Migrate from Jeeves ERP to Infor CloudSuite Corporate

Jeeves hierarchical chart of accounts covering balance sheet and P&L structures maps directly to Infor CloudSuite's Account Master. We preserve account codes, account names, and account type classifications (asset, liability, equity, revenue, expense) and map Jeeves's cost center and department dimensions to Infor's optional account segment fields. The COA migration must complete before any journal entry or AP/AR import because account codes are validated on transaction import.

Jeeves customer records include contact details, billing and shipping addresses, credit limits, and payment terms. We map these to Infor CloudSuite's Customer Master, preserving multi-currency assignments (critical for Jeeves Expand customers with international buyers) and entity assignments where multi-entity is configured. Customer payment terms and credit limits map to Infor's AR configuration. Address records map to Infor's address structure with support for multiple ship-to and bill-to locations per customer.

Jeeves vendor records mirror the customer structure with supplier-specific fields including payment terms, bank details, and multi-currency assignments. We map Vendors to Infor CloudSuite's Supplier Master, preserving the same multi-currency and entity assignment logic used for Customers. Vendor bank details transfer to Infor's payment configuration for electronic funds transfer setup post-migration.

Jeeves Items cover both products and materials with BOMs, routing, cost layers, and UoM settings. We migrate Item master records preserving unit of measure conversions, cost layers (standard, average, FIFO as configured in Jeeves), and item type classifications (stocked, non-stocked, service). Item-specific attributes and custom fields extend as Infor product custom fields. The level of detail available depends on the Jeeves edition—Grow and Expand include advanced planning fields that require mapping to Infor's equivalent planning attributes.

Jeeves BOM structures and routing definitions are core manufacturing objects that map to Infor CloudSuite's BOM and Work Center tables. Multi-level BOMs require careful sequencing—we import parent items before their sub-assemblies so that the BOM hierarchy resolves correctly on insert. Alternate routings and work center calendars from Jeeves map to Infor's routing and capacity planning tables. This object has the highest transformation risk in manufacturing migrations because BOM explosion logic and cost rollup calculations differ between platforms.

Outstanding payables in Jeeves map to Infor CloudSuite's open voucher records. We migrate invoice header detail (vendor, invoice number, invoice date, due date, terms) and line-item detail (account, amount, description) preserving the original currency and exchange rate where multi-currency AP is configured. Closed AP records are excluded from the open migration scope and remain as historical documents. All unpaid vouchers must be posted in Jeeves before migration per Infor's requirement that source transactions are complete and current.

Outstanding receivables in Jeeves map to Infor CloudSuite's open invoice records with the same approach used for AP—header and line-item detail, multi-currency preservation, due date and terms mapping, and closed AR excluded from the open migration scope. Customer invoice numbers become Infor's invoice reference, and the original invoice currency is preserved for proper receivable valuation.

Jeeves journal entries carry date, description, and debit/credit lines with account assignments. We preserve Jeeves's journal entry numbering scheme and reversing entry flags where configured, mapping the journal entry header and all debit/credit lines to Infor's journal structure. Journal entries must be imported after the COA is established and before any balance-forward data populates account balances.

Fixed assets in Jeeves include acquisition cost, depreciation schedule, asset category, and current book values. We migrate the asset master and depreciation book values to Infor CloudSuite's Asset Register. Depreciation methods vary by country localization and require mapping to Infor's supported depreciation methods. In-service date and capitalization date preserve for proper depreciation calculation in the new system. Asset disposal history and proceeds map as separate adjustment entries.

Jeeves Projects support time tracking, expense recording, and resource assignments. We map project records with associated tasks, milestones, and time entries into Infor CloudSuite's Project module. Project status, billing method, and cost control settings migrate as configuration data. Time entries map to Infor's labor tracking with the employee lookup resolved through the User mapping. Project financial data (budgets, commitments, actuals) migrate alongside the project master.

Open order documents in Jeeves carry header and line-item detail with delivery schedules and pricing. We migrate open orders preserving line items, quantities, delivery dates, and pricing as draft or pending-status records in Infor CloudSuite. Closed orders are excluded and remain as historical transaction records. The customer must decide whether to import orders as confirmed or as proposals pending re-confirmation in Infor.

Jeeves user records include role assignments, team memberships, and permissions. We migrate user accounts as employee records or system users in Infor CloudSuite, but role mappings are destination-specific because Infor's role-based security model differs from Jeeves's permission structure. We preserve the user's name, email, and employee ID; the customer's Infor admin rebuilds role assignments and team memberships post-migration based on the role inventory we deliver.