# Infor VISUAL to CloudSuite Industrial Data Cleanup Worksheet

> Source: https://netray.co/tools/visual-to-cloudsuite-data-cleanup-worksheet
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

Track record counts, cleanup effort and owners for each master data object before a VISUAL to CloudSuite Industrial migration.

## Category

erp-migration

## Erp

Infor VISUAL

## Audience

- Project manager
- Data owner
- ERP consultant

## Tool

**Kind:** worksheet

**Mode:** editable

**Columns:**

#### Data object

**Key:** object

**Type:** text

#### Data owner

**Key:** owner

**Type:** text

#### Total records

**Key:** total

**Type:** number

**Format:** integer

#### Inactive or obsolete

**Key:** inactive

**Type:** number

**Format:** integer

#### Records with errors

**Key:** bad

**Type:** number

**Format:** integer

#### Minutes per fix

**Key:** mins

**Type:** number

**Format:** decimal

#### Records to migrate

**Key:** migrate

**Type:** number

**Expr:** total - inactive

**Format:** integer

#### Cleanup effort

**Key:** hours

**Type:** number

**Expr:** bad * mins / 60

**Format:** hours

#### Status

**Key:** status

**Type:** select

**Options:**

- Not started
- In progress
- Done

**Rows:**

**Object:** Parts

**Owner:** Materials manager

**Total:** 18400

**Inactive:** 6200

**Bad:** 950

**Mins:** 3

**Status:** In progress

**Object:** Customers

**Owner:** Sales operations

**Total:** 2100

**Inactive:** 700

**Bad:** 180

**Mins:** 4

**Status:** Not started

**Object:** Vendors

**Owner:** Purchasing

**Total:** 1350

**Inactive:** 520

**Bad:** 90

**Mins:** 4

**Status:** Not started

**Object:** Bills of material

**Owner:** Engineering

**Total:** 5200

**Inactive:** 1900

**Bad:** 310

**Mins:** 8

**Status:** In progress

**Object:** Open sales orders

**Owner:** Customer service

**Total:** 430

**Inactive:** 0

**Bad:** 25

**Mins:** 6

**Status:** Not started

**Object:** Open purchase orders

**Owner:** Purchasing

**Total:** 380

**Inactive:** 0

**Bad:** 20

**Mins:** 6

**Status:** Not started

**Totals:**

#### Total records

**Key:** total

**Agg:** sum

**Format:** integer

#### Records to migrate

**Key:** migrate

**Agg:** sum

**Format:** integer

#### Total cleanup hours

**Key:** hours

**Agg:** sum

**Format:** hours

**Summary:**

#### Share of records migrating

**Key:** keep_pct

**Expr:** sum_migrate / max(sum_total, 1) * 100

**Format:** percent

#### Cleanup effort in working days

**Key:** days

**Expr:** sum_hours / 7

**Format:** days

**Notes:** Counts are examples. Replace them with real counts from your VISUAL database and agree with each data owner what counts as an error.

## Content

**Intro:** Migrations stall on dirty data far more often than on technology. This worksheet turns a vague cleanup promise into numbers by object: how many records exist, how many you can leave behind, how many need fixing and who owns the work.

**Sections:**

#### How to use it

**Body:** List each master and open transaction object. Run counts from your VISUAL database or reports, then ask the owner to define inactive and error. Estimate minutes per fix from a small sample, not a guess. The sheet computes records to migrate and total effort so you can see which object drives the plan.

**Bullets:**

- Count open orders separately from history
- Sample 50 records before estimating minutes per fix
- Get the data owner to confirm every row

#### Reading the result

**Body:** Cleanup effort equals records with errors times minutes per fix, divided by 60. The working days figure assumes seven productive hours per day for one person, so divide by your team size for calendar time. The migrating share shows how much archiving removes. A low share often means the cutoff for inactive is too strict or your history is large.

#### Common mistakes

**Body:** Teams underestimate bills of material and routings because errors need engineering judgement. They also forget that cleaning data in the old system must be repeated if records keep changing during the project. Plan a freeze or a delta approach.

**Bullets:**

- Treating all fixes as equal effort
- No sign-off on what is inactive
- Cleaning data that changes again before cutover

**Cta:** We can help script the profiling queries that feed these counts, or review the plan with you. The worksheet itself is free and complete.

**Faq:**

#### What counts as inactive?

**Answer:** That is a business decision. Common rules are parts with no transactions in a set number of years, closed customers and vendors with no open documents. Write the rule down and get approval before archiving anything.

#### Is this specific to CloudSuite Industrial?

**Answer:** The layout suits any ERP migration. It is labelled for VISUAL to CloudSuite Industrial because the objects listed match what shops usually plan to bring across.

#### How accurate is the effort estimate?

**Answer:** As accurate as your minutes per fix. Sample real records, time the fixes and add a margin for review. Treat the result as a planning range, not a commitment.

#### Can I add more objects?

**Answer:** Yes. Add rows for routings, work centers, employees, price lists, tax codes or anything else your migration scope includes, then export the whole sheet to Excel.

## Search terms

visual to cloudsuite data cleanup, erp migration data cleansing worksheet, master data cleanup template excel, data migration tracking sheet, visual manufacturing migration, inactive parts cleanup, migration data owner assignment, data cleansing plan template

---
Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json