Hello everybody -
we will be merging two companies, I have the tools smartconnect and
Integration Manager. Question: How do I move the open Invoices and Invoice
History to the new company?
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Utf
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10/11/2010 12:59:56 PM |
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This will not be an easy task to be done, personally I would import the
opening balances and keep the history on a separate database.
You cannot import invoices that dated in a closed your, however If the
historical invoices still in the current year, import all invoices into one
batch using Integration Manager each in its actual date and post them all,
you will need to fill in their corresponding payments (Cash Receipts) and
apply the payments to the invoices.
--
Regards,
--
Mohammad R. Daoud [MVP, MCT]
MCP, MCBMSP, MCTS, MCBMSS
Mob: +962 - 79 -999 65 85
mohdaoud@gmail.com
http://mohdaoud.blogspot.com/
"modonnel@knight.com" <michael@microsoftinstructor.com> wrote in message
news:E9DFD834-9C28-428A-8767-9087AF141A5E@microsoft.com...
> Hello everybody -
> we will be merging two companies, I have the tools smartconnect and
> Integration Manager. Question: How do I move the open Invoices and Invoice
> History to the new company?
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Reply
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Mohammad
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10/11/2010 4:16:44 PM
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Can I just use SmartList to pull the open invoices and export them to Excel?
and then Import them using Integration Manager.
"Mohammad R. Daoud" wrote:
> This will not be an easy task to be done, personally I would import the
> opening balances and keep the history on a separate database.
>
> You cannot import invoices that dated in a closed your, however If the
> historical invoices still in the current year, import all invoices into one
> batch using Integration Manager each in its actual date and post them all,
> you will need to fill in their corresponding payments (Cash Receipts) and
> apply the payments to the invoices.
> --
> Regards,
> --
> Mohammad R. Daoud [MVP, MCT]
> MCP, MCBMSP, MCTS, MCBMSS
> Mob: +962 - 79 -999 65 85
> mohdaoud@gmail.com
> http://mohdaoud.blogspot.com/
>
> "modonnel@knight.com" <michael@microsoftinstructor.com> wrote in message
> news:E9DFD834-9C28-428A-8767-9087AF141A5E@microsoft.com...
> > Hello everybody -
> > we will be merging two companies, I have the tools smartconnect and
> > Integration Manager. Question: How do I move the open Invoices and Invoice
> > History to the new company?
>
> .
>
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Reply
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Utf
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10/11/2010 6:12:38 PM
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