Migrate from Kinetic to Infor CloudSuite Corporate

Kinetic Customer records (CustID, Name, Address, Terms, ShipTo) map 1:1 to Infor CloudSuite Customer. Customer is a master data object and must load first because Sales Orders and open AR depend on it. We validate that each Kinetic CustID is unique and maps to a CloudSuite Customer with resolved Terms and ShipTo records. Multi-address setups migrate as separate ShipTo addresses under the primary Customer record.

Kinetic Vendor records (VendorID, Name, Address, POApprovalWorkflow) map to CloudSuite Vendor. Primary key is VendorID, preserved during migration. Multi-address vendor setups map to CloudSuite Vendor contact records. PO approval workflow assignments migrate as current status; any records requiring re-approval post-migration are flagged in the handoff report.

Kinetic Parts (PartNum, TypeCode, UOMs, Cost, Class, COMCAT) map to CloudSuite Item master. Source systems frequently use different part-numbering schemas or omit TypeCode; we normalize these during transform and flag gaps. Cost fields (Material, Labor, Overhead, Burden) map to CloudSuite Cost Elements. Stocking UOMs migrate with conversion factors to the CloudSuite UOM table. TypeCode drives Item Type in CloudSuite and determines whether the part is stocked, manufactured, or purchased.

Kinetic BOM migration is critical because CloudSuite enforces revision and approval states. We preserve the BOM revision chain from Kinetic, including revision code, approval date, and effective date. Where the source Kinetic system lacks revision tracking, we create a default revision (typically Rev 01 with original creation date). CloudSuite BOM requires an ECO link; we generate the engineering approval record during migration so the BOM is released and usable on Work Orders immediately after cutover.

Kinetic Routings reference Operations, Work Centers, and Sequences. CloudSuite Operations require a valid Work Center reference for each step. We validate every source Routing against CloudSuite Work Center IDs during discovery, and create a remediation queue for any Work Center IDs that do not exist in the destination. Missing step sequences cause CloudSuite to reject the Operation on load; we fill gaps with sequential step numbering and flag the change for the customer's manufacturing engineer to validate.

Kinetic Sales Order headers (OrderHed) map to CloudSuite OrderHeader with OrderNum, OrderType, Terms, ShipFromSite, and CustNum resolved. Customer must already exist in CloudSuite before this phase. Order status (open, completed, cancelled) migrates with CloudSuite Order Release dependency handled separately. Header must complete before Order Detail can begin per CloudSuite import sequencing.

Kinetic OrderDtl records map to CloudSuite OrderLine with OrderNum reference, PartNum resolved to Item, Quantity, UnitPrice, and ShipDate. The OrderNum reference is resolved programmatically from the header phase at migration time. Lines reference the OrderHeader record created in the prior phase; without that reference, CloudSuite rejects the line on insert.

Kinetic PO Header maps to CloudSuite PO Header with PONum, Supplier (VendorNum), Terms, and Site. Vendor and Site records must exist in CloudSuite before PO headers can load. We handle PO approval workflow state by migrating current status and flagging records that need re-approval post-migration.

Kinetic PODetail maps to CloudSuite POLine with PONum reference resolved, PartNum mapped to Item, Quantity, UnitCost, and DueDate. The Vendor must be resolved first (PO Header phase), then the Line can follow.

Kinetic Work Orders depend on Part, BOM, and Routing records in that dependency order. JobNum generation rules vary by site configuration; we map source JobNum patterns to CloudSuite's auto-numbering scheme or preserve original JobNum where site configuration allows. Unreleased Work Orders migrate with their release status preserved; released Work Orders migrate as active jobs in the CloudSuite job tracking system.

Chart of Accounts must exist in CloudSuite before any transactional records load because all transactions post to GL. Account structures differ significantly between source systems and CloudSuite's COA layout. We handle natural account versus segment mapping, account type classification, and active/inactive status. Source account masks are preserved in a cross-reference table for the customer's finance team.

Kinetic Site records and their associated Warehouses transfer 1:1 to CloudSuite Site and Warehouse. Multi-site configurations are supported. We preserve site-specific parameters including default warehouse, shipping calendars, and inter-site transfer rules. Site is a prerequisite for Order Header, PO Header, and Work Order loading.

Kinetic Employee records map to CloudSuite Employee with EmployeeID, Name, Department, and effective-dated status preserved. User and Owner assignments on records require the Employee to exist first; we sequence Employee loading before any transactional record that carries an Owner reference. Department and location assignments migrate as-is; the customer validates department structures in CloudSuite Org during the handoff review.