Migrate from AltheaSuite to Acumatica

Direct map. AltheaSuite customer records (name, email, phone, address) map to Acumatica Customers. Multiple AltheaSuite shipping addresses per customer collapse to one primary Address record plus Contact detail records in Acumatica's address book. We also preserve the original customer ID in a custom field to support downstream integrations.

Direct map. AltheaSuite vendor records map to Acumatica Vendors. Address fields translate to Acumatica's address book structure; vendor-specific terms and payment methods are preserved as custom fields if not natively supported. This ensures vendor contact information remains consistent and accessible within Acumatica's procurement workflows.

AltheaSuite items are classified as Stock Items or Non-Stock Items in Acumatica based on whether they are purchased, sold, or manufactured. The item type field in AltheaSuite drives the Acumatica item class selection. Lot-tracked or serialized items require attribute configuration in Acumatica before the migration.

AltheaSuite item-level custom fields (text, number, lookup-value, datetime, fractional) have no direct Acumatica equivalent. Text and number fields migrate to custom fields on the Inventory Item screen. Lookup-value fields requiring pick-list values migrate as Acumatica Attributes with predefined values. We also add a validation step to confirm that each custom field populates correctly in the target system.

Direct map. AltheaSuite purchase orders map to Acumatica Purchase Orders with vendor reference, line items, quantities, and costs. Line-level landed costs from AltheaSuite map to Acumatica's Freight Terms if present; otherwise recorded as a line-item note. This preserves all purchase cost details for accurate accounting.

AltheaSuite inbound receipts map to Acumatica Purchase Receipts linked to the corresponding Purchase Order. Warehouse location assignment follows the destination branch or location specified in AltheaSuite. We also ensure that receipt dates and quantities match the original AltheaSuite records to maintain inventory accuracy.

Direct map. AltheaSuite sales orders translate to Acumatica Sales Orders with customer reference, line items, quantities, and prices. Order status (Quote, Order, Fulfilled) maps to Acumatica's order lifecycle states. We also preserve the original order date to keep historical sales timing intact.

AltheaSuite invoices and quotations map to Acumatica AR Invoices and Quotes respectively. Tax calculation in Acumatica uses tax zone configuration rather than AltheaSuite's embedded tax rates — we preserve the original tax amount as a custom field for reconciliation after migration.

AltheaSuite multi-level BOMs map to Acumatica BOM records with component items, quantities per Assy, and effective dates. Routing labor steps from AltheaSuite production orders map as production order operations in Acumatica for your team to assign work centers as needed.

AltheaSuite production orders map to Acumatica Production Orders linked to the appropriate BOM. Date, quantity to produce, and material issue date are preserved; production scheduling (start/end) is recalculated in Acumatica's planning engine post-migration. Your team can then fine-tune schedules within Acumatica based on real-time capacity.

AltheaSuite inventory adjustments map to Acumatica Inventory Adjustments per warehouse. Adjustment reason codes from AltheaSuite are preserved as custom fields if not matching a native Acumatica reason code. We also verify that adjustment dates align with the original transaction timestamps to maintain audit continuity.

Files attached to AltheaSuite items, customers, or orders are re-uploaded to Acumatica's document management linked to the corresponding record. We rehost inline images from notes and preserve the original file URL in a custom field for traceability after migration process.

AltheaSuite delivery routes and delivery appointments have no native Acumatica equivalent. We map them as Acumatica Cases with a custom Appointment description field and linked Customer record — your team decides whether to adopt Acumatica Field Service or rebuild delivery scheduling manually.