Presentamos Acumatica Cloud ERP: 2026 R2

Ask Deeper Questions and Turn AI Assistant Insights into Reusable Dashboard Widgets

Ask complex business questions that would otherwise require multiple reports and manual analysis. Expanded financial inquiries allow AI Assistant to analyze document history and answer questions about prior periods and specific dates, helping finance teams understand how balances changed, identify trends, and investigate the transactions behind the numbers. Receive answers as text, charts, or tables, and generate and refine reusable dashboard widgets. Review the source Generic Inquiry and query details behind each widget, then add selected widgets to an editable dashboard so teams can continue using them after the conversation ends.

Activate AI Agents to Work Together Across Business Processes

Give your teams AI agents that are simple to create and powerful when connected. Agents can start automatically through Business Events, Import/Export Scenarios, or workflows your teams already use. They draw on relevant ERP data to inform their reasoning, take precise action, and pass work to the next agent or automated step. Automate work such as adjusting prices to meet target margins, applying discounts, qualifying new leads, or assessing credit risk.

• Create and save agents with simple instructions
• Trigger agents automatically when defined business conditions occur
• Connect multiple agents and existing automation to complete multi-step processes
• Use multiple Generic Inquiries as data source to perform informed actions across multiple areas of the ERP
• Apply existing access rights and optional sensitive-data masking

Connect Approved ERP Data to External AI Tools with MCP Servers

Give AI agents and external applications standardized read-only access to selected Acumatica ERP data. Administrators configure Model Context Protocol (MCP) servers and expose published Generic Inquiries as callable tools, so employees can ask assistants like Claude or ChatGPT questions and get answers drawn straight from Acumatica. Every request runs under the user's existing access rights and is logged, keeping data governed as AI use expands.

Strengthen AI Automation Oversight with Data Masking and Token Usage

Mask selected fields from the current record before AI Automation sends information to an LLM, then restore the original values inside Acumatica. Expanded processing logs and provider-reported token counts give administrators greater visibility into the data exchanged, and usage across each automation.

Load Generic Inquiries Faster and Create Grouped Table Views

With Generic Inquiry Optimization, you can store the results of large, complex, or frequently accessed Generic Inquiries in a dedicated table instead of recalculating them with every request. Refresh results on a schedule or on demand, then reuse them across dashboards, OData, MCP, and pivot views. Grouped Table views organize inquiry results into expandable hierarchies with subtotals, totals, and calculated values—making complex information easier to analyze without rebuilding the inquiry in Report Designer.

Expand Self-Service Reporting with DAC-Level Data Security

Give business users freedom to create their own Generic Inquiries while keeping restricted data protected. When enabled, DAC-level security uses existing screen-based permissions to control which Data Access Classes (DACs)—the underlying data objects used by Acumatica screens—are available in the Generic Inquiry form and DAC Schema Browser. Users can create inquiries while accessing only authorized data, and administrators gain greater visibility into how access is determined across data sources, screens, and roles.

Prepare for Classic UI Retirement as the Modern UI Becomes the Default

Introduced over the past several releases, the Modern UI is now the default experience, while Classic-only screens remain accessible in 2026 R2 with advance warnings. Organizations can use this release to identify and migrate remaining Classic forms, dashboards, pivot tables, and customizations before Classic-only functionality is retired in the next 2027 R1 release.

Automate Vendor Payments with AvidXchange

Prepare and send vendor payments through AvidXchange directly from Acumatica. AP Payments powered by AvidXchange delivers payments to U.S. vendors by virtual card, ACH, or check based on each vendor's payment preferences, eliminating the need to maintain vendor bank details in Acumatica. Track payment progress, synchronize status updates individually or in bulk, download proof of payment, and request that eligible payments be stopped—all while keeping payment activity connected to your accounts payable records.

Pay Vendors Faster — At Home and Abroad — Through BILL

BILL's Pay Faster service now supports ACH payments in addition to checks, so U.S. vendor payments can reach their destination sooner when timing matters. For vendors outside the United States, you can now prepare and process payments on bills in foreign currencies — not just USD — with exchange-rate and disbursement details shown right in the payment.

• Speed up ACH payments to U.S. vendors with BILL's Pay Faster service
• Pay international vendors in their own currency, including foreign-currency bills paid in the same currency
• Review exchange-rate and disbursement details directly in the payment record

Process Payroll Up to 63% Faster

Complete payroll processing sooner with faster paycheck calculations and batch releases. Performance improvements reduce processing time by up to 63%, with organizations processing hundreds of paychecks seeing the greatest benefits. Payroll teams can reduce wait times and complete large payroll runs faster without changing their existing workflows or compromising calculation accuracy.

Strengthen Vendor Controls with Configurable Approvals

Configure an approval workflow for vendor creation and updates so new or changed vendor records stay unavailable for purchasing or AP documents until the required approvals are complete — keeping unverified vendor data out of your financial processes.

Speed Bank Reconciliation with Intelligent Bank Matching

Every time you manually match a bank transaction to a document and confirm it, the system remembers the relationship between the cash account, the payee value from your bank, and the vendor or customer you matched it to. The next time that payee appears, the matching document gets a stronger match automatically — so the same manual work doesn't repeat itself month after month.

File 1099s Through the IRS's New IRIS System

Prepare for the IRS transition from Filing Information Returns Electronically (FIRE) to the Information Returns Intake System (IRIS) for the 2027 filing season. Acumatica's Create E-File process now generates CSV files formatted for IRIS instead of FIRE, for both 1099-MISC and 1099-NEC, with new vendor and company fields required for IRIS filing.

Meet Visa's Commercial Enhanced Data Program Requirements

Enhancements to Level 3 card payment processing help you transmit more accurate payment data, preserve fee discounts, and handle more real-world scenarios — partial applications, discounts, negative lines, currency conversion, and pay-by-line processing — with clear, actionable errors when data is incomplete.

Create Refunds Without Reopening Closed Financial Periods

Process customer refunds even when the original payment was released in an inactive, locked, or closed financial period. Acumatica automatically assigns the current business date and corresponding open financial period to the refund, eliminating the need to reopen the original period while maintaining established period controls.

Put Payment Processing Status to Work Everywhere

Monitor and act on credit card and ACH payment statuses across Acumatica. Because processing status is now stored with each payment, teams can use it to filter Generic Inquiries and reports or trigger business events when a payment reaches a specific status. New expiration warnings also flag pre-authorized payments that need attention, helping teams identify exceptions earlier, automate follow-up, and keep payments moving.

Automate Expense Receipts for Corporate Card Refunds

When a corporate card transaction comes through as a refund or return, Acumatica can now create the corresponding expense receipt automatically, the same way it already handles regular charges — eliminating a manual step that used to precede every refund claim.

Create Prepayment Invoices for Sales Orders with Existing Payments

Create a prepayment invoice for a sales order that already has a payment or prepayment applied — one imported from an external system — and automatically link that payment to the new invoice. This works for a single sales order or a full batch.

Prioritize Urgent Customer Conversations with AI-Assisted Analysis

Spend less time reviewing emails and activities to decide where to respond first. AI highlights opportunities and cases that need attention, helping sales and service teams prioritize their work and respond more quickly. Open the Activity Stream to review customer sentiment, a summary of recent communications, suggested next steps, and a suggested reply—all in one place.

Find More Sales Opportunities with Related-Item Suggestions

Offer customers relevant substitutes, higher-value upsells, complementary cross-sells, and other related products or services earlier in the sales process. Related-item suggestions, including ML-generated cross-sell and upsell recommendations, appear in opportunities, sales quotes, and project quotes, where representatives can review price, quantity, and availability and add items without leaving the workflow. When a related item is substituted or added, the Related Item History inquiry shows which document made the final change—so you can trace the sale back to its origin.

Check Real-Time Inventory Availability Without Leaving the Deal

Answer customer availability questions faster with real-time inventory information displayed directly in opportunities and sales quotes, just like sales orders. View On Hand, Available, and Available for Shipping quantities for stock items in the table footer, reducing manual checks and helping you make confident pricing and commitment decisions without interrupting the sales workflow.

Respect Marketing Preferences for Mass Email Automatically

Organize mass emails into marketing categories, and CRM will automatically manage recipient preferences for each one. Link categories to SendGrid unsubscribe groups so Acumatica can reflect subscription changes in CRM records and apply preferences automatically during mass email processing. Recipients can unsubscribe from one category while continuing to receive others — helping teams send more relevant communications, reduce manual preference management, and support email compliance.

Manage Complex Work with Parent-Child Projects

Vincula proyectos, fases, ámbitos de trabajo, edificios, emplazamientos o centros de coste internos en una jerarquía de tipo «padre-hijo». Factura al cliente el trabajo de todos los proyectos «hijos» a través del proyecto «padre», o consolida los datos de los proyectos «hijos» en el proyecto «padre» para la elaboración de informes, al tiempo que facturas por separado a los clientes de cada proyecto «hijo». En cualquier caso, agrupa las transacciones seleccionadas en el proyecto «padre» sin crear duplicados.

Give Vendors Self-Service Access with the New Construction Exchange

Construction Exchange ofrece a los proveedores y subcontratistas un acceso autogestionado y controlado a la información relacionada con el proyecto. Pueden consultar los contratos de subcontratación y las órdenes de compra, enviar documentos y supervisar el estado de tramitación, sin necesidad de llamar por teléfono ni enviar un correo electrónico al equipo del proyecto.

Llevar los materiales del proyecto allí donde se realiza el trabajo

Create material transfers straight from your project materials list to move goods to the right warehouse or location before work begins. Project, task, cost code, and inventory source carry forward automatically, and you can process transfers through your standard warehouse workflow.

Pick to Your Warehouse, not to a Template

Elige entre el escaneo unidad por unidad, la introducción manual obligatoria o una opción predeterminada inteligente que rellena automáticamente la cantidad solicitada, mientras que las cantidades por palé, caja y unidad se distribuyen automáticamente entre las zonas de picking a granel, por cajas y de picking rápido. Las validaciones de códigos de barras, lotes, números de serie, caducidad y faltas en el picking siguen vigentes en su totalidad.

One Source of Truth for B2B Accounts with BigCommerce

Exporta datos de Acumatica y mantén alineadas en ambos sentidos las direcciones, los usuarios, las jerarquías, los grupos de clientes, las condiciones de pago y las opciones de pago. El preprocesamiento de la empresa matriz y la clase de precios garantiza que las cuentas sincronizadas se registren con las relaciones y las condiciones comerciales correctas.

Exchanges that Reconcile Themselves in Shopify

Los cambios en Shopify se procesan como transacciones estructuradas en las que se mantiene intacta la referencia del pedido original, y los artículos devueltos y los de sustitución se registran por separado, incluyendo el impacto en el precio, el descuento, los impuestos y el saldo neto. Se admiten tanto los cambios totales como los parciales, y las actualizaciones sobre la reposición de existencias y la gestión de pedidos se transmiten automáticamente a Shopify.

Every Shipment Out the Door with Fewer Surprises

Compara primero las tarifas de los servicios más económicos y identifica claramente cuáles cumplen con la fecha de entrega solicitada; aprovecha EasyPost para revisar las correcciones de dirección sugeridas antes de imprimir las etiquetas y así validar los transportistas más económicos. Las solicitudes a los transportistas esperan a que se aprueben las validaciones del ERP, y las asignaciones de servicios gestionadas por el administrador mantienen las aplicaciones actualizadas a medida que cambian los requisitos.

Schedule Around Real Capacity, not Assumptions

Planifica las órdenes de producción hacia adelante o hacia atrás utilizando lógica finita o infinita, teniendo en cuenta los calendarios de producción, los turnos, las pausas, los días festivos y los niveles de eficiencia con los que realmente funciona tu taller. Las fechas de las operaciones actualizadas, la secuencia y las repercusiones en los materiales se muestran a medida que planifica, de modo que puede ver cuándo terminará realmente un trabajo, comprometerse con fechas que pueda cumplir, evitar que los centros de trabajo con restricciones se vean desbordados y sacar más partido a la misma capacidad. Vuelva a ejecutar la planificación a medida que cambian las prioridades, dedique menos tiempo a rehacerla en hojas de cálculo y tenga más seguridad cuando alguien le pregunte en qué estado se encuentra su pedido.

Make the Shop Floor Kiosk the Only Screen Operators Need

Envía los materiales directamente a la operación en la que estás trabajando, añade el artículo sustitutivo o el consumible que realmente requiera el trabajo y realiza las correcciones sobre la marcha. Introduce los atributos de lote y número de serie a medida que registras la producción, y busca por valor de atributo para que se consuma el lote o número de serie correcto a la primera. Todo lo que requiere el trabajo se registra allí mismo, donde se lleva a cabo: una trazabilidad que se mantiene cuando el departamento de calidad o un auditor lo solicitan, y los supervisores dedican menos tiempo a corregir los registros del día anterior.

Get Manufacturing Answers from AI Assistant

Plantea al asistente de IA preguntas sencillas sobre la producción y obtén respuestas específicas sobre la fabricación, sin tener que recopilarlas primero a partir de informes y consultas independientes. Cuatro nuevas consultas genéricas proporcionan al asistente la base de datos necesaria para responder a las preguntas operativas que surgen a diario en la planta y en la gestión de la producción.

Bring Project Material Requirements into Production Planning

Marca las líneas de material del proyecto para su producción, ya sea de forma automática o manual, y, a continuación, inicia la creación de órdenes de fabricación directamente desde la lista de materiales cuando las existencias no basten para cubrir la demanda. Los planificadores que ejecutan el proceso «Crear orden de fabricación» ven la demanda del proyecto junto con el resto de datos, por lo que la generación masiva de órdenes también abarca el trabajo del proyecto. El artículo, la cantidad, la fecha de entrega, el proyecto, la tarea y el código de coste se transfieren automáticamente, y cada orden permanece vinculada a la línea de material que la originó, lo que permite hacer un seguimiento de cómo se cumplen los requisitos del proyecto y detectar listas de materiales o hojas de ruta que falten antes de que paralicen el trabajo.