AcumaticaERP Arena PLM Integration

Consultant Guide
Arena Solutions Integration

2022 R2
Contents | 2
Contents
Copyright...............................................................................................................................................3
Integrating Acumatica ERP with Arena Solutions: General Information.......................................................4
Initial Configuration of Acumatica ERP and Arena Solutions...................................................................... 7
Initial Configuration: General Information.......................................................................................................7
Initial Configuration: To Set Up Acumatica ERP.............................................................................................. 9
Initial Configuration: To Initially Sync Data................................................................................................... 12
Importing Items....................................................................................................................................16
Item Import: General Information.................................................................................................................. 16
Item Import: Synchronization Details............................................................................................................ 17
Importing Bills of Material.....................................................................................................................19
Import of Bills of Material: General Information............................................................................................19
Import of Bills of Material: Synchronization Details...................................................................................... 21
Exporting Vendors................................................................................................................................ 23
Vendor Export: General Information.............................................................................................................. 23
Vendor Export: Synchronization Details.........................................................................................................24
Importing Vendor Details of Items......................................................................................................... 25
Import of Vendor Details of Items: General Information...............................................................................25
Import of Vendor Details of Items: Synchronization Details......................................................................... 26
Importing Sales Categories....................................................................................................................28
Import of Sales Categories: General Information.......................................................................................... 28
Import of Sales Categories: Synchronization Details.................................................................................... 29
Arena Solutions Integration: Form Reference..........................................................................................30
Arena Integration............................................................................................................................................. 30
UI Elements Specific to Integration with Arena Solutions............................................................................ 36
Copyright | 3
Copyright
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Soware Version: 2022 R2

Last Updated: 01/29/2023
Integrating Acumatica ERP with Arena Solutions: General Information | 4
Integrating Acumatica ERP with Arena Solutions: General

Information
Companies that manufacture complex products or are in regulated industries (such as medicine) need to capture
requirements, track compliance, and control changes. To address these challenges, many of these organizations
implement product lifecycle management (PLM) systems, such as Arena Solutions. The Acumatica ERP native
connector for Arena Solutions streamlines the data synchronization between Arena Solutions and Acumatica ERP.
In this topic, you will find general information about the integration between Arena Solutions and Acumatica ERP.
Product Lifecycle Management Systems

Organizations that use product lifecycle management systems, such as Arena Solutions, usually have engineers
who design new products and work with product management and marketing to bring the products to market.
Requirements, restrictions (such as environment and regulatory compliance), and decisions must be captured
and made available to the engineer as the part of the design process. The engineer needs a PLM system to
collaborate, as well as to manage projects. Once a new product is finalized, the PLM system can provide a
streamlined mechanism to push revisions to the ERP system in which production orders will be created for product
manufacturing. The set of product requirements and components managed by using a PLM system is called the
engineering bill of material (EBOM).
PLM systems are typically deployed by companies in the following industries:
• Aerospace and defense
• Automotive and other transport
• Electronics and high-tech (high-tech consumer devices, semiconductors, telephony and satellites, and
medical devices)
• Fabrication and assembly
• Process and consumables (pharmaceutical and food and beverage)
• Construction and shipbuilding)
• Utilities
Engineering Change Control

Both Acumatica ERP Manufacturing Edition and Arena Solutions support controlling changes in products. The
engineering change control functionality in Acumatica ERP Manufacturing Edition provides the ability to manage
changes in bills of material and supports approvals of changes. Arena Solutions provides the additional features
listed in the following table.
You can use either Acumatica ERP Manufacturing Edition or Arena Solutions for the engineering
change control functionality. If on the Enable/Disable Features (CS100000) form, the Arena PLM
Integration feature is enabled, you cannot enable the Engineering Change Control feature.
Table: Comparison of Features Supported by Acumatica ERP Manufacturing Edition and Arena Solutions
Feature Acumatica ERP Manufac- Arena Solutions

turing Edition
Change request management + +
Change approval control + +

Feature Acumatica ERP Manufac- Arena Solutions

turing Edition
BOM compare and redline + +
Demand analysis + +
Where-use reporting + +
Requirements management - +
New product introduction - +
Item revision management - +
Compliance tracking - +
Supplier access and assembly sharing - +
Quality tracking (cause analysis, correction, and pre- - +

vention of quality issues)
Training plans - +
Data Ownership
When Acumatica ERP and Arena Solutions are integrated, the following entities are managed in Arena Solutions
and imported into Acumatica ERP:
• Stock items and their attributes
• Vendors specified in item settings
• Sales categories specified in item settings
• Bills of material
The following entity is managed in Acumatica ERP and exported to Arena Solutions: vendors.
On the following diagram, you can see the data ownership and flow directions.
Figure: Data ownership

Changes in Acumatica ERP

When integration with Arena Solutions is implemented, the functionality of Acumatica ERP is changed as follows:
1. The Engineering Change Control feature cannot be enabled on the Enable/Disable Features (CS100000) form.
2. Users cannot create stock items of the classes specified on the Other tab of the Arena Integration (BC201020)
form.
3. Users can add to operations of a bill of material only materials specified in the engineering bill of material
in Arena Solutions. Material settings—such as quantities, units of measure, and reference designators—are
also managed in Arena Solutions and are unavailable for editing in Acumatica ERP.
4. Vendors specified on the Vendor Details tab of the Stock Items (IN202500) form cannot be added or deleted
for stock items that are synched with Arena Solutions.
5. Users cannot change the following settings of a stock item synched with Arena Solutions on the Stock Items
form: inventory ID, item status, description, attributes, and sales categories.
Integration Limitations
The following capabilities are outside of the scope of the current implementation of the integration:
• Support of the Arena Solutions quality module
• Initial export of items, vendors, and sales categories from Acumatica ERP
• Attribute synchronization
• Bills of material that contain phantom items
• The ability to assign rank and split values to suppliers in Acumatica ERP
• Import of files and documents from Arena Solutions
• Export of item costs from Acumatica ERP
• Export of changes in vendor contacts from Acumatica ERP
• Item revision synchronization
• Import of changes in item numbers in Arena Solutions
Initial Configuration of Acumatica ERP and Arena Solutions | 7
Initial Configuration of Acumatica ERP and Arena

Solutions
When you integrate Acumatica ERP and Arena Solutions, you first need to prepare both systems properly and
perform an initial sync of the data. In this chapter, you will find details about the initial configuration of Acumatica
ERP and Arena Solutions and the initial data synchronization.
Initial Configuration: General Information
When you initially configure integration between Acumatica ERP and Arena Solutions, you need to set up an Arena
Solutions workspace, establish a connection between the Acumatica ERP instance and Arena Solutions, and
perform the initial data synchronization.
Learning Objectives
In this chapter, you will learn how to do the following:
• Prepare an Arena Solutions tenant for integration
• Prepare an Acumatica ERP instance for integration
• Perform initial data synchronization between the systems
Applicable Scenarios
You implement the integration of Acumatica ERP and Arena Solutions when your organization uses both systems
and would like to manage product lifecycles in Arena Solutions and use Acumatica ERP for managing financial
information related to manufacturing.
General Steps for Establishing the Connection and Performing the Initial Configuration
In order to connect the Acumatica ERP instance to Arena Solutions, you perform the following general steps:
1. You prepare an Arena Solutions tenant.
2. You prepare an Acumatica ERP instance.
3. You perform the initial synchronization of data between Acumatica ERP and Arena Solutions.
Each of these general steps is described in more detail in the following sections.
Arena Solutions Preparation

You should make sure that the following actions have been done in Arena Solutions before you set up integration
with Acumatica ERP:
1. If you do not have access to Arena Solutions, you request a demo instance.
2. Sign in to Arena Solutions, you open the workspace and copy the workspace ID in the URL of your instance.
You will need the ID later when setting up connection in Acumatica ERP.
3. You do the following in the Arena Solutions workspace:
a. You specify workspace settings in the Summary > Settings view.
b. You create users in the Users > Access view.
c. You specify the needed item settings in the Items view.

d. You define item attributes in the Attributes > Items view.
These attributes will not be created automatically in Acumatica ERP during data
synchronization, so you need to create attributes in both Arena Solutions and in Acumatica
ERP. Attribute names must match in both systems.
e. You define the item categories and default attributes in the Categories > Items view.
f. Optional: You define units of measure for items in the Lists > Units of Measure section.
If the units of measure were defined in Arena Solutions before you have up integration with
Acumatica ERP, you need to create a substitution list on the Substitution Lists (SM206026)
form to map the units of measure in Arena Solutions to those in Acumatica ERP. If the units
of measure were not specified in Arena Solutions, you create them in Arena Solutions with
the same names they have as in Acumatica ERP. In this case, you do not need to create a
substitution list.
g. Make sure that the items and the engineering bills of material to be imported have been created.
Acumatica ERP Preparation

To prepare an Acumatica ERP instance for integration with Arena Solutions, you need to do the following:
1. You install Acumatica ERP 2022 R2.
2. You download the customization package that provides integration from Acumatica Community.
3. You import and publish the customization package.
4. On the Enable/Disable Features (CS100000) form, you do the following:
• Enable the Arena PLM Integration feature.
• Make sure that the Manufacturing and Commerce Integration features are enabled.
• Make sure that the Engineering Change Control feature is disabled.
You can review the feature states aer you publish the customization package.
5. Optional: On the Substitution Lists (SM206026) form, you create a substitution list for units of measure.
You need to create the substitution list for units of measure only if the units of measure were
defined in Arena Solutions before you have set up integration with Acumatica ERP and their
names differ from those defined in Acumatica ERP.
6. On the Arena Integration (BC201020) form, you establish the connection between the systems, activate the
entities to be synchronized, and specify synchronization settings.
7. On the Entities (BC202000) form, you specify filters for entities, such as vendors, stock items, and bills of
material. (Filters are conditions according to which the system will include entities in synchronization or
exclude them from synchronization.)
We recommend that you add the following filters:

• For categories to be imported; this filter prevents the import of inactive categories
• For vendors; this filter limits the vendors exported to Arena Solutions
8. If any items or bills of material have attributes assigned (such as color or size), on the Attributes (CS205000)
form, you create the attributes to be used for stock items and bills of material.
The attribute description in Acumatica ERP must match the attribute label in Arena Solutions.
You can find the detailed instructions for setting up the Acumatica ERP instance in Initial Configuration: To Set Up
Acumatica ERP.
Initial Data Synchronization

During the initial data synchronization of the systems, you do the following:
1. You sync sales categories to import the categories from Arena Solutions to Acumatica ERP.
2. You sync vendors to export vendors from Acumatica ERP to Arena Solutions.
3. You sync stock items, bills of material, and vendor details to import the data from Arena Solutions to
Acumatica ERP.
For detailed instructions, see Initial Configuration: To Initially Sync Data.
Initial Configuration: To Set Up Acumatica ERP
In the following implementation activity, you will learn how to prepare an Acumatica ERP instance for integration
with Arena Solutions. You can use any tenant of Acumatica ERP with manufacturing functionality configured, or
you can install the SalesDemo dataset, in which manufacturing functionality is preconfigured.
Before you start setting up an Acumatica ERP instance, you should obtain access to Arena Solutions,
copy the workspace ID, and configure all required entities that will be synced.
Story
Suppose that you are an implementation consultant who needs to prepare an Acumatica ERP instance for
integration with Arena Solutions. You will establish the connection between the systems, specify integration
settings, and specify filters for the entities that will be synced between the systems—in this example, vendors, stock
items, and bills of material (BOMs).
Suppose that based on the business processes of your organization, you need to configure Acumatica ERP so that it
does the following:
• Creates sales categories that exist in Arena Solutions but are absent in Acumatica ERP
• If a supplier (vendor) in Arena Solutions specified in the settings of an item does not exist in Acumatica ERP,
uses a specific default vendor
• Automatically creates a stock item for a new item revision in Arena Solutions
• Copies operations and materials from the previous revision of a bill of material to a new revision
• Copies materials from an engineering BOM (added in Arena Solutions) to a BOM in Acumatica ERP
• Assigns the Inactive status to items that are marked as deprecated or obsolete in Arena Solutions
You will also specify the default operation number and work center for new bills of material that are created in
Acumatica ERP during data synchronization.
Also, suppose that you need to include in data synchronization only vendors assigned to a particular vendor class
and stock items with an effective date starting from a particular date; you also need to exclude a particular bill of
material from data synchronization.
Process Overview
In this activity, you will establish the connection with Arena Solutions, activate the entities that will be synced
between the systems, and specify the needed integration settings by using the Arena Integration (BC201020) form.
Then you will create filters for the vendor class and stock item to be included in the data sync and a filter for the bill
of material to be excluded from data sync by using the Entities (BC202000) form.
System Preparation
Before you start preparing the system to integration with Arena Solutions, do the following:
1. Download, import, and publish the customization package that provides the integration from Acumatica
Community.
2. On the Enable/Disable Features (CS100000) form, make sure that the Manufacturing and Commerce
Integration features are enabled.
3. Optional:On the Substitution Lists (SM206026) form, create a substitution list for units of measure.
Step 1: Establishing the Connection

To establish the connection between Acumatica ERP and Arena Solutions, do the following:
1. Open the Arena Integration (BC201020) form.
2. In the Summary area, do the following:
a. In the Tenant Name box, type the URL of your Arena Solutions tenant.
b. Make sure that the Active and Default check boxes are selected.
3. On the Connection Settings tab, specify the following:
• Email: The email you use to sign in to the Arena Solutions tenant
• Password: The password you use to sign in to the Arena Solutions tenant
• Workspace ID: The identifier of the Arena Solutions workspace, which you copied from the workspace
URL
4. On the form toolbar, click Save.
5. On the form toolbar, click Test Connection. Make sure that the connection has been established
successfully.
Step 2: Activating Entities

To activate the entities that will be synced, do the following while you are still viewing the Arena Integration
(BC201020) form:
1. On the Entity Settings tab, select the check boxes in the Active column for each row.
2. Optional: In the Max. Number of Failed Attempts column, change the number of failed attempts the
system will make to synchronize the entity before it stops.
3. On the form toolbar, click Save.
Step 3: Specifying Integration Settings

To specify integration settings, while you are still viewing the Arena Integration (BC201020) form, do the following:
1. In the Sync Settings section of the Other tab, specify the following settings:
• Action for Invalid Category: Create on fly

• Action for Invalid Supplier: Use Default Supplier
• Vendor: A vendor created in Acumatica ERP that the system will use as the default vendor
• Create Item for New Revision: Selected
• Delimiter: The delimiter that will be used by the system to add a revision number to the inventory ID of
each new item created for a new item revision
• Copy Data of Latest BOM Revision to New BOM Revision: Selected
• Create Operation and Copy EBOM Materials: Selected
2. In the Default Settings section, specify the following settings:
• BOM Operation ID: The default operation number that the system will use to create a bill of material
routing in Acumatica ERP
• BOM Work Center: The default work center that the system will use to create a bill of material routing in
Acumatica ERP
• Default Item Class: The default item class that the system will use to create an item in Acumatica ERP
• Status of Deprecated Item: Inactive
• Status of Obsolete Item: Inactive
3. In the Arena PLM Item Classes section, do the following:
a. Add rows to the table for the sales categories imported into Acumatica ERP from Arena Solutions that
will be used in data synchronization.
b. If you want to assign a particular item class to a sales category, in the Item Class ID column, select the
item class. The system will use this item class when it is creating items in Acumatica ERP during data
synchronization if the sales category is assigned to the item in Arena Solutions.
c. If you want to assign a particular work center to a sales category, in the Work Center ID column, select
the work center. The system will use this work center when it is adding operations to a BOM in Acumatica
ERP during data synchronization if material items of the operation have the sales category assigned in
Arena Solutions—
Step 4: Adding Filters for Entities

To add filters for a vendor class, stock item, and bill of material, do the following:
1. Open the Entities (BC202000) form.
2. Add a filter for the vendor class as follows:
a. In the Entity box of the Summary area, select Vendor.
b. On the Export Filtering tab, click Add Row on the table toolbar.
c. In the row, specify the following:
• Active: Selected
• Field Name: Vendor Class
• Condition: Equals
• Value: The vendor class in Acumatica ERP whose vendors you want to export in the integration
d. On the form toolbar, click Save.
3. Add a filter for the stock items to be included in data synchronization as follows:
a. In the Entity box of the Summary area, select Stock Item.
b. On the Import Filtering tab, click Add Row on the table toolbar.
• Field Name: EffectiveDateTime

• Condition: Is Greater Than
• Value: The starting effective date in the dd/mm/yy hh:mm:ss AM format
4. Add a filter for the bill of material to be excluded from data synchronization as follows:
a. In the Entity box of the Summary area, select Bill of Material.
b. On the Import Filtering tab, click Add Row on the table toolbar.
• Field Name: Name
• Condition: Does Not Equal
• Value: The name of the bill of material
You have successfully prepared Acumatica ERP for integration with Arena Solutions. Now you can perform initial
data synchronization.
Initial Configuration: To Initially Sync Data
In the following implementation activity, you will learn how to initially sync data between Acumatica ERP and
Arena Solutions.
Story
Suppose that you are an implementation consultant who needs to integrate Acumatica ERP with Arena Solutions.
Further suppose that you have already established the connection between the systems and specified the
synchronization settings; now you need to initially synchronize the data between the systems.
Process Overview
In this activity, you will perform the following steps:
1. On the Prepare Data (BC501000) form, prepare the sales category data for import.
2. On the Process Data (BC501500) form, import the prepared sales category data.
3. On the Prepare Data form, prepare the vendor data for export.
4. On the Process Data form, export the prepared vendor data.
5. On the Prepare Data form, prepare the stock item, bill of material, and vendor detail data for import.
6. On the Process Data form, import the prepared stock item, bill of material, and vendor detail data.
7. On the Sync History (BC301000) form, review the synchronized data.
System Preparation
As a prerequisite activity, in the company to which you are signed in, make sure you have set up your Acumatica
ERP instance for integration with Arena Solutions, as described in Initial Configuration: To Set Up Acumatica ERP.
Step 1: Preparing the Sales Category Data for Import

To prepare the sales category data for import, do the following:
1. Open the Prepare Data (BC501000) form.
2. In the Tenant box of the Selection area, make sure that your Arena Solutions tenant is selected.
3. In the Entity box, select Sales Category.
4. In the Prepare Mode box, select Full.
5. Clear the Start Date box to prepare all records, regardless of the date of the changes.
6. In the Sync Direction column, notice that Import is specified. This means that sales categories will be
imported from Arena Solutions to Acumatica ERP.
7. In the row with the Sales Category entity, select the Selected check box, and on the form toolbar, click
Prepare.
8. In the Processing dialog box, which opens, review the results of the processing, and click Close to close the
dialog box.
Notice that the Prepared Records column shows the number of records that have been prepared and are
ready to be processed.
Step 2: Importing the Prepared Sales Category Data

To import the sales category data that you have prepared, do the following:
1. While you are still viewing the Prepare Data (BC501000) form, in the row with the Sales Category entity, click
the link in the Prepared Records column.
The Process Data (BC501500) form opens with the Arena Solutions tenant and the Sales Category entity
selected in the Selection area. The table displays all synchronization records of the Sales Category entity,
which you prepared in Step 1.
2. On the form toolbar, click Process All to import all records displayed in the table.
dialog box.
Step 3: Preparing the Vendor Data for Export

To prepare the vendor data for export, do the following:
3. In the Entity box, select Vendor.
5. Clear the Start Date box.
6. In the Sync Direction column, notice that Export is specified. This means that vendors will be exported from
Acumatica ERP to Arena Solutions.
7. In the row with the Vendor entity, select the Selected check box, and on the form toolbar, click Prepare.
dialog box.
Step 4: Exporting the Prepared Vendor Data

To export the vendor data that you have prepared, do the following:
1. While you are still viewing the Prepare Data (BC501000) form, in the row with the Vendor entity, click the link
in the Prepared Records column.
The Process Data (BC501500) form opens with the Arena Solutions tenant and the Vendor entity selected in
the Selection area. The table displays all records of the Vendor entity that you prepared in Step 3.
2. On the form toolbar, click Process All to export all records displayed in the table.
dialog box.
Step 5: Preparing the Other Data for Import

To prepare the stock item, bill of material, and vendor detail data for import, do the following:
3. Make sure that the Entity box is empty.
5. Clear the Start Date box.
6. In the Sync Direction column, notice that Import is specified for all entities. This means that the records will
be imported from Arena Solutions to Acumatica ERP.
7. In the rows with the Stock Item, Bill of Material, and Vendor Details entities, select the Selected check box,
and on the form toolbar, click Prepare.
dialog box.
Step 8: Importing the Other Prepared Data

To import the stock item, bill of material, and vendor detail data you have prepared, do the following:
1. Open the Process Data (BC501500) form.
2. Make sure that the Arena Solutions tenant is selected in the Tenant box.
3. Make sure that the table displays all records that you prepared in Step 7.
4. On the form toolbar, click Process All to import all records displayed in the table.
dialog box.
Step 9: Reviewing the Synchronization Results

To review the results of the synchronization, do the following:
1. Open the Sync History (BC301000) form.
2. In the Summary area of the form, specify the following settings:

• Store: The Arena Solutions tenant with which you are synchronizing data
• Entity: Empty
3. Open the Synchronized tab.
The tab shows the items that have been synchronized with the Arena Solutions tenant. In the Local ID
column, the identifiers of the entities in Acumatica ERP are displayed. The Last Operation column displays
either Inserted Locally (for the entities with the Import sync direction) or Inserted Externally (for the Vendor
entity records, which have the Export sync direction). The time stamp in the Last Attempt column shows the
date and time when you ran data processing on the Process Data (BC501500) form for the entities.
You have successfully performed the initial synchronization of data between Acumatica ERP and Arena Solutions.
Importing Items | 16
Importing Items
When integration with Arena Solutions is implemented, the items that are used in manufacturing—both finished
goods and components—are managed only in Arena Solutions and imported into Acumatica ERP during data
synchronization.
In this chapter, you will find information about the synchronization of item data.
Item Import: General Information
If you have integrated Acumatica ERP with Arena Solutions, you manage items in Arena Solutions. To make the
changes available in Acumatica ERP, you need to import the items, as described in this topic.
Learning Objectives
In this topic, you will learn how to import items into Acumatica ERP that have been created or changed in Arena
Solutions.
You import items into Acumatica ERP in the following cases:
• When you have created any items in Arena Solutions and would like to process manufacturing documents
containing the items in Acumatica ERP
• When you have changed item settings in Arena Solutions and would like to make these changes available in
Acumatica ERP
Creation of an Item in Arena Solutions

When you create an item in Arena Solutions, you need to do the following to make the item ready to be imported
into Acumatica ERP:
1. You create the item.
2. You create an engineering bill of material for the item.
3. You release the item to design.
4. You release the item to production.
You can import into Acumatica ERP only items that have been released to production in Arena
Solutions.
Item Import
In Acumatica ERP, you do the following to import new items and changes in the existing items from Arena
Solutions:
1. On the Prepare Data (BC501000) form, you prepare the Stock Item and Bill of Material entities for import.
We recommend that you select the Incremental prepare mode so that the systems syncs only
entities with changed data. This will decrease the synchronization time.
2. On the Process Data (BC501500) form, you import the prepared records.
• If any filters have been created for the entities on the Entities (BC202000) form, the system
will process the entities according the filter conditions.
• If any records are processed unsuccessfully, the system marks these entities as failed. You
can investigate these records and re-process them later.
3. Optional: On the Sync History (BC301000) form, you view the imported records.
4. On the Stock Items (IN202500) form, you open each of the imported or changed stock items and specify
additional settings, if needed.
5. On the Bill of Material (AM208000) form, you open each of the imported bills of material and reconcile them,
as described in Import of Bills of Material: General Information.
Item Import: Synchronization Details
You create and manage the stock items used in manufacturing (finished goods and components) in Arena
Solutions, and then you import the items into Acumatica ERP during data synchronization. In this topic, you will
find information about the synchronization of item records between Arena Solutions and Acumatica ERP.
Item Revisions in Arena Solutions

Arena Solutions supports item revisions; that is, if the item settings have to be changed significantly, an engineer
can create a new item revision. Because item revisions are not supported in Acumatica ERP, the identifier of the
item revision imported from Arena Solutions is displayed in the PLM Revision ID box on the Manufacturing tab of
the Stock Items (IN202500) form and is unavailable for editing.
When you are importing item data from Arena Solutions, for a new item revision, the system either creates a new
item to represent the revision or updates the settings of the existing item being revised, depending on the state of
the Create Item for New Revision check box on the Other tab of the Arena Integration (BC201020) form.
If you want each item revision to be managed separately in Acumatica ERP, you should select the
Create Item for New Revision check box so that the system creates an item for each revision.
Item Synchronization
Only items that are in production in Arena Solutions can be imported into Acumatica ERP. When you start
importing item data by using the Process Data (BC501500) form, the system syncs the data as follows:
• If an item does not exist in Acumatica ERP, the system will create the item on the Stock Items (IN202500)
form.
• If the shared settings of the current item revision have been changed in Arena Solutions, the system updates
the changed item settings.
• If a new item revision has been added in Arena Solutions, the system behaves as follows, depending on the
state of the Create Item for New Revision check box on the Other tab of the Arena Integration (BC201020)
form:
• If the check box is selected, the system creates a stock item for the new revision. The system will append
the revision number to the inventory ID of the item to make it unique by using the character specified in
the Delimiter box on the Arena Integration form.
• If the check box is cleared, the system will update the shared settings of the existing item.
• If the status of the item has been changed to Obsolete in Arena Solutions since the last sync, the system will
change the status of the stock item in Acumatica ERP to the value specified in the Status of Obsolete Item
box of the Other tab on the Arena Integration form.
• If the status of the item has been changed to Deprecated in Arena Solutions since the last sync, the system
will change the status of the stock item to the value specified in the Status of Deprecated Item box of the
Other tab on the Arena Integration form.
Item Mapping
The following table shows the mapping of Acumatica ERP elements to Arena Solutions elements that is used during
the import of item data from Arena Solutions. In Arena Solutions, you can find item settings in the Item world. In
Acumatica ERP, you can find the item settings on the Stock Items (IN202500) form.
Table: Item Mapping
Arena Solutions Element Name Acumatica ERP Element Name

Item Name Inventory ID box (Summary area)
Description Description box (Summary area)
Revision Revision ID box (Manufacturing tab)
Unit of Measure Base Unit box (General Settings tab)
Owner Product Manager box (Summary area)
Additional Attributes Attributes table (Attributes tab)
If items have attributes assigned and you would like to import changes in attributes from Arena
Solutions, you must first ensure that the attribute Label in Arena Solutions must match the attribute
Description in Acumatica ERP for successful data synchronization.
Importing Bills of Material | 19
Importing Bills of Material

When integration with Arena Solutions is implemented, engineering bills of material (and their settings, such as
the list of materials and the quantities required to produce a finished item) are managed in Arena Solutions and
imported into Acumatica ERP during data synchronization.
In this chapter, you will find information about the synchronization of bill of material data.
Import of Bills of Material: General Information
If you have integrated Acumatica ERP with Arena Solutions, you create and manage engineering bills of material
(EBOMs) in Arena Solutions. To make the changes to EBOMs available in Acumatica ERP, you need to import the
EBOMs and reconcile them, as described in this topic.
Learning Objectives
In this chapter, you will learn how to do the following:
• Import engineering bills of material data from Arena Solutions into Acumatica ERP
• Reconcile bills of material in Acumatica ERP
You import bills of material from Arena Solutions in the following cases:
• When you have created any number of engineering bills of material in Arena Solutions and would like to
make them available in Acumatica ERP
• When you have made changes to any engineering bills of material in Arena Solutions and would like to make
the changes available in Acumatica ERP
Settings that Affect the Import of Bills of Material

You can configure the system to import bills of material from Arena Solutions to your specifications by specifying
the synchronization settings on the Other tab of the Arena Integration (BC201020) form. You can make the system
do the following during the import of BOMs into Acumatica ERP:
• Copy operations and materials from the previous revision of a bill of material in Acumatica ERP: You select
the Copy Data of Latest BOM Revision to New BOM Revision check box.
• Copy materials from an EBOM to an operation: You select the Create Operation and Copy EBOM Materials
check box.
• Add an operation with the specified number to a BOM: You specify the operation number in the BOM
Operation ID box.
You must specify the default operation if either (or both) of the Copy Data of Latest BOM
Revision to New BOM Revision or Create Operation and Copy EBOM Materials check boxes
are selected.
• Add a specific work center to an operation: You specify the work center in the BOM Work Center box.
You must specify the default work center if either (or both) of the Copy Data of Latest BOM
Revision to New BOM Revision or Create Operation and Copy EBOM Materials check boxes
are selected.
Creation of an EBOM Revision in Arena Solutions

When you create an engineering bill of material in Arena Solutions, you do the following to make it available to be
imported into Acumatica ERP:
1. You create the EBOM (technically, you create the first revision of the EBOM).
2. You add all needed components to the EBOM.
3. You make the revision of the EBOM effective.
When you have made changes to an existing EBOM, you make the revision a working revision, make the required
changes, and make the revision effective.
Import of Engineering Bills of Material

You import new and changed engineering bills of material into Acumatica ERP as follows:
1. On the Prepare Data (BC501000) form, you prepare the Bill of Material entity for import.
Then you need to reconcile the imported bills of material.
Reconciliation of Bills of Material

When you have imported the bills of material, you need to reconcile them on the Bill of Material (AM208000) form as
follows:
1. On the Engineering BOM tab, you view the list of materials in the engineering BOM. The Unreconciled Qty.
column shows the quantity of the material that you must add to a BOM operation.
2. On the Operations tab, make sure that all necessary operations are displayed. If not, you can do any of the
following:
• If this is a new bill of material, you click Copy from EBOM on the table toolbar to make the system
add the operation specified in the BOM Operation ID box on the Other tab of the Arena Integration
(BC201020) form and copy materials from the engineering BOM to the list of materials for this operation.
• If this is a new revision of an existing bill of material, you click Create from Last Revision on the form
toolbar to make the system copy operations and materials from the previous BOM revision.
• You add the operation or operations manually.
3. You review and correct the list of materials for each operation as follows:
a. You click the operation on the Operations tab.

b. On the Materials tab, you review the list of materials and correct the quantities, if required. You can
remove or add materials. The total quantity of the material in all operations must be equal to the
quantity specified in the Unreconciled Qty. column of the Engineering BOM tab.
You can add only materials listed on the Engineering BOM tab.
c. On the other tabs of the Operation Details area, review or add the required information, such as steps or
tools.
4. On the Engineering BOM tab, you make sure that the Unreconciled Qty. column contains zero values for all
materials.
5. In the Summary area, you make sure that the Reconciled check box is selected.
Import of Bills of Material: Synchronization Details
You create and manage the engineering bills of material in Arena Solutions, and then you import the settings of the
engineering bills of material into Acumatica ERP during data synchronization. These settings are applied to a linked
bill of material used for producing items. In this topic, you will find information about the synchronization of bill of
material (BOM) records between Arena Solutions and Acumatica ERP.
BOM Data Ownership

When Acumatica ERP is integrated with Arena Solutions, you manage the following in engineering bills of material
in Arena Solutions and then import them into Acumatica ERP:
• The list of materials (stock items) used to produce the finished good
• The quantity of each material required for the production of the finished good
• Reference designators
In Acumatica ERP, you specify the following additional settings of bills of material:
• Operations and their settings
• Work centers
• Steps
• Tools
• Overhead costs
• Outside processing information
Only engineering bills of material that have been made effective in Arena Solutions can be synced
with Acumatica ERP.
BOM Synchronization Specifications

When you start importing BOM data by using the Process Data (BC501500) form, the system syncs the data as
follows:
• If the imported item with the specified engineering BOM does not have a default BOM ID specified on
the Manufacturing tab of the Stock Items (IN202500) form, then the system does the following during
synchronization:
• Creates a bill of material with the settings copied from the engineering BOM on the Bill of Material
(AM208000) form. (The bill of material is assigned the On Hold status.)
• If the default operation number and work center are specified on the Arena Integration (BC201020) form,
adds these values to the bill of material.
• Creates material transactions for all the material items on the Materials (AM300000) form.
• If the imported item with the specified engineering BOM has a default BOM ID specified on the
Manufacturing tab of the Stock Items form, then the system does the following during synchronization:
• If the engineering BOM revision has been changed in Arena Solutions, creates the BOM revision by coping
the settings of the current BOM revision and then makes changes to the list of materials according to the
changes made in the engineering BOM.
• If the BOM revision has not been changed in Arena Solutions, makes changes to the list of materials in
the current BOM revision based on the changes made in the engineering BOM.
BOM Mapping
the import of bill of material data from Arena Solutions. In Arena Solutions, you can find BOM settings in the Bill of
Material view of the Item world. In Acumatica ERP, you can find the engineering BOM settings on the Engineering
BOM tab of the Bill of Material (AM208000) form.
Table: BOM Mapping
Arena Solutions Element Name Acumatica ERP Column Name

Item Name Inventory ID
Revision PLM Item Revision
Quantity Quantity
Reference Designators Reference Designator(s)
Notes Notes
Exporting Vendors | 23
Exporting Vendors
When integration with Arena Solutions is implemented, vendors are managed in Acumatica ERP and exported to
Arena Solutions during data synchronization.
In this chapter, you will find information about the synchronization of vendor data.
Vendor Export: General Information
If you have integrated Acumatica ERP with Arena Solutions, you create vendors in Acumatica ERP and then export
them to Arena Solutions, as described in this topic.
Learning Objectives
In this chapter, you will learn how to export vendors created in Acumatica ERP to Arena Solutions.
You export vendors to Arena Solutions when you have created any number of vendors in Acumatica ERP and would
like to specify the new vendor in item settings in Arena Solutions.
Export of Vendors from Acumatica ERP

When you have created any number of vendors on the Vendors (AP303000) form of Acumatica ERP and would like to
export the vendors to Arena Solutions, you do the following in Acumatica ERP:
1. On the Entities (BC202000) form, you make sure that the new vendor appears in the list of records for export.
2. On the Prepare Data (BC501000) form, you prepare the Vendor entity for export.
3. On the Process Data (BC501500) form, you export the prepared records.
4. Optional: On the Sync History (BC301000) form, you view the exported records.
When you export changes made for an existing vendor, be aware that contact data, such as address
and phone number, will not be updated due to the limitations of the Arena Solutions API. You will
need to make these changes manually in Arena Solutions.
Specification of the Exported Vendor in Item Settings in Arena Solutions

When you have exported a vendor to Arena Solutions, you can add the vendor (or supplier) to the settings of an
item. You do the following in Arena Solutions:
1. You make sure that the imported vendor has appeared in the list of suppliers.
Exporting Vendors | 24
2. You specify the exported vendor in the item settings.

3. You enter the other supplier-related details, such as number, name, type, description, UOM, and
procurement type.
Vendor Export: Synchronization Details
You create and manage the vendors that supply items for manufacturing in Acumatica ERP and then you export
the vendors to Arena Solutions during data synchronization. In this topic, you will find information about the
synchronization of vendor records between Arena Solutions and Acumatica ERP.
Vendor Synchronization Specifications

When you select the Incremental prepare mode on the Prepare Data (BC501000) form, the system exports vendor
data if the following changes have occurred on the Vendors (AP303000) form:
• A new vendor is added
• The account name of the vendor is updated in the Account Name box on the General tab
• Primary contact data is added to the Primary Contact section of the General tab
When you export changes made for an existing vendor, be aware that contact data, such as address
and phone number, are not updated due to limitation of the Arena Solutions API. You will need to
make these changes manually in Arena Solutions.
Vendor Mapping
The following table shows the mapping of Acumatica ERP elements to Arena Solutions elements that is used
during the export of vendor data to Arena Solutions. In Arena Solutions, you can find these supplier settings in the
Suppliers world. In Acumatica ERP, you can find vendor settings on the Vendors (AP303000) form.
Table: Vendor Mapping
Acumatica ERP Element Name Arena Solutions Element Name

Vendor ID box (Summary area) Company Name box (Profile view)
Account Name box (General tab) Description box (Profile view)
Account Address section (General tab) Addresses table (Profile view)
Phones in the Additional Account Info section (Gen- Phone Numbers table (Profile view)
eral tab)
Primary Contact section (General tab) Supplier Contacts table (Contacts view)
Importing Vendor Details of Items | 25
Importing Vendor Details of Items

When integration with Arena Solutions is implemented, the vendor details of stock items are managed only in
Arena Solutions and imported into Acumatica ERP during data synchronization.
In this chapter, you will find information about the synchronization of data with vendor details of stock items.
Import of Vendor Details of Items: General Information
If you have integrated Acumatica ERP with Arena Solutions, you manage the vendor details of stock items in Arena
Solutions. To make the changes to vendor details of items available in Acumatica ERP, you need to import the
details, as described in this topic.
Learning Objectives
In this chapter, you will learn how to import vendor details of an item in Arena Solutions.
You import vendor details of an item that have been changed in Arena Solutions when you want to update the
vendor details in Acumatica ERP.
Settings that Affect the Import of Vendor Details

Because the vendors involved in manufacturing are managed in Acumatica ERP, there may be a situation when a
vendor specified in the settings of an item in Arena Solutions does not exist in Acumatica ERP. On the Other tab of
the Arena Integration (BC201020) form, you set up the default system behavior to be used during import when the
settings of an item contain a vendor that does not exist in Acumatica ERP:
• If you want the system to display an error message, you select Display an Error and Stop Sync in the Action
for Invalid Supplier box.
• If you want the system to use a specific vendor to replace the vendor that does not exist in the item settings,
you select Use Default Supplier in the Action for Invalid Supplier, box and select the vendor in the Vendor
box.
Update of Vendor Details in Arena Solutions

Updating the vendor details in Arena Solutions entails creating new vendors for component items. You update
these vendor details as follows:
1. For a component item, you create a new vendor item in the sourcing details.
2. You make sure the vendor item has the Approved status.
Import of Vendor Details

You import changes in vendor details for items into Acumatica ERP as follows:
1. On the Prepare Data (BC501000) form, you prepare the Vendor Detail entity for import.
4. On the Stock Items (IN202500) form, you open each stock item whose vendor details have been updated.
5. On the Vendor Details tab, you make sure that the row for the vendor has appeared in the table and the
Approved check box is selected in the row.
Import of Vendor Details of Items: Synchronization Details
Although you manage vendors in Acumatica ERP and export them to Arena Solutions, the details about the vendors
that supply a particular stock item are specified in Arena Solutions and then imported into Acumatica ERP during
data synchronization. In this topic, you will find information about the synchronization of the vendor details of
stock items between Arena Solutions and Acumatica ERP.
Synchronization Specifications for Vendor Details of Items

When you are importing the vendor details of stock items from Arena Solutions into Acumatica ERP, the system
does the following:
• When a vendor is added to the list of approved item suppliers in Arena Solutions, adds a new row to the
Vendor Details tab of the Stock Items (IN202500) form and selects the Approved check box.
• If a vendor added as the approved item supplier does not exist in Acumatica ERP, behaves as follows:
• Displays an error message if Display an Error and Stop Sync is selected in the Action for Invalid Supplier
box on the Other tab of the Arena Integration (BC201020) form.
• Adds a row to the Vendor Details tab for the vendor specified in the Vendor box on the Other tab of the
Arena Integration form if Use Default Supplier is selected in the Action for Invalid Supplier box.
• When a vendor is removed from the list of approved item suppliers in Arena Solutions, clears the Approved
check box.
Mapping of Vendor Detail Data

the import of vendor detail data from Arena Solutions. In Arena Solutions, you can find these vendor details in the
Sourcing view of the Item world. In Acumatica ERP, you can find the vendor details on the Vendor Details tab of
the Stock Items (IN202500) form.
The Split and Rank values are not imported because these settings are not supported in Acumatica
ERP.
Table: Vendor Details Mapping

Item Name Inventory ID box (Summary area)
Vendor Vendor ID column (Vendor Details tab)


Approved status Approved check box (Vendor Details tab)
Importing Sales Categories | 28
Importing Sales Categories

When integration with Arena Solutions is implemented, sales categories for items used in manufacturing are
managed only in Arena Solutions and are imported to Acumatica ERP during data synchronization.
In this chapter, you will find information about the synchronization of sales category data.
Import of Sales Categories: General Information
If you have integrated Acumatica ERP with Arena Solutions, you manage the item categories (referred to as sales
categories in Acumatica ERP) specified in stock item settings in Arena Solutions. To make the changes to the list of
categories available in Acumatica ERP, you need to import them, as described in this topic.
Learning Objectives
In this chapter, you will learn how to import sales categories from Arena Solutions.
You import changes to the list of item categories made in Arena Solutions when you what to update the sales
categories in the item settings in Acumatica ERP.
Settings that Affect the Import of Sales Categories

During the synchronization of the sales categories that are specified in item settings in Arena Solutions, a sales
category that does not exist in Acumatica ERP may be specified for an item. On the Other tab of the Arena
Integration (BC201020) form, you set up the default system behavior to be used during import when the settings of
an item contain a sales category that does not exist in Acumatica ERP as follows:
• If you want the system to display an error message, you select Display an Error and Stop Sync in the Action
for Invalid Category box.
• If you want the system to create the sales category on the Item Sales Categories (IN204060) form, you select
Create on fly in the Action for Invalid Category box.
Creation of a Category in Arena Solutions

When you create category in Arena Solutions, you need to do the following in the Categories view of the
Workspace Settings page to make the category ready to be imported into Acumatica ERP:
1. You create the category and specify its place in the hierarchy.
2. You activate the category.
Only active categories can be imported into Acumatica ERP.
Import of Sales Categories

In Acumatica ERP, you do the following to import new categories from Arena Solutions:
1. On the Prepare Data (BC501000) form, you prepare the Sales Category entity for import.
Importing Sales Categories | 29
3. Optional:On the Sync History (BC301000) form, you view the imported records.
4. On the Item Sales Categories (IN204060) form, you view the imported sales categories.
5. In the Sales Categories table of the Attributes tab on the Stock Items (IN202500) form, you specify the
imported sales categories for the needed items.
Import of Sales Categories: Synchronization Details
You create and manage the categories used for stock items in Arena Solutions, and then you import the categories
into Acumatica ERP during data synchronization. In this topic, you will find information about the synchronization
of sales category records between Arena Solutions and Acumatica ERP.
Synchronization Specifications for Sales Categories of Items

When you start importing sales categories by using the Process Data (BC501500) form, the system syncs the data as
follows:
• Only active categories are imported.
• If a category does not exist in Acumatica ERP, the system does the following:
• Displays an error message if Display an Error and Stop Sync is selected in the Action for Invalid Category
box on the Other tab of the Arena Integration (BC201020) form.
• Creates the category on the Item Sales Categories (IN204060) form if Create on fly is selected in the Action
for Invalid Category box.
• If a category that exists in Acumatica ERP has been deactivated in Arena Solutions, it will be removed from
the Item Sales Categories (IN204060) form.
Mapping of Sales Categories

the import of category data from Arena Solutions. In Arena Solutions, you can find categories in the Categories
view of the Workspace Settings page. In Acumatica ERP, you can find the sales categories on the Item Sales
Categories (IN204060) form.
Table: Sales Category Mapping

Name box Description box
Parent box Parent Category box

Arena Solutions Integration: Form Reference | 30
Arena Solutions Integration: Form Reference

The topics in this section describe the UI elements on forms that are specific to integration with Arena Solutions.
Arena Integration
Form ID: (BC201020)

You use this form to set up connection to Arena Solutions, specify settings for the synchronization of entities, and
specify general settings for the integration.
This form is available only if the Commerce Integration and Arena PLM Integration features are enabled on the
Enable/Disable Features (CS100000) form.
Form Toolbar
The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see
Form Toolbar. The form-specific commands are listed in the following table.
Button Description
Test Connection Tests the ability to connect to Arena Solutions by using the information specified on the
Connection Settings tab.
Summary Area
In this area, you specify the basic settings of a particular Arena Solutions tenant, or select a tenant to view and edit
its settings.
Element Description
Connector A read-only box that contains Arena, the name of the connector configured
on this form.
Tenant Name The name of the Arena Solutions tenant to which the connection is being
configured. The tenant name is specified when the connection is first config-
ured; you cannot change it later.
Active A check box that indicates (if selected) that the tenant configuration is active
and that the entities activated and configured for this tenant are synchro-
nized between Acumatica ERP and Arena Solutions.
For inactive tenants, you can modify the tenant settings on the current form,
but entities are not synchronized; you can see the history of the synchroniza-
tion of entities on the Sync History (BC301000) form.
Element Description
Default A check box that you select to indicate that this tenant is the default tenant
in Acumatica ERP.
If multiple tenants have been configured on this form, when you open other
integration-related forms, the tenant you have defined as the default is auto-
matically inserted in the Tenant box on these forms.
The system requires a tenant to be defined as the default tenant. When you
are defining the first tenant in the system on this form, this check box is se-
lected automatically. When you define another tenant, this check box is
cleared by default; if you select this check box for the tenant being defined,
the system clears this check box for the tenant that was previously defined
as the default tenant.
Connection Settings Tab

The Connection Settings tab includes the path and connection details that are used to connect Acumatica ERP to
Arena Solutions.
Table: Tenant Settings Section
Element Description
Email The email address that you use to sign in to the Arena Solutions tenant.
Password The password you use to sign in to the Arena Solutions tenant.
Workspace ID The identifier of the workspace in the Arena Solutions tenant. You can find the identifier
in the URL when the workspace is opened in Arena Solutions.
Workspace Name A read-only box that displays the name of the workspace in the Arena Solutions.
Entity Settings Tab

The rows of this tab are automatically populated with the entities that can be synchronized between Acumatica
ERP and the Arena Solutions tenant. You can activate the entities that you need to synchronize between the
systems; you can also view and specify synchronization settings for these entities.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Table: Table Columns
Column Description
Active A check box that indicates (if selected) that the entity is synchronized be-
tween Acumatica ERP and the Arena Solutions tenant.
If an entity requires other entities to be synchronized along

with this entity, the system also selects the Active check box
for these related entities when you select this check box.
Column Description
Entity The entity that can be synchronized between Acumatica ERP and the Arena
Solutions tenant, which is one of the following:
• Stock Item
For information about the synchronization details and the standard
mapping of fields, see Item Import: Synchronization Details.
• Sales Category
For information about synchronization details and standard mapping of
fields, see Import of Sales Categories: Synchronization Details.
• Bill of Material
This option is displayed only when the Manufacturing feature is enabled
on the Enable/Disable Features (CS100000) form.
fields, see Import of Bills of Material: Synchronization Details.
• Vendor
fields, see Vendor Export: Synchronization Details.
• Vendor Details
fields, see Import of Vendor Details of Items: Synchronization Details.
You can click the link with each entity name to open the Entities (BC202000)
form in a pop-up window and specify the mapping and filtering settings for
the entity.
Sync Direction The direction in which the entity should be synchronized. The direction can
be one of the following:
• Export: Data is exported from Acumatica ERP to the Arena Solutions ten-
ant.
• Import: Data is imported into Acumatica ERP from the Arena Solutions
tenant.
The direction of the synchronization for all entities is predefined by the sys-
tem and cannot be changed. For more information, see Integrating Acumati-
ca ERP with Arena Solutions: General Information.
Primary System The system that is used as the source of data during the synchronization of
entities.
The primary system can be either of the following:
• Local (that is, Acumatica ERP)
• External (that is, Arena Solutions)
The primary system is determined based on the Sync Direction setting as
follows:
• For Export, Local is set to be the primary system and cannot be changed.
• For Import, External is set to be the primary system and cannot be
changed.
Column Description
Real-Time Import The status of the real-time import for the entity. The status can be one of
the following options:
• Stopped: Real-time synchronization has not been started for the Import
direction.
• Running: Real-time synchronization has been started for the Import di-
rection.
• Not Supported: Real-time synchronization cannot be started for the Im-
port direction.
Real-Time Export The status of the real-time export for the entity. The status can be one of the
following:
• Stopped: Real-time synchronization has not been started for the Export
direction.
• Running: Real-time synchronization has been started for the Export di-
rection.
• Not Supported: Real-time synchronization cannot be started for the Ex-
port direction.
Max. Number of Failed At- The maximum number of errors allowed during the import or export of data
tempts before the synchronization record is skipped (that is, excluded from further
synchronization).
By default, the column contains 5: That is, the system allows 5 failed at-
tempts before excluding the synchronization record from further process-
ing.
Other Tab
On this tab, you specify general settings related to integration with Arena Solutions.
Table: Sync Settings Section

In this section, you can specify data synchronization settings.
Element Description
Action for Invalid The action that the system performs when a sales category being imported from Arena
Category Solutions does not exist in Acumatica ERP. You can select any of the following options:
• Display an Error and Stop Sync: The system displays an error message and stops syn-
chronization.
• Create on fly: The system creates the sales category in Acumatica ERP dynamically.
Action for Invalid The action that the system performs when a vendor (referred to as a supplier in Arena So-
Supplier lutions) being imported from Arena Solutions does not exist in Acumatica ERP. You can
select any of the following options:
• Display an Error and Stop Sync: The system displays an error message and stops syn-
chronization.
• Use Default Supplier: The system uses the default vendor specified in the Vendor box.
Vendor The default vendor the system uses if the Use Default Supplier option is selected in the
Action for Invalid Supplier box.
Element Description
Create Item for A check box that indicates (when selected) that the system will create a stock item during
New Revision data synchronization if a new item revision was created in Arena Solutions. If the check
box is cleared, the system will update the settings of the existing stock item with the revi-
sion settings.
Delimiter The character that the system uses to add an item revision number to the inventory ID to
make it unique when creating a stock item for a new item revision. This box is available
only when the Create an Item for New Revision is selected.
You can specify any character as the delimiter; you cannot use a space.
Copy Data of Lat- A check box that indicates (if selected) that the system will copy operations and materials
est BOM Revision from the previous BOM revision (if it exists) to the new BOM revision during data process-
to New BOM Revi- ing on the Process Data (BC501500) form. If the check box is cleared, the system will cre-
sion ate the BOM revision without copying operations and materials from the previous BOM
revision, and a user will have to add the operations and materials manually on the Bill of
Material (AM208000) form.
This box is displayed only if the Manufacturing feature is enabled on the Enable/Disable
Features form.
Create Operation A check box that indicates (if selected) that the system will copy materials from an en-
and Copy EBOM gineering bill of material (EBOM) in Arena Solutions to the operation of the correspond-
Materials ing bill of material specified in the BOM Operation ID box when creating a bill of material
during data processing on the Process Data form. If the check box is cleared, the system
will not copy materials from the EBOM and a user will need to add materials manually on
the Bill of Material form.
Features form.
UOM Substitution The name of the substitution list that has been created for mapping units of measure in
List Arena Solutions and Acumatica ERP on the Substitution Lists (SM206026) form. You need
to create a substitution list if the names of units of measure differ in Arena Solutions and
Acumatica ERP.
Table: Default Settings Section

In this section, you can specify and view the default settings that the system will use during data synchronization.
Element Description
BOM Operation ID The operation identifier that the system will add to all new bills of material created
on the Bill of Material (AM208000) form during data processing on the Process Data
(BC501500) form.
Features form.
Default Item Class The item calls that the system will use when creating stock items during data processing
on the Process Data (BC501500) form.
You cannot create items of the item class in Acumatica ERP; they can be created only in
Arena Solutions and imported into Acumatica ERP.
Element Description
BOM Work Center The work center that the system will add to the new bill of material created on the Bill of
Material form during data processing on the Process Data form.
Features form.
Status of Deprecat- The default status that will be assigned to stock items that were deprecated in Arena So-
ed Item lutions when the system processes data on the Process Data (BC501500) form. You can
select any of the following options, based on the business processes of your organiza-
tion:
• Active
• No Sales
• No Purchases
• No Request
• Inactive
• Marked for Deletion
For details on status descriptions, see Stock Items.
Status of Obsolete The default status that will be assigned to stock items that were defined as obsolete in
Item Arena Solutions when the system processes data on the Process Data (BC501500) form.
You can select any of the following options, based on the business processes of your or-
ganization:
• Active
• No Sales
• No Purchases
• No Request
• Inactive
• Marked for Deletion
For details on status descriptions, see Stock Items.
Table: Arena PLM Item Classes Section

In the table of this section, you can add and view the sales categories that will be used in the integration. You can
also view the item classes and work centers assigned to each sales category and change the assignments if needed.
Column Description
Active A check box that indicates (if selected) that the sales category is used for data synchro-
nization with Arena Solutions. You can clear this check box to exclude the sales category
from the synchronization process.
Sales Category The sales category that is used in the integration.

Column Description
Item Class ID The identifier of the item class that is assigned to the sales category.
The system uses the item class when it creates items in Acumatica ERP during data syn-
chronization as follows: If an item imported from Arena Solutions has the category in this
row assigned to it, then the system copies the default settings specified for the item class
on the Item Classes (IN20100) form to the item settings in Acumatica ERP.
You cannot create items of the item class in Acumatica ERP; they can be cre-
ated only in Arena Solutions and imported into Acumatica ERP.
Description The description of the item class, which is copied from the Item Classes form.
Work Center ID The identifier of a work center that is assigned to the sales category.
During data synchronization, the system uses the work center when it adds items as ma-
terials to an operation of a bill of material as follows: If an EBOM being imported contains
a material item with the category assigned, on the Bill of Material (AM208000) form, the
system adds an operation with the number specified in the BOM Operation ID box, adds
the material item to the materials list, and specifies the work center assigned to the sales
category of the item in the row with the operation.
Features form.
Description The description of the work center selected in the Work Center ID box, which is copied
from the Work Centers (AM207000) form.
Features form.
UI Elements Specific to Integration with Arena Solutions
In this topic, you will find a list of the UI elements added to Acumatica ERP forms in order to support integration
with Arena Solutions.
These UI elements are displayed only when the Arena PLM Integration feature is enabled on the Enable/Disable
Features (CS100000) form.
Stock Items (IN202500) Form

On the Manufacturing tab, the following section and boxes have been added.
Table: PLM Integration Section
Button Description
PLM Revision ID A read-only box with the revision identifier of the stock item in Arena Solutions.
PLM Release Date A read-only box with the effective date of the stock item in Arena Solutions.
On the Vendor Details tab, the following check box has been added to the table.
Table: PLM Integration Section
Button Description
Approved A check box that indicates (if selected) that the vendor is regarded as an approved sup-
plier in Arena Solutions. The system selects or clears this check box during data synchro-
nization with Arena Solutions.
Bill of Material (AM208000) Form

On the Bill of Material (AM208000) form, multiple UI elements have been added to support integration with Arena
Solutions.
Table: Summary Area
Element Description
PLM Item Revision A read-only box with the revision identifier of the stock item, which is selected in the In-
ventory ID box, in Arena Solutions.
Reconciled A check box that indicates (if selected) that the bill of material has been fully reconciled
with the engineering bill of material in Arena Solutions. This check box is selected auto-
matically when you add all materials from the engineering bill of material to the bill of
material.
You cannot remove the bill of material from hold until this check box is se-
lected.
Table: Operations Tab

The following buttons have been added to the toolbar of the Operations table.
Button Description
Copy from EBOM Copies materials from the engineering bill of material.
Create from Last Copies operations and materials from the last revision of the bill of material.
Revision
Table: Engineering BOM Tab

On this tab, you can view the data copied from the engineering bill of material in Arena Solutions during data
synchronization. All information in the table is read-only.
Element Description
Inventory ID The identifier of a stock item that represents a material in Arena Solutions.
PLM Item Revision The item revision in Arena Solutions.
Line Number The number of the material line in the engineering bill of material.
Quantity The quantity of the material required for the finished item.
Element Description
Unreconciled Qty. The quantity of the material not added to any operations of the bill of material.
Reference Designa- The reference designators assigned to the material in Arena Solutions.
tor(s)
Notes Any notes that have been added for the material in Arena Solutions.

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Consultant Guide

Arena Solutions Integration

© 2022 Acumatica, Inc.

ALL RIGHTS RESERVED.

Soware Version: 2022 R2

Integrating Acumatica ERP with Arena Solutions: General

Product Lifecycle Management Systems

Engineering Change Control

Feature Acumatica ERP Manufac- Arena Solutions

Change approval control + +

Feature Acumatica ERP Manufac- Arena Solutions

New product introduction - +

Item revision management - +

Supplier access and assembly sharing - +

Quality tracking (cause analysis, correction, and pre- - +

Figure: Data ownership

Changes in Acumatica ERP

Initial Configuration of Acumatica ERP and Arena

Initial Configuration: General Information

Arena Solutions Preparation

c. You specify the needed item settings in the Items view.

Acumatica ERP Preparation

We recommend that you add the following filters:

Initial Data Synchronization

For detailed instructions, see Initial Configuration: To Initially Sync Data.

Initial Configuration: To Set Up Acumatica ERP

Step 1: Establishing the Connection

Step 2: Activating Entities

Step 3: Specifying Integration Settings

• Action for Invalid Category: Create on fly

Step 4: Adding Filters for Entities

• Field Name: EﬀectiveDateTime

Initial Configuration: To Initially Sync Data

Step 1: Preparing the Sales Category Data for Import

Step 2: Importing the Prepared Sales Category Data

Step 3: Preparing the Vendor Data for Export

Step 4: Exporting the Prepared Vendor Data

Step 5: Preparing the Other Data for Import

Step 8: Importing the Other Prepared Data

Step 9: Reviewing the Synchronization Results

2. In the Summary area of the form, specify the following settings:

Item Import: General Information

Creation of an Item in Arena Solutions

Item Import: Synchronization Details

Item Revisions in Arena Solutions

Table: Item Mapping

Arena Solutions Element Name Acumatica ERP Element Name

Description Description box (Summary area)

Revision Revision ID box (Manufacturing tab)

Unit of Measure Base Unit box (General Settings tab)

Owner Product Manager box (Summary area)

Additional Attributes Attributes table (Attributes tab)

Importing Bills of Material

Import of Bills of Material: General Information

Settings that Aﬀect the Import of Bills of Material

Creation of an EBOM Revision in Arena Solutions

Import of Engineering Bills of Material

Then you need to reconcile the imported bills of material.

Reconciliation of Bills of Material