Migrate from Genius ERP to Infor CloudSuite Corporate

Genius ERP Work Orders map to Infor CloudSuite Work Orders with job status, operations, assigned technicians, and real-time tracking preserved. We export Work Order headers and line-level operations in dependency order (header first, then lines) to satisfy the parent record constraint. Concurrent editing in Genius ERP is flagged during scoping: we identify high-frequency Work Orders and implement batch-locking before export to prevent mid-migration record modification. Work Order dates, quantities, and routing operations migrate directly.

Genius ERP multi-level BOMs with nested assemblies and subassemblies map to Infor CloudSuite BOM structures preserving the full hierarchy including CAD-linked component relationships and revision numbers. We handle BOM versions as date-effective records and map component operations and work centers to Infor's routing and capacity definitions. Multi-level BOMs are resolved recursively during the transform phase to ensure parent-child relationships are correctly established in the destination before any child record is inserted.

Genius ERP Job Costing tracks actual versus estimated costs per work order including labor, materials, and overhead allocations. We export the full cost ledger per job and map to Infor CloudSuite cost transaction records linked to the corresponding Work Order. Where Genius ERP uses a custom cost breakdown structure, we transform it into Infor's cost element schema (material, labor, burden, and overhead) and flag any cost centers that lack a direct Infor GL account counterpart for the customer's accountant to reconcile before go-live.

Items, stock quantities, warehouse locations, and reorder points migrate cleanly. We handle serial and lot number traceability where present. Open purchase orders are flagged separately because they represent commitments that must be reconciled with vendor and PO data from the Purchase Orders object before inventory is confirmed as accurate. Warehouse location mappings are preserved as Infor multi-bin assignments.

Customer records, contact information, and account hierarchies map directly to Infor CloudSuite Customer. Where Genius CRM fields differ from Infor's customer schema, we apply field-level mapping and preserve custom field values. The customer account is created in Infor before any related Sales Order or Work Order is imported, satisfying the parent-record dependency.

Sales Orders and Quotes in Genius ERP carry pricing, line items, and links to Work Orders. We preserve open order status and map the pricing structure to Infor's price list and discount matrix. Historical quotes that were never converted are scoped separately at the customer's direction and imported as Infor Quote records with a Won/Lost status reflecting the original Genius ERP state. Line items resolve to Infor Item numbers during the transform phase.

Open purchase orders migrate with vendor details, line items, expected delivery dates, and received-versus-ordered quantities. Vendor records must be present in Infor CloudSuite before Purchase Orders are imported to satisfy the vendor lookup. Closed POs are treated as historical records and scoped separately based on the customer's audit and financial reporting requirements. Received quantities that differ from ordered quantities are reconciled in the delta report before final import.

Genius ERP's G/L is intentionally lightweight with limited chart of accounts depth and no multi-entity posting. We export all posted journal entries, but flag the structural limitation: the chart of accounts may not map cleanly to Infor's multi-entity financial architecture. Journal entries that reference Work Orders or inventory movements are flagged as potentially orphaned because the link between production transactions and financial postings is not guaranteed to survive a direct field-to-field mapping. The customer's accountant must review and manually reconcile or re-post these entries in Infor CloudSuite post-migration.

User accounts, role assignments, and permission sets export from Genius ERP and map to Infor CloudSuite Users and Role assignments. Active versus inactive status is preserved. Because Genius ERP and Infor CloudSuite use fundamentally different role structures, we map permissions to Infor's role model with a reconciliation step where the customer's Infor administrator confirms role assignments before user provisioning is finalized. Users without a matching Infor account are held in a provisioning queue.

Genius ERP supports custom fields across major objects. Custom field definitions and their current values migrate together. We map field types (text, numeric, date, picklist) to equivalent Infor CloudSuite field types and create the corresponding custom fields in the Infor schema before any data import. Custom field values are imported as part of the parent record migration with the type mapping validated in the sandbox phase. Any custom fields that have no Infor equivalent are flagged for the administrator to configure as new fields post-migration.

Quality management records including inspection results, non-conformance logs, and lot traceability data are exported from Genius ERP with record headers and links preserved. Unstructured inspection notes and comments migrate as text fields on the corresponding quality record. Infor CloudSuite's Quality module uses its own record types and inspection templates; we map the Genius ERP record type to the nearest Infor equivalent and flag any quality records without a clear counterpart for the quality manager to review and reclassify post-migration.

Documents attached to Work Orders, BOMs, or Customers in Genius ERP are exported as binary files from the file share or REST API endpoint. We preserve the original filename and object association (Work Order ID, BOM revision, Customer account). Infor CloudSuite does not have a direct document import utility; we map attachments to Infor Document Management via Mongoose or store them as SharePoint-attached records with a documented naming convention and linking metadata for the administrator to finalize the Infor document management configuration.

Genius Field Services manages service calls, timesheets, and installations linked to Work Orders with real-time updates from tablets or phones. We export service call headers, time entries, material consumption, and equipment records. Infor CloudSuite Industrial does not include a native Field Service Management module in the base product; service records are mapped to Infor FSM (a separate product) or to Work Order-based service records in the manufacturing module depending on the customer's Infor FSM licensing. We document the mapping and flag any unresolvable service-specific fields for the administrator to configure in Infor FSM.

Genius ERP Operations define the steps within a Work Order and the work centers where each step is performed. We export Operations with step sequence, work center assignment, standard times, and setup times. Operations are imported as Infor CloudSuite routing operations linked to the migrated Work Order. Work center definitions (capacity, calendars, and alternate work centers) are created first to satisfy the routing dependency before Operations are imported.