Migrate from WINLine to Acumatica

WINLine customers map 1:1 to Acumatica Business Accounts. The primary contact from WINLine becomes the default Contact sub-record; the primary billing address becomes the default CustomerLocation. All WINLine custom properties on the customer require pre-created Acumatica custom fields before the BAccount import runs.

WINLine contact details (name, email, phone, job title) migrate as Contact sub-records under the BAccount. Each WINLine customer may have multiple contacts; we preserve the primary contact flag and map contact roles to the Contact's ClassID field. Email and phone map directly; no transformation required.

WINLine vendors map to Acumatica Vendors (Business Accounts with a VendorClass). The primary AP contact and default VendorLocation migrate as Contact and VendorLocation sub-records. WINLine vendor tax IDs map to Acumatica's Tax Registration ID field on the Vendor. We also assign a VendorClass to each vendor based on WINLine vendor categories or terms, which controls default payment settings and GL posting accounts in Acumatica.

WINLine GL accounts map to Acumatica Chart of Accounts entries. Account type (Asset, Liability, Income, Expense) maps to Acumatica's Account Type pick-list. Subaccount segments in WINLine map to Acumatica's Subaccount dimension if WinLine uses segment-based accounting — each segment becomes a separate Sub segment in Acumatica.

WINLine items map to Acumatica Stock Items or Non-Stock Items based on WINLine's Item Type. The WINLine Item Class maps to Acumatica's ItemClass entity, which controls posting settings and inventory tracking. Items flagged as Stock in WINLine land as Stock Items with inventory tracking enabled; Service and Expense items land as Non-Stock Items.

WINLine stores per-warehouse item quantities and locations. Acumatica separates these into INLocation (physical warehouse/bin structure) and INItemWarehouse (per-item per-warehouse On Hand, Reorder Point, and Lead Time). We merge WINLine's warehouse-level item data into both entities — warehouse codes map to Acumatica Branch/Warehouse.

WINLine sales orders map to Acumatica Sales Orders. Order number, date, customer reference, line items, quantities, and unit prices map directly. Order status (Open, Completed, Cancelled) maps to Acumatica's Status field. WINLine'sfreight and discount amounts map to separate detail lines or the CuryExtPriceCuryID fields on each line.

WINLine purchase orders map to Acumatica Purchase Orders. Vendor reference, line items, quantities, and landed costs carry over. POLineType maps from WINLine's line type (Stock / Service / Miscellaneous). If WINLine tracks expected receipts against POs, Acumatica's Receipts functionality provides equivalent tracking.

WINLine AR invoices map to Acumatica AR Invoices. Invoice number, date, customer, line items, tax amounts, and payment terms carry over. WINLine's invoice-level discounts map to Acumatica's CuryDiscTot/CuryOrigDocAmt fields. If WINLine invoices reference shipment numbers, we map those to Acumatica's shipment reference on the AR document.

WINLine custom properties on any entity (customer, vendor, item, order) have no direct Acumatica equivalent — they require a custom field definition in Acumatica's Customization Project Editor before data can be populated. We inventory every WINLine custom property during discovery, define the corresponding Acumatica custom field, then load values during the entity import phase.

WINLine users and record owners are resolved by email match against Acumatica Users. If a WINLine owner has no corresponding Acumatica user, we flag the record and assign it to a fallback owner specified in the migration plan. WINLine security roles do not migrate — Acumatica roles and screens must be assigned by the destination admin post-migration.

WINLine payment terms (Net 30, 2/10 Net 30, etc.) map to Acumatica Payment Terms with value mapping. Due Type (离 due days, discount days) maps to Acumatica's Cash Discount settings. Custom WINLine payment terms are preserved as custom Payment Terms in Acumatica during configuration.