We have a question about what others have done when they convert

Yahoo Archive
1
Hello People,

You may be interested in our data importer tool we have developed.

I work for COGITA an Epicor partner and have acess to some of the code so we have developed a tool to import many of the data table that would be too time consuming to enter manually.

I agree that it is a good idea to enter much of the open data as training but no one wants to ave to enter severa thousand parts.

If you would like further information on this please contact me


Elaine Dyett
Support Consultant
COGITA ®
Established 1983
Phone +64 9 261 0792
Fax +64 9 261
0799
eMail elaine.dyett@...
Skypee.dyett
Web www.cogita.com
lasting business partnership





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2
We're facing conversion from our old system to Vantage sometime later this year. We would like to hear from other users what they did about open orders (i.e. sales orders, jobs, and purchase orders). Did you leave them on your old system to finish their processing there or did you somehow recreate them on the new Vantage system and finished their processing in Vantage?
Â
Thanks,
Â
Lorraine Aiello
Senior Programmer Analyst
Gloucester Engineering Co., Inc.
(plastics machinery manufacturing firm)
Gloucester, MA




[Non-text portions of this message have been removed]
3
During the weekend before the cut over we manually entered the open
Sales Orders, Jobs and PO's. The data entry aspect forced the users to
get familiar with the software (we did training but nothing familiarizes
users with the software like repetitive data entry) so that on Monday
morning for Go Live the users were ready to go in a single system.

Using dual systems will create inefficiencies as users will have to
navigate two systems instead of a single system.

Mike Lowe
Corporate I.T. Manager
Connor Manufacturing Services
Direct: (949) 713-3328
Fax: (949) 666-5268
Cell: (949) 973-7621
Skype: Mike.Lowe
Email: MLowe@... <mailto:MLowe@...>
Web: www.connorms.com <http://www.connorms.com/>


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Lorraine Aiello
Sent: Monday, July 20, 2009 1:00 PM
To: vantage@yahoogroups.com
Subject: [Vantage] We have a question about what others have done when
they convert




We're facing conversion from our old system to Vantage sometime later
this year. We would like to hear from other users what they did about
open orders (i.e. sales orders, jobs, and purchase orders). Did you
leave them on your old system to finish their processing there or did
you somehow recreate them on the new Vantage system and finished their
processing in Vantage?

Thanks,

Lorraine Aiello
Senior Programmer Analyst
Gloucester Engineering Co., Inc.
(plastics machinery manufacturing firm)
Gloucester, MA

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





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4
sales order open line/releases - manually entered (this worked as part of the training for customer service)

open purchase order line/releases - manually entered (this worked as part of the training for purchasing)

jobs - if no labor or material transactions, entered as new in vantage. if in process, completed in old system then inventory adjustment and cost adjustment in vantage.

open a.p. - generated a table from legacy system then paste inserted into vantage.

open a.r. - generated a table from legacy system then paste inserted into vantage.



BILL R. KING
J&B Industrial Services
(806).776.4409 Office
(254).592.4397 Cell



________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Lorraine Aiello
Sent: Monday, July 20, 2009 3:00 PM
To: vantage@yahoogroups.com
Subject: [Vantage] We have a question about what others have done when they convert



We're facing conversion from our old system to Vantage sometime later this year. We would like to hear from other users what they did about open orders (i.e. sales orders, jobs, and purchase orders). Did you leave them on your old system to finish their processing there or did you somehow recreate them on the new Vantage system and finished their processing in Vantage?

Thanks,

Lorraine Aiello
Senior Programmer Analyst
Gloucester Engineering Co., Inc.
(plastics machinery manufacturing firm)
Gloucester, MA

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




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5
Here's what we did:

- Customers, Suppliers, Parts, BOMs (PartMtl), Costs (PartCost), and Inventory: Imported via Service Connect with workflows purchased from Epicor.
- Routings (PartOpr): Created by hand.
- Jobs: Closed in old system, created in new with remaining balance.
- Sales Orders: Created by hand.
- Purchase Orders and Invoices: Created by hand using Open PO Load, Open Invoice Load.

The master file data was done for the most part well in advance of the go-live weekend. The Sales Orders were done in a phased basis depending on which ones were pretty static and wouldn't have activity in the final week or so, and the bulk done over the weekend. Everything else was done in advance as practical, and then done over the weekend. Standard costs were loaded in advance, and inventory balance brought over on the weekend.

We spent most of Saturday doing go-live work and took Sunday off.

Lots of checklists, and a very good project manager made the initial cutover pretty seamless. We were $0.11 off in a couple million in transferred inventory, which turned out to be Excel vs. Epicor rounding differences.

-bws

--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
    bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Lorraine Aiello
Sent: Monday, July 20, 2009 4:00 PM
To: vantage@yahoogroups.com
Subject: [Vantage] We have a question about what others have done when they convert

We're facing conversion from our old system to Vantage sometime later this year. We would like to hear from other users what they did about open orders (i.e. sales orders, jobs, and purchase orders). Did you leave them on your old system to finish their processing there or did you somehow recreate them on the new Vantage system and finished their processing in Vantage?
Â
Thanks,
Â
Lorraine Aiello
Senior Programmer Analyst
Gloucester Engineering Co., Inc.
(plastics machinery manufacturing firm)
Gloucester, MA




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



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

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. )
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6
We did pretty much what the other posts have done. In your company master set your starting sales orders and purchase orders to a number above what is in your current system (i.e. current system latest open PO's = 450 thru 500, enter your starting PO in Epicor as 501, then you can manually key in the current PO numbers (type the number (i.e. 450) in the PO or SO field and it will say record not found add new?) That way you can match your open PO's or SO's in your current system with Epicor
Â
Once you have entered your POs and SO's, import your AP and AR balances (or key them through Journal Entry). If you have WIP you can manually create jobs and issue materials to replicate your current WIP in Epicor. If you are planning on using MRP run that last and review your suggestions. Print job travelers and replace with what is out on the floor if you plan on using job travelers

--- On Mon, 7/20/09, Lorraine Aiello <lorraine.aiello@...> wrote:


From: Lorraine Aiello <lorraine.aiello@...>
Subject: [Vantage] We have a question about what others have done when they convert
To: vantage@yahoogroups.com
Date: Monday, July 20, 2009, 3:59 PM


Â



We're facing conversion from our old system to Vantage sometime later this year. We would like to hear from other users what they did about open orders (i.e. sales orders, jobs, and purchase orders). Did you leave them on your old system to finish their processing there or did you somehow recreate them on the new Vantage system and finished their processing in Vantage?
Â
Thanks,
Â
Lorraine Aiello
Senior Programmer Analyst
Gloucester Engineering Co., Inc.
(plastics machinery manufacturing firm)
Gloucester, MA

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



















[Non-text portions of this message have been removed]
7
We recreated all open orders in the new system. Our judgment was that it would have been a nightmare to figure out which jobs/orders we should not account for because they were pre-cutover jobs. It was a lot of work to create the old orders, but I imagine I would still be untangling the mess if we had not done that.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>


From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Lorraine Aiello
Sent: Monday, July 20, 2009 1:00 PM
To: vantage@yahoogroups.com
Subject: [Vantage] We have a question about what others have done when they convert



We're facing conversion from our old system to Vantage sometime later this year. We would like to hear from other users what they did about open orders (i.e. sales orders, jobs, and purchase orders). Did you leave them on your old system to finish their processing there or did you somehow recreate them on the new Vantage system and finished their processing in Vantage?

Thanks,

Lorraine Aiello
Senior Programmer Analyst
Gloucester Engineering Co., Inc.
(plastics machinery manufacturing firm)
Gloucester, MA

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



[Non-text portions of this message have been removed]
8
We ran them out on the old system (DCD-Classic) and created all new jobs on the new system. This was over a four month time frame. We logged time manually on cards on the new system until the number of new jobs exceeded old then started Vantage shop floor and used cards for the old jobs. We started in September and kept G/L and financial on the old system with lots of journal entries but cut over to the new one with the new year. There were lots of benefits to the phased approach but the important thing was to keep the total time frame relatively short. In our case dictated by the amount of time 90% of jobs took less than to close, so we only moved a small handful to the new system. We had the financials all closed on the old one by February and shut it down.
-Todd C.


________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Lorraine Aiello
Sent: Monday, July 20, 2009 3:00 PM
To: vantage@yahoogroups.com
Subject: [Vantage] We have a question about what others have done when they convert



We're facing conversion from our old system to Vantage sometime later this year. We would like to hear from other users what they did about open orders (i.e. sales orders, jobs, and purchase orders). Did you leave them on your old system to finish their processing there or did you somehow recreate them on the new Vantage system and finished their processing in Vantage?

Thanks,

Lorraine Aiello
Senior Programmer Analyst
Gloucester Engineering Co., Inc.
(plastics machinery manufacturing firm)
Gloucester, MA

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





[Non-text portions of this message have been removed]
9
As a former Consultant for Epicor I have seen a few variations of the methods described. Preparedness and team work is a the key to the success stories described.
Purchase Orders: I have had customers that decided any PO's that will be received after the Go-Live date be only created in Vantage. This will reduce the need to enter them into both systems. If your Go-Live date is still up in the air, then play it safe and enter them in your legacy system until your date is firm.
Sales Orders: Re-create open Sales Orders in Vantage. I have also had customers who entered new Orders into Vantage prior to Go-Live due to the processing time involved for their products. This may vary for your firm depending on your processing time.
Job Travelers: I have had customers use different color paper for the Travelers on the floor. This helped to ensure that all of them had been replaced. I have seen new Jobs that will not be started before the Go-Live date entered into Vantage only.
A/P Invoices: I have had customers create a "Legacy A/P Trade" General Ledger account in Vantage to keep track of the A/P invoices being processed through the legacy system. They had determined the quantity of the A/P Invoices was too much to re-enter into Vantage.
As the success stories have stated---please have your people take their time and enter the data correctly into Vantage. If you and your team put in the time and effort, you will have a much easier time beginning your journey into the world of Vantage. Manual entry is a great learning tool, and may also alert you to
something that was missed during setup.


Sincerely,


Stephen Schaefer
Abrams Airborne

[Non-text portions of this message have been removed]
10
Let me add as an Epicor consultant.
Make sure that you practice your approach on your pilot system, way before
your go live.
This isn't meant to load all open orders, but you should load some so you
can estimate the level of effort that will be required, and as Steve says,
find out if you have any gaps in your processes that you have developed over
the implementation project.

Bruce
www.ERPgeek.com
bruce@...


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Stephen Schaefer
Sent: Tuesday, July 21, 2009 11:30 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: We have a question about what others have done when
they convert

As a former Consultant for Epicor I have seen a few variations of the
methods described. Preparedness and team work is a the key to the success
stories described.
Purchase Orders: I have had customers that decided any PO's that will be
received after the Go-Live date be only created in Vantage. This will
reduce the need to enter them into both systems. If your Go-Live date is
still up in the air, then play it safe and enter them in your legacy system
until your date is firm.
Sales Orders: Re-create open Sales Orders in Vantage. I have also had
customers who entered new Orders into Vantage prior to Go-Live due to the
processing time involved for their products. This may vary for your firm
depending on your processing time.
Job Travelers: I have had customers use different color paper for the
Travelers on the floor. This helped to ensure that all of them had been
replaced. I have seen new Jobs that will not be started before the Go-Live
date entered into Vantage only.
A/P Invoices: I have had customers create a "Legacy A/P Trade" General
Ledger account in Vantage to keep track of the A/P invoices being processed
through the legacy system. They had determined the quantity of the A/P
Invoices was too much to re-enter into Vantage.
As the success stories have stated---please have your people take their time
and enter the data correctly into Vantage. If you and your team put in the
time and effort, you will have a much easier time beginning your journey
into the world of Vantage. Manual entry is a great learning tool, and may
also alert you to
something that was missed during setup.


Sincerely,


Stephen Schaefer
Abrams Airborne

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



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

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





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