ERP Integration (EDGEBIC)

What Changes in EDGEBIC When You Replace Your ERP

User Solutions TeamUser Solutions Team
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8 min read

Replacing the ERP under a file-based scheduler is a re-mapping exercise, not a re-integration project: your work centers, instance counts, calendars, setup matrices, groups, skills, routings, jobs, and history all stay exactly where they are, and what you rebuild is the set of import masks that read the new system's column headings. Nothing was installed in the old ERP, so there is nothing to decommission, no connector license to repurchase, and no integration credential to retire.

EDGEBIC by User Solutions has followed customers through ERP replacements since 1991, and across 35+ years of scheduling for the US Navy, GE, BAE Systems, and Cummins, the pattern holds: the scheduler is the thing that keeps working while the system of record changes underneath it.

What survives untouched

Everything that encodes how your shop actually runs, which is most of the value in the model:

What staysWhy it is unaffected
Work centers and machine instance countsConfigured locally, never exported by any ERP at this grain
Shifts and plant holidaysAuthored as your own calendar
Sequence-dependent setup matricesNo ERP carries a from-product-to-product matrix
Work center groups and their efficiency factorsBuilt in EDGEBIC
Operator skills and rostersNo routing export models a certification
Bottleneck flags, queue policy, transfer batchesPlanner judgment
Existing jobs, actuals, and change historyLocal records, untouched by any import

That list is exactly the set of fields covered in choosing the system of record for each scheduling field, and it is why the ownership map is worth writing down long before a migration is on the horizon. Everything EDGEBIC owns is immune to the change by construction.

What you rebuild

Four things, and none of them are large:

The masks. A new ERP produces different column headings, so each mask is rebuilt by dragging the new headings onto the same target fields. Products, work centers, routings, work orders, and optionally labor: five files, an afternoon.

The export mechanism. Saved reports, list exports, or database views on the new system. Whether a view is worth the effort over a CSV is covered in CSV versus database view export trade-offs.

The filter. Status codes will be named differently, so the rule that decides which work orders reach the plan has to be restated. The framework is in deciding which ERP work orders to import.

The unit conventions. The new system may quote times in minutes where the old one used hours, or per hundred where the old one was per piece. Each is a conversion factor on a column in the mask, applied before the value is stored, and the table of factors is in mapping your ERP's units of measure.

Identifier continuity is the whole risk

If one thing deserves a decision at project kickoff rather than at cutover, it is this.

Products and work centers match on the identifier, case-insensitively, so BRK-200 finds brk-200. A renumbered catalog therefore imports as a new catalog: every part Created rather than Updated, routings landing on new records, and open work orders splitting across two sets of products that describe the same physical parts.

Three ways through, in order of preference:

  1. Carry the legacy number across. Most ERP implementations support a cross-reference or legacy part field. Export that field as the identifier until you deliberately switch.
  2. Plan the identity change. Import the new catalog, re-import routings under the new identifiers, and let the old records go quiet as their jobs finish. Expect a high Created count on the first run and treat it as expected rather than alarming.
  3. Never mix. The one genuinely bad option is some exports carrying old numbers and others carrying new ones. The resulting half-and-half state is harder to unpick than either clean version.

The same reasoning applies to work center names and to job numbers. The conventions that hold up over time are in keeping product masters in sync and keeping job numbers aligned between ERP and EDGEBIC.

Scheduling keeps running through cutover

This is worth saying plainly, because it is unusual.

The plan is computed locally from data already imported. During the days when the old ERP is frozen and the new one is not yet live, the shop still gets a schedule and a dispatch list. What you lose temporarily is the ability to bring in new demand, and you cover that by importing a final work order file before the freeze begins.

Nothing else stops. Operators keep logging hours, actuals keep landing on jobs, completed work is never moved by a reschedule, and the plan can be re-run daily against whatever the last known demand was.

A workable sequence

WhenWork
Before go-liveDecide identifier continuity; get a sample export of each entity from the new system
2 weeks beforeBuild the new masks against the sample files; confirm units and mandatory fields
1 week beforeDry run: import into a copy of your data, schedule, and compare dates against today's plan
Cutover weekFinal import from the old system before the freeze; keep scheduling locally
Go-live +1 dayFirst real import from the new system; run the full reconciliation
Go-live +1 weekCompare Created and Reused counts; clear orphan work centers and stale jobs
Go-live +1 monthFull data audit, including planned versus logged hours on finished jobs

The dry run is the step people skip and then wish they had not. Building masks against a sample export a fortnight early turns cutover day into a repeat of something you have already done. The wider go-live shape is in an ERP and EDGEBIC go-live cutover plan, and the from-empty sequence is in migrating work centers and shifts to EDGEBIC.

Watch for changes in shape, not just headings

A new ERP often models the same data differently, and the mask alone will not tell you. Four to check specifically:

Then it is a normal week again

Once the new masks are saved, the recurring routine is what it was: export, pick the mask, run, read the counts, schedule, export dates back. The engine underneath never noticed the change, and it keeps doing what it does: finite capacity across shifts and machine instances, work center groups, sequence-dependent setups, lot streaming with transfer batches, and mathematical optimization with a proven optimality gap. The EDGEBIC product overview maps the engine, the ERP integration architecture shows the import layer, and why EDGEBIC connects to every ERP the same way explains why the method does not care which system is on the other end.

If the two systems will overlap for a while, the parallel-running case has its own post: scheduling a shop that runs two ERPs.

Bring a sample from the new system

As soon as your implementation team can produce sample exports from the new ERP, bring them to a demo. Mapping them live tells you within half an hour whether the new system will hand you a cleaner routing than the old one, and where you will need a conversion factor.

No. The scheduling model stays exactly as it is: work centers, machine instance counts, shift and holiday calendars, setup matrices, work center groups, operator skills, and every job and actual already recorded. What changes is the mapping layer, because the new ERP's exports have different column headings. Rebuilding a mask is drag-and-drop work measured in minutes per file, not a project.

No, because nothing was ever installed. The integration is a file interface: exports come out of the ERP and go into reusable import masks, with no connector, no script inside the ERP, no integration user, and no credential to rotate. That is one of the practical advantages of the approach, and it shows up most clearly on the day you decommission a system.

Yes, and this is often the strongest argument for a file-based scheduler during a migration. The plan is computed locally from data already imported, so the shop still gets a dispatch list on the days the ERP is unavailable. You lose the ability to import new demand until the new system is exporting, which you cover by importing a final work order file before the freeze.

Expert Q&A: Deep Dive

Q: Our new ERP renumbers every part. Is that a problem for the scheduler, and can we avoid it?

A: It is the single biggest risk in the migration, because matching is on the identifier, so every renumbered part imports as a new product rather than an update. You end up with a duplicate catalog, and routings and open work orders split across two sets of records that describe the same parts. The clean answer is to carry the legacy part number into the new ERP as a cross-reference field and export that field as the identifier until you are ready to switch deliberately. If that is not possible, treat it as a planned identity change: import the new catalog, re-import routings under the new identifiers, close the old records once their jobs finish, and expect a high Created count on the first run rather than being alarmed by it. What you must not do is let some exports carry old numbers and others carry new ones, because the resulting mixture is far harder to unpick than either clean state.

Q: We will run the old and new ERP in parallel for two months. Can EDGEBIC take data from both?

A: Yes, because a mask is just a saved recipe and you can have as many as you need. Build a second set of masks for the new system's export shapes and run whichever applies to each file. The discipline that makes it work is dividing the demand cleanly: agree which plants, product families, or order ranges are live on which system, and make sure no work order can arrive from both. The failure to avoid is double-counted demand, where the same job imports under two references and books capacity twice, so a machine looks full while the floor stands idle. Reconcile the total open job count against the two ERPs weekly during the parallel period.

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