Migrate from VAIL-ERP to Infor CloudSuite Corporate

VAIL-ERP patient records covering demographics, insurance details, and referral sources map to Infor CloudSuite HCM Contact or a custom patient entity depending on the Cloudsuite variant (Healthcare vs. Industrial). We extract patient records from the VAIL-ERP patient module via the Velosi-assisted database export, preserve custom fields discovered during enumeration, and load through the Infor Migration Utility Import Source Tables form. Encounter-to-patient linkage is preserved by resolving the patient_id foreign key on the encounter table during the patient import phase.

VAIL-ERP clinical encounter records linked to patient IDs via foreign key map to Infor CloudSuite encounter or activity records. We export encounter_type, provider_assignment, and timestamp fields from the VAIL-ERP encounter table and stage them in SQL Server before loading through the Infor Migration Utility. The patient parent record must be present in the destination before encounter records are imported to satisfy the lookup dependency. Encounter codes are mapped to Infor-coded values via a lookup table built during the discovery phase.

VAIL-ERP HR module employee records including job titles, department assignments, compensation history, and effective-dated changes map to Infor CloudSuite HCM Employee. We export the employee table and any associated effective-dated change records, map the VAIL-ERP department_id to the Infor department reference loaded in the master data phase, and preserve compensation fields as custom fields if no direct Infor HCM equivalent exists. Any employee records referencing a department not yet loaded are held until the department phase completes.

VAIL-ERP department and cost-center records are reference data used across HR, finance, and inventory modules. We extract the full department table first in the migration sequence, map department_id to the Infor department reference, and deploy these records before any downstream module import begins. All employee, supplier, and inventory records depend on this phase completing successfully.

VAIL-ERP supplier records with contact details, agreed pricing, and contract references from the procurement module map to Infor CloudSuite Supplier or Vendor. We extract supplier records from the VAIL-ERP procurement module via the Velosi-assisted export, stage them in SQL Server, and import through the Infor Migration Utility Supplier form. If the Cloudsuite variant uses a separate vendor management module, we configure the lookup relationship during the import steps definition.

VAIL-ERP inventory items with part numbers, descriptions, stock levels, reorder points, and location assignments across multi-site deployments map to Infor CloudSuite Item records. We export the inventory item table and any location-quantity association records, map the site and location references to Infor site and warehouse records loaded in the master data phase, and preserve reorder-point and stocking-flag custom fields. Inventory must be loaded after site and warehouse master data but before open purchase and sales transactions that reference items.

VAIL-ERP chart of accounts defines the financial structure for all transaction entries. We extract the full account list and account code definitions from the VAIL-ERP finance module, map account codes to Infor CloudSuite account codes, and flag any inactive or archived accounts for customer review before import. The chart of accounts loads before any financial transaction import to satisfy account code validation in Infor.

VAIL-ERP tax code definitions including rate, jurisdiction, and applicability flags are extracted from the finance module and mapped to Infor CloudSuite tax codes. We flag any tax codes used in open AP/AR transactions that lack a counterpart in the Infor tax jurisdiction setup, as these transactions will be rejected during import validation if the referenced tax code does not exist.

VAIL-ERP AP/AR ledger entries and journal records with account codes, transaction dates, and amounts map to Infor CloudSuite financial transaction records. We extract open items from the finance module, map account codes through the chart-of-accounts mapping established in the master data phase, and import in sequential batches to avoid overwhelming Infor's import validation. Closed transactions are imported as historical records; open items carry their current status and due date.

VAIL-ERP user accounts with role assignments tied to module access map to Infor CloudSuite User records. We extract the user table with role and permission set assignments, map role names to Infor OS role definitions, and load user records before module-specific data imports so that owner and assigned-user lookups are resolved. Infor requires an active Infor OS tenant with user provisioning completed before the Migration Utility can assign records to users.

VAIL-ERP document attachments (file name, type, attached entity, date) linked to patients, encounters, suppliers, and HR records are exported as metadata alongside the files themselves. We map document metadata to Infor CloudSuite Document Management records with the appropriate entity reference (Contact, Encounter, Supplier, Employee), and reattach the files to the destination records through Infor's document management import process. Documents without a matching parent record in the destination are flagged for manual review.

VAIL-ERP custom fields for healthcare-specific attributes such as insurance codes, referral sources, and clinical flags are discovered by enumerating record samples during the discovery phase. We map each discovered custom field to an equivalent Infor CloudSuite custom field (defined via Infor Mongoose IDE or Infor OS configurator) or, where no equivalent exists, to a notes or extended-attribute field with the original field name preserved as a label. Custom field definitions must be deployed to the Infor tenant before any module data import begins.