Migrate from Syscom ERP to Dolibarr ERP

Syscom ERP item records (SKU, description, unit of measure, cost, and pricing tiers) map to Dolibarr Product records. We extract standard item fields and map unit of measure to Dolibarr's unit-of-measure field. Custom properties on items require pre-migration review to determine whether they map to Dolibarr extrafields or product subtypes (Simple Product vs Service). Product variants in Dolibarr require the Variants module to be enabled.

Syscom ERP multi-level BOM structures with component items and quantities map to Dolibarr's BOM module if enabled. BOM versions and alternative BOMs require explicit mapping because Dolibarr's BOM module handles single-level explosion. We extract the full BOM hierarchy and document multi-level parent-child relationships in a separate handoff sheet if the customer's manufacturing process relies on nested BOMs beyond what Dolibarr's BOM module visualizes. Routing and work center data from Syscom ERP maps to Dolibarr Project tasks or a manufacturing notes field.

Syscom ERP customer records (billing address, shipping address, contact details, credit limits) map to Dolibarr Third Party records with the Customer subtype. Customer-specific pricing that exists in Syscom ERP migrates to Dolibarr's price list or special price rules per third party. We preserve customer codes as Dolibarr's code field for reference integrity.

Syscom ERP vendor records (contact information, payment terms, bank details) map to Dolibarr Third Party records with the Supplier subtype. Vendor-specific notes or custom fields require pre-migration review. Bank details from Syscom ERP map to Dolibarr's Rib field on the supplier record.

Syscom ERP sales order headers and lines migrate to Dolibarr Customer Order (Commande Client). Line-item detail, pricing, quantities, and order status (draft, validated, shipped, closed) map directly. We extract open orders as the primary scope and handle historical closed orders as a separate archival pass if the customer requires them. The Order reference number from Syscom ERP becomes the Order ref_customer field in Dolibarr.

Syscom ERP purchase order headers and lines migrate to Dolibarr Supplier Order (Commande Fournisseur). Vendor reference, expected delivery date, and line-item detail preserve. PO status (open versus closed) maps to Dolibarr's order status workflow. We handle multi-currency PO amounts by mapping the Syscom ERP currency code to the corresponding Dolibarr currency configuration before the load.

Syscom ERP work orders with BOM references, production quantities, operation sequences, and production status map to Dolibarr Project records with task breakdowns. If the MRP module is enabled in Dolibarr, production tracking maps to MRP Production objects. We note that Dolibarr's MRP module is less manufacturing-depth-focused than a dedicated ERP, so manufacturing-specific fields (routing steps, work center capacity) are documented in the handoff sheet for admin configuration post-migration.

Current inventory balances extract at the warehouse and bin level from Syscom ERP. We map location codes to Dolibarr warehouse records and load on-hand quantities and unit costs. Inventory transaction history (stock movements, adjustments) migrates as Dolibarr Stock Movement records if the stock history scope is agreed upon during discovery; otherwise, only current balances move. Multi-warehouse configurations in Syscom ERP map to multiple Dolibarr entrepots.

Syscom ERP chart of accounts (account codes, names, types, parent hierarchy) maps to Dolibarr Accounting Plan entries. Active versus inactive status preserves. If Syscom ERP uses a multi-entity structure, we map each entity's chart of accounts to a separate Dolibarr accounting configuration. Currency gains and losses accounts for multi-currency must be explicitly identified during field mapping because Dolibarr's default chart may use different account codes for unrealized currency positions.

Syscom ERP user accounts (login, roles, permissions) map to Dolibarr User records. We extract roles and map them to Dolibarr's permission groups. Dolibarr's permission model is module-based (access granted per module), so we document which Syscom ERP roles correspond to which Dolibarr module access grants during the mapping phase. Users without a corresponding Dolibarr login go to a reconciliation queue.

Syscom ERP user-defined fields vary by module and customer configuration. We identify all custom fields during discovery and map them to Dolibarr extrafields on the corresponding objects (ThirdParty, Product, Order, etc.). Dolibarr extrafields are typed (string, integer, select, date, checkbox) and must match the source field type during mapping. Complex custom objects that have no Dolibarr equivalent are documented in the handoff sheet for admin review.

Syscom ERP multi-currency setup (currency codes, exchange rate tables, and currency gains/losses accounts) maps to Dolibarr's multi-currency accounting configuration. We extract exchange rates as of a agreed point-in-time and load them into Dolibarr's currency rate table. Any currency gains and losses accounts referenced in Syscom ERP that do not exist in Dolibarr's default chart of accounts are flagged for account creation before the currency-enabled entities load.