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Financial cutover recommendations requested

Submitted by Guest on Mon, 31/12/2012 - 21:23
in

Can someone please advise me on what is the best strategy for doing a financial cutover from another system (RxWorks) to OpenVPMS.  Note that this is a full port of all possible data from the RxWorks system - some 10 years worth.  Note also that I cannot fix the cutover date in relation to the financial period, ie the system runs with a monthly cycle, but the cutover may need to done mid-month.

My current plan is as follows:

  1. balance the tills and do the bank deposits
  2. shut down RxWorks
  3. convert the data and load into the OpenVPMS database
  4. run genbalance -g
  5. use Reporting|Debtors to do an End Period with the statement date set to the last statement date used in the RxWorks system (eg the last day of the previous month)

Is the above strategy correct?

Regards, Tim 

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Re: Financial cutover recommendations requested

Submitted by bencharlton (not verified) on Fri, 04/01/2013 - 09:16.

I have never imported Financials....I dont think Tony does either.  

 

Brave new world...I would advise a test run beforehand and make sure all the customer balances match from Rxworks to Openvpms after your finished... 

 

Goodluck Tim

Re: Financial cutover recommendations requested

Submitted by tgething (not verified) on Sat, 05/01/2013 - 08:39.

Thanks Ben. Bit of a worry to be the pioneer.  I agree about matching - and I plan to run the two systems functionally in parallel for some time by running the conversion each night and then letting them play with OpenVPMS which will be uptodate with yesterday's work.

Regards, Tim G

Re: Financial cutover recommendations requested

Submitted by tony on Thu, 10/01/2013 - 08:43.

Hi Tim,

I do import financials for systems that have a financial data format that can be succesfully imported. Your strategy is correct.  :-)

Cheers Tony

Re: Financial cutover recommendations requested

Submitted by tgething (not verified) on Thu, 10/01/2013 - 10:18.

Tony - thanks for this. Good to know that I am not really a pioneer.  Good to know also that my plan is OK.  The balances in the OPV system match those in the RxWorks system so I think I have the finances converted correctly.

Regards, Tim G

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