Acumatica mobile app

Acumatica mobile app DEFAULT

Remote workforce is a new dimension during the COVID-19 crisis expected to continue, meaning business’s will need to adapt. Acumatica Cloud ERP allows customers to access the ERP application from anywhere and any time, they also provide the option to access via any devices – laptops, desktop, iPad, tablet and phones.

Acumatica Mobile app is geared towards native app for Android and iOS, you can download these apps for free from play store and connect to your ERP instance and it’s free included in your pricing, access your data on the go.

Click here to read Mobile app benefits for Companies using Andorid or iOS Acumatica app

How to expose Acumatica Screens to Mobile app?

With the introduction of the Mobile app and limited screens exposed in earlier versions and with latest enhancements made in 2018, 2019 and 2020 releases, Acumatica is allowing to expose built-in screens, custom screens, Generic Inquires, Dashboards to show up in mobile app for Android or iOS.

Acumatica makes it easier for developers or users to expose Acumatica screens or custom screens or data to mobile devices through the mobile android and iOS apps.
We can accomplish customizing mobile apps through 2 techniques

  • No-coding/low-coding and
  • Customization package

In this article we will review both techniques and understand how customers can expose data or a developer can expose screens.

1st Technique – Low Coding/No-Coding:

Acumatica mobile app expose GI In this scenario you can enable any Generic Inquiry to show up on the Mobile app without any piece of coding, just click the checkbox [ ] Expose to Mobile and your done.

Pros: It’s quicker and easier and it takes all the fields exposed on the GI results and shows the output, you can control the fields by altering the results in your GI, that’s about it, quick and dirty.

Cons: You won’t be able to configure the resulting appearance of the generic inquiry screen, such as fields to be displayed, tabs, filters, title, and icon on the main menu.
This approach will work great if your not sharing this GI with other instances and will stay in only your instance of Acumatica ERP. Not a good fit for ISV solutions or plugins or packages, but great for self-use, quickly expose data to mobile app without any coding.

What if we needed to expose an Acumatica screen or a custom screen? Read on to technique B.

2nd Technique – Customization Package:

Acumatica Mobile Customization In this scenario you will create a new customization package, in the Customization Project Editor, click Mobile Application from the navigation menu, you can add existing screen or new screen and have to do bit of coding to expose the fields you want to show, the interactions you want the user to perform, saving, attaching and performing few activities.
(Screenshot from 2019 R2)

Pros: The customization of the Acumatica mobile app is performed on the Mobile Application page of the
Customization Project Editor. All changes made on that page are saved as a part of the customization
project, you can share this package with any Acumatica instance and deploy your changes, perfect way to distribute for ISV providers, plugins or custom packages. Our COVID Care package used this approach.

Cons: It does need you to understand programming and coding is required, not for end-users so stay away unless you want to lose some hair.

How to add Custom Screen to Mobile App?

Here we will cover how to customize and an existing screen or new screen, publish the package and expose the screens to mobile app, code reference from 2019 R2 and above.

Step 1: Create a new customization project or use an existing project

Step 2: Add a new screen or existing screen, since we are adding a new mobile screen we will add a new screen

Step 3: Save and Publish the package you just added the above piece of code referencing the screen ID, container and fields to show

Step 4: You can extend the functionality of displaying other fields and use controls, configure the interaction of accepting data, collecting pictures, geo location and much more

Below piece of code displays attributes grid on mobile with attribute value and options.

Enabling a Submit button on the mobile screen for accepting user interaction

Using Acumatica Mobile platform we used second technique to build Acumatica Surveys, a mobile app/screen to allow employees to respond to surveys, click to read Acumatica Survey/COVID-19 project

Technical Tip:

Once you identify the screen your going to expose to mobile, from the screen on your web instance open the web service page from TOOLS –>Web Service and click on Service description to view WSDL, you have to use the value defined in your code for example in our screen we defined “SurveyResponse” as container name and you have to review your names and reference in the mobile XML definition for it to show up, it’s quite impt step.

Based on your screen functionality you would build and develop your pages for mobile usage, test this on Android and iPhone devices, personally use Samsung Flow for testing my Android phone.

It’s quite important to refer to your training course material T400 and T410 and get your hands on, you may get close to 80% to get it working and rest is un-documented features as to how it renders the user controls into native app, so there is going to be 20% of dependency on Acumatica Dev support, just a matter of time as more developers or users start exploring the mobile app.

Happy Mobiling!

Sours: https://www.info-sourcing.com/demystifying-acumatica-mobile-app/

Acumatica

An Acumatica license is required to use this app. If you don't have one and want to learn more about Acumatica, visit www.acumatica.com.

Acumatica Cloud ERP Software enables small and mid-sized businesses to access financials, inventory, sales, purchases, and more from any web browser on any device. This allows your entire workforce to get real-time data and manage business processes using an Android device.

Key Features:
- Expense receipts and claims: submit new expenses using the camera on your device to photograph receipts. View submitted expense claims to see if they have been approved.
- Reports and dashboards: view real-time reports and dashboards.
- Time cards: enter time sheets and follow up on tasks.
- Approvals: review and complete approvals in just a few clicks.
Role Specific Features:
- Support: create and work on cases including adding pictures with your camera and taking notes using voice to text.
- Sales: manage contacts, your opportunity pipeline, create sales orders, and check order status.
- Purchasing: manage purchase orders and receipts
- Field services: perform daily appointment work including driving directions, taking notes using voice to text, entering inventory, lookup past appointments, recording time, taking pictures from the job site, and more.

Extensible:
- Developers, partners, and ISVs can create new applets without programming skills so users can access any data or Acumatica screen function.
Cost:
The Acumatica mobile app is available at no extra cost for Acumatica customers. Download the app, login, and begin accessing features.

Sours: https://play.google.com/
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Screenshots

Description

An Acumatica license is required to use this app.

Acumatica Cloud ERP Software enables small and mid-sized businesses to access financials, inventory, sales, purchases, and more from any web browser on any device. This allows your entire workforce to get real-time data and manage business processes using iPhone or iPad.

Key Features:
• Expense receipts and claims: submit new expenses using the camera on your device to photograph receipts. View submitted expense claims to see if they have been approved.
• Reports and dashboards: view real-time reports and dashboards.
• Time cards: enter time sheets and follow up on tasks.
• Approvals: review and complete approvals in just a few clicks.

Role Specific Features:
• Support: create and work on cases including adding pictures with your camera and taking notes using voice to text.
• Sales: manage contacts, your opportunity pipeline, create sales orders, and check order status.
• Purchasing: manage purchase orders and receipts
• Field services: perform daily appointment work including driving directions, taking notes using voice to text, entering inventory, lookup past appointments, recording time, taking pictures from the job site, and more.

Extensible:
• Developers, partners, and ISVs can create new applets without programming skills so users can access any data or Acumatica screen function.

Cost:
The Acumatica mobile app is available at no extra cost for Acumatica customers. Download the app, login, and begin accessing features.

Version 18.200.461

- Bug fixes and other user interface enhancements.

Ratings and Reviews

Very slow and clunky

I use this app at the beginning and end of jobs. It locks up frequently and I have to power cycle my phone to get the app to respond. It asks me to sign in using my password even though I have signed in earlier in the day. It is very slow to register information and the status timer will just continue to spin and spin until finally the data will be accepted, or I receive a timeout or protocol error. I like the app, but it is frustrating to use on busy days when customers are waiting and I cannot get the app to respond. This occurs even in places where cell service is good, so I cannot blame it on the cellular service provider, it’s the app itself.

Amazing Companion to Acumatica ERP

The mobile app not only has extensive functionality built in, but has limitless customization through the Acumatica ERP framework. The WMS system is very fast and responsive. The sign on integrates flawlessly with Azure AD multi factor authentication and also enables builtin accounts to use multi factor authentication. You can easily upload a document from the mobile app. Push notifications can be done on almost any business event to go to a users phone. The Acumatica mobile app is a must for all customers of Acumatica.

Must-have for employees working in fields

Great app for employees working outside the office to provide fast and accurate service for customers. It uses the mobile device’s features, which makes working on the go so much easier (voice dictations, mobile notifications, using camera for taking pictures of receipts, and many more). In addition to that, it displays Acumatica dashboards and reports with real-time data. Time-saver. Highly recommend.

The developer, Acumatica Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Information

Seller
ACUMATICA, INC.

Size
12.2 MB

Category
Business

Compatibility
iPhone
Requires iOS 13.0 or later.
iPad
Requires iPadOS 13.0 or later.
iPod touch
Requires iOS 13.0 or later.
Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip.
Languages

English, French, German

Age Rating
4+

Location
This app may use your location even when it isn’t open, which can decrease battery life.

Copyright
Copyright © 2016-2021 Acumatica

Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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Sours: https://apps.apple.com/us/app/acumatica/id952738765
Acumatica Cloud ERP Mobile App Setup And Overview

Acumatica Pro Tip: Acumatica Mobile App Setup, a How to Guide

A mobile app, once just a “nice to have” item on your ERP wish list is now becoming a requirement for businesses that want to stay competitive. Today, more employees working outside the office and customers expect fast and accurate service. And, an ERP mobile app is often one of the best ways to meet those challenges. But just because your ERP offers a mobile app, doesn’t necessarily mean it gives you access to the entire system in your pocket. Some ERP mobile apps only offer a limited set of features. Lucky for Acumatica users, the Acumatica ERP mobile app is not one of those. So, for anyone who wants to take advantage of the Acumatica mobile app, I’m here to show you how to get started. Let’s first discuss the key steps in the Acumatica mobile app setup process. And then, I will tell you about some of its most useful, unique features.

Acumatica Mobile App Setup: How It’s Done

Setting up your Acumatica mobile app is quite straightforward. All it takes is a few simple steps. But before we begin, please note you must have an existing Acumatica license to use the app.

  1. Download the free Acumatica mobile app from your favorite app store. Choose from the Apple App Store or Google play.
  2. Click the “Install” button on your mobile device.
  3. Once it’s installed, open the app.
  4. To connect the mobile app to your Acumatica software, enter the URL and name (optional) of your Acumatica site. For example, https://your.acumatica.site.com. Note: if both your Acumatica server and the mobile device are using the same local wireless network you can alternatively specify the URL in one of these two ways:
  • https://<Computer Name>/<Website Name>
  • https://<IP Address>/<Website Name>
  1. Tap “Next.”
  2. Enter your Acumatica username and password
  3. Tap “Sign in.”

Now that you have the Acumatica mobile app installed and running, you’re probably wondering, “what can I do with it?” Great question! Since Acumatica is a true cloud ERP and browser-based, it doesn’t limit you based on the device you’re using. In fact, the Acumatica mobile app isn’t a requirement, all you really need is a web browser. But many users feel the mobile app makes doing certain tasks easier on a smaller screen. Another major benefit of the Acumatica mobile app is its smart use of your mobile device’s native features, which makes working on the go even easier.

A Few of Our Favorite Acumatica Mobile App Features

  • Using your camera to take a picture of your receipt to create an expense report.
  • Using voice dictation to make notes on a client’s record after a service or sales meeting.
  • Capturing a client or vendor signature to move the sales or buying process forward fast.
  • Tracking your service staff members’ movement from appointment to appointment to see how efficiently you are using them.

Watch This Three- Minute Video to Learn More about These and Other Cool Features

Video Thumbnail

We hope you found these instructions useful. If you have questions, or need hands-on help with your Acumatica mobile app setup, please contact us.

If you’re not yet an Acumatica user, but you would like to learn more about the solution and whether it would be a good fit for your business, visit this webpage or call (336) 315-3935.

Sours: https://www.inteltech.com/acumatica-pro-tip-acumatica-mobile-app-setup-a-how-to-guide/

Mobile app acumatica

Mobile ERP Applications

Enjoy easy access to Acumatica information with the new native mobile app for iOS and Android – wherever you are, anytime of the day or night.

How Acumatica Mobile ERP App for iOS and Android can work for you

Mobile ERP is an Enterprise Resource Planning system that can be accessed through mobile devices, such as mobile phones and tablets. Users typically access the system over the Internet using a standard browser or dedicated mobile apps. Being able to access your business software remotely means staff and field service personnel can capture and enter data wherever they are – from the warehouse to the customer site.

Acumatica allows remote access using the iOS and Android native app or using any web browser on any device. Acumatica offers dedicated apps for mobile CRM, mobile sales orders, project time cards, and much more.

Acumatica Mobile Solutions (3 minutes)
  • Real-time access

    Connects to Acumatica in real time – you always have access to up-to-date information.

  • Extend your functionality

    Expose a variety of functionality in the mobile app using Acumatica’s Mobile Application Framework and the tools and languages developers already use. Develop advanced mobile solutions for your ERP on the Acumatica framework.

  • Automatic synchronization

    Changes made in the mobile app are updated and synced in Acumatica automatically.

  • Mobile device integration

    Leverage the unique capabilities of your mobile device such as the camera or fingerprint reader. Use the Acumatica ERP web interface to capture and upload images with a registered mobile device. Capture an image of a receipt and Acumatica automatically creates the expense receipt using AI with Machine Learning.

Important Features of Mobile ERP App for iOS and Android

View Product Sheet

Sours: https://www.acumatica.com/cloud-erp-software/financial-management/mobile-applications/
Acumatica Warehouse Management Overview

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