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. 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) 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) 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.