System Implementation and Deployment Preparation: Difference between revisions

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== Steps of Implementation and Deployment ==
== Steps Overview ==
 
# Highix will install the application, license, configure the application and setup an empty database with some preset default vaules.
# User to each of the items to setup the required data.  Next to it is the link to the detail descriptions:
## Enter the company's information: [[System Setup#Company Details]]
## User Account: [[System Setup#User Accounts]]
## User Access Control: [[System Setup#User Access Control]]
##
 
== System Implementation and Deployment ==
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.
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.
 
# Highnix will install the application, apply the license, configure the system, and set up an empty database with some preset default values.
=== '''Master Data Preparation and Migration''' ===
# The user should go through the steps as listed in the link below after the system is configured by Highnix (see the step above):
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 data migration services of one time which is included in the fees paid for the implementation. Additional migration services such as re-migrate due to data are''' '''chargeble.'''
## [[Data Migration and Initial Setup]]
==== Key Master Data includes: ====
# Once the setup data is complete, perform a backup: [[System Setup#Backup and Restore]]
 
# Check if this step has been done: '''Chart of Account Setup''' as mentioned in the step above: [[Data Migration and Initial Setup]] and [[System Setup#Default Account Codes and System General GL Setup]]
::* '''Customer Master List''': Includes customer names, addresses, contact details, etc.
# Setup the Default Account Codes and System General GL Setup: [[System Setup#Default Account Codes and System General GL Setup]]
::* '''Supplier Master List''': Details of suppliers.
# Proceed to the next step to prepare the Master Data to be Transferred to the new system: [[Data Migration and Initial Setup#Master Data Preparation and Migration]]
::* '''Product Master List''': Information on products and services.
# Perform another backup to save the data you have just updated. [[System Setup#Backup and Restore]]
::* '''Product Inventory Quantity''': Current stock levels for all products.
# Next, perform the Transferring Open Balance and Open Invoices to Highnix ERP: [[Data Migration and Initial Setup#Transferring Open Balance and Open Invoices to Highnix ERP:]]
::* '''Chart of Accounts List''': Includes account grouping and classification:
# Perform another backup to save the data you have just updated. [[System Setup#Backup and Restore]]
::** Asset, Liability, Equity, Income, Expense, and Cost of Goods Sold (COGS).
# Once these are done, the system is ready to be used.
::** '''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|Highnix Data Migration and Initial Setup Guide]].
 
=== '''Default Account Codes and System General GL Setup''' ===
As part of the implementation, several default account codes must be set up in the '''System General GL Setup'''. Below are the key account categories and their configurations:
 
==== General GL Accounts: ====
 
* '''Retained Earnings''': Account for retaining profit from previous years.
* '''Profit/Loss Year''': Account for the current year’s profit or loss.
* '''Exchange Variance Account (Realized)''': Used to account for exchange rate differences.
* '''Bank Charges Account''': Tracks bank fees.
* '''Revaluation GL Account (Unrealized)''': Account for unrealized gains or losses from asset revaluation.
 
==== Customers and Sales: ====
 
* '''Default Credit Limit''': (Default set to $1,000).
* '''Accumulate Batch Shipping''': Option to accumulate multiple delivery shipping costs into a single invoice.
* '''Legal Text on Invoice''': Custom text that appears at the bottom of invoices.
* '''Shipping Charge Account''': GL account for shipping charges.
 
==== Customers and Sales Defaults (GL Account Codes): ====
 
* '''Receivable Account''': GL account for accounts receivable.
* '''Sales Account''': (Default is set to “Use Item Sales Accounts”). Follows the GL account set at the product item level.
* '''Sales Discount Account''': Account for discounts given to customers.
* '''Prompt Payment Discount Account''': GL account for discounts given to customers who pay early (optional).
* '''Quote Valid Days''': Default validity period for sales quotations.
* '''Delivery Required By''': Default delivery date for products (can be modified per Sales Order).
 
==== Dimension Defaults: ====
 
* '''Dimension Required By After''': Number of days before a Dimension expires.
 
==== Suppliers and Purchasing: ====
 
* '''Delivery Over-Receive Allowance''': Percentage tolerance for over-receiving delivered quantities.
* '''Invoice Over-Charge Allowance''': Percentage tolerance for processing an invoice if the variance is within limits.
 
==== Suppliers and Purchasing Defaults: ====
 
* '''Payable Account''': GL account for accounts payable.
* '''Purchase Discount Account''': Account for purchase discounts received.
* '''GRN Clearing Account''': Default setting is "No postings on GRN." If a GL posting for goods received is desired, select a GL account from the dropdown menu.
* '''Inventory Negative Inventory Allowed?''': If checked, the system allows shipment even when stock is unavailable, resulting in negative inventory.
** '''Important''': Once this setting is enabled, it cannot be changed after transactions begin. Be sure that negative inventory aligns with your business operations.
 
==== Item Defaults: ====
 
* '''Sales Account''': GL account for sales revenue.
* '''Inventory Account''': Account for inventory assets.
* '''C.O.G.S./Expense Account''': Cost of Goods Sold (COGS) or expense account.
* '''Inventory Adjustments Account''': Account for adjustments to inventory.
* '''Item Assembly Costs Account''': Related to manufacturing costs.
 
==== Manufacturing Defaults: ====
 
* '''Work Order Required By After''': (Default is 20 days). If the Manufacturing Module is not implemented, leave the setting as default.

Latest revision as of 13:27, 25 June 2025


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 the steps as listed in the link below after the system is configured by Highnix (see the step above):
    1. Data Migration and Initial Setup
  3. Once the setup data is complete, perform a backup: System Setup#Backup and Restore
  4. Check if this step has been done: Chart of Account Setup as mentioned in the step above: Data Migration and Initial Setup and System Setup#Default Account Codes and System General GL Setup
  5. Setup the Default Account Codes and System General GL Setup: System Setup#Default Account Codes and System General GL Setup
  6. Proceed to the next step to prepare the Master Data to be Transferred to the new system: Data Migration and Initial Setup#Master Data Preparation and Migration
  7. Perform another backup to save the data you have just updated. System Setup#Backup and Restore
  8. Next, perform the Transferring Open Balance and Open Invoices to Highnix ERP: Data Migration and Initial Setup#Transferring Open Balance and Open Invoices to Highnix ERP:
  9. Perform another backup to save the data you have just updated. System Setup#Backup and Restore
  10. Once these are done, the system is ready to be used.
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