Migrate from Herbst Insight ERP to Acumatica

Herbst nominal codes map to Acumatica GL accounts. The mapping extracts the account segment values from Herbst's freeform code and assigns them to the corresponding Acumatica segment structure defined in GL204000. Sub-account levels in Herbst become separate segment values or sub-account masks in Acumatica's segment editor.

Herbst company records with customer type map directly to Acumatica Customer. Primary address, contact details, and credit terms transfer as Customer attributes. Herbst's customer price group maps to Acumatica's Customer Class (AR204000), which drives default terms and tax settings. The migration also aligns payment hold flags and credit limits with the corresponding Customer Class defaults.

Herbst supplier records migrate to Acumatica Vendor. Payment terms, tax ID, and remittance address fields transfer directly. Herbst's supplier category codes map to Acumatica Vendor Class, which controls default accounts payable accounts and approval workflow settings. Additionally, vendor-specific discount tiers and preferred carrier information are matched to the Vendor Class defaults for consistent purchasing workflow.

Herbst stock items map to Acumatica Inventory Item. Item class (defined in IN201000) determines the default valuation method, posting accounts, and MO recalculation settings. Herbst's product category hierarchy becomes the Acumatica item class tree structure, which controls inventory posting at the class level.

Open Herbst sales orders migrate to Acumatica SO Order with status Open or Pending. Order lines map to SO Order lines with warehouse and lot/serial assignments. Herbst's order discount matrix maps to Acumatica's volume discount rules or Customer Price Class overrides on the Sales Prices screen (AP202000 equivalent).

Open purchase orders migrate to Acumatica PO Order. Vendor assignment, line items, and expected delivery dates transfer directly. Herbst's buyer assignment maps to Acumatica's default purchaser on the Vendor record or PO Preferences (PO101000) defaults. If a Herbst purchase order includes project or cost code references, these are stored in custom fields on the PO Line for downstream job-cost reporting in Acumatica.

Herbst AR invoices migrate to Acumatica AR Invoice with original invoice number preserved in the Reference Nbr. field. The invoice's original date is stored in a custom field (UsrOriginalDocDate) since Acumatica's document date reflects the migration date. Line items map to ARTran records with inventory ID, quantity, and amount.

Herbst AP invoices migrate to Acumatica AP Invoice. Vendor reference number maps to the Invoice Nbr. field. Prepayments and credit memos migrate as separate document types with appropriate GL postings. Tax amounts from Herbst map to APTran tax codes for reporting continuity.

Herbst goods received notes and stock movements are represented as IN Adjustment entries in Acumatica. Each movement is posted as a separate IN Register record with Issue or Receipt type. Lot and serial numbers from Herbst transfer to Acumatica's lot/serial tracking (requires the Lot/Serial class enabled on the Inventory Item).

Herbst contact records (associated with companies or standalone) map to Acumatica Contact. Email, phone, job title, and address fields transfer directly. Herbst contact classification tags (e.g., decision-maker labels) map to Acumatica's contact class or a custom contact attribute field created as a Usr-prefixed field.

Any Herbst user-defined columns on standard tables require Acumatica DAC extensions. FlitStack creates a Customization Project with Usr-prefixed fields on the corresponding DAC (e.g., UsrOriginalRefNbr on SOOrder). The customization is published to the Acumatica instance before data loads, and the project file is included in the migration package.

Closed Herbst invoices, completed purchase orders, and historic job cost records are migrated as GL Journal batches in Acumatica if the closed documents need to appear in historical reporting. Alternatively, they are preserved in a read-only reference archive accessible from a custom screen. Active reconciliation depends on the reporting scope agreed with the customer before migration.

Herbst company entities or branch identifiers map to Acumatica Branch records. Each Herbst legal entity or operating unit becomes a Branch record in Acumatica with its own address, attributes, and default warehouse. Branch-level security is configured in Acumatica's access rights screens after migration.

Herbst warehouse or location codes map to Acumatica Warehouse. Address, lead time, default bins, and cross-dock settings transfer. If Herbst uses bin locations, Acumatica's Warehouse Management preferences (IN204000) must be enabled before bin data loads, or bins are created as part of the initial setup.