Migrate from Finesse ERP to Infor CloudSuite Corporate

Finesse Customer records map to Infor Customer master with address, contact, payment terms, credit limit, and tax ID preserved as native fields. Multi-address customer records are resolved by promoting ship-to and bill-to locations into separate Infor address roles. We use the customer number or tax ID as the dedupe key during import to prevent duplicate customer creation in Infor.

Finesse Vendor master records including bank details, W-9 information, and payment terms migrate to Infor Vendor. Multi-address vendor records are handled by promoting ship-from locations into separate Infor vendor address roles. Vendor number from Finesse becomes the Infor vendor ID with a validation check against Infor's address format requirements before insert.

Finesse GL account structure migrates to Infor General Ledger with full segment support preserved. We carry over account types, descriptions, intercompany account flags, and active versus inactive status explicitly to prevent post-migration posting errors. If Finesse uses a multi-segment chart of accounts, we map each segment to Infor's dimension structure before import.

Finesse Items carry manufacturing-specific attributes including BOMs, routings, work centers, and costing methods that vary in structure. We extract the item master record and map it to Infor's Item Master, noting where Finesse costing method (standard, average, job) maps to Infor's cost type configuration. Custom fields on items migrate as Infor user-defined fields attached to the item master.

Finesse BOM structures with multi-level component relationships map to Infor BOM and BOM Revision records. We preserve the BOM effective date, revision level, and alternate BOM flags. If Finesse uses phantom BOMs for sub-assemblies, we map these to Infor phantom item types. The BOM import runs after the Item Master and before Work Order creation to satisfy parent-item references.

Finesse routing data with operations, work centers, labor standards, and sequence numbers maps to Infor Routing and Work Center records. Work center codes from Finesse map to Infor Work Center IDs. If Finesse uses overlapping operations or parallel routing paths, we preserve these as alternate routings in Infor BOM Revision.

Finesse Projects aggregate jobs, costs, and milestones under a single project header. We extract project headers, status, cost variance fields, and project-level custom fields, then map them to Infor Project Accounting. Job cost lines embedded in the Finesse project are disaggregated and mapped to Infor cost entries tied to the project WBS.

Finesse Jobs represent the manufacturing execution unit and carry start dates, quantity, priority, and cost tracking. We extract job headers and line-level cost entries, mapping labor and material postings to Infor Work Order transactions. Open jobs (not yet closed) migrate as active Work Orders; completed jobs with cost history migrate as work order history records for audit.

Finesse open AP invoices and credit memos require careful mapping of vendor references and payment terms. We export open AP as line-item detail rather than summary balances to preserve aging accuracy in Infor. Vendor invoice numbers, invoice dates, due dates, and payment terms carry forward. Any AP records with hold or dispute flags are flagged for manual review before destination activation.

Finesse open customer invoices and unapplied payments migrate with full aging detail. We export line-item detail rather than summary balances to preserve aging accuracy at the destination. AR records with nested dispute or credit hold flags from Finesse are flagged for manual review before Infor activation. Unapplied customer payments map to Infor payment records linked to the open invoice.

Finesse on-hand quantities by location and lot number migrate to Infor Inventory by site and location. We flag any negative quantities or quantities below safety stock for pre-migration reconciliation. Lot and serial number tracking attributes migrate to Infor's lot master if Finesse uses lot control. If Finesse stores inventory valuation (standard cost, average cost), we map this to Infor's cost layer configuration.

Finesse user-defined fields on master and transaction records migrate as Infor user-defined fields attached to the equivalent entity. We export all custom field definitions alongside their values during the discovery phase, then map them to Infor's user-defined field framework during schema configuration. Custom field data type mapping (text, numeric, date, dropdown) is preserved to avoid type coercion errors at the destination.