| If you are implementing Microsoft Dynamics GP in | | | | then you can be done entering them in eight |
| your organization and you would like to do some | | | | hours or so and by completing this routine you will |
| data conversion from your old accounting or ERP | | | | be self trained in GP records entering. If you have |
| application, then you should consider several levels | | | | thousands of customers, then consider Integration |
| of data migration and their feasibility. As we come | | | | Manager. In the case of IM you prepare your |
| through numerous data massage and migration | | | | customers as text file, massage data to fit |
| cases, we would like to share our experience to | | | | specific data format requirements and then tune |
| help you with your homework: | | | | IM integration, test it and do final import. In some |
| 1. This method is the simplest one and you should | | | | cases you would like to do advanced import, |
| probably consider it first. If you had Quickbooks, | | | | where you tweak your migrated records in GP |
| Peachtree, MYOB or similar small business | | | | via SQL update or insert statements. |
| accounting package, simply print you balance, | | | | 3. Open transactions import. It is natural, when |
| P&L and in GP enter similar accounts for | | | | you expect to continue such business processes |
| Assets, Liability, Equity, Revenue, Cost of Goods | | | | as AR collection, AP aging in the new MRP or GP. |
| and Expenses and then enter in GP beginning | | | | In this case you import open RM and PM batches |
| balances opening transaction as GL transaction | | | | to keep collecting and aging them in Great Plains |
| and you are up and running GP in production. If | | | | Dynamics. Typically you import transactions via IM |
| you need to see more in Great Plains prior to do | | | | and then post just imported batches in GP. |
| your daily ERP routines, then keep reading | | | | 4. Historical Data conversion. We would like to try |
| 2. Master Records import. Customers, Vendors, | | | | to discourage you from this step, as it will cost |
| GL accounts, Employees are classified as master | | | | you a lot of consulting hours to feed data to |
| records in GP. There are several methods of | | | | historical Great Plains Dynamics tables. The |
| entering them there. First one is manual key in - it | | | | alternative to historical data migration is keeping |
| works if you have limited number of master | | | | your legacy accounting for data lookup or inquiry |
| records - say several hundred, if this is the case, | | | | only during transition period. |