Migrate from Accura to Infor CloudSuite Corporate

Accura Customer records with billing and shipping contact details map to Infor CloudSuite Customer (or Business Partner in CloudSuite Industrial). We extract customer name, address, contact person, phone, email, payment terms, and credit limits from the Accura export. The Infor destination requires Customer AddressBook records for multi-address customers; we split single-address records into the primary address and flag multi-address customers for manual address entry in Infor forms where the migration utility does not auto-create them.

Accura Jobs are the core production and billing entity carrying status, line items, pricing, and job costing. We map job number to Sales Order number or Work Order based on whether the job is quotation-stage or production-stage in Accura. Job status (estimate, in-progress, completed, invoiced) maps to Infor Order Status codes. Pricing, quantity, and description line items migrate as Order Lines with unit price and discount preserved. Print-specific job attributes (stock type, finishing, bindery) require custom field mapping or manual entry in Infor forms because Infor CloudSuite Industrial does not have native print-industry job attributes.

Accura Inventory Items with stock quantities, non-stock materials, cost basis, and reorder points map to Infor Item Master records. We flag items with negative balances or zero on-hand for customer review before migration, as Infor's inventory valuation methods (FIFO, Average, Standard) must be selected before transactions post. Cost basis from Accura maps to the Infor Item's standard cost field. Items with supplier part numbers include the vendor cross-reference in the Infor Item Supplier table.

Open and historical invoices from Accura map to Infor Accounts Receivable Invoice records for customer invoicing or AP Voucher records for vendor invoicing. We separate open invoices from paid invoices during scoping: open invoices transfer as live records requiring payment application post-migration; paid invoices transfer as read-only historical records with a paid status flag. Invoice-to-payment linking uses Accura invoice reference numbers as the matching key in Infor. Invoice PDFs are not migratable through the standard export and are flagged for manual retrieval from Accura's document storage.

Accura Vendor records with contact info, payment terms, and supplier part numbers map to Infor CloudSuite Vendor records. Duplicate-name handling in Infor must be reviewed during scoping because Infor enforces unique vendor names by default. We carry the vendor's terms (Net 30, Net 60) into Infor's Vendor Terms code assignment. Vendor invoices in Accura are separate from vendor master records and are handled under the Invoice mapping above.

Accura named user accounts with role and department assignments map to Infor CloudSuite User records. User passwords do not transfer and require manual reset in Infor post-migration. We inventory active versus inactive Accura user accounts during scoping and flag seats that should not be provisioned in Infor to avoid over-licensing. Role and department assignments map to Infor's security model (Plant, Warehouse, Company, and Business Group restrictions) which differs structurally from Accura's role model.

Custom fields added to any Accura object (Customer, Job, Item, Invoice) are exported as additional columns in the CSV and carried into Infor CloudSuite as extended fields. We pre-create the destination field definitions in Infor before migration begins, using Infor's user-defined field capabilities or custom fields on the relevant form. Fields with no matching target field are flagged in the discovery report for customer decision: configure a new Infor field or resolve the data in Accura before export.

Accura quotes and estimates with line items and pricing map to Infor CloudSuite Quote records. We distinguish quotes by status: open quotes migrate as active Quote records; expired or superseded quotes migrate as historical records with a closed status flag. Quote validity dates and expiration logic from Accura are preserved in Infor Quote custom fields or notes for the sales team to re-enter in Infor's quote workflow.

Accura purchase orders for materials procurement map to Infor CloudSuite Purchase Orders. Open POs transfer as live records requiring receiving and invoice matching post-migration; closed POs transfer as historical read-only records. PO line items map to Infor POLines with item number, quantity, unit, and cost. We resolve the Infor Vendor reference from the Vendor mapping before PO records load.

Job files, proofs, artwork, and documents stored within Accura are not accessible via the standard CSV export. We document the file locations and naming conventions used in Accura's document storage structure so the customer can retrieve them manually or through a bulk file transfer with vendor assistance. Infor CloudSuite's document management capabilities are available post-migration for uploading these files to the migrated records. This step is not automated as part of the data migration scope.

Accura price lists for materials and services map to Infor CloudSuite Price Lists. We map unit prices by item number, with effective date and expiration date preserved. Price list assignment to customers (standard pricing, customer-specific pricing) maps to Infor's Customer Price Group or Item Price List configurations. Discount matrices in Accura are represented as manual configurations in Infor pricing forms or carried as custom fields for administrative review.