Migrate from Expandable ERP to Acumatica

Expandable's part master maps directly to Acumatica Stock Items for manufactured or stocked parts, or Non-Stock Items for purchased-only parts. The part type field (manufactured vs. purchased) determines which Acumatica entity receives the record. We preserve part class codes as Acumatica Item Classes for reporting groupings.

Expandable BOMs are static structures attached to parts. Acumatica uses Material BOMs linked to production orders with step-level material issuance. Single-level BOMs map 1:1; multi-level BOMs require flattening or step-by-step production order creation. We capture the BOM revision and effective date for Acumatica revision tracking.

Expandable work orders map to Acumatica Production Orders with the same status progression: scheduled, in process, completed. Material demands from the BOM auto-populate the production order materials tab in Acumatica. Work order costs (labor, material, overhead) migrate as Production Order transactions for job cost reporting continuity.

Expandable tracks inventory by location, and each location becomes an Acumatica Branch and Warehouse combination. On-hand quantities, lot numbers, and serial numbers transfer to Acumatica's Warehouse Management module as Inventory Receipts. The location-to-branch mapping preserves the facility-level segregation that Expandable uses for multi-site inventory control and reporting.

Expandable lot and serial tracking maps to Acumatica's lot/serial classes attached to Stock Items. For med-tech customers, serial number history (which part was serialized, by whom, when) preserves FDA Device History Records in Acumatica's lot/serial transaction log. Lot and serial assignments from Expandable carry forward as active tracking records in Acumatica for traceability purposes.

Expandable sales orders map to Acumatica Sales Orders with line items, pricing, and customer references. Open sales orders migrate as open Acumatica Sales Orders; completed orders become shipment records only. We preserve order hold status and credit hold flags as Acumatica order attributes.

Expandable purchase orders migrate to Acumatica Purchase Orders with vendor, line items, and expected delivery dates. Open POs become Acumatica Purchase Orders; received POs become AP Receipts. We map Expandable vendor records to Acumatica Vendors, preserving vendor-specific notes and payment terms.

Expandable customer records become Acumatica Customers with billing address and credit terms carried forward. Open AR invoices migrate as Acumatica AR Invoices; paid invoices are migrated as historical records without open balance. Customer-specific shipping addresses map to Acumatica address location records for order fulfillment continuity.

Expandable vendor records map to Acumatica Vendors with payment terms and tax settings carried forward. Open AP bills migrate as Acumatica Bills; historical paid invoices become AP History entries. We preserve vendor-specific GL accounts used for AP accrual in Expandable, mapping to matching Acumatica expense accounts for accrual reversal entries.

Expandable's GL chart of accounts migrates to Acumatica's GL with the same account numbers and descriptions. Account types (Asset, Liability, Equity, Revenue, Expense) map to Acumatica account classes. Historical journal entries transfer as detail lines in Acumatica's GL module for financial reporting continuity.

Expandable's Quality Events and CAPA records have no native Acumatica equivalent. We migrate these as custom records attached to the relevant Stock Item or Production Order using Acumatica custom fields and generic inquiries, preserving event dates, disposition, and CAPA root cause documentation.

Expandable RMA records require Acumatica-side configuration—either using Cases tied to Customers or a custom RMA entry screen built in Acumatica's customization framework. We migrate RMA headers, line items, and disposition codes as reference data for your Acumatica admin to implement.

Expandable ECM documents engineering change orders and approvals. Acumatica does not have a native ECM module. Change orders migrate as documents with affected part numbers and revision levels; your Acumatica team configures a change control workflow using generic inquiries and business events.

Expandable bar code scan records capture inventory movements with timestamps and user IDs for audit trails. Acumatica's Warehouse Management module captures equivalent transactions using INTransitPutAway and INAdjustment records. We map Expandable scan events by location and quantity delta to corresponding Acumatica warehouse transactions, preserving movement history for inventory accuracy reporting.

Expandable's audit trail captures field-level changes with user, timestamp, and old/new values. Acumatica's audit log captures DAC-level changes for configured fields. We migrate Expandable audit records as Activity records tied to the relevant entity so compliance history is visible in Acumatica without requiring additional configuration.