ERP Optimization

Don’t Overlook CSD’s Data Conversion Utilities: The Secret to Post-Implementation ERP Optimization

Congratulations-you’ve successfully migrated to CSD! But now comes the crucial question: What’s next? How do you continue to optimize your ERP data and systems to deliver peak performance?

The answer lies in a powerful but often underutilized feature of Infor CSD (CloudSuite Distribution): data conversion utilities. These tools go far beyond their role during the initial implementation. When used strategically post-go-live, they can become your secret weapon for continuous data enhancement, validation, and long-term system efficiency.

What Are CSD Data Conversion Programs?

During ERP implementations, many organizations use the standard data conversion toolkit to load core information into the SX.e or CSD database. These same tools can-and should-be repurposed long after your go-live date to support ongoing business operations.

While newer tools like Mass Maintenance (SAAMM) and Product Import & Price Discounting Mass Maintenance (PDEM) offer functionality for loading and updating data, the original data conversion programs provide deep access to key system tables.

Common Use Cases for Data Conversion Tools:

  • Kits and Fabricated Products (e.g., KPSK, KPSG, VASP, VASPS)
  • Customer & Vendor Pricing (e.g., PDSC, PDSV, PDSVC)
  • Rebate and Pricing Tables (e.g., PDSR, PDSPS)
  • ERP Table Values (e.g., ECCN codes, buyers, categories)
  • Product Notes & Contacts (e.g., NOTES, CONTACTS)
  • Budgets & Unit Conversions (e.g., GLSB, ICSEU)
  • Custom Fields & Tariffs (e.g., SASTZ, SASGT)

Why Use Data Conversion Tools Post-Go-Live?

Think your data is a one-and-done setup? Think again. Ongoing data maintenance is critical to staying agile and responsive. Here are real-world scenarios where data conversion utilities make a difference:

  1. New Product Line Rollout

Launching new SKUs? Use conversion utilities to bulk upload product details into the Parts Master, Catalog, and Warehouse Records-ensuring a clean, consistent setup across the system.

  1. Scheduled Price Updates

Need to implement pricing changes at the start of the year? Preload prices into the Future Pricing Table ahead of time and automate a seamless transition.

  1. Warehouse Data Validation

Troubleshooting replenishment or inventory issues? Use data validation tools to scan Warehouse Records for errors and maintain supply chain accuracy.

Excel-Friendly Tools for Advanced Data Manipulation

The beauty of these conversion utilities is their compatibility with Excel and .CSV files, making it easier for your team to prep and refine data before import.

Here’s what you can do:

  • Remove Duplicates
  • Restructure Columns
  • Split Fields
  • Clean Special Characters
  • Merge Data Points
  • Standardize Field Values (e.g., date formatting, capitalization)

These capabilities go well beyond traditional ERP interface tools, giving your team the flexibility to ensure clean, high-quality data flows through your system.

Don’t Forget Custom Tables!

Many CSD users create custom tables (SASTZ) for advanced reporting. Instead of relying on tedious manual entry, you can easily import external data from .CSV files using built-in utilities-saving hours of time and reducing the risk of human error.

Expert Tip from NSA

With over 20 years of hands-on experience with Infor SX.e and CSD, our experts at NSA recommend making the most of free, specialized tools designed for data manipulation. These tools simplify data loading, reduce manual labor, and keep your ERP system running smoothly.

Not sure where to start? Reach out! NSA can help you:

  • Identify the right tool for your data needs
  • Support custom loads and advanced transformations
  • Ensure compliance and data integrity across your ERP

Ready to Supercharge Your ERP Data?

Continuous data optimization is the key to maximizing your ERP investment. Whether you’re managing pricing updates, product data, or warehouse records, CSD’s data conversion tools are built to support you every step of the way.

Contact NSA today to explore how we can help your business unlock the full potential of CSD with smarter data management strategies.

Visit our website or contact us directly at Solutions@nsacom.com to learn more.

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