• 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