Migrate from SAVIO ERP to Microsoft Dynamics 365 Business Central

SAVIO ERP Sales Enquiry records with followup dates and reminder settings map to Dynamics 365 Lead. We preserve the followup date as FollowupBy on the Lead and the reminder cadence as a custom field savio_followupCadence__c. Enquiry status (Open, Converted to Quotation, Lost) maps to Lead Status. If the destination is Business Central CRM, Leads follow the Dataverse model with the same field mapping.

SAVIO ERP Quotations keyed by laminate size, thickness, finish (plate type), and brand map to Microsoft Dynamics 365 Sales Quote or Business Central Sales Quote. Per-unit pricing and brand-wise rates transform to Sales Line records. The source quotation number becomes the Dynamics Document No. for audit traceability.

SAVIO ERP Sales Order Booking maps to Microsoft Dynamics 365 Sales Order or Business Central Sales Order. The order's linked customer account and item lines migrate as header and line records respectively. Order status from SAVIO ERP (Confirmed, Dispatched, Invoiced) maps to the corresponding Dynamics order status values.

SAVIO ERP Production Requisition linked to Press Planning and Dryer Planning sequences maps to Dynamics 365 Production Order or Work Order depending on the selected Dynamics 365 edition. Press Planning routing steps become Production Order routing lines; Dryer Planning schedules become work center calendar entries. We preserve the production requisition number as a reference field.

SAVIO ERP sheet inventory with size, thickness, finish (plate), and brand attributes maps to Dynamics 365 Item or Business Central Item Master. The laminate-specific attributes migrate to item variant dimensions or custom fields: size to Item Attributes, thickness to a custom item field, finish (plate type) to a variant dimension, and brand to a product dimension group. Bar-code references and per-sheet expense costing migrate as custom fields on the Item.

SAVIO ERP Customer records with outstanding balances and GST registration details map to Dynamics 365 Customer or Business Central Customer. We preserve the SMS/Email alert preferences as a custom field on the Customer record. Customer-specific pricing rates from SAVIO ERP map to Dynamics Customer Price Groups or line-specific pricing.

SAVIO ERP Vendor records map to Dynamics 365 Vendor or Business Central Vendor. GST registration details, payment terms, and contact information transfer directly. Any vendor-specific alert settings preserved as custom fields.

SAVIO ERP GST-compliant Sales Invoice maps to Microsoft Dynamics 365 Sales Invoice or Business Central Posted Sales Invoice. Auto E-way bill generation flags and the E-way bill reference number migrate as custom fields on the invoice header. Historical posted invoices load as open or closed records based on payment status at extraction time.

SAVIO ERP delivery challans map to Microsoft Dynamics 365 Sales Shipment or Business Central Posted Shipment. Challan number, shipment date, and the linked delivery address migrate as header fields. E-way bill reference attached to the challan migrates as a custom field for cross-referencing against GST filings.

SAVIO ERP's ledger structure maps to Dynamics 365 Chart of Accounts. Account codes, account names, and account categories (Asset, Liability, Income, Expense) transfer directly. We preserve any SAVIO ERP account groupings as Dynamics Account Categories for financial reporting alignment.

SAVIO ERP D-lite (daily load) tracking maps to Dynamics 365 Work Center Capacity records or Business Central Work Centre. Daily load percentages, machine assignments, and the D-lite date range migrate as capacity records linked to the relevant work centre. Press machine and dryer assignments map to the corresponding work centre resource.

SAVIO ERP employee records with department assignments and basic compensation map to Dynamics 365 Human Resources Employee or Business Central Employee. Standard fields only; payroll-specific compensation structures that require SAVIO-specific configuration are flagged for manual rebuild in the destination payroll module.