When to Upgrade Your Acumatica Version?

  • 20 October 2023
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Part 2: Determining the Right Time for Your Acumatica Version Upgrade

In our previous blog post, "Why Upgrade Your Acumatica Version," we explored the compelling reasons to keep your Acumatica software up to date. In this follow-up article, we delve into the critical question of timing. When should you embark on the journey of upgrading your Acumatica version? The answer lies in a thorough assessment of several key factors:

1. Software Support: Start by evaluating the support lifecycle of your current Acumatica version. Acumatica typically offers support for the current and previous versions. To ensure continuous access to technical assistance and updates, aim to schedule your upgrade within this support window.

2. Feature Relevance: Analyze the new features and functionalities introduced in the latest Acumatica version. Assess how these align with your organization's operational needs and objectives. If the new features offer substantial benefits, like enhanced automation, improved reporting, or streamlined workflows, it might be the right time to initiate the upgrade.

3. Business Timing: Your organization's current workload and business priorities play a crucial role. Identify periods of reduced activity or lower operational demands when the upgrade process can be executed with minimal disruption to your daily operations.

4. Budget and Resources: Financial and human resources are key considerations. Upgrading may require investments in licensing, implementation, and training. Ensure that your organization possesses the necessary resources to execute the upgrade effectively.

5. Industry Changes: Stay informed about any regulatory or industry changes that might impact your Acumatica deployment. If the latest version addresses specific compliance requirements or industry standards, upgrading can help your organization remain compliant and mitigate potential risks.

6. Customizations and Integrations: Account for the complexity of your customizations and integrations. If your Acumatica deployment involves extensive customizations, plan for additional time to test and validate their compatibility with the upgraded version.

7. Version Stability: Consider allowing some time after the release of a new Acumatica version for potential issues to be identified and addressed through updates or patches. Upgrading after the initial release period often ensures a more stable and refined version.

 

Conclusion: Choosing the right moment to upgrade your Acumatica version is a strategic decision that involves a comprehensive evaluation of various factors. By carefully considering software support, feature relevance, business timing, budget, industry changes, customizations, integrations, and version stability, you can make an informed decision about when to initiate your upgrade. A well-timed upgrade empowers your organization to harness the latest capabilities of Acumatica, enhance efficiency, and stay competitive in the dynamic business landscape.

 

You can read Part 1 of this series, "Why Upgrade Your Acumatica Version," by following this link 

Why Upgrade Your Acumatica Version?


5 replies

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Thank you for sharing this with the community @Vinay Koppula!

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@Vinay Koppula - thanks for sharing!

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@Vinay Koppula What would you consider an acceptable amount of time after release to upgrade? We asked our VAR and their response was to wait until at least 4 builds have been released. Is this the standard recommendation? Thanks! 

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@mnecaise

The timing of your Acumatica version upgrade can vary depending on your starting version. Here are two scenarios to consider:

Case 1: Immediate Version Upgrade (e.g., from 23R1 to 23R2):
If you're planning an upgrade to a version that follows your current one closely, such as moving from 23R1 to 23R2, it's advisable to wait until the 3rd or 4th build of that version. This approach allows for any initial issues or bugs to be identified and resolved before you make the transition, ensuring a smoother upgrade process.

Case 2: Upgrading from a Retired Version:
If you're upgrading from a version that has been retired, it's generally recommended to upgrade immediately to the latest version, ideally with the new build itself. This approach is important because a retired version may no longer receive updates, including critical security patches, making it potentially vulnerable. Upgrading promptly to the latest version ensures that you have access to the most recent features, enhancements, and security updates.

In both cases, it's important to assess your specific needs, perform thorough testing, and plan the upgrade to minimize disruptions to your business operations and to take full advantage of the benefits offered by the new Acumatica version.

Hope this information helps you. Thanks!

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@Vinay Koppula Thanks for the reply. Your response is definitely helpful. I appreciate the information. 

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