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~9 → 3Days for month-end close
5 moDiscovery through go-live
8Shared workbooks retired
WeeklyShop-floor counts into ERP
The situation

Two sets of numbers every month

Production tracked jobs and scrap on paper and shared drives. Controllers pulled inventory and WIP into Excel, then spent nights matching it to Acumatica. Close took close to nine business days, and nobody trusted the on-hand balances during the month.

What we did

Configure the ERP to the real process

We sat with planners and the controller for two weeks, then rebuilt BOM stages, job cost capture and inventory transactions so receipts and issues hit Acumatica the same day. Business events replaced the nightly spreadsheet merge. Generic inquiries replaced the export pack the CFO used to ask for by email.

Delivery

Main pieces of the work

Floor capture

Barcode and simple terminal entry for job moves, tied to Acumatica production orders.

Acumatica config

BOM, inventory and job cost aligned to the stages the plant already used.

Automation

Business events for receipts, transfers and exception alerts.

Finance views

Live GIs for WIP, variance and close checklist progress.

Stack
  • Acumatica Cloud ERP
  • Customizations & APIs
  • Python integration jobs
  • Business Events & GIs
Outcomes
  • Month-end close typically finishes in three business days
  • Eight reconciliation workbooks no longer used after hypercare
  • Inventory adjustments dropped once weekly counts posted into ERP
  • Controller and plant manager review the same WIP view in standups

Finance and production still disagree at month-end?

We can review your Acumatica setup in a short working session and call out what is config vs. what needs code.

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