Migrate from R4 ENTERPRISE to Dolibarr ERP

R4 ENTERPRISE Customer records map to Dolibarr ThirdParty records with Type=Customer. We preserve customer ID, company name, billing and shipping addresses, credit limit, payment terms, and currency preference. Multi-currency assignments on Customer records transfer as read-only reference values in Dolibarr's currency settings. The customer code from R4 ENTERPRISE becomes the ref (reference) field in Dolibarr, serving as the dedupe key during import.

R4 ENTERPRISE Vendor records map to Dolibarr ThirdParty records with Type=Supplier. We preserve vendor ID, company name, address, 1099 flags, W-9 status, and multi-currency settings. Vendor tax ID fields map to Dolibarr's idprof fields (IDprof1 through IDprof4). Vendors and Customers share the same Dolibarr object but are distinguished by the Client and Fournisseur (supplier) checkboxes on the ThirdParty record.

R4 ENTERPRISE Item records map to Dolibarr Product records. Unit of measure conversions, stocking locations, and item type (stockable, service, assembly) transfer directly. Lot and serial number controls map to Dolibarr's lot tracking module. The critical transformation is cost layers: R4 ENTERPRISE maintains layered cost records as separate child tables; we flatten these into a single effective cost per item using the most recent receipt cost or the average cost calculated at cutover, storing the method used in a custom field for audit.

R4 ENTERPRISE BOMs are versioned with effective dates and item revisions. We extract the active BOM revision and map it to Dolibarr's BOM module (available as a community module or in the manufacturing add-on). Multi-level BOMs require flattening or recursive expansion depending on Dolibarr's installed BOM module version. Each BOM component maps to a BOM line referencing the child Product record. We flag superseded BOM revisions so the destination receives only the current production-approved structure.

R4 ENTERPRISE Work Orders carry routings, labor standards, and material allocations tied to specific BOM revisions. Dolibarr does not have a native work-order module in the core installation; production workflows typically map to Dolibarr's Project module with task-level tracking of materials and labor, or to a third-party manufacturing module. We extract open and historical work orders, flag any routing steps tied to deprecated BOM versions, and map the structure to either Project tasks or the customer's installed production module.

R4 ENTERPRISE Chart of Accounts records map to Dolibarr's accounting module (if activated). Account type, cost-center assignments, and intercompany flags transfer directly. Dolibarr's accounting module supports chart of accounts import via CSV; we preserve the account hierarchy and segment structures where the destination chart matches R4 ENTERPRISE's account structure. Customers activating Dolibarr's accounting module must configure their fiscal year and posting date rules before GL migration begins.

R4 ENTERPRISE open AP vouchers map to Dolibarr SupplierInvoice records. We preserve vendor reference, invoice number, due date, and amount in both transaction and functional currency. Multi-currency AP invoices require exchange-rate revaluation at cutover; we preserve the original functional-currency amount and the exchange rate used at invoice entry so the customer can re-price or maintain historical rates. Closed AP invoices migrate as reference history unless Dolibarr's accounting module supports historical invoice archival.

R4 ENTERPRISE open AR invoices map to Dolibarr Facture (customer invoice) records. We preserve customer reference, invoice number, due date, and amount in both transaction and functional currency, maintaining the original aging buckets for cash-flow reporting. Open invoice aging buckets transfer as line-item status so the destination supports accurate dunning from day one. Closed AR invoices migrate as reference history.

R4 ENTERPRISE Fixed Asset records map to Dolibarr Asset records. Acquisition cost, depreciation method, useful life, and location transfer directly. We migrate the asset register and accumulated depreciation balance as of the migration cutover date. Dolibarr's asset module supports basic depreciation tracking; customers with complex depreciation schedules (accelerated, units-of-production) may need to document these for manual entry or custom field extension.

R4 ENTERPRISE open Sales Orders map to Dolibarr Commande customer order records. Customer reference, line items, quantities, pricing, and promised dates transfer directly. We flag any order lines that reference discontinued items or inactive price lists in the destination item catalog so the customer's admin can resolve these before production use. Order status (pending, confirmed, partially shipped) maps to Dolibarr's order status field.

R4 ENTERPRISE open Purchase Orders map to Dolibarr Commande fournisseur records. Vendor reference, line items, quantities, and expected receipt dates transfer directly. We flag any PO lines that reference item numbers not present in the destination product catalog for admin resolution before production use.

R4 ENTERPRISE on-hand quantities extract per location and per lot or serial number. We preserve lot numbers and bin locations so the destination stock snapshot matches physical reality at cutover. Each stock record maps to a Dolibarr Stock product record with warehouse assignment. Lot numbers require Dolibarr's stock lot module to be activated; serial numbers similarly require the serial number tracking module. We flag any expired-lot items tied to discontinued SKUs so they do not create active inventory records in the destination.

R4 ENTERPRISE user-defined fields on master records extract as name-value pairs. We map these to Dolibarr's Extra fields (extrafields) system, which stores custom field data in a separate table linked by element_id. Customers approve the mapping table during scoping; any fields with no Dolibarr equivalent are documented for post-migration review and potential community module installation.

R4 ENTERPRISE user accounts with login name, role assignment, and menu preferences map to Dolibarr User records. Role assignments map to Dolibarr's permission set system (global rights and per-module rights). We export user records and map them to the nearest equivalent Dolibarr security group; the customer's admin confirms access levels and deactivates any accounts not carried forward.