Operational teams thrive on consistency, efficiency, and staying current. Acumatica’s 2025 R2 release leans into all three with interface refinements, smarter automation, and thoughtful feature upgrades across finance, distribution, CRM, manufacturing, construction, field service, and commerce integrations.
There are hundreds of new enhancements and features introduced in this release. Below you’ll find the top update areas, why they help, and how to move to the new version.
The most visible change is the modern UI, which you can enable screen-by-screen. Dashboards are crisper, inquiries are easier to analyze, and entry screens are simpler to tailor.
A built-in screen configuration tool lets you rename section headers, add user-defined fields, and fine-tune layouts. From any generic inquiry, you can now spin up ad-hoc views (including pivot-style summaries), share them with teammates, or keep them personal.
Small touches like color-highlighted statuses in the front-end API and a modern field service calendar board round out a smoother daily experience. Early hooks for AI Studio also appear, opening the door to bringing your own prompts in future iterations.
R2 focuses on clarity for payers and less follow-up for AR teams. When you send a payment link, you can include line items as an attachment so customers see exactly what they’re paying for.
Payment links also extend to debit memos and overdue charges, bringing consistency to collections and reducing manual steps. As a result, users experience cleaner remittances, fewer short pays, faster cash application.
Receiving and fulfillment pick up some meaningful conveniences. Directed putaway lets you define a default storage location on each stock item, so teams know where goods belong the moment they arrive. Non-stock items can move through automated receipt and putaway too, creating a more uniform process across the dock.
On the order entry side, full-text search helps sales find items by names, descriptions, and attributes, while new orchestration options bring more predictable sequencing to pick/pack/ship.
There’s also a machine-learning cross-sell assistant. You choose the historical window to analyze and the threshold for relevance; the system proposes related items, and you approve what becomes live. It’s a smart, low-maintenance way to keep baskets healthy without micromanaging every relationship.
Customer and vendor communications get tidier. You can email multiple documents as a single combined attachment—great for customers who’d rather open one file than several.
Case management now supports vendor cases, too, so supplier issues can be tracked with the same rigor as customer requests. The activity entry form has been redesigned to make quick notes and structured updates faster to log, which means better records with less effort.
Production teams gain clearer scheduling views in the modern UI. You can scan by hour, day, or week, catch overlaps and idle time by work center, and adjust on the spot. Expanded use of warehouse locations in production improves material staging and movements, while lot and serial attributes capture richer traceability data.
On the project side, two updates stand out:
For teams tracking time directly on tasks, an experimental clock-in/clock-out timer adds a simple, visible way to start, pause, and stop work without opening a separate screen.
R2 brings helpful touches to popular storefronts:
| Shopify | Draft orders can flow in as sales quotes, smoothing handoffs from web to ERP. |
| BigCommerce | Better multi-location inventory support keeps online availability aligned with the warehouse reality. |
| Amazon | Commerce reconciliation now feeds settlement reports into bank transaction workflows for a tidier close. |
Two major releases arrive each year, R1 around April and R2 around October, and each is supported for 18 months. Many organizations pick a season and make upgrades a yearly habit. A low-stress approach looks like this:
| 1. Plan and Assess | Identify custom reports, inquiries, personalization, workflows, and customizations that need attention. |
| 2. Use a Sandbox | Spin up a 90-day sandbox (a copy of production on the new version) and explore with your own data. |
| 3. Train Where it Counts | Focus on the screens and workflows your team actually uses, especially where the modern UI or new features change steps. |
| 4. Pilot and Accept | Run test scripts, validate customizations, and let a small group of end users try real tasks. |
| 5. Go Live | Move to production and publish customization packages. User accounts and passwords carry forward; the spotlight stays on anything unique to your environment. |
| Collections | Payment links with line-item attachments; links extended to debit memos and overdue charges. |
| Warehouse Flow | Directed putaway and automated receipt/putaway for non-stock items. |
| Sales Velocity | Full-text item search in orders; ML cross-sell with sensible thresholds. |
| Project Organization | Tag, categorize, and secure files; try the time-tracking timer on select tasks. |
| Field Service Scheduling | Switch to the modern calendar board for clearer capacity and conflict handling. |
| Ecommerce Alignment | Shopify quotes, BigCommerce multi-location, Amazon reconciliation. |
Acumatica 2025 R2 brings a friendlier interface, smarter automation, and upgrades that remove friction where teams feel it most: on the dock, in the inbox, on the line, and in the field.
Pair these improvements with a sandbox-first, once-a-year upgrade rhythm, and you’ll keep your system current, your users happy, and your operations ready for what’s next.
© 2025 SVA Consulting