TRANXACT.AI Training

Legacy Migration

Bringing a company across from the system it is leaving — masters and open transactions through the application, closed history archived rather than re-posted.

12 steps · 10 questions · 10 screens on this shelf

The screens on this shelf

Workspace Migration Cockpit The cutover as a numbered plan, one step at a time: where in the old system each extract comes from — with the program or query to produce it — then upload, read the rejections, and load, post, archive or post the balances. 11 stepsOpen Workspace Migration Readiness Go-live readiness per business area — ERP, CRM, supply chain, manufacturing, HR, healthcare, student and staffing: records, data quality, exceptions, reconciliation and a status for everything each area has to bring across. 11 stepsOpen Records Source Systems The systems TRANXACT knows how to be migrated from, and how data gets out of each. 13 stepsOpen Records Migration Objects What comes across from each system, what it is called over there, and which of the three kinds of data it is. 14 stepsOpen Records Field Maps How a field becomes a field. The transform is where a SAP date, a German decimal or an X-means-blocked flag is dealt with. 13 stepsOpen View Migration Batches Every consignment of rows, with what became of each. 14 stepsOpen View Migration Runs Validate, load, archive and balance runs. A run cannot be deleted — it accounts for records that now exist. 13 stepsOpen View Migration Resets Every time a company’s cutover was started again, and what it took with it. Kept because the load runs a reset deletes were what accounted for records that now exist — so this is the only trace a wipe leaves. 12 stepsOpen View Archived History Closed documents from the old system, kept whole and addressable by their old number. Records, not transactions: nothing here has been posted. 13 stepsOpen View Opening Balances The one thing the old ledger puts into this one, as a single conversion entry on the cutover date. 12 stepsOpen

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