Silver ConversionSilver conversion is the most basic conversion package offered at e-automate. This conversion is done remotely and does not include an onsite visit. The conversion process is typically 30-45 days from contract signing to first transaction date. It allows for a quick and simple setup of a database. The completed database will include the ability to process a sales order, a purchase order, a service call, and complete a contract bill. This is all dependent on the data that is provided for the conversion.
|Data Import/Export Spreadsheet||x|
|Conversion Data Analysis||x|
|Use Case Testing||x|
|30 Day Follow-Up||x|
|Opening Balance Entries - AR, AP, IN, CB|
|Logos and Check Support|
|Beginning GL Balances|
|Additional Product Setup and Configuration|
|Conversion Process Analysis|
Conversion Guide - a comprehensive guide outlining how to setup e-automate.
Data Import/Export Spreadsheet - a spreadsheet that allows certain tables to be inserted into the system. The tables included in the spreadsheet are:
- Equipment records
- Open accounts receivable
- Open accounts payable
- Beginning inventory balances
Project Plan - the project plan is an outline of the key dates of the conversion process to ensure the first transaction date is achieved. A silver conversion should plan on a 2-3 week conversion window from the time data is received until the first transaction date.
Conversion Data Analysis - before the conversion process begins, an experienced consultant will analyze the customer's accounting practices and chart of accounts to determine what changes can be done to ensure accurate accounting in e-automate. The customer should provide a chart of accounts, a list of codes and categories, and a list of contract types and contract billing rules they currently use.
Primary Data - the primary data is what is converted to ensure a smooth and accurate as possible transition from a customer's current system or systems to e-automate. With this data, the customer is able to process a sales order, a purchase order, a service call, and complete a contract bill. The primary data includes the following tables:
- Chart of accounts - the current list of active GL accounts
- Tax codes - the current tax codes and rates
- Warehouses - the current list of active warehouses. This may include technician's car stock.
- Vendors - the current list of active vendors
- Items - the current list of active items
- Makes - the current list of active makes
- Models - the current list of active models
- Customers - the current list of active customers
- Employees - the current list of active employees, includes salespersons and technicians
- Equipment records - the current list of active equipment records either on contract or not
- Contracts - the current list of active contracts. This includes the current meter reads and billing dates at the time of conversion
- Inventory codes and categories - this includes a list of predefined inventory categories and codes. This list is created during the conversion data analysis phase of the conversion process. These codes flow back to the item list.
- Bill codes - these are the bill codes determined during the conversion data analysis phase. A bill code determines what is or is not included when a customer is under contract
- Contract types - these are the contract types determined during the conversion data analysis phase. A contract type determines how a contract's revenue is distributed
- Service codes - this includes a list of predefined service codes. This list is created during the conversion data analysis phase of the conversion process. These codes flow back to the item list and the bill codes
- Sales codes - this includes a list of predefined inventory categories and codes. This list is created during the conversion data analysis phase of the conversion process. These codes flow back to the item list
- Bins - the current list of active bins
- Branches and departments - the list of branches and departments used by the customer
- Territories - the list of current territories. A default territory of "Unassigned" is created if the customer does not use territories for service
- Call types - the list of the different call types used for service
- Terms - the list of terms used for accounts receivable and accounts payable purposes
- Tools/Options - the global settings in e-automate. This is done prior to the e-automate database being provided to the customer
30 Day Follow-Up - after 30 days, the customer's consultant will follow-up to ensure the customer is progressing in e-automate. This will allow the consultant to determine if additional help is needed for the customer and to flush out any problems there may have been with the conversion.