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Migration of Service Contracts

  • 7 March 2024
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Hi,

 

Have you anyone migrated service contracts with a new implementation? We need to migrate service contracts but we face an issue which is if we create a service contract for a past date, and when we run billing the system creates invoices from the starting date. 

Since the contracts have been billed in the past, we don't want to create past invoices in the system. Does anyone have any idea about skipping invoice creation for the past period for the service contracts migrated? 

Best Regards,

Dulanjana

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Best answer by DavidEichner 4 April 2024, 00:52

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DavidEichner
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Hi @dsenevirathne54 

We migrated service orders for a client that wanted 10 years of service order history along with all of the file attachments associated with each service order.  In order to avoid new invoices being generated (since those came over in the AR history migration), we brought the lines of the service order in with the Billable checkbox unmarked.

Hope this helps!

Best,

David

David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
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Hi @DavidEichner ,

Thank you for your feedback. It does work for service orders. But in service contracts, We have to enter the recurring billing under the services per period box which is the base for invoicing. Because it trying to create invoices.

We could go for a workaround, When we run billing it does create invoices but the issue is if those invoices are kept open. But if the migration mode is on for receivables and when we process run contract billing it creates invoices but gets closed automatically upon release which makes no ledger entries for receivables as well. 

Therefore we followed the above method and created invoices with closed state and no impact on GL and open invoices. 

Thank you,
Dulanjana

 

Chris Hackett
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Thank you for sharing your solution with the community @dsenevirathne54!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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