|
What is imported from AyaNova CE into 5 |
Top Previous Next |
|
The following identifies specifics about AyaNova CE data imported into the AyaNova 5 database that you should review before performing the CE import:
AyaNova CE 1.9.4.4 Users and Security Groups
Usernames and passwords AyaNova CE 1.9.4.4 users’ login names and passwords are not imported into AyaNova 5. The user accounts are imported, just not the login credentials.
Once the import is completed, when the administrator logs into AyaNova 5 to confirm the data, they will need to edit each user’s login name and password before a user can login.
Security groups As security groups in 1.9.4.4 are not necessarily the same features and rights in AyaNova 5, it is recommended after import to check the AyaNova 5 security groups and make changes as needed before allowing users to log in.
Active status AyaNova CE 1.9.4.4 users that are set as technicians and active are imported as inactive into AyaNova 5.
Once the import is completed, when the administrator logs into AyaNova 5 to confirm the data, the Administrator will need to set the schedulable users to Active again
If users in AyaNova CE no longer checked as “This user is a technician” Only AyaNova CE users that are check-marked “This user is a technician” will be imported into AyaNova 5 to display in historical workorders.
This is regardless if the AyaNova CE user is presently checked as Active or not.
If you have unchecked a user in AyaNova CE that was assigned to historical workorders, be sure to check-mark “This user is a technician” before importing into AyaNova 5, otherwise that user will not show in historical workorders.
AyaNova 1.9.4.4 Clients and Pending Clients Service Requests
Client’s remote access settings Client’s remote access settings are not imported into the initial AyaNova 5 release, as remote access for clients is not yet an implemented feature. You may wish to document this information for entry when the feature becomes available.
Pending client service requests Pending client service requests are not imported into the initial AyaNova 5 release, as remote access for clients is not yet an implemented feature. Convert any pending client service requests to service workorders before performing the import.
Client Address If the CE 1.9.4.4 field “Street Address (if different)” has less than 2 characters in it, the import will import the “Mailing Address” into both the Physical Address, and the Postal Address.
If the “Mailing Address” is empty, only the “Street Address (if different)” would be imported into the Physical Address in AyaNova 5
AyaNova CE 1.9.4.4 Parts
Vendor of the Part AyaNova CE 1.9.4.4 parts Vendor field will import into both Manufacturer field and into Wholesaler field as some AyaNova CE users used this for wholesalers, and some for the manufacturer of the part.
AyaNova CE 1.9.4.4 Vendors
Manufacturers/Suppliers A vendor in AyaNova CE 1.9.4.4 that is created within the Manufacturers/Suppliers group is imported as two vendors into AyaNova 5 – once with Vendor Type = Manufacturer selected, and as a second vendor with Vendor Type = Wholesaler selected.
Resellers/Competitors A vendor in AyaNova CE 1.9.4.4 that is created within the Resellers/Competitors group is imported with Vendor Type = Wholesaler selected
Subcontractors A vendor in AyaNova CE 1.9.4.4 that is created within the Subcontractors group is imported with Vendor Type = Third Party Repair selected
Couriers / Shippers A vendor in AyaNova CE 1.9.4.4 that is created within the Couriers / Shippers group is imported with Vendor Type = Shipper selected
AyaNova CE 1.9.4.4 Units
Identifier 1, Identifier 2 and Identifier 3 If text resides in the AyaNova CE Unit entry screen fields Identifier 1, Identifier 2 and Identifier 3, that text is imported into the first three custom fields for a Unit in AyaNova.
If custom fields are not displaying for the Unit entry screen in AyaNova 5, that does not mean there is no data for the custom fields – just that the administrator has not set up custom fields to show. Refer to the Administration section to display custom fields for entry screens.
Override Standard Model Warranty Terms If Override Standard Model Warranty Terms: has text in AyaNova CE 1.9.4.4 for a unit, when it is imported into AyaNova Unit entry screen, you will note that the field Override Length is set to 0 as no corresponding field in AyaNova CE 1.9.4.4
Latest Meter Reading Note that Latest Meter Reading for this User is not imported into an AyaNova 5 unit’s Meter Reading sub-screen. Nor is Unit Copy / Meter Count from an AyaNova CE workorder imported into an AyaNova 5 unit’s Meter Reading sub-screen.
Loaner CEImport will return an error if you attempt to import a unit that was previously set as a loaner that had been selected in an Loan Orders.
CEImport will return an error if you attempt to import a loan item that was a unit, and when previously set as a unit, was selected for service in any workorder.
AyaNova 1.9.4.4 “Loaner units” and Rental Orders
A Loaner unit in AyaNova CE 1.9.4.4 is imported into AyaNova 5 as two separate objects
In this way, you have the option of keeping both of these so you can continue to track loans as well as track service history maintenance on your own units.
Rental orders from AyaNova CE 19.4.4 are imported into AyaNova 5 as loan items in a single workorder for the client if:
Rental orders from AyaNova CE 1.9.4.4 that have the following are not imported into AyaNova 5 if:
If you wish Rental orders to be imported that presently have a non-database client selected, or do not have an actual unit or part selected – you must prior to importing edit the Rental orders so that an actual client is selected, and either a part or unit is selected.
As rental orders are imported into service workorders that are not present in AyaNova 1.9.4.4, service workorder with numbers after your last entered workorder in AyaNova 1.9.4.4 are “used up”. To still provide history, but to reduce the number of service workorder numbers used, all rental orders from AyaNova CE for the same client are imported into one service workorder.
CEImport will return an error if you attempt to import a unit that was previously set as a loaner that had been selected in an Loan Orders.
CEImport will return an error if you attempt to import a loan item that was a unit, and when previously set as a unit, was selected for service in any workorder.
AyaNova v1.9.4.4 Preventive Maintenance Items
AyaNova CE 1.9.4.4 meter based PM items are imported as AyaNova 5 PM items, but are set to In-Active so that the user can reset to a time interval. Information from meter reading fields such as “Service at Meter Count Of” are imported into the workorder item Summary field.
If a PM in AyaNova 1.9.4.4 had a “mixture” of Repeat Every that includes months, weeks and days – AyaNova v4will merge all together into days.
For example, if a PM in AyaNovav1.9.4.4 had a Repeat Every 1 month + 1 day, AyaNova 5 will import the PM and set the Generate Time Span to 31 days.
Do note that an AyaNova CE preventive maintenance order must have Automatic Workorder check-marked to be able to be imported into AyaNova 5
AyaNova CE 1.9.4.4 Tasks
Because of the very different database design and program code, tasks created in AyaNova CE are imported as individual task items in AyaNova 5.
You will still need to go and create Task Groups in AyaNova 5, and assign task items to these task groups as the CE Import will not create the Task Group – just the task items.
AyaNova CE 1.9.4.4 workorders
Extended Information The estimated rate and estimated hours from Extended Information in a standard format 1.9.4.4 workorder are not imported.
Creation date Creation date of standard format and quick format 1.9.4.4 workorders are imported into the Service Date field of AyaNova service workorders.
Close by Date Close by Date in AyaNova service workorders is based on the import date and time, and the Global Settings Workorder Stale Age (Minutes) setting of 10080 (equates to 7 days)
Parts Parts in standard format 1.9.4.4 workorders are imported into the Parts subgrid within a service workorder, but not set to Used in Service. Any text entered in CE Serial number(s): field is imported into Description field in AyaNova.
Miscellaneous parts Miscellaneous parts in 1.9.4.4 are imported into Expenses within an AyaNova service workorder. Quantity is not imported. Misc. item cost is not imported. The AyaNova 1.9.4.4 price is multiplied by the quantity and entered within the AyaNova 5 Total Cost column.
Scheduled Tech Numbers Scheduled Tech Numbers information is imported into Scheduled Users subgrid in all workorder items in an AyaNova service workorder.
See also: |