# Acumatica Manufacturing Edition Setup Checklist > Source: https://netray.co/tools/acumatica-manufacturing-edition-setup-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer A group-by-group checklist covering the foundation, engineering data, shop floor, planning and costing setup for Acumatica Manufacturing. ## Category other-erp ## Erp Acumatica ## Industry Discrete Manufacturing ## Audience - Implementation consultant - Plant manager - ERP project manager ## Tool **Kind:** checklist **Scoring Note:** Critical items must be finished before pilot production orders. Aim for every critical item done and at least 85 percent of the rest before go-live. **Groups:** #### Foundation and inventory **Items:** **Text:** Manufacturing features enabled on the Enable/Disable Features screen **Critical:** true **Text:** Company, branches and fiscal calendar confirmed with finance **Critical:** true **Text:** Warehouses and locations defined, including WIP and scrap locations **Critical:** true Item classes created for raw material, component, subassembly and finished good **Text:** Units of measure and conversions approved by engineering **Critical:** true **Text:** Posting classes mapped to the right GL accounts **Critical:** true Lot and serial tracking rules decided per item class Numbering sequences for items, orders and lots agreed #### Engineering data **Items:** **Text:** Item master loaded and reviewed for duplicates **Critical:** true **Text:** Bills of material built with revision control **Critical:** true Phantom and subassembly levels checked against the real build **Text:** Operations defined with run and setup times **Critical:** true Routings linked to BOMs and tested on one sample part Scrap factors and yield assumptions documented Engineering change process defined for BOM edits #### Shop floor **Items:** **Text:** Work centers with capacity, calendar and cost rates **Critical:** true Machines and tooling captured where scheduling needs them Shift and holiday calendars loaded **Text:** Production order types and statuses agreed with supervisors **Critical:** true **Text:** Labor and material reporting method chosen (backflush or issue) **Critical:** true Move, scrap and rework transactions tested Barcode or mobile entry decided and tested #### Planning and purchasing **Items:** **Text:** Planning method per item set (MRP, reorder point or manual) **Critical:** true Lead times and lot size rules entered Safety stock reviewed with planners Vendors and approved sources linked to items **Text:** First MRP run reviewed against a manual plan **Critical:** true Order promising rules for sales orders agreed #### Costing and finance **Items:** **Text:** Costing method per item class chosen (standard, average, FIFO) **Critical:** true **Text:** Standard costs rolled and reviewed for reasonableness **Critical:** true **Text:** WIP, variance and absorption accounts mapped **Critical:** true Overhead and labor rates agreed with the controller Period end close for manufacturing tested in a sandbox **Text:** Opening WIP and inventory balances reconciled to the old system **Critical:** true #### Training and go-live **Items:** Role-based training completed for planners, supervisors and buyers **Text:** Parallel run or pilot with real orders done **Critical:** true Reports and inquiries for daily operations verified Support contacts and escalation plan published **Text:** Data cleanup and cutover plan signed off **Critical:** true ## Content **Intro:** Acumatica's manufacturing capability is configured in layers, and skipping a layer is how projects end up with wrong costs or a MRP plan nobody trusts. This checklist sequences the setup from inventory foundations through engineering data, shop floor, planning and costing. **Sections:** #### How to use the checklist **Body:** Work through the groups in order. Foundation and engineering data come first because routings, planning and costing depend on them. Mark items complete as your consultant or internal team proves them, not when they are merely entered. Critical items are those that, if wrong, force rework later or produce incorrect financials. Export the finished list with the date and use it as the evidence pack for go-live approval. #### Why the order matters **Body:** A production order explodes a BOM, applies a routing against work centers and posts costs to WIP using posting classes. If unit conversions, work center rates or posting accounts are wrong, every order reproduces the error. Standard cost roll depends on the BOM and routing being right, and MRP depends on lead times and planning methods. Testing one sample part end to end before loading hundreds of items saves weeks. **Bullets:** - Prove one part from BOM to finished good first - Reconcile opening balances before anyone transacts - Run MRP in parallel with the existing plan - Involve finance when choosing costing methods #### Common mistakes **Body:** Teams often load the BOM from the legacy system without cleaning phantom and obsolete lines, choose backflushing without confirming that inventory is accurate, or set one costing method for every item class. Another frequent issue is leaving supervisors out of the design so the statuses and transactions do not match how the floor actually works. Review this list with the people who will use the system daily. **Cta:** If you are migrating manufacturing data into Acumatica, we can help validate BOMs, routings and opening balances before cutover. **Faq:** #### Does Acumatica have a separate manufacturing product? **Answer:** Acumatica sells manufacturing capability as an edition and related feature set that you enable on top of the core financials, inventory and order management. Check your agreement and the feature screen to confirm which manufacturing features your license includes. #### How long does manufacturing setup take? **Answer:** It varies with the number of items, BOM levels and plants. Many SMB projects take several months from design to pilot. The slowest part is usually cleaning engineering data, not configuring the software. #### Which costing method should I choose? **Answer:** Standard cost suits repetitive builds with stable BOMs and gives clear variances. Average or FIFO suits purchased goods and variable inputs. Many companies mix methods by item class. Decide with your controller and auditor, not only the consultant. #### Do I need MRP from day one? **Answer:** Not always. Some companies go live with reorder points and manual planning, then phase in MRP once item data and lead times are trustworthy. Turning on MRP with poor data produces noise that planners learn to ignore. ## Search terms acumatica manufacturing setup checklist, acumatica manufacturing edition implementation, acumatica bill of material setup, acumatica work center routing, acumatica mrp setup, acumatica production order setup, acumatica manufacturing go live checklist, acumatica advanced manufacturing --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json