WMS-1231 Wavelet EMP Intensive Data Migration

Wavelet EMP Workshop - Intensive Data Migration

Summary:

This course is suitable for :

• Project Manager, Newbies for Wavelet EMP
• System Migration for Opening Balance, Master Files Maintenance

1        OPENING AND DATA MIGRATION

1.1     Opening (Key in manually)


a)           Stock: Procurement > Transaction > Direct Receiving Stock (GRN, supplier code:1, date before use system)


b)          Customer: Customer > Maintenance > Opening Balance (after created, system generate the INV, item code: OPENING-BALANCE)


c)            Supplier: Supplier > Supplier Invoice > Create (GL code: purchase, date follow outstanding invoice date)


d)          Cashbook: Finance > Cashbook > Cash Adjustment (single entry, appear the TXN in cash book only)


e)           General Ledger (GL)/Balance Sheet: Finance > Accounting > Configuration > Set Opening Balance

1.2     Opening (upload method)


a)           Stock: Inventory > Others > Upload GRN (supplier code:1, date before use system)


b)          Customer: Trading > Sales > Upload Invoice


c)           Supplier: Supplier > Maintenance > Upload supplier invoice

1.3     Data Migration (Key in Manually)


a)           Item Master File: Inventory > Item > Add Item

b)          Debtor / Customer File: Customer > Maintenance > Create Account

c)           Creditor / Supplier File: Supplier > Maintenance > Create Supplier

d)          Chart Of Account: Accounting > Maintenance > Configuration > Add GL Code

e)           New Cash Book: Accounting > Maintenance > Configuration > Cashbook Maintenance

1.4     Data Migration (Excel upload method)


a)           Item Master File: Inventory > Item > Upload Item Code


b)          Debtor / Customer File: Customer > Maintenance > Upload Customer List


c)           Creditor / Supplier File: Supplier > Maintenance > Upload Supplier List


d)          Chart Of Account: Accounting > Maintenance > Configuration > Upload GL Codes