Migrate from Reflex ERP to Dolibarr ERP

Reflex GL account codes, descriptions, and account types (Asset, Liability, Equity, Revenue, Expense) map directly to Dolibarr's llx_accounting_account table. We extract account records with inactive flags and sort sub-account hierarchies into Dolibarr's pcg_version structure. Multi-company intercompany accounts must be consolidated or split during extraction because Dolibarr's standard accounting does not natively support intercompany elimination entries.

Reflex Customer master records (billing address, shipping address, payment terms, credit limits, contact details) map to Dolibarr's llx_societe with typethirdparty='C' and address, phone, email, and conditions stored in Dolibarr's standard third-party fields. We resolve any customer ID cross-references to AR invoice records before insert to preserve the AR aging relationship. Dolibarr requires country code in ISO format and does not accept free-text country names.

Reflex Vendor master records map to Dolibarr's llx_societe with typethirdparty='F', mirroring the Customer mapping with address, payment terms, and 1099 settings translated to Dolibarr's supplier conditions fields. Vendor IDs are required to resolve AP aging records. We extract vendor records before AP records to satisfy foreign key constraints during import.

Reflex Items with part numbers, descriptions, costing methods (FIFO/average), and pricing tiers map to Dolibarr's llx_product. Item type (stock vs service) determines product_type in Dolibarr. Pricing tiers from Reflex map to Dolibarr's price lists attached to the product. Dolibarr does not natively support complex pricing tier matrices; we collapse multi-tier pricing into the primary price list and document the remaining tiers in a supplemental import sheet.

Reflex BOM relationships (parent item, component items, quantities, scrap percentages) map to Dolibarr's llx_product_bom and llx_bom_bom_product. Multi-level BOM explosion requires us to extract the full bill-of-materials tree from Reflex before migration and flatten or preserve the hierarchy in Dolibarr's BOM structure depending on whether the destination Dolibarr instance uses the MRP extension. We flag any BOMs with missing component Items for customer review before import.

Reflex Project headers, budget lines, and actuals map to Dolibarr's llx_projet and llx_projet_task. Project cost tracking (labor, materials, equipment) from Reflex becomes task-level time and expense entries in Dolibarr. Budget-versus-actual variance reporting is not native to Dolibarr's Project module; we document the budget columns as custom project fields or recommend a reporting module add-on. Sub-projects become top-level projects or tasks depending on the customer's reporting structure preference.

Reflex Open AR records (invoice number, customer ID, amount, due date, aging buckets, credit memos, prepayments) map to Dolibarr's llx_facture with invoice status set to unpaid at cutover. Credit memos become credit notes linked to the original invoice via fk_facture_source. Prepayments become down payment invoices. We extract open AR at a defined cut-off date and flag any invoices created after cutover for the customer's go-live window to be re-imported as a delta. Dolibarr's aging report uses the same due date logic as Reflex but requires the invoice date and payment term to be set correctly.

Reflex Open AP records (vendor ID, invoice number, amount, due date, payment terms) map to Dolibarr's llx_facture_fourn with typethirdparty='F'. Credit memos from vendors become supplier credit notes. We extract open AP at cut-off date, map vendor IDs to Dolibarr supplier records, and load invoices with status unpaid. Any 1099 settings from Reflex vendor records map to Dolibarr vendor accounting configuration fields.

Reflex Fixed Asset records (acquisition date, cost, depreciation method, accumulated depreciation, useful life, asset category) map to Dolibarr's llx_asset and llx_asset_depreciation. Depreciation conventions (straight-line, declining balance, units of production) translate to Dolibarr's depreciation profile settings. We load accumulated depreciation as an opening depreciation entry so that net book value is correct at go-live. Asset disposal history and gain/loss entries are not migrated unless specifically scoped; we flag these for the customer's accounting team to handle post-migration.

Reflex Work Orders with linked Items, BOMs, labor hours, and material consumption map to Dolibarr's llx_mrp_production if the MRP module is activated. Open work orders migrate with status in progress; closed work orders migrate as historical records. Labor hours and material consumption from Reflex closed work orders are logged as production tracking entries in Dolibarr's mrp production lines. Closed work orders that impacted COGS and inventory simultaneously require a manual GL reconciliation entry because Dolibarr's standard accounting does not auto-reverse COGS postings from production closes.

Reflex tax codes (jurisdiction, rate, applicability to sales vs purchases) map to Dolibarr's llx_c_tva and llx_c_type_fees. We extract all active tax codes and map them to Dolibarr's VAT rate configuration, including compound tax scenarios and nexus-specific rates. Historical tax adjustments and multi-jurisdiction tax calculations are documented as supplemental configuration notes for the customer's admin to finalize based on their current tax obligations.

Reflex user records with role assignments and permissions map to Dolibarr's llx_user. We extract user names, emails, and role classifications, but permission sets are Reflex-specific and must be rebuilt in Dolibarr's module-level permission framework. Dolibarr's user access is managed through module activation and per-module permission flags, not a unified role-permission matrix like Reflex. We deliver a written permission map matching each Reflex user role to the equivalent Dolibarr module permission set for the customer's admin to configure post-migration.

Reflex Document Manager stores binary attachments linked to transactions and master records. We flag document associations during extraction (document type, linked record ID, file name) and re-link them post-migration in Dolibarr's documents directory using the same directory structure or a migration-specific subdirectory. Binary file migration requires UTF-8 encoding verification on file names; Dolibarr's document handler does not tolerate malformed encoding from Windows-exported files.

Reflex Sales Orders map to Dolibarr's llx_commande with status mapped from Reflex order state to Dolibarr order status values (draft, validated, shipped, closed). Line items resolve to llx_commandedet with product references linked to the migrated product catalog. Open orders migrate with status preserved; completed orders migrate as historical records. Quotes without a converted order in Reflex map to Dolibarr proposals (llx_propal) for any quotes still in progress at cutover.

Reflex Purchase Orders map to Dolibarr's llx_commande_fournisseur with status translated to Dolibarr supplier order states. Vendor references resolve to the migrated supplier records. Open purchase orders migrate with status in progress for fulfillment tracking; closed purchase orders migrate as historical records.