Migrate from Accolent ERP to Dolibarr ERP

Accolent Customer records with billing address, shipping address, contact details, and account type flags map to Dolibarr ThirdParty records where the Tiers type field is set to Customer. We extract the customer_code, name, address fields, phone, email, and payment terms from Accolent's customer master and map them to Dolibarr's ref (customer code), name, address fields, phone, email, and conditions_reglement fields. Customer price level and credit limit from Accolent map to Dolibarr's price level and limite_credit fields. We set the ThirdParty status to Active and preserve the original Accolent customer ID in a custom reference field for reconciliation.

Accolent Vendor records with address, payment terms, and PO defaults map to Dolibarr ThirdParty where the Tiers type is set to Supplier. We extract vendor_code, name, address, phone, email, and payment terms from Accolent's vendor master and map them to Dolibarr's ref (supplier code), name, address fields, phone, email, and conditions_reglement fields. Default PO lead time and freight terms from Accolent map to Dolibarr's delivery delay and shipping_methode fields.

Accolent Item records including SKU, description, unit of measure, cost layers, pricing tiers, reorder points, and warehouse assignments map to Dolibarr Product records. The Accolent item_type (Stocked vs Non-Stocked vs Service) maps to Dolibarr's fk_product_type (0=standard, 1=service). Barcode and lot/serial number settings migrate to Dolibarr's barcode and lot_num fields. Accolent's price tiers map to Dolibarr's multi-price levels. For items with BOM links, we flag the product for BOM configuration after the base product is imported.

Accolent Sales Order headers and line items map to Dolibarr CommandeClient and its associated OrderLine records. We extract order number, order date, customer reference, ship-to address, and line items (product, quantity, unit price, discount) from Accolent. Dolibarr's CommandeClient uses a status workflow (Draft, Validated, Shipped, Closed) that we map from Accolent's order status field. Fulfilled lines retain their fulfilled quantity in Dolibarr's qty_shipped field. Open orders import as Draft or Validated status; historical orders import as Closed with shipped quantities preserved.

Accolent Purchase Order records including vendor reference, PO date, line items, receipt status, and expected delivery date map to Dolibarr CommandeFournisseur and OrderLine records. The vendor reference maps to Dolibarr's fk_soc (ThirdParty supplier). Receipt status from Accolent (Not Received, Partially Received, Fully Received) maps to Dolibarr's status field. Line items include product reference, ordered quantity, unit cost, and any landed cost allocations.

Accolent GL Chart of Accounts with account numbers, names, types (Asset, Liability, Expense, Revenue), and optional cost-center assignments maps to Dolibarr AccountingAccount records. The five-digit account code from Accolent maps to Dolibarr's account_number field. Account type (classe 1 through 7 in French GAAP-style numbering) maps to Dolibarr's pcm_type field. We activate Dolibarr's accounting module during pre-migration configuration and import the chart before any transactional data to ensure account references are valid on insert.

Outstanding Accolent AP invoices and AR invoices must land as open balance records in Dolibarr rather than new transactions. We extract invoice header records with original invoice date, vendor/customer reference, total amount, and outstanding amount, then create Dolibarr supplier invoices (FactureFournisseur) with status = unpaid and a payment term entry set to the original due date. For AR, we create Facture records with status = unpaid. Invoices older than 90 days are flagged for customer review before commit because Dolibarr's aging report does not auto-truncate old opening balances.

Accolent multi-level BOM headers with component lines, quantities-per, routing steps, work-center assignments, and phantom BOM flags require flattening for Dolibarr's BOM module. Dolibarr supports a two-level BOM structure (parent product with sub-product components). We extract the full Accolent BOM tree, resolve phantom BOM flags to sub-product references, and create a flat Bom record per Accolent BOM header. Components with quantity-per relationships map to BomLine entries. BOMs with more than three levels are flagged for manual review before load because Dolibarr does not natively support routing steps or work-center assignments; these must be managed as notes or via a production module extension.

Accolent warehouse definitions with site name, address, and bin/shelf location codes map to Dolibarr Entrepot records. The warehouse_code, name, and address fields transfer directly. Bin and shelf location codes from Accolent are stored in Dolibarr's address field or as a custom location reference field. We create one Dolibarr Entrepot per Accolent warehouse site before any stock data imports to satisfy the warehouse lookup on product-stock records.

Accolent posted journal entries including date, account number, debit/credit amounts, and source reference map to Dolibarr AccountingDocument records in the configured journal. Each journal entry line is an AccountingDocumentLine with the account reference, debit amount (or 0), credit amount (or 0), and the general_account lookup. We preserve the original posting date and journal code from Accolent. Note that Dolibarr's accounting module must be activated and the journal (ACHAT, VENTE, BANQUE, or GENERAU) must be pre-created before this import runs.

Accolent tax codes with rate percentages and applicability rules (sales vs purchasing) map to Dolibarr TaxRange records. The tax_code, rate percentage, and applicable transaction type transfer to Dolibarr's ref, rate (percentage), and fk_type (VAT-deductible, VAT-collected, or other). We configure Dolibarr's tax module before importing sales or purchasing records to ensure tax codes are valid on transaction lines.

Accolent fixed asset records including asset number, description, acquisition cost, acquisition date, depreciation method, useful life, accumulated depreciation, and asset class map to Dolibarr Asset records. The asset number maps to Dolibarr's ref, acquisition cost to purchase_value, acquisition date to date_acquisition, accumulated depreciation to cumulative_depreciation, and depreciation method to depreciation_type. We create the asset before importing the associated GL transactions to maintain the asset-account linkage.

Accolent user accounts with login name, email, role name, and permission flags map to Dolibarr User records. The primary email becomes the user login, and the role name maps to a Dolibarr permission group. Note that Dolibarr's permission model is module-based (each activated module grants specific rights), so we deliver a permission matrix mapping Accolent role names to Dolibarr module-level permission sets for the customer's admin to configure post-migration.

Accolent stores documents and file attachments associated with orders, items, and customers. The platform does not expose a documented file-retrieval API or export mechanism for attachments. We do not migrate document attachments. We deliver a written inventory of all document attachment paths and metadata (file name, associated record type, record ID, file size, last modified date) extracted from the Accolent database so the customer's admin can manually retrieve and re-upload files to Dolibarr's document management module post-migration.