Migrate from weclapp erp to Acumatica

Weclapp customers map 1:1 to Acumatica's Customer DAC. The CustomerType field determines whether the record is a Business Account or an Individual — weclapp customers without a company name route to the Individual type. Primary contact details, addresses, and tax registration numbers carry over as-is.

Weclapp sales orders are monolithic records with line items embedded. Acumatica splits these into SOOrder (header: customer reference, order date, warehouse) and SOLine (line: inventory ID, quantity, unit price). The order total recalculates from SOLine aggregation in Acumatica's financials, ensuring tax and discount calculations reflect the latest line data.

Similar to sales orders, weclapp purchase orders contain header and line data in one object. Acumatica separates POOrder (vendor, terms, warehouse) from POLine (vendor stock code, ordered quantity, cost). POLine.VendorID resolves from weclapp's supplier record, ensuring accurate cost assignment and terms alignment during the migration.

Weclapp invoices map to Acumatica's Accounts Receivable module. The ARInvoice holds the invoice number, customer reference, and terms; ARTran holds line items linked to InventoryItem. Tax amounts from weclapp recalculate against Acumatica's tax zone configuration, ensuring correct sales tax and discount handling in the target system.

Weclapp purchase invoices become APInvoice + APLine in Acumatica. VendorID resolves by matching weclapp supplier name or tax ID to Acumatica's Vendor DAC. Prepayments and credit memos from weclapp map to corresponding APPayment records, ensuring accurate AP reconciliation and payment application during migration.

Weclapp inventory items map to Acumatica's InventoryItem DAC. Stock item vs. non-stock item classification carries over. Multiple warehouses in weclapp become INSiteStatus records per item — on-hand quantities split by warehouse ID, ensuring correct valuation method assignment per item for cost layer calculations.

Weclapp projects with billable time and expense tracking migrate to PMProject. Each project task in weclapp becomes a PMTask linked to the PMProject. Billing rules (time-and-materials vs. fixed price) transfer as project attributes, preserving original project IDs and owner assignments for audit continuity.

Weclapp CRM contacts map to Acumatica's Contact DAC. Each contact links to a Customer (BAccount) via the CR.Contact relations table. Email, phone, and job title fields transfer directly; custom contact properties become Usr-prefixed fields, maintaining contact source attribution for reporting and segmentation.

Weclapp quotes require a decision: open quotes migrate as CR.Quote records if Acumatica's Quote functionality is licensed; otherwise, they convert to Sales Orders with a 'Pending' status for manual review before confirmation. The choice is recorded in the pre-migration plan to avoid orphaned quote records.

Weclapp payment records linked to invoices map to Acumatica's ARPayment with Application entity linking to the related ARInvoice. Cash sales without invoice references become CashSale records in the Cash Management module, ensuring accurate cash application and reconciliation in the target system.

Weclapp stock adjustments (cycle counts, damage write-offs) map to INAdjustment records. The adjustment reason code from weclapp maps to INAdjustment.reasonCode — reason codes must be pre-created in Acumatica's Inventory preferences, to ensure audit trails reflect the correct adjustment type after migration.

Any user-defined fields in weclapp (beyond standard properties) require custom field creation in Acumatica's Customization Project Editor with a Usr prefix. FlitStack generates the customization package with field definitions and default values, including data type, pick‑list options, and visibility settings, before the data migration runs.