Acumatica AI

Summary

I have explored the Acumatica AI Studio platform and the Visual Studio Copilot for Acumatica. I have enabled the user to use ChatGPT to ask a question such as "Give me the top three vendors for a portable EKG device" in the Acumatica Purchase Order screen.

Some More Details

Regarding the Acumatica AI Studio platform, Acumatica has already developed AI agents that discover anomalies in actual vendor lead times, that give a summary of the history of a support case, and that do a more intelligent recognition of a vendor invoice to create a vendor bill in Acumatica.

You can see a description of these Accumatica AI agents at: https://www.acumatica.com/blog/acumatica-2025-r1-delivering-practical-ai-solutions/

You can see more information at: https://www.acumatica.com/blog/acumatica-ai-studio/

Regarding the Visual Studio Copilot for Acumatica, it enables you to do the following:

You can now create and update:
- A support case
- A customer
- An opportunity
You can use Power Platform to build workflows or agents

More information is available at: https://learn.microsoft.com/en-us/connectors/acumatica/

Regarding enabling the ChatGPT in a particular Acumatica screen, I had to do the following steps:

Set up OpenAi in Microsoft Azure
Get the URL and the API key for the LLM provider
Access the Acumatica OpenAI
Enter the prompt/question for ChatGPT

Acumatica provided also an Acumatica AI Assistant that enables a user to quickly find an answer to a how to question in Acumatica. It parses all the help documentation of Acumatica cfr. https://help.acumatica.com. This is available in the Acumatica version 2025R2.