Self Implementation
Self conversion is offered to those who choose to do the conversion and implementation of e-automate alone. The following is a list of what is offered in a self conversion package. There is no conversion support offered for this conversion level.
| Features Offered | |
| Conversion Guide | x |
| Data Import/Export Spreadsheet | x |
| STEPS Registration | x |
| Project Plan | |
| Conversion Data Analysis | |
| Primary Data | |
| Use Case Testing | |
| 30 Day Follow-Up | |
| Security Configuration | |
| Secondary Data | |
| Opening Balance Entries - AR, AP, IN, CB | |
| Logos and Check Support | |
| Unique Tables | |
| Beginning GL Balances | |
| Additional Product Setup and Configuration | |
| Conversion Process Analysis | |
| On-Site Visit | |
Conversion Guide - a comprehensive guide outlining how to setup e-automate. Setup the e-automate either from scratch of from a jumpstart database. A jumpstart database is provided with populated tables, such as, chart of accounts, inventory codes, sales codes, service codes. The guide discusses how to use the data import/export spreadsheet during the conversion.
Data Import/Export Spreadsheet - a spreadsheet that allows certain tables to be inserted into the system. The tables included in the spreadsheet are:
- Customers
- Vendors
- Makes
- Models
- Items
- Equipment records
- Contacts
- Open accounts receivable
- Open accounts payable
- Beginning inventory balances
