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John Cardinal
2021-10-16 18:43:36 +00:00
parent 7975fc5465
commit bab47964f3
2 changed files with 20 additions and 2 deletions
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13
docs/8.0/ayanova/docs/ay-biz-admin-import-v7.md
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@@ -122,6 +122,16 @@ Users are migrated directly with the following exceptions:
### Service bank
The service bank feature has not been ported to AyaNova 8 as it does not appear to be widely used and would need extensive re-working. We could be wrong about this and if the Service Bank feature is important to you please let us know and how you would like to see it implemented as a feature. If there is demand for it we can work it back into AyaNova 8 as a feature based on your feedback. No data is migrated from the v7 Service Bank to v8.
### Inventory
To ensure the inventory balances match, all parts are initially migrated to v8 with a billion in stock quantity. Then all inventory related objects are migrated such as Purchase Orders, Inventory adjustments and Service Work orders. Finally at the end of migration adjustements are made to the v8 inventory levels to bring the quantity on hand into balance with the v7 quantity on hand for each part.
#### Inventory adjustments
Inventory and Serial numbers work differently in v8; Inventory adjustments can not be migrated with their original entry dates as the new v8 inventory "blockchain" system does not allow entries out of order so they are migrated as Inventory Transactions in v8 and the description of the transaction is named in this pattern: `v7Adjustment {v7 inventory adjustment ID number} {v7 adjustment "reason" field} {v7 adjustment "Date Adjusted"}` For example "v7Adjustment 45 Store stock opening inventory adjustment on 2005-11-27 10:50:53 AM".
#### Serial numbers
Serial numbers also differ in v8 as they are now separated from inventory completely. All serials are migrated into the new v8 serial number system and can be viewed and verified on the Part list "Available serial numbers" column or from within a Part form by selecting the "Available serial numbers" menu item to open the edit form for editing Serial numbers for that part.
## What you need to do after migration
### View the migration log
@@ -131,7 +141,8 @@ This log may contain important instructions and indications of any objects that
Be sure to check this log carefully before proceeding and take any actions recommended.
### Check your data
Ensure that your data has migrated by comparing v7 to v8 objects in both interfaces.
Ensure that your data has migrated by comparing and confirming v7 to v8 objects in both AyaNova 7 and AyaNova 8.
You should keep a copy of AyaNova 7 available for some time after migration for reference purposes in case any questions arise.
### Setup users

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docs/8.0/ayanova/docs/ay-start-changes-from-v7.md
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@@ -108,9 +108,16 @@ Now nearly all fields and sections on the work order form can be removed or made
#### Custom fields / attachments / wiki
In v7 custom fields, attachments and wiki were supported only in the Work order Item part of the work order. We have now added those to the main Work order itself and the Work order item Unit record in addition to the work order item. So there are now three areas in a work order that support these features. Migrated data from v7 will go to the Work order item record the same as v7.
#### Inventory / serial numbers
#### Inventory
##### Serial numbers
When a work order has a part added / removed or changed, inventory and serial numbers are updated immediately upon save. There is no longer a "Used in service" checkbox to affect inventory; inventory is now considered immediately affected upon save of a work order item part record. This resolves a number of issues that could arise in the past.
Serial numbers can be edited directly from the Part record and are not tied to inventory in v8.
##### Part inventory adjustments
In v7 a part inventory adjustment was a separate type of object from the actual inventory itself. In v8 inventory is adjusted by making an inventory transaction entry directly into the inventory "blockchain". In v8 serial numbers are updated via the Part object, *not* the inventory adjustment / transaction as in v7.
#### Work order Items
The work order items now have a "Sequence" field and can be re-ordered as desired so that they are listed in the UI and print on work orders in a specific order. If no order is chosen it defaults to the v7 system of newer items appended to the bottom of the list.