Perform the conversion any time in transaction processing. You do not have to close open transactions or post transactions to the general ledger beforehand. However, for a clearer division of reporting, consider converting at the beginning of a new financial period.

To prevent record contention conflicts, only run the conversion programs when no one else is using the system.

Determine the range of records to convert. Master records such as customers and items are converted first and then the transaction records. Records are converted in the order in which their selection options display on the conversion screen. Finally, transactions that are prerequisites for other transactions are converted first. For example, purchase order receipts are converted before their respective vouchers.

The conversion programs select records by number rather than the creation date or effective date. To convert records for a specific date range, specify the first record number for the starting date and/or the last record number for the ending date.

The conversion programs do not cross-check the record selected for conversion. For example, for accounts payable, they do not verify that selected payment records are the ones associated with the selected voucher records.

Each conversion has default naming conventions for GTM tax classes, tax zones, and tax environments. Review the conventions and decide if they are what you want.

The objective of the conversion is to move your existing tax processing configuration into GTM. You must complete the conversion before you can incorporate new GTM features. There are two reasons for this requirement. First, your current configuration does not have the data to support these features. Second, some of the conversion subprograms expect to encounter specific data values. They do not run correctly when you prematurely change these values.

For some situations, custom programming is required. An example of such a situation is the need to merge two VAT class codes to one GTM tax class code without using GTM tax usage codes.