Migrate from Datacor ERP to Acumatica

Direct field-to-field mapping transfers Datacor CustomerNumber to Acumatica AccountCD and CustomerName to the Name field. Primary contact names populate the Contact record linked to the customer entity. Multiple Datacor address types including bill-to and ship-to addresses load as separate Address records under a single customer in Acumatica, preserving the complete address hierarchy that existed in the source system for order fulfillment and invoicing workflows.

Direct mapping transfers Datacor VendorNumber to Acumatica AccountCD with Vendor type designation. VendorName populates the Name field. Remit-to addresses from Datacor load as primary Address records in Acumatica, ensuring payment processing and AP workflows maintain correct vendor address information. Vendor contacts migrate as Contact records linked to the corresponding vendor account for communication tracking.

Datacor's material inventory maps to Acumatica Stock Item for physical goods tracked in inventory. For chemical products requiring regulatory compliance, we create custom fields including Hazmat_Class__c, UN_Number__c, and Storage_Class__c to preserve Datacor's hazard classifications since Acumatica provides no native GHS compliance fields on Stock Item DACs.

Datacor's lot number, lot expiration date, and lot status flags (active, expired, quarantined) map directly to Acumatica's Lot/Serial Nbr attributes on the Stock Item. Complete lot number history is preserved as attribute values in Acumatica. Expired lot flags and quarantine statuses migrate as custom status fields to maintain lot control integrity across the inventory system.

Datacor's complete sales order header including order number, order date, required delivery date, customer reference, and warehouse ID maps directly to Acumatica's SO Order Nbr, Order Date, Requested On, Customer Ref, and Warehouse ID fields. Order total and tax amount are recalculated from migrated line items within Acumatica's pricing engine to ensure accuracy.

Each Datacor order line including inventory ID, quantity ordered, unit of measure, unit price, and warehouse assignment maps to Acumatica's Inventory ID, OrderQty, UOM, Unit Price, and Branch/Warehouse fields respectively. Line-level discount amounts migrate as manual discounts attached to each line since Acumatica calculates line totals from base price and discount components.

Datacor's complete purchase order header with vendor reference, order date, expected receipt date, and warehouse assignment maps to Acumatica's PO Order Nbr, Date, Promised On, and Warehouse fields. Vendor number resolves to the corresponding Acumatica vendor AccountCD through email address matching or vendor ID cross-reference to ensure accurate vendor linkage in the AP module.

Datacor AR documents including invoices and credit memos migrate as AR Invoices in Acumatica with invoice number becoming Reference Nbr. Customer references resolve to Acumatica AccountCD through matching logic. Original invoice dates and due dates are preserved exactly as recorded in Datacor. Open/Closed status maps to Acumatica's hold flag and document status to maintain proper receivables tracking.

Datacor AP documents migrate as AP Bills in Acumatica with vendor reference number mapped to Vendor Ref Nbr. Invoice date and due date carry over unchanged to maintain payment terms accuracy. Prepayments and credit memos migrate as separate AP Bill documents linked to the same vendor account, preserving the complete payable history and enabling proper application against future invoices.

Datacor's chart of accounts including account number, description, account type, and cost center segment maps to Acumatica's AccountCD, Description, Type, and Active flag fields. Cost center segments that exist as sub-account dimensions in Datacor become Acumatica Sub-account segments configured in the chart of accounts screen, requiring segment definition setup before account migration.

Datacor formulations store ingredient lists, percentages, and yield per batch for batch process manufacturing. These map to Acumatica BOM structures if your instance includes the Manufacturing edition, with each ingredient becoming a BOM line. If Manufacturing is not in scope, formulations migrate as structured text in custom fields on Non-Stock Items, preserving ingredient detail for reference and future BOM setup by your team.

Datacor quality control test results including test type, result value, specification range, pass/fail flag, and tested-on date migrate to Acumatica's Attributes framework on Stock Items or as custom fields (QC_Test_Type__c, QC_Result__c, QC_Spec_Range__c) for maintaining regulatory audit continuity. These attributes enable compliance reporting and quality trending without requiring the Manufacturing module to be active.

Datacor's site or warehouse locations map to Acumatica's Branch records representing legal entities and Warehouse records representing physical inventory locations. Multi-site lot control configuration in Datacor becomes branch-level warehouse lot assignment in Acumatica, requiring pre-creation of branches and warehouses matching Datacor's site structure before lot number migration to prevent duplicate lot conflicts across locations.

Datacor user accounts and employee records are preserved as inactive Acumatica Users with email addresses used to match Datacor owner IDs to Acumatica usernames for account activation. Permissions and roles must be completely reconfigured in Acumatica's Role Configuration screen since Datacor's chemical-compliance access restrictions use a different permission architecture than Acumatica's Forms/Screens/Fields role assignments. We deliver a permissions matrix as a rebuild reference document for your Acumatica administrator.