Migrate from iCast to Acumatica

iCast customer maps to Acumatica Customer (AR303000) with the primary billing address as LocationID=PRIMARY. If iCast stores separate shipping addresses, each becomes a Location record under the same CustomerID. During import, we also map the customer’s credit limit and tax registration number to the corresponding Acumatica fields, and set the status flag to Active if the iCast record is active. Location-level address validation is performed to match Acumatica's format requirements.

iCast vendor maps to Acumatica Vendor (AP303000). The vendor's main address lands as LocationID=PRIMARY. Payment terms and Tax ID on the vendor header map to TermsID and TaxRegistrationID respectively. If the vendor has multiple remittance addresses, each is imported as a separate Location record linked to the same VendorID, preserving the address purpose in the Location description. Vendor class and payment hold status are also transferred.

iCast account number maps to AccountCD; iCast account description maps to AccountDescr. If iCast uses a two-segment code (e.g., 4000-000), the first segment becomes the Acumatica account and the second becomes a SubID subaccount. Active flag, currency, and account type are also transferred to set the correct account class in Acumatica. For accounts without a subaccount segment, a default subaccount (e.g., 000) is created to satisfy Acumatica's required subaccount field.

iCast item with Stocked=Y maps to Stock Item (IN202000) with ItemStatus=Active and ValMethod set per iCast cost method. Non-stocked items map to Non-Stock Item with the same screen. During import, we also map the item’s unit of measure, default warehouse, and any user-defined fields. If the iCast item has a BOM, the BOM is imported separately after the item is present in Acumatica.

iCast BOM header maps to BOM (AM201020) with BillStatus=Active. Each BOM component line becomes an AMMatl record referencing the component Stock Item, QtyPer, and OperationsSeq. If the BOM has multiple revisions, the active revision is imported first, and alternate revisions are added as separate BOM versions linked to the same output item. BOM routing information is mapped to AM Operation records for scheduling.

iCast work order maps to Production Order (AM201000). Acumatica captures the output item, quantity,物料清单, and operations. Actual labor and machine time entered post-completion maps to labor and machine overhead on the order. If the work order includes a BOM revision, we link the active revision to the production order and set the operation sequence. The work order’s status (Open, Completed, Cancelled) is reflected in the production order’s status field.

iCast sales order maps to Acumatica Sales Order (SO301000). Header fields (order number, date, customer, terms, warehouse) map directly. Each line maps to SOLine with the inventory item, quantity, and UOM. If the sales order includes discounts, they are transferred as line-level discount codes mapped to Acumatica's discount engine. Tax calculation settings and freight terms are also carried over from the iCast order header.

iCast cash receipts map to Cash Sale or Payment (AR302000). If the receipt references an invoice, it becomes an Application record linking the Payment to the AR Invoice. Payment method, cash account, and currency code are also transferred from iCast to the Acumatica payment record. If the receipt includes a reference number, it is stored in the ExtRefNbr field for reconciliation.

iCast disbursements map to Checks (AP302000). Payment method, cash account, and vendor location all resolve from the corresponding iCast payment record. If the iCast payment includes a discount taken, the discount amount is recorded as a separate adjustment line in Acumatica. The check date and effective period are set to match the iCast transaction date, and any memo text is preserved in the check’s reference note.

iCast project records map to Acumatica Project (PM301000). Each phase or cost category in iCast becomes a ProjectTask (PM3010PL). Original project dates and cost budgets are preserved as attributes on the project. If the project includes retainage terms, we map retainage percentages to the project’s billing settings. Project status (Active, Completed, On Hold) is synchronized with the iCast project state.

iCast quotes map to Acumatica Quotes (SO3010PL). Quote status in iCast determines whether the record lands as Draft, Open, or Closed in Acumatica. The quote expiration date and any discount percentages are transferred to the Acumatica quote header. If the quote references a customer location, we link it to the appropriate LocationID in Acumatica.

iCast file attachments are extracted and re-uploaded as Note records linked to the parent entity. File size and format are preserved. Inline images in notes are downloaded and re-hosted in Acumatica's file storage. During extraction, we verify the file’s MIME type and ensure it does not exceed Acumatica's 25 MB per‑file limit. Any attachments that cannot be automatically migrated are logged for manual upload.