Migrate from Clear Enterprise to Acumatica

Direct map. Clear Enterprise customer records carry name, billing address, shipping address, payment terms, credit limit, and primary contact. Acumatica Customer records replicate all these fields plus the Location (multiple addresses per customer) structure. We split multi-address customers into Acumatica Locations under one Customer record.

Direct map. Clear Enterprise vendor records include name, address, payment terms, 1099 flag, and primary contact. Acumatica Vendor records replicate all these fields. We create a Vendor location for each distinct address in Clear Enterprise and link the primary contact to the Vendor record.

Clear Enterprise items may be stock-tracked or non-stock. Acumatica distinguishes Stock Items (with inventory tracking) from Non-Stock Items (for services and materials not tracked on-hand). We classify each Clear Enterprise item based on its quantity-on-hand flag and populate Item Class on the Acumatica side.

Direct map. Clear Enterprise BOMs with components, quantities per, and operation steps translate to Acumatica BOMs with BOM Lines and Material Items. We preserve the effective date and revision number from Clear Enterprise as custom fields on the Acumatica BOM since Acumatica BOM revisions are managed differently.

Clear Enterprise work orders (with status, operations, labor hours, and material issues) map to Acumatica Production Orders. Status transitions differ: Clear Enterprise closes a work order manually; Acumatica completes a production order and posts the material and labor variances. We map Clear Enterprise's last-operation completion date to Acumatica's completion date.

Clear Enterprise GL account codes map to Acumatica Accounts. Acumatica requires a subaccount mask to be configured first; accounts cannot be created without an active subaccount dimension. We deliver the subaccount mask plan before the GL migration runs so account creation is unblocked on day one.

Clear Enterprise cost-center codes map directly to Acumatica Subaccounts. We preserve the cost-center description and active status. Inactive cost centers in Clear Enterprise are migrated as inactive Subaccounts in Acumatica to maintain historical reporting continuity. We analyze Clear Enterprise cost‑center codes to configure the Acumatica subaccount mask, map each segment, and preserve any department or tax attributes as custom fields for historical reporting continuity.

Direct map for posted invoices. Clear Enterprise invoices with customer, date, line items, tax, and payment terms migrate to Acumatica AR Invoices. We preserve the original invoice number as a reference. Unapplied credits (overpayments) migrate as AR Credit Memos in Acumatica.

Direct map for posted bills. Clear Enterprise AP bills with vendor, date, line items, tax, and due date migrate to Acumatica AP Bills. Vendor prepaid invoices in Clear Enterprise migrate as AP Prepayments in Acumatica. We retain the original invoice number and date, map payment terms, and preserve any pre‑applied credit memos as AP Credit Memos.

Direct map. Clear Enterprise open sales orders migrate to Acumatica Sales Orders with status preserved (on hold, pending, confirmed). Line items, warehouse assignments, and promised dates transfer. Closed or fulfilled orders migrate as historical records (no further status action required).

Direct map. Clear Enterprise open purchase orders migrate to Acumatica Purchase Orders. Line items, vendor, expected receipt date, and warehouse transfer. Completed POs are migrated as closed records. Drop-ship lines require a separate mapping since Acumatica handles drop-ships as a distinct line type.

Clear Enterprise inventory adjustment transactions (cycle count corrections, scrap postings) migrate as Acumatica Inventory Adjustments with reason code preserved as a custom field. Adjustments linked to work orders preserve the production order reference in the Adjustment description. We also map the adjustment date to the Acumatica transaction date and ensure any multi‑warehouse impacts are reflected in the correct warehouse location.

Clear Enterprise payment term codes (Net 30, 2/10 Net 30, etc.) map to Acumatica Payment Terms by code. Custom payment terms in Clear Enterprise are created as new Payment Terms in Acumatica before invoice migration runs. Terms tied to early-payment discounts require discount percent mapping.

Clear Enterprise tax zones (state/county combinations) map to Acumatica Tax Zones and Tax Categories. Where Clear Enterprise stores tax rates as flat values, Acumatica calculates tax via the Tax Zone rules linked to Customer Tax Zone and Item Tax Category. We configure the tax calculation settings before invoices migrate.

Clear Enterprise warehouse codes map to Acumatica Warehouses. Each warehouse's address, default location, and lead-time settings transfer. If Clear Enterprise tracks bin locations within a warehouse, we create corresponding Location records in Acumatica under the target Warehouse. We also copy the warehouse’s tax zone and shipping carrier preferences to ensure consistent fulfillment configuration in Acumatica.

Clear Enterprise UOM codes (each, box, gallon, etc.) map to Acumatica UOM records with the same code. Conversion factors between UOM pairs transfer as UOM conversions in Acumatica's UOM Definition screen. If a UOM does not exist in Acumatica, we create it before loading items to avoid import errors.

Clear Enterprise custom fields stored as extended properties on any standard entity require an Acumatica Customization Project to replicate. We extract the custom field schema from Clear Enterprise, create the corresponding DAC extensions in Acumatica, and publish the customization before data load. Existing custom field values are migrated as custom field values in the new schema.

Clear Enterprise salesperson records map to Acumatica Salespersons. Commission rates are preserved as a custom field on the Salesperson since Acumatica's native commission tracking uses a different assignment model based on split percentages. We also import the salesperson’s territory, default warehouse, and contact details to preserve downstream reporting and assignment logic.

Direct map for employee master data. Clear Enterprise employee records with address, department, and supervisor link migrate to Acumatica Employees. Active/inactive status transfers. Employees used only in Clear Enterprise's HR module (not linked to AP/AR) migrate as inactive to avoid cluttering the Acumatica Employee list.

Clear Enterprise job records that track time and costs map to Acumatica Projects. Jobs with billable milestones map to Project budgets and invoices. Non-billable cost-tracking jobs map to non-project labor cost codes. We flag each record with a billable flag to control whether it generates AR invoices in Acumatica.