Please note: You must have a technician perform the installation of the new version on your new server and any any clients you want to run on before step 3 above.
Another good piece of advice is related to training. Please leave a significant amount of time before training to Get the data loaded into your training data set. It is very valuable for you to have this upgraded data avaiable to you when you train on how to use the new software.
This is the most important step of all of the work that you do during the upgrade process. It is the one that determined how smooth the process will run when you go to Part3 and go live. Here you make a list of everything that you need to do to the training directory to get it running the way you like it to. Please record any setting changes, form design, POS device configuration in system five, Bank Rec, and more. People in each role within the company should test the functionality they use and make a list of anything they had to change or adjust.
Here is a partial list of common roles:
The better you perform these checks the smoother your installation will go, so please do a good job here.
The process that would allow you to do that cleanup is called a “DOS restart conversion”. This process removes all invoices, bills, journal entries, and other activity from the system. This gives you a fresh start and allows you to remove any customers, suppliers and inventory you wish to remove. If you want the new version to come over with only the clean customers etc. we add an additional intermediate step. This step is described in point form below:
It is very important to test this process so you are familiar with what information comes into the new system any missing information is taken into account when you go live. The testing of this process goes like this:
This testing process is vitally important. The more thorough it is, the less problems you will have once you go live.