Migrate from Relic ERP to Acumatica

Relic ERP customer records map directly to Acumatica Customer records. The primary fields — customer ID, name, payment terms, and credit limit — translate 1:1. Acumatica requires a Customer Class to be assigned; we map Relic ERP's customer type code to the closest Acumatica class or create a default if the source value has no match.

Relic ERP vendor records map to Acumatica Vendor records. Tax ID, payment terms, and Remit-to address translate directly. Relic ERP's vendor-type classification maps to Acumatica's Vendor Class selector. We preserve the original vendor ID in the Source_Ref field for reconciliation.

Relic ERP parts that are inventoried translate to Acumatica Stock Items with the default warehouse assigned. Parts flagged as non-inventoried in Relic ERP become Non-Stock Items in Acumatica. Unit of measure conversions from Relic ERP's UOM to Acumatica's UOM class require a UOM mapping table built during the assessment phase.

Relic ERP BOM records translate to Acumatica BOM records with the same bill structure, component lines, and scrap factors. Phantom bills map to Acumatica's Phantom BOM type, and multi-level BOM hierarchies preserve their parent-child relationships. BOM revisions with effective dates map to Acumatica's revision-control date range fields, allowing for version-specific bill configurations. Materials and labor steps are mapped to Acumatica's BOM line types, and step-specific run rates translate where applicable.

Open sales orders from Relic ERP migrate to Acumatica Sales Orders with original order numbers preserved in the Source_Ref field. Line items, quantities, and unit prices map directly. Completed or cancelled orders are migrated as historical records in the same object with a Closed status flag.

Relic ERP open POs translate to Acumatica Purchase Orders with vendor details, line items, quantities, and unit costs preserved. Receipt-status flags from Relic ERP map to Acumatica's line-receipt percentages. Partially-received lines carry the received quantity forward so Acumatica's receipt entry workflow resumes at the correct state. PO hold and approval status translates to Acumatica's Workflow Status field, and terms and shipping instructions map to corresponding Acumatica purchase order fields.

Relic ERP GL accounts map to Acumatica Chart of Accounts records. Account numbers, descriptions, and active/inactive flags translate directly. Subaccount structure from Relic ERP requires flattening — we concatenate segment values into Acumatica's Subaccount mask or map to the dimension structure your Acumatica instance uses.

Relic ERP journal entries migrate to Acumatica General Ledger batches with original entry dates and descriptions preserved. Each debit and credit line maps to the corresponding Account and Subaccount in Acumatica. We preserve the source system reference on each batch header for audit trails.

Relic ERP inventory adjustment and transfer history translates to Acumatica's INRelease and INReceipt records. Each transaction is re-created as a separate inventory adjustment or receipt entry with the original transaction date and reference number. Quantity and cost fields translate per the item's UOM mapping.

Relic ERP custom fields and extended columns stored in module-specific tables map to Acumatica User-Defined Fields on the corresponding DAC. We analyze each Relic ERP custom field's data type and create the equivalent UDF in Acumatica — text, integer, decimal, date, or boolean — before the data load runs.

Relic ERP user and employee records map to Acumatica Employees. Login ID, name, email, and active-status flags translate directly. We resolve Relic ERP user IDs to Acumatica Employee IDs by email match before migrating transactional records so ownership is correct.

Relic ERP approval chains, conditional workflow rules, and alert triggers have no direct Acumatica equivalent. We export a structured document of every Relic ERP workflow rule — conditions, approver assignments, and escalation paths — as a reference for your Acumatica admin to rebuild in the workflow designer.