Stage 3 Conversion Weekend Transactions and History Customer Sign Off Checklist
Ensure all monthly or one invoice per order sales have been invoiced in the old system by the Friday night before the final conversion weekend.
Final Email
Final email to customer should already be sent with details about the dates/ times schedule for the install weekend and all travel plans outlined.
There is an email template in customer documents click here to open.
This verification check list is to be completed by a member of the Readysell Computer Solutions implementation team with the aid of the customer.
All fields on this form must be filled in and all relevant check list items must either pass verification or have remediation steps defined and added to the post-implementation plan.
Please attach copies of the following supporting documentation and return with this checklist to Readysell:
- Customer Trial Balance from previous system
Total Balance: $
Variance from Readysell System: $ - Customer Trial Balance from Readysell
Total Balance: $ - Supplier Trial Balance from previous system
Total Balance: $
Variance from Readysell System: $ - Supplier Trial Balance from Readysell
Total Balance: $ - Stock report (with total stock on hand value) from previous system
Stock on hand value: $ - Stock report from Readysell
Stock on hand value: $
Customer | |
---|---|
Date Completed | |
Completed By | |
Readysell Team Member Signature | |
Project Leader Signature | |
Notes |
All Customers
Verification Step | Pass? | Comment |
---|---|---|
Stock on hand value lines up with previous system | ||
Supplier trial balance lines up with previous system | ||
Customer trial balance lines up with previous system | ||
Most recently created/edited customer contract from previous system has been correctly imported in RV8 | ||
No Messages and no Email Batches | ||
No Allocations in the production database | ||
No customer credits in the production database | ||
No customer debits in the production database | ||
No customer payments in the production database | ||
No supplier credits in the production database | ||
No supplier debits in the production database | ||
No supplier payments in the production database | ||
No Supplier Payment Reconciliations in the product database | ||
No Supplier Payment Runs in the product database | ||
No bank deposits in the production database | ||
No bank payments in the production database | ||
No Bank Transfer in the production database | ||
No Bankings in the production database | ||
No Bank Reconciliations | ||
No General Ledger Journals in the production database | ||
No Standing journals in the production database | ||
No GST items in the production database | ||
No GST Batch extracts in the production database | ||
No Old Product Labels | ||
No Stock Locations Transfer in the production database | ||
No Stock Quantity Adjustments | ||
No Stocktakes in the production database | ||
No Stock Transfers In, in the production database | ||
No Stock Transfers Out in the production database | ||
No Bulk Update Run | ||
No Sales Orders in the production database (unless otherwise instructed by Readysell) | ||
Check that the SALORD/SALQUO that have been imported are genuine and not too old | ||
Check that the SALQUO has no values in the Qty Allocated and No values in the Qty on Sales Back Order | ||
Check that SALQUO imported have a transaction type of 'SALQUO'; have a qty, value,tax cost, margin, GP% and have a contact name and delivery address | ||
Check Sales orders with qty on back order (so outstanding sales for back orders) with transaction type of SALORD have a qty, qty on sales back order, Price value, tax,cost, margin, GP% and nothing in qty allocated, contact name and delivery address. check both totals at the header and line levels | ||
Check that the Sales Back Orders do not consist of any transaction types of SALQUO | ||
No Sales Shipments in the production database (unless otherwise instructed by Readysell) | ||
No Sales Invoices in the production database (if not previously a V7 store). Sales invoices are now being imported. Check that the status are all Posted, check there is a qty, price,value-ex, tax,cost , margin and gp% not only on the sale invoice lines but the total on the sale header and lines | ||
No Deliveries | ||
No Order Payments in the production database | ||
No Sales Runs in the production database | ||
No Shipment Runs in the production database | ||
No Invoice Runs in the production database | ||
No Pay-ins/Pay-outs in the production database | ||
No Gift Registry | ||
No Gift Vouchers | ||
No Layby Payments | ||
No Laybys | ||
No Shifts in the production database | ||
No Purchase Orders (if not previously a V7 store) only imported outstanding ones. Check that there is a qty on order, value, price | ||
No Purchase Receipts in the production database (if not previously a V7 store) | ||
No Purchase Invoices in the production database (if not previously a V7 store) | ||
No Purchase Runs in the production database | ||
Check that at least 5 products . One with qty break,qty on hand , price levels and compare them against the old system | ||
Check Product movements and try and work out if any product history can be deleted e.g. by date or period | ||
Check that there are no unusual periods in the general ledger e.g. 20161 when it should be 201611 | ||
*** Transactions to put through: | Process one of each of the transactions below (on the left hand Verification Step column) | |
New Sales Quote successfully created | ||
New sale order successfully created. | ||
New sale shipment successfully created | ||
New purchase order successfully created | ||
New purchase receipt successfully received | ||
New purchase invoice successfully created | ||
New supply payment successfully created | ||
New customer payment successfully created | ||
Review the Document Numbers and update as required | ||
Task: All sales cubes are enabled, check that the task is scheduled, and runs without any errors | ||
Task: check to see if they are using Automatic Emailing of Invoices if so set the Task to be True. Task = Generate and Send Email Batches. Parameter = Enablegenerateandsendsaleinvoiceemailbatch = True. Test it by clicking on Run Task at the end of the day after live transactions have been sent if possible. | ||
For contracts, go the card list on contracts, in the detail area click on the tab of 'Cards' and use column chooser to add the field customer.webcustomer. Then scroll through every contract. The customer.webcustomer field must not be blank for an customers. Also the customer.webcustomer must match the office brands organisation name for that customer exactly. You must check every contract. | ||
Download the report “Review Imported Customer Data” from the Readysell store if you have not done so. You should have downloaded the report as part of completing the stage 2 checklists. Correct any issues identified by this list report. | ||
Check Card ID on suppliers line up with Office Brands supplier codes. This can't be changed until final import of supplier data and sales history is accepted. | ||
Go to sites in system administration, select the settings tab and check that the "Min Age in Hours" is at least 0.1, the "Min Allocation %" is at least 40 and the "Max Shipments Outstanding" is at least 200 | ||
Go to the tasks- Office Brands Sync Task. Check a product on the task that has uploaded. Then check select product, click on related, click on show Office Brands Messages, check for failed or success message. | ||
Check SALWEB has come in - Office Brands usually place a test order, make sure they come into Readysell in the sales orders module. | ||
Confirm you have read and are ready to implement the Stage 5 customer best practice checklist after you go live on Readysell 8 | ||
Enable the Office Brands WebX integration tasks.
|
Service Module Only
Verification Step | Pass? | Comment |
---|---|---|
Most recently created/edited machine contract from previous system has been correctly imported into Readysell | ||
No Service orders in the production database | ||
No Meter Count runs in the production database | ||
No Meter charge runs in the production database |
Disclaimer
Readysell takes all care, but no responsibilities for data conversions. Checking the data is the customers sole responsibility.