Keeping your Acumatica ERP account always current ensures your business can leverage the latest features, security updates, and workflow enhancements without surprises.
Preparing for a new release isn’t just about hitting “upgrade”—it’s about planning, testing, and making sure your account and team are ready. Here’s how to approach it.
1. Stay Informed
Acumatica releases two major updates per year, plus smaller patches. Before upgrading:
- Read Release Notes: Acumatica’s release documents are more than a summary—they explain new features, enhancements, and resolved issues. Reading them helps you understand potential impacts on your workflows.
- Attend Webinars & Demos: These sessions show new functionality in action and give your team a head start on adoption.
2. Use the Release Preview (Beta) Environment
Acumatica provides a Release Preview environment where you can test upcoming versions safely:
- Test Workflows & Custom Screens: Ensure everything—from daily processes to customizations—works as expected.
- Train Your Team: Let key users explore new features before they reach production.
- Identify Issues Early: Catch conflicts, integration problems, or necessary adjustments in a risk-free environment.
Tip: Make sure you use the Release Preview account. It’s your safest way to avoid surprises during the upgrade.
3. Review Customizations and Integrations
Customizations, third-party apps, and integrations can behave differently after a release. Before upgrading:
- List all customizations and integrations.
- Test each in the Release Preview environment.
- Plan adjustments to maintain compatibility.
4. Quick Upgrade Checklist
Based on experience and best practices, here are key steps to prepare:
- Test all processes and custom screens in the Release Preview environment.
- Revise numbering schemas; switch from manual to auto-numbering where appropriate.
- Enable all users in the production tenant.
- Activate email processing.
- Close accounting periods to match prior system activity.
- No need to release open documents before upgrading; post-go-live transactions remain the client’s responsibility.
5. Plan Your Rollout
Once testing is complete:
- Connect with your Acumatica partner
- Get a sandbox account to test process areas
- Schedule the production update during low-activity periods.
- Communicate changes and timelines to your team.
- Provide short training sessions on new features.
Protelo is here to help!
Preparing for an Acumatica release is about more than updating software—it’s about testing, planning, and giving your team the tools to succeed. By reading release notes, leveraging the Release Preview environment, and following a clear checklist, you can keep your account current, avoid surprises, and get the most out of every new feature.
Contact our Acumatica experts today for expert guidance and release-ready support.