For Acumatica Power Users, the ability to navigate and manipulate the platform’s numerous features is a skill that grows over time. One of the platform’s underutilized gems is the use of screen filters—especially in areas more challenging to customize, such as the Prepare Payments screen. Let’s dive into how a seemingly simple tool, the screen filter, can be wielded to tackle complex operational needs, particularly filtering by due date and discount simultaneously.
Check Processing Inefficiencies
Among the myriad tasks that financial teams handle, processing checks efficiently remains a critical operation. The challenge often lies in prioritizing which checks to process based on crucial financial metrics, such as due dates and available cash discounts. Typically, these two conditions are evaluated separately, complicating the workflow, and potentially leading to missed opportunities for financial optimization.
A Tailored Solution with Screen Filters
Imagine a scenario where you could merge the criteria—due date and discount—into a single, streamlined filter directly on the Prepare Payments screen. Here’s how you can set this up:
1. Navigate to the Prepare Payments Screen
2. Open Filter Options
3. Set the Dual Criteria
4. Apply and Save Your Filter
Once your criteria are defined, apply the filter to see the results. If it matches your requirements, don’t forget to save it for future use, ensuring you can repeat this optimized process with just a few clicks.
The Benefits Unleashed
By applying this dual filter, you transform the Prepare Payments screen from a standard list into a powerful financial management tool. This approach not only saves time by focusing on checks that meet your most pressing criteria but also enhances financial outcomes by ensuring you never miss out on beneficial cash discounts.
Beyond Check Processing
While our focus today is on simplifying check processing, the implications of effectively using screen filters in Acumatica are far-reaching. Every screen with a filter option becomes a potential area for customization and improvement, empowering users to tailor the system to their operational rhythms and business logic.
Wrapping Up
The ability to filter by due date and discount simultaneously on the Prepare Payments screen is just one example of how Acumatica’s flexibility can be harnessed to address specific business needs. As you become more comfortable with screen filters, we encourage you to explore other areas where this feature can enhance efficiency and decision-making.
Keep an eye on our blog for more tips and tricks designed to help you maximize your Acumatica experience. Together, let’s unlock the full potential of your ERP system, one filter at a time.