Migrate from IS Packaging to Acumatica

IS Packaging customer records (name, address, phone, email, payment terms) map to Acumatica Business Account with Customer class. Primary contact details map to the primary Contact sub-record. Multiple contacts per account supported via the Contacts tab. Secondary addresses such as ship-to locations map to separate Address records linked to the Business Account, enabling customers with multiple delivery points to maintain all locations under a single account hierarchy.

IS Packaging vendor records map to Acumatica Business Account with Vendor class. Payment terms, tax ID, and remit-to addresses migrate as vendor-specific attributes. PO defaults and expense categories map to Acumatica's vendor record settings. Remittance addresses and 1099 reporting flags transfer to ensure tax compliance in Acumatica, while multiple payment destinations per vendor are supported through the Remit-to Address feature.

IS Packaging inventory items (item code, description, unit of measure, cost, price) map to Acumatica Inventory ID records. Item type (stock vs. non-stock) determines whether Acumatica uses Stock Item or Non-Stock Item DAC. Lot/serial tracking settings map to Acumatica's lot/serial classes.

IS Packaging BOM records (component items, quantities, operation steps) map to Acumatica BOM records linked to the finished good inventory item. Material issues and overhead rates map to the cost element breakdown in Acumatica's BOM version. Multi-level BOM structures with subassemblies transfer as nested BOM hierarchies, and alternative BOMs for the same finished good are supported through BOM versions with effective date ranges.

IS Packaging work orders (date, quantity, BOM link, status, labor hours) map to Acumatica Production Order records. Original creation dates preserved as reference dates. Labor and machine time entries migrate as production transaction logs linked to the production order. Material shortage flags and work order priorities transfer as custom fields, and if IS Packaging tracks step-level scheduling, those operations map to production order operations with labor and machine center assignments.

IS Packaging sales orders (customer, lines, quantities, prices, warehouse, status) map to Acumatica SO301000 screen records. Order dates, promised dates, and customer PO references migrate. Open orders migrate with their current status; completed orders migrate as historical records. Drop-ship and special fulfillment instructions map to the fulfillment settings on each sales order line, and any promotional pricing or volume discounts linked to the order transfer as line-level adjustments.

IS Packaging purchase orders map to Acumatica PO301000 records. Vendor, line items, quantities, costs, and expected delivery dates transfer. Drop-ship and fulfillment settings map where applicable. Open POs retain status; received POs migrate with receipt history. Pre-assigned warehouse and location assignments on PO lines transfer to ensure ordered materials route to the correct receiving departments, and blanket PO release history maps to linked release records under the blanket agreement.

IS Packaging AR invoices map to Acumatica AR301000 records. Invoice number, date, due date, customer, lines, tax, and amount transfer. Payments applied before migration date are recorded as applied. Open invoices remain open in Acumatica AR. Credit memo applications and overpayment allocations transfer as applied documents, and any finance charges or adjustment reasons linked to invoices migrate as document-level notes for audit trail purposes.

IS Packaging AP invoices map to Acumatica AP301000 records. Vendor invoice number, date, due date, vendor, lines, and amount transfer. Prepaid and hold statuses map to Acumatica's invoice hold workflow. Open AP balances carry forward. Recurring invoice schedules and approval routing assignments transfer to Acumatica's invoice workflows, and any pre-payment application references map to payment applications against the AP invoice.

IS Packaging journal entries map to Acumatica GL301000 records with account, debit/credit amount, and description. Source module (AR, AP, IN) tags as the batch reference. Period and financial year assignments map to Acumatica's fiscal period structure. Recurring journal templates and reversing batch settings transfer to GL batch headers, and any consolidated journal entry flags for inter-company transactions map to Acumatica's inter-company journal entry handling.

IS Packaging custom fields (lot compliance codes, customer pricing tiers, material certifications) require Acumatica Customization Project with DAC extensions. Each custom field is defined in the customization project, published to create SQL columns, then populated during migration. Field type mapping (text, number, date, picklist) aligns with Acumatica's PXDBField attribute definitions.

IS Packaging payment terms (Net 30, 2/10 Net 30, etc.) map to Acumatica Payment Terms (AR303010) with Cash Discount codes. Each term's description, due days, and discount days transfer. Custom payment terms require new term creation in Acumatica before mapping.

IS Packaging warehouse and bin locations map to Acumatica Warehouse (IN204000) and Location records. Address, contact, and default values transfer. Bin structures map to Acumatica's location numbering convention within each warehouse. Default receiving and shipping zones transfer to warehouse setup, and if IS Packaging tracks warehouse-specific inventory valuation methods, those settings map to the cost site assignments in Acumatica's inventory valuation configuration.