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What’s your way to test Acumatica after an upgrade?

  • November 12, 2025
  • 3 replies
  • 86 views
V

Hi,

When you switch to a new Acumatica instance or after an upgrade, how do you make sure everything still works fine?
Do you use any kind of automation tool for testing, or is it mostly done manually every time?
Curious to know how other teams handle this — any tips or tools you’ve tried would be great to hear about!
Thanks 😊

Best answer by mohammadnawaz51

​@varun42 

Hi Varun

Steps to Follow in Upgrade sandbox for Best Practise.

 

  1. Version Compatibility Check
    • Identify whether the current version is compatible with Acumatica 2025 R1.
    • Please refer to the official release notes for guidance.
  2. Hold Sandbox Request
    • Do not request a sandbox until the development and necessary customization updates are fully completed.
  3. Package Readiness
    • Ensure all required packages, including any ISV (Independent Software Vendor) solutions, are updated and compatible with the 2025 R1 version.
    • Important: If any ISV product is customized specifically for the client, do not download from the portal. Instead, coordinate directly with the ISV for the correct version package.
  4. Request Sandbox & Apply License
    • Once all packages are confirmed and ready, proceed to request the sandbox environment.
    • Apply the appropriate license key in the sandbox instance.
  5. Disable Live Integrations
    • Disable all live service accounts (e.g., tax providers, shipping carriers).
    • Set integrations to "carrier Test" mode during sandbox testing.
  6. Perform Testing
    • Conduct full testing in the sandbox environment and ensure all functionalities, including customizations and third-party packages, work as expected.
  7. Client UAT
    • Release the sandbox to the client for User Acceptance Testing (UAT).
  8. Production Upgrade
    • After successful UAT, proceed with upgrading the production instance.

    3 replies

    nhatnghetinh
    Captain II
    Forum|alt.badge.img+13
    • nhatnghetinh
    • Captain II
    • November 12, 2025

    Hi ​@varun42 

    We test the new version of Acumatica by installing a trial version of Acumatica. Then each department (purchasing, sales, accounting, finance, etc.) will test it according to their real-life work scenarios. After testing, each department will give feedback on the new features compared to the old version and any problems encountered in the new version.

     

    Best Regards,

    NNT

    I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
      mohammadnawaz51
      Jr Varsity I
      Forum|alt.badge.img+6
      • mohammadnawaz51
      • Jr Varsity I
      • Answer
      • November 12, 2025

      ​@varun42 

      Hi Varun

      Steps to Follow in Upgrade sandbox for Best Practise.

       

      1. Version Compatibility Check
        • Identify whether the current version is compatible with Acumatica 2025 R1.
        • Please refer to the official release notes for guidance.
      2. Hold Sandbox Request
        • Do not request a sandbox until the development and necessary customization updates are fully completed.
      3. Package Readiness
        • Ensure all required packages, including any ISV (Independent Software Vendor) solutions, are updated and compatible with the 2025 R1 version.
        • Important: If any ISV product is customized specifically for the client, do not download from the portal. Instead, coordinate directly with the ISV for the correct version package.
      4. Request Sandbox & Apply License
        • Once all packages are confirmed and ready, proceed to request the sandbox environment.
        • Apply the appropriate license key in the sandbox instance.
      5. Disable Live Integrations
        • Disable all live service accounts (e.g., tax providers, shipping carriers).
        • Set integrations to "carrier Test" mode during sandbox testing.
      6. Perform Testing
        • Conduct full testing in the sandbox environment and ensure all functionalities, including customizations and third-party packages, work as expected.
      7. Client UAT
        • Release the sandbox to the client for User Acceptance Testing (UAT).
      8. Production Upgrade
        • After successful UAT, proceed with upgrading the production instance.
      https://www.acumatica.com/acumatica-marketplace/global-payex-ap-accounts-payable-automation-solution/
        Manikanta Dhulipudi
        Captain II
        Forum|alt.badge.img+16

        ​@varun42 Acumatica provides a free sandbox if you are hosted in a SaaS environment.

        In the sandbox, you need to upgrade your customizations to ensure they are compatible with the target version.

        Once the customizations are updated, please deploy them in the sandbox for testing to confirm that everything is working as expected.

        If you have any ISV solutions, please collect the updated packages from the ISV vendors and verify your business flows to ensure all regular operations run smoothly after the upgrade.

        This approach will help you plan your testing more effectively during the upgrade process.

        Acumatica Functional Consultant & Customer Experience Supervisor
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