ERP migration
Field-level mapping, validation, and rollback between Kinetic and Acumatica. We move data and schema; workflows are rebuilt natively in Acumatica.
Kinetic
Source
Acumatica
Destination
Compatibility
14 of 14
objects map 1:1 between Kinetic and Acumatica.
Complexity
BStandard
Timeline
4–8 weeks
Overview
Epicor Kinetic organizes manufacturing data around Plant-specific ledgers, job records, and Epicor Data IO packages for integration. Acumatica uses a branch-aware, multi-entity General Ledger with integrated inventory, project accounting, and CRM modules accessible from one login. We map Kinetic customers to Acumatica Customers (AR), Kinetic vendors to Acumatica Vendors (AP), Kinetic parts to Acumatica Inventory IDs with stock categories, Kinetic job records and work orders to Acumatica Manufacturing Orders, and Kinetic BOMs to Acumatica Bills of Materials with operation sequences. For transactional history, we use Epicor's REST/soap API endpoints to export open AR/AP invoice rows, work order history, and inventory transactions, then load them into Acumatica via Acumatica's Import by Scenario framework and REST API. Workflows built in Epicor Kinetic Designer (alerts, approvals, and Epicor Functions) do not migrate and must be recreated as Acumatica Screens customizations or automation scripts. BAQ (Business Activity Query) reports and custom BAQ fields are exported as reference CSVs for your Acumatica consultant to rebuild using Acumatica's Generic Inquiries and custom fields.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Kinetic object lands in Acumatica, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Kinetic
Customer
Acumatica
Customer
1:1Kinetic Customer table maps 1:1 to Acumatica Customers (AR submodule). Kinetic customer IDs and names import as CustomerCD and Name respectively. Multi-address support maps using Acumatica's address tab; secondary contacts become Contacts attached to the Customer record. All original customer credit terms are preserved in the TermsID field.
Kinetic
Vendor
Acumatica
Vendor
1:1Kinetic Vendor records map to Acumatica Vendors (AP submodule). Vendor IDs, names, and payment terms carry over. Remit-to addresses import as separate address records. 1099 vendor flags translate to the Acumatica tax ID field. Vendor class assignments are transferred using value mapping to ensure correct categorization in Acumatica.
Kinetic
Part
Acumatica
Inventory ID
1:1Kinetic Part master maps to Acumatica Inventory IDs. Part classes become Stock Groups. Kinematics Unit of Measure (UOM) conversions are preserved in Acumatica's UOM classes. Discontinued parts are set to Inactive on the inventory record. We also map part-specific costing methods to Acumatica's standard or average cost layers to maintain accurate valuation.
Kinetic
Bill of Materials
Acumatica
Bill of Materials
1:1Kinetic multi-level BOMs map to Acumatica BOMs with the same structure — parent part, component parts, quantity per, and operation sequence. Alternate BOMs import as separate BOM revisions flagged by Effective Date ranges. For parts with multiple plant-specific BOMs, we generate separate BOM revisions linked to the appropriate Acumatica branch using the revision's effective date window.
Kinetic
Job Record / Work Order
Acumatica
Production Order
1:1Open Kinetic job records map to Acumatica Production Orders in Scheduled or On Hold status based on Kinetic job status. Closed jobs are not migrated; their totals are rolled into the inventory valuation snapshot that transfers at go-live. The mapping preserves original job numbers as the ProductionOrderID so audit trails remain intact.
Kinetic
Purchase Order
Acumatica
Purchase Order
1:1Open Kinetic POs map to Acumatica POs with line items, quantities, and vendor part numbers. Released vs. pending status is preserved. PO amendments in Kinetic become change order lines in Acumatica. We also map PO carriers and shipping terms to Acumatica's corresponding drop-down lists to maintain fulfillment instructions.
Kinetic
Sales Order
Acumatica
Sales Order
1:1Open Kinetic SOs map to Acumatica Sales Orders. Ship-to addresses, order hold codes, and request dates carry over. Acumatica's multi-warehouse fulfillment can resolve Kinetic's single-warehouse ship-from constraint. We also transfer order-level notes and internal comments to the Acumatica Sales Order detail tab for complete reference.
Kinetic
AR Invoice / Memo
Acumatica
AR Invoice
1:1Open Kinetic AR invoices and credit memos map to Acumatica AR Transactions. Original invoice dates, due dates, and terms are preserved. Unapplied payments become Acumatica Cash Entries matched against the customer account. We also map invoice-level discounts and tax amounts to the corresponding Acumatica distribution lines to preserve financial accuracy.
Kinetic
AP Invoice
Acumatica
AP Bill
1:1Open Kinetic AP invoices map to Acumatica AP Bills. Vendor invoice numbers are preserved as Reference Nbr for audit trails. Prepaid AP entries from Kinetic carry over as opening balances on the AP register. We also map payment terms and due date calculations to Acumatica's TermsID to maintain consistent cash flow tracking.
Kinetic
GL Journal Entry
Acumatica
GL Journal Transaction
1:1Active period GL journal entries from Kinetic import as Acumatica GL Transactions using the same account code structure. Year-end closing entries are excluded unless the Acumatica chart of accounts needs opening balances carry-forward. We also map subaccount segments to Acumatica's dimension fields to preserve cost center and department detail across the ledger.
Kinetic
Lot / Serial Number
Acumatica
Lot/Serial Number
1:1Kinetic lot and serial number registries map to Acumatica's lot/serial tracking at the site level. Original receipt dates and expiration dates carry over for FIFO/lot-specific valuation. We also map lot attributes such as supplier lot codes and custom attributes to Acumatica's extended lot fields for full traceability.
Kinetic
Project (if used)
Acumatica
Project
1:1Kinetic project records map to Acumatica Projects with project status, billing options, and non-inventory line items. Time and material tracking maps to Acumatica's Project Transactions submodule. We also map project-specific cost codes to Acumatica's allocation rules to ensure accurate project profitability reporting.
Kinetic
Custom BAQ Fields
Acumatica
Custom Fields / Generic Inquiry Reference
1:1Kinetic BAQ (Business Activity Query) custom fields and calculated columns do not have a direct Acumatica equivalent. We export BAQ column definitions as a CSV reference document; your Acumatica consultant rebuilds these as custom fields on the relevant DACs or as Acumatica Generic Inquiries.
Kinetic
Epicor Data IO Package
Acumatica
Acumatica Import by Scenario / REST API
1:1Kinetic Epicor Data IO integration packages (used for EDI or third-party data feeds) have no Acumatica equivalent. We provide a mapping document for each package's schema; your Acumatica developer rebuilds the integrations using Acumatica's REST API or import scenarios. The mapping document includes field-level transformations, error handling logic, and suggested Acumatica screen placements for each integration endpoint.
| Kinetic | Acumatica | Compatibility | |
|---|---|---|---|
| Customer | Customer1:1 | Fully supported | |
| Vendor | Vendor1:1 | Fully supported | |
| Part | Inventory ID1:1 | Fully supported | |
| Bill of Materials | Bill of Materials1:1 | Mapping required | |
| Job Record / Work Order | Production Order1:1 | Fully supported | |
| Purchase Order | Purchase Order1:1 | Fully supported | |
| Sales Order | Sales Order1:1 | Fully supported | |
| AR Invoice / Memo | AR Invoice1:1 | Fully supported | |
| AP Invoice | AP Bill1:1 | Fully supported | |
| GL Journal Entry | GL Journal Transaction1:1 | Fully supported | |
| Lot / Serial Number | Lot/Serial Number1:1 | Fully supported | |
| Project (if used) | Project1:1 | Fully supported | |
| Custom BAQ Fields | Custom Fields / Generic Inquiry Reference1:1 | Fully supported | |
| Epicor Data IO Package | Acumatica Import by Scenario / REST API1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Kinetic gotchas
Dirty data is the primary migration blocker
DMT field-name precision required per object phase
Multi-database Kinetic Enterprise creates cross-database record dependencies
Custom UD Fields vary per tenant and per object
Incremental department migration risks orphaning cross-departmental transactions
Acumatica gotchas
API user licenses cap concurrent sessions and request throughput
Multi-tenant filtering requires CompanyID awareness
Custom fields require separate discovery before field mapping
Notes and attachments use a separate linked table structure
Implementation timelines frequently run 3–9 months end-to-end
Pair-specific challenges
Migration approach
Extract Kinetic master data and transactional records via API and DMT exports
We connect to your Kinetic instance using Epicor's REST/soap API to export customers, vendors, parts, BOMs, and open transactions. For large datasets we use Epicor's Data Management Tool (DMT) to produce CSV exports that we validate for row completeness and referential integrity before mapping begins. We flag orphaned rows (e.g. parts referenced in BOMs but missing from the part master) in a pre-migration issues report so your Kinetic admin resolves them before the migration window opens.
Design Acumatica chart of accounts and branch/company structure
Based on your Kinetic COA segment count and plant structure, we produce an Acumatica chart of accounts design document and a branch/company provisioning checklist. Multi-plant Kinetic setups map to multi-branch Acumatica companies. GL segment values from Kinetic become Acumatica Subaccounts or segment codes depending on your Acumatica configuration. Your Acumatica consultant creates the account codes, branches, and fiscal periods before we run any data load.
Load master data (customers, vendors, inventory) with field-level validation
Master data — customers, vendors, inventory IDs, and stock groups — loads first using Acumatica's Import by Scenario. Each import generates a field-level diff report comparing source values against the Acumatica record after write. We surface any pick-list mismatches (e.g. Kinetic customer class codes not yet in Acumatica), invalid dates, or required-field gaps. The sample migration pass runs on 200–500 records spanning the main record types before the full master data run commits.
Migrate open transactional history (AR, AP, SOs, POs, production orders)
With master data anchored, we load open sales orders, purchase orders, AR/AP open items, and production orders. Kinetic job records with operation sequences map to Acumatica Production Order operations. Closed transactions from prior periods are not migrated individually — we transfer their net effect as opening balances on the AR/AP register and inventory valuation adjustments. All original document dates, reference numbers, and lot/serial assignments are preserved in Acumatica fields.
Run delta pickup and validate inventory quantities against Kinetic at cutover
After the full migration load, we run a 24–48 hour delta pickup window to capture any records created or modified in Kinetic during the cutover period. We then produce a reconciliation report comparing Kinetic on-hand quantities, open AR/AP balances, and GL period totals against their Acumatica counterparts. Your finance team signs off on the reconciliation report before we close the migration. An audit log captures every record written, and one-click rollback reverts the Acumatica data set if reconciliation fails.
Platform deep dives
Kinetic
Source
Strengths
Weaknesses
Acumatica
Destination
Strengths
Weaknesses
Complexity grading
Standard ERP migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Kinetic and Acumatica.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Kinetic: Not publicly documented in standard Epicor API references.
Data volume sensitivity
Kinetic exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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