Migrate from Wiise to Acumatica

Wiise customer records map directly to Acumatica Customers. The primary address maps to Acumatica's main address, and secondary addresses map to Customer Locations. Wiise's Customer Posting Group is preserved as a reference attribute on the Acumatica customer card for GL posting group assignment.

Wiise vendor records map one-to-one to Acumatica Vendors, preserving all attributes during migration. Primary and payment addresses map to Acumatica's main vendor address and payment address fields respectively. The Vendor Posting Group defined in Wiise transfers to Acumatica's Vendor Class, ensuring payables post to the correct general ledger accounts and that your existing AP workflow settings remain consistent after go-live.

Wiise inventory items map to Acumatica Stock Items with all item attributes, pricing, and costing information preserved. Item tracking settings including lot/serial assignment rules and the stockkeeping unit structure map to Acumatica's lot/serial attributes per warehouse location. Non-stock items map to Acumatica Non-Stock Items using the same general product posting group, ensuring correct revenue and expense recognition when these items are sold or consumed on projects.

Wiise sales orders migrate as Acumatica Sales Orders with all header details, line items, quantities, discounts, tax amounts, and payment terms fully preserved. The original Wiise order number is stored in Acumatica's External Reference field, maintaining full traceability to source documents for your finance team. Ship-to addresses from Wiise map directly to Customer Locations in Acumatica, ensuring delivery instructions and address-specific pricing are retained for each order.

Wiise posted sales invoices migrate to Acumatica Sales Invoices with all header and line details intact. Original invoice dates, due dates, payment terms, and currency codes map correctly to ensure accurate aging reports and cash application after go-live. Partial shipments that generated multiple invoices in Wiise create corresponding multiple invoices in Acumatica, preserving the complete billing history and ensuring customer account balances remain accurate throughout the transition.

Wiise purchase orders map directly to Acumatica Purchase Orders with all header information, line items, quantities, and pricing preserved. Buy-from vendor addresses are resolved to Acumatica Vendor Locations, while ship-to warehouse locations are matched to corresponding Acumatica Warehouse records. Expected receipt dates and delivery instructions transfer as-is, ensuring your purchasing team can continue tracking incoming shipments without manual re-entry after migration.

Wiise posted purchase invoices are more accurately represented as Acumatica Bills since they have already been received and recorded. If the receipt and invoice are separate in Wiise, the purchase receipt migrates first, followed by the bill linked to that receipt.

Wiise Job records map to Acumatica Projects with all job attributes and settings preserved. Job tasks and sub-tasks become Acumatica project tasks nested under the parent project, maintaining the full work breakdown hierarchy. Work type codes from Wiise map to Acumatica Labour Types, and all resource hours transfer as Project Transactions with the original work date and employee assignments intact for accurate project costing.

Wiise general ledger entries migrate to Acumatica GL Journal lines with original posting dates, document numbers, account assignments, and amounts fully preserved. Dimension values from Wiise Business Central (Shortcut Dimension 1 and 2, typically representing department and cost centre) map directly to Acumatica Subaccounts using the configured Subaccount segment mappings. This ensures that your financial reporting structure and cost allocation logic remain intact throughout the migration.

Wiise Contact records map to Acumatica Contacts with all contact information preserved during migration. The link to the parent Customer record is preserved via the Customer ID lookup field in Acumatica, maintaining the relationship between contacts and their associated accounts. Job title, phone numbers, email addresses, and physical address fields transfer directly with their original values intact, ensuring your sales and service teams can continue communicating with customers after go-live.

Wiise fixed asset records map to Acumatica Fixed Assets with depreciation book values, acquisition dates, useful life information, and asset class assignments fully preserved. The asset cost, accumulated depreciation, and net book value transfer to Acumatica's primary depreciation book. However, depreciation books and schedules require review after migration since Acumatica supports multiple depreciation conventions per asset for tax, statutory, and financial reporting purposes.

Wiise custom fields per page type (Customer, Vendor, Item, Sales Header, Purchase Header, Job) map to Acumatica user-defined fields on the equivalent screens. Each custom field requires pre-creation in Acumatica through the Customization Project editor. Lookup fields preserve their display value as text in Acumatica's user-defined text fields unless a corresponding value list is built.

Wiise company-level settings including company name, primary address, tax registration numbers, and fiscal year start date map to Acumatica's Organization screen during migration. Multiple Wiise companies within a single subscription require a topology decision in Acumatica — they can map to separate tenants for full isolation, or to separate branches within a single tenant when consolidated reporting is required, depending on your specific consolidation and financial reporting needs.