Migrate from INNERGY ERP to Infor CloudSuite Corporate

INNERGY Estimates (material takeoffs, labor assumptions, margin calculation) map to Infor CloudSuite Industrial Opportunity or the Estimating module if configured. The estimate line items with material specs, quantities, and margin data transfer to Opportunity Line Items or a custom estimating table. We preserve the estimate status and associated Job reference so the migration retains the estimate-to-award pipeline relationship.

INNERGY Jobs (core project records tracking award through installation) map to Infor Work Order or Project records depending on whether the destination CloudSuite product uses project-centric or production-order-centric tracking. Job metadata, status history, assigned staff, division references, and the Job-to-customer relationship migrate directly. We resolve the division-specific cost pool references to Infor cost center codes during transform.

INNERGY BOMs auto-generated from CAD geometry include material specs, quantities, operations routing, and subassembly relationships. Infor CloudSuite requires BOMs in a multi-level structure with operations defined per level. We decompose the CAD-generated BOM hierarchy into Infor's multi-level BOM format, preserving parent-component relationships and routing sequence. Any CAD-generated operations without standard labor codes require manual mapping in Infor Routing before production scheduling functions correctly.

INNERGY Work Orders drive shop-floor execution and link to Jobs and BOMs. Work Order records including assigned operations, sequencing, completion status, and linked Job reference transfer to Infor Work Order. The BOM link resolves to the migrated Infor BOM record. If INNERGY Work Orders reference custom routing or operation codes, we map these to Infor Routing codes during the transform phase.

INNERGY Change Orders modify Job scope with lineage tracking (original Job number, approval dates, revised quantities). We preserve the full change order log as a structured linked table rather than collapsing it into the Job record, so auditors and project managers retain sequence fidelity. Infor CloudSuite Change Order module requires configuration to match INNERGY's lineage tracking behavior. If Infor's standard Change Order does not support multi-level Job references, we document the gap and recommend a custom UDF configuration.

INNERGY Inventory Items (material and component inventory with units of measure, reorder points, warehouse locations) map to Infor Item records. We preserve average cost, current balance, reorder point, and warehouse assignment. Units of measure convert to Infor's UOM framework. If INNERGY tracks inventory by division or cost pool, we map to Infor Site or Warehouse structures.

INNERGY Customer records include contact details, billing and shipping addresses, and the associated Jobs list. We map to Infor Business Partner (Customer) records. The customer's Jobs list migrates as linked Work Order references rather than a separate table so the relationship is queryable in Infor. We resolve address formats to Infor's address structure with proper country and state code validation.

INNERGY Vendor records hold supplier information, lead times, and preferred items. We map to Infor Vendor or Supplier records. Purchase history references transfer where INNERGY exposes vendor-linked transaction data. Lead time fields map to Infor's supplier lead time configuration.

INNERGY integrates accounting through the ERP module with account structures configured per-customer during implementation. We export the full account list and map to Infor's Chart of Accounts structure. Account type, posting level, and currency assignments transfer. If INNERGY uses division-specific cost pools, we map these to Infor cost center or profit center segments in the account structure.

Outstanding invoices and credit memos represent live financial data requiring reconciliation before migration. INNERGY exposes open payable and receivable records through its API. We extract open items with invoice number, vendor/customer reference, amount, due date, and currency. We require that all unpaid invoices, vouchers, journals, and payroll checks are posted in INNERGY before migration, per Infor migration documentation requirements. Open items transfer as AP/AR records in Infor with the original invoice reference preserved for reconciliation.

INNERGY Custom Fields on Estimates, Jobs, Work Orders, and other objects require cataloguing against Infor's UDF framework. Feature Release 115 confirms INNERGY ships new custom field capabilities over time. We query INNERGY's field definitions via API during discovery and cross-reference against the customer's current export to identify orphaned or mislabeled custom properties. In Infor, UDFs are configured in Infor OS or the product-specific administration forms before data load. Any INNERGY custom field without a clear Infor counterpart is flagged for manual configuration or excluded with a documented gap note.

INNERGY stores documents and drawings (PDFs, images, CAD files) associated with Jobs, Work Orders, and Estimates. We export attachments in their native format and link them to the migrated Infor records via Infor Document Management (IDM) or Content records. CAD files require preservation of the original file format; Infor supports document attachment to Work Orders and Projects. File naming conventions from INNERGY transfer to maintain traceability.