The simplified migration process includes the following steps:
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Preparation Configuration Workbook (Configuration Worksheet) with a list of tables (code lists and setup tabs)
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Settings - Simplified migration, as well as "large" migration, requires the setting of basic code lists (i.e. the system for migrating contracts must be set up)
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Testing the Setup – verification of the business process using the standard BC functionality (without the use of migrated data) should precede the migration
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Migrating Base Entities necessary for the operation of the system over migrated contracts using the following methods:
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Manual – users enter the necessary data in manual mode
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With the use of RapidStart functionality – using Configuration Packages
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Post-migration activities
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Batch Contract Recalculation
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Check after recalculation
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Batch Activation of Contracts
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Mark payments to be in the Posted status
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Import and post of opening balances of general ledger accounts and contract balances
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Simplified migration Covers the following functional units / areas of OneCore:
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Insurance with full use of the functions of this module
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Multi-Object Contracts
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Accruals of costs and revenues
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Commission
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Operative leasing with services
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Accounting in multiple accounting systems (local + IFRS, US GAAP)