Migrate from Fulfil to Acumatica

Fulfil Customer maps to Acumatica BAccount record with Customer class. The BAccount holds the entity name and address; the Customer DAC (CR303000) holds credit terms and statements. Primary shipping address from Fulfil becomes the DefAddress record on BAccount. We match by customer ID or email for de-duplication against existing Acumatica BAccount records.

Fulfil Vendor maps to Acumatica BAccount with Vendor class. The AP303000 Vendor screen holds payment terms, tax zone, and remittance address. Primary address from Fulfil becomes DefAddress on the vendor BAccount. Unmatched vendors are flagged before load so your AP team can approve or merge.

Fulfil Stock items map to Acumatica INItemMaster with Item Type = Stock Item. Unit of Measure, lead time, and warehouse defaults come from Fulfil's item record. Lot/Serial settings transfer based on Fulfil's tracking flags. The migration creates the item header; on-hand quantities load via INReplenishment or adjustment.

Fulfil Non-Stock items map to Acumatica Non-Stock items used for services or freight charges. The CuryID defaults from Fulfil's currency setting. These items skip inventory posting but appear on Purchase and Sales orders. They can be assigned default expense accounts for accurate cost allocation.

Fulfil Kit items become Acumatica BOMs with a template part and components from the kit structure. BOM revision defaults to the kit version date. Component quantities and scrap factors transfer from Fulfil's kit definition. Multiple BOM levels map to multi-level AM208000 structures.

Fulfil Sales Orders map to Acumatica SOOrder with status preserving the source state (Open, Completed, Cancelled). Open orders load with Hold = false so they appear in Acumatica's fulfillment workflow. Closed orders load as historical records for reporting continuity. Line items create SOLine child records linked by OrderNbr.

Fulfil Purchase Orders map to Acumatica POOrder with lines as POLine child records. Vendor ID resolves to the matching Acumatica vendor BAccount. Expected and Promised dates transfer to request and ship dates on each line. Open POs load as active; closed POs load as completed for audit history.

Fulfil inventory adjustments map to Acumatica INAdjustment documents with line-level inventory ID, warehouse, and quantity delta. Each adjustment reference links to Fulfil's adjustment reason code stored as a note for audit trail. They can also be imported in bulk using CSV for rapid processing.

Fulfil Warehouses map to Acumatica Warehouse records. Location names within each warehouse map to INLocation with LocationCD matching Fulfil's location code. Multi-bin setups create nested INLocation records per warehouse. Additionally, each location can be flagged as active or inactive for selective picking.

Fulfil file attachments on customers, vendors, items, and orders re-upload as Acumatica Files linked by NoteID. Original file names and MIME types are preserved. Files attach to the Acumatica record matching the source entity type and ID. They can also be accessed via the Files screen.

Fulfil customer notes and order notes migrate as Acumatica Notes attached to the corresponding BAccount or SOOrder record via NoteID. Timestamps and author info are preserved for audit continuity. They also support tagging for simple retrieval and can be exported to PDF for compliance.

Fulfil inbound shipment receipts map to Acumatica PORceipt with vendor and PO reference preserved. Line-level inventory ID and received quantity transfer; variance between ordered and received qty surfaces as receipt-level notes. These notes help reconcile short shipments and can be reviewed in the PO Receipts screen.