Migrate from Vault-ERP to Infor CloudSuite Corporate

Vault-ERP allows tailored forms and fields per instance, so account hierarchies vary between tenants. We extract the full account hierarchy via the NetSuite API and map it to the Infor CloudSuite chart of accounts, flagging any custom account types that require Infor OS custom field configuration. Multi-subsidiary account structures in Vault-ERP Enterprise map to Infor's legal entity hierarchy, which must be configured in CloudSuite before account load because entity assignment is a parent-record dependency.

Vault-ERP Customer records map to Infor CloudSuite Customer records (for B2C) or Business Partner records (for B2B). Contact details, billing and shipping addresses, credit limits, and payment terms migrate 1:1 with value mapping applied for any custom classification fields added per business process. Customer is loaded after the Chart of Accounts because the AR account reference is a foreign key in Infor CloudSuite.

Vault-ERP Vendor records map to Infor CloudSuite Supplier records. Tax identification numbers, payment terms, and bank account details migrate directly. Custom vendor classification fields require per-instance mapping against Infor's vendor type and category schema. Vendor is loaded in the same phase as Customer, before any AP record imports.

Vault-ERP Item records (inventory, non-inventory, service, and assembly/BOM types) map to Infor CloudSuite Item master. We preserve item type, unit of measure, pricing, BOM structure, and costing method. Custom item fields added per business process require per-instance mapping against Infor's extensible item schema. Item must be loaded before any Sales Order, Purchase Order, or inventory transaction because item references are validated at insert time in Infor CloudSuite.

Open payable records from Vault-ERP carry outstanding balances, payment terms, due dates, and vendor invoice references. We map these to Infor CloudSuite voucher records, preserving the vendor lookup, invoice number, and amount. Currency and subsidiary mappings are applied where Vault-ERP operates multi-currency or multi-entity. Open AP is loaded after Vendor records are validated in the destination.

Open receivable records migrate to Infor CloudSuite AR invoice records with customer lookup, invoice number, amount due, and payment terms preserved. Currency and subsidiary metadata are mapped from Vault-ERP fields. Open AR load is sequenced after Customer records are confirmed in the destination database.

Vault-ERP Sales Order records reference customers, items, pricing, quantities, and fulfillment status. We extract the underlying transaction data and remap it to Infor CloudSuite's order structure, applying warehouse and shipping configuration from the destination. Vault-ERP's custom form logic means order layouts vary; we handle this during schema discovery and apply order-type mapping per record during the transform phase.

Purchase Order records map to Infor CloudSuite PO records with vendor lookup, item lines, quantities, and delivery dates preserved. Approval workflows in Vault-ERP (custom form logic) do not migrate; we deliver a written map of active approval rules for the Infor administrator to configure in Infor OS Workflow. PO load is sequenced after Vendor and Item records are confirmed.

Vault-ERP Employee records map to Infor CloudSuite Worker records with profile data, job titles, department assignments, and employment status. Vault-ERP stores effective-dated changes for compensation, job titles, and department reassignments as separate dated records. We extract the full effective-dated change log and load it into Infor CloudSuite as a sequence of dated employment events, preserving audit continuity rather than importing only the latest snapshot.

Vault-ERP time tracking records (billable and non-billable hours linked to projects or employees) map to Infor CloudSuite time registration entries. We extract raw hour and project associations and remap them to the destination's cost center and project structure. Billable flag, project reference, and labor category migrate as custom fields where Infor CloudSuite's standard time schema does not include these classifications.

Document storage in Vault-ERP uses the platform's file management layer. We export file references, metadata, and binary content alongside associated records (Customer, Vendor, Order, Employee). We verify every migrated document by checksum comparison after transfer and flag any attachment where the source and destination hashes do not match. Infor CloudSuite's document management replaces Vault-ERP file storage; we map to Infor's document attach model on the corresponding entity.

Vault-ERP's custom fields and modified standard fields are instance-specific and not universally portable. We inventory every custom field during the schema discovery pass, classify each by data type and entity attachment, and map them to Infor CloudSuite custom fields via Infor OS configuration. Fields without a destination equivalent are documented in the migration inventory with a recommendation for manual entry or Infor OS custom field creation. Custom Objects themselves do not migrate (Vault-ERP marks custom objects as unsupported).