Migrate from weclapp erp to Epicor Prophet 21

weclapp Customers map to Epicor Customer with a one-to-many relationship to ShipTo addresses. The weclapp address block (street, city, postal code, country) splits into Epicor's address fields (Address1, Address2, City, State, Zip). Tax ID from weclapp maps to Customer.TaxRegionCode for US customers or the equivalent VAT field for EMEA. Customer status (active/inactive) maps to Customer.Inactive to prevent importing deprecated records as active.

weclapp Company records (B2B accounts distinct from individual contacts) map to Epicor Customer. If weclapp stores both individual and company-level records for the same entity, we merge them into a single Epicor Customer with the individual contact stored as a primary ShipTo or linked via CustomerBDContact. We flag duplicate Customer creation during reconciliation.

weclapp Sales Orders map to Epicor SalesOrderHed (header) and SalesOrderDtl (line items). Order status from weclapp (draft, confirmed, shipped, invoiced) maps to Epicor OrderRel.Status, with shipped lines marked as closed. Customer number from the weclapp Customer maps to SalesOrderHed.CustNum via lookup resolution before insert. Line item pricing and quantity transfer directly from weclapp OrderItem.

weclapp Purchase Orders map to Epicor POHeader and PODetail. Vendor lookup resolves from the weclapp vendor company record to Epicor Vendor.VendorNum. Line items transfer with quantity, unit cost, and suggested receipt warehouse from weclapp POItem. We flag any purchase orders in a received or closed state as non-modifiable at the destination to preserve accounting integrity.

weclapp Quotes map to Epicor QuoteHed and QuoteDtl. Validity dates from weclapp map to QuoteHed.DueDate and a calculated expiration field. Quote status (open, accepted, lost) maps to QuoteHed.QuoteStatus. If the destination Epicor environment uses CPQ (Configure, Price, Quote) as a separate module, we map quotes to CPQ Quote objects instead and flag this decision during scoping.

weclapp Invoices map to Epicor InvoiceHed and InvoiceDtl. Paid and closed invoices from weclapp import as read-only or locked records in Epicor per standard accounting integrity rules; we flag any records that should not be re-activated to prevent inadvertent re-opening and double-posting. Tax codes require re-creation or mapping to Epicor's tax region configuration after migration.

weclapp Items (products and services with SKU, description, unit price, and stock quantity) map to Epicor Part. For weclapp Trade tier accounts, stock-on-hand quantities map to PartBin entries by warehouse. Multiple weclapp pricing tiers per item require separate Epicor Price List records or volume-based breaks mapped to Part.CostID and PriceLst tables. We flag any Item records with zero stock as inactive parts.

weclapp Projects with nested Tasks and optional time entries map to Epicor Project, ProjPhase, and PjTask. Project status workflow from weclapp (Services vs Trade edition variation) maps to Epicor Project.Phase, with the project header carrying the original weclapp project name and number. Time entries map to Epicor LaborDtl if the destination Epicor environment includes Project Billing or Time and Expense modules; otherwise they map as read-only ProjectLabor records.

weclapp Document attachments linked to Customers, Orders, Invoices, and Projects export as binary blobs. We re-upload them to Epicor using DocumentReference records pointing to the original filename and a storage location. If the destination Epicor environment uses Epicor Data Management or an external DMS connector, we configure that integration during the approach phase and flag the storage decision for customer sign-off.

weclapp custom fields on standard objects require pre-configuration in Epicor before migration. We enumerate all active custom fields during discovery (no unified registry exists in weclapp, so we query object metadata per type), then create matching UD columns in Epicor before data import. Key-value pairs without Epicor equivalents are flagged as manual re-entry candidates. Epicor User Help Forum discussions (epiusers.help) confirm that UD column creation requires Administrator access and is done per-table.

weclapp Users map to Epicor User records by email match. Active user count in weclapp affects licensing but does not need to match Epicor user count 1:1. We exclude deactivated weclapp users from migration and flag them for the customer's Epicor admin to handle during provisioning. Epicor requires explicit User provisioning before any Owner references on records can be resolved.

weclapp Helpdesk tickets (available only on accounts with the Helpdesk add-on activated) map to Epicor Case if the destination environment includes Service Connect. Ticket status, priority, linked Customer, and conversation threads transfer to Case records. Agent assignments from weclapp map to Epicor Case.Vendor or Case.Owner by email resolution. We confirm Helpdesk add-on activation during scoping; if absent, we warn the customer and exclude ticket records from migration scope.