Migrating Documents to Acumatica ERP

If you need to move historical data to Acumatica ERP, you can enter fully or partially settled documents into the system. To load documents without affecting the general ledger, you have to first activate migration mode. You can activate this mode in the accounts receivable subledger or in the accounts payable subledger (or in both subledgers), depending on the documents to be migrated. Also, you can activate this mode for projects to import the initial project balances.

When entering a document to the system in migration mode, you need to specify the open balance of the document, its original amount, and the document date. When these documents are released, migrated documents update customer or vendor balances but do not update the general ledger.

The topics of this chapter describe how you can activate migration mode in the needed Acumatica ERP subledger, how to prepare documents for migration, and how to use predefined import scenarios to import data.

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