Migrate from Grade to Epicor Prophet 21

Grade Companies or Accounts map to Epicor Customer records with separate BillTo and ShipTo contact and address structures. We create a Customer record for each Grade Company, then generate a ShipTo record for each unique shipping location found in Grade's address records. The BillTo record carries the primary contact and billing address. ShipTo records reference the Customer as the parent via CustNum and are ordered by ShipToNum sequentially.

Grade Vendors map to Epicor Supplier records. We map the vendor name to Supplier.Name, the vendor code to Supplier.VendorID, and the primary contact address to Supplier.Address fields. POrel records in Epicor reference Supplier by VendorID, so this mapping must be validated before any Purchase Order import begins.

Grade Part or Product records map to Epicor Part master with Part.Number, Part.TypeCode, Part.IUM (inventory unit of measure), and Part.ProdCode (product group). We derive PartWhse records for each site in the destination Epicor org during import. Any Grade unit-of-measure conversions map to PartUOM records. Standard cost and current cost from Grade transfer to PartWhse.LbrBurdenCost, PartWhse.LaborCost, and PartWhse.MaterialCost.

Grade BOMs map to Epicor CoPart (configurator Part) records with the parent Part as CoPart.PartNum and each component as CoPart.MtlPartNum. Revision and alternate methods from Grade map to CoPart.RevisionCode and CoPart.AltMethod. Multi-level BOMs require explosion during scoping: each sub-assembly BOM becomes a separate CoPart record linked to the parent CoPart.PartNum. We run BOM explosion in a pre-migration transform step before Epicor DMT ingestion.

Grade Job or Work Order records map to Epicor Job records created via the JobEntry business object or DMT. The Grade job number becomes JobHead.JobNum, the job type maps to JobHead.JobType, and StartDate and DueDate transfer to JobHead.StartDate and JobHead.DueDate. Material components from Grade job lines map to JobMtl with JobMtl.MtlPartNum, JobMtl.QtyPer, and JobMtl.IssueMethod (manual or backflush). Operations map to JobOper with JobOper.OprSeq, JobOper.OpCode, and JobOper.EstHours. JobOper dependency chains (NextOprSeq) are resolved before import to prevent orphan operations.

Grade Purchase Orders map to Epicor POPOHeader with POLine detail records and POrel release records. The Grade PO number becomes POPOHeader.PONum, vendor reference maps to POPOHeader.VendorNum, and terms map to POPOHeader.TermsCode. Line items become POLine records with PartNum, Quantity, and UnitCost. POLine.Approve = true is set where Grade PO status indicates approved. POrel records are created for each scheduled delivery against a POLine.

Grade Sales Orders map to Epicor OrderHed and OrderDtl records. The Grade order number becomes OrderHed.OrderNum, the customer reference maps to OrderHed.CustomerPO, and the order date transfers to OrderHed.OrderDate. Line items become OrderDtl with OrderDtl.PartNum, OrderDtl.OrderQty, and OrderDtl.UnitPrice. If Grade ships partial quantities, OrderDtl.TaxCategory and OrderDtl.SellingFactor are preserved. Open orders vs closed orders are distinguished by OrderHed.OpenOrder flag.

Grade inventory balances map to Epicor PartWhse records by site (WarehouseCode). We set PartWhse.OnHandQty to the Grade stock quantity, and PartWhse.MinimumQty and PartWhse.MaximumQty to any min-max parameters found in Grade. Historical stock movements from Grade transfer as PartTran records with TranDate, TranQty, and TranType (adjustment, receipt, issue) for audit trail completeness.

Grade Employee records map to Epicor EmpBasic with EmpBasic.Name, EmpBasic.EmailAddress, EmpBasic.Phone, and EmpBasic.DepartmentCode. The Grade employee ID becomes EmpBasic.CardID for badge or time-clock integration. Active vs inactive status from Grade maps to EmpBasic.ProductionEmployee. Labor rates from Grade populate EmpBasic.HourlyRate if time-tracking is in scope.

Grade custom fields and user-defined data map to Epicor's User Defined Data tables (UD01-UD30) with Key1 as the primary record reference, Key2 and Key3 as secondary keys, and Character01-Character20, Number01-Number20, Date01-Date10, and CheckBox01-CheckBox20 fields carrying the actual values. We inspect Grade's actual custom field definitions during discovery to build the field-level mapping before UD table ingestion. UD table sequences must be set correctly to satisfy Epicor's Key1 uniqueness constraint.

Grade file attachments (PDFs, images, exported reports) map to Epicor's document management or an external archive linked via a URL reference in a custom field or the Part.Safetycert field. Epicor's native document storage does not handle bulk attachment migration efficiently; we extract attachments from Grade, package them as a file tree, and deliver them alongside a mapping CSV that links each attachment to its parent record (Part, Job, PO, SO, Customer, or Supplier) with the correct Epicor document key.

Grade GL account codes and descriptions map to Epicor GLAccount records with GLAccount.Account and GLAccount.Description. Account types (Asset, Liability, Equity, Revenue, Expense) map to GLAccount.TypeCode. Segment values in Grade's chart of accounts transfer to Epicor GLAccount with segment separators matching the destination COA structure. Account balances migrate as GLJrnLine records in a separate post-schema entry.