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faq:data_restart

Parent Article: subject_master_system_restart

Data Restart

  • INFORMATION: Data listed as basic is supported without additional services being required. This applies to data load assistance, and should be used to identify what is covered in a data load. If items marked as advanced are not specifically listed then they are not covered in the data load plan purchased. Added 2016-04-08(cm)

A DATA RESTART consists of the creation of a new dataset, with the old dataset accessible for sales history purposes. This new dataset will be generated and access from the same hardware currently being used for System Five, but will depend on compatibility of the two versions of System Five.

Data to be entered in to the new dataset will consist of basic customers, suppliers, and inventory. This information can be exported from the existing system Five dataset (through reporting) or compiled manually for importing by the customer.

If you require advanced customer, supplier or inventory data talk to your account manager for a quote.

Basic Inventory Data

  • part and item number
  • description
  • quantity
  • location
  • supplier name
  • size (1,2,3)
  • highs/lows
  • cost/price
  • barcode numbers
  • lookup words
  • free form comments
  • tax flag

Advanced Inventory Data

  • pictures
  • serial numbers
  • units
  • Pack sizing
  • Case breakdown
  • open purchase orders
  • outstanding gift cards
  • comments (invoice, purchase order)
  • kits
  • modifiers
  • alternate suppliers
  • AIC
  • Matrix
  • superseding parts
  • contract pricing

Basic Customer Data

  • Name
  • address
  • city
  • state/province
  • zip/postal
  • phone numbers
  • email
  • account number
  • extra info
  • contact names
  • credit limit
  • terms
  • lookup words
  • free form comments
  • tax flag
  • 30, 60 and 90 day AR balances

Advanced Customer Data

  • national accounts?
  • Ship to
  • Alternate customer lists/links?
  • open workorders
  • customer comments
  • pictures
  • customer units
  • tax areas

Basic Supplier Data

  • Name
  • address
  • city
  • state/province
  • zip/postal
  • phone numbers
  • email
  • account number
  • extra info
  • contact names
  • credit limit
  • bill due days
  • lookup words
  • free form comments
  • default bank
  • default ledger
  • tax flag

Advanced Supplier Data

  • Bill distribution templates?
  • current supplier advances
  • sell through allowances
  • supplier comments
  • pictures
  • automatic discounts
  • finance by
faq/data_restart.txt · Last modified: 2016/04/22 13:38 (8 years ago) by cliff