ERP Migration Best Practices and Cutover Considerations

This guide outlines best practices and considerations for migrating to Cetec ERP, focusing on the management of open accounts payable (A/P), accounts receivable (A/R), sales orders, work orders, and inventory during the cutover process. It details the manual entry of open A/P invoices, emphasizing the need to adjust transaction mappings to maintain accurate account balances. The document also addresses the migration of customer invoices, highlighting the use of 'Bill-Only' invoices for A/R data transfer. Furthermore, it discusses the handling of open sales and work orders, recommending manual entry when order volumes are low. The guide stresses the importance of ceasing transactional activity in the legacy system and exporting trial balances prior to migration. It provides instructions for validating general ledger accounts and inventory levels post-migration, including the creation of non-PO receipts and the assignment of bin locations. The document serves as a comprehensive resource for organizations preparing for an ERP transition.