Migrate from Standard ERP to Acumatica

Direct map. Acumatica Customer includes bill-to/ship-to addresses, credit limit, payment terms, and tax zone. Source customer IDs preserved as ReferenceNbr for cross-system reconciliation and delta-run de-duplication. We validate that customer IDs are unique in Standard ERP before mapping. Duplicate customer IDs are flagged in the pre-migration exception report for your team to resolve.

Direct map. Acumatica Vendor holds remittance address, 1099 flag, payment method, and tax ID. Multi-address vendors in Standard ERP map to Acumatica's location structure per vendor. Each vendor location in Acumatica can have its own payment method and remittance address. We split multi-address vendors into separate Location records linked to the same vendor.

Direct map. Stock items and non-stock items both map to InventoryItem. Standard ERP item classes map to Acumatica's item class structure for warehouse and valuation defaults. We also map Standard ERP item units of measure to Acumatica's UOM classes. Stock status (active/inactive) is preserved in the InventoryItem Active field.

Standard ERP account codes (e.g., '4000-SALES-NY') map to Acumatica's segmented chart of accounts. We parse the source code by delimiter and populate Acumatica's Segments (e.g., Branch=4000, Department=SALES, Region=NY). Up to 5 segments supported natively. Inactive accounts are set to Active=false in Acumatica. We validate segment values against Acumatica's segment definition before import.

Direct map. Open sales orders migrate to SOOrder; shipped/invoiced history migrates as SOInvoice. Line items map to SOLine with inventory ID, quantity, andcury unit price preserved. Tax amounts recalculated on import using Acumatica's tax engine unless tax override flag is set.

Direct map. Open POs migrate to POOrder with vendor ID, terms, and line items. Standard ERP's approval status does not migrate — Acumatica's approval workflow is configured separately post-migration. Completed POs migrate as historical records. PO line items reference inventory IDs that must exist in Acumatica before the PO import runs. We sequence inventory migration before purchase orders.

Direct map. Open invoices map with customer reference, invoice date, due date, and line amounts. Standard ERP payment applications map to Acumatica's Payment and Application records to preserve applied-to balance state. Unpaid invoices land with correct aging. We recalculate aging buckets based on the invoice due date after migration. Partially applied invoices are flagged for your AR team to review.

Direct map. Standard ERP AP bills map with vendor reference, invoice number, and terms. Prepayments and retainage amounts preserved as separate application records. Tax information migrates to Acumatica's tax detail structure. Vendor hold status in Standard ERP maps to Acumatica's Hold flag on APInvoice. We also map 1099 box codes to Acumatica's 1099 reporting categories.

Standard ERP payment term codes (Net 30, 2/10 Net 30) map to Acumatica PaymentTerm by exact match or closest equivalent. Custom payment terms in Standard ERP require manual creation in Acumatica's terms editor before migration. We provide a payment term mapping worksheet listing all source terms and their Acumatica equivalents. Any unmapped terms appear in the exception report for manual review.

Standard ERP custom fields migrate as Acumatica DAC custom fields via the Customization Project framework. We generate the schema extension XML and apply it before data loads so custom properties land in the correct table columns. Custom fields on sub-ledger screens require additional screen-level configuration.

Standard ERP user records map to Acumatica Users by email address. Employee ID, role, and department map to Acumatica's Employee screen and branch/department access scope. Standard ERP's record-level security model requires Acumatica's row-level security rules to be defined post-migration. We export the role and department assignments from Standard ERP as a reference for your Acumatica administrator.

File attachments in Standard ERP (images, PDFs, linked documents) re-upload to Acumatica's NoteDoc storage. File size limits per Acumatica configuration apply (default 25MB per file). We download attachments, rename by record reference, and re-attach to the corresponding Acumatica entity by object and ID.