Migrate from Plex Smart Manufacturing Platform to Acumatica

Plex production orders map directly to Acumatica production orders. The Plex production order number becomes the Acumatica Production Nbr. We preserve the order status (Released, In Process, Complete), planned start and end dates, and the production quantity. Plex operation-level routing maps to Acumatica's BOM + Routing combination; each Plex operation step gets a corresponding routing step with work-center reference.

Plex BOM line items (material components per production order) map to Acumatica Production Material lines. Each line carries the inventory item ID, quantity required, unit of measure, and warehouse/lot assignment from Plex. If Plex used a lot number on the allocation, we preserve that as the Lot/Serial Number on the Acumatica material line.

Plex BOMs with multiple revisions map to separate BOMRevision records in Acumatica. The active Plex revision becomes the active BOMRevision in Acumatica. Phantom BOMs and modular sub-assemblies in Plex map to BOMs with the Phantom Item flag. If Plex used alternate BOMs, we map the primary and surface alternate mapping in the migration plan for admin selection.

Plex work centers map 1:1 to Acumatica Work Centers. The work center code, description, calendar (shift pattern), and cost center reference transfer. Work center capacity values and queue/lead times map to Acumatica's capacity and scheduling fields. If Plex assigned labor-class codes or cost rates to work centers, we preserve those in custom fields for cost-rollup continuity.

Plex inventory items map to Acumatica stock items. We preserve item number, description, unit of measure, item class, and the primary warehouse assignment. If Plex tracked an item as a manufactured, purchased, or phantom type, that drives the Item Status in Acumatica (Make, Buy, or Phantom). Custom fields on Plex items (e.g., plating specs, surface finish codes) migrate to Acumatica user-defined fields on the inventory item.

Plex lot numbers on inventory transfers and material allocations preserve as Lot/Serial Numbers in Acumatica's lot tracking. If Plex used lot attributes (date of manufacture, supplier lot, revision tag), those map to Acumatica's Lot Attributes screen. We flag any Plex serial-numbered items for Acumatica's serial-tracking setup, which must be enabled per item class before import.

Plex quality records (inspection results, measurement data, pass/fail outcomes) linked to production orders map to Acumatica Non-Conformance entries. Each Plex quality check becomes an AMNCEntry line with the associated production order reference, inspector ID, and result. We preserve the Plex quality specification name and the spec limit values in a custom field so the Acumatica admin can rebuild inspection plans referencing the same spec names.

Plex NCRs map to Acumatica Non-Conformance records directly. The NCR number, description, root-cause category, disposition (scrap, rework, use-as-is), and associated production order transfer. NCR status (Open, Under Investigation, Closed) maps to Acumatica's NCR Status field. If Plex used custom disposition codes, we create a value-mapping table before the migration.

Plex customers and suppliers map to Acumatica AR Customers and AP Vendors respectively. Business name, contact name, email, phone, address (ship-to and bill-to), and payment terms transfer. Plex's customer class and supplier class codes map to Acumatica Customer Classes and Vendor Classes for segmentation. If Plex tracked credit limits or payment methods, those migrate as fields on the Acumatica master record.

Plex open sales orders transfer to Acumatica Sales Orders. Order number, customer reference, order date, promised ship date, and all line items (item number, quantity ordered, quantity shipped, unit price) preserve. Order status in Plex (e.g., Released, Backordered) maps to Acumatica's order status. If Plex held allocation against a specific production order, we surface that link in the migration plan for the admin to reassign in Acumatica.

Open Plex purchase orders migrate to Acumatica Purchase Orders. Vendor, PO number, order date, expected receipt date, and line items (item, quantity ordered, quantity received, cost) transfer. Receipt history in Plex becomes Acumatica PO receipt lines. If Plex partially received a line, the open quantity appears as the Acumatica open amount.

Plex on-hand inventory quantities per item, per warehouse, per lot transfer to Acumatica's inventory on-hand screen. We run a snapshot at migration cutoff and populate the INRepl table per site/location. If Plex used multiple warehouses (plants) that Plex treated as separate entities, each becomes a separate Acumatica Warehouse (INSite) record. The on-hand snapshot is loaded as an adjustment after the chart of accounts and item setup is complete.

Plex employee records (name, work center assignment, labor class, email) migrate to Acumatica Employees. Plex user accounts resolve by email match to Acumatica employee accounts for owner assignment on production orders and NCRs. If Plex assigned permission roles, those are exported as a reference document for Acumatica admin to reassign in the Access Rights screen.

Plex labor clock entries per operation (employee, start/end time, work center, quantity completed, scrap quantity) map to Acumatica labor entry records linked to the production order. We preserve the clock-in and clock-out timestamps, employee ID, and work center as labor entry lines. Acumatica requires that the production order be In Process before labor can be recorded — we flag any Plex closed orders where labor history exists but cannot post in Acumatica.