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Copyright © 1996 Platinum Software Corporation. All Rights Reserved.
Platinum ia a registered trademark of Platinum Software Corporation.
All other trademarks contained herein are acknowledged.
3.0 to 4.0 CONVERSION PROCEDURES*
Pre-Installation Procedures for version 3.0
· Rename all the *.SAV and *.BLD files.
· Preserve customized Menus, Zooms, Notes and Help.
- Print screen all customizations.
- Re implement all customizations once conversion is completed.
· Compatibility Issues
- Xtrieve 4.0 and 4.1 are compatible with Platinum 4.0.
- Xtrieve 4.1 demands additional memory to run. Add /UA to the PLT.CFG
- From Platinum 2.0 or 3.0 to version 4.0, some files have been re-defined with respect to field offsets, new key indexes, etc. If you have used any third party products to change/enhance system you will need to review these changes.
· Prepare adequate hard-disk space prior to conversion.
- Access a \PLATINUM\CoKey subdirectory
- Type dir | sort/+15
- Verify that the number of bytes free is 2 1/2 times the size of the largest company file.
· Accounts Receivable
- Print and Post all processed invoices and credit memos.
- Run the period-end closing procedures, making sure that the last closed period corresponds with the last closed period in Inventory and there are not any future transactions.
- Generate the Aged Receivable report for all customers, sequenced by Customer Key.
- Print screen Maintenance parameters.
- Purging as much Line Item History as possible helps ensure a successful and rapid conversion.
· Accounts Payable
- Print and Post all processed vouchers and debit memos.
- Run the period-end closing procedures, making sure that the last closed period corresponds with the last closed period in Inventory and there are not any future transactions.
- Generate the Aged Payables report for all vendors, sequenced by Vendor Key.
- Print screen Maintenance parameters.
- Purging as much Line Item History as possible helps ensure a successful and rapid conversion.
· Purchase Order
- If you are posting to AP in the Indirect mode AND are updating Inventory, you must access AP and post all Vouchers that are flagged as originating in PO.
- To free additional disk space, purge as many fully received or canceled purchases as your company policy dictates.
- Generate Open Order report for all purchase orders.
- Print screen all Maintenance parameters.
· Order Entry
- To free additional disk space, purge as many fully shipped or canceled orders as your company policy dictates.
- Generate Order report for all work orders.
- Print screen all Maintenance parameters.
· Inventory
- If using the LIFO or FIFO costing method run the cost adjustment utility
- Run the period-end closing procedures. Close your Inventory to reflect the LAST transaction posted in the history file.
- Generate the Planning & Valuation report.
- Print screen Maintenance parameters
MAKE ENTIRE COMPANY BACKUP BEFORE INSTALLING/CONVERTING.
Installation, Import, and Conversion*
· Install System Manger and 4.0 Inventory ONLY to the same drive.
· Initialize all 4.0 Inventory files.
· Import defaults only.
· Complete Inventory set-up.
· Import Opening Balances and History Transactions(History Transactions are optional).*
· Review transactions and if satisfied post.
· Run a Valuation report to be compared to the report run in pre-4.0.
· Once satisfied, install all other modules.
· Convert data.*
* A more detailed explanation can be found in the Upgrade guide
2.0 to 4.0 CONVERSION PROCEDURES*
Pre-Installation Procedures for version 2.0
· Rename all the *.SAV and *.BLD files.
· Preserve customized Menus, Zooms, Notes and Help.
- Print screen all customizations.
- Re implement all customizations once conversion is completed.
· Compatibility Issues
- Xtrieve 4.0 and 4.1 are compatible with Platinum 4.0.
- Xtrieve 4.1 demands additional memory to run. Add /UA to the PLT.CFG
- From Platinum 2.0 or 3.0 to version 4.0, some files have been re-defined with respect to field offsets, new key indexes, etc. If you have used any third party products to change/enhance system you will need to review these changes.
· Prepare adequate hard-disk space prior to conversion.
- Access a \PLATINUM\CoKey subdirectory
- Type dir | sort/+15
- Verify that the number of bytes free is 2 1/2 times the size of the largest company file.
· Accounts Receivable
- Make a print screen of the Invoice Configuration file settings.
- Print and Post all processed invoices and credit memos.
- Run the period-end closing procedures, making sure that the last closed period corresponds with the last closed period in Inventory and there are not any future transactions.
- Generate the Aged Receivables report for all customers, sequenced by Customer Key.
- Print screen Maintenance parameters.
- Purging as much data as possible helps ensure a successful and rapid conversion.
· Accounts Payable
- Print and Post all processed vouchers and debit memos.
- Run the period-end closing procedures, making sure that the last closed period corresponds with the last closed period in Inventory and there are not any future transactions.
- Generate the Aged Payables report for all vendors, sequenced by Vendor Key.
- Print screen Maintenance parameters.
- Purging as much Line Item History as possible helps ensure a successful and rapid conversion.
· Purchase Order
- Process Line Item Changes.
- To free additional disk space, purge as many fully received or canceled purchases as your company policy dictates.
- Generate Open Order report for all purchase orders.
- Print screen all Maintenance parameters.
· Order Entry
- Process Line Item Changes.
- To free additional disk space, purge as many fully shipped or canceled orders as your company policy dictates.
- Generate Order report for all work orders.
- Print screen all Maintenance parameters.
· Inventory
- If using the LIFO or FIFO costing method run the cost adjustment utility
- Run the period-end closing procedures. Close your Inventory to reflect the LAST transaction posted in the history file.
- Generate the Planning & Valuation report.
- RE NOT RUNNING ANY 2.0 MODULES WITH 4.0.)
- Check Upgrade guide for files and subdirectories no longer needed.
MAKE ENTIRE COMPANY BACKUP BEFORE INSTALLING/CONVERTING.
***NOTE Item type W is no longer used in 4.0. DOS 6.0 no longer uses BACKUP.COM or RESTORE.COM. Advanced features are not supported on 4.0. See Upgrade guide for work around and more details.
Installation, Import, and Conversion*
· Install System Manger and 4.0 Inventory ONLY to the same drive.
· Initialize all 4.0 Inventory files.
· Import defaults only.
· Complete Inventory set-up.
· Import Opening Balances and History Transactions(History Transactions are optional).*
· Review transactions and if satisfied post.
· Run a Valuation report to be compared to the report run in pre-4.0.
· Once satisfied, install all other modules.
· Convert data.*
* A more detailed explanation can be found in the Upgrade guide
