Migrate from Omni ERP to Infor CloudSuite Corporate

Omni ERP Chart of Accounts (flat or segmented structure) maps to Infor CloudSuite CostElement. We preservecoa numbering and segment structure since downstream journal entry and AP/AR records reference accounts by code, not by name. Source account codes are remapped to Infor CostElement values during the import sequence, and any cross-segment dependencies are flagged for manual verification before open transactions post.

Omni ERP Items with serial/batch tracking and multi-warehouse costing map to Infor CloudSuite Industrial's tcbib001 Item Master table. Serial and batch numbers, warehouse assignments, and costing methods (standard, average, FIFO) migrate as Item Warehouse records in tcibd150. Lot-level tracking migrates as Item Serial records in ttiswe with expiration dates and supplier lot references preserved. We export the Item-to-internal-ID mapping alongside the CSV for use in BOM resolution.

Omni ERP BOMs reference the finished Item by its code string, not by internal ID. If Items are renumbered during the import, BOM structures break silently. We resolve this by exporting the Item-code-to-internal-ID mapping alongside the BOM export and applying it as a pre-import transform before BOM records are written to Infor. BOM version and revision data migrate as custom fields if the destination does not natively replicate the source versioning schema.

Omni ERP Customer records with contact hierarchies, addresses, and payment terms map to Infor CloudSuite Business Partner records with BP Type = Customer. Primary contact and billing address migrate as BP Contact and BP Address records. Payment terms and credit limits migrate to BP Financial settings. Customer-to-Vendor split is resolved at the BP Type level since Infor maintains a single Business Partner entity type.

Omni ERP Vendor records map to Infor CloudSuite Business Partner with BP Type = Supplier. Contact hierarchies and payment terms map to the same BP structures as Customer. In multi-currency scenarios, the vendor's default currency and payment bank account details migrate as BP Financial records. We flag any vendor with a currency not defined in Infor's currency table for manual configuration before AP posting.

Open AP and AR invoices in Omni ERP reference Customer, Vendor, and Chart of Accounts records by code. We sequence these records second in the import order (after Chart of Accounts and Items) and validate that all referenced Customer and Vendor BP records exist in Infor before posting. Post dates are adjusted to fall within Infor's open fiscal period, and any invoices with dates outside the open period are flagged in the reconciliation report for the customer's AP/AR team to handle.

Historical journal entries in Omni ERP with multi-currency line items store the transaction amount in the original currency and the posting amount in the base currency, using the exchange rate from the transaction date rather than a standard rate table. We capture the rate at export time and apply it during import. If Infor CloudSuite's currency rate table differs from the Omni ERP rate on a given date, a currency variance line is flagged for manual review and adjustment. Account code remapping is applied from the CostElement mapping established during the Chart of Accounts phase.

Fixed Asset records include acquisition cost, depreciation schedule, and asset category. We preserve the depreciation method (straight-line, declining balance, units of production) as a custom field if Infor CloudSuite does not natively replicate the source depreciation schema. Asset category mappings are validated against Infor's asset class codes, and any unmatched categories are flagged in the data assessment report before transfer.

Departments in Omni ERP are referenced in journal entries, budget records, and user assignments. We preserve the department hierarchy and remap department codes against Infor CloudSuite's org structure. Circular references between department and cost center assignments are flagged during data profiling and resolved before journal entry import to prevent posting failures.

Omni ERP User records with role assignments and department affiliations map to Infor CloudSuite User records and Role assignments. Roles are mapped to Infor CloudSuite role codes based on access scope equivalence. We flag any user whose role scope exceeds the target CloudSuite tier's permission limits. User provisioning in Infor's tenant must be completed before Owner fields on Customer, Vendor, AP, AR, and journal entry records are resolved.

Omni ERP documents and file attachments stored in the document management module cannot be exported via the documented CSV workflow and have no programmatic export path. We do not migrate these records. Customers with material document volumes should plan for a separate file-migration engagement or accept that binary document records will not transfer. We deliver a written inventory of the document categories and approximate record counts for the customer's admin team to reference during manual remediation.

Omni ERP Workflows and Automations have no direct structural equivalent in Infor CloudSuite. Infor CloudSuite uses ION workflows, Rule Engine configurations, and Infor OS process automation for comparable functionality, but these require manual rebuild using Infor's Mongoose IDE or the CloudSuite configuration tools. We do not migrate workflows as code. We deliver a written inventory of every active Omni ERP workflow with its trigger, conditions, actions, and recommended Infor CloudSuite equivalent for the customer's admin team to rebuild post-migration.