Migration does not mean copying all old tables to the new system. Deactivated customers, duplicate suppliers, and open orders in historical data may require different handling. The scope and queryability should be clearly preserved at the beginning of the project to avoid turning the new system into a collection of old problems.

How to arrange records and operations

First establish field mapping and coding comparison, and then select a small batch of data containing abnormal conditions to try to import. Record the reasons for each failure and have the business personnel confirm and correct them. Basic data, opening balances and outstanding documents are migrated in dependent order, and the freezing time point and incremental supplementary entry rules must be determined together.

The trial import data should include deactivated materials with balances, partial delivery orders, and businesses with attachments, rather than just selecting neat sample tables. The original row number, field and reason are returned to the failed row, so that the business personnel know where to modify. The officially migrated mapping rules need a fixed version to avoid testing using a set of rules and switching to temporary changes on the same day. The newly added data in the source system after freezing is included in the incremental list, and the ownership is confirmed one by one during the switch to prevent both parties from repeatedly recording the same business.

Specific scenarios that need to be checked

Acceptance checks the source summary with the new system summary, and randomly checks document relationships, attachments and permissions. You can’t just look at the number of successful imports. Keep the fallback plan before the official switch, and make it clear which system will register the business during the trial operation to avoid the two systems from forming valid documents at the same time.