Migrate from ERPNext to Acumatica

ERPNext Customer DocType maps 1:1 to Acumatica Customers screen. ERPNext stores Customer Name, GSTIN, billing address, shipping address, and credit limits as top-level fields. We load these into the Customer master screen, creating separate Customer Locations for each ERPNext address record. Primary Contact is loaded as the Customer's default contact.

ERPNext Supplier DocType maps to Acumatica Vendors. ERPNext stores supplier tax ID, payment terms, and bank details as top-level fields. These map to the corresponding Vendor record fields. Each ERPNext Supplier Address becomes a Vendor Location in Acumatica. Supplier contacts migrate as Vendor Contact records.

ERPNext Item DocType has an Item Type field (Stock, Non-Stock, Service, Asset). We split on this field: Stock items map to Acumatica Inventory Item; Non-Stock items map to Non-Stock Item; Service items map to Non-Stock Item with a Service flag. ERPNext's Item Code maps to Acumatica's Inventory ID. Item Groups map to Acumatica's Item Class via value mapping.

ERPNext stores Address as a standalone DocType linked to Customer or Supplier via link fields. Acumatica requires locations to be attached directly to the Customer or Vendor record. We de-normalize each Address, grouping by parent Customer or Vendor, and load them as named locations (Billing, Shipping, Plant) with address lines, city, state, postal code, and country.

ERPNext Contact DocType maps to Acumatica's contact records. ERPNext stores first name, last name, email, phone, and department per contact. We map these to the corresponding Acumatica contact fields, associating each contact with its parent Customer or Vendor location. This includes preserving any contact优先级 or is_primary联络人 flags by setting the matching field in Acumatica's contact record.

ERPNext Quotation maps to Acumatica Quotes. ERPNext's Quotation Item child table (Item Code, qty, rate, discount) maps to Quote Details lines. ERPNext's terms and validity map to Acumatica's Description and Expiration Date fields. Status mapping: Draft → Hold, Submitted → Open, Ordered → Completed, Cancelled → Cancelled.

ERPNext Sales Order maps to Acumatica Sales Order. ERPNext's Sales Order Item child table maps to Sales Order Details. Delivery dates in ERPNext map to Acumatica's Request Date. ERPNext's per-row warehouse and batch number fields map to Acumatica's line-level warehouse assignment. ERPNext's Packed Items table is not migrated; those are picked during fulfillment in Acumatica.

ERPNext Purchase Order maps to Acumatica Purchase Orders. ERPNext's PO Item child table maps to PO Details. ERPNext's expected delivery date maps to Acumatica's Promise Date. ERPNext's UOM conversion per line item is preserved via Acumatica's UOM conversion setup on the Item master before PO loading.

ERPNext Delivery Note (outbound stock transfer or sales delivery) maps to Acumatica Shipments. ERPNext DN Item lines map to Shipment Lines. ERPNext's against Sales Order link is preserved as the Shipment's Order Nbr. ERPNext's batch number and serial number per line map to Acumatica's lot/serial tracking on shipment lines.

ERPNext Purchase Receipt (inbound receipt of goods) maps to Acumatica Receipts. ERPNext's PR Item child table maps to Receipt Lines. ERPNext's against Purchase Order link maps to Receipt's Order Nbr. Warehouse assignment per line maps to Acumatica's warehouse-inventory site mapping.

ERPNext BOM DocType stores multi-level BOM structures with item-quantity-routing relationships. ERPNext BOM operations (workstation, operating time) map to Acumatica's BOM Operations tab. For multi-level BOMs, we flatten the structure into a single Acumatica BOM with nested sub-assemblies linked by BOM Line Type = Phantom or Subassembly. ERPNext's BOM routing (step sequence) maps to Acumatica's operation sequence.

ERPNext Work Order maps to Acumatica Production Orders. ERPNext's BOM link maps to Acumatica's Bill of Materials reference. ERPNext's planned start and production end date map to Acumatica's Production Date and Completion Date. ERPNext Job Cards (operation-level time tracking) map to Acumatica Labor entries on the Production Order.

ERPNext Stock Entry covers multiple purposes (Material Transfer, Material Receipt, Material Issue, Manufacture). We split by Stock Entry Type: Material Transfer → Acumatica Inventory Transfer; Material Receipt → Acumatica Inventory Receipt; Material Issue → Acumatica Inventory Issue; Manufacture → Acumatica Production Order completion. Each Stock Entry Item row maps to the corresponding Acumatica line.

ERPNext Project DocType maps to Acumatica Projects. ERPNext's task hierarchy (parent task with child tasks) maps to Acumatica's Project Task structure. ERPNext's project template links map to Acumatica's Project Templates. ERPNext's billing settings (cost center, billable flag) map to Acumatica's Project Attributes tab. ERPNext's project type (External, Internal) maps via value mapping to Acumatica's Project Type.

ERPNext Task DocType maps to Acumatica Project Tasks. ERPNext's start date, end date, and expected hours map to the corresponding Acumatica task fields. ERPNext's task dependencies (Linked Tasks) map to Acumatica's predecessor task links. ERPNext's task assignees (assigned to user) map to Acumatica's Resource Tasks with the user as the resource.

ERPNext stores custom fields as DocField records with fieldname, fieldtype, and options. We export these for every DocType and create corresponding custom fields in Acumatica using Acumatica's Customization Project editor. Fieldtype mapping: Data → String; Int / Float → Number; Check → Boolean; Select → Dropdown; Date → Date; Link → Selector (for reference to another screen). ERPNext's child table custom fields require Acumatica detail-screen custom fields.

ERPNext Payment Entry (received or paid) maps to Acumatica Payments. ERPNext Payment Entry for Customer maps to Acumatica Customer Payments; for Supplier maps to Acumatica Vendor Payments. ERPNext's mode of payment, reference number, and party balance map to Acumatica's Payment Method, Reference Nbr., and Applied Amount fields.

ERPNext Journal Entry maps to Acumatica Journal Transactions. ERPNext JE Account rows (debit/credit accounts with cost center and project) map to Acumatica GL Lines with Account, Branch, and Project assignments. ERPNext's user_remark and voucher_remarks map to Acumatica's Reference Number and Hold fields.

ERPNext Sales Invoice maps to Acumatica AR Invoices. ERPNext's Invoice Item child table maps to Invoice Details. ERPNext's taxes and charges rows map to Acumatica's tax lines. ERPNext's is_pos flag (point of sale invoice) routes to Acumatica's Cash Sale screen instead of AR Invoice. ERPNext's outstanding amount and payment_schedule child table map to Acumatica's Installment setup on the invoice.

ERPNext Purchase Invoice maps to Acumatica AP Bills. ERPNext's PI Item child table maps to Bill Details. ERPNext's taxes and charges rows map to Acumatica's tax lines. ERPNext's is_return flag maps to Acumatica's Debit Adjustment type. ERPNext's mode_of_payment账款 maps to Acumatica's Payment Method.

ERPNext Warehouse DocType maps to Acumatica Warehouses. ERPNext's warehouse type (internal, transit, store) maps via value mapping to Acumatica's warehouse Purpose field. ERPNext's email alerts and default settings are preserved as warehouse notes. ERPNext's company link maps to Acumatica's Branch assignment.

ERPNext Batch (for batch-managed items) maps to Acumatica Lot/Serial Numbers. ERPNext's batch_id, manufacturing_date, and expiry_date map to Acumatica's Lot Nbr., Manufacturing Date, and Expiration Date. ERPNext's batch_qty maps to Acumatica's On Hand quantity per lot. Linking batch to stock transactions requires Acumatica's lot tracking enabled on the Item master before migration runs.