Migrate from Marg ERP to Epicor Prophet 21

Marg Items (products, raw materials, packing materials) map to Epicor Part with PartNum, Description, TypeCode (stock vs non-stock vs service), and Unit of Measure. Marg's MRP-linked pricing, HSN/SAC codes, and pharma salt names transfer to Epicor Part's standard and user-defined fields. We handle multi-unit-of-measure by mapping Marg's primary and secondary UOM to Epicor's PartUOM rows. Marg batch and expiry tracking maps to Epicor's Lot/Serial number tracking at the Part and PartBin level, but note that Epicor's lot traceability is configured per Part rather than stored at the voucher line like Marg.

Marg Parties are combined debtor-creditor ledger accounts. We split them by examining the Party Type flag and transaction history: Parties with only sales vouchers map to Epicor Customer; Parties with only purchase vouchers map to Epicor Supplier; Parties with both require Customer and Supplier records created separately. Marg's GSTIN, PAN, credit limits, payment terms, and outstanding balances transfer to the corresponding Epicor party tables. Opening AR/AP balances migrate as historical transactions against the party records.

Marg sales vouchers map to Epicor SalesOrder and corresponding Invoice records. The voucher line-level GST rate (CGST+SGST or IGST) is preserved as Epicor Tax connectivity records linked to the line. Marg's e-invoice and e-waybill reference numbers store as OrderHed extension fields since Epicor does not have native Indian e-invoicing. We flag vouchers with ABN billing references for the customer's admin to re-enter in Epicor.

Marg purchase vouchers map to Epicor POReceipt and corresponding AP Invoice records. Marg's party-wise GSTIN validation at purchase maps to Epicor's Supplier Tax ID validation. Marg's input tax credit tracking maps to Epicor's Tax Liability reporting. We preserve the voucher-level batch and expiry references for pharma purchases by attaching them as line-level notes in Epicor.

Marg credit notes (sales returns) and debit notes (purchase returns) map to Epicor AR and AP adjustment records. The original voucher reference is preserved as a linked document. GST adjustment amounts transfer to the corresponding tax line in Epicor's tax engine.

Marg's Godowns map to Epicor Warehouses with the Godown code as WarehouseCode and the Godown name as WarehouseDesc. Inter-Godown stock balances transfer as Epicor PartBin initial quantities. Marg's Godown-level item re-order levels map to Epicor's PartWhse reorder settings. If Marg has sub-Godown locations (shelves, racks), we map those to Epicor Bins within the Warehouse.

Marg inter-Godown transfers map to Epicor Transfer Orders. Source Godown maps to FromWarehouse, destination Godown maps to ToWarehouse, and the transfer quantity with batch/expiry references transfer as Transfer Order lines. Transfer timestamps are preserved in Epicor's TransferOrderHed.

Marg batch number and expiry date stored at the voucher line level and in Marg's batch register map to Epicor Lot numbers with LotDescription carrying the expiry date as structured text. For pharma items requiring strict expiry enforcement, we configure Epicor's Part Lot Control to require Lot assignment at receipt and validate against expiry at shipment. Epicor's lot traceability is controlled at the Part level, not the voucher level like Marg, so the customer's Epicor admin configures Part Lot Control per item after migration.

Marg's fixed-asset register (original cost, accumulated depreciation, net book value, useful life, and asset category) maps to Epicor Asset records. Marg uses Indian Schedule XIV straight-line and WDV depreciation methods; we extract net book value and recompute the depreciation schedule in Epicor's configurable depreciation engine. Any difference in the first year's charge is flagged in the reconciliation report. Marg's asset location (Godown) maps to Epicor Asset AssetAttribute or a linked Asset Location record.

Marg's full account hierarchy (sales, purchase, expense, asset, liability, and statutory accounts for GST input/output, TCS, TDS) maps to Epicor GL Account records with AccountType and Category assignments. Marg's opening balances per ledger account migrate as Epicor GL Journal entries with a special journal entry type for opening balances. Statutory GST accounts require manual verification of the Epicor tax integration setup by the customer's accountant.

Marg's bank accounts (including ICICI Bank integration for auto-ledger entries) and cash accounts map to Epicor Bank and Cash Account records. Bank reconciliation statements from Marg transfer as Epicor BankRec header records, with individual reconciliation lines mapped to matching transactions. Marg's cheque register maps to Epicor's payment running and cheque printing functionality.

Marg's current stock summary (item-wise quantity per Godown) maps to Epicor PartBin records (item per warehouse per bin) and PartWhse records (item-warehouse assignment with reorder settings). Marg's stock valuation method (cost price, MRP, or last purchase price) maps to Epicor's inventory valuation method on the Part. Any negative stock in Marg is flagged and resolved before migration to avoid Epicor inventory validation errors.

Marg's user-defined fields appear as extra columns in the export output but have no formal schema documentation. We identify each extra column during the parser build phase and map them to Epicor UD (User-Defined) fields on the corresponding table (Part_c, Customer_c, Supplier_c, etc.). Epicor's UD column setup requires the customer's Epicor admin to create the UD field definitions before data import; we provide the field list and sample values.

Marg workflows (auto-entry rules, alert triggers, e-waybill auto-generation rules) do not migrate as code. We document each active Marg workflow with its trigger condition, action, and applicable entity scope, and provide a recommended Epicor Kinetic Business Process Management or custom BPM equivalent. The customer's Epicor admin or implementation partner rebuilds them post-migration.