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Installing the Customization Package for Acumatica-based ERPs

Created by Damien Zwillinger, Modified on Mon, 04 Dec 2023 at 05:49 PM by Harry Lewis

Applies to

  • Velixo NX
  • Velixo Classic
  • Acumatica, MYOB Advanced, Cegid XRP Flex, Jamis Prime, Haufe x360 
  • v2020 R1 and newer


Important: The customization package has been updated for version  2023 R1  and  2023 R2. If you currently use one of these versions or are planning to upgrade, you will want to make sure you upgrade your version of customization package.



Note: This feature is supported by Acumatica 2020 R1 and newer and requires Administrator rights to install in your ERP.  

We highly recommend you coordinate this step with your ERP consultant to avoid accidentally unpublishing other existing projects.


TABLE OF CONTENTS



Overview


Velixo provides a customization package to facilitate the configuration process for system administrators. This package is required for certain Velixo features, such as SSO and General Inquiries functions.


The package includes the Velixo Connected Application Configuration required for:

  • single sign-on
  • the necessary Generic Inquiries used by Velixo
  • as well as the web services needed for Project Forecast Writeback.

 


Already have the customization package installed?

 

This article is about installing the Package for the first time, if you already have the package installed, 

please see: Updating the Customization Package.






 

Downloading and installing the latest Customization Package

 






The customization must be published in every Tenant that will be accessed from Velixo. This is done from the Acumatica Customization Projects page:

 

custom_proj.png


 

Importing and publishing a customization project


For information on how to import and publish a customization project, please refer to Acumatica's documentation:

 

 

New Version of the Customization Project

When your version of Velixo requires a newer version of the customization package than is currently published, an informational message will be displayed when a connection is made to the data. You will then have the option to download the latest version of the project.

 

Using an older version of the Acumatica package will not prevent Velixo from working, but you will not have access to the latest features included in the new version of the package.



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