Migrate from Success ERP to Acumatica

Success ERP customer records map directly to Acumatica Customer screen. Fields including customer ID, name, class, status, payment terms, and credit limit transfer. Acumatica Customer Class defines default payment terms and GL accounts for AR — your setup must create matching classes before customer migration runs.

Vendor master records migrate to Acumatica Vendor screen. Remit-to address, payment method, and tax ID fields map directly. Acumatica Vendor Class controls default terms and AP account assignment — pre-create vendor classes matching Success ERP vendor categories before migration for smooth data loading.

GL account numbers and descriptions migrate to the Acumatica Chart of Accounts. Account type (Asset, Liability, Equity, Revenue, Expense), active/inactive status, and posting settings transfer. Acumatica requires subaccount segments if your chart uses dimension coding — define segment structure before account migration.

Item IDs, descriptions, item class, unit of measure, and cost layers migrate to Acumatica Inventory. Stock vs. non-stock designation maps directly. Acumatica Item Class defines default posting accounts and warehouse settings — create matching item classes before inventory data moves.

Open and historical sales orders migrate to Acumatica Sales Orders. Order number, customer reference, line items, quantities, prices, and warehouse assignments transfer. Fulfilled lines and invoice links preserve the original order-to-invoice relationship. Order types map to Acumatica order types which control warehouse and posting behavior.

Open purchase orders migrate to Acumatica Purchase Orders. Vendor reference, line items, expected delivery dates, and drop-ship flags transfer. Historical POs can be migrated as completed records if audit trail is required. Receipts and bills linked to POs must be migrated in dependency order so links resolve correctly.

Accounts receivable invoices migrate to Acumatica with original document dates, invoice numbers, line items, tax amounts, and payment status. Open invoices create AR documents awaiting payment; paid invoices migrate as completed records. Customer and invoice-level notes attach as document details in Acumatica.

Accounts payable bills migrate to Acumatica Bills screen with vendor reference, invoice number, invoice date, line items, and tax. Open bills create AP documents awaiting payment; paid bills migrate as completed records with payment reference. Hold and pending approval statuses map to Acumatica's bill status field.

Customer payments migrate to Acumatica Payments and Applications screen. Payment date, amount, reference number, and applied invoice links transfer. Overpayments and underpayments retain original amounts and application status so AR aging reports in Acumatica match source records at cutover. This ensures accurate cash forecasting and credit limit monitoring post-migration.

Vendor payments migrate to Acumatica Checks and Payments screen with payment date, amount, vendor reference, and applied bill links. Payment method (check, EFT, wire) transfers as the payment method on the Acumatica record. Prepayments and credit memos retain their type in Acumatica's payment document model.

Warehouse locations migrate to Acumatica Warehouses screen. Address, default location, and status transfer. If Success ERP tracks item-warehouse quantities, those records migrate as Inventory Receipts or Availability records in Acumatica so on-hand quantities reflect source balances at cutover. Your administrator should verify warehouse code mapping before loading.

Salesperson records migrate to Acumatica Salespersons. Commission rates and territory assignments transfer as salesperson attributes. Commission calculations in Acumatica are tied to sales orders and invoices — your administrator must enable commission tracking in the Sales Order Preferences screen before salesperson data is used in document migration.

Tax zones and tax categories from Success ERP map to Acumatica Tax Zones and Tax Categories. Each tax ID in Success ERP becomes a Tax Agency in Acumatica with corresponding tax rates. If Success ERP uses AvaTax or a third-party tax engine, Acumatica's external tax integration must be configured separately post-migration.

Custom fields on customers, vendors, inventory items, or GL accounts in Success ERP migrate to Acumatica as Usr-prefixed custom fields. Your Acumatica administrator must create each custom field through the Customization Manager before migration — FlitStack provides the field creation plan specifying data type, pick-list values, and screen placement for every custom field.

Documents attached to customers, vendors, or transactions migrate to Acumatica File Storage. Original file names and MIME types preserve. Attachments on completed transactions require the transaction to exist first — we migrate attachments after the parent record lands in Acumatica.