Switching to RMS from another POS

Enter debit/credit adjustments on their account for their net balance.

There's no simple way to import any sort of history.

What we did was this: Generate statements in the old system, export the customer data, massage as necessary then import into RMS. Immediately close the billing cycle to generate statements in RMS. Mail both statements in the same envelope, along with a short letter explaining that future statements will be in the new (RMS) format.

Good luck, Tom

"Tom" wrote:

I know Jason's solution will bring in the balances accross BUT as these balances do not have a transaction attached to them you will end up with DEBIT and CREDITS that will forever age and never go away. PLEASE do not use the adjustment method [we have paid dearly in the past by doing this].

Instead create a non-inventory item and post either a debit or a credit amount to create a transaction. This way when you go to A/R later to make payment etc... yo uwill have a line item to apply the credit or debit against.

Afshin Alikhani - [ snipped-for-privacy@retailrealm.co.uk] CEO Retail Realm

I tested Jason?s suggestion and created a credit balance for a customer. Then re-created his layaway from the old system and applied this credit. The customers balance is now correct and applied to his layaway purchase. But are you saying this will cause me problems with the A/R down the road? If so instead of just making an adjustment do you mean for me to sell or return this non-inventory item (so it is attached to a line item) to generate the needed debits or credits for the customers, then apply them to whatever type transaction necessary? Basically doing the same thing, but this way associates the credit/debit to a line item.

Thanks,

Tom

"Afsh> I know Jason's solution will bring in the balances accross BUT as these