Migrate from eFacto ERP to Infor CloudSuite Corporate

eFacto stores account codes and structures in a flat SQL-based COA with inactive account flags. We extract the account master including account code, description, account type, and GST/TDS registration codes, then map to Infor's hierarchical COA with segment support. Any inactive accounts in eFacto are flagged for reactivation in Infor before the COA migration step. Tax jurisdiction codes (GST SAC codes for services, HSN codes for goods) require re-mapping to Infor's tax configuration before AP/AR loads.

eFacto Customer records include billing/shipping addresses, payment terms, GST identification numbers, and credit limits. We deduplicate by phone and email during extraction, map to Infor's Customer master with Bill-To and Ship-To split if multiple addresses exist, and preserve GSTIN numbers in the Infor tax registration fields. Payment terms map to Infor Terms of Payment codes.

eFacto Vendor records mirror Customer structure with additional fields for PAN/TIN registration and banking details for TDS deduction. We preserve purchase terms, outstanding PO references, and vendor-specific GSTIN. Banking details for NEFT/RTGS transfer map to Infor's payment bank account configuration. TDS rates attached to vendor records require re-configuration in Infor's tax code setup.

eFacto Items carry SKU, description, unit of measure, cost, selling price, and current stock levels. We map Item types (Stock Item, Non-Stock Item, Service) to Infor Item types and preserve the eFacto SKU as the Infor Item Number. BOM structures for manufactured items are extracted as parent-component relationships and split into Infor's BOM and routing tables. Variant data (size, color, grade) splits into Infor's attribute schema if the destination edition supports configurable items.

We assign an agreed migration-as-of date and flag all open invoices and credit notes at that date. Partial payments are carried forward as open payment applications rather than being reset to zero. eFacto's GST adjustment entries for TDS deductions map to Infor's tax liability journal entries. We do not migrate fully closed periods; the destination opens its books at the migration-as-of date.

Open Sales Orders migrate with full line-item detail linked to the corresponding Customer record. Cancelled or fulfilled orders are archived in eFacto and not imported. Order hold status and credit-hold flags from eFacto map to Infor's order-hold codes. Pricing from eFacto's price lists carries forward as Infor order prices; any expired price lists are flagged for update during UAT.

Open Purchase Orders migrate with full line-item detail linked to the corresponding Vendor record. Receipt quantities received against each PO line are recorded so that Infor's receiving process can continue from the current state rather than re-receiving. Pending receipt quantities map to Infor's open PO quantity fields. Cancelled or fully received POs are archived and not imported.

eFacto POS receipts are stored in a separate transaction log from the accounting ledger. We aggregate daily POS transactions by store and map tender type (cash, card, UPI, wallet) to Infor's payment method codes. Cash sales aggregate to a daily sales receipt journal entry; card and digital payments link to corresponding payment gateway settlement records. Each POS receipt number is mapped to the corresponding Infor journal entry in a reconciliation table the customer uses for cash drawer auditing. Shift ID and cashier ID carry as reference fields.

Current stock quantities are extracted per warehouse and per batch/lot if batch tracking is active in eFacto. We set the stock-as-of date and import current quantities as Infor inventory on-hand records. Historical valuation entries (FIFO layers, moving average cost history) are not migrated; Infor recalculates inventory valuation from the open period forward using its own costing engine. Warehouse codes from eFacto map to Infor warehouse location codes; multi-store setups require location code configuration before inventory loads.

Employee master records from eFacto include designation, department, and salary structure details. We map pay structures to Infor's payroll configuration and do not migrate payroll transaction history, which belongs in the destination's payroll module. Active employee status, PAN numbers for TDS, and bank account details for salary disbursement transfer to Infor HRMS if included in the destination scope. Employees with terminated status before the migration date are archived and not imported.

eFacto stores attachments as BLOBs or file paths inside its SQL database with no documented public API to expose them as standalone files. We do not migrate attachments. We flag their location to the customer and recommend a parallel document migration using eFacto's direct SQL access or a vendor-assisted export. Attachments must be retrieved separately before the eFacto system is decommissioned.