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DBS 2.3.4 to DBSi 5.0 Finance Conversion Menu Guide

available. Each type of Coda V4 element (levels 1 thru 4) can be submitted independently or as a group.

Store/Reporting Level can be submitted separately if not already an existing Coda V4 element. Only one

company code can be converted per job submission and there is an option to convert only active accounts or both

active and inactive accounts.

 Enter the CODA V4 company that is to have its data converted

 Convert Active G/L Accounts Only (Y/N): Enter “Y” or “N”.

 In the Select Element Conversion column, enter an “S” for each element level master you would like to

convert.

 Press F9 to submit job FNJN9600S. This job calls FNC9600

 Review the 2 reports that are written from the job:

o FNI96000010 - Summary Report.

o FNI96000020 - Grief Detail Report.

 Make any necessary changes and rerun the conversion job as necessary.

5.6 Customer Master Conversion:

The Customer conversion process allows for the submission of a batch job (FNJN9630S) to create Customer

and/or Child Customer Elements. Each execution of this conversion will re-extract recent customer data from DBS

and Coda V4 if any changes were made since the previous run. This conversion job can be run multiple times,

each subsequent run will only convert changes made to customers since the last run. Initial conversion will treat

all customers as adds to improve performance. Child customers will be created at the specified element level if

configured. Only one Coda V4 company can be used for each run.

The conversion process select customer records to convert based on the following criteria:

o Extracts only customer records from CIPNAME0 with an invoice type indicator of „0‟ or „2‟' (these are the

types that were sent to CODA in V4)

o The delete flag indicator is ignored (this allows for non-current customers that have transaction history to

still be converted for reference in CODA Financials V10 or higher)

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Coda V10 Manual do Utilizador Página 17