Hello,
There are two articles in this community that provide the steps. There is a customization (as of 2022 R1 it is still a customization -- I don’t know about migrating construction projects in 2022 R2 yet) that provides migration mode in Construction module, migration mode used to link each AIA to the related AR Invoice. Import Scenarios provided by Acumatica.
https://community.acumatica.com/project-accounting-126/how-to-import-progress-billing-balances-step-by-step-guide-3990
https://community.acumatica.com/construction-128/how-to-import-progress-billing-balances-general-information-3932It’s an arduous project to migrate open projects with AIA, but if I can do it, you can do it! My recommendation is to start practicing the process of pulling data out of the old system and importing it. Before Go Live you’ll want to have the spreadsheet format and import scenarios perfected & practiced.
@Heidi Dempsey taught me: Dates, reference numbers, order of documents is crucial when migrating your history.
In summary, this is the order of migration:
- Customers
- Projects
- Tasks
- (Cost Codes - optional)
- Revenue Budgets
- Cost Budgets
- Change Orders
- Open AR Invoices and paid AR Invoices that have Retainage open
- Proformas with links to invoices from step 6.
- Project Actuals - project to date historical totals via Project Transactions screen
- Validate Project Balances