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.
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ERP Hierarchy of Needs
Maslow's Hierarchy of Needs a psychological concept that people are willing to fulfill basic needs before pursuing higher level needs. This theory was created in 1943 by Abraham Maslow. The five levels, physiological, safety, connection, esteem, and self-actualization are all components of what humans need. Just like we need these basic necessities, so does a company when implementing a new ERP system. All five levels in an ERP sense are vital to future system success. Below you will find a creative infographic highlighting the similarities of each human need to each ERP need. Read MoreSubmitted by Ally Donahue on Fri, 01/15/21 - 12:36
Why an ERP System Isn’t “One Size Fits All”
Have you seen the phrase, “One Size Fits All”, marked on different types of clothing? Most items labeled as such usually are very plain and have a standard size to accommodate most. Of course there are outliers and truly not everyone can fit in a one sized option. This is also true of ERP systems; they cannot be “One Size Fits All” due to complexities. Read MoreSubmitted by Ally Donahue on Fri, 01/08/21 - 10:27