Migrate from Pilot ERP to Infor CloudSuite Corporate

Pilot ERP Customer records map directly to Infor CloudSuite Business Partner records with Role = Customer. Address, payment terms, and contact details migrate with field-level mapping. The Business Partner must exist before any related Invoice or Sales Order records can be imported, making it a first-phase master data load. We validate every Customer's country and tax jurisdiction against Infor's regional setup tables before inserting to avoid rejected records at import time.

Pilot ERP Vendor records map to Infor CloudSuite Business Partner records with Role = Supplier. Payment terms, bank details, and W-9 or tax registration fields migrate as custom properties on the Business Partner. Vendor records must load before Bills (AP) records to satisfy the foreign-key reference. We flag any Vendor with a zero balance or no associated Bills as a candidate for exclusion unless the customer specifies retention.

Pilot ERP Items map to Infor CloudSuite Item records with type matching (Finished Good, Raw Material, Subassembly, Service). The part number becomes Item Number, and description becomes the primary name. Costing method from Pilot ERP (Standard, Average, FIFO) maps to CloudSuite's cost type configuration. Every barcode-labelled inventory record is verified against the resolved Item to flag orphaned barcode references before the inventory balance load.

Pilot ERP's chart of accounts migrates to Infor CloudSuite's accounting structure using Infor's Import Source Tables and Import Target Tables forms. Accounts with transactions that do not match a target account type are flagged for manual assignment during the Data Assessment Report review phase. The account structure must be fully loaded before any Invoice, Bill, or Job Costing records can be imported because those transactions reference account numbers.

Pilot ERP Work Orders map to Infor CloudSuite Production Order records. The finished good Item reference and bill of materials routing migrate as Production Order components. Work Orders referencing closed or voided Purchase Orders are flagged during the pre-migration audit and held in a reconciliation queue; the customer resolves these before the Production Order import phase to prevent inventory reservation errors. Status mapping (Open, In Process, Completed, Closed) translates to CloudSuite Production Order status values.

Pilot ERP Purchase Orders map to Infor CloudSuite Purchase Orders with Vendor reference, line-item Items, quantities, and delivery dates. Open PO status is preserved and used to determine whether the PO is included in the initial migration or deferred to a post-go-live phase. Any PO with a line-item quantity already fully received is flagged as closed and excluded unless the customer requests audit-trail migration of historical POs.

Pilot ERP Invoices (AR) map to Infor CloudSuite AR Invoice records linked to the Business Partner (Customer) and Item records already imported. Open invoices retain their payment status and remaining balance; paid invoices migrate with full line-item detail for audit trail continuity. Invoice date alignment with the Chart of Accounts load date is critical to avoid posting errors in closed accounting periods.

Pilot ERP Bills (AP) map to Infor CloudSuite AP Bill records with the Vendor Business Partner reference, outstanding balance, and payment terms. Partial-payment history is preserved if the customer requests it; otherwise, the current outstanding balance is loaded as the opening position. Bills must load after the Chart of Accounts and Vendor master data are confirmed complete.

Pilot ERP's Job Costing module tracks material, labor, and overhead components per Work Order. Infor CloudSuite Industrial (LN) represents these as separate cost elements on the Production Order or as distinct Job Cost records depending on the customer's CloudSuite configuration. We create a costing matrix during discovery that maps each Pilot ERP cost category to the target system's equivalent structure. Any cost types that cannot map automatically are flagged for manual configuration in CloudSuite before the financial data load proceeds.

Pilot ERP supports user-defined custom fields on standard objects, but the schema is not exposed in any documented API. We inventory all custom fields during the discovery call by reviewing Pilot ERP's field configuration screens with the customer, then recreate them as custom properties in Infor CloudSuite using the property management forms before data import. The mapping between Pilot ERP custom field values and CloudSuite custom property definitions is validated during the Data Assessment Report phase.

Pilot ERP's user manual references document attachment capability but does not expose a documented public API endpoint for binary file export. We cannot programmatically extract attachments without a direct database connection or manual export from the Pilot ERP interface. We inventory every attachment reference during discovery (Work Orders, Customers, Items with linked documents), request that the customer manually export critical files or provide database access, and flag any unresolvable attachments explicitly in the migration deliverable with the record ID, attachment name, and source location.