Sometimes you need to craft a specific form for particular Acumatica customers or customer classes. This can be accomplished in Acumatica using the Mailing Settings and a custom form.
Let’s say you need a Pro-Forma Invoice form or a Quote form that is used by a service department and a different Quote form from an equipment department. We just need to create the new form using a unique report code and update the customers mailing settings.
First let’s create a new form, I normally just open the form I want to duplicate and save it using a new name. In my example, we will be using the Sales Order form.
In Acumatica, custom forms are created to fulfill customer needs and keep an accurate record of their history. If you are interested in learning more about different Acumatica features or have questions, check out our blogs or contact us at 856-335-1010.
Solutions by Industry
What's New
Private versus Public Cloud
The term “cloud” has become common in the ERP world. Migration or moving to the cloud is becoming more popular as technology evolves. While your data can be moved to the cloud, there are different ways that data can be stored: public or private. Below are the differences between public and private cloud hosting environments. Read MoreSubmitted by Ally Donahue on Fri, 04/02/21 - 1:46
Your Brain on ERP
Just as your body needs your brain and central nervous system, your business needs an integrated ERP system. Read MoreSubmitted by Ally Donahue on Fri, 03/26/21 - 1:40
Benefits of Ongoing Staff Software Training
After ERP implementation, employees who will use the technology are trained on how to use the new software. However, software systems are constantly improving and updating which can cause employees confusion while working in the system. By hosting ongoing staff software training, your staff will feel confident and prepared to do their job effectively and be well versed in the updated technology. Read MoreSubmitted by Ally Donahue on Fri, 03/19/21 - 1:44