Updating the current Acumatica Customization Project

Updating the current Acumatica Customization Project

Update Customization Project

Acumatica's integration with the Anterra Platform requires the installation of a customization project. You can download Anterra's latest Acumatica customization project below. Once downloaded, follow the directions below to update the customization project in Acumatica:

Updating the AnterraBI customization project

  1. Download the latest version here
  2. Login to your Acumatica instance
  3. Navigate to the Customization Projects screen (SM204505)
  4. Click the IMPORT button to show the Open Package dialog
  5. Click Choose File and navigate to the downloaded ZIP file and click Open
  6. Click the Upload button
  7. Proceed to Publish Customization Project below
The version of the customization project installed is shown in the  Description  column

Publish Customization Project

Publishing the customization project will briefly cause any users logged into Acumatica to be logged out and require them to relogin, this can be done independently of the steps above.
  1. Place a checkmark next to the new AnterraBI customization project
  2. Remove the checkmark from the old AnterraBI customization project
  3. Be sure all existing customization projects checkmarks are unchanged (still checked)

  4. Click the  icon to save your selection
  5. Click the PUBLISH button
  6. The Compilation window will appear which will show the progress of deploying the customization project, wait for it to finish
  7. Click the Publish button once the initial validation process has completed to make the new version live
  8. Click the Close Compilation Window button to refresh the page once it has finished publishing
  9. Select the line for the previously installed version (making it highlighted), then click the X icon (right-click and choose Delete) which will remove the old version.
  10. Click the  icon to save the deletion

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