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Upgrading from 9.0 to EB2 – Functional Enhancements

Upgrading from 9.0 to EB2 – Functional Enhancements. Maria Balluch September 28, 2004 Midwest User Group. Why Upgrade to eB2?. Additional Product Functionality Diverse Interface Options Database Configurability and Administration Progress Version 9 Enhancements.

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Upgrading from 9.0 to EB2 – Functional Enhancements

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  1. Upgrading from 9.0 to EB2 – Functional Enhancements Maria Balluch September 28, 2004 Midwest User Group

  2. Why Upgrade to eB2? • Additional Product Functionality • Diverse Interface Options • Database Configurability and Administration • Progress Version 9 Enhancements

  3. Additional Product Functionality Labels Fixed Assets Extended Account Structure Improved Financials Global Tax Management Consignment Inventory – Customer and Supplier Linked Site Costing EDI E-Commerce Flow Scheduling Kanban Logistics Accounting

  4. More Functionality… Reserved Locations True Multi-Threaded MRP/DRP using AppsServers Project Realization Management WIP Lot Trace Customer Sequence Schedules ATP Enforcement at SO Entry Container and Line Charges Other additional enhancements to Security, Work Orders, Purchasing, Distribution Orders……

  5. Diverse Interface Options • Character • GUI • QAD Desktop 2 • Web Interface

  6. Character……

  7. GUI……..

  8. QAD Desktop 2 ……..

  9. CONVERSION …. Preliminary Steps • Progress and MFG/PRO Installation • Progress v9 • MFG/PRO eB2 SP1 • Preparing Source Version Data • Preparing Reports for Data Verification • Create the Target Version Database

  10. Preparing Source Version Data • Post and Close Financial Transactions • Delete and Archive any outdated data • Backup the Production Database • Certain Modules require specific procedure • Global Tax Management (All Versions) • Ensure Country Code is populated • Other versions require additional source version preparation

  11. Source Version Data • Run Data Verification Programs from Source Version • These will be compared to the same reports in the EB2 Version • Preserve Custom Files • Help • Menus • Messages

  12. Begin the Conversion • Follow the Conversion Steps in the documentation • Select QAD Conversion Shell from MFG/Util • Walk through steps

  13. Answering the Conversion Questions • For Converting from Version 9.0, the questions are regarding EDI ECommerce and dates/userid for the turnaround data • For other versions, questions will vary • Example, if coming from Version 8.5, questions regarding NRM sequences and Exchange Rate Gain/Loss Accounts are requested

  14. Conversion Process • Dump Data • Some tables are ‘special’ dumped • Edtar_mstr • Sad_det, sar_mstr • Vph_hist • Special Dump is when the data required in EB2 needs to be in a different or new format from the source version • .dxx is created in place of .d and is used by a target version routine

  15. Loading Data into Target Version • Load the data previously dumped • Index Rebuild • New In-Place Conversion for future • Load ECommerce Data • Run the Target Version Programs

  16. Target Version Programs – What to Expect • tvsaddet.p • tvsarmst.p • tvssm2.p • These reload the tables dumped via the Special Dumps • tvmea.p • Multi Entity Accounting – moves the InterCompany accounts to the entity level instead of the control file (AP, AR, IC) level • tveas.p • Parses the sub-account portion of the account field, updates the new sub field, updates the account field in all tables that have account fields

  17. Target Version Programs….. • tvmrp.p • tvmrp1.p • Prepare to use the MRP to Repetitive functionality by moving values from the qad_wkfl to the new Line Allocation Detail table; initialize value in the mrp_det table for index purposes • tvvphpvo.p • Creates new table PVO_MSTR • Replaces some fields in the PRH_HIST • Loads the VPH_HIST records that were special dumped, corresponding to new PVO_MSTR • PVO_MSTR (Pending Voucher Master) holds the accounting portion of the Receiver History and links to the Voucher at Voucher Maintenance

  18. Target Version Programs….. • tvcupcnv.p • Cumulative Shipping Reset • tvecg.p • If ECommerce will be used, marks legacy documents as exported • tvglo91.p • Updates the new Summary Level fields in the AR and AP Control Files • tvlsc91.p • Update to in_mstr to allow for Linked Site Costing to be used

  19. Target Version Programs….. • tvusr92.p • Update User Master to enable new fields, support license requirements • tvconsign.p • Update the Consignment field in Sales Orders • ECommerce Programs • tvecg92.p • tvecg92v.p • tvecg92e.p

  20. Post-Conversion …. • GTM Conversion? • Fixed Assets Conversion? • Implement New functionality? • Conversion Guide provides information on basic processing that needs to take place, depending on what will be implemented

  21. Frequently Asked Questions…… • Where is the prh_hist accounting data? • The new table pvo_mstr contains the Receiver Accounting information • How can I turn off GTM? • GTM is the tax module supported by EB2, as it encompasses all tax types, including an interface to Vertex. • When should I convert GTM? • If possible, GTM can be converted in the source version well before upgrading to EB2, making the upgrade easier. Else, GTM should be converted immediately post-conversion. • Where is the full list of target version programs? • The conversion shell will automatically run the required programs.

  22. Questions?

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