Migrate from Scopevisio to Acumatica

Scopevisio contacts map to Acumatica's BAccount entity with Type='Customer'. The contact's primary company becomes the BAccount name and address; additional company associations collapse to BAccount contact rows. Email, phone, and job title migrate to the BAccount contact detail fields. All original creation dates are preserved in a custom datetime field for audit traceability.

Scopevisio companies and their sub-locations merge into Acumatica BAccount + Location records. The primary company address becomes the default Location; additional Scopevisio addresses become named Locations on the BAccount so Acumatica's ship-to/bill-to selectors work correctly. We also map the company’s industry and employee count to custom fields on BAccount for reporting purposes.

Scopevisio invoices map directly to Acumatica ARInvoice documents. Invoice number, date, due date, line items, tax amount, and total migrate preserving original values. Status is set to Open for unpaid invoices; paid invoices migrate with the paid amount and payment date.

Scopevisio vendor invoices map to Acumatica APInvoice. Vendor reference numbers map to the InvoiceNbr field; line items with GL accounts and cost codes migrate into APInvoiceDetails. Prepaid and credit-memo scenarios map to APAdjustment records. All original vendor payment terms are preserved in a custom field to maintain early‑payment discount logic in Acumatica.

Scopevisio projects map to Acumatica PMProject with project status, customer link, rate tables, and budget limits. Scopevisio project phases become Acumatica WBS tasks. Time-and-materials versus fixed-price billing type in Scopevisio maps to PMProject.template settings. We also transfer any project‑specific custom fields to Usr-prefixed attributes on PMProject for additional reporting.

Scopevisio product catalogue items map 1:1 to Acumatica InventoryItem with item class, base unit, sales price, and purchase price. Stock qty on hand migrates to Availability records. Scopevisio lot/serial numbers map to Acumatica's lot/serial classes if the inventory tracking is enabled.

Open Scopevisio purchase orders migrate as Acumatica POOrder records with status Open. Line items with vendor part numbers, quantities, and expected dates map to POLine records. Completed POs archive to POReceipt and APInvoice references. Any custom fields on the purchase order are migrated as Usr-prefixed attributes on the POOrder screen for later reference.

Scopevisio employee records migrate to Acumatica Employee with employee class, cost rate, department, and employment status. Home email and phone contact details map to Acumatica's employee contact fields. Employee status (active/inactive) respects Scopevisio's record state. All original hire dates are stored in a custom date field for HR reporting continuity.

Scopevisio DMS documents and attached files have no native Acumatica equivalent beyond generic Notes and Files attachments. We preserve file binary content and original filenames and re-attach them to the corresponding Acumatica record (BAccount, ARInvoice, PMProject) as Acumatica Files. Metadata fields (author, create date, tags) store as Note text or custom fields.

Scopevisio extended properties on contacts that do not map to standard Acumatica BAccount fields require custom fields (Usr-prefix) created via Acumatica's Customization Project editor before migration. We inventory all Scopevisio custom properties during discovery and produce a field-creation manifest. The manifest also includes the target field type, default value, and visibility settings for each custom attribute.

Scopevisio's configurable approval and workflow chains (document approvals, notification routing, conditional triggers) have no direct Acumatica equivalent. We export Scopevisio workflow definitions as JSON blueprints and map them to Acumatica's Generic Inquiry + Notification templates and screen-level workflow configurations for manual rebuild.