Ideas for Acumatica

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Provide mechanism to load sales history during migration

Several partners have clients that want to bring over sales history. The current process for doing this involves importing the orders, processing them, and then making adjustments to inventory/vendor balances/customer balances in order to back out the past orders.
Proposed: a new type of order ('informational') is created that allowed importing of past sales and purchase orders without impacting other areas of the system.

  • Douglas Johnson
  • Nov 3 2014
  • Future consideration
  • Attach files
  • Harsha Sarjapur commented
    September 19, 2018 16:22

    Doug, for historical imports of AR Invoices it shld also capture the serial number information in the integration mode and set the Qty available to 0 making it look like its sold, that way the history remains in the system, currently it doesn't have that functionality and it's missing the critical serial nbr data.

  • Admin
    Feedback Admins commented
    September 19, 2018 16:18

    Acumatica partners and customers: we are having a special Focus Group meeting to discuss Migrating Financial and Distribution Data into Acumatica

  • Douglas Johnson commented
    September 01, 2017 13:58

    Status update:

    • AR Invoices has a migration mode setting in Acumatica 2017 R2
    • AP Bills has a migration mode setting in Acumatica 2017 R2
  • Douglas Johnson commented
    October 21, 2015 21:48

    Note about workarounds:

    For Sales Orders:

    Create a different transaction type (HS for example) and build an automation workflow that does not create an invoice or modify inventory. The transaction type would be based on the quote in Acumatica.

    For AP bills and AR Invoices:

    Inventory is not impacted. Financials could be modified by creating a separate posting class that posts to a GL account that you could zero out. Depending on configuration, some amount of effort may be required to set the posting class that applies to your transactions.