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faq:dos_update_information_for_the_layman

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faq:dos_update_information_for_the_layman [2008/05/14 10:56 (16 years ago)] clifffaq:dos_update_information_for_the_layman [2008/05/23 13:51 (16 years ago)] cliff
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   - The sixth step is to start entering new sales and any other activity entered to the old system since the data was taken for upgrading.    - The sixth step is to start entering new sales and any other activity entered to the old system since the data was taken for upgrading. 
  
 +===== What happens if I want to clean up my data =====
 +    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:
 +  * Export all of the data you wish to clean up
 +  * Fix in excel
 +  * Import into the new system
 +
 +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:
 +  * We do a dry run of the process loading the updated information into your training data
 +  * You do your training and testing on this updated data
 +  * You make a list of all of the problems you come across and what was done to deal with that problem.
 +  * When you go live, we repeat the export & import process, and perform all fixes from your list
 +
 +This testing process is vitally important. The more thorough it is, the less problems you will have once you go live.
  
faq/dos_update_information_for_the_layman.txt · Last modified: 2008/05/23 13:51 (16 years ago) by cliff