We are moving to Netsuite. I was able to extract t...
# general
s
We are moving to Netsuite. I was able to extract the invoices from our current ERP. I will import the invoices into Netsuite. About the lines, can I simply import it to a 'dummy' items ?
m
Think it depends exactly on what you are doing. In many cases I have used a non inventory item configured to hit opening balance and it works fine.
k
you really do not want to. this is your accounting. Speak with your accounting team first
s
You are saying to bring the items ? If I understand well, we will have to bring the inventory, we will need to bring the shipments, etc... I can be all wrong ?
k
ideally you want to complete all activities like that before moving into NS (ship everything, pay your bills, etc.). Once you are in NS you start your usual activities on day 1, inventory and shipping including. I am not an inventory expert, so speak with those who know (in#C2SGFFVLG and/or #C2KBDGPGV channels) this is not a small task frankly so I suggest hiring someone who has done that before, someone with the reputation
m
Pushing back a little, "you really do not want to" is overly dramatic, though maybe my "depends exactly what you are doing" is under dramatic.
Using opening balance items is a totally legitimate way of brining in open AR, accounting approved, expert approved. It does depend what you are doing though, so yes make sure you are not doing anything in isolation.
Bringing in historical transactions and inventory movement increases the complexity a lot. In my experience accounting usually doesn't care so much about this, usually it is sales/purchasing/warehousing that care more.
Experts can be incredibly helpful and letting you know best practice, telling you the implications of the choices you want to make, giving you examples that other clients have done, etc. That being said, the worst mistakes I have had to clean up have been experts making decisions when they THOUGHT they understood your need. You really shouldn't do something just because an expert says "do it this way". Have a conversation make sure everyone is on the same page about the needs and the implications of the possible ways of doing things.
s
Thanks Mike. Exactly what I'm thinking
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