When onboarding/adding a new Acumatica portal the following information needs to be provided and verified:
TO BE PROVIDED
- Acumatica Username
- Acumatica Password
- Acumatica Update Username
- Acumatica Update Password
- Acumatica Service URL
- Acumatica Endpoint (typically Techship/[IP])
ADDITIONAL ELEMENTS (OPTIONAL)
- Acumatica Company
- Acumatica Tenant
- Acumatica Branch
- Acumatica default box type (e.g. SINGLE)
- Acumatica Rate Limit (consult with the development/implementation team if it needs to be completed/modified based on the order volume)
- Load Stock Items: If checked, it loads the item details
- Acumatica Order Type: If detailed allows to set what order types to support
- Flex Field Mappings: Allows to bind custom fields additional to the standard plugin bindings
WARNING: Any missing or non-validated, incorrect setup or information will delay the setup process.