ERP Implementation Consultant

Acumatica has released its 2026 R1 product update, introducing AI Studio and experimental access to an AI Assistant for manufacturers, distributors and retailers. The cloud ERP provider's latest release focuses on supply chain management enhancements to help businesses respond to demand shifts and improve profitability control. The Manufacturing Edition includes a new Shop Floor Kiosk for real-time production data capture and seconds-level tracking for improved labour reporting. The Distribution Edition offers real-time picking location adjustments and multi-currency requisition management. The Retail Edition adds native BigCommerce B2B integration, Shopify marketplace tax automation and Amazon profitability dashboards. The update reflects Acumatica's commitment to providing industry-specific tools that deliver immediate value to mid-market businesses navigating volatile supply chain environments.

CRM Enhancements with 2026R1. posted on 23 Mar 26 At Polaris Business Solutions, Polaris Business Solutions, Inc. help growing businesses get the most out of their ERP systems. With every new Acumatica release, Polaris Business Solutions, Inc. is excited to highlight the features that can make a real difference in your day-to-day operations. One of the standout updates in Acumatica 2026 R1 is the new CRM Approval History Tracking feature, along with several other CRM enhancements that improve visibility, accountability, and workflow efficiency. If your team relies on Acumatica's CRM module to manage leads, opportunities, cases, or sales quotes, these updates are designed to give you better insight into your approval workflows and make collaboration smoother across your organization. Key CRM Enhancements in Acumatica 2026 R1: A. Tracking a Record's Approval History In previous versions of Acumatica, once a record went through the approval process, there was limited visibility into the full approval trail. Users could see the current status i.e., approved, pending, or rejected but the detailed history of who approved or rejected the record, when it happened, and any comments left during the process were not easily accessible from the record itself. With Acumatica 2026 R1, a new Approval History section is now available directly on CRM record forms. This enhancement provides a complete, chronological log of every approval action taken on a record. Users can filter on Approved, Current, Pending, Rejected, and All Records: Current Filter: Display all activities for the current session All Records: Display all the sessions marking old sessions as Obsolete: This is a significant improvement for organizations that need a clear audit trail for compliance, internal controls, or simply to understand where a record stands in the approval pipeline. No more digging through emails or activity logs to figure out who signed off and when. This feature is available of many other screens like Checks and Payments, Invoices and Memos, Reconciliation Statements, Sales Quotes, Employee Timecards, Journal Transactions, etc. B. Side Panel with Customer/ Vendor Information: Building on CRM usability improvements, Acumatica 2026 R1 introduces a Side Panel for Customer/ Vendor Information that allows users to quickly view key customer details without leaving the Customers/ Vendors list. By selecting a record and opening the side panel, users can access multiple tabs that surface important information in context. Below are some examples for Customers tab: Customers: Displays the customer's core settings: Contacts: Provides a quick overview of associated contacts and their basic details. Documents: Brings together financial and sales activity, including balances, open AR documents, sales orders, quotes, and opportunities, allowing users to monitor customer interactions and outstanding transactions in one place. Similar to the customer side panel, Acumatica 2026 R1 extends this functionality to other records, including Vendors, Salespersons, and Employees. From their respective list screens, users can open the side panel to quickly view key information such as settings, financial documents, sales activity, goods and services, and compensation details, providing greater visibility without navigating away from the main list. C. Improved CRM Activity and Communication Tracking Acumatica 2026 R1 brings enhancements to how activities and communications are tracked across CRM records. Updated activity logging provides richer detail on emails, calls, and meetings linked to leads, contacts, and opportunities. This makes it easier for sales and support teams to get a complete picture of every customer interaction without switching between screens. Why These CRM Updates Matter For businesses that use Acumatica's CRM to manage their customer relationships, sales pipelines, and service operations, the 2026 R1 enhancements deliver meaningful improvements in three key areas: * Accountability: Full approval history tracking means every decision is documented and traceable. * Compliance: A complete audit trail on CRM records supports internal controls and regulatory requirements. * Better Visibility and Insights - Key customer and vendor details are accessible instantly. Consolidated financial and operational information (AR aging, statements, documents, contacts) helps teams quickly understand account status and act. * Efficiency: Streamlined delegation, improved activity tracking, and AI-assisted workflows help teams work faster and smarter. At Polaris Business Solutions, Polaris Business Solutions, Inc. work closely with its clients to implement these updates and ensure they're getting the most out of every new release. Whether you're upgrading to 2026 R1 or considering Acumatica for the first time, its team is here to help you unlock the full potential of your CRM and ERP systems. Contact Polaris Business Solutions, Inc. today at [email protected] to learn how the new Acumatica 2026 R1 CRM features can benefit your organization!

Acumatica 2026 R1: latest Acumatica ai-enabled product release delivers intelligence that works for you. Acumatica's leading-edge product release, Acumatica 2026 R1, is now available to everyone. Here's an overview of what customers can expect. Acumatica is relentlessly focused on providing innovative, AI-powered, and industry-specific capabilities to enable growing businesses to thrive in today's digital world. Its Rallying Cry brilliantly captures its unique approach to making good on this promise: "Building the Future of Business, Together." Simply put, when the Acumatica Community works collaboratively towards a united goal, Acumatica'll meet - if not exceed - it. Its product roadmap is guided and driven by the concept of "Customer-Driven Innovation," where direct feedback from the Acumatica Community of partners, developers, and customers helps define its twice-yearly updates designed to help its users become more agile, adaptable, and strategic in a complex marketplace. Today, Acumatica is excited to announce that its latest release, Acumatica 2026 R1, has reached the general availability stage, and it's filled with a multitude of customer-driven improvements and innovations delivering AI-enabled intelligence that works for you. Acumatica 2026 R1 general availability: using AI to innovate for its Community. With Acumatica 2026 R1, Acumatica users are not just getting updates to its comprehensive ERP solution; they're gaining sophisticated, AI-powered innovations geared specifically for their industry. Every industry edition, from manufacturing, distribution, and retail to construction, and professional services, has received new and expanded capabilities that will ensure operational success. Acumatica 2026 R1's AI-inspired improvements to its comprehensive industry applications as well as to its reporting capabilities align with its strategic product pillars Acumatica highlighted during Summit 2026. These pillars include ensuring the solution is future-ready, adaptable, built to deliver industry-specific functionality, delivering a great user experience, and providing AI-first innovation. During the Day 2 Keynote, in announcing the beta availability of 2026 R1, Acumatica executives previewed key product enhancements of the new release, as outlined in its Day 2 press release: * AI Assistant and AI Studio: New tools that allow customers and partners to configure and apply AI in meaningful ways, turning insights into assistive automation that is transparent, easy to understand, and grounded in business context. * Modern Experiences for All Users: A modernized user interface is now available across the platform, delivering cleaner layouts, faster navigation, no-code personalization, and more consistent workflows that reduce friction and help users get work done faster * AI-Powered Reporting and Insights: Improved out-of-the-box reporting paired with proactive AI-powered anomaly detection, helping teams quickly identify what's changed, where attention is needed, and how to act. * New Digital Assistant with AI-Powered Workflows: Introduction of AI agents and AI-assisted workflows that streamline self-service, reduce manual effort, and improve response times across customer service, sales, and operations. As AI continues its momentum, Acumatica is taking the lead in the ERP space, helping customers strategically and responsibly adopt AI into their everyday workflows to enhance - not eclipse - human expertise. "We're building AI directly into our existing workflows, including at the industry level. We're leveraging the power of our cloud to integrate rapidly changing AI capabilities, bringing them to you," says Acumatica CEO, John Case. "We're doing all of this while maintaining our foundational principles of customer data ownership and data control." Revealing all Acumatica 2026 R1 details. Ultimately, Acumatica's industry-specific, intelligent tools are designed to work for its users. They're delivering enhanced reporting and insights while new partnerships and integrations, such as those that are bolstering its payments capabilities, along with input from its customers are helping its customers solve real-world problems and gain real value on day one. Over the coming days and weeks, Acumatica'll be diving deeper into Acumatica's capabilities as Acumatica continue this four-part Acumatica 2026 R1 series, and its upcoming press releases will also lay out industry-specific details for Acumatica customers. Stay tuned this week as Acumatica publish a series of press releases to share more about how Acumatica is delivering the capabilities businesses in every industry need today to be competitive and succeed. * Acumatica 2026 R1 Strengthens Supply Chain Management for Manufacturers, Distributors, and Retailers * Acumatica 2026 R1 Equips Construction Firms to Scale with Tools to Control Project Risk and Rising Costs * Acumatica Cloud ERP Delivers Advanced AI Capabilities to Boost Collaboration for Service-Driven Organizations Acumatica will also post information-rich blogs providing more details on how industry depth in 2026 R1 delivers industry-specific value today for growing businesses (March 30), how real-time visibility and insights in 2026 R1 turns data into an advantage (April 6), and how 2026 R1 expands AI from insight to action (April 13). Acumatica is excited to be an ERP leader that's not only expanding globally but also making AI practical to ensure powerful results. To learn more about its AI principles and how Acumatica is incorporating them into Acumatica 2026 R1, contact its team today.