System Implementation and Deployment Preparation

Steps Overview

1. Highix will install the application, license, configure the application and setup an empty database with some preset default vaules.
2. User to go through each of the items to setup the required data. Next to it is the link to the detail descriptions:
   1. Company Setup: System Setup#Company Setup:
   2. Other Setup: System Setup#Other Setup:
3. Preparation by Users. System Implementation and Deployment Preparation#System Implementation and Deployment
4. Backup the setup data once it is completed: System Setup#Backup and Restore

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.

Master Data Preparation and Migration

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.

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:

Highnix Data Migration and Initial Setup Guide.

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