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Acumatica Integration

ACUMATICA Integration

SDSI is committed to providing customers of Acumatica ERP with easy to install, and easy to customize laser and electronic forms and enhanced reports, with full archiving and document management capabilities. We have designed a powerful, standard rule file, a set of web form pages for archive retrieval, and associated integration configuration files, for handling a number of key Acumatica ERP forms, making UnForm a quick and easy install for most sites.

SDSI’s standard forms rule file for Acumatica ERP for version 9.0 is based on Acumatica 5.3 and 6.0 standard form samples. This rule file along with its its companion support rule file, web forms, and configuration files, provide document print formatting functionality, as well as optional barcoding, archiving and electronic delivery  features. If you encounter any problems with these files, please contact SDSI at support@synergetic-data.com or your Acumatica channel partner for instructions.

Acumatica UnForm Document Management on YouTube

 

DOWNLOAD FILES AND INSTRUCTIONS

There are two (2) installation zip files provided. Both are required to operate the integration features.

  • Customization project, Zip file Download

Use one of the following links to obtain this file.

For Acumatica 5.3 to 6.0 >> UnForm Acumatica 5.3.zip

For Acumatica 6.1+ >> UnForm Acumatica 6.1.zip

This file is installed using the System/Customization/Customization Project/Import new project feature in Acumatica.

IMPORTANT:
“Contact SDSI support to discuss the steps for installing this file, and to arrange for hands-on assistance and support.”

 

  • Rule and Companion Files, Zip file Download

Use the following link to obtain this file >> acumatica.zip

The rule and imaging job definition files, web form and configuration files, release notes, instruction documents, javascript and other technical files, and samples, as available, are all provided in the zip file.

After UnForm 9.0 is installed, unzipping this file into the root UnForm server folder will create a sub-folder called “acumatica” into which all the files will be copied. The UnForm 9.0 server files location is implementer-defined on Unix/Linux and defaults to C:\SDSI\uf90\server on Windows.

IMPORTANT:
“Contact SDSI support to discuss full details of the steps for installing this file, and configuring the system for use, and to arrange for hands-on assistance and support.”

Note in the case of the rule and companion files Zip file that, if updating an existing installation where these files already exist, at this release-level certain precautions are necessary to ensure that customized settings do not get overwritten. Review the discussion of this in the readme file before proceeding, or contact SDSI for more information.

Use this link to view the readme file >>  acuma-readme.txt

The main rule file is named acuma5360-uf90.rul.sds to avoid overwriting existing rule files. For new installations, rename the file to have just a .rul extension. For existing installations, the new rule file must be compared with the existing rule file to determine if any customizations need to be applied in the new rule file before implementing them.

The configuration file is named acumatica.ini.sds to avoid overwriting the existing rule file. For new installations, rename the file to have just a .ini extension. For existing installations, the new configuration file may need to be reviewed for new features and compared with the existing configuration file to determine if any settings in the new configuration file belong in the site configuration before continuing.

The acuma-readme.txt file will contain notes that discuss any suggestions or requirements, and should *ALWAYS* be checked before unzipping the acumatica.zip file.

Samples only Download:

If all you want are the samples found in the above rule file download, download the samples file(s) from the following link(s):

acumatica 9.0 Samples  (Download available soon…)

If you just want to look at the sample pdfs, you can unzip them anywhere. If you plan on using the designer to see how the enhancements were done, unzip this file in the UnForm install folder.

Legacy Files

If any legacy files are available, they can be downloaded from the following page:

 Legacy Files