Migrate from Udyog ERP to Acumatica

Udyog Customer records map to Acumatica Customers. Acumatica uses the BAccount DAC (Business Account) with Customer class. Primary address, GSTIN, payment terms, and credit limit transfer as-is. Udyog's customer-type flags (retail, wholesale, institutional) map to Acumatica Customer Class codes that you define during setup.

Udyog Vendor records map to Acumatica Vendors using the same BAccount DAC but with Vendor class. GSTIN, PAN, payment terms, and TDS deduction flags transfer. Udyog vendor-specific fields like TDS section (194C, 194J) require mapping to Acumatica's Tax Deductee Category on the vendor record.

Udyog GL accounts map 1:1 to Acumatica GL accounts. Account numbers, descriptions, and account types (Asset, Liability, Income, Expense) transfer directly. Udyog's cost-center-tagged accounts require Acumatica's Sub segment configuration or separate Sub dictionary setup if Udyog uses 3-tier account coding.

Udyog item master records map to Acumatica Stock Items with item number, description, UOM, and item class. Udyog's HSN code field maps to Acumatica's Tax Category field on the item — this is critical for GST rate assignment. Stock item types (traded, manufactured) map to Acumatica's Item Type picklist.

Udyog BOM definitions with material line items, quantities, and scrap percentages transfer to Acumatica BOMs. Each Udyog BOM version becomes an Acumatica BOM revision. Phantom BOM structures in Udyog map to Acumatica's phantom BOM checkbox. BOM must exist before work orders can reference it.

Udyog work orders generated from MRP transfer to Acumatica Production Orders. Status values (Open, Released, Completed, Closed) map directly. Materials issued and operations completed in Udyog during the production lifecycle transfer as Production Order transactions — we map Udyog's material issue slips to Acumatica material allocations and labor entries to labor costs.

Open Udyog sales orders transfer to Acumatica SO with order number, customer reference, line items, quantities, and promised dates. Order types (Domestic/Export) map to Acumatica Order Types that control tax calculation behavior. Partially invoiced lines in Udyog transfer with back-order logic preserved as open line quantities in Acumatica.

Open Udyog purchase orders map to Acumatica PO with vendor reference, line items, quantities, and expected dates. Udyog's PO approval workflow status is not transferable — open POs arrive in Acumatica in confirmed status for re-approval routing. Terms and conditions text from Udyog transfers as PO notes.

Udyog sales invoices map to Acumatica AR Invoice documents with customer, invoice number, date, line items, tax amounts, and GST breakdown. GSTIN validation status from Udyog transfers as a custom note. Udyog invoice terms and round-off adjustments map to Acumatica's rounding line and terms.

Udyog purchase invoices map to Acumatica AP Invoice documents with vendor, invoice number, date, line items, and GST tax amounts. TDS deductions applied in Udyog transfer as withholding tax entries on the Acumatica AP invoice using the Tax Deductee Category from the vendor record.

Udyog receipt vouchers map to Acumatica Cash Receipts. Payment method, amount, and reference to the AR invoice transfer directly. Udyog's receipt voucher numbering pattern maps to Acumatica's reference number. Partially applied receipts in Udyog (split across multiple invoices) transfer as partial payments with balance remaining.

Udyog payment vouchers map to Acumatica Cash Disbursements with vendor, amount, payment method, and AP invoice reference. The payment account from Udyog maps to Acumatica's cash account selected at time of payment. Multi-vendor payments in Udyog split into separate Acumatica disbursement lines.

Udyog stores custom fields in proprietary table extensions with no enforced naming convention — field discovery requires database-level inspection. FlitStack inventories every Udyog custom field, determines its data type, and creates matching Acumatica DAC extension fields with the usr prefix. Custom fields on Customer, Vendor, Stock Item, and SO/PO headers/linelines are supported. Complex custom fields (lookups, formulas) require Acumatica customization with C# or screen-level configuration.

Udyog's GST rate table (CGST, SGST, IGST, CESS rates by HSN) maps to Acumatica's Tax Categories per item combined with Tax Zones per transaction type (Intra-state vs Inter-state). We create Acumatica Tax Agencies for CGST and SGST, map each Udyog GST rate to a corresponding Acumatica tax rate with the correct jurisdiction. Exemption codes from Udyog transfer as Tax Exemption records.

Udyog's multi-location inventory and financial cost centers map to Acumatica Branches only if you hold the Advanced Financials license. Without it, locations use Warehouse entities only. We assess your Udyog location structure and map accordingly — warehouse-level transfers use Acumatica's Warehouse selector; branch-level financial consolidation requires Branch entity configuration before migration.