将项目相关数据迁移到 Acumatica：最佳实践、提示和技巧.pdf

1、Migrating Project-related Data into Acumatica:Best Practices,Tips,and TricksHeidi Dempsey,John Bonsall,Drew Reich,Iqra Harrison and Kathy Lewis2AgendaIntroductionHistorical Job CostPro Forma ImportCommitments/Change OrdersQ&A3Presented byJohn BonsallERP Implementation Services Team LeadHeidi Dempsey

2、SME Projects and Construction4Presented byAndrew ReichConstruction ConsultantIqra HarrisonAcumatica ConsultantKathy LewisCEOHistorical Job Cost Andrew Reich6Historical Job CostImpact of Historical Job Cost on Migrated Projects into AcumaticaRequired Acumatica Fields and InformationProcessing of Job

3、Cost Records into Acumatica ProjectsReviewing the Information within the ProjectPro Forma Import-Iqra HarrisonCommitments/Change Orders-Kathy Lewis9Migrating Commitments and Commitment Change OrdersCommitment Guidelines for Subcontracts and Purchase Orders:Completed one project at a timeUpload or im

4、port of the cost budget for a project that includes the commitment tasks,cost codes and account groupsVendor already exists from previous vendor importDiscussion with client to decide if Subcontract/PO amounts imported will be original values or revised values including change orders.Migration mode

5、is NOT used for this workflow example.Since these steps are live postings,this step is completed before bringing over the project actual cost beginning balances.10Import CommitmentsCreate import scenario using original document numbers from old system,otherwise additional substitution tables will be

6、 needed to convert from old to new.We prefer to import one project at a time and have client review and take off hold once imported:A.For Purchase Orders B.For Subcontracts11Import Commitment Change OrdersCreate import scenario for purchase order/subcontract change orders that have been approved.Thi