Migrate from Microsoft Dynamics 365 Business Central to Dolibarr ERP

Business Central Customer master records map to Dolibarr Third Party records with the Client category flag. Address, contact, payment terms, and credit-limit fields map to their Dolibarr equivalents (address, phone, email, payment term code). The Business Central Customer Posting Group maps to a Dolibarr price list or customer category. Customer contacts migrate as separate Dolibarr Contact records linked via the Societe ID. We deduplicate by customer number as the primary key.

Business Central Vendor records map to Dolibarr Third Party with the Supplier type. Pay-to addresses, payment terms, and vendor posting groups map to the corresponding Dolibarr fields. Vendor ledger entries (open purchase invoices) migrate as Dolibarr Supplier Invoices with the vendor's account balance carried forward as an opening balance on the supplier record.

Business Central Items with Item Type = Inventory map to Dolibarr Products with the Stock checkbox enabled. Unit of Measure, item category, and base unit cost migrate to the corresponding Dolibarr product fields. The product's default warehouse in Dolibarr is set from Business Central's location code. Non-inventory items (services) map to Dolibarr Products with the Stock checkbox disabled.

Business Central's Chart of Accounts with its account numbering scheme maps to Dolibarr's Accounting Account plan. This is a configuration pass, not a direct record migration, because Dolibarr's accounting module uses a simpler flat account structure without native dimension tagging. If Business Central uses Dimensions (Department, Project, Division) for posting segregation, we create sub-account categories or use Dolibarr's user-defined auxiliary accounts to preserve reporting segregation, and we document the dimension-to-account mapping for the customer's finance team.

Open Business Central Sales Orders migrate as Dolibarr Customer Proposals with status set to draft or validated depending on the order's shipment status. Order lines (Item lines and comment lines) migrate with quantities, unit prices, and tax codes preserved. Document dates and promised delivery dates carry forward. Already-invoiced lines are skipped because the invoice records cover the financial record.

Posted Business Central Sales Invoices map to Dolibarr Customer Invoice records. We migrate open (unpaid) invoices as validated invoices requiring payment recording; paid invoices are migrated as paid invoices for historical record. The invoice total, tax amounts, and customer reference all map to Dolibarr fields. Full historical posted invoice replay is scoped selectively based on the migration cutoff date agreed during discovery.

Open Business Central Purchase Orders migrate as Dolibarr Supplier Proposals with the appropriate status. Expected receipt dates and quantities migrate to line records. Prepayment amounts on purchase orders map to Dolibarr prepayment invoice records if the destination configuration supports advance payment tracking.

Posted Business Central Vendor Ledger Entries for purchase invoices map to Dolibarr Supplier Invoice records. Open AP invoices (unpaid) migrate with the outstanding balance preserved; paid invoices migrate as closed records for historical reporting. Pre-cutoff paid invoices are typically skipped or migrated as summary entries unless specifically required by the customer's audit requirements.

Open Business Central Item Ledger Entries (quantity on hand, pending receipts, pending shipments) migrate as Dolibarr Stock Real Worth entries or as initial stock warehouse values depending on the inventory complexity. Cost layers (Value Entries) are not fully replayed; instead, we carry forward the current average cost as the product's default purchase price in Dolibarr to maintain consistent product costing without replicating the full inventory valuation history.

Business Central Bank Account records map to Dolibarr Bank Account records with bank name, account number, and currency preserved. Open bank account ledger entries migrate as initial balance entries in Dolibarr's bank reconciliation module. Bank posting groups map to Dolibarr's bank account category.

Business Central Jobs (project management) map to Dolibarr Project records. Task breakdowns migrate as Dolibarr Project Tasks with WBS hierarchy preserved in the task structure. Resource time entries migrate as Dolibarr Project Task Time entries linked to the corresponding Project and Task. Billable budgets and job journal postings map to Dolibarr Project budget lines. We flag any Job that uses billable resources not natively supported in Dolibarr's time-tracking module.

Business Central Fixed Asset records (acquisition cost, depreciation books, insurance coverage) map to Dolibarr Asset records. Depreciation schedules and current book value migrate as opening depreciation entries in Dolibarr's fixed asset module. Accumulated depreciation to date of migration carries forward as a fixed asset ledger entry.

Business Central approval workflow definitions are environment-specific, tied to named user accounts, delegate settings, and response limits configured within the Business Central tenant. These are not portable between systems. We do not migrate them. We deliver a written inventory of every active approval workflow in Business Central (trigger, approver chain, conditions, actions) with a Dolibarr workflow reconstruction recommendation. Dolibarr's workflow module is simpler and document-centric (approvals on proposals, orders, invoices); the customer's admin rebuilds the approval logic based on the inventory.