Migrate from e-Emphasys ERP to Acumatica

e-Emphasys business partners with customer type map directly to Acumatica customers. Address records, contact information, and credit terms transfer to the Acumatica customer DAC. Primary branch assignment from e-Emphasys maps to the Customer Branch field. Multi-branch dealers require separate customer records per location.

e-Emphasys vendors with supplier type map directly to Acumatica vendors in the AP303000 screen. Vendor terms, payment methods, and 1099 tax configuration transfer as vendor attributes within the vendor DAC. Remit-to addresses and multiple pay-to locations are preserved as separate vendor location records in Acumatica, maintaining the complete payment routing structure from e-Emphasys.

e-Emphasys contact records attach to business partners and map to Acumatica contacts linked via the CustomerID lookup field. Contact roles (primary, billing, service, shipping) are preserved as contact class attributes in Acumatica's contact DAC. Multiple contacts per business partner are fully supported in both systems, allowing dealers to maintain all relevant personnel relationships.

e-Emphasys parts with serialized tracking require mapping to Acumatica's lot/serial numbered inventory model. Non-serialized parts map directly to stock items. e-Emphasys bin locations map to Acumatica warehouse sublocations. Parts categories from e-Emphasys become inventory product families and product lines in Acumatica.

e-Emphasys equipment records with serial numbers, hour meters, and warranty status have no native Acumatica equivalent. We migrate equipment records as non-stock items with custom fields for hour-meter reading, warranty expiration, and OEM model number. Acumatica Rental Edition customers can use subscription records with custom fields for rental rate and contract terms.

e-Emphasys service work orders map to Acumatica service orders using the Field Service module. Technician assignments, labor hours, and parts consumed on service calls transfer to service order lines. Open work orders from e-Emphasys become service orders with the appropriate dispatch status in Acumatica.

e-Emphasys rental contracts with rate schedules, reservation calendars, and customer-specific pricing require custom subscription-style records in Acumatica. Contract start/end dates, rate codes, and damage waiver flags migrate as custom fields on the equipment non-stock item or a dedicated rental contract custom DAC.

e-Emphasys sales quotes transfer to Acumatica quotes in screen SS301000, preserving line items, pricing, and expiration dates. Quote status states (pending, accepted, expired, lost) map to corresponding Acumatica quote workflow states. Multi-line quotes with part-number and labor splits preserve the full structure as quote detail lines, maintaining pricing breakdowns and optional items.

e-Emphasys sales orders map to Acumatica sales orders in the SO301000 screen with customer reference, line items, quantities, and pricing details. Warehouse fulfillment assignments transfer as shipment details linked to the order. Order status flags and hold indicators map to corresponding Acumatica sales order workflow states for accurate order lifecycle tracking.

e-Emphasys purchase orders map to Acumatica purchase orders in PO301000 with vendor reference, line items, expected quantities, and landed costs. Drop-ship assignments and special ordering flags transfer as purchase order details. Open PO status from e-Emphasys maps to Acumatica PO pending receipt status, maintaining purchasing workflow continuity.

e-Emphasys invoices transfer to Acumatica invoices in the AR301000 screen with customer reference, line items, amounts, and payment terms. Payment application history from e-Emphasys is preserved as payment entries in Acumatica's cash management module. Historical invoices maintain their original posting dates and reference numbers for complete audit trail continuity.

e-Emphasys warranty claims have no direct Acumatica equivalent. We migrate warranty claims as cases linked to the equipment non-stock item in the CR404000 screen, with custom fields for claim type, OEM reference number, coverage status, and resolution. The full claim history preserves the complete audit trail from initial submission through final resolution.

e-Emphasys GL accounts map directly to Acumatica accounts in the GL202500 screen with account code, description, and active status preserved. Account type classifications (asset, liability, equity, income, expense) transfer as the Acumatica account class attribute. Sub-account structures from e-Emphasys map to Acumatica segmentation dimensions for flexible reporting hierarchies.

e-Emphasys custom dealer properties unique to equipment dealerships (such as floor plan lender information, dealer classification codes, OEM program membership tiers, or equipment acquisition sources) are added as Acumatica custom fields to the appropriate DAC. Each custom property requires a separate DAC customization project in Acumatica to be defined and published before data can populate those fields.