Converting ACCPAC Plus sales analysis data to UniDevCo
Sales Analysis
The following steps outline the process which will allow
you to convert the ACCPAC Plus sales analysis data to UniDevCo Sales Analysis.
-
Install and activate UniDevCo
SalesAnalysis on the clients live dataset. (No users should be logged into
ACCPAC for steps 1~4,8 & 10)
-
Open SalesAnalysis Setup Options
and select all ACCPAC modules from which you will be retrieving data. (See
SA manual or help)
-
Save the setup – This will
create the indexes and data files in the live data set. DO NOT perform a
retrieve into SA at this time and no further processing in UniDevCo Sales
Analysis should be done.
-
Open the ACCPAC Plus Conversion
icon. The warning message advises to ensure there is a good backup of your
data prior to proceeding.
-
Data can be converted from
either ACCPAC Plus Sales Analysis V6.1A or Softrak Sales Analysis V6.5A.
Select the path to the location of the DOS files and enter the filename
extension.
-
Proceed with the conversion.
It is recommended that once the DOS data has been
converted, a careful examination of the data is reviewed with the client.
Converted records may contain older data that is no longer as relevant and the
Consolidate or Clear Details functions may be used to reduce the size of the
file.
Conversion from DOS Sales Analysis populates the UniDevCo
Sales Analysis UXDETAIL table only. The Invoice History section of Sales
Analysis will contain historical invoice and credit note information from ACCPAC
Advantage data only.
-
Before retrieving from the live
ACCPAC modules, please refer to the Duplicate record document in Sales
Analysis.
-
After checking for duplicate
records and taking appropriate steps, you may now BACKUP Sales Analysis
data.
-
After saving the BACKUP, you may
retrieve from your live ACCPAC data.
For more information on converting Sales Analysis DOS
data, please contact UniDevCo technical support department.
