Migrate from EBMS to Infor CloudSuite Corporate

EBMS Customer records export via the Customer Address for Mail Merge report or equivalent. They map to Infor CloudSuite Business Partner records with the customer name, address, payment terms, and credit limits carried across. BPartner type (Customer or Both) is set based on EBMS customer type flags. Custom fields on EBMS customer records require read-only SQL enumeration during data profiling before mapping; we add them to the export report or pull them from the source database if not UI-visible.

EBMS Products and Inventory Items export via inventory reports with fields including item number, description, unit of measure, cost, list price, stock levels, and serial number tracking. They map to Infor CloudSuite Item Master records with the correct stocking type (Stocked, Non-Stocked, Service) assigned based on EBMS product type. Multi-site EBMS deployments require site-level item records to be consolidated or mapped to the appropriate CloudSuite warehouse location. Units of measure and UOM conversion factors transfer directly if EBMS has them configured.

EBMS Sales Orders export via order reports with header-level fields (order number, customer, order date, terms, salesperson) and line-level fields (item, quantity, price, discount). We split headers and lines into separate export files to match CloudSuite's order header and order line table structure. Open orders (not invoiced) are prioritized in the migration; invoiced orders carry a reference to the original order number. Pricing and discount rules are preserved as line-level values, not computed, to avoid recalculation mismatches in CloudSuite.

EBMS Invoices linked to customers and sales orders export via AR aging and invoice reports. We separate open AR from historical AR using a cutover date; open invoices are migrated as open items in CloudSuite with payment terms, due dates, and aging carried across. Historical invoices are migrated as posted records with the original posting date preserved. Any partial payments or credit memos attached to invoices require line-level payment application mapping.

EBMS Purchase Orders export via PO reports with header and line splits matching the CloudSuite purchase order structure. Vendor references are resolved using the EBMS vendor mapping. Custom fields on PO headers or lines require explicit mapping to CloudSuite PO extension fields if the target edition supports them. Open POs are migrated as active records; closed POs are migrated as historical records with a closed status.

EBMS Vendor records export via vendor reports with contact details, payment terms, and purchasing terms. They map to Infor CloudSuite Vendor records with the vendor number, name, address, and terms preserved. Open AP vouchers export separately via AP aging reports and are loaded as open payables in CloudSuite with the vendor reference resolved before invoice import. Historical AP records transfer with the original posting date and invoice reference.

EBMS custom fields added via the Customization Designer and any developer-created database fields are enumerated during data profiling. We request read-only SQL access to the EBMS database to discover all custom field columns not visible in the standard report writer. Each custom field is typed (string, number, date, boolean, picklist) and mapped to the closest Infor CloudSuite equivalent field type. Fields with no CloudSuite counterpart are flagged in the written inventory for the customer's implementation team to configure post-migration.

EBMS eCommerce tiers (Essential, Select, Premium) synchronize products, availability, pricing, and images to the customer-facing website. We export product data via EBMS inventory reports and map to Infor CloudSuite Item Master records. If the customer deploys Infor Commerce or a third-party storefront, product data maps to the storefront catalog via ION. Sales history that may have been handled at the tier boundary (capped orders) is flagged as a potential data gap requiring customer confirmation.

EBMS B2B customer portal accounts carry price levels, payment terms, and credit visibility that map to CloudSuite Business Partner price lists and account-level configurations. We export portal account data and map the pricing tier assignments to the corresponding CloudSuite price list structure. Customer-specific pricing from EBMS requires extraction as a separate file and mapping to CloudSuite's price list detail rows per item.

EBMS Report definitions are a configuration artifact and do not migrate as code. We export the data that reports reference during the migration, but the report layouts themselves must be rebuilt in the destination. CloudSuite customers typically rebuild reports in Birst (Infor's embedded analytics platform), CloudSuite native dashboards, or SQL-based tools. We deliver a written report inventory listing every EBMS report, the data it pulls, and the recommended Birst or CloudSuite Analytics equivalent. This is an admin rebuild task, not a data migration task.