Open Purchase Orders, WIP and Received but Invoiced Migration

Yahoo Archive
1
Only bring open balance dues over in POs.

Only bring sales order over and use Order Job Wizard to recreate any Make
Direct (linked) Jobs - manually delete materials or OPs from the resulting details if they were complete on your legacy system. Partials get messy: Re-enter labor (to 'catch up' to last legacy system status) but, if you partial issue material, make sure adjust that qty back into your new vantage system as your on-hands imported reflected it already being issued.

Only bring any Make To Stock Job HEADERS over (as net qty due on your legacy system) & regenerate their details. Delete OPs and Materials that were fully completed or issued on your legacy system. Use the 'rules' above for partials.

All your job costing will be junk for a while.

Live with it.

Rob Brown
--- On Thu, 6/12/08, steveandkathieanderson <steveandkathieanderson@...> wrote:

From: steveandkathieanderson <steveandkathieanderson@...>
Subject: [Vantage] Open Purchase Orders, WIP and Received but Invoiced Migration
To: vantage@yahoogroups.com
Date: Thursday, June 12, 2008, 9:32 AM






We have purchased Pervasive and trying to do a migration from our
legacy system to Vantage 8.03.404. I have been told by EPICOR that we
can not bring in any orders that have been partially received, WIP that
has had labor or materials issued against it. Does any one have a good
ideas how to go about this. Open PO with partial receipts 375 and open
WIP with transaction against them 14,000 +.
2
We have purchased Pervasive and trying to do a migration from our
legacy system to Vantage 8.03.404. I have been told by EPICOR that we
can not bring in any orders that have been partially received, WIP that
has had labor or materials issued against it. Does any one have a good
ideas how to go about this. Open PO with partial receipts 375 and open
WIP with transaction against them 14,000 +.
3
I used to tell people when they bring over WIP, to find out total costs
already against the jobs and adjust that into the new jobs in
Vantage...at the end of the day you really need the costs. For material
issues, if 100 pieces are needed and 50 was already issued, the new job
in Vantage would show that you need only 50 pieces (because you would
have already calculated the costs of the other 50 pieces and adjusted
that in - by the way you do adjustments through job adjustments! In
here you can separate your labor and material costs).

I have to think about the POs...



M. Manasa Reddy
manasa@...
P: 630-806-2000
F: 630-806-2001


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of steveandkathieanderson
Sent: Thursday, June 12, 2008 8:32 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Open Purchase Orders, WIP and Received but Invoiced
Migration



We have purchased Pervasive and trying to do a migration from our
legacy system to Vantage 8.03.404. I have been told by EPICOR that we
can not bring in any orders that have been partially received, WIP that
has had labor or materials issued against it. Does any one have a good
ideas how to go about this. Open PO with partial receipts 375 and open
WIP with transaction against them 14,000 +.






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