Migration of historical data

Question

Hi everyone,We are currently working on a historical data migration into Acumatica and would appreciate some guidance on the best approach.Our requirement is to migrate several years of historical sales data, including:	Sales Orders			Shipments			AR Invoices	For the historical AR invoices, we would like to use AR Migration Mode, as these invoices are being migrated for historical/reference purposes and must not generate any new GL entries.However, at the same time, we would like to preserve as much as possible the standard Acumatica document relationship and navigation:Sales Order → Shipment → AR InvoiceInstead of generating the invoice through the normal Prepare Invoice process from the shipment, our idea would be to:	Import the historical Sales Order.			Import/create the corresponding historical Shipment and maintain its relationship with the Sales Order.			Enable AR Migration Mode.			Import the historical AR Invoice directly.			Populate the standard SO/Shipment references on ARTran and, if required, the corresponding invoice references in SOOrderShipment.			Release the AR Invoice while Migration Mode is still enabled, so that no GL entries are generated.	The expected result would therefore be:Historical SO → Historical Shipment → Migrated AR Invoicewith the documents remaining linked/navigable in Acumatica, but without recreating the accounting entries for the historical invoice.Has anyone implemented a similar migration?More specifically:	Can the standard SO/Shipment references on ARTran be populated when creating an AR Invoice in Migration Mode?			Can SOOrderShipment be updated through a supported Import Scenario/API process to reference the migrated AR Invoice?			Would this be sufficient to preserve the standard navigation between SO, Shipment and AR Invoice?			Are there any other tables/relationships that Acumatica normally creates during Prepare Invoice that would need to be populated?			Is there a supported alternative approach to achieve this without directly updating Acumatica database tables?	Our main constraints are to preserve the historical SO → Shipment → Invoice relationship while ensuring that the historical invoices do not generate GL entries.Thanks in advance for any guidance or experience with a similar scenario.

valentynbeznosiuk · Answer

Hi ​@NAWRESWhen AR Migration Mode is activated, the SO Invoice screen isn't available, even though it shares tables with AR Invoice — you won't be able to access them through the Import Scenario. If you try with migration mode turned off to create SO Invoices and add lines through the Add Order action, then turn migration mode on, you won't be able to open that SO Invoice from the AR Invoice form either. So this also blocks the needed result, and I assume it's not possible.What we normally do is import closed sales as AR invoices only, with the SO and shipment numbers kept as references (inNotes or custom fields). We import only the open sales orders. Using a field instead of Notes makes it easier to search or build a GI on later. It's also worth keeping in mind that importing historical shipments would post inventory issues and COGS through Update IN, which AR Migration Mode doesn't cover.It would be interesting to hear how others handle this, and whether anyone has found a way to keep the full SO → Shipment → Invoice link.

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