Migrate from Grade to Infor CloudSuite Corporate

Grade's account structure requires a live instance audit to determine whether it uses a unified chart-of-accounts or separates vendor records from customer accounts. Infor CloudSuite maintains Supplier records in the Accounts Payable module with fields for Tax ID, payment terms, and remittance address. We resolve the source account type flag during scoping and map to the appropriate Infor business partner table.

Customer records map to Infor CloudSuite's Customer master with address hierarchy (ship-to, bill-to), credit limit, and payment terms. The Grade customer identifier becomes the Infor Customer Number; we preserve the original Grade ID in a custom field for cross-system reference during the transition period.

Grade item or product records map to Infor CloudSuite Item master. Unit of Measure, stocking dimensions, cost, and price fields transfer directly. If Grade supports lot/serial tracking or BOM structures, we map these to Infor's Lot/Serial Number and Bill of Materials tables. Item type (stocked, non-stocked, service) is preserved as an Infor Item Type code.

The Grade general ledger chart of accounts maps to Infor CloudSuite's COA structure. Account number, description, account type (Asset, Liability, Equity, Revenue, Expense), and posting control definitions transfer. We verify that Grade's fiscal year structure aligns with Infor's fiscal calendar configuration before import.

Grade purchase orders map to Infor CloudSuite PO records with vendor line items, quantities, prices, and delivery dates. Open PO status must be resolved: Grade's status values map to Infor's Hold, Released, and Closed PO states. We migrate only open and partially received POs; closed POs transfer as historical records without line-item reload.

Grade sales orders map to Infor CloudSuite Sales Order records with customer reference, ship-to address, line items, and pricing. We resolve the mapping between Grade's order status and Infor's Order Status workflow (Quote, Entered, Released, Shipped, Invoiced). Open orders migrate with remaining quantities; fulfilled orders transfer as historical records.

Grade accounts payable invoices map to Infor CloudSuite Voucher records, and AR invoices map to Invoice records. We verify payment terms, tax codes, and GL distribution mapping before posting. Grade's invoice numbering convention is preserved in a custom reference field to maintain audit trail continuity.

Grade inventory movements (receipts, issues, transfers, adjustments) map to Infor CloudSuite Inventory Transaction records with warehouse, item, quantity, cost, and transaction date. We preserve the original Grade transaction ID in a custom field. Inventory balances migrate as opening quantities rather than reconstructing every historical adjustment.

Grade user accounts map to Infor CloudSuite Employee records and associated User accounts for system access. We resolve Grade user roles to Infor security groups and form authorizations using Infor's DataMap license spreadsheet. Active status is preserved; inactive users are provisioned as inactive in Infor for historical reference.

Grade user-defined fields attached to any standard object (Customer, Item, PO, etc.) map to Infor CloudSuite extended field definitions. We pre-create the destination custom fields with appropriate data types before any record import. Note that Infor M3 uses Java-based field extensions which require specialized consultant knowledge versus SyteLine's Mongoose approach.

Any Grade workflows, approval chains, or automated processes do not migrate. We deliver a written inventory of every active Grade automation with its trigger, conditions, and actions for the customer's Infor implementation team to rebuild in CloudSuite. This inventory is generated from the live Grade instance audit during scoping.