Database Conversion Change Summary
About This Course
Course Description
Virtual Environment Information
QAD Web Resources
Conversion Overview
Agenda
Essential Skills
Recommended Skills
Prerequisite Training
Upgrade Path to Enterprise Edition
Note
Typical Implementation Process
Typical Implementation Process 2
Conversion Benchmark Data
Benchmark Hardware
Benchmark Software
Conversion Assessments
Conversion Process Summary
QAD EE Upgrades
Pre-conversion
Pre-conversion Overview
Pre-conversion Steps
Prerequisites
Data Preparation
Conversion Preparation
Run Standard Reports
Pre-conversion Activities
Pre-conversion Activities 2
Pre-conversion Activities 3
Pre-conversion Activities 4
Table Extension Domain Utilities
Table Extension Domain Utilities 2
GL Transaction Consolidation
GL Transaction Consolidation 2
Archive/Delete Transaction Data
Global Tax Management Conversion
Employee Entity Utility
Employee Entity Utility 2
Employee Entity Utility 3
End User Contact Utility
End User Contact Utility 2
End User Contact Utility 3
Control Account Utility
Control Account Utility 2
Control Account Utility 3
GL Account/Project Utility
GL Account/Project Utility 2
GL Account/Project Utility 3
Orphaned Address Utility
Orphaned Address Utility 2
Orphaned Address Utility 3
Orphaned Address Utility 4
Credit Terms Utility
Credit Terms Utility 2
Credit Terms Utility 3
Credit Terms Utility 4
Data Preparation Report
Data Preparation Report 2
Data Preparation Report 3
Data Preparation Report 4
Country Code Utility
Country Code Utility 2
Country Code Utility 3
Tax ID Utility
Tax ID Utility 2
Tax ID Utility 3
Conversion Parameters Utility
Conversion Parameters Utility 2
Conversion Parameters Utility 3
Conversion Parameters Utility 4
Conversion Parameters Utility 5
Search & Replace Report/Utility
Search & Replace Report/Utility 2
Search & Replace Report/Utility 3
Search & Replace Report/Utility 4
Search & Replace Report/Utility 5
Search & Replace Report/Utility 6
Search & Replace Report/Utility 7
Search & Replace Report/Utility 8
Search & Replace Report/Utility 9
Search & Replace Report/Utility 10
GL Account Type Utility
GL Account Type Utility 2
GL Account Type Utility 3
GL Account Type Utility 4
GL Account Type Utility 5
GL Account Type Utility 6
Process Pending Transactions
Process Pending Transactions 2
Rerun GL Account Type Utility
Converted GL Account Definition Report
Converted GL Account Definition Report 2
Converted GL Account Definition Report 3
Rerun Pre-conversion Integrity Report
Rerun Pre-conversion Integrity Report 2
Rerun Pre-conversion Integrity Report 3
AP Transaction Integrity
AR Transaction Integrity
GL Transaction Integrity
GL Transaction Integrity 2
Rerun Data Preparation Report
Run Standard Period Closing Reports
Standard Period Closing Reports
Questions?
EE Conversion Exercise
Exercise: Pre-conversion
Conversion Execution
Conversion Execution Process
Conversion Execution Process 2
Conversion Execution Process 3
Conversion Execution Process 4
Conversion Execution Process 5
Conversion Execution Process 6
Conversion Execution Process 7
Convert QAD EE
Create Live Main Database
Create Live Main Database 2
Create Live Main Database 3
Generate R-code
Update UI Configuration
Convert QAD EE Database
Convert QAD EE Database 2
Conversion Execution
Conversion Execution 2
Snapshots
Making Snapshots
Making Snapshots 2
Making Snapshots 3
Conversion Validation
Conversion Validation 2
Troubleshooting
Troubleshooting 2
Troubleshooting 3
Troubleshooting 4
Troubleshooting 5
Troubleshooting 6
Troubleshooting 7
Troubleshooting 8
Troubleshooting 9
Troubleshooting 10
Questions?
EE Conversion Exercise
Exercise: Conversion Execution
Exercise: Conversion Execution 2
Post-conversion
Post-conversion Introduction
Post-conversion Steps
Post-conversion Steps 2
Post-conversion Steps 3
Post-conversion Utilities
Fixed Assets Migration Utility
Fixed Assets Migration Utility 2
Table Extension Domain Conversion - Part 2
Table Extension Domain Conversion - Part 2 (continued)
Sales Order Balance Update
Sales Order Balance Update 2
Document Credit Terms
Document Credit Terms 2
Post-conversion Data Validations
System Consistency Check
System Consistency Check 2
System Consistency Check 3
System Consistency Check 4
Financials Consistency Check
Financial Consistency Check 2
Financial Consistency Check 3
Financial Consistency Check 4
Post-conversion Integrity Check
Post-conversion Integrity Check 2
Post-conversion Integrity - Menu
Post-conversion - GL Integrity (Sum)
Post-conversion - GL Integrity (Detail)
Post-conversion - AR Integrity
Post-conversion AP Integrity
Operational Account Structure Validation
Operational Account Structure Validation 2
Operational Account Structure Validation 3
Operational Account Structure Validation 4
Reconciliation Reports
Reconciliation Reports 2
Reconciliation Reports 3
Reconciliation Reports 4
Reconciliation Reports 5
Post-conversion Reports
Process Flow & Static Data Validation
Process Flow & Static Data Validation 2
Process Flow & Static Data Validation 3
Process Flow & Static Data Validation 4
Post-conversion Set Up - Mandatory Data
Post-conversion Set Up - Mandatory Data 2
Post-conversion Set Up - Mandatory Data 3
Daybooks
Daybooks 2
Security
Security 2
Tax Periods
Tax Periods 2
Reporting Periods
Reporting Periods 2
Profiles
Profiles 2
Configure Daemons
Configure Daemons 2
Post-conversion Set Up - Non-mandatory Data
Post-conversion Set Up - Non-mandatory Data 2
Taxes
Taxes 2
Taxes 3
Supplementary Analysis Fields and Customer Credit Checking
Supplementary Analysis Fields and Customer Credit Checking 2
Customer/Supplier Payment Statuses and Control Accounts andAdditional Profiles
Customer/Supplier Payment Statuses and Control Accounts andAdditional Profiles 2
Questions?
EE Conversion Exercise
Exercise: Post-conversion
Upgrading QAD Enterprise Edition
Upgrading QAD EE
Upgrade Steps
Prepare Environment
Prepare Source Databases
Back Up Environment
Back Up Environment 2
Install and Configure Software
Install and Configure Software 2
Install and Configure Software 3
Install and Configure Software 4
Upgrade Set Up
Upgrade Set Up 2
Upgrade Set Up 3
Upgrade Set Up 4
Upgrade Set Up 5
Upgrade Set Up 6
Upgrade Set Up 7
Execute Upgrade
Upgrade Validation
Upgrade Validation 2
Questions?
EE Conversion Exercise
Exercise: Upgrade
Exercise: Upgrade 2
Exercise: Upgrade 3
Database Conversion Change Summary
EE Conversion Exercise