Migrate from Gauss Box ERP to Epicor Prophet 21

Gauss Box stores account hierarchies within the accounting module. We map account codes and segment structures to Epicor Kinetic's Chart of Accounts, preserving inactive account flags and account types. JOPPD-specific accounts (payroll tax and contribution codes) require explicit mapping to Epicor's tax and deduction code tables. If Gauss Box uses multi-segment account codes (e.g., 4-4-2-2), we configure Epicor COA segment definitions before import.

Gauss Box Contacts module with customer type migrates to Epicor Customer records. The customer address, payment terms, and credit limits transfer directly. Custom Attribute Set fields on customer records become Epicor Extended UDFs with customer sign-off on data type mapping (date vs. datetime, single-select vs. free-text). Customer-specific pricing tiers from Gauss Box map to Epicor Customer Price Lists.

Gauss Box Contacts module with vendor type migrates to Epicor Vendor records. We preserve the vendor address, payment terms, W-9/tax registration fields, and any Custom Attribute Set values as Epicor Extended UDFs. Inactive vendor records are flagged during pre-migration audit and mapped to a Vendor Status of Inactive in Epicor rather than deleted.

Gauss Box Items map to Epicor Part records with SKU, unit of measure, and standard cost preserved. We flag duplicate SKUs and inconsistent naming conventions during pre-migration audit and resolve them against a customer-approved alias table. Gauss Box product categories map to Epicor Product Groups. If Gauss Box uses multiple units of measure (each, box, pallet), we configure Epicor's UOM class before Part import. Inventory balances at cutover date become Epicor PartBin initial quantities.

Gauss Box Work Orders (planning through invoicing loop) map to Epicor Job records. We preserve Work Order status, line items, material requirements, and assignee data. Open Work Orders at cutover migrate as Epicor Jobs in the appropriate Job status (complete, in-process, or released). Historical Work Orders migrate as closed Job records with actual labor and material costs. Custom Attribute Set fields on Work Orders become Epicor JobOper and JobMtl Extended UDFs.

Gauss Box Projects with activity logs and subtask hierarchies map to Epicor Project Management WBS (Work Breakdown Structure) entries. Project timelines, assignees, and status transfer directly. Activity logs from Gauss Box migrate as Epicor Project Task comments with a historical flag. Epicor's Projects module supports both discrete Job linking and milestone billing; we configure the appropriate Project type during scoping based on whether the customer uses project-based billing or just project tracking.

Gauss Box Employee records (departments, branches, roles, room reservations, live status) map to Epicor Employee. Employment data including department assignments and branch locations transfer directly. Gauss Box role definitions are mapped to Epicor Security Groups during migration, though role semantics differ between platforms and may require manual adjustment for fine-grained permissions.

Gauss Box JOPPD compliance records and automatic payroll calculations map to Epicor HCM Payroll (or Epicor Payroll for Kinetic Cloud if the customer licenses it). JOPPD-specific fields (Croatian payroll tax codes, contribution rates, and submission fields) require explicit EU compliance mapping to Epicor's country-specific payroll configuration. We do not replay historical payroll journal entries; instead, we migrate opening balances (accrued vacation, tax withholdings) as Epicor Payroll initialization records. Time entries from Gauss Box Log In module migrate as Epicor Labor records linked to the relevant Job or Project.

Gauss Box Documents (inbound, outbound, templated with custom statuses) migrate as Epicor Attachments and Electronic Document Management (EDM) records. Document binary files transfer separately from metadata. We map Gauss Box document statuses to Epicor Document Type classifications. Document templates are not migrated as templates; we deliver a list of template names and field positions for the customer to rebuild in Epicor.

Gauss Box Equipment with QR code identifiers and warehouse locations maps to Epicor Resource (for equipment used in production) and Tool records. QR code identifiers transfer as Epicor Resource characteristics. Equipment assigned users and location data migrate as Resource Group assignments and warehouse Plant locations.

Gauss Box Custom Attribute Sets create organization-specific custom fields across modules. We enumerate all custom attributes during scoping, classify them by data type (date, datetime, text, single-select, multi-select), and create corresponding Epicor Extended UDFs with validation rules before any data import. Multi-select attributes in Gauss Box map to Epicor Character01-10 or UDF list fields depending on the target Epicor version. Customer sign-off is required before loading data with transformed custom fields.

Gauss Box User roles control access levels across modules. We map role definitions to Epicor Kinetic Security Groups and Roles, but role semantics differ significantly between platforms. We deliver a written role mapping inventory with the customer's admin reviewing each permission mapping. Gauss Box role-based field access does not migrate and must be reconfigured in Epicor Kinetic's field-level security model.

Gauss Box 50+ dashboard widgets are platform-specific visualization layers with no meaningful Epicor Kinetic equivalent. We do not migrate dashboard configurations. We deliver a written inventory of widget names, data sources, and filter logic for the customer's Epicor admin to reference when rebuilding dashboards in Epicor Kinetic's dashboard framework.

Gauss Box Log In module tracks working hours via QR code terminals and stores attendance summaries. These migrate to Epicor Labor records linked to the relevant Job or Project. QR code check-in timestamps become Epicor Labor Punch records with clock-in and clock-out times. Attendance summaries migrate as Epicor Time and Expense records with a historical flag.