Migrate from Icicle ERP to Acumatica

Icicle products with bill of materials become Acumatica Stock Items. Products without BOM (ingredients sourced but not manufactured) become Non-Stock Items. Icicle's lot class assignment maps to Acumatica's Lot/Serial Class on the Stock Item. We preserve the original product ID as the Acumatica Inventory CD.

Icicle recipes map to Acumatica BOMs. The recipe's ingredients list becomes BOM lines with material type, quantity per, and unit of measure. Multi-level recipes (sub-assemblies) become nested BOM structures in Acumatica. We preserve the recipe version number as the BOM revision ID.

Direct 1:1 map. Icicle customer fields (name, address, contact info, tax ID) map to the corresponding Acumatica Customer fields. Icicle's customer-specific pricing rules are preserved as customer price classes in Acumatica. Multi-ship-addresses become separate Customer Locations under one Customer record.

Direct map. Icicle vendor records become Acumatica Vendors with address, contact, and payment terms. Icicle's vendor-linked compliance documents (certifications, insurance) migrate as custom fields (UsrVendorCertification, UsrInsuranceExpDate) since Acumatica has no native vendor document attachment on the Vendor screen. These fields appear on the Vendor detail screen, allowing quick review of expiration dates without opening separate attachments.

Open Icicle Sales Orders migrate as Acumatica Sales Orders with the same order number preserved in an extension field (UsrSourceOrderNbr). Line items map to SO lines with stock item link and order quantity. Status 'open' in Icicle becomes 'open' in Acumatica; closed orders migrate as completed records for historical continuity.

Open Icicle Purchase Orders migrate as Acumatica Purchase Orders. Vendor link resolves to the migrated Vendor record. Line items map to PO lines with inventory item and expected receipt quantity. Icicle's per-vendor lead times become Acumatica's Vendor Lead Time records on the vendor.

Open Icicle production runs migrate as Acumatica Production Orders linked to the corresponding BOM. Ingredient consumption from Icicle's production run maps to material allocation lines in Acumatica. Closed production runs with completed lot numbers migrate as history records with lot number preserved in UsrLotNbr.

Icicle quality tests linked to lots or inbound shipments have no direct Acumatica equivalent. We create an Inspection record tied to the Lot/Serial number. Test result values map to custom result fields (UsrTestResult1, UsrTestResult2) since Acumatica's default Quality Inspection uses pass/fail rather than numeric thresholds.

Icicle facilities map to Acumatica Branches when they represent separate legal entities, or to Warehouse codes within a single Branch when they are operational locations. We map Icicle's facility-specific inventory splits to Acumatica's Warehouse codes under the appropriate Branch. Each mapping preserves the facility's cost center so that inter-branch transfers reflect the original site’s accounting.

Icicle lot numbers with expiration dates map to Acumatica Lot/Serial records linked to the Stock Item. The lot's creation date, supplier lot code, and quarantine status migrate as custom fields on the lot (UsrLotCreationDate, UsrSupplierLot, UsrQuarantineFlag). These fields enable lot traceability in reporting without relying on external spreadsheets.

Icicle's HACCP plan documents and critical control point configurations are food-safety process definitions, not transactional data. We export the full HACCP plan as a PDF attachment linked to the relevant Stock Item. The process logic must be rebuilt in Acumatica's workflow tools.

Icicle users with system access migrate as Acumatica Users by email match. Production staff without system login become Employees in Acumatica's HR module (if activated) linked to branch and work shift. Owner-resolved records (created-by, modified-by) map via email lookup to Acumatica Users.