How to Set Up an LLM Connection in Acumatica Using OpenAI
As AI capabilities continue to expand within business applications, many Acumatica users are beginning to experiment with Large Language Model (LLM) integrations. However, documentation around initial setup can still be fairly limited. Recently, we worked through the process of creating an LLM connection in Acumatica using OpenAI. Along the way, we discovered a few details that aren’t immediately obvious, especially when it comes to API keys and selecting the correct model. This guide walks through the steps we followed and highlights a few things that may save you time.
The Conversational ERP: Empowering Your Team with 2026 R1’s AI Assistant
Most ERP users sit on a goldmine of information but often struggle to extract it in insightful ways. Maybe you have an abundance of queries, and you aren’t sure which will best answer the business question in front of you. Maybe users have trouble seeing the ‘big picture’ from a large set of data. Wouldn’t it be great if you could just ask an ERP your business question, and have it search the data for you?
CRM Enhancements with 2026R1
At Polaris Business Solutions, we help growing businesses get the most out of their ERP systems. With every new Acumatica release, we’re excited to highlight the features that can make a real difference in your day-to-day operations. One of the standout updates in Acumatica 2026 R1 is the new CRM Approval History Tracking feature, along with several other CRM enhancements that improve visibility, accountability, and workflow efficiency.
How Acumatica 2026 R1 Transforms Project Material Management
Managing materials in project-based organizations has traditionally been fragmented—spanning spreadsheets, purchase orders, inventory systems, and project budgets. This disconnect often leads to cost overruns, delays, and limited visibility into material consumption.
With the release of Acumatica 2026 R1, the new Project Materials Management functionality introduces a centralized, end-to-end approach that unifies planning, procurement, and execution within a single workflow. This is more than a feature enhancement—it’s a structural improvement in how project-driven businesses control costs and deliver work.
Acumatica 2026 R1: Enhanced Project Document Management with Tags
Acumatica ERP 2026 R1 continues to advance project collaboration and control by introducing enhanced project document management capabilities. Project teams now gain greater visibility, organization, and flexibility when managing files across projects, templates, and tasks.
With document management tags, teams can classify, filter, and annotate project files, streamline workflows, and reduce manual effort—transforming how project documentation is stored, accessed, and utilized.
ERP Then vs. Now: Why Our Approach Hasn’t Changed in 20 Years
Over the past 20 years, ERP technology has evolved dramatically. We’ve moved from heavily customized, on-premises systems to flexible, cloud-based platforms with real-time data, automation, and powerful integrations. The tools are faster, more connected, and more scalable than ever before. And yet, despite all this progress, many ERP projects still struggle for the same reasons they did two decades ago.
Acumatica 2026 R1 Preview
Acumatica 2026 R1 represents a major step forward in the evolution of cloud ERP – shifting the platform from a traditional system of record to a more intelligent, AI-driven business platform focused on usability, automation, and industry depth.
Acumatica Customer Portal: Self-Service That Benefits Everyone
Today’s customers expect fast, convenient access to information. Whether it’s checking invoice balances, tracking orders, or submitting support requests, customers increasingly prefer self-service over emails and phone calls. The Acumatica Customer Portal meets these expectations while reducing internal workload.
Outlook Plug-In for Acumatica: Connecting Communication to Your ERP
Email remains the backbone of business communication, but important conversations often live outside the ERP. Quotes, invoice questions, project updates, and customer issues are buried in inboxes, making it difficult for teams to get a complete picture. The Outlook Plug-In for Acumatica bridges this gap by connecting email communication directly to ERP records.
20 Years of Polaris: Why We Started and What Still Matters
In February, Polaris Business Solutions officially enters its 20th year in business – a milestone that represents far more than longevity. It reflects two decades of learning, adapting, and standing alongside customers as they navigated change, growth, and increasingly complex business systems.