Things to consider when converting from a Distributed setup to online live operations.

This sheet is a guide and by no means a guarantee that this is all the items to consider.  Each customer needs to check any transactions not finalized to be sure they understand what will be part of the final conversion.

These steps may also need to be adjusted or changed to match your specific needs.

1. Hold Orders on the remotes need to be deleted before the final download and then recreated if necessary. Run a Hold Order Report. Delete them to update QOH then recreate on the main server after converting to live.

2. All transactions on the remote machines that are in process (Point of Sale, Receiving, Purchasing, In Store Use, Component Use, etc…) need to be either cancelled or completed before doing the final download and going live.

3. Customer Not On File (NOF) Alternate Ship to’s created at Point Of Sale on the remote will be lost and therefore will have to be recreated manually when they are live on the main server.

4. There are functional differences between distributed and live also. For example, if the remote only gets sales history for their location in distributed then they will see all locations when they are live on the main server.

5. Use the following setting to only show hold orders for the port location. POS Defaults and Comments, Show Locs on Hold List (10.2.6.2 field 48).

6. Menu security should be seriously considered since all users are live on the main server now.

7. Consider Location passwords for reports by Location (10.3.2) Option <L>.