Migrate from Exact Globe to Infor CloudSuite Corporate

Exact Globe Accounts map to Infor CloudSuite Business Partner records with a customer/vendor type distinction applied during extraction. Debtor accounts (AR) map to Business Partner with bp_type = Customer; Creditor accounts (AP) map to bp_type = Supplier. Address book entries, payment terms, VAT codes, and credit limits transfer as BP properties. The BP code in Infor CloudSuite is generated from the Exact Globe account code; we validate uniqueness before insert.

Exact Globe stores journal entries and their line items in separate but related tables. We extract entry-level metadata (date, journal, description) and line-level data (account, debit, credit, dimension) preserving the relationship via entry number keys. Tax codes, cost center references, and dimension values from Exact Globe require field-level mapping to Infor's account structure and cost element schema. Locked or reconciled periods are handled through date-range scoping agreed upon during discovery.

Sales and purchase invoices split into header and line tables in Exact Globe. We extract both, preserving the relationship via invoice number keys. Tax codes, payment terms, invoice status flags, and approval workflow states transfer to Infor AR/AP Invoice header properties. Line items carry item reference, quantity, unit price, and discount fields. We flag any invoices in open or partially paid status during extraction for the customer's accounting team to close or reconcile before the migration date.

Items (products, services, and variants) are a stable master-data object in Exact Globe. We extract item code, description, unit of measure, cost price, sales price, and item type (stock/non-stock/service). BOM associations carry forward as BOM links to product items. Warehouse-specific stock levels and bin locations are extracted for inventory initialization in Infor CloudSuite inventory tables.

BOMs define multi-level product structures with component items, quantities, and routing steps. Exporting BOMs requires recursive traversal of sub-assemblies in staged extraction passes. Each BOM level is mapped to an Infor CloudSuite BOM header with associated BOM lines, and any defined routing operations map to Infor routing steps. We preserve phantom BOM flags and BOM effectivity dates from Exact Globe.

Sales orders and purchase orders each split into header and line rows in Exact Globe. Order status (open, processed, invoiced) and back-order relationships are preserved through ID key mapping. Partial shipment flags and delivery schedules carry forward. We extract open orders first so that in-flight orders can be acknowledged in Infor CloudSuite before closed orders are imported as history.

Quotations are header-level documents with line items in Exact Globe. Conversion status (expired, converted to order) is stored as a flag and must map to Infor CloudSuite's quote lifecycle states. Quote validity dates and discount schedules transfer as header and line properties. We separate active/open quotations from expired quotations so that only relevant quotes are migrated as open opportunities.

Project accounting is embedded throughout Exact Globe's product line. We extract project headers, cost categories, billing methods, budget data, and project types. Project status (active, completed, on hold) carries forward. Project-related time entries are a separate object; we extract them with project and employee keys for resolution during Infor CloudSuite project cost loading. Date-range scoping applies to historical project cost postings.

HR data in Exact Globe covers employee records, compensation, and org structure. Effective-dated changes are stored transactionally, requiring careful sequencing during export to preserve historical pay rate and position changes. We extract current employee records for Infor CloudSuite HR initialization, and flag any historical compensation records that the customer wants to carry forward as HR audit history. Org structure maps to Infor's department and cost center hierarchy.

Contact persons are linked to Accounts but have independent records in Exact Globe. We extract name, role, email, phone, and address fields. Ownership and lifecycle-stage assignments map to custom properties in Infor CloudSuite. Contact person records are imported after Business Partner records so that the BP lookup relationship is satisfied at the moment of Contact insert.

The Chart of Accounts and all posted journal entries are available for export from Exact Globe. We handle account codes, descriptions, account groups, and posting history. Account type (balance sheet vs. P&L) maps to Infor account classification. Locked or reconciled periods require date-range scoping during the discovery call to manage export window sizes for high-volume GL histories.

Fixed asset records include acquisition cost, depreciation method, book value, and asset class. Depreciation schedules must be recalculated in Infor CloudSuite if the fiscal year calendar differs from Exact Globe's. We extract the current book values and accumulated depreciation as of a customer-defined cutoff date, and flag any assets with mid-period acquisitions or disposals for the customer's finance team to validate.

Exact Globe allows custom fields (text, long, double, date, bit) on 14 standard tables including Financial entries, Accounts, Invoices, Items, Orders, Projects, HR, and Contact persons. We catalog every custom field during discovery by table, field name, and field type, confirm the final schema with the customer, and pre-create matching custom fields in Infor CloudSuite before any data extraction. Field names cannot be changed and field types cannot be edited after creation in Exact Globe; we lock the mapping before the extraction phase begins.