Issue/Symptom/Question

For the upcoming go live, what information is needed to be brought over into PENTA for current year activity?

Applies To

PENTA for Windows

Data Conversion

Resolution/Fix/Answer

At a minimum, all of the cost and billing details for the current fiscal year will need to be loaded/entered into PENTA. The cost and billing detail makes up the work order cost and sales general ledger balances. Any work order that has current year cost or billings would need to be brought over. If having service history is important to have in PENTA for the go live, its recommended to bring over additional history, perhaps two or three years back.

If it is not important to have this detail in PENTA for the go live, especially as it relates to fully costed and billed work orders, there is the option to not bring the work orders over at all, and instead, have a balance in the work order cost clearing and sales clearing accounts. These accounts will ultimately close into retained earnings at the end of the fiscal year.