Migrate from Guardian Software to Infor CloudSuite Corporate

Guardian Customer records map to Infor CloudSuite Business Partner with role = Customer. Address, contact details, and customer classification transfer directly. We use Business Partner Code as the dedupe key during import and map Guardian customer type codes to Infor's Business Partner Type classification. Multi-site customer hierarchies in Guardian map to separate Business Partner addresses under a single parent Business Partner in Infor.

Guardian Production Order is the core manufacturing transaction in the foundry context, including order status, quantity, schedule dates, and work center routing. These map to Infor CloudSuite Job (M10) or Work Order depending on the customer's CloudSuite configuration. We preserve the original production order number as a reference field, map Guardian status codes to Infor Job Status values, and transfer quantity and scheduling dates directly.

Guardian raw materials, alloys, and finished castings map to Infor CloudSuite Item master records with Inventory management enabled. Unit-of-measure conversions and location/bin assignments transfer via the Item Warehouse (M011) table. We validate UoM consistency between Guardian and Infor before insert and flag any Guardian lot-tracking or serial-number configurations that require Infor's lot control setup.

Guardian inspection results, non-conformance reports, and certificates of conformance map to Infor CloudSuite Quality Management records. The schema supports linked test data and attachments; we export quality codes and disposition statuses and map them to Infor's Quality Code and Disposition fields. Complex inspection routing configurations are flagged as requiring post-migration Infor Quality configuration review.

Guardian machines, furnaces, and tooling assets with maintenance schedules, depreciation data, and location assignments transfer as Asset Master records to Infor CloudSuite. We map Guardian asset classification codes to Infor Asset Category codes, preserve depreciation data in the Financials integration, and flag any preventive maintenance schedules that require recreation in Infor Asset Management.

Guardian work center routing (step-by-step routing through work centers with labor hours, machine hours, and sequence) maps to Infor CloudSuite Operation Master records attached to the Item's Bill of Material. Foundry process-type routing structures vary, so we validate step count and cycle-time estimates against Infor's operation standard times. Multi-work-center sequences require routing split validation before insert.

Guardian engineering drawings, batch sheets, and compliance certificates stored as file attachments export alongside parent records. We re-associate documents in Infor CloudSuite Document Management by linking them to the corresponding Job, Item, or Business Partner record. Filename preservation is maintained for traceability; file format conversions (e.g., legacy formats) are flagged for IT team handling.

Guardian user accounts with role-based access control map to Infor CloudSuite User accounts. Role names and permission sets differ between platforms, so we create a role mapping table during scoping. We recommend a post-migration access review workshop with the customer's admin to realign Infor role structures to the foundry's operational security requirements.

Guardian account codes and cost-center structures for financial integration map to Infor CloudSuite Financials Chart of Accounts. Foundry-specific cost pools (scrap cost, rework cost, tool wear) require explicit account-code mapping to ensure GL continuity. We build a cost-pool-to-Infor-GL-account mapping matrix during scoping and validate account code ranges before opening transactions in Infor.

Guardian user-defined fields on standard objects for foundry-specific tracking map to Infor CloudSuite user-defined fields. We extract UDF names, data types, and picklist values, then recreate them in Infor using Infor's field management tools. Complex formula fields or calculated UDFs in Guardian may require reconfiguration in Infor's expression engine and are flagged for the customer's functional team.

Guardian historical journal entries for cost accounting and period closes transfer as Infor CloudSuite GL Journal entries. We extract entry headers and line items, map account references through the Chart of Accounts mapping, and preserve reversing entry flags and adjustment indicators where supported. Closed periods are marked as posted in Infor to prevent accidental editing.

Guardian open and closed Purchase Order headers with line items, quantities, prices, and vendor assignments transfer to Infor CloudSuite Purchase Orders. We remap Guardian vendor cross-references to Infor Business Partners with role = Supplier, and validate PO line item schedules against Infor's PO receiving workflow. Closed POs are imported as historical records; open POs retain their approval and receiving status for continuation.