Installing the Customization Package for Acumatica-based ERPs

Velixo provides a customization package to facilitate the configuration process for system administrators.  

This package provides several features as well as many valuable integrations within your ERP.  Beyond that, it is only required when using Acumatica 2024R1 or higher.

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.

It does not customize existing business logic screens (except by adding the Export to Velixo button to the base Generic Inquiry list graph) and is highly unlikely to cause any conflicts as it includes our own custom endpoints for writeback operations.

Velixo Workspace within your ERP

Publishing the customization will add a Velixo workspace that groups Velixo-related functionality and useful resources together.

Note that the workspace is not visible in the side panel by default, but you can pin it for additional convenience:

Useful Velixo Resources

Velixo inquiries and graphs are present and visible in the workspace:

Note that Velixo workspace includes a resources section that provides a convenient way to access our online Help Center, YouTube channel, and Community Forum.

❗Clicking a Help, Videos, or Community button will navigate you away from Acumatica.  If your browser blocks pop-ups, a notification will display in the browser's address box.  You need to allow the pop-up and then click the button again.

Exporting Generic Inquiry data

Each page in your ERP that displays data from a generic inquiry now includes an Export to Velixo Workbook button (the "Velixo logo button"):

Clicking this button downloads a Velixo workbook with the connection and table-mirrored (full mirroring) GI function connected to that inquiry and opens it in Excel with either Velixo Classic (v7.1.42.33793 or higher) or Velixo NX.

Starting from 2024R1, this button is available for users that have Velixo GL, Velixo PM, Velixo Core, or Administrator roles on all ERP screens that are Generic Inquiries (such as Invoices and Memos, AP Bills, or inquiry result sets from the "View Inquiry" button).

Before 2024R1, this button was available for users.
See the article about access rights configuration for details.

Exporting Import Scenarios

A similar "Velixo logo" button is available on each Import Scenario screen...

... which creates a Universal Writeback workbook in either Velixo Classic (v7.1.42.33793 or higher) or Velixo NX. 

Velixo NX Integration

For users of Velixo NX, clicking the New Velixo Workbook button...

... downloads a blank workbook with a pre-setup Velixo connection and opens it in Excel.

If you previously had remembered credentials for the same connection, the file is immediately usable:

But if this is the first time you have logged in to this connection, you simply need to enter your credentials in the automatically displayed Connection Editor:

and click the Connect button

Assigning the Velixo Roles to Users

In Acumatica 2024R1 and newer, the Velixo buttons and the inquiries you publish are (by default) not accessible to anyone.

To make the rollout process easier for you, our customization package now includes three roles:

• Velixo Core - to identify the user in Acumatica, use Universal Writeback, access GI functionality etc.
• Velixo GL - all financial functionality, including GL / Budget writeback
• Velixo PM - all project functionality, including PM Forecast writeback

For more information, please see: Configuring access rights

Note: The Velixo Customization package (supported by ERPs based on Acumatica 2020R1 and newer) 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.