Migrate from Tryton to Acumatica

Tryton's Party is a unified entity serving both AR and AP roles. We split each Tryton Party into one Acumatica Customer record and optionally one Acumatica Vendor record based on the party's account_type flags. The original Tryton party ID is preserved as a custom field on both records for traceability.

Tryton address records attach to Party. We map each address to the corresponding address block on the Acumatica Customer or Vendor. Multiple addresses are handled via the Address ID list on the party location. Address type (billing/shipping) is preserved as a location purpose flag in Acumatica.

Tryton contact records map to Acumatica Contacts linked to the corresponding Customer or Vendor entity. Each contact's email, phone, and role fields are written to the Contact DAC. The primary contact flag from Tryton is preserved as IsPrimaryContact, and the contact purpose (e.g., billing, technical) is stored in the ContactClass field. The original Tryton contact ID is retained in a custom reference field for audit trails.

Tryton GL accounts map to Acumatica GL Accounts with the same account code where possible. Account type (asset, liability, equity, revenue, expense) maps to Acumatica's account class. Tryton root-level accounts become top-level accounts in Acumatica's chart. We validate that account codes are unique within the target company.

Tryton analytic accounts are separate linked records used to segment journal entries. We map each Tryton analytic account to an Acumatica Subaccount under the first segment or to a named Analysis dimension depending on which Acumatica configuration the customer has activated. Both options preserve the segmentation logic from Tryton.

Tryton Sale records map to Acumatica Sales Orders and, for posted invoices, to AR Invoice documents. The sale description, reference, and line items (product, quantity, unit price) are mapped field by field. Sale state (draft, confirmed, shipped, done) maps to the corresponding Acumatica status step. Line-level tax is preserved as a tax detail on each line.

Tryton Purchase records map to Acumatica Purchase Orders and, for posted invoices, to AP Bills. Vendor references, descriptions, and line items translate to the equivalent Acumatica fields. The purchase state maps to the corresponding Acumatica status. Expense lines that were posted directly from a purchase in Tryton are migrated as AP Bill lines.

Tryton's Invoice module handles both AR and AP invoices with a sign-based accounting model. We detect invoice type from the account references and generate either an Acumatica AR Invoice or AP Bill accordingly. The invoice number, date, due date, description, and total amount are mapped directly. Line items preserve product reference, quantity, unit cost, and tax.

Tryton move (journal entry) records migrate as Acumatica Journal Transactions. Each debit/credit line in the Tryton move maps to a corresponding GL line with the target account, subaccount, amount, and description. The original move date and reference are preserved as the transaction date and description in Acumatica.

Tryton Product records contain both stocked and non-stocked items. We map stocked items to Acumatica Stock Items with cost, price, and GL accounts for inventory valuation. Non-stocked items map to Acumatica Non-Stock Items with the same description and purchasing settings. Product variant structures in Tryton map to Acumatica's lot/serial or attribute dimensions.

Tryton warehouse locations map directly to Acumatica Warehouses. Each warehouse's address and active status are preserved in the Warehouse (IN204000) screen, with the original Tryton location ID stored as a custom field. Inventory quantities by location are loaded as inventory balances per warehouse using Acumatica's Inventory Summary (IN406000) import. Multiple Tryton locations that belong to the same logical site are consolidated under a single Acumatica warehouse identifier.

Tryton internal inventory moves map to Acumatica Inventory Receipts (IN301000) for incoming stock and Shipments (IN302000) for outgoing stock. The from‑ and to‑warehouse references, move reference numbers, and dates are carried over as the document reference and posting date. Each line captures InventoryID, quantity, and unit of measure; lot or serial numbers are assigned if lot‑tracked. The original Tryton move ID is stored in a reference field for traceability.

Tryton payment term records such as Net 30 or 2/10 Net 30 map to Acumatica Payment Terms. Each term's label, due days, discount days, and discount percentage are translated value‑by‑value into the Acumatica Payment Terms (AP202000) screen. Installment structures are created as multiple due‑date lines when applicable. The original Tryton term ID is stored as a custom field on the Payment Terms record for audit tracing.

Tryton tax codes map to Acumatica Tax zones and agencies. Each Tryton tax rate is matched to the corresponding Acumatica tax code by jurisdiction. Where no direct match exists, we create a new Acumatica tax code using the Tryton rate and description as a reference.

Tryton currency codes (ISO 4217) map directly to Acumatica Currencies (CM202000). The exchange‑rate table is loaded using the Currency Rates import scenario (CM401000) so that historical transactions reflect the correct converted amounts in the reporting currency. Each currency's precision and symbol are preserved, and the original Tryton currency ID is stored as a reference field for audit purposes.