Migrate from Foundry Bean to Infor CloudSuite Corporate

Foundry Bean accounts organized by Balance Sheet and Income Statement categories map directly to CloudSuite chart of segments and codes. Each account code, type, and currency assignment maps to a corresponding CloudSuite Company and Site combination. If Foundry Bean uses multiple subsidiaries, each subsidiary's chart maps to a separate CloudSuite Company code, and we flag any accounts with intercompany transaction flags for consolidation rule configuration.

Foundry Bean Customer records with addresses, payment terms, and currency assignments map to CloudSuite Business Partner records with Customer role. Payment terms code, credit limit, and tax category transfer to the CloudSuite BP master. Customer balances for open AR migrate as initial aging entries. If Foundry Bean stores customer-specific pricing tiers, these map to CloudSuite price lists attached to the BP.

Foundry Bean Vendor master records with addresses, banking information, and payment terms map to CloudSuite Business Partner records with Vendor role. 1099 reporting flags, W-9 status, and tax categories transfer to the BP master. Open purchase orders tied to the vendor migrate as PO header and line records with PO-to-invoice linkage preserved for procure-to-pay audit trails.

Foundry Bean Employee records including compensation history, organizational assignments, and benefits map to CloudSuite Employee master. Effective-dated compensation changes require sequencing: current salary and status load first, then historical compensation records apply in date order. If Foundry Bean stores organizational hierarchy, we map to CloudSuite's cost center and department structure.

Foundry Bean Items with inventory tracking across multiple warehouses map to CloudSuite Item master with warehouse-specific stock levels. Item costing method (FIFO, average, standard) transfers to CloudSuite costing configuration. Custom pricing tiers stored as nested structures in Foundry Bean require flattening to CloudSuite price list entries per item. Any lot or serial number tracking settings map to CloudSuite inventory parameters.

Foundry Bean sales invoices, recurring invoices, and subscription-generated invoices map to CloudSuite A/R Invoice records. Invoice-to-payment linkage and aging data preserve in CloudSuite via the payment document matching process. Invoice status from Foundry Bean (open, closed, void) maps to CloudSuite document status and payment status fields. Prepayments and credit memos transfer as separate payment document types.

Foundry Bean vendor invoices map to CloudSuite A/P Invoice records. The PO-to-invoice relationship from Foundry Bean purchase orders is preserved through CloudSuite's land-in-transit and invoice matching workflow. Prepaid invoices and credit memos transfer as separate document types. Vendor invoice approval workflow state is captured as a flag since CloudSuite manages approvals through its own approval engine.

Foundry Bean expense reports auto-convert to vendor invoices upon approval. We extract expense report records with approval state preserved, then create CloudSuite AP invoices linked to the employee as the vendor. A suppression flag is set on any Foundry Bean-generated invoice record that resulted from the auto-conversion to prevent duplicate liability entry. The employee BP record carries the expense settlement relationship.

Foundry Bean subscriptions with flat-fee, usage-based, volume, and tiered pricing map to CloudSuite Contract header records with attached billing schedules. Tiered pricing definitions stored as nested start-threshold, end-threshold, and per-unit rate objects are flattened into individual billing schedule line entries per tier band. Active subscription status and billing frequency transfer to the contract terms. We flag any subscription relying on tier stacking for customer admin review.

Foundry Bean Contract records with revenue recognition schedules map to CloudSuite Contract management. The recognition method (milestone, time-based, percentage-of-completion) transfers to CloudSuite's ASC 606 configuration. Contract-to-subscription linkage is preserved through the CloudSuite contract header. Recognition start dates and amounts map to the contract revenue schedule lines. We confirm recognition method compatibility during scoping.

Foundry Bean ASC 606 schedules are derived from contract terms and subscription billing rather than stored as independent records. We extract the contract terms, billing amounts, and recognition method from Foundry Bean, then regenerate recognition schedules in CloudSuite's contract revenue management based on those parameters. If Foundry Bean exposes schedule records, we import them as read-only reference alongside the recalculated CloudSuite schedules for audit trail.

Foundry Bean purchase orders linking vendors to items map to CloudSuite Purchase Order records with header and line structure. PO status (open, partial, closed) transfers to CloudSuite document status. The PO-to-invoice relationship preserves through CloudSuite's land-in-transit matching. Released and planned POs both migrate; closed POs with remaining history migrate as reference records without affecting open liability.

Foundry Bean bank and credit card accounts with real-time balance and reconciliation data map to CloudSuite Payment Terms and G/L account mappings. Account numbers, bank routing details, and opening balances transfer to the payment configuration. Auto-reconciliation rules from Foundry Bean require manual rebuild in CloudSuite's payment matching configuration.

Foundry Bean journal entries from bank reconciliation, invoice processing, and manual entries map to CloudSuite Journal Entry records with line-level debit and credit accounts. Debit and credit amounts, transaction dates, and reference numbers transfer directly. Adjustment entries and closing entries migrate with their original effective dates for fiscal year audit continuity. We recommend limiting historical GL import to 1-2 years and archiving the remainder per CloudSuite performance guidance.

Foundry Bean custom objects catalogued during discovery map to CloudSuite user-defined tables (UDTs) or custom extensions built on Mongoose. Each custom object requires schema mapping: Foundry Bean field types (string, number, date, lookup) map to CloudSuite equivalent column data types. Custom object relationships to standard objects (Customers, Vendors, Items) map to CloudSuite UDT foreign key columns. We pre-create the destination schema before any data import and flag any Foundry Bean custom object that has no CloudSuite equivalent for customer admin review.