Migrate from Industry Software to Infor CloudSuite Corporate

Industry Software frequently stores Customers and Vendors in a single party or contact table without role differentiation. We split the source records into Infor Business Partner entities with the appropriate role flag (Customer, Vendor, or Both). The source party identifier becomes the Business Partner ID; physical address, tax ID, payment terms, and credit limits migrate to the corresponding BP address and financial tabs. Records without a clear role assignment enter a reconciliation queue for the customer's finance team to resolve before load.

Industry Software typically uses a flat account structure with one segment. Infor CloudSuite enforces a hierarchical Chart of Accounts with company, cost center, and account segments. We design the account hierarchy during scoping, mapping each flat Industry Software account to a segmented Infor account code. The mapping document specifies which source accounts roll up to which cost center segments and whether intercompany or segment balancing is required.

Open receivables from Industry Software migrate as Infor AR open items with document type, invoice number, customer reference, posting date, due date, currency, and amount. We preserve the original invoice date and aging bucket assignment by recalculating days-open at migration time. Credit memos and down payments migrate as separate document types with proper offsetting line entries. Customer-level AR tax codes map to Infor tax codes configured during CloudSuite setup.

Open payables migrate as Infor AP open items with vendor reference, invoice number, posting date, due date, discount terms, currency, and amount. We handle prepaids and partial payments by matching against any advance or payment records in the source. Tax codes from Industry Software vendor records map to Infor tax codes during CloudSuite configuration. AP period controls are set to allow post-migration adjustments for any invoices with disputes flagged in the source.

Industry Software inventory items migrate to Infor Item records with item number, description, item group, unit of measure, costing method, and stocking policies. We map the source cost layer method to the equivalent Infor costing approach (Standard, Average, FIFO as applicable). Lot and serial number attributes migrate to Infor lot and serial controls if the source uses lot tracking. Source stocking locations map to Infor warehouse and location codes that the customer configures in CloudSuite warehouse management.

Manufacturing-oriented Industry Software instances contain BOM records that migrate to Infor CloudSuite Industrial BOM or Formula tables. Component items are resolved to Infor Item records already loaded in the prior phase. BOM quantities per, scrap percentages, and routing step associations transfer as-is with a custom field flagging records that require BOM revision review after migration. Routings migrate as Operations records linked to the BOM.

Open purchase orders migrate to Infor PO records with vendor, line items (resolved to Infor Items), quantities, unit costs, and delivery schedules. PO statuses (Entered, Approved, Released) map to the corresponding Infor PO workflow states. Lines with partial receipts retain receipt history references. Infor requires a valid vendor BP before PO import; we sequence this phase after Business Partner load completes.

Open sales orders migrate to Infor Sales Order records with customer reference, line items, quantities, pricing, and delivery dates. Order types map to Infor order types configured during CloudSuite setup. Pricing from Industry Software (including any negotiated discounts or special pricing records) migrates as price lines on the Infor order. Backordered lines are flagged with the original shortage reason for the customer's order management team to work.

Historical GL transactions migrate as Infor journal entries with company, account segment references, debit/credit amounts, and transaction date. We scope historical depth during discovery based on audit and reporting requirements; organizations with 20-year retention mandates (as in government and regulated industries) migrate the full history. Balances are verified by reconstructing the trial balance from migrated entries and reconciling to Industry Software GL reports before cutover.

Industry Software fixed asset records migrate to Infor CloudSuite Fixed Assets with asset number, description, acquisition date, acquisition cost, depreciation method, useful life, accumulated depreciation, and current book value. We recalculate accumulated depreciation from the source records to verify accuracy against the Industry Software asset register. Depreciation convention (half-year, mid-month) is mapped per asset based on the source setup.

Industry Software user records map to Infor operators with user ID, name, email, and role assignment. Employee master data (HR records) is out of scope unless the CloudSuite deployment includes HRMS modules. We extract user records and email addresses from the source and match against Infor operator provisioning during CloudSuite setup. Any source users without corresponding CloudSuite operator provisioning enter a handoff list for the customer's Infor admin.