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This article describes some of the basic steps used to perform a parallel test when migrating from Aeros Classic (CMC) to Aeros. Note: This is not a complete list and specific functions may or may not be used within your organization in the order specified. Please work with your Implementation Specialist.

Overview

  1. Create Customer
  2. Create Items
  3. Create Opening Balance Invoices
  4. Create Opening On-Account Payments
  5. Create Opening Orders / Shippers
  6. Create Opening Inventory
     
  7. Balance Customer Aging Reports
    1. Aeros: Receivables - Report Wizards - Customer Aging
    2. CMC: ARV3xxxx
       
  8. Balance Open Orders / Shipper Reports
    1. Aeros: Orders - Report Wizards - Shipping Document Register
    2. CMC: ARV3xxxx
       
  9. Balance Inventory Reports
    1. Aeros: Inventory - Report Wizards - Inventory List
    2. CMC: INVxxxx

  10. Create Orders within Aeros
    1. Orders - Customer Order

  11. Balance Orders
    1. Aeros: Orders - Report Wizards - Shipping Document Register
    2. CMC: ARV3xxxx
     Ship
    1.  
  12. Perform Inventory Transactions
    1. Inventory - Receipts - Direct Receipt
    2. Inventory - Adjust Inventory
    3. Inventory - Transfer Inventory
        
  13. Allocate Order Inventory
    1. Logistics - Logistics Maintenance - Manually Allocate Inventory 

  14. Ship Release Orders
    1. Logistics - Logistics Maintenance - Ship Release

  15. Convert Orders to Invoices
    1. Logistics - Create Invoices - Auto-Invoice
       
  16. Create Credit/Debit Memos
    1. Logistics - Adjustment Entry
    2. Logistics - Invoicing - Invoice Update
       
  17. Balance Invoices
    1. Aeros: Logistics - Report Wizards - Invoice List
    2. CMC: ARV3xxxx

  18. Balance Inventory
    1. Aeros: Inventory - Report Wizards - Inventory List
    2. CMC: INVxxxx
  19. Register Invoices
    1. Logistics - Invoicing - Invoice Registration

  20. Create Bank Deposits
    1. Receivables - Manage Bank Deposits

  21. Apply Payments
    1. Receivables - Apply Payments

  22. Perform any Write-Off's / Key-Off's
    1. Receivables - Customer Key-Off's

  23. Balance Payment Application Register
    1. Aeros: Receivables - Report Wizards - Payment Application Register
    2. CMC: ARV3xxxx

  24. Balance Customer Aging
    1. Aeros: Receivables - Report Wizards - Customer Aging
    2. CMC: ARV3xxxx

  25. Balance A/R Distribution
    1. Aeros: Receivables - Report Wizards - AR Distribution
    2. CMC: ARV3xxxx