Migrate from Exact Globe to Acumatica

Exact Globe stores debtors and creditors in the same account table with a type flag. FlitStack splits these into separate Acumatica Customer and Vendor records. Account group codes map to Acumatica Customer Class / Vendor Class for reporting grouping. Payment terms attached to the account carry forward as separate payment term lookups in Acumatica.

Exact Globe contact persons attach to accounts. Acumatica Contacts attach to Customers or Vendors via the ContactID link. We preserve the contact's email, phone, job title, and the isPrimary flag as an Acumatica Contact with the same parent account reference. Multiple contacts per account are fully supported in Acumatica's contact model.

Exact Globe items cover stock, non-stock, and service types within one table. FlitStack routes stock items to Acumatica InventoryItem with warehouse assignments. Non-stock items become Non-Stock Items. Service items map to Service codes. Item group in Exact Globe maps to Acumatica Stock Item Group for inventory reporting and replenishment settings.

Direct mapping. Exact Globe order lines map to Acumatica SOLine records with the same order number preserved in an external reference field. Order date and requested delivery date carry forward. The order status in Exact Globe maps to Acumatica's order-status pick-list (On Hold, Pending, Completed, Cancelled) based on the source value.

Purchase orders from Exact Globe migrate as Acumatica PurchaseOrder records. Vendor reference on the PO links to the Acumatica Vendor created from the Exact Globe creditor account. Line-level detail, quantities, and unit costs transfer directly. The Acumatica PO status is set based on Exact Globe's open/closed indicator.

Exact Globe sales invoices and credit memos split into Acumatica ARInvoice (for debtors) while purchase invoices and credit memos become APInvoice (for creditors). Exact Globe's VAT code on each line maps to Acumatica's Tax Category. Original invoice number is preserved in the ExternalRef field for audit traceability.

Exact Globe projects migrate to Acumatica Projects with the same project ID preserved in a custom field. Project status, customer link, billing rule, and default account all transfer. If Exact Globe uses project-specific inventory issues, those transactions map to Acumatica Project Transaction records tied to the migrated project.

Exact Globe warehouse definitions map 1:1 to Acumatica Warehouse records. Warehouse-specific stock quantities transfer as inventory balances under each location. The primary warehouse flag in Exact Globe becomes the Base Warehouse flag in Acumatica. Multi-bin configuration in Exact Globe maps to Acumatica Location management.

Exact Globe BOM structures migrate as Acumatica BOM records linked to the migrated stock items. The bill of materials header and line structure — material components, quantities, scrap factors — transfers directly. If Exact Globe uses versioned BOMs, each version becomes a separate revision in Acumatica's BOM revision tracking.

Exact Globe custom fields added via the Add-on/Extender Tool require Acumatica customization projects to recreate. FlitStack documents each custom field name, type, and attached table, then creates an Acumatica customization specification (Usr-field name, DB type, label, screen placement). Text fields map to Acumatica string fields, numeric fields to decimal or integer depending on precision, dates to date fields. Values transfer as part of the parent record migration.

Exact Globe cost centers map to Acumatica Subaccounts. The cost center hierarchy in Exact Globe (if multi-level) collapses to a flat subaccount code in Acumatica, with the segment dimension set up in the chart of accounts configuration. Active/inactive status from Exact Globe carries forward as the subaccount's active flag.

Exact Globe bank accounts migrate to Acumatica CashAccount records. The account number, bank name, currency, and GL account link transfer directly. If Exact Globe uses multiple bank accounts per currency, each becomes a separate Acumatica CashAccount linked to the same GL account.

Payment terms defined in Exact Globe (Net 30, 2/10 Net 30, etc.) migrate to Acumatica PaymentTerms. The discount percentage, due days, and cash discount days all transfer. Exact Globe's installment payment terms map to Acumatica installment plans with multiple installment lines.

Exact Globe VAT codes map to Acumatica Tax Categories linked to Tax Zones. The tax rate, tax type (inclusive/exclusive), and applicable accounts transfer. For multi-country Exact Globe setups, each country's VAT code set becomes a separate Acumatica Tax Zone assigned to the relevant entity.