Migrate from Masterplan to Infor CloudSuite Corporate

Masterplan Customer records map to Infor Business Partner records with Role = Customer. We extract customer name, billing address, shipping address, payment terms, credit limit, currency, and tax ID. The Customer number from Masterplan becomes the Business Partner ID in Infor. If Masterplan stores multiple shipping addresses per customer, each ships as a separate Business Partner Address record linked to the parent Business Partner.

Masterplan Vendor records map to Infor Business Partner records with Role = Supplier. Address, payment terms, W-9 data, and 1099 eligibility flags migrate as Business Partner attributes. The vendor number becomes the Business Partner ID. We flag any Masterplan vendor records that share an email domain with a customer record for the customer admin to review for potential duplication.

Masterplan Item records (Finished Goods, Raw Materials, Components, Services) map to Infor Item master records. Item type, costing method (Standard, Average, FIFO), unit of measure, and default warehouse all migrate. The Masterplan item number becomes the Infor Item Code. We extract the costing configuration separately and map it to Infor's cost set structure. If Masterplan stores volume or weight-based pricing, we flag these for manual entry in Infor's pricing module.

The Masterplan GL hierarchy (account number, name, type, department, cost center) maps to Infor GL Account records. We extract the full account structure and preserve parent rollup relationships. Account types (Asset, Liability, Equity, Revenue, Expense) map directly to Infor GL Account Type. If Masterplan uses a cost-center dimension that Infor does not expose as a native GL dimension, we map it to an Infor OS extended field or document it as a manual post-migration configuration step.

Outstanding payables from Masterplan (invoice number, vendor reference, amount, due date, aging bucket) map to Infor AP Voucher records. We normalize Masterplan's aging buckets to standard 30/60/90/120-day buckets and reconcile the total open AP balance to Infor's AP ledger before closing. Vouchers in Approved or Pending status migrate as open; Posted vouchers are excluded from the transaction migration but included in the balance-forward opening balance calculation.

Outstanding receivables from Masterplan (invoice number, customer reference, amount, due date, aging bucket) map to Infor AR Invoice records. We compute the aging distribution and reconcile total open AR to Infor's AR ledger. Any invoice with a disputed status in Masterplan is flagged and migrated as a note attached to the Infor invoice rather than a standard open record. Payment terms, freight terms, and tax amounts preserve at line-item level where Masterplan exposes them.

Open Sales Orders from Masterplan map to Infor Sales Order records with their current status (Open, Confirmed, Partially Shipped). Line items, quantities ordered, unit prices, discount percentages, and scheduled ship dates migrate. For partially shipped orders, we capture the shipped quantity and compute the remaining open quantity. Order total and tax amount are reconciled to Infor's order total before migration. The Masterplan order number becomes the Infor External Reference field for traceability.

Open Purchase Orders from Masterplan map to Infor Purchase Order records. Line items, quantities ordered, unit costs, and delivery dates migrate. For partially received orders, we capture the received quantity and compute the remaining open quantity. We map Masterplan's vendor reference fields to Infor's supplier item number fields. Any blanket PO structure in Masterplan (parent blanket PO with release schedules) is extracted as separate Infor Purchase Orders with a common blanket PO reference field.

On-hand quantities from Masterplan map to Infor Inventory records at the item-warehouse level. We extract quantity per warehouse and per bin location, then reassign to Infor's warehouse structure, which may differ from Masterplan's location hierarchy. Negative quantities, negative cost entries, and items with no price are flagged in the pre-migration data assessment report for the customer to correct before load. Inventory valuation amounts are reconciled to Infor's on-hand value report post-migration.

Masterplan multi-level BOMs with component quantities, scrap factors, phantom assemblies, and alternate BOMs require a design decision during scoping: preserve the full BOM tree structure or flatten to single-level BOMs. Infor CloudSuite Industrial supports multi-level BOMs natively, but the BOM explode logic differs from Masterplan's. We extract the full BOM tree from Masterplan and discuss with the customer whether to preserve nesting or flatten before load. Phantom assemblies are mapped to Infor's Phantom BOM flag. Routings attached to BOMs are extracted separately for Work Order mapping.

Open and recent Work Orders from Masterplan map to Infor Work Order records. Status (Released, In Process, Complete, Closed), routing steps, labor hour estimates, material allocations, and backflush transactions migrate. Work Orders must be sequenced after BOMs and Items because Infor Work Orders reference the Item and BOM records by ID. Closed Work Orders older than the customer's historical cutoff are excluded from migration. Any in-process Work Order with partial material consumption is flagged and the customer decides whether to close it in Masterplan before cutover or migrate it as an open Infor Work Order with partial completions.

Historical journal entries migrate to Infor GL Journal Entry records if they fall within the customer's agreed lookback window. We extract entry date, journal code, account references, debit/credit amounts, and description. Entries with non-determinative amounts (rounding adjustments, currency revaluation) are flagged for the customer's GL team to review. Entries referencing accounts that do not exist in the destination chart are held in a reconciliation queue. Cutoff policy is agreed with the customer during scoping and confirmed against Masterplan's archive settings.