将项目相关数据迁移到Acumatica最佳实践提示和技巧

Migrating Project-related Data into Acumatica:Best Practices, Tips, and TricksHeidiDempsey,John Bonsall, Drew Reich, Iqra Harrison and Kathy Lewis2Agenda§Introduction§Historical Job Cost§Pro Forma Import§Commitments/Change Orders§Q & A3Presented byJohn BonsallERP Implementation Services Team LeadHeidi DempseySME Projects and Construction4Presented byAndrew ReichConstruction ConsultantIqra HarrisonAcumatica ConsultantKathy LewisCEOHistorical Job Cost – Andrew Reich6Historical Job Cost•Impact of Historical Job Cost on Migrated Projects into Acumatica•Required Acumatica Fields and Information•Processing of Job Cost Records into Acumatica Projects•Reviewing the Information within the ProjectPro Forma Import - Iqra HarrisonCommitments/Change Orders - Kathy Lewis9Migrating Commitments and Commitment Change OrdersCommitment Guidelines for Subcontracts and Purchase Orders:•Completed one project at a time•Upload or import of the cost budget for a project that includes the commitment tasks, cost