Readysell has a standard procedure for importing data from your old system.
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Key FeaturesInitial conversion before training starts (stage 1 conversion)If at all possible, before scheduled training commences, Readysell performs an initial data conversion, known as the stage 1 conversion. The aim of the initial conversion is to provide some basic data to assist with the training and evaluation process. The initial conversion will, to where possible, include :
After the stage 1 data conversion, you have to complete, sign and return to Readysell the stage 1 review checklist. See: Stage 1 Customer Verification Checklist Final master file conversion one week before "Go Live" weekend (stage 2 conversion)
Between one and three weeks before the go live weekend. Though normally on the weekend before the final "Go Live" weekend. Readysell will, to the extent possible, complete the final master file conversion. This is known as the stage 2 conversion. The second data conversion will include up to date customer, products and suppliers data. This will include address and contact details for customers and suppliers. All other data is also reconverted. As we find having fresh and updated transactions, sale orders, purchase orders, customer open items, supplier open items, stock balances etc.. helps with training and parallel runs.
After the date of the final master file conversion :
After the stage 2 data conversion, you have to complete, sign and return to Readysell the stage 2 review checklist. See: Stage 2 Customer Verification Checklist /wiki/spaces/INT/pages/26018060 Review of master file conversion during the week before "Go Live" weekendOn the Monday or Tuesday of the week before final conversion. Readysell support will send you spreadsheets containing details of your old systems and data after import into Readysell for customers, suppliers, addresses, products, contract prices (and/or product groups) and machines. Please review those spreadsheets and correct most errors in Readysell. In particular :
Final conversion on Friday night before "Go Live" weekend (stage 3 conversion)On the Friday night before the "Go Live" weekend the following data will be imported into Readysell if possible. Known as the stage 3 conversion:
Some optional steps that may be included on the final go live weekend after all other imported data is validated include :
Master file data such as customers, suppliers, products, addresses, contract prices, machines and contacts are not reconverted during the stage 3 conversion. The earlier stage 2 conversion was the final conversion for master file data. Product sell prices and product costs are normally reconverted as part of the stage 3 conversion. You will need to make one person available to review the converted data. This will be after your last day's trading on the old system and before any weekend live/training sessions with your staff. During the conversion weekend a number of live training sessions will be held. Those will involve entering real transactions into the system using the converted data. Readysell will make a representative available to assist with training and with any further required corrections to the data. The data conversion will be signed off as complete on the conversion weekend. Corrections to the imported data will be made by Readysell for one week after the final data conversion. After that time import or correction of data may involve an additional charge. After the stage 3 data conversion, on the Saturday of the go live weekend, you have to complete, sign and return to Readysell the stage 3 review checklist. See: Stage 3 Verification Checklist /wiki/spaces/INT/pages/26018054 FinancialsIf you are using any Readysell financials you must complete the Financials engagement meeting before any financials training or other financials work or activity. See: Readysell Financials Engagement Meeting for Full Financials Do not seek any training or do anything in respect to financials without first completing a financials engagement meeting! Readysell handles conversion of general ledger data manually : We use the standard Readysell chart of accounts. You will be asked to review the Readysell chart of accounts. We will assist you in adding any additional accounts required for your business. Once the chart of accounts has been agreed. After live conversion to Readysell. We bring over balances from the old system's general ledger using general journals. Those journals will include the closing balances of the various accounts from the old system. Once you have finalised your last bank reconciliation on the old system. We create an initial bankings on Readysell being the closing balances of all your reconcilable bank accounts. Then Readysell's support team create a first bank rec to stand for the opening balances including any unpresented items. Readysell includes a very powerful general ledger and cash book. If you do not use Readysell's general leger or cash book. We provide a manual procedure to extract figures from reports for entry into your preferred General Ledger and Cash Book.
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