Migrate from Tech Cloud ERP to Acumatica

Tech Cloud ERP contacts map directly to Acumatica Customer records. The Customer DAC holds name, class, status, credit terms, and address. Tech Cloud ERP contact properties like phone and email map to the ContactInfo sub-object on the Customer. Unassigned contacts land in a generic Customer class pending review.

Tech Cloud ERP companies may represent both customers and vendors. FlitStack AI classifies them by transaction history — companies with sales orders become Acumatica Customers; those with purchase orders become Vendors. Companies with both histories generate both records and a cross-reference note.

Vendor records map 1:1 to Acumatica's Vendor DAC. Tech Cloud ERP vendor attributes — name, payment terms, tax ID, address — transfer as-is. Vendor-specific custom fields become UDFs on the Vendor DAC. Remit-to addresses migrate as separate location records on the Vendor.

Tech Cloud ERP product and inventory items map directly to Acumatica's InventoryItem DAC. Item type classification — stock, non-stock, or service — is preserved during migration. Unit of measure, item class, warehouse assignment, and default hub warehouse transfer as standard fields on the InventoryItem record. Any custom product properties or extended attributes become User-Defined Fields on the InventoryItem DAC, with field types inferred from source data values.

Tech Cloud ERP bill of materials structures migrate to Acumatica's BOMBill and BOMComponent tables. Multi-level BOMs translate hierarchically — each component links by inventory item ID to preserve the full product structure. Revision tracking and effective dates map to BOMBill EffectiveDate and ExpirationDate fields.

Tech Cloud ERP sales orders become Acumatica SalesOrder records. Order type, customer reference, and line items map directly. The SalesOrder DAC holds status, dates, amounts, and branch. Line-level detail — quantity, unit price, warehouse, tax — transfers to SalesOrderDetails. Original order numbers stored in ReferenceNbr for audit continuity.

Tech Cloud ERP purchase orders migrate to Acumatica PurchaseOrder records. Vendor assignment resolves via email match or vendor name lookup. Line items with vendor part numbers, quantities, and promised dates transfer to PurchaseOrderDetails. Drop-ship flags and land costs map to extended fields on the PO.

Tech Cloud ERP sales invoices migrate to Acumatica ARInvoice records. Invoice type, reference number, customer, and line amounts map directly. Payment terms, due dates, and installment schedules translate to ARInvoice terms fields. Credit memos and adjustments become negative ARInvoices with type reversal.

Tech Cloud ERP vendor bills migrate to Acumatica APInvoice records. Vendor, invoice number, date, amount, and line items transfer directly. Prepayments and credit notes map to APAdjustment records. Tax amounts and GL account assignments from the source carry forward as distribution lines.

Tech Cloud ERP HRM employee records map to Acumatica's Employee DAC. Employee class, department, employment status, and compensation fields transfer as standard. Any custom HRM fields become UDFs on Employee. Owner resolution by email match links employees to Acumatica users for transactional ownership.

Tech Cloud ERP fixed asset records migrate to Acumatica FixedAsset DAC. Asset class, acquisition date, cost, accumulated depreciation, and useful life transfer directly. Depreciation methods (straight-line, declining balance) map to FixedAssetDepreciationMethod values. Asset assignments to branches use the Acumatica branch dimension.

Tech Cloud ERP financial transactions migrate to Acumatica journal transactions via the GL module. Each journal entry's account, subaccount, debit, credit, and description map to GLBatch and GLTran records. Branch and company segment values use Acumatica's subaccount masking rules. Original entry dates preserved in transaction reference fields.

Tech Cloud ERP project records migrate to Acumatica PMProject DAC. Project status, customer assignment, start and end dates, budget amounts, and contract type transfer directly. Task structures map to PMTask records under each project. Project-specific custom fields become UDFs on PMProject.

Tech Cloud ERP custom entity properties that have no direct Acumatica standard field counterpart become User-Defined Fields. FlitStack AI creates the UDF definition in Acumatica's Customization Project before the migration runs, then populates the 'custom' node on each DAC record. Field type (string, date, number, picklist) is inferred from source data values.