Migrate from De Facto ERP to Acumatica

De Facto customer records map directly to Acumatica's Customers screen. Primary contact details, billing address, and terms move as-is. De Facto's credit-limit field maps to Acumatica's CreditLimit attribute. Customers without a primary contact link surface as orphaned records and require a default contact to be assigned before validation passes.

De Facto supplier records migrate to Acumatica Vendors. Payment terms, remittance address, and tax ID map field-for-field. De Facto's landed-cost allocation rules require translation into Acumatica's Carrier and LandedCost subentities — this is a custom mapping step that we document in the vendor setup plan before import.

De Facto inventory items carry class codes, stocking UOMs, and landed-cost components. Acumatica uses Stock Items and Non-Stock Items with separate attribute schemas. We split De Facto items by type: stocked items map to Stock Items with the base UOM preserved; non-stocked items (Dropship, special-order) map to Non-Stock Items. Landed-cost freight and duty percentages migrate as Carrier-landed cost codes.

De Facto BOM records with component ingredients and quantities map to Acumatica's BOMs (Bill of Materials) screen. Where De Facto supports formula-based BOMs for process manufacturing, Acumatica uses a separate Process Manufacturing extension — if your De Facto BOM uses formulas, we flag this for a dedicated Acumatica manufacturing consultant before migration.

Open De Facto sales orders migrate as SO301000 records with line items, scheduled shipments, and owner assignment. Order statuses map via value mapping: De Facto's 'Despatched' maps to Acumatica's 'Completed' and 'Invoiced' state. Historical closed orders migrate as read-only records or are archived based on your retention preference.

De Facto purchase orders map to Acumatica's PO301000. Line items, vendor references, and expected-receipt dates transfer directly. If De Facto uses multi-line purchase orders with fractional quantities for landed-cost allocation, we flatten those into separate freight lines in Acumatica's receipt-entry screen.

De Facto invoices map to Acumatica's AR Invoice screen. Tax jurisdictions, payment terms, and invoice descriptions preserve their original values. Prepayments and credit memos from De Facto migrate as separate document types (Prepayment and Credit Memo) to preserve their financial standing.

De Facto cash receipts and payments apply to invoices via payment matching. We preserve the payment amount, date, and reference number, and re-run payment-application matching in Acumatica after migration using invoice document numbers as the key. We also validate that the payment currency matches the invoice currency and that exchange rates are applied correctly.

De Facto ledger entries map to Acumatica GL journal transactions with account code, debit/credit amount, and description. If De Facto uses multi-segment account codes (Cost Centre, Department, Region), we split those segments into Acumatica's subaccount dimensions using a mapping table built during discovery.

Every De Facto custom field requires an Acumatica custom field to be pre-created with the Usr prefix in a customization project before migration data can write to it. We deliver a custom-field manifest listing the field name, data type, and pick-list values so your Acumatica developer or partner creates the schema before data import runs.

De Facto attachments (PDFs, images, OCR-processed invoices) migrate to Acumatica's File Storage screen and are linked to the parent record by reference ID. Large attachments exceeding 25MB are flagged for manual review since Acumatica applies file-size limits per upload. We also compress oversized files before upload or store them in an external repository linked via URL.

De Facto contact persons linked to customers or vendors map to Acumatica Contacts. Email, phone, job title, and the IsPrimaryContact flag transfer directly. Contacts without a parent customer are flagged and assigned to a default customer or vendor account before validation.