System Implementation and Deployment Preparation: Difference between revisions

From HelpWiki Highnix
Jump to navigation Jump to search
 
(8 intermediate revisions by the same user not shown)
Line 4: Line 4:
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.
# Highnix will install the application, apply the license, configure the system, and set up an empty database with some preset default values.
# The user should go through each item to set up the required data after the system is configured by Highnix (see the step above). A link to the detailed description is provided beside each item:
# The user should go through the steps as listed in the link below after the system is configured by Highnix (see the step above):
## [[Data Migration and Initial Setup#When A New Accounting System Is Setup, How Do I Start To Use the System and How To Transfer My Account Balance From My Old System To The New One?]]
## [[Data Migration and Initial Setup]]
# Once the setup data is complete, perform a backup: [[System Setup#Backup and Restore]]
# Once the setup data is complete, perform a backup: [[System Setup#Backup and Restore]]
# Proceed to the next step: [[System Implementation and Deployment Preparation#Master Data Preparation and Migration]]
# 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]]
# Perform another backup to save the data you have just updated.
# Setup the Default Account Codes and System General GL Setup: [[System Setup#Default Account Codes and System General GL Setup]]
# Perform the data migration per the steps below.
# 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]]
# Perform another backup to save the data you have just updated. [[System Setup#Backup and Restore]]
# 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:]]
# Perform another backup to save the data you have just updated. [[System Setup#Backup and Restore]]
# Once these are done, the system is ready to be used.
# Once these are done, the system is ready to be used.
== 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]]

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.
Retrieved from "https://help.highnix.com/helpwiki/index.php?title=System_Implementation_and_Deployment_Preparation&oldid=1243"