Vantage 8.0 to 9.05 UOM Conversion

About conversion factors...

--- In vantage@yahoogroups.com, "Ned" <TechnoBabbly@...> wrote:
> In regards to the UOM specifically, running the conversions will bring up an
> option to categorize and setup base UOMs for each time, as well as setup
> conversion factors, such as Inches being the base of linear measurement and
> then the conversion factor for foot would be .08333.

I've been a little confused about this myself. There's an example on the Generate/Prepare/Apply screen that states:

> Ex: If Base UOM is Inches, Foot conversion factor would be 12.0

Ned, did you go the other way around without any huge issues? Zac, do you remember which 'direction' you went with your UOMs?

--- In vantage@yahoogroups.com, "Ned" <TechnoBabbly@...> wrote:
>
> From my own experience working with customers doing this conversion, the
> best path is to do conversions from 8.00 to 8.03 to 9.04 then to 9.05.
>
> The reason to go to 8.03 is the ability to use the DMT tool.
> The reason to go to 9.04 is the reduction in potential errors from going
> directly to 9.05 which is not as smooth and can create more errors when
> skipping over 9.04 in the process.
>
> One server with 8.03 and 9.04 and 9.05 can be used for this process, or a
> temp server with 8.03 and 9.04 on it and then your new final server with
> 9.05 on it. For speed, your interim server for the conversions can be
> configured with RAID 0 on the secondary drives, which will increase
> performance and allow the conversions to be faster. This should only be used
> on the interim conversion server since it does not allow for any redundancy,
> but the striping does allow for many more spindles to be used during the
> process, which will speed it up considerably.
>
> In regards to the UOM specifically, running the conversions will bring up an
> option to categorize and setup base UOMs for each time, as well as setup
> conversion factors, such as Inches being the base of linear measurement and
> then the conversion factor for foot would be .08333.
>
> Doing an initial conversion for testing purposes will help you raise any
> flags on what UOM you need to deal with prior to your go live.
>
> The most common method(and easiest that I am aware of right now) to fix all
> the UOMs is to use the DMT Tool for 8.03 and do a mass update to fix them in
> 8.03 prior to your go live date.
>
> Once testing of this has been done and a few practice updates, the
> difference in time to go through all versions compared to going direct from
> 8.00 to 9.05 is minimal.
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> paul_wetherington
> Sent: Monday, April 04, 2011 2:28 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Vantage 8.0 to 9.05 UOM Conversion
>
> We are currently on Vantage Version 8.00.812A and are looking to upgrade to
> Epicor 9 (9.05). Through all of our research we are seeing that there is a
> considerable amount of potential heartache concerning UOM conversions, if
> they are not done correctly that is. We are wondering how others have
> handled the change from an uncontrolled UOM in version 8 to an controlled
> UOM and UOM class in Epicor 9???
>
> Thanks for your help.
> Paul Wetherington
>
>
>
> ------------------------------------
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
> already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder and
> Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
>
We are currently on Vantage Version 8.00.812A and are looking to upgrade to Epicor 9 (9.05). Through all of our research we are seeing that there is a considerable amount of potential heartache concerning UOM conversions, if they are not done correctly that is. We are wondering how others have handled the change from an uncontrolled UOM in version 8 to an controlled UOM and UOM class in Epicor 9???

Thanks for your help.
Paul Wetherington
Paul,

When I was at the Epicor user summit a few weeks ago, this was specifically
mentioned as being a heartache. Let me see if i can get the speaker's
contact information because he had that specific red flag for upgrading. I
should be able to find it tonight.




On Mon, 04 Apr 2011 18:28:04 -0000
"paul_wetherington" <pwetherington@...> wrote:
We are currently on Vantage Version 8.00.812A and are
looking to upgrade to Epicor 9 (9.05). Through all of our
research we are seeing that there is a considerable amount
of potential heartache concerning UOM conversions, if they
are not done correctly that is. We are wondering how
others have handled the change from an uncontrolled UOM in
version 8 to an controlled UOM and UOM class in Epicor
9???

Thanks for your help.
Paul Wetherington
From my own experience working with customers doing this conversion, the
best path is to do conversions from 8.00 to 8.03 to 9.04 then to 9.05.

The reason to go to 8.03 is the ability to use the DMT tool.
The reason to go to 9.04 is the reduction in potential errors from going
directly to 9.05 which is not as smooth and can create more errors when
skipping over 9.04 in the process.

One server with 8.03 and 9.04 and 9.05 can be used for this process, or a
temp server with 8.03 and 9.04 on it and then your new final server with
9.05 on it. For speed, your interim server for the conversions can be
configured with RAID 0 on the secondary drives, which will increase
performance and allow the conversions to be faster. This should only be used
on the interim conversion server since it does not allow for any redundancy,
but the striping does allow for many more spindles to be used during the
process, which will speed it up considerably.

In regards to the UOM specifically, running the conversions will bring up an
option to categorize and setup base UOMs for each time, as well as setup
conversion factors, such as Inches being the base of linear measurement and
then the conversion factor for foot would be .08333.

Doing an initial conversion for testing purposes will help you raise any
flags on what UOM you need to deal with prior to your go live.

The most common method(and easiest that I am aware of right now) to fix all
the UOMs is to use the DMT Tool for 8.03 and do a mass update to fix them in
8.03 prior to your go live date.

Once testing of this has been done and a few practice updates, the
difference in time to go through all versions compared to going direct from
8.00 to 9.05 is minimal.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
paul_wetherington
Sent: Monday, April 04, 2011 2:28 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Vantage 8.0 to 9.05 UOM Conversion

We are currently on Vantage Version 8.00.812A and are looking to upgrade to
Epicor 9 (9.05). Through all of our research we are seeing that there is a
considerable amount of potential heartache concerning UOM conversions, if
they are not done correctly that is. We are wondering how others have
handled the change from an uncontrolled UOM in version 8 to an controlled
UOM and UOM class in Epicor 9???

Thanks for your help.
Paul Wetherington



------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
Adding to what Ned said make a test server with the latest build of 8.03. You will need to do this anyhow for the upgrade process. In the process of the upgrade to 8.03 you will be prompted to get all of this set. Once it has been set the way you need it a database is created. Back this up, otherwise, If you redo the 8.03 server you will have to go through the process again.

The upgrade instruction from 8.03 to 9.04 should prompt you to move this DB over to the 904 server as well. Having this all in place will speed the upgrade process along.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com

Creating customer confidence through extraordinary service and experienced industry experts.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Ned
Sent: Monday, April 04, 2011 1:25 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Vantage 8.0 to 9.05 UOM Conversion



From my own experience working with customers doing this conversion, the
best path is to do conversions from 8.00 to 8.03 to 9.04 then to 9.05.

The reason to go to 8.03 is the ability to use the DMT tool.
The reason to go to 9.04 is the reduction in potential errors from going
directly to 9.05 which is not as smooth and can create more errors when
skipping over 9.04 in the process.

One server with 8.03 and 9.04 and 9.05 can be used for this process, or a
temp server with 8.03 and 9.04 on it and then your new final server with
9.05 on it. For speed, your interim server for the conversions can be
configured with RAID 0 on the secondary drives, which will increase
performance and allow the conversions to be faster. This should only be used
on the interim conversion server since it does not allow for any redundancy,
but the striping does allow for many more spindles to be used during the
process, which will speed it up considerably.

In regards to the UOM specifically, running the conversions will bring up an
option to categorize and setup base UOMs for each time, as well as setup
conversion factors, such as Inches being the base of linear measurement and
then the conversion factor for foot would be .08333.

Doing an initial conversion for testing purposes will help you raise any
flags on what UOM you need to deal with prior to your go live.

The most common method(and easiest that I am aware of right now) to fix all
the UOMs is to use the DMT Tool for 8.03 and do a mass update to fix them in
8.03 prior to your go live date.

Once testing of this has been done and a few practice updates, the
difference in time to go through all versions compared to going direct from
8.00 to 9.05 is minimal.

-----Original Message-----
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of
paul_wetherington
Sent: Monday, April 04, 2011 2:28 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Vantage 8.0 to 9.05 UOM Conversion

We are currently on Vantage Version 8.00.812A and are looking to upgrade to
Epicor 9 (9.05). Through all of our research we are seeing that there is a
considerable amount of potential heartache concerning UOM conversions, if
they are not done correctly that is. We are wondering how others have
handled the change from an uncontrolled UOM in version 8 to an controlled
UOM and UOM class in Epicor 9???

Thanks for your help.
Paul Wetherington

------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.<http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links



[Non-text portions of this message have been removed]
Forgot to mention feel free to contact me directly if desired. I did the upgrade from 8.03.405 to 9.05.602 in house in December.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com

Creating customer confidence through extraordinary service and experienced industry experts.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Zac Jason Woodward
Sent: Monday, April 04, 2011 3:33 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Vantage 8.0 to 9.05 UOM Conversion



Adding to what Ned said make a test server with the latest build of 8.03. You will need to do this anyhow for the upgrade process. In the process of the upgrade to 8.03 you will be prompted to get all of this set. Once it has been set the way you need it a database is created. Back this up, otherwise, If you redo the 8.03 server you will have to go through the process again.

The upgrade instruction from 8.03 to 9.04 should prompt you to move this DB over to the 904 server as well. Having this all in place will speed the upgrade process along.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com

Creating customer confidence through extraordinary service and experienced industry experts.

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Ned
Sent: Monday, April 04, 2011 1:25 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Vantage 8.0 to 9.05 UOM Conversion

From my own experience working with customers doing this conversion, the
best path is to do conversions from 8.00 to 8.03 to 9.04 then to 9.05.

The reason to go to 8.03 is the ability to use the DMT tool.
The reason to go to 9.04 is the reduction in potential errors from going
directly to 9.05 which is not as smooth and can create more errors when
skipping over 9.04 in the process.

One server with 8.03 and 9.04 and 9.05 can be used for this process, or a
temp server with 8.03 and 9.04 on it and then your new final server with
9.05 on it. For speed, your interim server for the conversions can be
configured with RAID 0 on the secondary drives, which will increase
performance and allow the conversions to be faster. This should only be used
on the interim conversion server since it does not allow for any redundancy,
but the striping does allow for many more spindles to be used during the
process, which will speed it up considerably.

In regards to the UOM specifically, running the conversions will bring up an
option to categorize and setup base UOMs for each time, as well as setup
conversion factors, such as Inches being the base of linear measurement and
then the conversion factor for foot would be .08333.

Doing an initial conversion for testing purposes will help you raise any
flags on what UOM you need to deal with prior to your go live.

The most common method(and easiest that I am aware of right now) to fix all
the UOMs is to use the DMT Tool for 8.03 and do a mass update to fix them in
8.03 prior to your go live date.

Once testing of this has been done and a few practice updates, the
difference in time to go through all versions compared to going direct from
8.00 to 9.05 is minimal.

-----Original Message-----
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
paul_wetherington
Sent: Monday, April 04, 2011 2:28 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Vantage 8.0 to 9.05 UOM Conversion

We are currently on Vantage Version 8.00.812A and are looking to upgrade to
Epicor 9 (9.05). Through all of our research we are seeing that there is a
considerable amount of potential heartache concerning UOM conversions, if
they are not done correctly that is. We are wondering how others have
handled the change from an uncontrolled UOM in version 8 to an controlled
UOM and UOM class in Epicor 9???

Thanks for your help.
Paul Wetherington

------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.<http://groups.yahoo.com/group/vantage/files/><http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links

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



[Non-text portions of this message have been removed]
Thanks to Zac, Ned and Nick for helping me get my head around what will be required for our upgrade, I will be sure to pass along this information so that we can get the process moving forward.


Thanks again.

Paul Wetherington


[cid:image001.png@01CBF2EC.549BA040]
[cid:image002.png@01CBF2EC.549BA040]
This message (including any attachments) is intended only for the use of the named addressee(s), and may contain information that is legally privileged, confidential or exempt from disclosure under applicable law. If you are not a named addressee, you are hereby notified that any use, dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please notify the original sender immediately by telephone or by return E-mail and delete this message, along with any attachments, from your computer. Thank you.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Zac Jason Woodward
Sent: Monday, April 04, 2011 4:42 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Vantage 8.0 to 9.05 UOM Conversion



Forgot to mention feel free to contact me directly if desired. I did the upgrade from 8.03.405 to 9.05.602 in house in December.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com

Creating customer confidence through extraordinary service and experienced industry experts.

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Zac Jason Woodward
Sent: Monday, April 04, 2011 3:33 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Vantage 8.0 to 9.05 UOM Conversion

Adding to what Ned said make a test server with the latest build of 8.03. You will need to do this anyhow for the upgrade process. In the process of the upgrade to 8.03 you will be prompted to get all of this set. Once it has been set the way you need it a database is created. Back this up, otherwise, If you redo the 8.03 server you will have to go through the process again.

The upgrade instruction from 8.03 to 9.04 should prompt you to move this DB over to the 904 server as well. Having this all in place will speed the upgrade process along.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com

Creating customer confidence through extraordinary service and experienced industry experts.

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 Ned
Sent: Monday, April 04, 2011 1:25 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Vantage 8.0 to 9.05 UOM Conversion

From my own experience working with customers doing this conversion, the
best path is to do conversions from 8.00 to 8.03 to 9.04 then to 9.05.

The reason to go to 8.03 is the ability to use the DMT tool.
The reason to go to 9.04 is the reduction in potential errors from going
directly to 9.05 which is not as smooth and can create more errors when
skipping over 9.04 in the process.

One server with 8.03 and 9.04 and 9.05 can be used for this process, or a
temp server with 8.03 and 9.04 on it and then your new final server with
9.05 on it. For speed, your interim server for the conversions can be
configured with RAID 0 on the secondary drives, which will increase
performance and allow the conversions to be faster. This should only be used
on the interim conversion server since it does not allow for any redundancy,
but the striping does allow for many more spindles to be used during the
process, which will speed it up considerably.

In regards to the UOM specifically, running the conversions will bring up an
option to categorize and setup base UOMs for each time, as well as setup
conversion factors, such as Inches being the base of linear measurement and
then the conversion factor for foot would be .08333.

Doing an initial conversion for testing purposes will help you raise any
flags on what UOM you need to deal with prior to your go live.

The most common method(and easiest that I am aware of right now) to fix all
the UOMs is to use the DMT Tool for 8.03 and do a mass update to fix them in
8.03 prior to your go live date.

Once testing of this has been done and a few practice updates, the
difference in time to go through all versions compared to going direct from
8.00 to 9.05 is minimal.

-----Original Message-----
From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>] On Behalf Of
paul_wetherington
Sent: Monday, April 04, 2011 2:28 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Vantage 8.0 to 9.05 UOM Conversion

We are currently on Vantage Version 8.00.812A and are looking to upgrade to
Epicor 9 (9.05). Through all of our research we are seeing that there is a
considerable amount of potential heartache concerning UOM conversions, if
they are not done correctly that is. We are wondering how others have
handled the change from an uncontrolled UOM in version 8 to an controlled
UOM and UOM class in Epicor 9???

Thanks for your help.
Paul Wetherington

------------------------------------

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.<http://groups.yahoo.com/group/vantage/files/><http://groups.yahoo.com/group/vantage/files/><http://groups.yahoo.com/group/vantage/files/>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links

[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]
If you have serialized parts, be aware their UM must be non-decimal. So don't use that same UM on parts that have decimal quantities, 1.25, 1.5 etc.

----- Original Message -----
From: "paul_wetherington" <pwetherington@...>
To: <vantage@yahoogroups.com>
Sent: Monday, April 04, 2011 11:28 AM
Subject: [Vantage] Vantage 8.0 to 9.05 UOM Conversion


> We are currently on Vantage Version 8.00.812A and are looking to upgrade to Epicor 9 (9.05). Through all of our research we are seeing that there is a considerable amount of potential heartache concerning UOM conversions, if they are not done correctly that is. We are wondering how others have handled the change from an uncontrolled UOM in version 8 to an controlled UOM and UOM class in Epicor 9???
>
> Thanks for your help.
> Paul Wetherington


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