Migrate from Adaptive to Infor CloudSuite Corporate

Adaptive Customer records (name, address, contact details, tax ID) map to Infor CloudSuite Customer or Account records depending on the Infor edition in use. The Infor Migration Utility maps external Customer tables to the corresponding CloudSuite target table (for example, in M3-based CloudSuite editions the party model uses MITMAS-style records). We preserve linked addresses as child records with a reference to the parent Customer. Any Adaptive tax registration numbers map to the relevant tax registration fields in Infor CloudSuite, which vary by industry edition.

Adaptive Supplier records mirror Customer records structurally and map to Infor CloudSuite Vendor or Supplier records. Payment terms and bank details migrate as address and bank-account child records. The Infor CloudSuite migration database requires Vendor records to be present before Purchase Orders and AP vouchers are imported, so Supplier migration must complete in the master-data phase before transactional import begins.

Adaptive stores account codes flat with type flags. We transfer the full account structure, mapping Adaptive account type codes to Infor CloudSuite GL Account types. Infor CloudSuite editions enforce type restrictions per account group; we configure the account type mapping during the schema design phase and flag any Adaptive account types that have no direct Infor CloudSuite equivalent. Multi-segment account codes (if Adaptive uses a reporting entity structure) are flattened or re-segmented per the target Infor edition's segment definition.

Open AP and AR documents in Adaptive are tracked as line-item records with status flags. We preserve outstanding balances by mapping the Adaptive status field to Infor CloudSuite open voucher or invoice status. Infor CloudSuite requires all AP and AR transactions to be fully posted in the source system before migration; we verify the posting completeness during the data audit phase and flag any draft or unposted documents that must be resolved before the migration window opens.

Past journal entries carry fiscal period and date metadata from Adaptive. We flag any entries that span Infor CloudSuite's fiscal year boundaries and require period reassignment during the transform step. The migration utility requires all external transactions to be completed and posted before import; we generate a posting completeness report from Adaptive as part of the data audit. Journal entry line items preserve debit and credit amounts, account code references, and source document links.

Adaptive inventory items include SKU, description, unit cost, and current quantity. We transfer these to Infor CloudSuite Item records (MITMAS in M3-style editions, or Product in SyteLine-based editions). We flag BOM structures, warehouse-specific quantities, and custom item attributes that require manual entry or supplementary import. Infor CloudSuite's Migration Utility supports custom field attachments via CMS470/CMS471 forms for items, but date-type custom fields have documented limitations in the query system; we handle these with direct table inserts if needed.

Adaptive stores attached files as blobs or file-path references. We migrate attachments alongside their parent record and flag any files that exceed typical CloudSuite document size limits. For Infor CloudSuite environments with Infor IDM (Infor Document Management) enabled, attachments map to IDM content records with the appropriate parent entity reference. If IDM is not present, attachments are delivered as a file package with a mapping manifest for manual linking.

Adaptive User accounts include name, email, and role assignments. We map active users to Infor CloudSuite User or Employee records, matching by email as the dedupe key. Inactive and archived Adaptive users are flagged for the customer's Infor administrator to provision as inactive records or to exclude based on the clean-up policy agreed during scoping. Role and permission mappings are noted in the handoff inventory; Infor CloudSuite role configuration occurs in the Mongoose interface or via Infor OS role management post-migration.

Adaptive custom field extensions are documented during discovery and mapped to Infor CloudSuite custom fields where equivalents exist. Infor CloudSuite supports custom fields via the CMS470/CMS471 form pair for items, suppliers, and related entities. Custom fields with date data types cannot be queried using Infor's SearchCustomFields script; we handle these with direct table inserts or manual post-migration entry. Any Adaptive custom field that has no Infor CloudSuite equivalent is listed in the migration handoff document with the original field name, data type, and sample values for manual configuration.

Adaptive multi-currency balances are preserved by mapping the Adaptive currency code to the corresponding Infor CloudSuite currency entity, and by migrating the transaction-level exchange rate as a reference attribute. Infor CloudSuite's currency model requires an active exchange rate table entry for each currency used; we verify or insert the required currency setup records before importing transaction data. Balances are transferred at the Adaptive transaction rate, and revaluation is flagged as a post-migration step using Infor CloudSuite's native revaluation routine.