PREPARING FOR YOUR ACUMATICA 2025 R2 UPGRADE

Preparing for Your Acumatica 2025 R2 Upgrade: A Practical Guide

Acumatica 2025 R2 is rolling out to customers on the Always Current program, which means your upgrade window is approaching. While these upgrades are designed to be predictable and low disruption, a bit of preparation can make a meaningful difference in how smooth the transition feels for your team.

This guide outlines the key steps customers typically find most helpful as they prepare for an upcoming Acumatica release.

Start with Awareness, Not Action

The first step is simply understanding what’s changing. You don’t need to absorb every detail, but having a high level view helps avoid surprises later.

Focus on:

• Features or enhancements that affect daily workflows
• Changes that impact specific departments or roles
• Updates that may require brief user communication or training

Sharing a quick summary with internal stakeholders early can help set expectations and reduce last minute questions.

Identify Where Review or Testing Makes Sense

Not every environment requires testing, but some benefit from it more than others. If your system includes customizations, integrations, or complex workflows, it’s worth considering a closer review before the upgrade is applied.

Areas customers often validate include:

• Core financial processes
• Order processing and approvals
• Reporting, dashboards, and KPIs
• Any automated or role based workflows

If sandbox testing is needed, it’s best to plan that ahead of time. For customers with simpler environments, waiting until a future release may be the more practical option. If you’re unsure, ACC can help you determine the right approach.

Pay Attention to User Experience Changes

Acumatica 2025 R2 includes updates that may subtly change how users interact with the system. Even small shifts in navigation or personalization can catch users off guard if they are unexpected.

Before the upgrade:

• Review dashboards, role based screens, and personalization options
• Identify anything that looks or behaves differently
• Decide whether users need a quick heads up or walkthrough

A short “here’s what’s new” message internally can go a long way.

Review Automation, AI, and Reporting Touchpoints

Upgrades are also an opportunity to confirm that what’s already working continues to work as expected.

Customers often take time to:

• Confirm automated processes still align with current workflows
• Look for new automation or AI driven features worth adopting
• Verify reports and dashboards still provide the insights the business relies on

Documenting questions or observations during this review makes post upgrade follow up much easier.

Plan Around Timing and People

As your upgrade window approaches, consider the broader business calendar.

It’s helpful to:

• Flag key periods like month end, payroll, or peak operational cycles
• Identify power users or stakeholders to provide feedback
• Decide who should be aware of the upgrade and when

Even minimal planning here can prevent unnecessary disruption.

ACC Is Here to Support You

Preparing for an Acumatica upgrade doesn’t need to be complicated. A small amount of review and communication ahead of time can help ensure a smooth and stress free transition.

If you’d like help deciding what to prioritize, whether testing makes sense, or how to prepare your team, the ACC Software Solutions team is always happy to help.

Helpful Resources

• Acumatica 2025 R2 Release Notes

• Acumatica 2025 R2 Overview

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