Migrate from ProcessWare ERP to Infor CloudSuite Corporate

ProcessWare Customer records (with full contact details, account hierarchies, and sales history from the CRM component) map to Infor Business Partner records of type Customer. The CRM lifecycle data — from initial inquiry through active account management — migrates as part of the Business Partner extension tables. We use Business Partner email as the dedupe key and resolve any duplicate detection before final insert.

ProcessWare Vendor Records (supplier profiles including certification status, material qualifications, and performance history) map to Infor Business Partner records of type Supplier. Certification expiry dates and qualification flags migrate as custom fields on the Business Partner or as associated Compliance records depending on the Infor edition deployed.

ProcessWare Formulation Recipes (compound hierarchies, ingredient ratios, version history, and regulatory classification) map to Infor Item Master records with custom fields for F&F-specific attributes: allergen declarations, IFRA classification codes, CAS numbers, and version provenance. The nested compound structure where sub-assemblies may contain other formulations as ingredients requires flattening or BOM-link resolution during transform. We document the complete formulation dependency graph during discovery so the customer can configure the equivalent custom fields in Infor before migration.

ProcessWare multi-level BOMs map to Infor Item BOM structures. Where ProcessWare supports a formulation referencing other formulations as sub-assemblies, we map these to Infor Item BOMs with type = Phantom for sub-assembly formulations. BOM version and revision control dates migrate to maintain full traceability of which formulation version was used in which production batch.

ProcessWare Production Orders (manufacturing directives tied to specific formulations, planned quantities, scheduling constraints, and facility routing) map to Infor Work Order or Production Order records. The link between the Production Order and the source Formulation Recipe resolves through the Item Master mapping. Facility and routing data map to Infor Work Center assignments. We preserve the production order status at time of migration so open orders can resume in Infor without re-entry.

ProcessWare Quality Records (test results and QC documentation linked to specific production batches and raw material lots) map to Infor Quality Management records. Passing criteria, inspector assignments, and lot traceability links migrate as typed fields. Where Infor's standard Quality module is not licensed, we map Quality Records to custom Item or Lot extension fields to preserve the data in the destination system without requiring an additional module license.

ProcessWare Supply Chain Transactions (purchase orders, receipts, and outbound shipments for raw materials and finished goods with traceability to production batches) map to Infor Purchasing and Inventory transaction records. Each transaction's link to the associated raw material lot or finished goods batch is preserved through Lot Number and Batch Number fields. Open transactions migrate with full line detail; closed transactions migrate as historical records.

ProcessWare Regulatory Compliance Documents (IFRA compliance data, SDS documents, allergen declarations) tied to formulations require mapping to Infor's Document Management system with compliance-related attributes stored as custom Item or Lot fields. Naming conventions and storage structures vary between F&F sub-segments, so we apply a normalization step during extract to standardize document naming before attaching to the corresponding Infor Item or Business Partner record.

Keka HRMS integration documentation confirms ProcessWare exposes custom fields via API for both read and write operations. We map these to Infor custom fields on the equivalent object. Because ProcessWare's full schema is undocumented, we coordinate with the customer's IT team during discovery to extract the complete custom field inventory directly from the database, then validate against the Infor destination field list before migration. Any unmappable custom fields are flagged in the discovery report.

Supporting documents attached to formulations, quality records, and transactions migrate as Infor Document Management attachments linked to the corresponding Item, Work Order, or Business Partner record. File types and storage locations vary in ProcessWare; we extract all standard formats (PDF, Office, images) and reattach in Infor. Legacy file formats that Infor cannot preview are extracted to a file share and linked by path reference rather than embedded attachment.

ProcessWare raw material lot tracking is core to F&F traceability requirements. Each lot migrates to Infor Lot Master records with expiry dates, supplier references, and the associated Quality Record status. Lot traceability chains — linking raw material lots through production batches to finished goods — are preserved as Lot Genealogy records in Infor so that regulatory audits can trace any component within a compound at any point in time.