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Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Sales History Migratio...
Microsoft Dynamics NAV (Archived)

Sales History Migration from another SW

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Posted on by Samer Baskhayroun 559

Hi 

we are implementing NAV2015 , our Old SW (Exolnet ) contains a lot of sales orders 

What is the Best practice in that situation  ?

Can we Use Rapidstart to import the Sales Line and Sales Header ?

How we deal with closed sales order which is order invoice and Shipped to the customer ?

is it better to keep the old sales order on the Old SW and begin from scratch in NAV and reports against old sales order ? 

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  • Verified answer
    azelaya59 Profile Picture
    azelaya59 2,807 on at
    RE: Sales History Migration from another SW

    Samer

    Here are My suggestions:

    1) Always keep the old SW with "Read-Only"access.

    2) Yes use RapidStart to import the Open Sales Headers and Open Sales Lines.

    3) Closed (Posted) Sales Orders should not be imported. If the user needs historical data, they can use the Old SW for viewing.

    4) Import open Sales Invoices

    5) Import open Purchase Orders

    6) Import open Purchase Invoices

    7) Import any valuation (GL, Inventory) via RapidStart as "Balance Forward". Open AR & AP will be handled when importing the open Purchase and Sales invoices.

    Basic "Cut-Over" procedures

  • Suggested answer
    Samer Baskhayroun Profile Picture
    Samer Baskhayroun 559 on at
    RE: Sales History Migration from another SW

    more than perfect

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