Converting ACCPAC Plus Sales Analysis data to UniDevCo Sales Analysis on a local machine

The following steps outline the process which will allow you to convert the ACCPAC Plus Sales Analysis data to UniDevCo Sales Analysis on a local machine.

1. Install and activate UniDevCo Sales Analysis on the clients live dataset. (No users should be logged into ACCPAC for steps 1~4,8 & 10)
2. Open UniDevCo Sales Analysis Setup Options and select all ACCPAC modules from which you will be retrieving data. (See SA manual or help)
3. Save the setup – This will create the indexes and data files in the live data set. DO NOT perform a retrieve into Sales Analysis at this time and no further processing in UniDevCo Sales Analysis should be done.
4. Copy all ACCPAC Advantage Series company data including the \UNI directory to the local machine
5. Copy the ACCPAC Plus Sales Analysis data onto the local machine.
6. Perform the ACCPAC Plus Sales Analysis to UniDevCo Sales Analysis conversion.
7. After the conversion, perform a data integrity check and address any issues reported.
8. Once the Sales Analysis data is clean, copy ONLY the \UNI directory back into the live dataset.
9. Before retrieving from the live ACCPAC modules, please refer to the Duplicate record document in Sales Analysis.
10. After checking for duplicate records and taking appropriate steps, you may now retrieve from your live ACCPAC data.

 

 

 

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