Migrate from Udyog ERP to Dolibarr ERP

Udyog ERP Customer master stores billing address, GSTIN, PAN, contact name, phone, and email as flat fields. We extract via direct SQL SELECT from the customer ledger tables, validate each GSTIN against the GSTN checksum algorithm and the public GSTN API, and map to Dolibarr ThirdParty records with the customer type flag set. PAN numbers map to Dolibarr's VAT number or a custom IdExt field. Billing address maps to the Dolibarr address fields; separate shipping addresses require the Dolibarr Addresses module activation.

Vendor master mirrors Customer structure with additional TDS deduction fields. We preserve vendor GSTIN and extract TDS rate codes for mapping to Dolibarr's accounting dimension fields or a custom supplier-specific field. The ThirdParty record is created with supplier type in Dolibarr. Indian statutory deductions (TDS sections 194C, 194J, etc.) are flagged as configuration items because Dolibarr's base accounting does not include India-specific TDS withholding modules natively.

Udyog ERP Item master includes SKU, HSN code, unit of measure, opening stock, and valuation method (FIFO or weighted average). We export Items with their current stock levels and map HSN codes to Dolibarr's product categorization. Standard BOM linkages are extracted as separate parent-child relationships for BOM reconstruction in Dolibarr. Dolibarr's stock valuation uses the same FIFO and weighted-average methods; we map the valuation_method field directly.

Udyog ERP's Indian accounting chart includes statutory ledgers for GST input tax, GST output tax, TDS receivable, TDS payable, TCS, and CGST/SGST/IGST split accounts. We map standard account codes to Dolibarr accounting chart equivalents and flag any India-specific tax accounts (GST, TDS, TCS) that require a community module or custom PHP configuration in Dolibarr before the accounting module is functional for Indian compliance.

Outstanding receivable vouchers from Udyog ERP include voucher number, party name, gross amount, GST tax component, and due date. We split each voucher into a Dolibarr Customer Invoice record with status = unpaid and a corresponding payment schedule line. The original voucher numbering is preserved in the Dolibarr ref and ref_int fields for audit continuity. GST tax lines are mapped to the Dolibarr invoice tax lines using the HSN-mapped product/service line.

Outstanding payable vouchers from Udyog ERP map to Dolibarr Supplier Invoice records with status = unpaid. TDS deduction amounts from Udyog ERP vendor records are carried as credit entries on the corresponding TDS payable account in Dolibarr's accounting module. Voucher-level detail preserves the original Udyog ERP numbering in the Dolibarr ref_int field.

All posted journal vouchers from Udyog ERP with narration, date, and multi-legger debit/credit lines are exported in chronological sequence. We maintain the original voucher numbering to preserve audit trail continuity. Each journal line maps to a corresponding Debit or Credit line in Dolibarr's accounting module. Narration text migrates to the Dolibarr label or note field.

Multi-level BOMs with nested sub-assemblies, scrap percentages, operation sequences, and work centre assignments require careful extraction and Dolibarr-specific configuration. Dolibarr does not ship a native manufacturing module in its core package; BOM support is available through the MRP DoliStore module or requires custom PHP development. We extract the full BOM hierarchy via SQL, flatten it to the active BOM version at migration time, and deliver a written BOM configuration guide for the Dolibarr admin to implement in the target system along with the extracted component and scrap data.

Udyog ERP Work Orders reference a BOM, planned quantity, and actual production quantities with status flags (Pending, In Progress, Closed). Dolibarr has no native Work Order object. We map Work Orders to Dolibarr Projects with Tasks representing individual work order operations, preserving the original status as a custom Project status field. The customer configures the DoliStore MRP module or a project-based production tracking workflow post-migration.

Production orders in Udyog ERP capture input material consumption and finished goods output with date-stamped transactions. We extract full consumption ledgers and flag any under-closed production orders requiring manual resolution. In Dolibarr, production tracking is handled through the Project and Task modules with material consumption recorded as expense lines; the customer implements a DoliStore production module or custom workflow for full manufacturing parity.

Udyog ERP Employee records include designation, department, PAN, bank account details, and leave balances. We extract core employee fields (name, email, phone, department, designation) and map them to Dolibarr User records. Bank details for payroll processing require a custom field or the Dolibarr HR module's bank information section. Leave balances from Udyog ERP's HRMS submodule are documented separately because Dolibarr's leave management is basic and country-specific; the customer reconciles leave data manually or through a DoliStore HR module.

Udyog ERP Project master and cost centres link to budget lines, revenue recognition schedules, and milestone billing. We extract project WIP balances, open task lists, and milestone definitions. In Dolibarr, Projects store the project name, description, date range, and budget. WIP balances map to Dolibarr expense or time-tracking entries against the Project. Milestone billing requires manual setup in Dolibarr's Project module or a DoliStore module.