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Customization Projects: To Create a Customization Project

The following activity will walk you through the process of creating a customization project.

Back to TopStory

Suppose that you are a customizer in your company, and you have been asked to prepare a customization project as the first task in beginning a customization effort for Acumatica ERP.

Back to TopProcess Overview

By using the Customization Projects (SM204505) form, you will create a customization project and open it in the Customization Project Editor.

Back to TopSystem Preparation

Before you begin performing the steps of this activity, you need to prepare an Acumatica ERP instance by performing the Customization Projects: To Deploy an Instance prerequisite activity.

Back to TopStep: Creating a Customization Project

To create a customization project, do the following:

  1. In Acumatica ERP, open the Customization Projects (SM204505) form.
  2. On the form toolbar, click Add Row.
  3. In the Project Name column of the added row, enter the customization project name, Yogifon.
  4. On the form toolbar, click Save.
    5. The Acumatica ERP customization project is created. Now you can open the Customization Project Editor for the project by clicking the project name in the table.