Overview
During the migration from ZWare to SmartWare, SmartWare will try to appropriately create work orders for the same task, parts and amounts that were listed in ZWare. In some cases, SmartWare is not able to account for all values that were originally entered in ZWare. When this happens, an adjustment record will be created on the work order once it is migrated to SmartWare to ensure the work order amount is the same in SmartWare as it was in ZWare.
Each adjustment made during the migration process will then be placed on an ‘Approved’ batch with a Batch Number of ‘Migration Adjustments’.
Where can you view the Migration Adjustments Batch?
Migration adjustment batches can be viewed by navigating to Accounting | Batches. From the Batches panel, select ‘Approved’ from the Batch Type drop down list. A list of approved batches will appear.
- If a migration adjustment batch was created it will appear under the Approved batch section with a Batch Number of “Migration Adjustments”
What type of items might be included in the Migration Adjustments Batch?
Below is a list of some of the items that you may see an adjustment entry for on the Migration Adjustments Batch:
- Handling Fees: Since SmartWare does not allow for recording handling fees, an adjustment payment will be made during the migration process to account for the Handling fee that was originally entered on the work order in Zware.