Migrate from Genius ERP to Acumatica

Genius ERP Customer maps 1:1 to Acumatica Customer (AR303000). The Acumatica Customer record holds billing address, credit terms, and FinPeriod restrictions for revenue recognition. Parent-customer hierarchies in Genius ERP map to the Parent Customer field in Acumatica. If Genius ERP uses customer classes for pricing or commission grouping, those map to Acumatica Customer Class assignments. The migration also preserves the original customer create date as a custom field where required for audit compliance.

Genius ERP Contact records move to Acumatica Contact (CR302000) and are linked to a Customer via the CustomerID lookup. The contact's email, phone, job title, and address fields map directly. Multiple contacts per Genius ERP customer create separate Contact records all pointing to the same Acumatica Customer.

Genius ERP Sales Order becomes an Acumatica Sales Order (SO301000). Order type, status, date, and all line items (including mixed stock and non-stock parts) map to the Acumatica SOLine structure. Open Genius ERP orders migrate with their full line detail so production can be triggered from the same sales record in Acumatica.

Genius ERP Purchase Orders migrate to Acumatica Purchase Orders (PO301000) preserving vendor, line items, quantities, and promised dates. Completed POs can migrate as historical records linked to the vendor account for audit trail continuity. Header-level notes and internal comments transfer to the Acumatica PO Description field so procurement history remains legible in the receiving module.

Genius ERP Inventory Items split into Acumatica Stock Items (IN202000) for physical goods and Non-Stock Items for services, labor, and outsourced operations. The item class, unit of measure, and default warehouse location map to the corresponding Acumatica fields. Planning parameters such as reorder points and safety stock levels migrate as Min/Max planning settings in Acumatica's Inventory module.

Genius ERP BOMs with multi-level subassemblies and step routing migrate to Acumatica BOMs (AM208000). Each BOM revision becomes a versioned BOM in Acumatica. Material lines and overhead costs map to the BOM component and overhead tabs. Routing steps with labor/machine times become production operation steps.

Genius ERP Work Orders map to Acumatica Production Orders (AM201000). The production order references the BOM and the sales order it fulfills. Labor tickets and operation completion timestamps are preserved as Production Order splinedata records in Acumatica's production history. Material allocations originally issued in Genius ERP carry forward as reported material usage in the Production Order material tab.

Genius ERP Vendors migrate to Acumatica Vendors (AP303000) with full address, payment terms, and GL accounts for AP. Remit-to addresses map to the vendor's Remittance Info tab. Multi-company vendor records are deduplicated by tax ID during migration. Vendor lead times migrate as default PO settings so Acumatica's suggested order quantity algorithms have baseline data available immediately.

Genius ERP ETO Projects migrate to Acumatica Projects (PM301000) with cost budget lines, customer link, and period allocation. Direct labor and material allocations in Genius become ProForma allocations or actuals postings in Acumatica's Projects module. Project templates defined in Genius ERP are recreated as Acumatica Project templates with the same default task structure.

Genius ERP Quotes and Estimates migrate to Acumatica Sales Quotes (SQ301000). Quote expiration dates and revision history are preserved in the quote's attributes. Quote lines with non-stock items carry through with the same description and pricing structure. Active quotes retain their original created date so the sales team sees a complete quote history in Acumatica from day one.

Genius ERP Employee records move to Acumatica Employee (EP000000) for work-order labor allocation. The employee's department, labor class, and GL expense account map to the corresponding Acumatica fields so production labor posts to the correct cost center. Employee timecard settings migrate as availability schedules linked to the Production Order scheduling engine.

Genius ERP custom properties on any entity require Acumatica UDFs (PX.Data.Usr-prefixed fields on the target DAC) or Attributes on inventory/customer screens. FlitStack surfaces every Genius ERP custom field before migration and generates the Acumatica UDF creation plan so schema is ready before data lands.

Genius ERP GL accounts migrate to Acumatica GL Accounts (GL202500) with account code, description, type (Asset, Liability, Income, Expense), and posting restrictions. Subaccounts map to Acumatica's subaccount dimension so cost center reporting carries through. Active/inactive status on Genius ERP accounts transfers to the Acumatica Account Active flag to prevent posting to deprecated accounts.