Migrate from e-Emphasys ERP to Dolibarr ERP

e-Emphasys customer records with full contact details, billing addresses, and branch assignments map to Dolibarr ThirdParty (stored in llx_societe). The is_customer flag maps to client=1 and is_prospect=1 for pre-conversion records. Billing and shipping addresses map to llx_societe_address with fk_soc resolved. Branch-level assignments in e-Emphasys (branch_id) map to Dolibarr's tags or a custom fk_entrepot field if the customer has configured warehouse-level assignments.

e-Emphasys serialized equipment records (OEM codes, VIN-equivalent identifiers, branch assignment, status) map to Dolibarr Product records with type=1 (stockable) and a custom serial_number field. The equipment status (new, used, rental, consignment) maps to a Dolibarr custom field or product status workflow. We preserve OEM warranty codes as product properties and link serialized units to the customer ThirdParty via a custom fk_equipment_customer field for audit.

e-Emphasys serialized parts with bin locations, vendor links, cost/price tiers, and OEM cost tiers map to Dolibarr Product with type=1. Serialized tracking (lot/serial numbers) maps to Dolibarr's batch/stock management module if enabled; otherwise we store serial numbers in a custom field. Bin location maps to fk_entrepot and we generate llx_product_stock entries per warehouse. We preserve stock levels and reorder points from e-Emphasys into Dolibarr's pmp (weighted average price) and seuil_stock_alerte fields.

Non-serialized parts export from e-Emphasys with vendor links, cost tiers, and pricing tiers. These map to Dolibarr Product records with type=1 (stockable), barcode from e-Emphasys part_number, and price tiers mapped to Dolibarr's price list architecture (llx_product_price per customer price list or tier). Reorder points migrate to seuil_stock_alerte.

e-Emphasys service work orders tied to equipment, technicians, and line items map to Dolibarr Interventions (if the Interventions module is enabled) or to Projects with Tasks. The equipment serial number becomes a link to the Product record via a custom field. Technician labor records map to Tasks with time spent in minutes and assigned to the User record matched by email. Parts used on the work order map to llx_fichinterdet line items. Warranty claim associations migrate as notes or custom fields if no native warranty module is active.

e-Emphasys rental contracts with daily/weekly/monthly billing tiers, equipment swaps, and early return conditions map to Dolibarr Contracts (llx_contrat). We extract rate schedules into an intermediate schema and flag any multi-tier billing configurations that exceed Dolibarr's flat-rate contract model. Equipment assignments map to the contract's linked Product records. Early return conditions and swap terms are documented in the contract note field for manual verification before go-live.

e-Emphasys whole goods sales orders and quotes linked to customer and equipment records map to Dolibarr Proposals (llx_propal) for pre-approval records and Commandes (llx_commande) for confirmed orders. Pricing tiers and OEM incentives migrate to llx_propaldet or llx_commandedet with the linked Product record resolved. Order status from e-Emphasys (quote, pending, confirmed, shipped, invoiced) maps to Dolibarr's statut andbilled fields.

e-Emphasys GL accounts, journal entries, and account balances export from the financial module preserving chart of accounts structure and period associations. Dolibarr's accounting module (when enabled) uses llx_accounting_account for the chart of accounts and llx_accounting_bookkeeping for transactions. We map e-Emphasys account codes to Dolibarr account numbers and preserve debit/credit amounts with the original transaction dates. Period and fiscal year associations are retained in the bookkeeping records.

e-Emphasys vendor invoices and payment records export with full vendor linkage and PO-to-invoice associations where they exist. These map to Dolibarr Supplier Invoices (llx_facture_fourn) and Purchase Orders (llx_commande_fournisseur). Vendor ThirdParty records are created or matched by vendor code and email during import. Payment records map to llx_paiement_fourn and link to the invoice via fk_paiement.

e-Emphasys customer invoices, payments, and AR aging data export with customer linkage and open balance status. These map to Dolibarr Customer Invoices (llx_facture) with client=1 and payments map to llx_paiement linked to the invoice via fk_paiement. Open invoice balances and payment history are preserved with the ThirdParty link. Aging data is not natively stored in Dolibarr but can be generated post-import from invoice due dates.

e-Emphasys employee records with labor rates, certifications, and branch assignments map to Dolibarr User records. We match technicians by email and map branch assignments to Dolibarr tags or warehouse (fk_entrepot) assignments. Labor rate categories migrate to a custom field rate_per_hour__c on the User record. Certifications and OEM training records are stored in the user's note field or a custom certifications__c field for manual verification.

e-Emphasys warranty records tied to serialized equipment and OEM claims preserve claim history and coverage periods. Dolibarr has no native OEM warranty tracking module, so we map coverage start/end dates to custom fields on the Product record (warranty_start__c, warranty_end__c, warranty_oem_code__c) and claim history to a Note attached to the Product. We document the original OEM code mapping for customer reference.

e-Emphasys user-defined fields across modules are identified during discovery and mapped to Dolibarr extra field tables (llx_propal_extrafields, llx_commande_extrafields, llx_societe_extrafields, etc.) if the CustomFields module is installed. For values that do not map directly, we generate a reconciliation report listing the e-Emphasys field name, Dolibarr target table and column, and a sample of the migrated values for admin verification.

e-Emphasys multi-location inventory and branch assignments map to Dolibarr Warehouses (llx_entrepot) if the stock module is enabled. Each e-Emphasys branch_id becomes a Dolibarr warehouse with its address stored in the warehouse record. If branch assignments are used only for organizational purposes (not inventory tracking), we use Dolibarr tags (llx_categorie) with a dedicated 'Branch' category instead.