Migrate from Plex Smart Manufacturing Platform to Dolibarr ERP

Plex Items (manufactured, purchased, and phantom subtypes) map to Dolibarr Products. The Plex item code becomes Dolibarr's ref field, item description becomes label, and unit of measure maps from Plex's UOM to Dolibarr's Units dictionary. Multi-site inventory positions in Plex map to Dolibarr Warehouses (Stock module), one warehouse per Plex site. Phantom items used as BOM components in Plex migrate as Dolibarr Products with type=2 (assembly) but with no stock tracking.

Plex Production Orders map to Dolibarr Manufacturing Orders. The Plex production order number becomes Dolibarr's ref_ext, the linked Item becomes the Dolibarr product_to_build, and the requested quantity maps to qty. Status mapping: Plex Released maps to Dolibarr Draft or InProgress depending on whether materials are allocated; Plex Complete maps to Done. Open production orders are migrated first so that downstream Work Orders can reference them. Closed Production Orders migrate as historical records.

Plex Work Orders derive from Production Orders and carry their own scheduling, labor, and material allocations. Dolibarr handles work orders through its Project module or its Workstation module (if the Manufacturing (MoM) module is active). We map Plex Work Order status to Dolibarr project status, the assigned employee to a Dolibarr User contact on the project, and linked material allocations to Dolibarr stock movements. Open work orders are migrated before closed ones to maintain sequencing against the parent Production Order.

Plex BOMs are versioned and tied to Items. Multi-level BOMs with component yields, scrap factors, and alternate components require careful sequencing. Dolibarr BOM supports single-level explosion only in its core module; multi-level BOMs require flattening or using Dolibarr's sub-assembly handling. We document the full Plex BOM hierarchy and create either flat BOMs in Dolibarr (one BOM per top-level item with all sub-components exploded) or separate sub-assembly BOMs depending on the customer's Dolibarr configuration preference. Scrap percentages and component yields map to损耗率 and rendements fields.

Plex tracks inventory at site, warehouse, and bin level. We extract location assignments and current on-hand quantities per location, preserving multi-plant setups. Dolibarr's Stock module supports Warehouses and sub-locations within warehouses. If Plex uses bin-level tracking within warehouses, we map bins to Dolibarr warehouse sub-locations or create a custom location field on the stock record. On-hand quantities migrate as Dolibarr Stock MOVED (quantity movements) rather than static balances so that the inventory ledger reflects the starting position.

Quality records in Plex are tightly linked to the production transaction that triggered them (lot, work order, item). Dolibarr's Quality module (if enabled) provides NCR tracking with disposition codes. We extract non-conformance dispositions, corrective actions, and associated inspection data, then map them to Dolibarr Interventions or Quality NCR records linked to the corresponding Product and Work Order. If the customer's Dolibarr instance does not include the Quality module, we migrate NCR data as Dolibarr Notes attached to the relevant Product or Work Order records and flag it for the admin to evaluate the Quality module purchase.

Plex consolidates supplier and customer data under Accounts with a type field distinguishing them. We split Plex Accounts by type into Dolibarr Third Parties: suppliers become Dolibarr Third Parties with type=1 (supplier), and customers become type=0 (customer). Contact details, payment terms, and approved supplier status migrate. If Plex uses a single Account record for both a supplier and customer relationship, we create two Dolibarr Third Parties linked by the same external ID to preserve the dual relationship.

Plex Purchase Orders link to Accounts and Items, carrying expected dates, quantities, and pricing. We extract open and historical PO records, preserving line-level detail (item, quantity ordered, unit price, expected date). Closed POs migrate as historical records with status=Closed. Dolibarr Commandes fournisseurs line items reference the mapped Product record and the mapped Supplier Third Party. If Plex PO approval workflows are in use, we document the approval chain as part of the automation inventory handoff.

Lot traceability is a core Plex strength; each lot carries parent-child genealogy across production and inventory transactions. Dolibarr's Stock module supports batch and lot tracking with Eat-by / Sell-by dates but has basic genealogy (lot-to-lot parent-child at time of production). We extract the full Plex traceability tree and create Dolibarr Lot records with batch numbers matching Plex lot codes, and we document the parent-child relationships as Lot genealogy notes in the Dolibarr lot record description or as linked Note records. Destinations that lack the full genealogy depth are flagged during scoping.

Plex supports Custom Fields on most objects, but the set of custom fields and their data types differ per customer implementation. Dolibarr's ExtraFields system provides an equivalent extensible field mechanism per object. We perform a discovery pass using Plex's API to enumerate every custom field across every object before building the migration mapping, then pre-create each Dolibarr ExtraField with the correct type (string, int, float, date, select, checkbox) before importing any record data. This discovery step adds time to the project timeline but is required to prevent data loss.

Documents attached to Items, Work Orders, or Quality records in Plex's document management system are exported as binary content with file references. Dolibarr attaches documents to Third Parties, Products, Projects, and Intervention records. We export file references and binary content where API access permits and attach them to the corresponding Dolibarr record. Large binary attachments (drawings, CAD files, quality certificates) may exceed Dolibarr's default upload size limits and require server configuration changes. We document all document attachment migration constraints during scoping.

Plex ERP includes core financials (GL, AP, AR). Transactional history, journal entries, and account balances require mapping to Dolibarr's chart of accounts structure. Open AP and AR items migrate as Dolibarr Supplier Invoices (Factures fournisseurs) and Customer Invoices (Factures clients). Historical GL entries migrate to Dolibarr Accounting module as general ledger lines if the customer needs full financial history; otherwise we migrate only the open items and close the historical ledger migration as a separate scope. Chart of accounts mapping is complex and requires a finance-team sign-off on the account mapping matrix.