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Acumatica Automation: Unlocking the Power of Your Data

This video explores the challenges of extracting data from Acumatica and presents a powerful solution using generic inquiries and automation for seamless data management. 

(a) Challenges in Extracting Data from Acumatica

Users often encounter difficulties when trying to extract data from Acumatica, especially when a specific format is required. The system, while robust, can sometimes feel restrictive in providing access to data in the desired way. A common challenge is extracting trial balance data for use in external systems, a frequent requirement in various business processes. Acumatica’s standard trial balance reports, while available in the report designer, lack a direct export function to platforms like SFTP servers. This absence of a simple export mechanism necessitates alternative solutions for efficiently transferring data. 

(b) The Solution: Generic Inquiries and Automation

Leveraging Generic Inquiries for Data Extraction: Instead of complex coding, a simple and efficient solution to data extraction challenges in Acumatica lies in the versatility of generic inquiries, often referred to as the “Swiss Army knife” of the platform.
 
A custom generic inquiry can be built to target specific trial balance data, acting as a focused data grabber that structures extracted information in a format suitable for export—eliminating compatibility issues.
 
Automating the Export Process: To streamline data transfer, an export scenario linked to the generic inquiry can be set up within the integration module, ensuring the output file is readily available without manual searches.
 
Maintaining Data Freshness and Security: An automation schedule within the integration module ensures regular updates to the data on the SFTP server, keeping it fresh and accurate. Security remains a priority, with SFTP credentials obtained directly from the client to guarantee secure data transfer.

 

Benefits of This Approach: This solution using generic inquiries and automation extends beyond just trial balance data and offers several benefits: 

  • Versatility: It can be applied to various scenarios like sending custom reports to clients and integrating with different systems. 
  • Efficiency: Automating the process eliminates manual effort, saving time and reducing errors. 
  • Data Accuracy: Frequent updates guarantee fresh and reliable data on the SFTP server. 
  • Security: Direct SFTP credentials ensure data transfer is secure. 
  • Scalability: This approach can be adapted to manage and automate various data extraction needs within Acumatica. 

The podcast encourages listeners to consider their own Acumatica data challenges and explore the potential of generic inquiries and automation to unlock new levels of efficiency and data management. The experts at Tayana Solutions, with their vast experience in Acumatica, can guide users in implementing such solutions and maximising the platform’s capabilities. 

Contact Tayana Solutions at 678-910-2774 for assistance with Acumatica implementations, customizations, and support.