Migrate from PrismERP to Infor CloudSuite Corporate

PrismERP 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 to Infor CloudSuite Business Partner records with the Customer role flag. Infor stores address data in a separate address structure, so multi-address customers (billing, shipping, plant) require address-type resolution during scoping. Banking information migrates to Infor's Payment Data fields on the Business Partner.

Vendor Master mirrors the Customer Master structure in PrismERP, holding vendor details, addresses, and banking information. We migrate Vendor records 1:1 into Infor Business Partner records with the Supplier role flag, preserving payment terms, tax identification, and any vendor-specific classifications. Vendor records are migrated before any Purchase Order data to satisfy foreign-key constraints in Infor's purchasing module.

PrismERP's Chart of Accounts uses hierarchical account structures that may include multi-level segment codes (company, region, department, product line) in a single account code string. Infor CloudSuite uses flat account codes with cost center and dimension assignments managed through Infor OS dimension configuration. We generate a segment mapping worksheet during discovery, have the customer define how each PrismERP dimension maps to Infor's account or cost center fields, and apply that mapping as a transform step. This is a manual-design step that cannot be auto-mapped because the dimension semantics are customer-specific.

Open Accounts Receivable vouchers in PrismERP represent live invoice balances, outstanding amounts, and due dates that must carry forward into Infor CloudSuite as open AR records. We migrate invoice headers and line items with current outstanding amounts and due dates, preserving the customer linkage through the Business Partner lookup. Closed AR records are optionally migrated as read-only audit history or quarantined per the customer's scoping decision.

Open Accounts Payable vouchers migrate to Infor CloudSuite Payables with vendor linkage resolved through the Business Partner Supplier mapping. Current outstanding amounts, payment terms, and voucher status carry forward. We validate that PrismERP's AP aging report matches the sum of migrated open AP records before closing the migration scope, flagging any discrepancy for customer resolution before final load.

Items include product definitions, pricing tiers, stock levels, and warehouse assignments. We migrate item master records, current stock quantities per warehouse, and BOM associations. PrismERP BOM structures (Bill of Materials for manufacturing) map to Infor's BOM configuration, with routing and work center assignments mapped per the customer's production configuration. Stock quantities are validated against PrismERP's physical inventory count report before final load.

Purchase Orders tracked in PrismERP's SDM (Sales and Distribution Management) module migrate to Infor CloudSuite Purchase Orders with header and line-item detail, quantities, agreed prices, vendor assignments, and approval status. Only open and partially received POs are migrated; fully received and closed POs are archived per the customer's scoping decision. PO approval workflows do not migrate (see gotchas).

Sales Orders and related delivery and invoice documents migrate with full line-item detail, pricing, customer linkage, and lifecycle status from order through fulfillment. Open and in-progress orders are migrated with current status; completed or cancelled orders are archived. The PrismERP to Infor Sales Order document type mapping is defined during the import steps phase of the Infor Migration Utility, using the pre-defined migration sequences for order documents.

Production Planning and Control orders reference BOMs and routing steps in PrismERP. The structure varies by manufacturing configuration (make-to-order versus repetitive). We map the production order as a header record with BOM linkage, operation routing, work center assignments, and current production status. Work-in-progress (WIP) quantities are reconciled against PrismERP's shop floor reports. Because the Infor Migration Utility requires a fresh initialized database, we coordinate the production order load sequence after BOM and work center master data are in place.

The Human Capital Management module in PrismERP is the highest-rated module in user reviews, which increases our confidence in data quality for employee records. We migrate employee records including personal data, employment details, department assignments, compensation history, and organizational hierarchy. Employee records are a prerequisite for Department/Cost Center mapping and for any approval routing that references employee IDs. HCM migration typically runs after master organizational structure is established in Infor.

Organizational hierarchy is stored independently in PrismERP and linked to employees, accounts, and projects. We preserve the department structure and map cost center assignments to Infor's Operating Unit and Cost Center configuration. Multi-company PrismERP deployments (multiple legal entities in the unified database) map to separate Infor legal entities or operating units. The cost center-to-account mapping worksheet from the Chart of Accounts step informs this configuration.

The Project System module in PrismERP stores project definitions, WBS (Work Breakdown Structure) elements, time entries, and budget assignments. Project structures vary significantly by industry configuration, so we scope each project migration individually during discovery. WBS elements map to Infor Project phases or task hierarchies. Open project financial commitments migrate with budget-to-actual data; closed projects migrate as read-only project history. We do not migrate project-level workflows or approval chains.