Conversion from IRP
An option called Convert is available
on the Utility menu. This option is
hidden, and can be accessed by scrolling the cursor out
the bottom of the menu. This option will access another
menu that lists all possible files that may be converted
from the IMS/ACTR/ACTP format to a format as
required by Shop Trac.
IMS/ACTR/ACTP data files should be converted in the
following order, where items marked with an * need to be
converted before the 'System Ready'
field in Setup | Defaults
is set to a 'Yes'.
 | All 'Parts Builder' history items are assigned
account A00000. |
| Any duplicate part numbers have a '-D' added and
will be noted in the 'Error Log'. |
| All invalid records will result in an entry to
the 'Error Log'. |
| All customers have assumed 'Charge' terms.
|
| Any outstanding Customer/Vendor orders are NOT
transferred. |
| Phone and fax numbers are assumed to be formatted
to include the area code as ###-###-####. |
| When converting parts be sure to complete the
'Obsolete ABC Code' field. If this field is left
blank, then all parts will have a value and cost
of zero! |
| The 'Core Parts Line' field MUST also be
completed when converting your core line. If this
field is NOT completed all core entries will
convert as duplicate part numbers and have a '-D'
appended to the part number. Shop Trac will NOT
be able to identify these as cores! |
| Conversion should be at the end of the month, and
BEFORE any transactions for the new month have
been processed in IMS/ACTR/ACTP. |
| The ACTR system allowed a balance forward type of
receivables. Shop Trac only supports an open
document system. If your ACTR system used a
balance forward type of system, then all
outstanding documents must be manually input into
Shop Trac. See the 'Getting Started' section of
the users manual for additional information. |
| Shop Trac expects phone/fax numbers to be in the
format ###-###-####. If your data does NOT meet
these formats the default area code as provided
to the conversion routine will be prefixed to
your existing phone/fax numbers. |
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