Migrate from ProcessWare ERP to Acumatica

ProcessWare customer records map to Acumatica Customers (Business Account). We preserve the original customer ID as CustSourceID__c on the Acumatica record for delta-run reconciliation. Multi-address records from ProcessWare map to Acumatica Location records under the primary Customer.

ProcessWare vendors map to Acumatica Vendors (also a Business Account with Vendor flag). Supplier compliance ratings stored in ProcessWare custom fields migrate as UDFs on the Acumatica Vendor record. Primary contact and remittance address map to Acumatica's Contact and Location objects.

ProcessWare items (raw materials, intermediates, finished goods) split into Acumatica Stock Items (for physical goods with qty tracking) and Non-Stock Items (for lab samples or by-products). Formulation-level bom structures stored in ProcessWare map to Acumatica Bill of Materials under the Manufacturing module — this requires a separate BOM import step.

ProcessWare BOMs are formula-centric with ingredient ratios and spec thresholds. Acumatica BOMs are component-quantity structures. We migrate each ProcessWare formula as an Acumatica BOM, creating a BOMGroup for each formulation family. Spec thresholds are stored as custom attributes (UDFs) on the Acumatica BOM revision.

Open ProcessWare sales orders map directly to Acumatica Sales Orders. Order status (Draft, Confirmed, Shipped, Invoiced) maps to Acumatica status via value_mapping. ProcessWare order types (e.g., Sample Order, Production Order) translate to Acumatica order types defined in the Order Types screen.

Open ProcessWare purchase orders map to Acumatica Purchase Orders. Line-level vendor part numbers from ProcessWare migrate as a UDF on the POLine. Drop-ship lines are flagged in Acumatica's IsDropShip field. Landed costs stored in ProcessWare map to Acumatica landed cost categories.

ProcessWare AR invoices map to Acumatica Invoices (AR301000 screen). Tax amounts calculated by ProcessWare are stored as separate invoice detail lines in Acumatica to preserve the original tax split — this avoids Acumatica's automatic tax recalculation overwriting migrated values.

ProcessWare AP bills map to Acumatica Bills (AP301000 screen). Vendor invoice numbers from ProcessWare are stored in Acumatica's ReferenceNbr field. Prepaid and accrued expense flags from ProcessWare translate to Acumatica's Hold and PendingApproval statuses.

ProcessWare chart of accounts maps to Acumatica Accounts. Account types (Asset, Liability, Income, Expense) map value-by-value. ProcessWare account segments (e.g., Cost Centre, Division) map to Acumatica subaccounts, which must be configured in the Subaccount screen before account import runs.

ProcessWare job records (production batches) map to Acumatica Projects under the Project Accounting module. Batch-specific costs in ProcessWare become Project Transactions in Acumatica. If ProcessWare stores trial-level projects, we map them as separate Acumatica projects with the same customer assignment.

ProcessWare formulation spec fields (ingredient ratios, sensory thresholds, regulatory codes) have no native Acumatica equivalent. We create custom UDFs on the Stock Item screen and on the BOM revision. Each spec field is stored as a separate UDF with the original ProcessWare field name for traceability.

ProcessWare stores supplier CoAs and spec sheets as attachments to vendor records. These files are downloaded and re-uploaded to Acumatica as file attachments on the Vendor record. Regulatory compliance codes are stored as custom UDFs on the Vendor entity.