Migrate from IMPulse ERP to Epicor Prophet 21

IMPulse ERP Items (finished goods, raw materials, semi-finished stock) map to Epicor Part records with PartUOM unit-of-measure conversions and cost layers transferred to PartCost. Non-standard UOM definitions stored as custom fields in IMPulse ERP require Epicor UD Column creation before Part import. We flag any IMPulse Item flagged as discontinued and set Part.InActive = true in Epicor to preserve historical traceability without surfacing inactive parts in searches.

IMPulse ERP BOMs with version-controlled revisions map to Epicor PartRevision records with explicit revision codes, approval dates, and effective-from/to dates. Components of each BOM revision map to PartMtl records with the PartNum, MtlPartNum, QtyPer, and EstScrap fields preserved. Orphan component links (components pointing to discontinued Items no longer in the revision) are flagged during extraction and escalated before the PartRevision load begins. Epicor requires PartRevision approval before JobMtl can reference it.

IMPulse ERP Production Orders with routing steps and work-center assignments map to Epicor JobHead (order header), JobOper (operation steps with Resource and ResourceGroup assignments), and JobMtl (material allocations). Open production orders migrate as JobHead with JobEngineered = TRUE and JobReleased = TRUE so the Epicor MES module can consume them immediately. Closed production orders migrate as read-only Job records with JobFirm = FALSE and a completed status; Epicor's PartTran history carries the costing trace for closed jobs.

IMPulse ERP Work Center definitions (capacity, calendars, and routing dependencies) map to Epicor ResourceGroup (the logical grouping, e.g., Assembly Line A) and Resource (the individual machine or labor resource). ResourceGroup must exist before JobOper can reference it. We extract calendar definitions from IMPulse ERP and create Epicor ResourceCal records with the same shift patterns and exception days. Capacity-flag hours transfer to Resource.MoveHours, SetupHours, and ProdHours as applicable.

IMPulse ERP Warehouse definitions, bin structures, and stock-location mappings transfer 1:1 to Epicor Warehouse and Bin records. Stock quantity balances are migrated as a separate WhseBin inventory snapshot (PartBin table in Epicor) after the Warehouse and Bin definitions are loaded. We validate that total on-hand quantities match the IMPulse ERP stock ledger before marking the inventory phase complete.

IMPulse ERP Customer master records and contact data migrate to Epicor Customer with ShipTo and BillTo addresses preserved as separate records where applicable. We run duplicate detection on CustomerNum and CustID before insertion and flag overlapping records for the customer's Epicor administrator to resolve. Payment terms, credit limits, and tax exempt flags transfer to the corresponding Customer fields.

IMPulse ERP Vendor master and contact data migrate 1:1 to Epicor Vendor. Remit-to addresses, payment terms, and PO Hold flags preserve as native fields. We map IMPulse ERP vendor IDs to Epicor's VendorNum and validate that the Chart of Accounts references on the vendor's AP account field are present in the Epicor GL before vendor records are inserted.

Outstanding AR invoices and AP vouchers require careful balance verification across the GL. We extract open invoice amounts, aging buckets, and due dates from IMPulse ERP and load them into Epicor's AR InvoiceHed/InvoiceDtl and AP InvoiceHed/InvoiceDtl tables with linked GL account distributions. We validate that total AR and total AP open balances match the IMPulse ERP trial balance within a 0.01 tolerance before committing. Credit memos and pre-payments migrate as negative invoice amounts.

IMPulse ERP transaction history is voluminous and requires date-range filtering based on the customer's reporting retention policy. Open transaction history (last 2-3 fiscal years) maps to Epicor PartTran (inventory movements) and GLTran (general ledger postings) with TranDate, TranQty, TranCost, and GLAccount preserved. Epicor imposes batch-size limits on GLTran inserts; we chunk transactions by fiscal period and apply Epicor's GL posting validation rules per batch.

IMPulse ERP account codes, descriptions, and classification (asset, liability, equity, revenue, expense) map directly to Epicor GL Account records. We extract the full COA from IMPulse ERP and load it into Epicor's Chart of Maintenance before any AR/AP or inventory transactions are posted. Intercompany and consolidated accounts require parent-account re-mapping based on the Epicor segment structure defined during implementation.

HR/Payroll migration from IMPulse ERP involves effective-dated compensation records, tax withholding configurations, and accrual balances. We treat this as a separate migration phase because Epicor's HR module has distinct effective-date and approval workflows. Employee master data (name, address, department, pay type) migrates to Epicor Employee; historical accrual balances and tax withholding codes migrate to EmpBasic and related HR tables with effective dates preserved.

IMPulse ERP custom fields on Items, BOMs, Production Orders, Customers, and Vendors require pre-creation of corresponding UD Columns in Epicor Kinetic via the Customization Editor before the main object migration runs. We extract all custom field definitions from IMPulse ERP during discovery, map their data types to Epicor UD Column types (character, number, date, checkbox), and deliver a UD Column creation script to the customer's Epicor administrator. Custom field values load as key-value pairs attached to the standard object records during the main migration phase.