Acumatica: Filtering Transactions by Logged-In Branch
This video demonstrates a solution within Acumatica for filtering transaction data by the user’s currently logged-in branch.
Challenges
- Acumatica lacks a default field for filtering by the currently logged-in branch. This limitation makes it difficult for users to view transactions specific to their branch.
- The logged-in branch information isn’t directly stored in the database. This necessitates a custom solution to capture and utilize this information for filtering purposes.
Solution & Benefits
To address these challenges, a customisation package was created.
- The package introduces a “current branch” field. This field is globally accessible within Acumatica and stores the currently logged-in branch.
- This new field is integrated into Generic Inquiries (GIs). This allows users to filter transaction data by their branch.
Benefits:
- Users can efficiently view transactions relevant to their branch. This eliminates the need to sift through irrelevant data from other branches.
- The solution provides a more tailored and efficient user experience. By focusing on branch-specific data, users can work more productively.
About Tayana Solutions:
- Tayana Solutions is the largest Services Partner for Acumatica Cloud ERP, providing implementation, customisation, and support services.
- Contact Tayana Solutions at 6789102774 for assistance with optimising your Acumatica processes.