Re: Fwd: Migrating from another accounting system

[Brian Wolf <..hidden..>]

I've got a couple of merchants interested in using LedgerSMB.  They are currently using Quickbooks, and it is imperative that their data be loaded into LedgerSMB.  Two kinds of data: lists (eg, customers, vendors, products, addresses, etc.) and transactions (which customers owes us money?  what vendors do we owe?  revenues? expenses?  etc.)

Loading list data is straightforward.  But, I'm still not clear loading transaction data.  The merchant wants to be able to search for (and view a list of) products a customer has purchased (perhaps for marketing or to re-order a previously ordered product).  Should invoices (purchases and sales) be loaded into the invoice table?  How would you go about this task?  What tables would you populate with data?


Thanks.
Brian

Brian Wolf

Phone: 410.367.2958

Email: ..hidden..

• LedgerSMB Accounting Software Integrated with Amazon Marketplace
• Integrated Payment Solutions

On 08/26/2013 06:15 PM, Pongrácz István wrote:

 Hi Brian,

----------------eredeti üzenet-----------------
Feladó: "Brian Wolf" <..hidden..>
Címzett: "LedgerSMB Development List" <..hidden..>
Dátum: Mon, 26 Aug 2013 18:00:30 -0400
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Is there a way of adding historical data such as invoices (and invoice items) to LedgerSMB?

Would it be reasonable to simply add rows to AR and INVOICE tables?  Would that affect the company's financial data?
 

I think, if you add rows as you described, it will affect financial data and the ledger.

What if you migrate let's say, all the data from the past year?

Or create a special offer numbering and sales_offer which contain the real orders from the past year?

Offers do not effect on financial data and you can use numbering with HISTORY pre tag, like HISTORY_OLDINVOICENUMBER?

Cheers,

István