Receivables Parallel Testing

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
        
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 - 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