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Acumatica Customization and Development Tools

erp-system-requirementsEnterprise Resource Planning (ERP) Tools

Acumatica product suites include a complete set of web-based ERP tools so you can tailor Acumatica to your business. There are content management tools for collaboration, reporting tools for business intelligence, and customization tools for changing screens, reports, and workflows.

Advanced users can utilize our application programming interface (API) and software development kit (SDK) to build new modules and extensions which integrate with all existing modules. Check out Acumatica's various integrated ERP tools below:
> ERP Content Management Tools
Acumatica ERP content management tools allow you to centrally organize all of your digital data consistent with your data security policies. You can organize information in a business wiki or attach it to financial transactions, help files, or customer records so it is available at the time when it is needed.
ERP Reporting Tools
Acumatica ERP provides an integrated set of ERP reporting tools used to organize, present, and manage business data. Web based tools create dashboards and reports with up-to-the-moment views of your business while the Acumatica Report Designer provides a desktop utility that can design complex reports which can be easily uploaded to the server.
ERP Customization Tools
Acumatica ERP includes a set of web-based customization and ERP integration tools so you can easily adapt Acumatica to your environment. You can make visual, functional, and database customizations to fit your business needs and import data from any external service or data source.
ERP Development Tools
Acumatica ERP includes a set of desktop tools designed for the development of applications found in ERP and CRM systems. Applications developed using the Acumatica development tools inherit the same web-based graphical user interface, menu system, reporting engine, access rights system, customization, document management, and other system wide features included in Acumatica business applications.

Acumatica ERP Content Management Tools

Acumatica ERP delivers a powerful set of content management tools which enables information and document sharing among all system users.
Information can be organized as articles in a business wiki, supporting documents can be attached to wiki articles or financial transactions, articles and documents can be published on internet or shared among internal users. The content management tools are seamlessly integrated with all Acumatica products providing the single information space across the organization.

Business Wiki
The business wiki enables users to create, group edit, and share online documents subject to each person’s access rights. Wiki pages may contain real-time dashboards, text, images, links to other articles, and file attachments. You can set access rights for each wiki page, article, or document. Uses include policies and procedure manuals, knowledge base management, news and announcement management and other frequently updated documents that benefit from wiki type version tracking and security. You can easily set up individual wikis for sharing specific information within project teams, departments, or external users.

File Management
File and document management: file attachments enable users to attach images, PDF’s, spreadsheets, .doc files, faxes, scanned receipts, and other digitized business documents to the wiki pages and financial transactions. You can distribute and share the documents between the system users to improve user collaboration and centrally manage the information. You can also simplify auditing because receipts, invoices, contracts, and other supporting documentation are directly linked to and available with the financial transactions.

Website Management
Acumatica website management tools allow you to centrally manage content and collect data from internal and public facing websites. Using Acumatica website management tools you can integrate with your existing website, establish a web presence for your company, publish your company news and events, accept customer requests, and disseminate information using a private knowledge base and download areas.

ERP Reporting Tools

Acumatica ERP includes a set of general purpose reporting tools that can be used to deliver customized views of your business to every department in your organization.

Reports can be tailored to meet the information needs of all roles and people in your organization. Reports are delivered in real-time and include only accounts, customers, and data which users are authorized to see.


ERP reporting dashboards present summarized views of key information using tables, pie charts, and other graphics. Content on all dashboards is dynamically generated to provide real-time results across an entire organization.

Clicking on a web-based dashboard element enables users to drill-down to successively higher levels of detail.

Dashboards can include not only reports and inquiries, but also help screens, announcements, key performance indicators, and wiki articles. Each user can design their own dashboard with little or no training to deliver real-time information, customized for their particular need. Users can customize a “home” dashboard as well a dashboard for each different module.

Integrated Reporting Engine

Acumatica’s ERP integrated reporting engine allows you to retrieve online reports to make better, faster, and more informed decisions. Reports can be produced in HTML, PDF, Excel, and Word formats so they can be easily shared with others. Acumatica ERP supports generation of signed PDF documents and automates report delivery over email.

Prior to running reports, you can specify report parameters as well as output requirements. After the report is created, you can click links inside the report to navigate to the data entry screens which provide supporting details.

Report Designers

Acumatica ERP provides a desktop application and web based tools for developing new reports based on your financial and customer data.

The desktop application allows you to create new reports or customize any predefined report using a visual report designer. The application interacts with the Acumatica server through web services and to enables remote report development and modification. All reports created with this tool can be easily registered in the application so they can be accessed in the Acumatica menus.

The web based reporting engine allows you to create reports which are tightly integrated with your general ledger account and sub account structures across multiple ledgers. The report writer allows you to specify row sets, column sets, and unit sets to create complex reports with a hierarchical drill down structure.

ERP Customization and Integration Tools

Acumatica ERP provides a set of web-based customization tools that allows you to change the appearance, business logic, and add custom database fields of your deployment. Alterations made using the customization tools are stored as meta-data and preserved during system upgrades.

Integration tools allow you to import data from any external service or data source to simplify migrations and build interfaces.

Highlighted ERP Customization Features

Visual ERP Customizations

Visual ERP customization tools allow you modify the look and feel of screens by moving, adding, hiding, or deleting screen objects. Once in “customization mode” you can drag screen elements to new locations, enable or disable controls, and change control properties such as the tab order. After completing modifications you can accept and publish your changes.

Functional ERP Customizations

Functional ERP customization tools allow you to change the existing business logic and create new functions which can be linked to screen elements. You can add controls with new business logic or modify the logic associated with existing controls. The functional customization tools allow you to extend or override application business logic to fit your business processes and requirements.

Acumatica ERP provides full source code of the business logic layer with the application, enabling developers to extend and customize even more easily.

Database ERP Customizations

Database ERP customization tools allow you to modify data access class properties to add new custom fields or change existing field properties. These changes are monitored by the Acumatica customization engine and automatically propagated to the business objects and database. Using this functionality you can extend the length of existing database fields or add new user defined fields to store business specific information.

Integration Services

A collection of tools that help you tightly integrate Acumatica ERP to external applications and data. Import data from Excel or an external schema such as one provided by Create mappings and specify conditions for importing data to accommodate complex requirements.

ERP Development Tools

Acumatica ERP is the most flexible ERP package that adapts to your needs. When you buy any Acumatica ERP application suite, we also include all the tools you need to easily extend and customize Acumatica.

This development toolkit is Acumatica Studio. With Acumatica Studio, the infinite possibility Acumatica brings begins to unfold. It’s easy to extend and customize. Integrate Acumatica seamlessly with your existing applications or third party solutions so you can maximize your investments. It can save you hundreds of thousands of dollars in customization expenses.

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