Migrate from Access SupplyChain to Odoo ERP

Access SupplyChain Customer records (name, contact details, payment terms, credit limit) map to Odoo res.partner with partner_type set to customer. Address fields (street, city, postcode, country) map to partner address fields. Payment terms from Access map to Odoo property_payment_term_id. Customer category assignments from Access map to res.partner.category entries created during configuration.

Access SupplyChain Supplier records (address, bank details, category assignments) map to Odoo res.partner with partner_type set to supplier. Bank details (account name, sort code, account number) map to res.partner.bank_ids with appropriate bank fields. Supplier-to-customer relationship records in Access SupplyChain require explicit mapping to Odoo Contact records linked to the parent Partner if the same entity serves both roles.

Open and historical purchase orders migrate to Odoo purchase.order records. Access SupplyChain status values (Draft, Sent, Received, Cancelled) map to Odoo's state field (draft, sent, purchase, cancel). PO line items map to purchase.order.line with Product2 reference resolved at migration time. Closed POs migrate as read-only records unless the destination requires open status for audit continuity.

Item master records (SKU, description, unit of measure, cost price, sales price) map to Odoo product.product and product.template. Where items use variant attributes in Access SupplyChain, these map to Odoo product.attribute and product.attribute.value before variant generation. Deduplication is applied for merged or archived items flagged during discovery. Product categories from Access map to product.category entries created before import.

Warehouse records and bin locations migrate to Odoo stock.location with location_type set to internal (warehouse) or internal (stock location). Stock-on-hand is extracted as a cutover snapshot and applied as stock.quant records at go-live to avoid mid-migration discrepancies. Multi-warehouse setups require separate location trees per warehouse configured before item quantities are loaded.

The chart of accounts structure migrates to Odoo account.account entries. Access SupplyChain's per-entity account codes require pre-migration mapping because Odoo's multi-company accounting requires each company to have its own account records or share accounts via cross-company rules. We conduct an account structure interview during discovery and generate a mapping worksheet before any ledger data is loaded.

Outstanding vendor invoices and credit notes migrate as Odoo account.move records with move_type = 'in_invoice' or 'in_refund'. We flag payments in transit between export date and go-live date to prevent double-posting. Partial payments and allocations require a reconciliation worksheet as part of the cutover package. Vendor bill lines map to account.move.line with account_id resolved from the chart of accounts mapping.

Outstanding customer invoices and credit notes migrate as Odoo account.move records with move_type = 'out_invoice' or 'out_refund'. Customer payment allocations require the same reconciliation worksheet treatment as AP. Any payments received between export and go-live require manual re-application in Odoo after migration. Sales tax codes from Access map to Odoo account.tax records configured before invoice import.

Documents attached to suppliers, items, and purchase orders in Access SupplyChain are exported and linked to their destination Odoo records via ir.attachment. File size and format checks are performed during scoping; very large files or unsupported formats are flagged for customer review before migration. Attachment associations (which document belongs to which record) are preserved through record ID tracking during the export phase.

Access Studio custom fields are enumerated during discovery using Access Studio's field registry. Each custom field is assessed for Odoo field type compatibility: character fields map to char, numeric fields to float or integer, date fields to date. Fields with unsupported data types (embedded objects, calculated aggregates) are flagged in the scoping document. Custom fields are created via ir.model.fields with state='manual' before main record migration begins.

Access SupplyChain user accounts map to Odoo res.users records. Role naming conventions differ between Access SupplyChain versions and Odoo, so role mapping is performed manually during scoping. Active users are migrated as active=True; inactive users are migrated as active=False with a note in the handoff document. Odoo access rights are assigned via res.groups membership based on the customer's role mapping worksheet.

Stock-on-hand is extracted as a cutover snapshot from Access SupplyChain and loaded into Odoo stock.quant records at go-live, after warehouse locations are configured. This approach avoids the inventory discrepancies that arise when stock movements occur mid-migration between export and import. Any inventory transactions in Access SupplyChain during the migration window are documented for manual review or delta import.