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BBS.GreatPlains.Migration. The only migration tool for Dynamics GP that migrates data to the historical tables. • Select the database to migrate to. • Select the format you’re migrating from.
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BBS.GreatPlains.Migration The only migration tool for Dynamics GP that migrates data to the historical tables.
• Select the database to migrate to.• Select the format you’re migrating from.
• When changing Master IDs from your previous ERP to GP select the mapping file depicting 1:1 mapping.• Verify that your mapping is listed. The new values will replace the old values when migrating to GP.
• If migrating from an Excel file, select the file containing your company set up.• Select which tables you want to migrate.
• If migrating from an Excel file, select the file containing your accounts.• Select which character you’re using as a segment separator.• Tell the migration how many account segments and what the next Account Index value will be (Initially Defaulted).
• If migrating from an Excel file, select the Customer spreadsheet.• Based upon Customer Classes defined in the new GP company, select the Customer Class which will be used to default customer values.• Assign a default Address ID for your customer addresses.
• If migrating from an Excel file, select the Employee spreadsheet.• Based upon Employee Classes defined in the new GP company, select the Employee Class which will be used to default employee values.• Assign a default Address ID for your employee addresses.
• If migrating from an Excel file, select the IV Item spreadsheet.• Based upon IV Item Classes defined in the new GP company, select the IV Item Class which will be used to default IV item values.
• If migrating from an Excel file, select the Vendor spreadsheet.• Based upon Vendor Classes defined in the new GP company, select the Vendor Class which will be used to default vendor values.• Assign a default Address ID for your vendor addresses.
• If migrating from an Excel file, select your AP Transaction file.• Select the options that the migration process should handle.
• If migrating from an Excel file, select your AR Transaction file.• Select the options that the migration process should handle.
• If migrating from an Excel file, select your Sales Transaction file.• Select the options that the migration process should handle.
• If migrating from an Excel file, select your Payroll Transaction file.
• Validate the records you wish to migrate before migrating the data.• You may migrate everything at once or migrate data in steps.
• After validating the data you wish to migrate click the Migrate button.• Data issues will be displayed below the progress dialog during the validation and migration process.
Example: The user choose to migrate AP Transactions and Vendors in the same step. Because the vendors don’t exist in GP yet, the transactions display data issues.
