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Refresh or restart a production instance

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Posted on by B Dokter

Hello,

I have a customer who had used Business Central for 3 months and then went back to their old ERP for a while. They now hired us and want to start using it again. What is the best way to approach this? They are saying that they can run some reports to show their auditors and would be OK with blanking out the old data and starting from scratch. Part of the re-start is that they are also changing the chart of accounts. Is this possible to do?

Or should we recommend changing the chart of accounts and importing either the detail of the transactions or the batch totals they entered into the old ERP system since they stopped using BC?

Thanks in advance for your suggestions.

Brian Dokter

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Vinita_Kas 325 on at

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RE: Refresh or restart a production instance

HI

I suggest below approach

Ask them how they want to manage the financial data in the old system + Business central system or just the business central system

If they say we want to close everything we have done till the end of month in Old system and starting 1st June we would be using Business central

So then you would be carrying out below set of actions

1. Open balances for customer, Vendor and GL , Bank etc would be moved to the new BC system you could either have this posted for each invoice per customer or just a total amount which you could pass via GL entry

2. Ask them to close all sales, Purchase order in the previous system and whatever amount is left recreate those in the BC system example an order was placed for 20 Qty and 10 was shipped, Close that order in legacy system and create a new one with 10 Qty in BC system

3. For the change of COA you do need to know the old and new mapping and then apply those in the new system

Ideally the best way is to do a parallel entry in both systems till the month end or something and then move over to BC on a weekend which you decide as the cut off date

Hope that helps

Regards

Vinita
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JAngle 33,159 on at

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RE: Refresh or restart a production instance

Create a new company. Take fresh cuts of data for master records. If the CoA is likely to change you would need to arrange for mapping old to new for the opening balance transfer. Base setups can be copied over, providing they were set correctly in the first place