Migrate from Aptean Industrial Manufacturing ERP, WorkWise Edition to Acumatica

WorkWise inventory items carry item type, unit of measure, cost layer, and warehouse location in a single record. Acumatica splits these into StockItem (tracked) and NonStockItem (non-tracked) entities with separate Cost Management and Warehouse Management sub-records. The mapping identifies item type from WorkWise's item_class field to route each record to the correct Acumatica entity.

WorkWise BOMs support formula versioning with date-based effectivity and multi-level structures. Acumatica models BOMs as BillOfMaterials with nested MaterialDetails and OperationDetails plus separate BOMVersion records for active/revision control. Multi-level BOMs decompose into parent BOM with linked child BOM references. We preserve the effective date and revision code on each BOMVersion.

WorkWise production orders bundle material requirements and operation steps in a single record with step-sequence ordering. Acumatica separates these into a parent ProductionOrder and child MaterialAllocation (for components) and OperationDetail (for routing steps) records. We extract WorkWise operation sequences, labor estimates, and work-center assignments into the Acumatica operations model.

WorkWise customer records map directly to Acumatica Customer with fields for account number, name, credit limit, payment terms, and tax zone. Open AR invoices on the WorkWise customer link to Acumatica ARInvoice records by invoice number. Customer addresses migrate to the Customer's address collection with primary-flag preservation.

WorkWise vendor records map to Acumatica Vendor with account number, name, payment terms, and AP tax zone. Open AP invoices migrate as Acumatica APInvoice records. Remit-to addresses from WorkWise vendor records populate the Vendor's address collection with type classification.

Open WorkWise purchase orders migrate as Acumatica PurchaseOrder records with line items, quantities ordered, and unit costs. Status mapping follows: Released → Open, Pending → Draft. Closed and completed POs are not migrated as transactional history; their financial impact is reflected in AP balance transfers.

Open WorkWise sales orders migrate as Acumatica SalesOrder records with order type, customer reference, line items, and ship dates. Released orders map to Open status; held orders map to On Hold. Completed and invoiced orders transfer their invoice history rather than the order record itself.

WorkWise GL accounts map directly to Acumatica Account by account code. Sub-account structure in WorkWise maps to Acumatica's Subaccount dimension if the destination uses segmented chart of accounts. Account type (Asset, Liability, Equity, Revenue, Expense) and active/inactive flag are preserved. We flag any Acumatica reserved account codes that conflict with WorkWise numbering.

WorkWise general journal entries migrate as Acumatica JournalTransaction records with posting date, batch reference, account/amount lines, and description. Year-end closing entries are migrated as adjusting entries only if the destination's fiscal year is open. We preserve original entry references for audit trail continuity.

WorkWise employee records map to Acumatica Employee with employee ID, name, department, labor rate, and employment status. WorkWise work-center assignments and pay-group classifications map to Acumatica Labor item associations. We resolve employee email against Acumatica user accounts for owner resolution on migrated records.

WorkWise operation steps on production orders map to Acumatica OperationDetail records with work-center ID, setup time, run time, and sequence number. Overlap percentages and move times from WorkWise routing steps are stored on the OperationDetail. Work-center master data from WorkWise must exist in Acumatica before routing migration.

WorkWise lot and serial number tracking for inventory items migrates to Acumatica LotSerialNumber records linked to inventory transactions. Lot attributes (expiration date, origin date, custom lot fields) map to Acumatica LotSerialAttribute fields. Active lots on open production orders are migrated with their allocation relationships preserved.

WorkWise quality testing records attached to production orders or inventory receipts require custom Acumatica inspection templates if destination uses Quality Management. We migrate test result values and pass/fail flags as InspectionAttribute records; the inspection template schema must be configured in Acumatica before migration inserts.

Open WorkWise sales quotes migrate as Acumatica Quote records with expiration date, line items, and status. Quote-to-order conversion history is preserved as a QuoteNote reference. Expired quotes are not migrated unless flagged as active for reactivation.

WorkWise UDFs on any standard table (Item, Customer, Production Order, etc.) require Acumatica custom field creation before data migration. We export the UDF schema, generate an Acumatica customization project XML for pre-migration deployment, then migrate values once the custom fields are active. Data-type mapping (text, numeric, date, pick-list) follows Acumatica field-type equivalents.