We have helped several customers in connecting their easyPurchase environment to another General Ledger system. Planning the migration with our professional services team is crucial in a seamless transition.
Converting easyPurchase to another supported General Ledger requires proper planning, coordination and communication between the customer, GL Partner and our services professionals.
Essentially, our procurement solution needs to be disconnected from the old GL system, reconfigured, reconnected to the new system and tested to ensure the interface is working properly. Here is a summary level list of items to consider:
- Are you using the same Vendor ID’s?
- Will your User ID’s need to be changed to accommodate the new system?
- Will the Account codes you currently use today, be the same or will new codes need to be loaded?
- You will need to clean out all approval and Purchase Order queues prior to going live with the new GL system
- We recommend that customers institute a moratorium during the cut over. This is usually 24-48 period to ensure the connection to the new ERP system is working properly.
A typical conversion project requires about 6-8 hours of ESM Professional services to complete.
If you need more information when planning your conversion, feel free to contact me at minman@eschoolmall.com
Filed under: Ask the Experts, best practice Tagged: | General Ledger conversion, General Ledger migration, Gl Conversion, GL Interface
