Migrate from Centerpoint ERP to Acumatica

Centerpoint contacts migrate to Acumatica Customers. The Customer entity holds company-level information — individual contact names and roles in Centerpoint are preserved as Customer contact records or through the Contact entity with the CustomerID link. During migration, duplicate contacts are merged based on email and company name to avoid redundant Customer records in Acumatica.

Centerpoint leads without a company association migrate to Acumatica Prospects. Prospects can be converted to Customers when a company relationship is established — our migration plan preserves the conversion flag from Centerpoint. If a Lead includes a company name, it is mapped as a Prospect with the company stored in the CompanyName field.

Centerpoint inventory items translate to Acumatica Stock Items with the same item code, description, and unit of measure. Warehouse quantities from Centerpoint's Logistics module map to Acumatica's Warehouse Inventory by site ID. For items with lot or serial tracking, the lot numbers are preserved as separate inventory lot records in Acumatica's lot/serial framework.

Direct 1:1 mapping for vendor records. Acumatica vendors hold payment terms, tax registration, and remittance address — these map from Centerpoint vendor properties. Multi-address vendors in Centerpoint require Acumatica address records per type. Vendor payment terms are mapped to Acumatica's TermsID codes; any unfamiliar terms are added as new Terms records before migration.

Centerpoint sales orders migrate to Acumatica Sales Orders with line items, quantities, and pricing. Order statuses (Draft, Open, Completed, Cancelled) map to Acumatica status codes. Open orders retain their current status for processing continuity. Order totals are recalculated based on line item pricing and any applicable discounts to match Acumatica's tax and rounding rules.

Centerpoint purchase orders map to Acumatica PO Orders with vendor line references. Polled quantities and received amounts update Acumatica's line-level receipt tracking. Partially-received orders migrate with receipt history intact. If a purchase order includes multiple shipments, each shipment generates a separate receipt line in Acumatica's PO Receipts screen.

Centerpoint asset records migrate to Acumatica Fixed Assets with depreciation schedules. The depreciation method and book values translate to Acumatica asset books — straight-line, declining balance, and units-of-production are supported native. Depreciation schedules are recreated using Acumatica's Asset Book maintenance, preserving the original depreciation start date and useful life.

Centerpoint HR module employee records migrate to Acumatica Employees with employment status, department, and compensation fields. Active/inactive status maps to the Acumatica Employee Status field. Historical compensation records migrate as notes or custom fields. Employee benefits and tax identification numbers are stored in custom fields using the Usr prefix to retain compliance data.

Centerpoint QHSE incidents have no direct Acumatica equivalent. We create a custom incident tracking setup using Acumatica's Generic Inquiry framework or a custom DAC — original incident dates, severity, and resolution notes are preserved as custom fields. The incident tracking setup also includes a Generic Inquiry that aggregates incidents by severity for regulatory reporting.

Centerpoint maintenance work orders migrate as custom records against Acumatica Equipment entities. Work order status, assigned technician, and parts used become custom fields on the Equipment DAC. Integration with Acumatica's Project module for billable maintenance is configurable post-migration. Work order priorities map to Acumatica's Priority field on the Equipment DAC, enabling scheduling automation.

Active Centerpoint quotes migrate to Acumatica Quotes with expiration dates and line items. Converted quotes that became sales orders preserve the Sales Order reference via the OriginalQuote reference field. Expired quotes are retained for audit purposes but marked with an ExpirationStatus of 'Expired' in Acumatica.

Centerpoint shipment records migrate to Acumatica Shipments linked to Sales Orders. Carrier, tracking number, and shipping date map from Centerpoint logistics fields. Shipment history is preserved as shipment notes. Tracking URLs are stored in the Shipment’s ShipmentNote field for reference in Acumatica's shipment inquiry screens.

Any Centerpoint custom objects created beyond the eight standard modules map to Acumatica custom DACs with Usr-prefix fields. The relationship between custom objects and standard entities (Contact, Inventory) is preserved using Acumatica's key fields and DAC relations. Custom DACs are registered in Acumatica's Database Extensions screen, ensuring they are recognized during the import process.

Documents attached to Centerpoint records (orders, contacts, inventory) migrate to Acumatica Files linked to the corresponding record via NoteID. Large attachments are re-hosted in Acumatica's file storage with reference URLs preserved. Files exceeding the default size limit are flagged for optional external storage, with URLs linked in the NoteID reference field.

Centerpoint user records resolve by email to Acumatica Users. Unmatched users are flagged — their records get assigned to a fallback owner in Acumatica until accounts are provisioned. Role and permission sets do not migrate and must be rebuilt in Acumatica's Access Rights screen.