Migrate your PrismERP data

Customer Master stores personal details, company data, contacts, addresses, and banking information in a centralized record. We extract the full customer record including all address and contact associations and map them to the destination's Account or Contact object. Multi-contact accounts are split into individual records during migration.

Vendor Master mirrors the Customer Master structure, holding vendor details and banking information. We migrate Vendor records 1:1 into the destination's Vendor or Supplier object, preserving payment terms and contact associations.

PrismERP's Chart of Accounts uses a hierarchical account structure that may include multi-level segment codes. We flatten or restructure the hierarchy to match the destination's account numbering convention, flagging any accounts with non-standard segment assignments.

Open Accounts Receivable and Accounts Payable vouchers represent live balances, not just historical records. We migrate open invoices with their current status, outstanding amounts, and due dates, then reconcile the destination's opening balances against PrismERP's trial balance before cutover.

Items include product definitions, pricing tiers, stock levels, and warehouse assignments. We migrate item master records, current stock quantities per warehouse, and BOM (Bill of Materials) associations where present in the Production Planning module.

Purchase Orders are tracked in the SDM (Sales & Distribution Management) module. We migrate PO headers and line items including quantities, agreed prices, vendor assignments, and approval status.

Sales Orders (and related delivery/invoice documents) are migrated with full line-item detail, pricing, customer linkage, and lifecycle status from order through fulfillment.

Production Planning & Control orders reference BOMs and routing steps. The structure may vary by manufacturing configuration (make-to-order versus repetitive). We map the production order as a header with operation sequence detail, noting any custom routing fields that require field-level mapping.

The Human Capital Management module is the highest-rated module in user reviews. Employee records include personal data, employment details, department assignments, and compensation history. We migrate the full employee record set including org structure associations.

Organizational hierarchy is stored independently and linked to employees, accounts, and projects. We preserve the department structure and map cost center assignments to the destination's equivalent org unit concept.

The Project System module stores project definitions, WBS (Work Breakdown Structure) elements, time entries, and budget assignments. Project structures vary significantly by industry configuration, so we treat each project's WBS as a mapping exercise rather than a 1:1 transform.

The Document Management System supports export/import in all formats and stores files linked to transactions, master records, and projects. File attachments are migrated as binary blobs with their associations preserved via the migration manifest. Large document volumes may require chunked migration and storage capacity planning.

PrismERP allows custom fields within modules. We discover custom field definitions during the discovery phase and include them as additional columns in the migration mapping, applying them as custom properties in the destination system.

Workflows are defined per module and route documents through configurable approval chains. We extract workflow definitions separately from transactional data and note that destination systems may not replicate the same routing logic, requiring workflow rebuild or remapping at the destination.