Migrate from Success ERP to Infor CloudSuite Corporate

Success ERP customer records with flat table structure map to Infor Business Partner with PartnerType = Customer. We map customer name, primary contact details, GSTIN (preserved as Tax ID with Indian format validation), billing address, and PAN where present. Credit limits and payment terms require manual confirmation against the export because Success ERP sometimes stores these as partner-specific settings rather than fields on the customer record. The GSTIN is validated for 15-character format before insert into Infor's tax registration field.

Success ERP vendor master data follows a similar flat structure to customer records. We map vendor name, PAN/TAN, contact information, and payment terms. Bank account details for vendor payments must be confirmed as included in the export; if the export omits these fields (common in Success ERP configurations), we add them to the manual reconciliation checklist before the Accounts Payable import phase begins.

The Indian accounting chart of accounts exported from Success ERP maps directly to Infor GL Account Master with account codes, names, and group assignments preserved. The full hierarchy and group mappings reconstruct the account structure in Infor's general ledger. We flag any accounts with Indian-specific group codes (such as TDS, TCS, or GST-related ledger groups) and confirm their mapping to Infor's tax accounting structure before insert.

Sales invoices from Success ERP map to Infor Accounts Receivable Invoice with GST amount, HSN codes, and tax breakdown preserved in the invoice distribution lines. Each line item links to the item master and the customer Business Partner. We flag invoices with missing GST details for customer review before import; Infor requires complete tax configuration for Indian statutory reporting through the GST Returns module.

Purchase invoices map to Infor Accounts Payable Invoice with the vendor Business Partner reference, GST input tax amounts, and HSN codes preserved on each distribution line. TDS deduction amounts from Success ERP map to Infor's withholding tax configuration if the export includes TDS field values.

Item masters with stock quantities, rates, and UoM map to Infor Item Master. Serial number tracking and batch information transfer only if the Success ERP export includes those fields, which varies by implementation. We add a pre-migration checklist item to confirm whether serial and batch exports are available before the inventory import phase.

Basic employee records including name, designation, department, and salary details map to Infor HCM Employee. Leave balances and payroll history require separate export files which must be explicitly requested from the Success ERP implementation partner before migration. We do not assume these files are available in the standard export set.

Custom fields added by the Success ERP implementation partner are not documented in any public schema and cannot be detected programmatically. We instruct customers to audit their report exports for any columns they do not recognise and provide a complete field list before migration kickoff. We then create equivalent custom fields in Infor OS before data load. This is flagged as HIGH risk because missing custom fields can mean losing business-critical data with no recovery path.

Document attachments such as invoices, receipts, and contracts stored within Success ERP are not accessible via documented export mechanisms. Customers must separately extract attachments from the platform or request their implementation partner to extract the file store. We include a manual document checklist and timestamp each extracted file so that documents can be linked to the migrated transaction records in Infor IDM after cutover.

Success ERP's GST configuration maps to Infor's tax setup including GST registration numbers, tax codes, and GST return filing parameters. We preserve the GSTIN on each Business Partner, the HSN code mapping on items, and the tax rate structure for CGST, SGST, IGST, and cess where applicable. Indian GST compliance reporting depends on this configuration being complete before the first invoice is created in Infor.

Payment terms defined in Success ERP (such as Net 30, Net 45, or advance payment) map to Infor Terms of Payment master data. Each Customer and Vendor Business Partner references a Terms of Payment code that we load before the partner import so that the relationship is satisfied at the moment of insert.