Innovative Acumatica Customization for Seamless Operations
ABOUT THE CLIENT
Our client, a leading utility rental company based in the USA, successfully implemented Acumatica and sought additional customization to enhance operational efficiency. We provided tailored solutions to optimize their processes and address their specific challenges effectively.
PROBLEM
Streamlined Build Automation
Tracking changes made in General Inquiries (GIs), Business Events, and Reports during migrations to higher environments was difficult.
Enhanced Security and Access Control
Field and screen-level security settings were manually configured across multiple environments, making the process time-consuming and prone to errors.
Accelerated Development with No-Code Features
Traditional C# customization was time-consuming and required extensive coding efforts.
SOLUTION
Streamlined Build Automation
We developed scripts to extract individual XML files and commit them to Git for version control. This allowed for easy tracking of modifications and ensured consistency across environments.
Enhanced Security and Access Control
We automated security rights configuration using an Import Scenario,where an Excel spreadsheet maintained all security settings. The spreadsheet was version-controlled using Git, allowing DevOps teams to review, track, and update security configurations efficiently.
Accelerated Development with No-Code Features
We leveraged Acumatica’s no-code and low-code features, such as Business Events and Workflow Automation, which can handle 60-70% of custom logic without writing code. Our approach prioritizes finding efficient no-code solutions to minimize development complexity.
BENEFITS
The shift to a high-tech model delivered significant business benefits:
Streamlined Build Automation
Enhanced visibility into changes, streamlined migration processes,and improved accuracy in version management, overcoming a major challenge for Acumatica developers and users.
Enhanced Security and Access Control
Reduced manual errors and enhanced version control with Git and a centralized security settings sheet for improved visibility and consistency.
Accelerated Development with No-Code Features
Faster project delivery, reduced dependency on custom coding, and improved agility in implementing business logic, leading to significant time and cost savings.
TOOLS & TECHNOLOGIES USED
Client
Testimonials
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Rental
Utility Rental Company based in North America
This is the largest Utility Rental Company based in North America. Renting porta potties,fences and sanitation utilities.Salesforce CPQ was to be implemented. In addition a customer portal was to be built which could enable users to request for quotes, place orders and manage orders.The Source of Truth was to be in Salesforce.
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