Acumatica (v23) - Onboarding Requirements [Information]

This article describes the setup requirements for the techSHIP Acumatica (v23) plugin. 

NOTE: This article is for the v23 plugin. For the deprecated version, please refer to: Acumatica - Onboarding Requirements [Information].

This article is divided into the following sections:

1. Configuring Plugin Parameters
   1. Required
   2. Optional
2. Final Considerations

I. CONFIGURING PLUGIN PARAMETERS

i. Required

When onboarding or adding a new Acumatica portal, you must provide and verify the following information (highlighted in red in the previous screenshot):

• Acumatica Username
• Acumatica Password
• Acumatica Update Username
• Acumatica Update Password
• Acumatica Service URL
• Acumatica Endpoint (Typically, Techship/[AcumaticaVersion])

ii. Optional

The following parameters are optional (highlighted in blue in the previous screenshot):

• Acumatica Company 

• Acumatica Tenant 

• Acumatica Branch 

• Acumatica default box type (e.g., SINGLE) 

• Acumatica Rate Limit

   

  NOTE: The Acumatica Rate Limit field is based on the order volume. Consult with the development or implementation team if this needs to be completed or modified.

   

• Load Stock Items: If checked, this will load lines UPC from Acumatica StockItem entities.

• Load item dimensions: If checked, this will load height, length, width, and weight of StockItems defined on Acumatica to the lines.

• Acumatica Order Type: If detailed, allows techSHIP to set what order types to support. 

• Acumatica Warehouse ID: Used to filter shipments when importing by sales orders.

• Flex Field Mapping: Allows binding custom fields in addition to the standard plugin bindings.

   

II. FINAL CONSIDERATIONS

Packing logic is conditional:

• If packing is done in techSHIP, imported shipments must not have packages (boxes) created in Acumatica.
• If packing is done in Acumatica, the corresponding shipments can have packages and content, which will be transferred to techSHIP.

Any missing or non-validated, incorrect setup or information will delay the setup process.