Migrate from Infor VISUAL to Acumatica

VISUAL customer records map 1:1 to Acumatica Customers. Address records in VISUAL (multi-address per customer) require expansion into Acumatica's address locators—primary address as default, additional addresses as alternate location records with address type flags. We preserve all contact roles and communication preferences during the migration to maintain customer relationship continuity.

VISUAL vendor records map directly to Acumatica Vendors. Payment terms, shipping terms, and buyer assignment carry over as direct fields where the values match Acumatica's configuration. VISUAL vendor contacts become Acumatica Vendor Contacts linked via the VendorID lookup, preserving contact name, phone, email, and role information.

VISUAL inventory items split into two Acumatica objects based on tracking configuration. Items marked for lot or serial tracking become Stock Items with warehouse quantities and inventory valuation. Non-tracked items become Non-Stock Items used in purchasing and sales but excluded from inventory valuation. The item class from VISUAL maps to Acumatica Item Class to preserve reporting hierarchies.

VISUAL BOMs with materials assigned per operation require decomposition into Acumatica's flat BOM structure. We extract the material-to-operation assignments and preserve them as a custom MultiText field on the BOM so the operation context is not lost during consolidation. Multi-level BOM hierarchies are flattened and referenced via parent BOM ID where applicable.

VISUAL routing operations map to Work Centers in Acumatica Manufacturing. Each routing step becomes a Work Center operation with machine and labor rates extracted from VISUAL's operation cost layers. Overhead rates require Acumatica overhead code configuration, and we map operation sequences to Work Center priority ordering for scheduling continuity.

VISUAL work orders map directly to Acumatica Production Orders. The ProductionNbr comes from VISUAL's wor_kit_num. Status values map via value translation table (Released, In Process, Completed, Closed). Original scheduled dates map to Production Order header for reporting continuity. Parent-child work order relationships become linked Production Orders.

VISUAL operation-level material assignments become Acumatica Material List lines. We aggregate materials to header-level lines to match Acumatica's BOM usage model, while preserving which VISUAL operation originally consumed each material via a custom MaterialSource__c field. Scrap factors and shrinkage percentages carry over as notes on material lines.

VISUAL labor entries (setup hours, run hours, labor rate per operation) map to Acumatica Labor entries on the Production Order. Labor codes in Acumatica reference Work Centers for rate lookup, matching VISUAL's cost layer model.we migrate both posted and unposted labor entries to preserve production cost history.

VISUAL sales orders migrate to Acumatica Sales Orders with order number, dates, customer reference, line items, and discounts preserved. Open orders migrate with status; invoiced orders migrate as closed records for historical completeness. Shipment history becomes inventory transactions in Acumatica's warehouse management.

VISUAL purchase orders map to Acumatica Purchase Orders. Line items, vendor, terms, and shipment details carry over. Receipt history in VISUAL becomes landed cost entries or receipt lines in Acumatica depending on receipt status. Partially received POs retain their receipt balances for continued receiving in Acumatica.

VISUAL invoices split into Acumatica AR Invoices (customer invoices) and AP Invoices (vendor bills). Payment status and open/closed flags migrate for reconciliation continuity. Historical invoice PDFs stored in VISUAL's document management are re-uploaded to Acumatica File Storage for audit-ready record keeping.

VISUAL quotes and estimates migrate to Acumatica Quotes with customer link, line items, pricing, and expiration dates. Quote status values map to Acumatica's Quote statuses (Draft, Pending Approval, Accepted). Quotes with expired status migrate for historical reference only, with a flag indicating expiration source system.

VISUAL's actual cost vs. estimated cost variance per work order requires Acumatica custom fields (EstimatedCost__c, ActualCost__c, Variance__c) because Acumatica's standard cost tracking operates at inventory valuation level, not job-costing level. We surface these for management review and rebuild planning, with drill-down from each Production Order to the underlying cost detail.