Mastering Custom Fields Development

What you'll learn

Understand the purpose of custom fields in Acumatica and when to use them.
Learn how to create and configure different types of custom fields (Text, Number, Dropdowns, etc.).
Apply custom fields in Generic Inquiries and reports for data visibility.
Learn how to use custom fields in workflows

Requirements

No prior programming knowledge required – this is a no-code course.
Basic familiarity with Acumatica's UI is recommended but not required.
Access to an Acumatica instance (either a demo or production environment).

Description

Unlock the full power of Acumatica without writing a single line of code! Whether you're an ERP consultant, business analyst, administrator, or power user, this practical course will equip you with the tools and confidence to customize Acumatica like a pro – the no-code way.In this hands-on course, you'll learn how to add, manage, and secure custom fields in Acumatica, tailor screens to fit your unique business workflows, and use those fields across reports, dashboards, and even workflows. Through real-world examples and a fictional company case study, you'll walk step-by-step through customization projects designed for real business impact.What You'll Learn:How to add custom fields to any Acumatica screenHow to control field visibility, default values, and securityThe differences between DACs and extension tablesHow to use custom fields in reports, dashboards, and workflowsHow to build field-level logic without codingBest practices and pro tips for no-code customization

Who this course is for

:Acumatica administrators and power usersERP consultants and business analystsCitizen developers with little to no coding backgroundSmall and mid-sized business owners using Acumatica Course Format:Bite-sized video lessons with clear examplesHands-on customization exercisesQuizzes at the end of each sectionReal-life business scenario (VisionTech Supplies)Tips and troubleshooting strategies

Requirements

:Basic knowledge of Acumatica navigation and formsAccess to an Acumatica sandbox or test environmentNo coding experience required!Take control of your ERP. Customize smarter. Let's make Acumatica work for you – without writing code.By the end of this course, you'll be confident in extending Acumatica screens with meaningful, functional, and secure customizations—all without writing any code. No developer background is required.Enroll now to take your Acumatica skills to the next level with the power of no code! Let's bring real business impact with smart, simple customizations.

Who this course is for

Acumatica users who want to enhance their ERP experience with custom fields.
Business analysts & ERP consultants looking to improve reporting and automation.
ERP administrators who need to customize Acumatica without writing code.
Companies & decision-makers who want to streamline their ERP operations efficiently.
Homepage:

https://www.udemy.com/course/acumatica-strictly-no-code-customization-part-1/