Migrate from Sage 500 to Infor CloudSuite Corporate

Sage 500 stores GL Account codes, segments, and hierarchies in standardized SQL tables with clear foreign-key relationships to journal entries. We extract via direct SQL JOIN across GL00010 (account master), GL00100 (account segment codes), and GL00101 (segment definitions), preserving account type, posting status, and multi-segment structure. Infor CloudSuite requires accounts to be entered before any transactional data, so this is always the first import sequence. We map Sage's account code format directly to Infor's account code structure, flagging any segment-length mismatches for customer validation.

Sage 500 customer master records include billing addresses, shipping addresses, payment terms, 1099 configuration, credit limits, and tax exempt status from the AR_Customer and IM_Address tables. We extract all active and inactive customer records, preserving the customer number as the Infor customer ID, the primary billing address as the default, and all ship-to addresses as Infor customer address records. Tax exempt certificates and exemption reasons are noted as attachment references requiring manual re-entry in Infor.

Sage 500 vendor records (AP_Vendor, IM_Address) include payment terms, 1099 configuration, W-9 status, and per-address type (purchasing, remit-to, ship-from). We extract all vendors and map to Infor vendor records, preserving 1099 category and exemption status as manual-configuration flags in Infor. Vendor-specific tax codes and nexus assignments are noted as requiring review against Infor's tax configuration.

Sage 500 tracks open receivables in AR_Open field with aging buckets (current, 31-60, 61-90, 91+). We extract full invoice detail including aging buckets, original invoice date, due date, and applied payment history. Infor CloudSuite must match the aging period configuration to avoid bucket misalignment post-migration. We recommend aligning aging period definitions before migration begins, and we flag any Sage invoices with partial applications for manual resolution.

Sage 500 stores open payables in AP_Open with voucher detail, payment terms, and aging bucket assignments. We extract all open vouchers, preserve the voucher number as a reference, and map payment terms to Infor's vendor payment code. Any held or disputed vouchers are flagged in a separate reconciliation report for the AP team to resolve before final AP migration.

Sage 500 inventory master records include costing method (FIFO, LIFO, standard), warehouse assignments, on-hand quantities, and unit of measure. Multi-warehouse setups require us to map site-specific item locations from IM_BinLoc to Infor's warehouse structure. FIFO and LIFO cost layers require explicit confirmation of the destination's costing engine before we commit to a cost-carryover strategy. Standard cost items extract cleanly and map directly to Infor's standard cost field.

Sage 500 stores sales orders across OE_OrderHdr and OE_OrderDtl with line items, quantities, pricing, warehouse assignments, order status, and backorder flags. A single sales order spans four to six tables including tax schedules and warehouse extensions. We assemble complete order records via multi-table JOINs, preserve fulfillment dates and backorder flags at the line level, and map Sage order statuses to Infor's order lifecycle states. Open orders are prioritized over historical orders in the migration sequence.

Sage 500 purchase orders are stored across POP_OrderHdr and POP_OrderDtl with line items, quantities, pricing, vendor references, and receipt history. We extract open and partially-received POs, preserving receipt history as line-level notes. POs with full receipt history but no posted invoice are flagged for AP reconciliation. Historical POs (fully received and invoiced) migrate as closed records with reference links.

Sage 500 fixed asset records include depreciation schedules, book values, asset classes, acquisition dates, and depreciation history from the FA asset and depreciation tables. We extract the full depreciation history (book, tax, and alternate books), but the destination must support the same depreciation methods (straight-line, declining balance, sum-of-years) to avoid schedule recalculation. Any mid-year disposals or retirements in Sage are migrated as Infor retirement transactions with gain/loss references.

Sage 500 stores all GL journal entries with source module, batch number, posting date, and full detail lines in GL transactions tables. We extract journal entries by fiscal year, preserving the originating source module (AP, AR, Inventory, Payroll) in a custom field. Closed fiscal periods are migrated as locked entries; the current open period is held open until migration cutover. We flag any journal entries with unbalanced debits/credits in the source as data-quality issues requiring correction before migration.

Sage 500 bank account codes, reconciliation records, and GL linkages are extracted from the bank module tables. We preserve account numbers, bank names, and the GL account each bank account reconciles to. Bank reconciliation records (CK_Recon) are migrated as starting-point reconciliation data in Infor, with a recommendation to begin fresh reconciliations at the go-live date for cleaner audit trails.

Sage 500 segment values for departmental or project-level reporting exist as dimension tables (GL_Segment) used in multi-segment account codes. We extract all active segments with their descriptions and any historical values used in closed fiscal years. Mapping to Infor requires confirming whether Infor uses a separate cost center dimension or embeds segments in the account code structure, which varies by CloudSuite industry edition.

Crystal Reports templates storing invoice, PO, and statement formats are .rpt files stored on the Sage 500 server file system, not in the SQL database. These files are not migrated by FlitStack AI. We provide a written inventory of all .rpt files identified on the Sage 500 server, flag their file paths, and note their associated forms (invoice, statement, PO). The customer's IT team manually transfers the .rpt files and re-imports them into Infor's report writer or a third-party tool like ECS Reporting Solutions (infor-certified partner for CloudSuite reports).