803 on Existing Vantage Server

Yahoo Archive
#1
I had some open items and had no problems but in my case, we were still
implementing so it might not be a fair comparison.





Thanks,

Joe Rojas

IT Manager

TNCO, Inc.

781-447-6661 x7506

jrojas@...



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Gerard Wadman
Sent: Wednesday, March 14, 2007 3:56 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] 803 on Existing Vantage Server



* At the time I did the data conversion from 8.0 to 8.03, the only
>requirements were the following:

>Customer Shipments - All shipments need to have detail lines on them
and
>need to be

>marked shipped. It is preferred that all packing slips be invoiced. If
>this is not possible,

>however, marking them as shipped should be fine as well.

>Vendor Receipts - Make sure that all receipts have detail lines. It is
>preferred that all

>receipts be invoiced. This is not required, however, as this varies per
>vendor.

>Accounts Receivable/Accounts Payable Invoices - All invoices and open
>invoice groups

>need to be posted.

>Invoice/Receipt Match - As much as possible, make sure all receipts are
>matched with the

>open invoices.<

This is what I mean, at any given time we have unshipped order lines,
uninvoiced shipments, uninvoiced vendor receipts, unposted invoices,
etc...

Cycling all transactions start to finish would take a couple of days and
in the meantime, new shipments, POs , receipts, etc will be created.

I did note that these tasks are recommended, not required so that was
really my question, has anyone made the move to 803 with any of these
proverbial loose ends? And if so, were there any problems?

Gerard M Wadman

Sr. Network Systems Engineer

Scandius BioMedical Inc.

11A Beaver Brook Road

Littleton, MA 01460

978/486-4088 x 124

978/486-4108 (fax)

http://www.scandius.com/ <http://www.scandius.com/>

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Joe Rojas
Sent: Wednesday, March 14, 2007 2:56 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] 803 on Existing Vantage Server

In contrast to Mark, we installed 8.03 on a server running 8.0 with zero
problems.

In fact our production server is technically has both 8.03 and 8.0 on it
both (all 8.0 appservers and databases are shut down).

For a period of time, users were using both 8.03 and 8.0 during
implementation.

As far as open orders and open Pos needing to be closed...I don't
understand that one.

At the time I did the data conversion from 8.0 to 8.03, the only
requirements were the following:

Customer Shipments - All shipments need to have detail lines on them and
need to be

marked shipped. It is preferred that all packing slips be invoiced. If
this is not possible,

however, marking them as shipped should be fine as well.

Vendor Receipts - Make sure that all receipts have detail lines. It is
preferred that all

receipts be invoiced. This is not required, however, as this varies per
vendor.

Accounts Receivable/Accounts Payable Invoices - All invoices and open
invoice groups

need to be posted.

Invoice/Receipt Match - As much as possible, make sure all receipts are
matched with the

open invoices.

Cash Receipt Entry - All open cash receipt groups need to be posted.

Payment Entry - All open payment groups need to be posted.

Bank Reconciliation - All open bank statements need to be posted.

General Ledger - While you can continue to have open fiscal periods, you
must post all

open journal entry groups.

Payroll Check Entry - All open payroll check groups need to be posted.

Data Collection - These records should not be an issue. Just make sure
that no employees

are clocked in when you take down the database. If an employee is still
clocked in, this

could cause pending records.

Capture COS/WIP Activity or Commit Job Costs - This function must be run
before you

convert your database. This will make sure the proper job costs are
committed/captured.

Engineering Workbench - While not required, It is preferred that all
parts checked out to

ECO groups for updating/adding a bill of material be checked back into
inventory.

Before you check these parts in, you will need to verify that these
bills of material are

accurate. You can then quickly check in all the parts by selecting the
Check In All and

Approve All functions.

Thanks,

Joe Rojas

IT Manager

TNCO, Inc.

781-447-6661 x7506

jrojas@... <mailto:jrojas%40tnco-inc.com>
<mailto:jrojas%40tnco-inc.com>

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Gerard Wadman
Sent: Wednesday, March 14, 2007 2:10 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] 803 on Existing Vantage Server

I am getting ready to install 803.

My intention is to install it on my existing Vantage server and use it
for testing temporarily until we're ready to make the move permanently.

Has anyone in the group been able to do this?

What are the implications of having Open Edge OE100B folder being used
by both versions?

Do the 803 install instructions provided by Epicor allow for this.

Also I noticed that among the prerequisite recommendations that all
Orders be shipped, closed and invoiced before converting and that all
POs be received and closed before converting, Epicor must live in
fantasyland because this is totally unrealistic. Has anyone proceeded
with open orders and POs? If so, were there any problems?

Anything else that I should be watching out for? I appreciate any advice
the group may have.

Regards,

Gerard M Wadman

MCSE, MCP+I, A+, NET+

Sr. Network Systems Engineer

11A Beaver Brook Road

Littleton, MA 01460

978/486-4088 x 124

866/486-4108 (fax)

http://www.scandius.com/ <http://www.scandius.com/>
<http://www.scandius.com/ <http://www.scandius.com/> >
<http://www.scandius.com/ <http://www.scandius.com/>
<http://www.scandius.com/ <http://www.scandius.com/> > >

This e-mail is for the use of the intended recipient(s) only. If you
have received this e-mail in error, please notify the sender immediately
and then delete it. If you are not the intended recipient, you must not
use, disclose or distribute this e-mail without the author's prior
permission. We have taken precautions to minimize the risk of
transmitting software viruses, but we advise you to carry out your own
virus checks on any attachment to this message. We do not accept
liability for any loss or damage caused by software viruses

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
#2
I am getting ready to install 803.

My intention is to install it on my existing Vantage server and use it
for testing temporarily until we're ready to make the move permanently.

Has anyone in the group been able to do this?

What are the implications of having Open Edge OE100B folder being used
by both versions?

Do the 803 install instructions provided by Epicor allow for this.



Also I noticed that among the prerequisite recommendations that all
Orders be shipped, closed and invoiced before converting and that all
POs be received and closed before converting, Epicor must live in
fantasyland because this is totally unrealistic. Has anyone proceeded
with open orders and POs? If so, were there any problems?



Anything else that I should be watching out for? I appreciate any advice
the group may have.



Regards,



Gerard M Wadman

MCSE, MCP+I, A+, NET+

Sr. Network Systems Engineer







11A Beaver Brook Road

Littleton, MA 01460



978/486-4088 x 124

866/486-4108 (fax)



http://www.scandius.com/





This e-mail is for the use of the intended recipient(s) only. If you
have received this e-mail in error, please notify the sender immediately
and then delete it. If you are not the intended recipient, you must not
use, disclose or distribute this e-mail without the author's prior
permission. We have taken precautions to minimize the risk of
transmitting software viruses, but we advise you to carry out your own
virus checks on any attachment to this message. We do not accept
liability for any loss or damage caused by software viruses





[Non-text portions of this message have been removed]
#3
> I am getting ready to install 803.
>
> My intention is to install it on my existing Vantage server and use it
> for testing temporarily until we're ready to make the move permanently.
>
> Has anyone in the group been able to do this?
>
> What are the implications of having Open Edge OE100B folder being used
> by both versions?

It will wipe out all of your connections (in Progress Explorer) - don't do
it!!!

> Do the 803 install instructions provided by Epicor allow for this.

After I called support to help restore my connections they told me "we prefer
that you install on a separate machine.

> Also I noticed that among the prerequisite recommendations that all
> Orders be shipped, closed and invoiced before converting and that all
> POs be received and closed before converting, Epicor must live in
> fantasyland because this is totally unrealistic. Has anyone proceeded
> with open orders and POs? If so, were there any problems?

I just copied my backup to the machine and ran the conversion. I'm waiting for
the users to check it out.

Mark W.
#4
In contrast to Mark, we installed 8.03 on a server running 8.0 with zero
problems.

In fact our production server is technically has both 8.03 and 8.0 on it
both (all 8.0 appservers and databases are shut down).



For a period of time, users were using both 8.03 and 8.0 during
implementation.



As far as open orders and open Pos needing to be closed...I don't
understand that one.

At the time I did the data conversion from 8.0 to 8.03, the only
requirements were the following:



Customer Shipments - All shipments need to have detail lines on them and
need to be

marked shipped. It is preferred that all packing slips be invoiced. If
this is not possible,

however, marking them as shipped should be fine as well.



Vendor Receipts - Make sure that all receipts have detail lines. It is
preferred that all

receipts be invoiced. This is not required, however, as this varies per
vendor.



Accounts Receivable/Accounts Payable Invoices - All invoices and open
invoice groups

need to be posted.



Invoice/Receipt Match - As much as possible, make sure all receipts are
matched with the

open invoices.



Cash Receipt Entry - All open cash receipt groups need to be posted.



Payment Entry - All open payment groups need to be posted.



Bank Reconciliation - All open bank statements need to be posted.



General Ledger - While you can continue to have open fiscal periods, you
must post all

open journal entry groups.



Payroll Check Entry - All open payroll check groups need to be posted.



Data Collection - These records should not be an issue. Just make sure
that no employees

are clocked in when you take down the database. If an employee is still
clocked in, this

could cause pending records.



Capture COS/WIP Activity or Commit Job Costs - This function must be run
before you

convert your database. This will make sure the proper job costs are
committed/captured.



Engineering Workbench - While not required, It is preferred that all
parts checked out to

ECO groups for updating/adding a bill of material be checked back into
inventory.

Before you check these parts in, you will need to verify that these
bills of material are

accurate. You can then quickly check in all the parts by selecting the
Check In All and

Approve All functions.





Thanks,

Joe Rojas

IT Manager

TNCO, Inc.

781-447-6661 x7506

jrojas@...



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Gerard Wadman
Sent: Wednesday, March 14, 2007 2:10 PM
To: vantage@yahoogroups.com
Subject: [Vantage] 803 on Existing Vantage Server



I am getting ready to install 803.

My intention is to install it on my existing Vantage server and use it
for testing temporarily until we're ready to make the move permanently.

Has anyone in the group been able to do this?

What are the implications of having Open Edge OE100B folder being used
by both versions?

Do the 803 install instructions provided by Epicor allow for this.

Also I noticed that among the prerequisite recommendations that all
Orders be shipped, closed and invoiced before converting and that all
POs be received and closed before converting, Epicor must live in
fantasyland because this is totally unrealistic. Has anyone proceeded
with open orders and POs? If so, were there any problems?

Anything else that I should be watching out for? I appreciate any advice
the group may have.

Regards,

Gerard M Wadman

MCSE, MCP+I, A+, NET+

Sr. Network Systems Engineer

11A Beaver Brook Road

Littleton, MA 01460

978/486-4088 x 124

866/486-4108 (fax)

http://www.scandius.com/ <http://www.scandius.com/>

This e-mail is for the use of the intended recipient(s) only. If you
have received this e-mail in error, please notify the sender immediately
and then delete it. If you are not the intended recipient, you must not
use, disclose or distribute this e-mail without the author's prior
permission. We have taken precautions to minimize the risk of
transmitting software viruses, but we advise you to carry out your own
virus checks on any attachment to this message. We do not accept
liability for any loss or damage caused by software viruses

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
#5
Joe,



Did you use the instructions provided by Epicor as they are
printed or did you have to modify some things to accommodate a parallel
install?

Thanks



Gerard M Wadman

Sr. Network Systems Engineer



Scandius BioMedical Inc.

11A Beaver Brook Road

Littleton, MA 01460



978/486-4088 x 124

978/486-4108 (fax)



http://www.scandius.com/





This e-mail is for the use of the intended recipient(s) only. If you
have received this e-mail in error, please notify the sender immediately
and then delete it. If you are not the intended recipient, you must not
use, disclose or distribute this e-mail without the author's prior
permission. We have taken precautions to minimize the risk of
transmitting software viruses, but we advise you to carry out your own
virus checks on any attachment to this message. We do not accept
liability for any loss or damage caused by software viruses







________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Joe Rojas
Sent: Wednesday, March 14, 2007 2:56 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] 803 on Existing Vantage Server



In contrast to Mark, we installed 8.03 on a server running 8.0 with zero
problems.

In fact our production server is technically has both 8.03 and 8.0 on it
both (all 8.0 appservers and databases are shut down).

For a period of time, users were using both 8.03 and 8.0 during
implementation.

As far as open orders and open Pos needing to be closed...I don't
understand that one.

At the time I did the data conversion from 8.0 to 8.03, the only
requirements were the following:

Customer Shipments - All shipments need to have detail lines on them and
need to be

marked shipped. It is preferred that all packing slips be invoiced. If
this is not possible,

however, marking them as shipped should be fine as well.

Vendor Receipts - Make sure that all receipts have detail lines. It is
preferred that all

receipts be invoiced. This is not required, however, as this varies per
vendor.

Accounts Receivable/Accounts Payable Invoices - All invoices and open
invoice groups

need to be posted.

Invoice/Receipt Match - As much as possible, make sure all receipts are
matched with the

open invoices.

Cash Receipt Entry - All open cash receipt groups need to be posted.

Payment Entry - All open payment groups need to be posted.

Bank Reconciliation - All open bank statements need to be posted.

General Ledger - While you can continue to have open fiscal periods, you
must post all

open journal entry groups.

Payroll Check Entry - All open payroll check groups need to be posted.

Data Collection - These records should not be an issue. Just make sure
that no employees

are clocked in when you take down the database. If an employee is still
clocked in, this

could cause pending records.

Capture COS/WIP Activity or Commit Job Costs - This function must be run
before you

convert your database. This will make sure the proper job costs are
committed/captured.

Engineering Workbench - While not required, It is preferred that all
parts checked out to

ECO groups for updating/adding a bill of material be checked back into
inventory.

Before you check these parts in, you will need to verify that these
bills of material are

accurate. You can then quickly check in all the parts by selecting the
Check In All and

Approve All functions.

Thanks,

Joe Rojas

IT Manager

TNCO, Inc.

781-447-6661 x7506

jrojas@... <mailto:jrojas%40tnco-inc.com>

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Gerard Wadman
Sent: Wednesday, March 14, 2007 2:10 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] 803 on Existing Vantage Server

I am getting ready to install 803.

My intention is to install it on my existing Vantage server and use it
for testing temporarily until we're ready to make the move permanently.

Has anyone in the group been able to do this?

What are the implications of having Open Edge OE100B folder being used
by both versions?

Do the 803 install instructions provided by Epicor allow for this.

Also I noticed that among the prerequisite recommendations that all
Orders be shipped, closed and invoiced before converting and that all
POs be received and closed before converting, Epicor must live in
fantasyland because this is totally unrealistic. Has anyone proceeded
with open orders and POs? If so, were there any problems?

Anything else that I should be watching out for? I appreciate any advice
the group may have.

Regards,

Gerard M Wadman

MCSE, MCP+I, A+, NET+

Sr. Network Systems Engineer

11A Beaver Brook Road

Littleton, MA 01460

978/486-4088 x 124

866/486-4108 (fax)

http://www.scandius.com/ <http://www.scandius.com/>
<http://www.scandius.com/ <http://www.scandius.com/> >

This e-mail is for the use of the intended recipient(s) only. If you
have received this e-mail in error, please notify the sender immediately
and then delete it. If you are not the intended recipient, you must not
use, disclose or distribute this e-mail without the author's prior
permission. We have taken precautions to minimize the risk of
transmitting software viruses, but we advise you to carry out your own
virus checks on any attachment to this message. We do not accept
liability for any loss or damage caused by software viruses

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
#6
> In contrast to Mark, we installed 8.03 on a server running 8.0 with zero
> problems.

Sorry, I mean 803.304c ---> 803.305D

My bad.

Mark W.
#7
* At the time I did the data conversion from 8.0 to 8.03, the only
>requirements were the following:

>Customer Shipments - All shipments need to have detail lines on them
and
>need to be

>marked shipped. It is preferred that all packing slips be invoiced. If
>this is not possible,

>however, marking them as shipped should be fine as well.

>Vendor Receipts - Make sure that all receipts have detail lines. It is
>preferred that all

>receipts be invoiced. This is not required, however, as this varies per
>vendor.

>Accounts Receivable/Accounts Payable Invoices - All invoices and open
>invoice groups

>need to be posted.

>Invoice/Receipt Match - As much as possible, make sure all receipts are
>matched with the

>open invoices.<





This is what I mean, at any given time we have unshipped order lines,
uninvoiced shipments, uninvoiced vendor receipts, unposted invoices,
etc...

Cycling all transactions start to finish would take a couple of days and
in the meantime, new shipments, POs , receipts, etc will be created.

I did note that these tasks are recommended, not required so that was
really my question, has anyone made the move to 803 with any of these
proverbial loose ends? And if so, were there any problems?







Gerard M Wadman

Sr. Network Systems Engineer



Scandius BioMedical Inc.

11A Beaver Brook Road

Littleton, MA 01460



978/486-4088 x 124

978/486-4108 (fax)



http://www.scandius.com/





________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Joe Rojas
Sent: Wednesday, March 14, 2007 2:56 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] 803 on Existing Vantage Server



In contrast to Mark, we installed 8.03 on a server running 8.0 with zero
problems.

In fact our production server is technically has both 8.03 and 8.0 on it
both (all 8.0 appservers and databases are shut down).

For a period of time, users were using both 8.03 and 8.0 during
implementation.

As far as open orders and open Pos needing to be closed...I don't
understand that one.

At the time I did the data conversion from 8.0 to 8.03, the only
requirements were the following:

Customer Shipments - All shipments need to have detail lines on them and
need to be

marked shipped. It is preferred that all packing slips be invoiced. If
this is not possible,

however, marking them as shipped should be fine as well.

Vendor Receipts - Make sure that all receipts have detail lines. It is
preferred that all

receipts be invoiced. This is not required, however, as this varies per
vendor.

Accounts Receivable/Accounts Payable Invoices - All invoices and open
invoice groups

need to be posted.

Invoice/Receipt Match - As much as possible, make sure all receipts are
matched with the

open invoices.

Cash Receipt Entry - All open cash receipt groups need to be posted.

Payment Entry - All open payment groups need to be posted.

Bank Reconciliation - All open bank statements need to be posted.

General Ledger - While you can continue to have open fiscal periods, you
must post all

open journal entry groups.

Payroll Check Entry - All open payroll check groups need to be posted.

Data Collection - These records should not be an issue. Just make sure
that no employees

are clocked in when you take down the database. If an employee is still
clocked in, this

could cause pending records.

Capture COS/WIP Activity or Commit Job Costs - This function must be run
before you

convert your database. This will make sure the proper job costs are
committed/captured.

Engineering Workbench - While not required, It is preferred that all
parts checked out to

ECO groups for updating/adding a bill of material be checked back into
inventory.

Before you check these parts in, you will need to verify that these
bills of material are

accurate. You can then quickly check in all the parts by selecting the
Check In All and

Approve All functions.

Thanks,

Joe Rojas

IT Manager

TNCO, Inc.

781-447-6661 x7506

jrojas@... <mailto:jrojas%40tnco-inc.com>

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Gerard Wadman
Sent: Wednesday, March 14, 2007 2:10 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] 803 on Existing Vantage Server

I am getting ready to install 803.

My intention is to install it on my existing Vantage server and use it
for testing temporarily until we're ready to make the move permanently.

Has anyone in the group been able to do this?

What are the implications of having Open Edge OE100B folder being used
by both versions?

Do the 803 install instructions provided by Epicor allow for this.

Also I noticed that among the prerequisite recommendations that all
Orders be shipped, closed and invoiced before converting and that all
POs be received and closed before converting, Epicor must live in
fantasyland because this is totally unrealistic. Has anyone proceeded
with open orders and POs? If so, were there any problems?

Anything else that I should be watching out for? I appreciate any advice
the group may have.

Regards,

Gerard M Wadman

MCSE, MCP+I, A+, NET+

Sr. Network Systems Engineer

11A Beaver Brook Road

Littleton, MA 01460

978/486-4088 x 124

866/486-4108 (fax)

http://www.scandius.com/ <http://www.scandius.com/>
<http://www.scandius.com/ <http://www.scandius.com/> >

This e-mail is for the use of the intended recipient(s) only. If you
have received this e-mail in error, please notify the sender immediately
and then delete it. If you are not the intended recipient, you must not
use, disclose or distribute this e-mail without the author's prior
permission. We have taken precautions to minimize the risk of
transmitting software viruses, but we advise you to carry out your own
virus checks on any attachment to this message. We do not accept
liability for any loss or damage caused by software viruses

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
#8
I used the instructions as is.

The installation wants to install everything into a folder called
MfgSys803. If you keep it this way it will keep everything separate.

Even the databases go into folders like Test803, Pilot803 and so on.



Thanks,

Joe Rojas

IT Manager

TNCO, Inc.

781-447-6661 x7506

jrojas@...



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Gerard Wadman
Sent: Wednesday, March 14, 2007 3:18 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] 803 on Existing Vantage Server



Joe,

Did you use the instructions provided by Epicor as they are
printed or did you have to modify some things to accommodate a parallel
install?

Thanks

Gerard M Wadman

Sr. Network Systems Engineer

Scandius BioMedical Inc.

11A Beaver Brook Road

Littleton, MA 01460

978/486-4088 x 124

978/486-4108 (fax)

http://www.scandius.com/ <http://www.scandius.com/>

This e-mail is for the use of the intended recipient(s) only. If you
have received this e-mail in error, please notify the sender immediately
and then delete it. If you are not the intended recipient, you must not
use, disclose or distribute this e-mail without the author's prior
permission. We have taken precautions to minimize the risk of
transmitting software viruses, but we advise you to carry out your own
virus checks on any attachment to this message. We do not accept
liability for any loss or damage caused by software viruses

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Joe Rojas
Sent: Wednesday, March 14, 2007 2:56 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] 803 on Existing Vantage Server

In contrast to Mark, we installed 8.03 on a server running 8.0 with zero
problems.

In fact our production server is technically has both 8.03 and 8.0 on it
both (all 8.0 appservers and databases are shut down).

For a period of time, users were using both 8.03 and 8.0 during
implementation.

As far as open orders and open Pos needing to be closed...I don't
understand that one.

At the time I did the data conversion from 8.0 to 8.03, the only
requirements were the following:

Customer Shipments - All shipments need to have detail lines on them and
need to be

marked shipped. It is preferred that all packing slips be invoiced. If
this is not possible,

however, marking them as shipped should be fine as well.

Vendor Receipts - Make sure that all receipts have detail lines. It is
preferred that all

receipts be invoiced. This is not required, however, as this varies per
vendor.

Accounts Receivable/Accounts Payable Invoices - All invoices and open
invoice groups

need to be posted.

Invoice/Receipt Match - As much as possible, make sure all receipts are
matched with the

open invoices.

Cash Receipt Entry - All open cash receipt groups need to be posted.

Payment Entry - All open payment groups need to be posted.

Bank Reconciliation - All open bank statements need to be posted.

General Ledger - While you can continue to have open fiscal periods, you
must post all

open journal entry groups.

Payroll Check Entry - All open payroll check groups need to be posted.

Data Collection - These records should not be an issue. Just make sure
that no employees

are clocked in when you take down the database. If an employee is still
clocked in, this

could cause pending records.

Capture COS/WIP Activity or Commit Job Costs - This function must be run
before you

convert your database. This will make sure the proper job costs are
committed/captured.

Engineering Workbench - While not required, It is preferred that all
parts checked out to

ECO groups for updating/adding a bill of material be checked back into
inventory.

Before you check these parts in, you will need to verify that these
bills of material are

accurate. You can then quickly check in all the parts by selecting the
Check In All and

Approve All functions.

Thanks,

Joe Rojas

IT Manager

TNCO, Inc.

781-447-6661 x7506

jrojas@... <mailto:jrojas%40tnco-inc.com>
<mailto:jrojas%40tnco-inc.com>

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Gerard Wadman
Sent: Wednesday, March 14, 2007 2:10 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] 803 on Existing Vantage Server

I am getting ready to install 803.

My intention is to install it on my existing Vantage server and use it
for testing temporarily until we're ready to make the move permanently.

Has anyone in the group been able to do this?

What are the implications of having Open Edge OE100B folder being used
by both versions?

Do the 803 install instructions provided by Epicor allow for this.

Also I noticed that among the prerequisite recommendations that all
Orders be shipped, closed and invoiced before converting and that all
POs be received and closed before converting, Epicor must live in
fantasyland because this is totally unrealistic. Has anyone proceeded
with open orders and POs? If so, were there any problems?

Anything else that I should be watching out for? I appreciate any advice
the group may have.

Regards,

Gerard M Wadman

MCSE, MCP+I, A+, NET+

Sr. Network Systems Engineer

11A Beaver Brook Road

Littleton, MA 01460

978/486-4088 x 124

866/486-4108 (fax)

http://www.scandius.com/ <http://www.scandius.com/>
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