How To Start A New Company Without Transaction from Old Company
** Note:
i) Document Number WILL NOT RESET and will follow from old database
ii) New Database will retain the same STOCK, SUPPLIER, CUSTOMER, ACCOUNT CODE, PROMOTION, POS USER etc.
iii) Only TRANSACTION will be deleted
iv) Assume that the cut off date is as at 31/12/2019 and new database start on 1/1/2020
v) Assume the company name as per below:
a) Smart as current database
b) Smart 2020 as new database
c) Smart 2019 as new old database
vi) Below steps is minimize the changes in the POS connection to server database
vii) POS database will not be clear and continue to have previous record
viii) Please do go thru every steps before implement
Steps:
Before 31/12/2019
1) Backup the SMART using Dynamod Server Socket
2) Create new SMART 2020 using the Dynamod Server Socket
3) Restore SMART backup into SMART 2020 and login to verify the data is same as Current Database
4) Run Delete All Transaction for SMART 2020 (script name Dynamod Delete Training Transaction.sql)
5) Run Reindex Database script (script name Reindex Database.sql)
6) Verify all StockID, Supplier ID, Customer ID, Promotion, Pos User and Setting and Fast Selection Menu is same
On 31/12/2019 after outlet close at 10.00pm
1) Login to every POS and click upload sales
2) Ensure all pos sales is uploaded
3) Close the Dynamod Server Socket
4) Open SQL Server Management Studio
5) Backup SMART database
6) Right click at SMART and select Rename, change to SMART 2019
7) Right click at SMART 2020 and select Rename, change to SMART
8) Open the Dynamod Server Socket
9) Remove SMART 2020 company from Dynamod Server Socket
10) Add SMART 2019 company manually into Dynamod Server Socket
11) Login to all POS, perform download and test use every pos.
On 1/1/2020,
1) Login to SMART 2019
2) Go to Document Posting Status and ensure all pending document is posted
3) Go to the Stock Maintenance -> More -> Recalculate Stock Balance Qty
4) Go to Stock Take and tick Is Hold (this steps will make the Stock Take will not post into Stock Card Listing) -> Generate all Stock, untick Set New Balance to Zero when generate the stock list, and save. ** If have 3 locations, then need to generate 3x Stock Take
5) Run the script attached to move the Stock Balance from SMART 2019 to SMART
** In the script, need to rename the FROM DATABASE and TO DATABASE to your own database name
** Script name StockTakeToOpening.sql
6) User need to manual key in the Supplier Opening, Customer Opening, Account Opening, Maintain Prior Unclear Cheque
If you have any query, please do not hesitate to enquire before implementation and BACKUP of every database is important before executing anything.
Delete the Transaction Script is as per below:
Inventory Cycle
1) Stock Opening
2) Stock Take
3) Stock Assembly
4) Stock Transit
5) Stock Transfer
6) Stock Receive
7) Stock Issue
8) Stock Write Off
9) Stock Adjustment
Purchase Cycle
1) Purchase Request
2) Purchase Plan
3) Quotation Request
4) Purchase Order
5) Goods Receive Note
6) Goods Return Note
7) Invoice
8) Cash Purchase
9) Credit Note
10) Debit Note
11) Payment Voucher
12) Post Dated Cheque
13) Adjustment
14) Invoice Quick Entry
15) Supplier Statement
Sales Cycle
1) Quotation
2) Sales Order
3) Delivery Order
4) Delivery Return
5) Cash Sales
6) Cash Sales Deposit
7) Invoice
8) Credit Note
9) Debit Note
10) Receipt
11) Staff Meal
12) Packing List
13) Post Dated Cheque
14) Adjustment
15) Invoice Quick Entry
16) Customer Statement
17) Recalculate Customer Balance Transaction
Others
1) Cash Sales Validator
2) Member Point Adjustment
3) Member Point Redemption
4) Account Opening
5) Journal Entry
6) Bank Reconciliation
7) GST Malaysia/ Singapore Transaction
8) GST Malaysia Bad Debt Transaction
9) GST Malaysia Gift Rule Transaction
10) GST Singapore
11) SST Malaysia
12) POS Cash Count
13) POS Cash In/ Out
14) POS Time Attendance
15) Pos Voucher
16) Document Matching Transaction
17) Stock Balance Transaction
18) Member Point Transaction Recalculate
19) Document Posting Transaction
20) Audit Trail