Migrate from Spectrum ERP to Infor CloudSuite Corporate

Spectrum Jobs map to Infor Projects with their full phase and cost-code hierarchy preserved. Phase structures in Spectrum (which nest under Jobs) map to Work Breakdown Structure segments in Infor. Historical job cost data carries over as project budget vs. actuals in the Infor Project Management module. Job status (active, closed, on-hold) migrates to Infor Project Status with a custom field for Spectrum's original job number.

Spectrum Work Orders link to Jobs and carry their own labor, materials, and equipment allocations. We preserve the work order-to-job linkage via the Infor Project WBS reference, and migrate labor hours, material quantities, and equipment assignments to the corresponding Infor cost-tracking fields. Associated images from the Document Imaging web service migrate as attachments to the Infor Work Order.

The Spectrum G/L Account structure (including segment values and rollup hierarchies) maps to Infor's GL Account Master. Account segments in Spectrum with multiple dimensions map to Infor's dimensional chart of accounts. We run a pre-migration mapping session to align Spectrum cost codes to Infor account segments, as the two systems use different segment naming conventions.

Both sides of every journal entry are extracted via the Spectrum Add G/L Journal Entries web service, which surfaces debit and credit lines in a single call. This is migration-critical: both sides must land in Infor together or the trial balance will not reconcile. We map journal entry batch numbers to Infor Journal Batch, entry dates to the posting date, and account codes per the chart of accounts mapping established in the scoping phase.

Employee records, dependents, insurance, and training certifications migrate via web services. Certified payroll and union-rule compliance fields vary by customer configuration and may require field-level remapping of deduction codes and benefit accrual rules. We extract the full employee record including employment status, pay type, and any union affiliation during scoping and flag deduction codes that need manual setup in Infor Payroll before the payroll migration phase runs.

Spectrum's construction payroll is one of its strongest modules, supporting union rules and certified payroll. Pay stubs, pay groups, and deductions carry over but deduction codes require remapping because Infor Payroll uses its own payroll tax engine and benefit deduction tables. We extract current payroll data including year-to-date earnings, tax withholdings, and certified payroll reports, and deliver a deduction-code reconciliation spreadsheet for the customer's Infor payroll admin to configure before historical payroll data is loaded.

Customer records from Spectrum A/R migrate to Infor's AR Customer module with billing addresses, payment terms, and credit limits. Open invoice data migrates as outstanding AR transactions; historical paid invoices are archived per the customer's retention scope. Customer-specific GL assignments from Spectrum (such as AR trade accounts per customer region) map to Infor's AR configuration.

Vendor records from Spectrum A/P migrate to Infor's AP Vendor module with remittance addresses, 1099 settings, and payment terms. Open AP invoices migrate as outstanding payables with aging buckets matching Spectrum's aging structure. Historical paid invoices are archived per retention scope. Vendor-specific GL accounts from Spectrum map to Infor AP configuration during the vendor import phase.

Equipment records and Equipment Work Orders from Spectrum migrate to Infor's Equipment Management module. Preventive maintenance schedules, work order components, and equipment notes transfer via the Equipment Tracking Requisition and Equipment Work Order web services. Equipment cost tracking (depreciation, fuel, maintenance) maps to the corresponding Infor cost pools.

Inventory items, warehouses, and on-hand quantities migrate from Spectrum to Infor's Inventory Management module. Item cost layers, reorder points, and BOM structures map to Infor's item master with the appropriate costing method (FIFO, LIFO, or average cost) set per the customer's existing Spectrum configuration. Infor's WMS capabilities, where licensed, extend the inventory tracking scope post-migration.

Spectrum's Service Hub allows up to four custom fields per Service Request form. We extract all four-field configurations in use, including field definitions and current values, during scoping. Mapping to Infor's custom field model depends on the destination CloudSuite edition: if Infor OS supports more than four custom fields, we carry over the full set; if the configuration scope matches Spectrum's four-field limit, we preserve all four. The customer chooses target field placement during the scoping session.

Project Log Images, Work Order Images, and Employee Images are available via dedicated Spectrum web services without Excel template support. Binary image data requires a separate transfer pass after relational data (Jobs, Work Orders, Employees) is loaded into Infor so that parent-record IDs are available for linking. Images attach to the corresponding Infor records (Project, Work Order, Employee) via Infor's Document Management module.