One of the key features of Acumatica is its ability to customize the user interface using widgets. Widgets provide a convenient way to display and interact with data, allowing users to access important information and perform tasks efficiently.
I will show you how to create your own Dashboard and create some widgets.

Let's start creating our Dashboard: open Dashboard form (SM208600)  by searching or click Customization à Dashboards (Profiles category). Click Add new record and type name for the dashboard in Name box. Select in Owner Role box à Administrator.
There are 3 checkboxes:

1 Allow Users to Personalize to allow other users copy and modify dashboard

2 Make Visible on the UI to add dashboard to any workspace

3 Expose to the Mobile Application to display dashboard on mobile application
From my side, I choose 1 and 2.

On a Visible To tab by default, Access rights is set to Not Set, so all roles have access to this dashboard. You can change these rights simply by finding the role you need to give access and selecting Access right to Granted. Click Save and go to your dashboard at the path you specified

Next, let's make it the home page when you log in: сlick on your profile name in the upper right part à MY PROFILE. Then General Info tab in Personal Setting in Home Page box choose magnifier icon and select your screen and press Select. Don’t forget to Save. Check it by pressing home icon.

Now we have an empty dashboard. To create a widget on it, we need to click the DESIGN button on the upper right part of screen. As soon as we click on the design, the placeholder widget will immediately appear. This is what it looks like

Click Add a new widget and select which one you want. Let's look at a few of them:

1.Link: choose Icon, Form to which it will be linked, Description and Caption à click Finish

Click Design and we have the following result: by clicking on this form takes us to the AR.30.30.00 form.

2.Embedded page: click add new widget à embedded page . Print in Source box à address of site and Caption and press Finish.

3.Table: add new widget à Data Table. Select: Inquiry Screen à screen from whom you want to receive data, then click Column Settings. The columns as displayed are in Selected Columns, you can add columns or remove them with the arrows. Refresh Data à how often data will update. Also you can limit your record by Record Limit box.

4.Header: it’s a simple tittle, need only to enter Caption box.

The result is as follows:

We can resize widgets by dragging the borders, edit by click on pencil, delete фnd change the location. Also you can click Edit Layout and change it, there are 4 available in total.

Summary

Acumatica's dashboard and widget features allow for a customizable and efficient way to access important information and perform tasks. The dashboard offers a variety of chart types and customization options, such as adding, removing, and resizing items, creating custom calculations and filters, selecting color schemes and layouts, and sharing and scheduling the dashboard. Acumatica provides a three-day webinar training program to teach users how to design dashboard contents, configure widgets, filter widget data, and manage access rights. Users can integrate Popdock into an Acumatica dashboard with just a URL using a Popdock Widget. The dashboard design process involves selecting widgets and using the drag and drop interface to customize them. Users can add widgets such as links, embedded pages, tables, and headers.

The Acumatica Configuration Wizard is commonly used to deploy and maintain instances. However, there is another tool that can be used for that – Command-Line Tool provided by Acumatica.

So, first of all, you need an Acumatica ERP instance. You can install it as usual, or you can extract the content of the MSI file with the Windows built-in tool – msiexec, without installation. This will allow you to keep different versions of ERP and the Configuration Wizard at the same time.

The following command will extract files from an MSI package without installation:

msiexec /a C:\path\to\file.msi TARGETDIR=C:\path\to\folder /qb

The command line tool (executable name ac.exe) by default located in the Data folder inside the Acumatica ERP directory:  {path to Acumatica ERP folder}\Data.

Now it’s time to use that tool. For example, this command will install a new instance with the Sales Demo data set:

ac.exe -cm:"NewInstance" -s:"DatabaseServerName" -dbname:"DatabaseName" -company:"CompanyID=1;" -company:"CompanyID=2;ParentID=1;Visible=Yes;CompanyType=SalesDemo;LoginName=Company;" -i:"InstanceName" -ipath:"Path\To\Instance" -w:"Default Web Site" -svirtdir:"InstanceName" -spool:"DefaultAppPool"

Here is a quick description of some parameters:

-cm (shortcut for -configmode): "NewInstance" – indicates that we want to install a new instance;

-w (shortcut for -swebsite) : "Default Web Site" – specifies the name of the existing Internet Information Services (IIS) website on the local computer.

-svirtdir – specifies the name of the IIS virtual directory. If there is no such virtual directory in IIS, this directory will be created on the local IIS.

-spool – specifies the name of the IIS application pool.

It creates two tenants with -company parameters.

"CompanyID=1;" – system tenant, which the Configuration Wizard inserts by default.

"CompanyID=2;ParentID=1;Visible=Yes;CompanyType=SalesDemo;LoginName=Company;" – our working tenant with the Sales Demo data set.

It’s important to note one detail that isn’t clear from the documentation: CompanyType parameter is used to specify the data set that will be inserted during installation.

You can find official documentation and parameter descriptions on the Acumatica help portal – Using the Command-Line Tool.

With this tool, the process of deploying new instances can be much faster, as you don’t have to follow the exact same steps manually every time. You can go even further and create tools that will use that command line tool under the hood, such as batch scripts or programs written in C# or Python.

Summary

• Acumatica provides a Configuration Wizard and Command-Line Tool to deploy and maintain instances;
• The Command-Line Tool can be used to extract the content of an MSI file without installation;
• This tool can also be used to quickly install new instances with the Sales Demo data set;
• Parameters such as 'CompanyID', 'ParentID', 'Visible' and 'CompanyType' are used to specify the required data set to be inserted during installation;
• Specialized tools like scripts or programs written in C# or Python can also use this command line tool.

Today, I would like to share with you a great way to avoid reinstalling the Acumatica ERP Instance every time we need to switch to a different version.

First, we need to download the required Build. You can do this here:

http://acumatica-builds.s3.amazonaws.com/index.html?prefix=builds/

For example, you download the Instance version 22R1 build 22.118.0022. After downloading, the Acumatica ERP Configurator will suggest the installation path "c:\Program Files\Acumatica ERP". Important! It is not recommended to install it on the C drive and clutter up your system.

A good solution would be to create a folder on another drive separate from the system drive, for example, D. On the D drive, you can create a folder called AcumaticaInstances and within that, create another folder called tempAcumaticaInstance.

Install your version of Acumatica ERP in the tempAcumaticaInstance folder.

After installing the Instance in the temp folder, you need to create another folder within the AcumaticaInstances folder named 22R1 and a folder with your Build 22.118.0022. Then, copy "Data, Database, DeviceHub, Files, Portal, Report Designer" from the temp folder to the folder with your Build 22.118.0022.

After copying the files to the 22.118.0022 folder, you can remove the Acumatica ERP Configurator from the Control Panel, which was installed in the tempAcumaticaInstance folder, as it is no longer needed. 

Now, whenever you need build 22.118.0022, it is already installed and does not require reinstallation. All you need to do is navigate to the folder using the given path and run the AcumaticaConfig.exe file, and all your instances will be located in the root of the 22.118.0022 folder by default.

Now, whenever you need a new version, for example, 22R2, which you do not have, you repeat the entire process from the beginning. At first, it may seem time-consuming, but trust me, it will save you a significant amount of time when working with not just one instance but five or more.

Summary

• Save time when needing to switch version by downloading the Acumatica ERP Configurator and installing it in a separate drive folder named "tempAcumaticaInstance"
• Then, create a folder named after the current version, such as "22R1", and another folder within titled with the specific Build (e.g. 22.118.0022)
• Copy the necessary files into this folder and remove the Configurator to no longer need reinstallation
• Easily access all Instances located in the Build's root file, saving time compared to single instances

ive into the ultimate comparison of Acumatica vs SAP to discover their strengths and weaknesses, and find the perfect ERP solution for your business needs.

Introduction

When it comes to choosing the right Enterprise Resource Planning (ERP) software for your business, you might feel like you're navigating through a jungle of options. Among the top contenders are Acumatica and SAP - two titans in the ERP world. But how do you decide which one is the best fit for your organization? That's where we come in! In this in-depth analysis, we'll compare Acumatica vs SAP, examining their strengths, weaknesses, and unique features, so you can make an informed decision.

Acumatica: The Agile Innovator

An Overview

Acumatica is a cloud-based ERP solution designed for small to mid-sized businesses. With its user-friendly interface, flexible deployment options, and a wide range of industry-specific modules, Acumatica has quickly become a popular choice among growing businesses.

Key Features

• Cloud-based and mobile-friendly
• Customizable and scalable
• Wide range of industry-specific modules
• Strong financial management capabilities
• Seamless integrations with third-party applications

The Pros

• Affordable pricing with unlimited user licenses
• Easy to use and intuitive interface
• Robust and flexible customization capabilities
• Strong customer support and a thriving user community

The Cons

• Limited global presence compared to SAP
• Some features may not be as comprehensive as SAP's
• Reporting and analytics can be less advanced than SAP's offerings

SAP: The Seasoned Powerhouse

An Overview

SAP, a German multinational software corporation, has been a dominant player in the ERP market for decades. With its extensive range of products, including the cloud-based SAP S/4HANA and the on-premises SAP ERP Central Component (ECC), SAP caters to businesses of all sizes across various industries.

Key Features

• Comprehensive and industry-specific functionality
• Advanced analytics and reporting capabilities
• Wide range of deployment options, including cloud, on-premises, and hybrid
• Extensive global presence and strong partner ecosystem
• Robust integration capabilities with SAP and non-SAP systems

The Pros

• Mature and feature-rich ERP solution
• Scalable and customizable to meet specific business needs
• A vast network of partners and resources for implementation and support
• Strong global presence and multi-language capabilities

The Cons

• Can be complex and challenging to implement and maintain
• Licensing and implementation costs can be high
• Steeper learning curve compared to Acumatica
• Some modules may be outdated or require additional investments for upgrades

Acumatica vs SAP: The Showdown

Now that we've covered the basics of both Acumatica and SAP, let's dive deeper into the comparison of these two ERP solutions.

Pricing

Acumatica offers a more affordable pricing model based on resource consumption, with unlimited user licenses. SAP, on the other hand, uses a more traditional licensing model based on the number of users and the specific modules required, which can lead to higher costs.

Customization and Scalability

Both Acumatica and SAP provide robust customization options, but Acumatica's cloud-based architecture makes it easier and more cost-effective to scale up or down as needed. SAP's scalability depends on the specific product and deployment model chosen.

Implementation and Support

SAP has a vast network of partners and resources for implementation and support, while Acumatica relies more on its user community and customer support team. Both solutions offer ample training and resources, but SAP's complexity 

may require more extensive training and longer implementation timelines compared to Acumatica's more straightforward approach.

Ease of Use

Acumatica's user-friendly interface and intuitive navigation make it easier for users to adapt to the system quickly. SAP, with its more comprehensive feature set and complex structure, can have a steeper learning curve for new users.

Industry-specific Solutions

Both Acumatica and SAP offer industry-specific modules tailored to various business needs. However, SAP's extensive range of products and its long-standing presence in the market give it an edge in terms of the breadth and depth of industry-specific solutions available.

Frequently Asked Questions

1. Can I switch from one ERP solution to another easily?

Switching from one ERP solution to another can be a complex process, as it involves data migration, reconfiguration, and user training. It's essential to thoroughly evaluate your options before making a decision to ensure a smooth transition.

2. How important is cloud deployment in choosing an ERP system?

Cloud deployment offers several benefits, such as reduced IT infrastructure costs, easier scalability, and remote access to data. However, the importance of cloud deployment depends on your organization's specific needs and preferences.

3. How can I determine which ERP solution is best for my business?

To determine the best ERP solution for your business, consider factors such as your industry, size, budget, growth plans, and specific business requirements. Additionally, conducting a thorough evaluation, seeking expert advice, and talking to other users can help you make an informed decision.

Conclusion

The ultimate decision in the Acumatica vs SAP debate boils down to your organization's unique needs and priorities. Acumatica is an excellent choice for small to mid-sized businesses looking for an affordable, user-friendly, and scalable cloud-based ERP solution. SAP, on the other hand, is a powerful and mature ERP option for businesses that require comprehensive and industry-specific functionality, a strong global presence, and an extensive partner network.

By carefully evaluating your business requirements, budget constraints, and long-term goals, you can confidently choose the right ERP solution to support your organization's growth and success.

As businesses continue to grow, so does the complexity of their operations. One of the biggest challenges faced by businesses is managing multiple systems for various functions, leading to inefficiencies and errors. This is where Enterprise Resource Planning (ERP) comes in. ERP systems integrate and automate core business processes, providing real-time data and analytics for informed decision-making. One such ERP system is Acumatica ERP on premise.

Acumatica ERP on premise is a powerful solution for businesses looking to streamline their operations, improve productivity, and reduce costs. This cloud-based system offers a range of features and capabilities, from financials and inventory management to customer relationship management (CRM) and project management. In this guide, we will explore the benefits of Acumatica ERP on premise and how it can help businesses grow and thrive.

The Benefits of Acumatica ERP on Premise

1. Streamlined Operations

Acumatica ERP on premise streamlines your business operations by integrating all your core functions into one system. From accounting and finance to sales and inventory management, you can manage your business processes with ease and efficiency. This reduces the need for manual data entry and improves the accuracy of your data.

2. Real-time Data

With Acumatica ERP on premise, you have access to real-time data and analytics, providing you with up-to-date information on your business operations. This allows you to make informed decisions quickly and efficiently.

3. Improved Productivity

Acumatica ERP on premise automates manual tasks, freeing up your employees' time to focus on higher-value activities. This leads to improved productivity and increased employee satisfaction.

4. Cost Savings

By integrating your business processes into one system, you can reduce the need for multiple software solutions, leading to cost savings. Additionally, the automation of manual tasks leads to reduced labor costs.

Features of Acumatica ERP on Premise

1. Financial Management

Acumatica ERP on premise offers robust financial management capabilities, including general ledger, accounts payable and receivable, and cash management. You can also track budgets and expenses, manage taxes, and generate financial reports.

2. Inventory Management

Acumatica ERP on premise includes inventory management capabilities, allowing you to manage your inventory levels, track item movements, and create purchase orders. This helps you optimize your inventory levels and reduce the risk of stockouts.

3. Customer Relationship Management

Acumatica ERP on premise includes CRM functionality, enabling you to manage your customer interactions and relationships. This includes lead and opportunity management, sales forecasting, and customer service management.

4. Project Management

Acumatica ERP on premise offers project management capabilities, allowing you to manage project budgets, timelines, and resources. You can also track project progress and create project-specific reports.

Frequently Asked Questions (FAQs)

Q. What is Acumatica ERP on premise?

A. Acumatica ERP on premise is a cloud-based ERP system that integrates and automates core business processes, providing real-time data and analytics for informed decision-making.

Q. What are the benefits of using Acumatica ERP on premise?

A. The benefits of using Acumatica ERP on premise include streamlined operations, real-time data, improved productivity, and cost savings.

Q. What features does Acumatica ERP on premise offer?

A. Acumatica ERP on premise offers a range of features, including financial management, inventory management, customer relationship management, and other modules.

Q. What is Acumatica ERP on premise?

A. Acumatica ERP on premise is a cloud-based ERP system that integrates and automates core business processes, providing real-time data and analytics for informed decision-making.

Q. What are the benefits of using Acumatica ERP on premise?

A. The benefits of using Acumatica ERP on premise include streamlined operations, real-time data, improved productivity, and cost savings.

Q. What features does Acumatica ERP on premise offer?

A. Acumatica ERP on premise offers a range of features, including financial management, inventory management, customer relationship management, project management, and more.

Q. Is Acumatica ERP on premise scalable?

A. Yes, Acumatica ERP on premise is scalable, making it suitable for businesses of all sizes. You can add or remove modules as your business needs change.

Q. Can Acumatica ERP on premise be customized?

A. Yes, Acumatica ERP on premise can be customized to meet your business needs. This includes adding custom fields and creating custom reports.

Q. Is Acumatica ERP on premise secure?

A. Yes, Acumatica ERP on premise is secure. The system offers robust security features, including data encryption and access controls.

Conclusion

Acumatica ERP on premise is a powerful solution for businesses looking to streamline their operations, improve productivity, and reduce costs. With a range of features and capabilities, this cloud-based system offers real-time data and analytics for informed decision-making. By integrating your core business processes into one system, you can automate manual tasks, improve data accuracy, and reduce the need for multiple software solutions. Whether you're a small business or a large enterprise, Acumatica ERP on premise can help you grow and thrive.

When it comes to managing complex business operations, having the right Enterprise Resource Planning (ERP) software can make all the difference. Acumatica is one such software that claims to provide businesses with a comprehensive solution to manage their operations effectively. In this article, we will explore the features of Acumatica ERP and assess whether it is a good choice for businesses.

Table of Contents

1. What is Acumatica ERP?
2. Key Features of Acumatica ERP
   • Cloud-Based Deployment
   • Customizable Dashboards
   • Real-Time Financials
   • Advanced CRM Functionality
   • Integration with Other Systems
   • Mobility Features
3. Advantages of Using Acumatica ERP
   • Scalability
   • Affordability
   • Flexibility
   • User-Friendly Interface
4. Disadvantages of Using Acumatica ERP
   • Limited Third-Party Support
   • Steep Learning Curve
   • No Native HR Module
   • Limited Reporting Capabilities
5. Conclusion
6. FAQs

What is Acumatica ERP?

Acumatica is a cloud-based ERP software designed to help businesses of all sizes manage their operations efficiently. It was first introduced in 2008 and has since gained popularity due to its flexibility and scalability. Acumatica ERP provides a range of features, including financial management, project accounting, CRM, and supply chain management.

Key Features of Acumatica ERP

Cloud-Based Deployment

Acumatica ERP is deployed on the cloud, making it accessible from anywhere, anytime. This feature provides businesses with the flexibility to manage their operations on the go.

Customizable Dashboards

Acumatica ERP allows businesses to customize their dashboards according to their specific needs. Users can create multiple dashboards to monitor various aspects of their operations, such as finances, inventory, and sales.

Real-Time Financials

Acumatica ERP provides users with real-time financial information, enabling them to make informed decisions quickly. The software tracks financial data, such as accounts payable, accounts receivable, and general ledger, and presents it in an easy-to-understand format.

Advanced CRM Functionality

Acumatica ERP includes advanced CRM functionality, allowing businesses to manage their customer relationships effectively. The software enables users to track customer interactions, manage leads, and monitor sales pipelines.

Integration with Other Systems

Acumatica ERP can be integrated with other systems, such as Microsoft Dynamics and Salesforce, providing businesses with a comprehensive solution to manage their operations.

Mobility Features

Acumatica ERP provides mobility features, enabling users to manage their operations on mobile devices. The software is compatible with iOS and Android devices, allowing users to access their data anytime, anywhere.

Advantages of Using Acumatica ERP

Scalability

Acumatica ERP is designed to be scalable, making it suitable for businesses of all sizes. The software can grow with the business, providing users with the flexibility to add new modules and functionalities as needed.

Affordability

Acumatica ERP is an affordable solution, making it accessible to businesses of all sizes. The software operates on a subscription-based model, which means users only pay for what they use.

Flexibility

Acumatica ERP is a flexible solution, allowing businesses to customize their operations according to their specific needs. The software provides users with the ability to add or remove functionalities, creating a tailored solution that meets their requirements.

User-Friendly Interface

Acumatica ERP has a user-friendly interface, making it easy for users to navigate and use the software. The software is designed to be intuitive, reducing the learning curve for new users.

Disadvantages of Using Acumatica ERP

Limited Third-Party Support

Acumatica ERP has limited third-party support, which can be a disadvantage for businesses that rely on third-party integrations to manage their operations. However, the software can be customized to integrate with other systems, but it may require additional development efforts.

Steep Learning Curve

Acumatica ERP can have a steep learning curve for users who are not familiar with ERP systems. The software has a wide range of features and functionalities, which can be overwhelming for new users.

No Native HR Module

Acumatica ERP does not have a native HR module, which can be a disadvantage for businesses that require HR functionalities. However, the software can be customized to include HR functionalities through third-party integrations.

Limited Reporting Capabilities

Acumatica ERP has limited reporting capabilities, which can be a disadvantage for businesses that require detailed reporting. However, the software can be customized to provide custom reporting through third-party integrations.

Conclusion

In conclusion, Acumatica ERP is a good choice for businesses looking for a comprehensive cloud-based ERP solution. The software provides a range of features, including financial management, CRM, and supply chain management, making it suitable for businesses of all sizes. Additionally, the software is scalable, affordable, and flexible, allowing businesses to customize their operations according to their specific needs. However, the software has some limitations, including limited third-party support, a steep learning curve, no native HR module, and limited reporting capabilities. Businesses should evaluate their requirements and choose a software that meets their needs.

FAQs

1. Is Acumatica ERP suitable for small businesses?
   • Yes, Acumatica ERP is suitable for small businesses as it is a scalable and affordable solution.
2. Does Acumatica ERP have a mobile application?
   • Yes, Acumatica ERP has a mobile application that is compatible with iOS and Android devices.
3. Can Acumatica ERP be customized?
   • Yes, Acumatica ERP can be customized to include additional functionalities and integrations.
4. Does Acumatica ERP have a native HR module?
   • No, Acumatica ERP does not have a native HR module, but it can be customized to include HR functionalities through third-party integrations.
5. Does Acumatica ERP provide real-time financial information?
   • Yes, Acumatica ERP provides users with real-time financial information, allowing them to make informed decisions quickly.

In today’s fast-paced business environment, companies need to have an effective system in place to manage their finances, operations, and customer relationships. This is where Enterprise Resource Planning (ERP) solutions come in. Acumatica is one such cloud-based ERP solution that is gaining popularity among small and medium-sized businesses. In this article, we will provide a comprehensive guide to Acumatica, its features, benefits, and how it can help businesses manage their operations more effectively.

What is Acumatica?

Acumatica is a cloud-based ERP solution that provides businesses with a comprehensive set of tools to manage their finances, operations, and customer relationships. It was founded in 2007 and has since grown to become one of the leading ERP solutions in the market. Acumatica is designed to be scalable, flexible, and customizable to meet the unique needs of each business.

How does Acumatica work?

Acumatica is a cloud-based solution, which means that it is hosted on remote servers and accessed through the internet. This makes it accessible from anywhere with an internet connection, allowing businesses to manage their operations from anywhere in the world. Acumatica offers a range of modules that cover various aspects of business operations, including financial management, distribution management, project accounting, and customer management.

Key features of Acumatica

Acumatica offers a wide range of features that make it a comprehensive ERP solution for businesses of all sizes. Some of the key features of Acumatica include:

1. Financial Management

Acumatica’s financial management module provides businesses with a comprehensive set of tools to manage their finances. It includes features such as accounts payable and receivable, cash management, general ledger, and tax management.

2. Distribution Management

Acumatica’s distribution management module provides businesses with tools to manage their inventory, sales orders, purchase orders, and other aspects of distribution management.

3. Project Accounting

Acumatica’s project accounting module provides businesses with tools to manage their projects, including time and expense tracking, project budgeting, and project profitability analysis.

4. Customer Management

Acumatica’s customer management module provides businesses with tools to manage their customer relationships, including sales automation, marketing automation, and customer service management.

5. Manufacturing Management

Acumatica’s manufacturing management module provides businesses with tools to manage their manufacturing operations, including bill of materials, routing, and production scheduling.

Benefits of Acumatica

Acumatica offers several benefits to businesses that choose to implement it as their ERP solution. Some of the key benefits of Acumatica include:

1. Scalability

Acumatica is designed to be scalable, which means that it can grow with your business. As your business expands, Acumatica can be customized to meet your changing needs.

2. Customizability

Acumatica is highly customizable, which means that it can be tailored to meet the unique needs of your business. This makes it a flexible solution that can adapt to your changing needs.

3. Accessibility

Acumatica is a cloud-based solution, which means that it can be accessed from anywhere with an internet connection. This makes it easy for businesses to manage their operations from anywhere in the world.

4. Integration

Acumatica can be integrated with other business applications, such as CRM solutions, e-commerce platforms, and project management tools. This makes it a comprehensive solution for managing all aspects of your business operations.

5. Cost-effectiveness

Acumatica is a cost-effective solution, particularly for small and medium-sized businesses. It offers a flexible pricing model that allows businesses to pay only for the features they need 

6. Security

Acumatica provides robust security features to protect your business data. It uses industry-standard encryption and authentication protocols to ensure the security of your data.

7. Reporting and Analytics

Acumatica provides businesses with powerful reporting and analytics tools to gain insights into their operations. This allows businesses to make data-driven decisions and optimize their operations for maximum efficiency.

How can Acumatica help businesses?

Acumatica can help businesses in several ways, including:

1. Streamlining Operations

Acumatica can help businesses streamline their operations by providing a comprehensive set of tools to manage their finances, operations, and customer relationships. This can help businesses reduce manual processes, improve efficiency, and increase productivity.

2. Improving Visibility

Acumatica provides businesses with real-time visibility into their operations, allowing them to make data-driven decisions and identify areas for improvement. This can help businesses optimize their operations and improve their bottom line.

3. Enhancing Collaboration

Acumatica can help businesses enhance collaboration between different departments and teams by providing a centralized platform to manage their operations. This can help improve communication, reduce errors, and increase productivity.

4. Increasing Flexibility

Acumatica’s customizable and scalable nature can help businesses increase their flexibility and adapt to changing business needs. This can help businesses stay competitive and agile in today’s fast-paced business environment.

Acumatica vs. Other ERP Solutions

Acumatica is not the only ERP solution available in the market. Other popular ERP solutions include NetSuite, Microsoft Dynamics, and SAP Business One. However, Acumatica stands out from the

se solutions in several ways, including:

1. Cloud-based

Acumatica is a cloud-based solution, which means that it is more accessible, flexible, and cost-effective than on-premise solutions.

2. Customizable

Acumatica is highly customizable, which means that it can be tailored to meet the unique needs of each business. Other solutions may not offer the same level of customizability.

3. Scalable

Acumatica is designed to be scalable, which means that it can grow with your business. Other solutions may not offer the same level of scalability.

4. Pricing

Acumatica offers a flexible pricing model that allows businesses to pay only for the features they need. Other solutions may have more rigid pricing models that can be less cost-effective for small and medium-sized businesses.

Conclusion

Acumatica is a cloud-based ERP solution that provides businesses with a comprehensive set of tools to manage their finances, operations, and customer relationships. It offers several benefits, including scalability, customizability, accessibility, integration, and cost-effectiveness. Acumatica can help businesses streamline their operations, improve visibility, enhance collaboration, and increase flexibility. Compared to other ERP solutions, Acumatica stands out for its cloud-based nature, customizability, scalability, and flexible pricing model.

FAQs

1. What industries is Acumatica suitable for?

Acumatica is suitable for a wide range of industries, including manufacturing, distribution, retail, and service-based industries.

2. Can Acumatica be integrated with other business applications?

Yes, Acumatica can be integrated with other business applications, such as CRM solutions, e-commerce platforms, and project management tools.

3. Is Acumatica suitable for small and medium-sized businesses?

Yes, Acumatica is suitable for small and medium-sized businesses. Its flexible pricing model allows businesses to pay only for the features they need, making it a cost-effective solution.

4. What are the security features of Acumatica?

Acumatica uses industry-standard encryption and authentication protocols to ensure the security of your data.

5. Can Acumatica be accessed from anywhere?

Yes, Acumatica is a cloud-based solution, which means that it can be accessed from anywhere with an internet connection.

6. How does Acumatica compare to other ERP solutions?

Compared to other ERP solutions, Acumatica stands out for its cloud-based nature, customizability, scalability, and flexible pricing model.

7. Is there a free trial for Acumatica?

Yes, Acumatica offers a free trial for businesses to try out the solution before making a commitment.

8. What kind of support does Acumatica offer?

Acumatica offers a range of support options, including phone, email, and chat support, as well as online resources and training materials.

9. Can Acumatica be customized to meet the unique needs of each business?

Yes, Acumatica is highly customizable, which means that it can be tailored to meet the unique needs of each business.

10. Does Acumatica offer mobile access?

Yes, Acumatica offers mobile access through its mobile app, allowing businesses to manage their operations on-the-go.

Hi there. Today I'm gonna tell you about webhooks and will show one small example of its use.
By using the webhook configuration we can easily send requests to the Acumatica instance. Today I'll show you a POST request.

First of all, we need to create a class which will handle methods for POST requests. In my way it will be “MapperWebhookHandler” which will take text from the console and will send this text to my Acumatica instance.
Please do not download any nuget packages. Acumatica already has everything that you need for development.

Let’s create our Webhook class and we need to inherit IWebhookHandler interface:

public class MapperWebhookHandler : IWebhookHandler
{
    public async Task<System.Web.Http.IHttpActionResult> ProcessRequestAsync(
                HttpRequestMessage request, CancellationToken cancellationToken)
    {
        using (var scope = GetAdminScope())
        {
            if (request.Method == HttpMethod.Post)
            {
                var result = request.Content.ReadAsStringAsync().Result;
                var customer = JsonConvert.DeserializeObject<CustomerMapper>(result);
                var graph = PXGraph.CreateInstance<MapperMaint>();
                graph.OrderCustomerMapperView.Insert(new OrderCustomerMapper()
                {
                    CustomerName = customer.Name,
                    CustomerEmail = customer.Email,
                    CustomerPassword = customer.Password
                });
                graph.Actions.PressSave();
            }
        }
        return new OkResult(request);
    }
    private IDisposable GetAdminScope()
    {
        var userName = "admin";
        if (PXDatabase.Companies.Length > 0)
        {
            var company = PXAccess.GetCompanyName();
            if (string.IsNullOrEmpty(company))
            {
                company = PXDatabase.Companies[0];
            }
            userName = userName + "@" + company;
        }
        return new PXLoginScope(userName);
    }
}

Now, you can build your project and after that you need to add your webhook class to the customization project under the webhook section.

Then you need to register your webhook on the SM304000 screen, make it active also.

You will be able to see a link(this like hide on my screenshot by red color) which you can take and you where you want.

Let’s test now. For this moment I have my screen where I send data by webhook like this.

We are going to make a request to see that everything is working as it should.

I've sent this object:

And on a screen for this webhook we can see this

We can say that everything works fine and now you can create webhook for your needs.

Summary

Here I've described webhooks and provided an example of how to use them in Acumatica. Also I've created a class called "MapperWebhookHandler" that handles POST requests and sends data to an Acumatica instance. The code for the class and explains how to register it on the SM304000 screen. The author also shows how to test the webhook by sending data and checking if it appears on the screen. Finally, the article concludes by suggesting that readers can create their own webhooks based on their needs.

Hello everybody.

Developing on Acumatica can involve various tasks such as customizing existing features, creating new modules or integrations, and building custom reports. Today, I want to show you how to create your own report and add a field to it using the Report Designer.

First of all, when you installing the Acumatica ERP Installer wizard, you must select the "Install Report Designer" checkbox, which is empty by default. After installation, launch the instance and Report Designer. This is what it looks like

Then you need to load the database by pressing the F3 button or click File -> Build schema. In the Enter Web Service URL to Load WSDL Document box, enter URL of your Acumatica ERP website, in Password box -> your password, and in the Login box-> your login, if you have a few companies you need to specify it after “@” like this login@company. After that press Load schema button you need to determine which field you want to add and which table it belongs with help of Inspect Element. For instance I want to add field OrderNbr of SOOrder DAC.
Search for the SOOrder table and click “>" and “OK”.

Now that we have built the scheme, we can add fields. Click “Fields” and drag the required field to one of the sections.

Save the report by pressing a combination of buttons “Ctrl + R”or clicking “File  -> Save To Server”. Name our report and click “OK”.

Now we need to add our report to Acumatica menu on “Site Map” form.

Add new row: choose ScreenID that hasn’t been used before. Then enter Title, URL, Workspace and Category.

Find our report and run it by clicking “RUN REPORT”.

And Voila, there’s our report.

Summary

The article explains how to create a custom report and add a field to it using the Report Designer in Acumatica. The first step is to install the Acumatica ERP Installer wizard and select the "Install Report Designer" checkbox. Then, the user needs to load the database by entering the URL of their Acumatica ERP website, their login, and password, and clicking the "Load schema" button. After that, the user can add fields by clicking "Fields" and dragging the required field to one of the sections. The report can be saved by pressing "Ctrl + R" or clicking "File -> Save To Server". Finally, the report can be added to the Acumatica menu on the "Site Map" form and run by clicking "RUN REPORT".

Hello everybody,

Today a want to share with you couple approaches that can help you to fix the famous Acumatica’s error:

“Another process has updated the {Table} record. Your changes will be lost”

You can get this error when you open two the same screens with the same record from DB and then modify data on both screens and try to Save.

Or you may have custom logic that runs some functionality in PXLongOperation (that is, run in multi-threading mode) and one record from DB can be modified by different threads. Then you will get this error during persisting.

Or maybe you need to create and to release several documents while code modifies the same record or uses same inherited table. For example, you create and release invoice, and then create and release payment, both of them update the ARRegister table.

Generally speaking, we get this error when someone (something) tries to store in the DB a record that was modified earlier and the record now has another stage (i.e., another value). Means there is a conflict between user’s copy of data and actually stored in database.

In what way may it come? As you may know Acumatica persists rows one by one (in most cases). And before persisting to DB, Acumatica keeps data and changes in a graph’s specified cache. So, when a record is opened in several screens, the record will be kept in different caches. Thus, it might be that several different screens might have different versions of same record with different changes. That may cause concurrent updates, when a database needs to understand changes’ priority.

To handle concurrent updates Acumatica uses the special Timestamp data field. In the DAC this field has PXDBTimestamp attribute. In database this column has name TStamp with timestamp data type.

Acumatica handles the Timestamp field automatically and checks the record version every time the record is modified. When a record is updated, the Timestamp field is increased, in this way every next version of a record will have bigger Timestamp value than pervious.

Then, each time a graph needs to persist a record or changes to the DB, Acumatica verifies the version of the record to ensure that the record has not been modified by another process. And if Timestamp value in the cache differs against Timestamp value in the DB, you’ll get the error we are talking about here.

Yes, there might be many honest reasons for this mismatching. Like, another user or another code has really done changes the same time. Or record has been created with mistake, and Acumatica may not find corresponding record in DB.

We propose you three approaches that can help fix concurrent update error and to allow running code logic till the end.

You may find two first approaches in source code of Acumatica Framework; Acumatica often uses them.

1. To use SelectTimeStamp() graph’s method

When you invoke this methos, a graph selects and sets the TimeStamp field with new value and then you can persist data to the DB.

Here one of Acumatica’s examples — the Persist method from the VendorMaint graph:

		public override void Persist()
		{
			using (PXTransactionScope ts = new PXTransactionScope())
			{
				bool persisted = false;
				try
				{
					BAccountRestrictionHelper.Persist();
                    persisted = (base.Persist(typeof(Vendor), PXDBOperation.Update) > 0);
				}
				catch
				{
					Caches[typeof(Vendor)].Persisted(true);
					throw;
				}
				base.Persist();
				if (persisted)
				{
					base.SelectTimeStamp();
				}
				ts.Complete();
			}
		}
And one more example:

private void PrepareForPOCreate(List<SOLine> listSO)
{
    foreach (SOLine item in listSO)
    {
        item.Qty = item.GetExtension<APSOLineExt>().UsrMasterSOQty;
 
        var inventoryItem = UpdatePOOrderExtension.CheckDefVendor(this.Base, item.InventoryID);
 
        if (inventoryItem == null)
        {
            Base.Caches<SOLine>().SetValueExt<SOLine.pOCreate>(item, false);
            Base.Transactions.Cache.Update(item);
        }
    }
 
    Base.SelectTimeStamp();
    Base.Save.Press();
}

 2. To use PXTimeStampScope.SetRecordComesFirst() method

Sometimes first approach doesn’t help and the error still occurs.

This is because, by default, Acumatica checks TimeStamp only when key fields have been modified.

Calling to the SetRecordComesFirst() method activates RecordComesFirst flag and hereupon Acumatica checks TimeStamp value for all changes in cache.

Here is an example how to create and release Payment:

private static ARPayment CreateAndReleasePayment(ARInvoice arInvoice)
{
    ARPaymentEntry paymentEntry = PXGraph.CreateInstance<ARPaymentEntry>();
 
    var arAdjust = SelectFrom<ARAdjust>.Where<ARAdjust.adjdRefNbr.IsEqual<@P.AsString>>.View.Select(paymentEntry, arInvoice.RefNbr)?.TopFirst;
 
    if (arAdjust?.AdjgRefNbr == null)
    {
        paymentEntry.CreatePayment(arInvoice, null, arInvoice.DocDate, arInvoice.FinPeriodID, false);
 
        paymentEntry.Document.Current.ExtRefNbr = arInvoice.DocDesc;
        paymentEntry.Document.Current.BranchID = arInvoice.BranchID;
        paymentEntry.Document.UpdateCurrent();
        paymentEntry.Save.Press();
    }
    else
    {
        paymentEntry.Document.Current = SelectFrom<ARPayment>.Where<ARPayment.refNbr.IsEqual<@P.AsString>>.View.Select(paymentEntry, arAdjust.AdjgRefNbr)?.TopFirst;
    }
 
    ARPayment arPayment = paymentEntry.Document.Current;
 
    paymentEntry.Clear();
 
    ARRegister doc = arPayment;
    List<ARRegister> list = new List<ARRegister>() { doc };
 
    using (new PXTimeStampScope(null))
    {
        PXTimeStampScope.SetRecordComesFirst(typeof(ARRegister), true);
 
        try
        {
            ARDocumentRelease.ReleaseDoc(list, false);
        }
        catch (PXException e)
        {
            PXTrace.WriteError(e.Message);
        }
    }
 
    return arPayment;
}

Usage by Acumatica team of this method in ARInvoiceEntry:

public void ReleaseProcess(List<ARRegister> list)
{
    PXTimeStampScope.SetRecordComesFirst(typeof(ARInvoice), true);
 
    ARDocumentRelease.ReleaseDoc(list, false, null, (a, b) => { });
}

 3. To use PXTimeStampScope.DuplicatePersisted() method

This approach is the most difficult, but fixes the error when ordinary approaches don’t work.

There are no examples in Acumatica Framework source code. The next examples are my samples to override persist methods.

public class ARDocumentReleaseExt : PXGraphExtension<ARReleaseProcess>
{
    public static bool IsActive() => true;
 
    [PXOverride]
    public virtual void Persist(Action baseMethod)
    {
        var updRegisters = Base.ARDocument.Cache.Updated.Cast<ARRegister>().ToList();
        baseMethod?.Invoke();
 
        var lazyTempGraph = new Lazy<PXGraph>(() => PXGraph.CreateInstance<PXGraph>());
 
        foreach (ARRegister updRegister in updRegisters)
        {
            PXTimeStampScope.DuplicatePersisted(lazyTempGraph.Value.Caches[typeof(ARPayment)], updRegister, typeof(ARRegister));
            PXTimeStampScope.DuplicatePersisted(lazyTempGraph.Value.Caches[typeof(ARInvoice)], updRegister, typeof(ARRegister));
        }
    }
}
And second example:

public class ARPaymentEntryExt : PXGraphExtension<ARPaymentEntry>
{
    public static bool IsActive() => true;
 
    [PXOverride]
    public virtual void Persist(Action baseMethod)
    {
        var updInvoices = Base.ARInvoice_DocType_RefNbr.Cache.Updated.Cast<ARInvoice>().ToList();
        var updPayments = Base.Document.Cache.Updated.Cast<ARPayment>().ToList();
 
        baseMethod?.Invoke();
 
        var lazyTempGraph = new Lazy<PXGraph>(() => PXGraph.CreateInstance<PXGraph>());
        foreach (ARInvoice updInvoice in updInvoices)
        {
            PXTimeStampScope.DuplicatePersisted(lazyTempGraph.Value.Caches[typeof(ARRegister)], updInvoice, typeof(ARInvoice));
            PXTimeStampScope.DuplicatePersisted(lazyTempGraph.Value.Caches[typeof(ARPayment)], updInvoice, typeof(ARInvoice));
        }
        foreach (ARPayment updPayment in updPayments)
        {
            PXTimeStampScope.DuplicatePersisted(lazyTempGraph.Value.Caches[typeof(ARRegister)], updPayment, typeof(ARPayment));
        }
    }
}

In the second example described the approach usage in case when you need to persists dependent documents.

In both examples is also shown lazy graph initialization. This is not necessary to use it.
I use it for performance need, when I had long and heavy processing logic on my custom processing screen.

 Summary

Now you have needed knowledge and strategies on how to fix the "Another process has updated the {Table} record. Your changes will be lost" error in Acumatica, which occurs when multiple users try to modify the same record in the database. The error can be resolved by using the Timestamp field, which Acumatica uses to handle concurrent updates. The article proposes three approaches to fixing the error, including using the SelectTimeStamp() method, calling the SetRecordComesFirst() method, and using the DuplicatePersisted() method. The article provides code examples for each approach and explains how they can be used to fix the error.