Migrate your Cetec ERP data

Customer records are a core CRM object in Cetec. Internal customers (the company itself) cannot be edited once linked to an order—a platform constraint we flag during scoping so linking relationships are resolved before migration.

Quotes support dollar-value, PPV, and LBV approval thresholds with per-user and global limits. We preserve threshold configurations and approval workflows as metadata, then map Quote line items to the target system's equivalent pricing/quote object.

Orders are the transactional hub tying customer, parts, pricing, and fulfillment together. We migrate orders in open status as well as historical completed orders, preserving line-item detail and any attached documents.

PO records, line items, and receipt history export cleanly. Drop-ship PO patterns with automatic PO generation are flagged separately since they may create linked records in the target system.

Parts are the central master record driving BOMs, inventory, pricing, and purchasing. We map part numbers, descriptions, units of measure, vendor pricing, and any attached prints or documents.

Multi-level BOMs with materials, work instructions, and sub-assemblies require structural mapping when the target system uses a different nesting model. We flatten or nest accordingly and flag phantom BOMs separately.

Work orders tie production scheduling, labor tracking, and cost accounting together. We migrate open work orders and historical completion records, preserving operation sequences and any associated travelers.

Inventory quantities and locations are warehouse-specific. We map on-hand quantities by warehouse and preserve costing method (average, FIFO, etc.) as configured in Cetec's inventory pricing documentation.

Inspection data linked to parts, lots, and work orders is revision-controlled and timestamped. We migrate inspection records and their outcomes (pass/fail/conditional) as structured quality data.

NCRs link to parts, suppliers, and root-cause analysis. We preserve NCR status, disposition actions, and any linked corrective action records as a discrete quality object.

Document management stores file attachments against parts, BOMs, work orders, and quality records. We export attached files in their original formats and map them to the corresponding target records by ID.

Cetec workflows are role and user-based routing tables for quote, order, PO, and quality processes. We export the workflow definitions and map them to the target system's routing logic, which may require rule reconstruction.

The GL structure with account codes, types, and department/cost center assignments migrates cleanly. We preserve active/inactive status and any intercompany account mappings.

User records, role definitions, and per-module permissions migrate to the target system's equivalent access model. Role names differ across platforms so we map by permission set rather than by name.

Quality codes are configured system-wide for inspections, NCRs, and receiving. We export the code tables and map to equivalent codes in the target system, flagging any missing code categories.