Migrate from FACT ERP.NG to Acumatica

FACT customers map to Acumatica Business Accounts (CustomerClass keyed on AR202010). The primary contact on the FACT customer becomes the primary Location's contact. FACT address fields are split into Location addresses on the Locations sub-grid. Multi-contact accounts require additional Location rows.

FACT vendors map to Acumatica Vendors (VendorClass on AP202010). The vendor's primary address and contact live on the default Location. AP terms on the vendor record (Net 30, Net 60) map to Terms objects (AP204000). FACT vendor 1099 flag migrates to the Acumatica VenPmtMethod field.

FACT items with on-hand stock become Acumatica Stock Items (ItemType = GI); service-only items become Non-Stock Items (ItemType = NS). The FACT stock-valuation method (Average/FIFO) maps to the ItemValMethod dropdown on IN202500. FACT item class grouping maps to Acumatica's Item Class (IN201500) for shared posting settings.

FACT sales orders map 1:1 to Acumatica Sales Orders. Order number maps to OrderNbr; order date maps to OrderDate; customer reference maps to CustomerOrderNbr. FACT line-level discount % maps to the Discount安稳t field on SOLine. Pending-ship lines create open SOShipLine records in Acumatica.

FACT purchase orders map to Acumatica Purchase Orders. The vendor on the FACT PO maps to the VendorID on PO301000. Line-level item, quantity, and cost map to POLine inventory ID, OrderQty, and CuryUnitCost respectively. Open status FACT POs remain in the Open state in Acumatica; completed POs are set to Completed.

FACT AR invoices map to Acumatica AR Invoices. The document number maps to RefNbr; invoice date maps to DocDate; due date maps to DueDate. Line-level tax amounts from FACT map to Tax Category on ARTran with Acumatica tax setup (TX205000) applied post-migration. Fact batch numbers map to the BatchNbr field linked to the GL batch.

FACT AP invoices map to Acumatica AP Invoices. Vendor reference number maps to VendorRefNbr. Tax amounts from the FACT invoice map to Tax Category on APTran. If the FACT AP invoice is linked to a PO, the Acumatica AP invoice is created as a Prepayment or Regular document linked to the POLine via the POLinkRefNbr.

FACT's flat account codes map to Acumatica's segmented COA (e.g., 100-1100-CASH). FACT sub-account codes become Acumatica Subaccounts keyed by SubaccountCD. Acumatica's segment count and segment masks are defined in the Chart of Accounts screen (GL101000) before any accounts are created. Account types (Asset, Liability, Income, Expense) map to the Type field on GL202500.

FACT user IDs are matched by email to Acumatica Employees. The Employee record links to the Acumatica User account via the internal EmployeeID. FACT owner assignments on transactions (Created By, Approved By) map to the EmployeeID on the Acumatica document header. Users without a matching Acumatica account are flagged for admin creation before migration.

FACT warehouses with bin-level tracking map to Acumatica Warehouses (WH203000). FACT bin codes map to Location records under the Warehouse (WH204000). Acumatica requires the warehouse to exist before inventory transactions referencing it can be posted. FIFO/batch-tracked FACT warehouses require the Lot/Serial Class on the warehouse to be set correctly on WH203000.

FACT contacts that are direct customers (B2C) route to standalone Acumatica Contacts (CR302000) linked to the Account. FACT contacts that are employees of a vendor company route to Contact records linked to the Vendor Business Account. FACT contact roles (Decision Maker, Influencer) are stored as a custom pick-list on the contact relationship (CR3020PL) rather than a separate association label.

FACT tax codes (e.g., S3-GST-7) map to Acumatica Tax records. The FACT tax rate percentage and tax type (inclusive/exclusive) are used to configure the Acumatica Tax record's Rate and ExpenseAccrual account. Value-mapping is required because FACT allows free-text tax codes whereas Acumatica requires Tax IDs registered in TX202000.