Customization and Flexibility in Acumatica

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One of the most flexible ERP systems, Acumatica provides ample scope for customization and flexibility. Here’s a comprehensive overview of Customization and Flexibility in Acumatica.

1. Acumatica xRP Framework

Acumatica’s xRP (ERP) framework is a flexible development platform that sustains customizations and integrations. It helps developers customize the system without diminishing its core ERP functionality, making upgrading easier. Support for customizations on any cloud environment is guaranteed to work great and be accessible while offering room for flexibility.

2. Customization Tools

It is easy to add custom fields to a given screen, change screen layout, and develop a new form without heavy coding knowledge; mostly it is done on the Customization Editor of Acumatica. Identify existing business workflows and customize them to fit your business or design new workflows. You can set Acumatica’s Workflow Engine to specify automation rules, approval, as well as other custom workflows you have. The inherent Report Designer tool gives you the designing of reports based on your exact reporting requirements. You can also develop your own real-time dashboards with KPIs.

3. Integration Abilities

Acumatica provides a solid API framework, including RESTful APIs, to interface with third-party systems like CRM, eCommerce, External POS system, payment gateways, and industry-specific tools. Acumatica also includes ready out-of-the-box integrations to popular applications, such as Salesforce, Shopify, Avalara, and Microsoft Power BI, that help organizations with multi-system connectivity. The open API framework of Acumatica can be used by the developers to build custom integrations with the internal or external systems for bespoke or niche requirements.

4. Custom Automation

Using Acumatica’s business event feature, you can define triggers based on specific events occurring in the system, then automatically send notifications, begin approvals, launch workflows. Automation Schedules allow recurring activities for creating invoices, running financial reports, or updating data can be created in the automated scheduling facilities provided by Acumatica.

5. User Roles and Permissions

Acumatica offers the facility for administrators to design their user roles and set their permissions based on the organization’s requirements. That way, users will be able to access only those screens, reports, and modules based on the role; therefore the data security will be very good, and the experience will be neater for the user. Apply permissions all the way down to field and screen levels. Thus, some people may be not allowed to modify or even access certain data fields.

6. Mobile Customization

Acumatica allows the business to customize its mobile application’s user interface in its mobile framework. This can be special forms for certain types of workers such as field service workers, or sales teams, or management. Mobile-Friendly Workflows work intelligently on mobile, allowing field users the flexibility.

7. Version Control and Upgrades

Acumatica provides the function to package customizations so that these could be deployed, transferred, or version-controlled separately from the core system hence assuring that custom changes are not lost during system upgrades.

8. Acumatica Marketplace

The Acumatica marketplace provides  a whole slate of third-party add-ons which are either tailor-made or generally purpose-fit, developed by third-party vendors. You can include them in your instance of Acumatica and further customize according to your needs. Most of the third-party add-ons available in the marketplace are certified by Acumatica.

Customization and Flexibility in Acumatica makes it one of the most adaptable ERP solutions. Test  customizations, integrations, and changes in Acumatica’s sandbox environment before going-live to ensure smooth operations.

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