August 31 2021 conversion using file provided by Tim
Trux | Navusoft | |
|---|---|---|
Customers | 323 7 Trux customers had no records on CM04 table Validate that 7 customers don't have any sites in trucks | 316 Trucks accounts with no sites not imported |
Sites | 3453 | 3453 |
AR | pending final billing in Trux | pending final billing in Trux |
Services | client validation pending | 3527 |
Charge codes | client validation pending | 6429 rate <> 0 |
Total recurring revenue | client validation pending | 501,603.12 |
Routing | client validation pending | Routing converted |
Customers
7 customers have not sites on data file provided
select count(*) from [JLT_Aug_31_2021_CM03-Cust]
select count(*) from account where external_id_alpha is not null
Sites
All Sites imported
AR will be converted after final billing in Trux
Services
Service Notes
Notes from Trux CM05.CM05_NOT1 have been imported as service notes. JLT users will move to access notes as appropriate
Charge codes
Recurring revenue