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Is there a way to integrate external data to Project Accounting?
Thanks in advanced for any ideas or suggestions.
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Hi,
Is there a way to integrate external data to Project Accounting?
Thanks in advanced for any ideas or suggestions.
*This post is locked for comments
Hi,
I have migrated a number of systems and can tell you that each system required different level of effort. I am not aware of an off the shelf solution for migration. A lot of businesses do not wish/require the historical detail so a single cost category is used to sum the costs and record as 'Legacy'' in each of the five categories. I have used a combination of Table Import, SQL scripts and macros to successfully migrate data but, it is a complex undertaking if you are not familiar with the table structures and table relationships.
PA now utilizes the harmonized PO/PM interface and I have used the regular import of AP transactions to load the tables (with checklinks and reconcile).
I suggest that the entire new system be configured except for PA before you start (make sure the system is stable and operable), this will eliminate a lot of hassle. Sequence = load CC's, edit account numbers, load contract master (no overrides), load project (no overrides), load budgets, load periodics table. If you have account overrides, the procedure is altered somewhat and recursive updates can be run against the segment override tables and the budget, project contract, and account master tables.
Hope this helps... hoping you understand that each system is a little different and therefore each migration requires critical tweaking of the procedures and scripts.
Hi Hugh,
Thanks for the reply. Apologize for not being specific.
Anyway, i am aware that there are adaptors to import TS and EE with integration manager. I am interested to find out import solution available for other transactions type especially on PM (Purchase Materials) ie, Purchase Order, Shipment Receipt for Inventory and Non Inventory Item.
On top of transactions, i would also like to know if there is any import solution available for master records, especially on budget creation. Main purpose for this is for migrating opening data.
Thank you.
Hi,
What type of data are you looking at for import? TS, EE, ML, EL?
Hi,
I have successfully integrated budget information and other data using some SQL routines as part of the business process. One time data integrations are also completely possible.
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