System Implementation and Deployment Preparation

Steps Overview

This guide will walk you through the key stages of implementing and deploying the Highnix ERP system. The process includes Master Data preparation, migration, and General Ledger (GL) setup. Following the outlined steps ensures a smooth transition from your existing system to Highnix ERP.

1. Highnix will install the application, apply the license, configure the system, and set up an empty database with some preset default values.
2. The user should go through each item to set up the required data after the system is configured. A link to the detailed description is provided beside each item:
   1. Company Setup: System Setup#Company Setup:
   2. Other Setup: System Setup#Other Setup:
3. Once the setup data is complete, perform a backup: System Setup#Backup and Restore
4. Proceed to the next step: System Implementation and Deployment Preparation#System Implementation and Deployment
5. Perform another backup to save the data you have just updated.
6. Perform the data migration per the steps below.

Master Data Preparation and Migration

Master Data Preparation

Highnix provides Excel templates to facilitate the migration of Master Data. Users must transfer their data from the existing system into these templates. Please note that Highnix does provide one time free data migration services. Additional migration services such as re-migrate due to data are chargeble.

Key Master Data includes:

• Customer Master List: Includes customer names, addresses, contact details, etc.
• Supplier Master List: Details of suppliers.
• Product Master List: Information on products and services.
• Product Inventory Quantity: Current stock levels for all products.
• Chart of Accounts List: Includes account grouping and classification:
  • Asset, Liability, Equity, Income, Expense, and Cost of Goods Sold (COGS).
  • Important: The Chart of Accounts must be entered into the system before configuring the System General GL Setup.

List of Open Sales and Supplier Invoices

A list of all open sales and supplier invoices must be prepared as part of the implementation. These should reflect any pending transactions at the time of data migration.

Balance Sheet Setup

The Balance Sheet setup should exclude any open sales or supplier invoices, and you will need to reverse the corresponding amounts in Liability and Asset accounts.

For detailed instructions, please refer to the following link:

Data Migration and Initial Setup#Transferring Open Balance and Open Invoices to Highnix ERP:

Default Account Codes and System General GL Setup

Please refer to this link for the setup: System Setup#Default Account Codes and System General GL Setup