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.
Streamlined Build Automation
Problem
Tracking changes made in General Inquiries (GIs), Business Events, and Reports during migrations to higher environments was difficult.
Solution
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.
Business Impact
Enhanced visibility into changes, streamlined migration processes,and improved accuracy in version management, overcoming a major challenge for Acumatica developers and users.
Accelerated Development with No-Code Features
Problem
Field and screen-level security settings were manually configured across multiple environments, making the process time-consuming and prone to errors.
Solution
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.
Business Impact
Reduced manual errors and enhanced version control with Git and a centralized security settings sheet for improved visibility and consistency.
Enhanced Security and Access Control
Problem
Traditional C# customization was time-consuming and required extensive coding efforts.
Solution
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.
Business Impact
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
Explore Our Success Stories
Rental
Automated Customer Communication for Order Confirmations
In an effort to streamline customer communication and reduce manual workload, our team implemented an automated email system for sending order confirmation PDFs. The goal was to ensure accuracy, brand consistency, and timely notifications, while minimizing errors in recipient details. By leveraging dynamic data from Quotes and Orders, and using standardized email templates, we achieved a fully automated solution that enhances efficiency and improves the customer experience.
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.