Acumatica’s dashboards and integrated Tasks help me keep an eye on my deliverables and focus on the work that needs to get done today, and get it done today.
Acumatica lets my creative side shine. Sheri talked a bit about UDF’s or User Designed in her Sept Top 5. Acumatica goes well beyond that though. Customizable workflows, customizable data screens.
Recently, I got the chance to add a Pause Reason and in filter based on Status to the Field Service module for a client. I was able to integrate the Workflow to show a pop up for the Appointment screen if the technician chose to Pause an appointment for weather, parts or even lunch and have that data update the office from the mobile app. It was a really cool example of how little changes can be made to have a big impact for the end-user.
Nearly every screen in Acumatica now comes with a built-in list of the records that have been entered into the system. The UI design is such that I can create filters on the fly or save those filters to be person or shared tabs. Even more so I can filter by using the search box on the right-hand side of the list quickly turning a simple list screen into a powerful tool to locate sort and even export these lists of records.
My user profile sets my default time zone, numbering and date formats for those who appreciate European standards it’s a must have. Beyond that it lets me dictate my landing page when I log into Acumatica, which I currently have set to our Cases Dashboard, but peeking over Sheri’s shoulder I can see she has set to the Sales Management Dashboard. That personalization is great. Likewise, I can set my default branch and when visiting customer sites to help with their Barcode Scanners, I like to set my default warehouse here too! Saves scanning that step and I can always change it in the scanner on the fly if I need to.
I am a huge fan of Gordon Ramsay’s saying that a restaurant or any provider of services should focus on providing “Value for Money”. CS3Technology has at its core the 18 service pillars and our Price Protection and Confidence Contract living up to this principle. Acumatica has what they call their Customer Bill of Rights, a set of guiding principles that ensure the customer is being treated fairly and transparently.
I joined the Acumatica MVP Developer’s Network this year, trying to take advantage of my developer colleagues and grow my programming chops! Also getting ready for this year’s Acumatica Conference and taking another run at winning Hackathon. Our team placed third at the last one, so hoping to do as well or better this year. Really its not the winning that is the joy but the competing, learning from your peers and trying to find new ways to stretch Acumatica Framework to its limits.
We are celebrating the birth of our third grand child. Meanwhile, I am loving the cool winter days, and my wife is clamoring for spring!
May 25, 2023
Get a better understanding of sub-reports and learn how to get totals for labor costs and variable costs. Unlock insights into managing your reports today!
May 24, 2023
Manufacturing software IS NOT just a tool that provides functionality to plan and execute projects from beginning to end while automating materials planning, production tracking and scheduling, and product lifecycle management. Software should never be a "department tool", rather a ecosystem tool.
May 12, 2023
Improve your business management using Acumatica features such as allocations, advances, security, and customized reporting. Learn from an ERP Consultant and former controller how to achieve modern payroll tax compliance and timely decision-making.
April 26, 2023
Discover how technology is causing high turnover rates in accounting positions. Learn about the importance of technology in accounting job satisfaction. Also, how sales professionals can communicate the value of technology solutions to improve their clients’ job happiness.