Migrate from proALPHA ERP to Acumatica

proALPHA materials with multiple units of measure map to Acumatica InventoryItem with UOM class assignment. Each UOM conversion sequence is preserved as a UOM record linked to the item. Inventory valuation method (standard, FIFO, average) is assigned per item in Acumatica based on proALPHA's cost element configuration.

proALPHA customers become Acumatica BAccount records with the Customer flag enabled. Multi-address records (billing, shipping) translate to separate Location records under the same BAccount. CountryID and State fields must populate correctly for tax jurisdiction assignment in Acumatica. Default shipping and billing locations are flagged as primary, and address validation against Acumatica's country-state repository ensures tax calculations work correctly out of the box.

proALPHA vendors map to Acumatica BAccount records with the Vendor flag. Remit-to and ordering addresses map to separate Location records. Vendor hold status from proALPHA translates to the Vendor Hold flag in Acumatica's AP settings. Default payment terms and currency codes from proALPHA are preserved in the Vendor record so that PO creation defaults are consistent with historical configurations.

Multi-level BOMs from proALPHA translate to Acumatica BOM with nested line items. Phantom BOMs in proALPHA become Multi-level BOMs or Route groups in Acumatica depending on the routing configuration. Material overhead rates from proALPHA map to the Material Overhead section of Acumatica's BOM detail.

proALPHA production orders with status (released, in-process, completed) map directly to Acumatica Manufacturing Production Orders. The production order number, warehouse, and quantity transfer. Original start and end dates are preserved in custom datetime fields since Acumatica recalculates schedules based on BOM/routing on order release.

Open and historical sales orders from proALPHA migrate as SOOrder records with all line items, quantities, and order dates. Line-status mapping preserves partially-shipped lines. Acumatica requires a valid CustomerID on every line — unmatched customer references are flagged for BAccount creation before the migration commits.

Open purchase orders migrate to Acumatica POOrder records. Line items with receipt status map to POLine with the correct open quantity. Vendor part numbers from proALPHA are preserved in the VendorID/MPN cross-reference fields on the Acumatica POLine. Partially received lines retain their receipt history, and approval workflow assignments from proALPHA's purchasing agents map to Acumatica's PO approval map based on buyer ID and amount thresholds.

proALPHA GL account numbers and descriptions map to Acumatica Account records with the same AccountCD. Account type (asset, liability, expense, revenue, income) maps to the Account Type dropdown. Active/inactive status from proALPHA translates to the Active flag in Acumatica. Subaccounts from proALPHA map to Acumatica Subaccount segments using the defined segment structure.

proALPHA quality management documents (inspection records, certificates) have no direct Acumatica equivalent in the standard QM module without a configuration pass. We migrate the document metadata (document number, type, date, material reference, lot number, status, notes) as a structured custom note attached to the corresponding inventory item or production order, so the audit trail is searchable in Acumatica.

proALPHA warehouses map to Acumatica Warehouse records. The warehouse code, name, and address transfer. Primary Bin assignment from proALPHA is preserved as the DefaultBin on the Acumatica Warehouse. Multi-company warehouse splits in proALPHA require separate Acumatica organizations or inter-company configuration.

proALPHA fixed asset records map to Acumatica FixedAsset with original cost, acquisition date, and depreciation method. Asset depreciation schedules (straight-line, declining balance) from proALPHA translate to Acumatica depreciation books. Asset locations and responsible cost centers transfer to the Asset Detail tab.

proALPHA project records map to Acumatica PMProject with status, start and end dates, customer link, and budget information. Project tasks become Task records under the PMProject. Budget lines map to the Project Budget view in Acumatica's Project Accounting module. Task-level assignments, time tracking preferences, and billing rules from proALPHA are preserved as project attributes so project managers can resume work without reconfiguration.

Lot numbers from proALPHA production receipts map to Acumatica LotSerialNbr records linked to the inventory item and warehouse. Expiration dates from proALPHA lot records transfer to LotSerial.ExpirationDate. If proALPHA tracks lot genealogy (parent-child lot relationships), these are preserved as Lot Number Attributes in Acumatica.