Transitioning Open POs from one ERP to another ERP

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Here are some things to consider: Is there a cut-off date for open POs or are all open POs going to move over to the new systems? Will open (unmatched) receivers also be moved over to the new system for the open POs? When AP vendors…

Get Business Class and Field Names for Landmark Applications

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When setting up Landmark queries for IPA or Spreadsheet Designer, it helps to know which business class and field you are working with.  You can get these values in any Landmark application form (web-based or in Rich Client) by typing ctrl+shift…

Transitioning Open Receipts from one ERP to another

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There are things to consider when transitioning your open receipts from one ERP to another: How old are the receipts before you will not move them to the new ERP? Are the POs still open for the open Receipts? Is there a new PO number…

Transitioning Open AR from one ERP system to another

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Things to consider: Do your addresses need to be cleaned up? Do you have duplicate customers that need to be consolidated? Do you currently have abbreviations in your addresses that you don’t need in your new system? OR – do…

SQL Server Copy Database Wizard

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An alternative to a SQL database backup & restore is to use the Copy Database Wizard in SQL Server. Right-click on the database, and select Copy. The source and destination can reside on different servers. You can opt to copy without…

Transitioning Open AP from one ERP to another

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Things to consider: Can you pay off all your existing AP prior to transitioning to a new system? This is preferred whenever possible and start your new ERP with fresh AP Consider the length of the address fields in your new…

BL vs. BR What are the major differences?

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BL vs. BR What are the major differences? As a summary, BR allows for different billing options that are not only item – Quantity times Price to invoice. BL allows for creating automatic recurring invoices by running a job that creates…

Custom Scripting in IPA

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Sometimes complex IPA flows can become cumbersome to maintain, or they can experience degraded performance for large record sets. One way to combat these issues is to create custom scripts within your flows to do the “heavy lifting” of the…

Landmark Security Access

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To maintain Landmark Security (classes and roles), in the Gen environment in Rich Client, go to Start > Configure > Security.  If you don’t see the Security or Configure, you will need to have your Security Administrator give you access…

IPA Dynamic Commands

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One way to control the “clutter” on your more complex IPA processes is to utilize the concept of “Dynamic Commands”.  Many times your flows will follow a pattern of reading some sort of data, validating/manipulating the data, then taking…
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