“Configure, don’t customize” is the mantra you hear from ERP vendors, consultants, and IT leads. But when your business has a unique process that’s hardwired into how you operate, that line can get blurry fast.
So how do you know when to stick with native ERP features, when to explore plug-ins, and when a full customization might actually make sense?
Most modern ERPs like Acumatica are designed around industry best practices. This means the platform’s native functionality reflects the input of real businesses and users.
So before jumping into custom development, take a beat and ask: is this process really serving you, or is it just “how we’ve always done it”? A good first step is to configure the system’s existing features to support your current needs.
Things like approval workflows, purchasing processes, or basic reporting can often be handled with built-in options, no code required.
Configuration is especially appropriate for areas like:
Sometimes, though, configuration just won’t cut it—especially when you’re dealing with something that makes your business different from everyone else.
Every company has its “secret sauce.” Maybe it’s how you calculate commissions, your franchise billing model, or the way you allocate project revenue. These kinds of processes don’t always fit neatly into the default options. That’s where customization comes into play.
But it’s worth thinking carefully about how deep you go. Customizations that change core ERP logic, like how projects allocate costs or how completion percentages are calculated, can introduce complexity that makes future upgrades more work. You’re not locked out of updates, but they will require more testing and may impact other modules.
Between full-blown custom code and out-of-the-box features lies a middle ground: prebuilt plug-ins and integrations from third-party vendors. These can be a great way to add functionality without reinventing the wheel, if you find one that aligns with your needs.
But that “if” is important. You might find a solution that gets you 60 to 90 percent of the way there, but not all the way. And you’ll want to do your homework on the vendor. How long have they been in the market? Will they keep supporting the product in future ERP versions? It’s not uncommon to see a great plug-in abandoned after a few version cycles, leaving businesses in a bind.
When evaluating plug-ins, ask:
APIs are a powerful tool in the ERP customization toolbox. They allow your system to exchange data with other software, whether that’s syncing customer records, pushing invoices, or receiving inventory updates.
When dealing with APIs, consider direction and reliability. If external systems are pushing data into your ERP, look for features like retries and success confirmations to handle network issues or downtime. If your ERP is pushing data out, make sure there’s a way to confirm successful delivery.
APIs can be a smart way to customize without actually modifying the core ERP, as long as they’re built with resilience in mind.
There’s no one-size-fits-all answer to the build vs. buy question. The real key is understanding your business needs and the long-term impact of each choice.
Start by configuring native features wherever possible. If that doesn’t cut it, weigh the pros and cons of customization or third-party solutions. And wherever you land, make sure your approach supports your long-term goals, including the ability to upgrade without disruption.
The goal isn’t just to make your ERP fit today. It’s to make sure it keeps fitting as your business grows.
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