Migrate from Epicor Prophet 21 to Dolibarr ERP

P21 customer records from the customer table map to Dolibarr Third Party (Societe) with type=T. Ship-to addresses from the address table map to Dolibarr address records linked via the fk_adr_shipping foreign key. Credit limits and pricing tiers from P21 map to Dolibarr's customer-specific price levels. We preserve the P21 customer_id as a reference field and use it as the dedupe key during import to prevent duplicate third parties.

P21 vendor records from the vendor table map to Dolibarr Third Party with type=F. Vendor payment terms and buyer assignments map to Dolibarr's terms_delay and mode_reglement fields. The supplier_part_no cross-reference from P21's supplier_x_item table migrates to Dolibarr's product supplier references for replenishment linkage.

P21 inv_mast records map to Dolibarr Product (Article) with type=1 for stockable items. Part numbers map to ref, descriptions to label, and product_group_id to the Dolibarr category via fk_categorie. UOM data from unit_of_measure maps to Dolibarr's weight and volume units. Replenishment method and min-max settings do not have native Dolibarr equivalents and are documented as manual configuration items post-migration.

P21 inv_loc records carry qty_on_hand, qty_allocated, reorder_point, and location_id per warehouse. We split these into Dolibarr Warehouse records (one per P21 warehouse) and Stock movement entries linked via fk_entrepot. Multi-warehouse setups in P21 create multiple inv_loc rows per item that consolidate into Dolibarr's per-warehouse stock ledger.

P21 bin_loc and primary_bin_flag from inv_bin map to Dolibarr Stock Location records linked via fk_stock. Cross-dock configurations from P21 are documented as a configuration note because Dolibarr's standard stock module handles pick-pack-ship workflows through the warehouse module rather than dedicated cross-dock logic.

P21 OrderHead and OrderDtl tables map to Dolibarr Commande client header and lines. The P21 order_no becomes the ref_ext field for traceability. Open orders (not yet shipped or invoiced) migrate as active Dolibarr orders; historical orders migrate as archived orders with the original order date preserved. We flag partially allocated orders with a note so the customer's team can complete allocation in Dolibarr.

P21 POHeader and POLine records map to Dolibarr Commande fournisseur. Vendor pricing and lead times from POLine migrate to Dolibarr's supplier price rows on the linked Product record. Partially received POs are flagged with a receipt status note so the purchasing team completes receipt transactions in Dolibarr's incoming shipment workflow.

P21 QuoteHed and QuoteDtl records map to Dolibarr Propal. Expiration dates migrate to the fin_validite field and status maps to the Dolibarr statuts (Draft, Open, Signed, Closed). Expired quotes are flagged with a status note for the sales team to review before converting to orders in Dolibarr.

P21 lot/serial tracking linked to inv_mast and transaction history migrates to Dolibarr's lot/serial number module. We preserve lot number, expiration date, and FIFO cost layer where available. Full traceability chains (lot-to-receipt-to-issuance) migrate as Lot records with embedded stock movement history, so inventory valuation and shelf-life tracking remain auditable in Dolibarr.

Open receivables from P21 invoice tables migrate to Dolibarr Facture client with status unpaid. Partially paid invoices carry the remaining balance and a payment status note. We sequence AR migration after customer records are loaded so fk_soc references resolve at insert time. Payment history migrates as Dolibarr Paiement objects linked to the invoice.

Open payables from P21 voucher tables migrate to Dolibarr Facture fournisseur with status unpaid. The vendor reference number maps to ref_supplier for reconciliation. Partially paid vouchers carry remaining balances and are flagged for the accounts payable team to complete payment runs in Dolibarr.

P21 GLAccount records map to Dolibarr's Plan Comptable (French PCMN or custom chart). The full account code string from P21's segment structure migrates as the account number in Dolibarr. Account labels and category assignments (asset, liability, equity, revenue, expense) map to Dolibarr's account_type and label fields. Multi-segment account codes in P21 require flattening during extraction because Dolibarr uses a single account code dimension.

P21 user accounts and role assignments from the user and territory tables map to Dolibarr User records. Role-based permissions in P21 do not map directly to Dolibarr's permissions model; we document the permission matrix as a configuration handoff so the customer's Dolibarr admin sets up the equivalent permission groups post-migration. Employee records with contact details migrate as Dolibarr User records with the associated contact information.