Acumatica· Configuration
Acumatica configuration
Configuration builds the signed design in Acumatica: features, setup records, numbering, roles and workflows. Done by hand, it is hours of screens that are hard to review and hard to repeat in production. superglue's agent applies the setup through the Acumatica API, in the sandbox first, and records each change it makes.
How this step works
What the agent does
- Turns the signed design into a configuration plan for your review.
- Applies the setup through the API in the sandbox.
- Records each change, so the configuration can be reviewed and repeated.
- Repeats the tested configuration in production.
What you decide and approve
- The setup values that only the client can decide.
- Every write. Each one pauses for your approval.
- When the sandbox configuration moves to production.
What the client gets
- A configured sandbox and production account.
- A configuration workbook that lists every setting.
What to get right in Acumatica configuration
- 01
Enable features before preferences
Turn on the required features on the Enable/Disable Features form first. Many forms and preference settings appear only after their feature is on.
- 02
Fix segment lengths before any data exists
Acumatica blocks a change to a segment length once the segment has values. Agree the lengths of account, subaccount, customer and item keys in the test tenant.
- 03
Build approval maps per document type
Turn on approval for each document type in the module preferences, then build the approval map with its conditions and amount limits. Name a fallback approver for each step.
- 04
Grant access by role
Assign access rights to user roles. Use restriction groups when users may see only some branches, accounts, customers or vendors.
Through Pine Services Group, work is underway with i-Tech, an Acumatica partner.
Read the announcementFrequently asked questions
What should you get right when configuring Acumatica?
Enable features before preferences; Fix segment lengths before any data exists; Build approval maps per document type; Grant access by role. The agent applies the setup in the sandbox first.
Does superglue change Acumatica without approval?
No. The agent shows each change before it writes and waits for your approval. Production repeats the configuration you tested in the sandbox.
How does superglue work with our consultants?
superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.
Can we use our own implementation method?
Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.
Which systems can we migrate from into Acumatica?
Common sources are Microsoft Dynamics GP, QuickBooks, Sage 100, MYOB and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.
Is client data safe?
superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.
How do we start?
Start with one live Acumatica project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.