Migrate documents to Visma Net /visma-net-erp/help/customer-ledger/migrate-documents-to-visma-net section 2026-02-19T17:09:06+01:00 # Migrate documents to Visma Net Migrate documents to Visma Net /visma-net-erp/help/customer-ledger/migrate-documents-to-visma-net/migrate-documents-to-visma-net page If you need to move historical data to Visma Net, you can enter fully or partially settled documents into the system. 2026-02-19T17:09:06+01:00 # Migrate documents to Visma Net If you need to move historical data to Visma Net, you can enter fully or partially settled documents into the system. If you need to move historical data to Visma Net, you can enter fully or partially settled documents into the system. To load documents without affecting the General ledger, you have to first activate migration mode. You activate this mode in the Customer ledger workspace or in the Supplier ledger workspace (or both), depending on the documents to be migrated. ## Activating migration mode in the Customer ledger workspace To turn on migration mode in the Customer ledger workspace, you use the [Customer ledger preferences (AR101000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-ledger-preferences-ar101000/) window. In this window, in the **Posting settings** section of the **General settings** tab, you select the **Activate migration mode** check box; you then click **Save** in the window toolbar. You can select or clear this check box at any time. ## Activating migration mode in the Supplier ledger workspace To turn on migration mode in the Supplier ledger workspace, you use the [Supplier ledger preferences (AP101000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-ledger-preferences-ap101000/) window. In this window, in the **Posting settings** section of the **General settings** tab, you select the **Activate migration mode** check box; you then click **Save** on the form toolbar. You can select or clear this check box at any time. When entering a document to the system in migration mode, you need to specify the open balance of the document, its original amount, and the document date. When these documents are released, migrated documents update customer or supplier balances but do not update the General ledger.

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 About processing documents in migration mode /visma-net-erp/help/customer-ledger/migrate-documents-to-visma-net/about-processing-documents-in-migration-mode page Before you start the migration process in Visma Net, you need to prepare the list of all Customer ledger and Supplier ledger documents that you want to migrate to the system. 2026-02-19T17:09:06+01:00 # About processing documents in migration mode Before you start the migration process in Visma Net, you need to prepare the list of all Customer ledger and Supplier ledger documents that you want to migrate to the system. Before you start the migration process in Visma Net, you need to prepare the list of all Customer ledger and Supplier ledger documents that you want to migrate to the system. This list can contain all outstanding documents, including the closed ones (if needed). For each document, you need to specify its original amount, document date, currency, exchange rate, and balance open on the migration date. > [!NOTE] > The documents added when migration mode is activated do not update the General ledger. ## Types of Customer ledger and Supplier ledger documents that can be migrated The following types of Customer ledger documents can be entered in the migration mode: Invoice : , **Debit note**, and **Credit note**: You add these documents by using the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) window. Payment : , **Prepayment**, and **Customer refund**: You add these documents by using the [Customer payments (AR302000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/) window. Cash sale : and **Cash return**: You add these documents by using the [Cash sales (AR304000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/cash-sales-ar304000/) window. The following types of Supplier ledger documents can be entered in the migration mode: Invoice : , **Purchase credit note**, and **Credit adjustment**: You add these types of documents by using the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) window. Check : , **Prepayment**, and **Supplier refund**: You add these types of documents by using the [Supplier payments (AP302000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/supplier-payments-ap302000/) In migration mode, you add the needed documents with the **On hold** or **Balanced** status. These documents can be edited and released only when migration mode is activated. ## Entry of a document's open balance When you are adding an Customer ledger or Supplier ledger document, you specify the open balance of a migrated document on the document entry window as follows: + In the **Balance** field, which is available for editing in the [Sales invoices (AR301000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/sales-invoices-ar301000/) and [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) windows + In the **Available balance** field in the [Customer payments (AR302000)](/visma-net-erp/help/customer-ledger/customer-ledger-windows/customer-payments-ar302000/) window + In the **Unapplied balance** field in the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) window When you save a document, the system validates that the open balance does not exceed the document's original amount; if it does, the system displays an error. An open balance that you specify in a document in migration mode will be displayed in the **Migrated balance** field on the **Financial details** tab on the document entry window once you save a document. This field is available for migrated documents only. ## Release of migrated documents The release of migrated Customer ledger documents causes customer balances to be updated; similarly, the Supplier ledger documents update supplier balances. These released documents do not produce batches in the General ledger. Thus, on the **Financial details** tab of the corresponding document entry windows, instead of the link to the General ledger batch, the **Migrated** word will be displayed for a migrated document in the **Batch no.** field (note that the name of the field varies depending in the window). > [!NOTE] > Migrated documents cannot be edited and released when migration mode is deactivated, and regular documents cannot be edited and released when migration mode is activated.

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