Strong delivery begins with clear business thinking. Use the following guidance to improve decisions before implementation.
Separate master data from transactions
Customers, vendors, items, accounts, dimensions, terms, and posting groups must be ready first.
Decide what should remain historical
Choose whether to migrate open transactions, balances, or detailed history.
Map documents and lines together
Ensure document numbers, references, dates, amounts, dimensions, and line details remain consistent.
Validate posting dependencies
Posting groups, number series, currencies, dimensions, locations, and accounts can block migration.
Reconcile before go-live
Compare record counts, totals, open balances, and control accounts.
Use technology to strengthen a well-understood process—not to hide an unclear one.Discuss Your Requirement