Migrate from PayTraq to Acumatica

PayTraq Client maps to Acumatica Customer DAC (AR303000). We map Name to Customer.acctName, email to Contact.email, phone to Contact.phone. BillingAddress details from PayTraq address fields migrate to the Customer BillingDetails DAC. Primary currency from PayTraq becomes Customer CuryID. Each client requires a CustomerClass lookup — we match by industry keyword or default to a generic class configured during schema setup.

PayTraq Supplier maps to Acumatica Vendor DAC (AP303000). Name, email, phone, and address fields map directly to Vendor.acctName, Contact.email, Contact.phone, and VendorRemitAddress. PayTraq payment terms are matched to Acumatica Terms DAC (or created as custom terms if no match exists). VendorClass is assigned based on PayTraq supplier category or defaulted during migration.

PayTraq Product maps to Acumatica InventoryItem DAC (IN202500). Stock items in PayTraq become InventoryItem with ItemType=Stock Item; non-stock items become ItemType=Non-Stock Item; services become ItemType=Service. PayTraq's cost price becomes InventoryItem BaseCost; sales price maps to SalesPrice table. Valuation method (Average in PayTraq) must be explicitly set on each InventoryItem Valuation Method field — we surface this as a pre-migration validation item because mismatches cause COGS errors on AR/AP release.

PayTraq warehouses map to Acumatica Warehouse DAC (WH204000). Stock levels per warehouse migrate as InventoryItemWarehouse records (IN408000) linked by InventoryID and SiteID. If PayTraq uses multiple warehouses, each becomes a separate SiteID in Acumatica. Location-level tracking (bins) in PayTraq requires Acumatica Location Management to be enabled first — we validate this before migration.

PayTraq Sales Invoice maps to Acumatica ARInvoice DAC (AR301000). Invoice number becomes RefNbr; customer maps by CustomerID lookup; invoice date becomes DocDate; total amount becomes CuryOrigDocAmt. Lines map to ARTran DAC (one ARTran per invoice line) with InventoryID, TranDesc, Qty, and UnitPrice. PayTraq paid invoices are loaded as Open=false (already closed); unpaid invoices are loaded as Open=true with correct due dates.

PayTraq Bill maps to Acumatica APInvoice DAC (AP301000). Vendor maps by VendorID lookup; invoice number becomes RefNbr; invoice date becomes DocDate; total becomes CuryOrigDocAmt. Lines map to APTran DAC. Prepaids and credit memos from PayTraq migrate as separate AP document types (Prepayment, Credit Adj) in Acumatica — document type is determined by the PayTraq document's positive or negative amount sign.

PayTraq Quotes map to Acumatica SalesOrder DAC (SO301000) in Open status. OrderType is set to a configurable quote order type with Hold=true so the quote does not trigger inventory reservation. When a PayTraq quote converts to an order in Acumatica, the sales rep manually releases it. We preserve the original quote date and expiry date in custom fields.

PayTraq Purchase Order maps to Acumatica PurchaseOrder DAC (PO301000). VendorID, OrderNbr, and order date map directly. PO lines map to POLine with InventoryID, OrderQty, and Acumatica land cost. If PayTraq PO is marked as received, Acumatica receives against the PO — partially received POs are loaded as Open with remaining quantity preserved in POLine.ClosedForInvoicing flag is set per line.

PayTraq Journal Entries map to Acumatica GLBatch DAC (GL104000) with one GLTran per journal line. Batch number becomes BatchNbr; batch date becomes Date; PayTraq debit/credit amounts map to DebitAmt and CreditAmt on GLTran. Account references from PayTraq match by GLAccountCD — if no match exists, the account is flagged in the pre-migration validation report. Net-zero batch balancing is required by Acumatica.

PayTraq Employee records map to Acumatica Employee DAC (EP203000). Name, email, phone, department, and employment status migrate. If PayTraq stores salary or hourly rate, this migrates to EarningsITem DAC as a pay item — payroll module must be enabled in Acumatica for this to activate. Active/inactive status maps to Employee.Status (Active, OnLeave, Terminated).

PayTraq user-defined columns on any entity are exported as additional fields in the API response. In Acumatica, these require a customization project (Customization Projects editor) with a Usr-prefixed field added to the relevant DAC (e.g., UsrPayTraqID on Customer, UsrCustomCategory on InventoryItem). The customization project must be published to the Acumatica tenant before the migration run. We include custom field setup in the schema preparation step.

PayTraq automation rules (document routing, auto-posting, email triggers) have no direct equivalent in Acumatica. They must be rebuilt in Acumatica's State Workflow Engine (screen-level workflows via screen-state definitions in the customization project) or via Assignment and Approval Maps accessible in the UI at each document screen. We export PayTraq automation definitions as a reference document for your Acumatica consultant to rebuild.