Hi,
A customer is asking to move some transactions from GP2015 to GP2018, they want to have some GP2015 transactions in GP2018 for a planning test during the migration, the users don´t have time to create test transactions in GP2018 and they ask for a process to help, Is there any tool? Any recommendation?
Thanks for help.
Julia Gallegos
Beat, Richard... thanks for your comments, they are very helpful.
Just to add to Beat's excellent comments, you can setup a workstation using SQL Express which is fee and do a complete upgrade. Your time will be better spent testing your integrations.This will give you a completely independent GP/SQL instance.
Hi Julia,
Thanks for the details..
What you're trying to achieve is just impossible.. it is going to take more time and efforts to try to export new transactions from GP 2015 to import them into your TEST GP 2018 than re-entering those transactions in the TEST environment.
Basically your GP 2018 will reflect the state of your GP 2015 data after the upgrade on Day X... but going forward, there is no way you can keep in sync the data between the 2 systems, as they are on a different GP version and there is no way you can get the two systems talk together.
Trust me by my long experience of having done upgrades by the ton, that this is not a realistic Testing scenario you're looking at... There is no shortcut you can take when it comes to testing the new GP version. Your users will have to reserve some of their time and enter transactions into the new system the same way they do it in the current production. The goal is not to see if both system are going to match to the cent after a week of testing, that is impossible, but to apply true & known accounting principles to make sure transactions posted in the new system provide the expected results.
You can run some Trial Balance reports between the 2 systems at a date prior to the upgrade (cut-off) to make sure the accounts have the same totals before and after upgrade. That's all you can do.
But, to your point, if most of your GP 2015 transactions are not manually keyed in, but done thru some sort of integrations already (by using eConnect or GP Web Services), then there is nothing that keeps you from replicating the same integrations in the new system in parallel... however, I doubt you'll be able to achieve 100% similarity as there are always transactions that occur for some reason by end-users in the system (like credit notes, returns, voided documents, etc) that might not be replicated exactly on the TEST system..
We will have the test upgrade in GP2018 R4 but... they will working in production with GP2015, they want to have a user test in GP2018 to check all the developments and they want to save time and take or copy some of the transactions captured in GP2015 and export them in GP2018.
With IM we can import transactions but we need to prepare templates, is there something more direct?
I would second Beat's suggestion. Simply perform a test upgrade and use that as their sandbox.
Hi Julia,
Microsoft used to have a set of tools called "Rapid Migration Tool" based mostly on Excel workbooks. The wizard would allow you to 'pull' data from a legacy accounting system (including GP) and fill some Excel tabs to then feed them into a new GP company.
Unfortunately this RMT is no long provided and with Customer source mostly gone now, you can only go back to older versions of that tool (which might still work, as I have used it not long ago for another client, though they were on GP 2010).
What bugs me is the word "Move" some transactions.. why would you move transactions out of one system to push them into another one ?
If the purpose is to TEST a new GP release, why not simply go thru the process of TEST upgrading GP from 2015 to 2018?
This is pretty straightforward usually between those 2 versions.
Another option I could see if you can pull some data from 2015 thru SmartList or Excel reports, then arrange them to bring back into 2018 thru Integration Manager (as long as they have a license for it).
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (