Receivables Parallel Testing

Owned by Keith Mangold
Last updated: May 25, 2014
2 min read

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 - 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