Converting US Taxes to GTM

QAD 2017 Enterprise Edition > Installation-Conversion > Conversion Guide > GTM Conversions > Converting US Taxes to GTM

This section describes the conversion from MFG/PRO US taxes to GTM. The USA to GTM conversion process translates United States tax data to GTM equivalents and updates existing eB2.1 and later records. USA to GTM Conversion Process summarizes the conversion workflow.

USA to GTM Conversion Process

The workflow has the following activities:

Implement GTM

Run a setup program to implement GTM for US tax processing.

Convert Master Records

Run a second program to populate database tables for customer and supplier addresses, items, product lines, and other master records with GTM data values.

Convert Transaction Records

Run a third program to populate transaction records. All transactions subject to tax are affected, including sales, purchasing, accounts payable, accounts receivable, and service/support management.

Note: After each of these activities, review the corresponding reports and audit trails. Mistakes can be pervasive and costly.

eB2.1 and Later Programs Used to Convert US Taxes to GTM lists the eB2.1 and later programs used during the conversion.

eB2.1 and Later Programs Used to Convert US Taxes to GTM


Activity	eB2.1 and Later and Programs
Implementing GTM	USA to GTM–Setup (2.13.22.5)
Converting master records	USA to GTM–Masters (2.13.22.6)
Converting transaction records	USA to GTM–Transactions (2.13.22.7)