Migrate from Reflex ERP to Infor CloudSuite Corporate

Reflex GL accounts with account codes, descriptions, account types (asset, liability, equity, revenue, expense), and inactive flags map directly to Infor CloudSuite's Chart of Accounts structure. We preserve account classifications and inactive status during import. Account type mapping requires configuration in CloudSuite's accounting entity setup, as Infor uses a more granular account type hierarchy than Reflex in some editions. Intercompany account designations and currency revaluation flags require manual configuration in Infor OS after migration.

Reflex Customer master records with billing address, shipping address, payment terms, credit limits, and contact details map to Infor CloudSuite Business Partner with address book functionality. We extract all customer fields, resolve payment term codes to Infor term codes, and map credit limit values to Infor's credit management configuration. Multiple shipping addresses per customer become separate Address records linked to the same Business Partner. Contact details migrate as Contact records linked to the Business Partner.

Reflex Vendor master records mirror the Customer structure with address, payment terms, and 1099 settings. We extract vendor records in full and map vendor IDs to the destination Business Partner. 1099-related flags (1099-NEC, 1099-MISC, etc.) migrate to Infor's tax reporting configuration, which requires manual review for US-based vendors because Infor's tax jurisdiction setup is more granular than Reflex. Vendor-specific payment methods and ACH settings require post-migration configuration in CloudSuite AP.

Reflex Items with part numbers, descriptions, costing methods (FIFO, average, standard), and pricing tiers map to Infor CloudSuite Item Master. The costing method determines how inventory valuation posts to the GL, so we validate that the Infor costing method matches the Reflex configuration exactly before opening inventory transactions. Pricing tiers migrate as Infor price lists attached to the Item Master. Unit of measure conversions defined in Reflex map to Infor's UOM conversion table.

Reflex Items with BOM structures for manufactured items require extraction of the full component hierarchy, where each level nests sub-assemblies that are themselves BOM-bearing Items. We extract BOM headers, component lines, quantities per, operation numbers, and scrap percentages. In CloudSuite Industrial (SyteLine), BOMs attach to Items and routings define the labor and machine operations sequence. Multi-level BOMs require careful sequencing in the migration so that sub-assembly Items are loaded before the parent BOM that references them.

Reflex treats Projects as cost-tracking entities with revenue recognition, change orders, and sub-project breakdowns. We extract project headers, budget lines, and actuals. Budget-versus-actual variance reporting does not migrate as-is because CloudSuite's project costing module may require configuration of the cost breakdown structure. Project status, billing method, and billing contact information migrate with the project header. Sub-projects map to Infor's Work Breakdown Structure hierarchy. This mapping is tier-dependent; not all CloudSuite editions include project management.

Open Accounts Payable records linked to Vendor IDs with invoice numbers, amounts, due dates, and payment terms extract at a defined cut-off date and map to Infor CloudSuite AP Invoice or Voucher records. We preserve invoice number, invoice date, due date, amount, and payment terms. Prepayments and credit memos require separate handling as Infor pre-payment vouchers or credit notes. Any AP aging data carries forward as the opening balance after cutover. Unposted Reflex AP records must be posted before migration to avoid orphaned balances.

Open Accounts Receivable records linked to Customer IDs with invoice number, amount, due date, and aging bucket status extract at cut-over and map to Infor CloudSuite AR Invoice records. We preserve invoice number, invoice date, due date, amount, and aging status. Credit memos and prepayments require separate mapping to Infor credit note and deposit records. Any partially applied AR (overpayments or underpayments) requires explicit resolution of the application in Reflex before migration so that the correct open balance posts in CloudSuite.

Reflex Fixed Asset records include acquisition date, cost, depreciation method, accumulated depreciation, and useful life. We extract the full asset register and map depreciation conventions to Infor's Asset Management module, which requires configuration of depreciation books and fiscal year conventions before asset migration. Partially depreciated assets carry forward their net book value as the acquisition cost in Infor, with accumulated depreciation tracked separately. Asset assignments to departments or cost centers map to Infor cost center assignments.

Work orders in Reflex link Items, BOMs, and labor routing with open and closed status. We extract open work orders with labor hours and material consumption. Closed work orders in Reflex simultaneously impact COGS and inventory, so their migration into CloudSuite requires careful sequencing to ensure that the equivalent production transactions post in the correct fiscal period. Work order routing operations map to Infor's operation sequence, with labor hours and machine time as separate fields. This mapping is edition-dependent; CloudSuite Industrial includes full work order management while Financials-only editions do not.

Reflex User records with role assignments extract for all active and inactive users. We flag inactive status and preserve role names for reconstruction in Infor CloudSuite. Permission sets are Reflex-specific and do not map directly to Infor's role-based access control, so we deliver a written inventory of every Reflex role with its permissions and a recommended Infor role mapping. The customer provisions the corresponding Infor users and assigns roles based on the inventory. Active users with no corresponding Infor user go to a reconciliation queue.

Reflex Tax Codes define jurisdiction and rate for sales and purchase transactions. We extract all active tax codes with their rates and map them to Infor CloudSuite's tax setup, which requires jurisdiction assignment, tax type configuration (sales tax, VAT, GST), and rate tables. Historical tax adjustments and nexus-specific codes require manual configuration review in Infor because CloudSuite's tax engine handles multi-jurisdiction compliance differently than Reflex. Tax exemptions and Resale Certificate records migrate as customer tax exemption settings.