Migrate from Syscom ERP to Acumatica

Syscom customer records map directly to Acumatica BAccount. Each BAccount requires a ClassID assignment based on Syscom's customer type field. Primary contact details from Syscom migrate into BAccount with related CAContact records linked by email match. We also map the customer's credit limit and tax registration ID to the corresponding BAccount fields. Any duplicate accounts identified in Syscom are flagged for merge or suppression before loading to avoid BAccount duplicates.

Syscom vendor records become Acumatica BAccount entities with ClassID set to a Vendor class. Remit-to addresses from Syscom map to the Vendor's Address record. Payment terms from Syscom require a value map to Acumatica's Terms DAC. We also preserve the vendor's currency and payment hold flag in corresponding BAccount fields. If a vendor's tax ID is missing in Syscom, we flag it for manual entry before the load to comply.

Syscom inventory items transfer as Acumatica InventoryItem records. Item Class from Syscom becomes the Acumatica Item Class ID. Units of Measure from Syscom map to UOM codes in Acumatica's UOM setup screen. We also map the item's warehouse location and serial number settings to the InventoryItem's Warehouse Details tab. If an item has a negative balance in Syscom, we flag it for review before loading to avoid incorrect stock levels.

Syscom BOM headers map to Acumatica BOM IDs linked to the finished InventoryItem. BOM component lines map to BOMLine records with Material Type = 'M' and quantity-per values preserved. Revision levels from Syscom transfer as separate BOM versions in Acumatica.

Open Syscom sales orders map to SOOrder with OrderType from Syscom's order type mapping to Acumatica's SOOrderType. Line items use InventoryID from the mapped Stock Item. CustomerRef and OrderNbr carry forward for traceability. We also preserve the original order date and shipping terms in the corresponding SOOrder fields. If any line references a stock item not yet loaded, we defer those lines until the inventory batch completes.

Open Syscom purchase orders migrate as POOrder records with POOrderType derived from Syscom's PO type field. VendorID maps to the corresponding BAccount Vendor. Line-level details preserve UnitCost and PromisedDate values. We also carry forward the buyer assignment and FOB point from Syscom to POOrder. If a purchase order references a vendor not yet created, we hold that order in a staging queue until the vendor batch loads.

Syscom chart of accounts segments map to Acumatica's Account and Subaccount structure. AccountGroup from Syscom determines the Account type in Acumatica. Active/inactive status from Syscom transfers to the Account Active flag. We also preserve the currency code and tax zone assignments on each account. If an account is linked to a consolidation company in Syscom, we set the Consolidation Company flag in Acumatica.

Syscom employee records become Acumatica Employee DAC records. Department from Syscom maps to DepartmentID; Branch from Syscom maps to BranchID. EmployeeType field indicates whether the record is Salary or Hourly. We also transfer the employee's start date and termination date to the Employee DAC's StartDate and TermDate fields. If an employee belongs to a cost center not yet defined in Acumatica, we create the cost center before loading.

Open Syscom service cases map to Acumatica CRCase records with the original case number stored in CaseCD field. Priority, status, and resolution notes transfer as standard CRCase fields. Owner resolves by email match to Acumatica users. We also copy the case's creation timestamp and last-modified date to the CRCase's CreatedDateTime and LastModifiedDate fields. Any linked knowledge base articles are noted in the case's description for reference.

Syscom custom fields without an Acumatica direct equivalent require creation of Usr-prefixed custom fields via a customization project. Each custom field's data type from Syscom determines the Acumatica field type — text becomes string, numeric becomes decimal, date becomes date. Custom fields are included in the migration load after the customization project is deployed.

Syscom file attachments on any record migrate as Acumatica Note records linked to the target DAC. File content re-uploads to Acumatica's file storage. Large attachments exceeding Acumatica's file size limit are flagged for manual retrieval post-migration. We also preserve the file name and MIME type in the Note record for searching. If a file's checksum does not match after upload, we retry the upload once before flagging for manual handling.