QAD Enterprise Edition ConversionChange Summary
Conversion Overview
Introduction
QAD Enterprise Edition Conversions
Conversion Path Diagram
Prerequisite Skills
Pre-conversion
Introduction
Pre-conversion Overview
Install Pre-Conversion Code
Conversions from eB2.1 or Later
Prepare Source Data
Table Extension Domain Utilities (eB2.1 and later only)
Archive/Delete Transaction Data (optional)
Global Tax Management Conversion (pre-eB)
Run Pre-conversion Utilities
Employee Entity Utility (uxempent.p)
End User Contact Utility (uxendupd.p)
Control Account Utility (uxctrl.p)
GL Account/Project Range Utility (uxglproj.p) if pre-eB
Orphaned Address Utility (uxaddrfix.p)
Credit Terms Utility (uxcrterms.p)
Data Preparation Report (gpdatarp.p)
Country Code Utility (uxctryup.p)
Tax ID Utility (uxtaxid.p)
Code Search and Replace Reports (eB2.1 and later only)
GL Account Type Utility (uxglacup.p)
Pre-conversion Integrity Report (gpinckrp.p)
Set Conversion Parameters
Conversion Parameters Utility (utfinpar.p)Conversion Parameters Utility (utfinpar.p)
Pre-conversion Completion
Converted GL Account Definitions Report (glacdfrp.p)
Process Pending Transactions
Close the Production Database to Users
Rerun Pre-conversion Integrity Report (gpinckrp.p)
Rerun GL Account Type Utility (uxglacup.p) in Update Mode
Run the Converted GL Account Definition Report (glacdfrp.p)
Standard Period Closing Reports
Rerun (Finalize) Data Preparation Report
Conversion Execution
Introduction
Prerequisites
Converting to Enterprise Edition
Back Up the Environment Databases
Preserve Custom System Data
Prepare Source Databases
Install Enterprise Edition
Conversion Prerequisites
Configure the Conversion
Optional Configuration
Execute the Conversion
Execute the Conversion Process
Validate the Conversion Execution
Load System Data
Enter License Codes
Conduct Conversion Execution Troubleshooting
Rerun the Conversion Execution
Post-conversion
Introduction
Post-conversion Utilities
Fixed Assets Migration Utility (32.25.2, facvmt.p)
Table Extension Domain Conversions – Part 2
Sales Order Balance Update (36.16.23.6, utcsob.p)
Document Credit Terms Update (36.25.83, uxdoccrterms.p)
Update Contract Revenue Account (11.5.13.25.5, utsarrv.p)
Data Validation
System Consistency Check (36.16.23.1, utsyscon.p)
Financials Consistency Check (36.16.23.2, utfincon.p)
Operational Account Structure Validation (36.9.20, uxacval.p)
Post Conversion Integrity Check (36.16.23.3, acinckrp.p)
Post-conversion Reconciliation Reports
Post-conversion Reports
Process Flow and Static Data Validation
Static Data Validation
Mandatory Post-conversion Set Up
Structured Reports
Invoice Status Codes (36.1.11)
Daybooks
Security
Tax Periods
Reporting Periods
Profiles
Configure Daemons
Optional Post-conversion Set Up
Accounting Layers
Cash Groups
Report Structures
Taxes
Supplementary Analysis Fields
Customer Credit Checking
Customer/Supplier Payment Statuses
Customer/Supplier Control Accounts
Additional Profiles
Chart of Account (COA) Mask
Upgrading QAD Enterprise Edition into a New Environment
Overview
Upgrading Enterprise Edition into a New Environment
Back Up Source Environment Databases
Install QAD Enterprise Edition
Restore the Source EE Databases
Configure the Upgrade (Optional)
Execute the Conversion Process
Complete the Upgrade
Migrate Process Map Changes
Migrate Financial Attachments
Update Custom Programs
Migrate Custom Programs
Migrate Custom System Data
Post-upgrade Configuration
Update the Patch Level
Upgrading an Existing QAD Enterprise Edition Environment
Overview
Upgrading QAD Enterprise Edition 2016 or Later
Installing with a Downloaded Zip File
Installing from DVD
Installing QAD Enterprise Edition
Execute the Conversion Process
Complete the Upgrade
GTM Conversions
GTM Conversions Summary
Pre-conversion Planning
Post-conversion Procedures
Converting VAT Taxes to GTM
Implementing GTM
Converting Master Records
Converting Transaction Records
Converting US Taxes to GTM
Implementing GTM
Converting Master Records
Converting Transaction Records
Converting to GTM From No Taxes
USA to GTM Setup
USA to GTM Masters
Converting Canadian Taxes to GTM
Implementing GTM
Converting Master Records
Converting Transaction Records
Running the Fixed Assets Migration Utility
Running the Fixed Assets Migration Utility
Options
Setting Migration Defaults
Mapping Legacy Data
Options
Conversion Methods
Converting Books
Converting Locations
Converting Classes
Migration Reporting
Converted Data
Overview
Layers
Business Relations
Shared Sets
Entities
Profiles
Accounts
Analysis Type and Analysis Limitations
COA Mask
Conversion Accounts
Project Status Codes
Project Groups
Security
Users
User Roles
Daybooks
Generalized Codes
Deleted Generalized Codes
New Generalized Codes
SAF Codes
Exchange Rates
Supplier Types
Purchase Types
Customer Types
Credit Terms
Credit Ratings
Invoice Status Codes
Payment Status Codes
Customer Payment Status Codes
Supplier Payment Status Codes
Supplier Bank Data
Payment Formats
Non-European Accounting
European Accounting
Consolidation
Voucher Detail Records
Pre-conversion
Conversion
Unconfirmed Supplier Vouchers
Conversion Troubleshooting
Introduction
Errors in Data Preparation Report
Conversion Errors in yab.log
Index Rebuild Errors
Errors in conversion.log
Invalid Characters in Database Field
Number of Characters in Database Field Exceeds Limit
Role Name Contains Unsupported Characters
Pay Format Directory Not Found
Progress Errors During Conversion Execution
Default Daybook Codes Not Found
Could Not Start Financial Session
Log Files
Introduction
Reviewing Log Files After Conversion
AIM Conversion
Introduction
Configuration to Enable AIM DB Conversion
Optional Configuration
Snapshots
Introduction
Pause the Conversion
Make a Snapshot
Restart the Conversion
Restore a Snapshot
Validate the Conversion Process (conversion-ee-upgrade)
Introduction
Validate the Upgrade Execution
Review Console Output – Build Successful
Review yab.log Output
Review conversion.log Output
Review QADDB Conversion Output
Rerun an EE Upgrade
Product Information Resources
QAD Enterprise Edition ConversionChange Summary
Product Information Resources
ConversionOverview
EEUpgrade
PauseBeforeExecuting