Ximple Solutions LLC

Sandbox

The "Sandbox" has been created for your company and will be used for Training purposes as well as for you to practice and experiment with different parameters without affecting the data in the LIVE Site.

Please provide the following:

G/L Chart of Accounts - Sales Tax Authorities - Warehouse Location Structure -
Profit & Loss Statement - AP Terms Listing - Sales Pricing Categories -
Balance Sheet - AR Terms Listing - Customer Pricing Groups/Tiers - TBD
     

You do not need to provide dollar values on the Financial documents.

  • Vendors
  • Vendors
  • Address/Phone/Email
  • Contacts - Addr/Phn/Email
  • Classifications
  • Discounts & Interests
  • Related Vendors
  • Vendor Customer Numbers
  • AP Terms List

LIVE System


Final Cutoff Dates for migrated data are shown below:

  • Vendors
  • Vendors - 
  • Open AP - TBD
  • Customers
  • Customers - 
  • Open AR - TBD
  • Products
  • Products - TBD
  • Stock Qtys & Locations  - TBD
  • Other
  • Sales Price Formulas - Copy from Sandbox
  • General Ledger Balances - TBD
  • Bank Account(s) Balances - TBD
  • Sales History - None
  • Legacy Customer Invoices - None
  • Legacy Purchase Orders - None