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Overview

Congratulations! You've made it through the initial training and are now preparing to go live. This section will help you with all the things that need to be in EPASS to make your transition as smooth as possible. You should still be practicing daily in the EPASS Play company, but these are the things that need to be done in the Live company so you're ready when it's time to make the switch.

The different tasks will be covered in the order that they should be completed. Not everything needs to be done in this exact order, but of course you need to have inventory in the system before you can create invoices and purchase orders, suppliers before you can enter beginning AP, etc.

Here are the main tasks involved in going live:

  1. Data Conversion
  2. Preparing System Maintenance
  3. Serial Inventory
  4. Item Inventory
  5. Open Sales Invoices
  6. Open Service Invoices
  7. Open Purchase Orders
  8. Beginning A/R
  9. Beginning A/P
  10. Beginning G/L

Not every company will have a data conversion, and not every company will use all modules of EPASS either. You need to focus on which areas of EPASS you will be using day one. Print off the Going Live Checklist to help you keep track of the tasks.