Migrate from Marg ERP to Acumatica

Marg inventory items with SKU, description, unit of measure, and HSN/SAC code map directly to Acumatica Stock Items. Batch number and expiry date fields on Marg items map to Lot/Serial class assignment in Acumatica — the lot class defines whether expiry tracking is active per item category.

Marg's batch number field becomes a Lot Number in Acumatica's lot/serialized inventory model. Each batch record in Marg generates a corresponding Lot record in Acumatica with the batch number as Lot ID and the expiry date stored as Lot Expiration Date. Lot Classes in Acumatica control whether lot tracking is mandatory for a given item category.

Marg godowns map 1:1 to Acumatica Warehouses. Each Marg godown's address, state, and GSTIN become the Warehouse address and tax registration. Stock quantities per godown in Marg become On Hand quantities per Warehouse in Acumatica, updated via warehouse-specific inventory transactions after the initial quantity import.

Marg customers with name, GSTIN, billing address, shipping address, phone, email, and contact person details map directly to Acumatica Customers. The GSTIN is stored on the Customer tax registration tab in Acumatica. Marg's customer credit limit maps to the Customer Credit Limit field in Acumatica's Finance tab, preserving any existing credit restrictions.

Marg vendors with name, GSTIN, PAN, billing address, contact phone, email, and payment terms map directly to Acumatica Vendors. The GSTIN is recorded on the vendor tax registration tab, and the PAN is stored as a secondary tax ID. Marg vendor payment terms (e.g., Net 30) map to Acumatica Terms of Payment on the vendor record, maintaining consistent credit and payment expectations.

Marg GST sales invoices map to Acumatica AR Invoices. The Marg invoice number becomes the External Reference on the Acumatica invoice. GSTIN, HSN code, tax rate, and CGST/SGST/IGST breakdown from Marg's invoice are preserved in the Tax Details section of the Acumatica invoice. Marg invoice date and due date carry forward as Invoice Date and Due Date.

Marg purchase invoices with vendor GSTIN, item-level HSN/SAC, and tax breakdown map to Acumatica AP Bills. Marg's vendor invoice number maps to the Bill Number field; Marg invoice date becomes Bill Date. Tax details from Marg (CGST/SGST/IGST amounts and rates) are preserved in the Taxable Amount and Tax fields on the AP Bill.

Marg stock ledger entries (opening stock, stock transfers between godowns, stock adjustments) map to Acumatica Inventory Adjustment transactions or Receipt transactions depending on entry type. Marg's transaction date becomes the Acumatica transaction date. Godown-of-impact in Marg maps to the Warehouse on the Acumatica line.

Marg ledger accounts (sales, purchase, expense, asset, liability) map directly to Acumatica GL Accounts by account code. Marg's account type (Income, Expense, Asset, Liability) maps to Acumatica Account Class. Marg sub-ledgers (cost centers) may map to Acumatica Subaccounts if the Marg chart uses cost center segments.

Marg GST rate configurations (CGST 9%, SGST 9%, IGST 18%) map to Acumatica Tax Categories with the corresponding tax agency (CGST Payable, SGST Payable, IGST Payable). The mapping is value-by-value: each Marg tax rate combination creates a unique Acumatica Tax Category linked to the applicable Tax Zone for the customer's state.

Marg orders created in the field via the Marg sales app map to Acumatica Sales Orders. Customer, line items, quantities, and prices are preserved. The salesman ID from Marg maps to the Acumatica Sales Order's Owner field or a custom field, enabling tracking of which field rep originated the order.

Marg payment receipts linked to specific sales invoices map to Acumatica Payments applied to AR Invoices. Marg receipt number and date become the Acumatica Payment reference. The payment amount and applied invoice reference carry forward to reconcile the AR balance in Acumatica.

Marg user-defined fields on any entity (customer, item, invoice) that have no direct Acumatica equivalent are preserved as custom fields. In Acumatica these are named with the Usr prefix and configured in Customization -> Custom Fields. The custom field data type (text, number, date, pick-list) is matched to Acumatica's field type equivalents.

Marg user IDs on transactions map to Acumatica Contacts or Employee records by email match. If the Marg user email matches an existing Acumatica user, the Owner field on the record is assigned automatically. Unmatched Marg users are flagged before migration so Acumatica user accounts can be provisioned or records assigned to a fallback owner.