I have one of the user guides (which barely skims the surface on control types, codes, and posting rules) but I have not seen a PDF version anywhere yet to share
--- On Wed, 7/29/09, brychanwilliams <brychanwilliams@...> wrote:
From: brychanwilliams <brychanwilliams@...>
Subject: [Vantage] Re: Epicor9 - Financials
To: vantage@yahoogroups.com
Date: Wednesday, July 29, 2009, 6:51 AM
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Hi,
I have been trying to look for a document on the financials which covers the detail but haven't had chance , is there one available somewhere?
Thanks
--- In vantage@yahoogroups .com, Mark Wagner <mjfw2003@.. .> wrote:
>
> Jim, I haven't converted from 6,1 but I can tell you the changes you need to get ready to convert from a financials point of view are fairly sizeable, even converting from 8.0x
> Â
> You will need to setup a Master Chart of Accounts and at least 1 Book
> Your GL Segments can remain the same but you will have to identify the "natural account" in the conversion
> All your GL accounts will need to be tied to Control Codes, which are linked to Control Types, For example, AR is a control type, and you will have to create at least one control code (i.e. called AR Control) for each type, so if you were using GL Accounts in different areas such as on parts, suppliers, etc you will have to create control codes for each one and come up with a unique control code naming convention
> You will have to decide if you want your segments to be dynamic or controlled, which means that in Epicor 9 you can have different objects such as customer Ids, supplier Ids, project iDs, etc as part of the Chart of Account
> Then, depending on what you decide, you will need to know which posting controls you want to use
> Â
> I would strongly suggest that you have your financial people have someone on site to explain the differences or get them into some E9 financials training before the conversion
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> A lot of people converting from 6.x have also looked at reimplementing as opposed to converting, with so many changes between 6.1 and E9. Something you may want to consider
> --- On Tue, 7/28/09, Jim Feetterer <jfeetterer@ ...> wrote:
>
>
> From: Jim Feetterer <jfeetterer@ ...>
> Subject: [Vantage] Epicor9 - Financials
> To: "vantage@yahoogroups .com" <vantage@yahoogroups .com>
> Date: Tuesday, July 28, 2009, 2:46 PM
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> Â
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> I have heard that Epicor9 financials have changed dramatically from 6.1. Has anyone upgraded from 6.1 to Epicor9 and did you have any problems with the Financials?
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> Thanks,
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> Jim
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