Migrate from Intact iQ to Infor CloudSuite Corporate

Intact iQ Customer records map to Infor CloudSuite Business Partner with Role = Customer. The customer code, name, addresses, credit limit, price list assignment, and account status all transfer. Intact iQ supports multiple addresses per customer (billing, delivery, trading); we map these to Infor's Business Partner Address records with the corresponding address purpose codes. Price list assignment from Intact iQ maps to Infor Price Book linkage on the Business Partner.

Intact iQ Supplier records map to Infor CloudSuite Business Partner with Role = Supplier. Supplier-specific fields including payment terms, rebate agreements, and procurement contact details transfer to Infor Business Partner attributes. Where Intact iQ stores supplier-specific notes or categories, we map these to Infor Business Partner User Defined Fields or classification codes.

Intact iQ Contact records linked to Customers and Suppliers map directly to Infor CloudSuite Contact records. The association to the parent Business Partner transfers via the Business Partner Number link. Roles, phone numbers, email addresses, and job titles migrate as typed Contact attributes. We validate email format against Infor's validation rules during the transform step.

Intact iQ Stock Items carry BOM structures, variant codes, reorder levels, ABC stock categories, and predictive replenishment rules. We map the core item (code, description, unit of measure, cost price, sell price) directly to Infor Item Master. BOM components map to Infor Item Bill of Materials, variants map to Infor Item Cross References or UOM alternatives, and reorder levels map to Replenishment parameters. Intact iQ's ABC category assignments transfer to Infor's planning or classification attributes. This object has the highest transform complexity because Infor requires Item to exist before any Purchase Order or Sales Order line referencing it.

Open and historical Sales Orders from Intact iQ map to Infor CloudSuite Sales Order. Line items, pricing, discount structures, order totals, and order status transfer. Closed orders migrate as historical records with appropriate closed status codes. The Customer and Item references are resolved against the parent Business Partner and Item records migrated in earlier phases. We flag any Intact iQ orders referencing stock items that failed to migrate for manual resolution.

Purchase Order records from Intact iQ, including supplier references, expected delivery dates, and line-level item assignments, map to Infor CloudSuite Purchase Order. The full PO lifecycle from draft through receipt and close transfers. Supplier references resolve against Business Partner records migrated in the supplier phase. Any POs referencing unmigrated Items are flagged for the customer's admin to resolve before closing the migration.

Intact iQ Chart of Accounts records (account codes, types, cost-centre assignments) map to Infor CloudSuite GL Account. Infor CloudSuite's account code structure varies by company setup; we validate the destination chart during scoping and map Intact iQ's account segments to Infor's configured segment structure. Cost-centre assignments transfer as dimension codes or sub-account segments depending on the Infor configuration.

Outstanding invoices and credit notes require a separate reconciliation pass after master data is confirmed. We extract current open AP and AR items from Intact iQ, map them to Infor's Receivables and Payables invoice records, and flag any partial payments or credit allocations requiring manual resolution. Historical closed invoices migrate as read-only historical records with their original transaction dates preserved for audit continuity.

Intact iQ's multi-branch and multi-warehouse setup maps to Infor CloudSuite Site records. Each Intact iQ Branch becomes a Site with the corresponding address, branch-level inventory assignments, and user branch assignments mapped to Infor Site-User relationships. We validate branch hierarchies at both source and destination pre-migration because mismatched branch structures are a common source of post-migration inventory discrepancies.

Intact iQ User records (roles, branch assignments, permission hierarchies) map to Infor CloudSuite User records. Permissions map to Infor's role-based security model, with the nearest equivalent role assigned where the permission model does not map directly. We flag any Intact iQ permissions with no Infor equivalent for the customer's admin to address post-migration.

Bank accounts, cash accounts, and reconciliation data from Intact iQ map to Infor CloudSuite Bank Account records. Current balances and recent transaction history transfer for re-creation at the destination. Reconciliation data transfers as-is; any unreconciled items flagged for the finance team to resolve post-migration.

Custom fields added to any standard object in Intact iQ require manual mapping during scoping. We identify all custom field names and data types pre-extraction and map them to Infor CloudSuite User Defined Fields on the corresponding destination object. Custom field type conversion (date formats, numeric precision, picklist values) is handled in the transform layer before load.