Getting Ready to Go Live with OneSource

21	Field Mapping--Open Purchase Orders This document explains each column in the @OSImport_PurchaseOrderHistory_Template.xls file . The @OSImport_PurchaseOrderHistory_Template.xls file is the file used by you (and your OneSource Data Conversion Manager) to properly map and identify each field…
22	Field Mapping--Sales History This document explains each column in the @OSImport_SalesHistory_Template.xls file . The @OSImport_SalesHistory_Template.xls file is the file used by you (and your OneSource Data Conversion Manager) to properly map and identify each field of data that you…
23	Field Mapping--Suppliers & Vendors This document explains each column in the @OSImport_SupplierList_Template.xls file . The @OSImport_SupplierList_Template.xls file is the file used by you (and your OneSource Data Conversion Manager) to properly map and identify each field of data that you…
24	Field Mapping-AR Aging Field Mapping Notes (for the OneSource Field Mapping Spreadsheet – AR Aging file) Field Mapping Spreadsheet Column Name OneSource Field type Field length or Numeric Range Sample value Default Value Additional Notes Invoice Number Text 20 ABC123 *** REQUIRED…
25	Field Mapping-Chart of Accounts Last Updated: 8-6-07 This document explains each column in the @OSImport_ChartOfAccounts_Template.xls file . The @OSImport_CustomerList_Template.xls file is the file used by you (and your OneSource Data Conversion Manager) to properly map and identify each…
26	General File Preparation Requirements: Your current data is a representation of countless hours of data entry over time. It is a given that your data is very important to the continued success of your business. Therefore properly preparing, exporting, importing, and auditing your data is crucial.…
27	How do I double check the accuracy of imported data How to double check the accuracy of your Customer and Prospect records. Compare the number of Customer and Prospect records in your old system to the number of records contained in OneSource. If there is a difference do you know why? Look for incorrect or…
28	How to create an initial Beginning Balance Journal Entry Note : This topic assumes that you have a current accounting system, (whether it be another software accounting system or a paper system), and that you are in the process of migrating your Chart of Accounts and General Ledger to OneSource in preparation to…
29	How to double check the accuracy of Customer and Prospect records before going live with OneSource Compare the number of Customer and Prospect records in your old system to the number of records contained in OneSource Look for obvious data entry errors: Open up a list of Customers and Prospects in datasheet view. (If necessary, remove the form filter to…
30	How to double check the accuracy of General Ledger Chart of Accounts and GL Settings before going live with OneSource To obtain help on this topic, please contact OneSource Software at (801) 748-4804. ID: A1078