Scope

The Documentation folder in the installation package contains an Excel file: Migration quick scope.xlsx. It is designed as guide to the definition of the migration scope.

The workbook presents six sheets which help you to sort the entities to migrate:

• Migration for general information such as version, modules, number of databases, etc.

• Companies to draw up the list of Companies to migrate or not with potential recodification.

• Banks to draw up the list of Banks to migrate or not with potential recodification.

• Branches to draw up the list of Branches to migrate or not with potential recodification.

• Bank Accounts to draw up the list of Bank Accounts to migrate or not with potential recodification.

• GL Accounts to draw up the list of GL Accounts to migrate or not with potential recodification.

If you want to migrate a whole type of entities, you do not need to complete the corresponding sheet.

You can list the entities that you want to migrate per sheet by entering Y in the Migrated column. You can also list the entities that you do not want to migrate per sheet by entering N in the Migrated column.

Column A contains the codes of Sage XRT Treasury entities.

Column B specifies the new code to assign to your entity if necessary.

Column C specifies the new description to assign to your entity if necessary.

Column D enables you to choose the migration (Y) or the non-migration (N).

Column E automatically generates the SQL recodification.