Download SedonaOffice Implementation Guide

Implementation Guide
Data Files that may be Converted
File Name
Description
Required
BILLINFO
This file will contain the customer billing information.
Each row will be a new customer
Y
CUSTINFO
This file contains miscellaneous customer information.
There will be one row for each customer.
Y
SITEINFO
This file contains the site information for each customer.
There is a minimum of one site for each customer.
Y
SYSTEMINFO
This file contains the systems for each site.
Recommended
RECURRINGINFO
This file contains the recurring line information for each of
the customer’s systems.
Must convert
SYSTEMINFO to
create this file
EQUIPINFO
This file contains the equipment list for the customer
systems.
Must convert
SYSTEMINFO to
create this file
CONTACTINFO
This file contain the contacts for both customers and sites.
SERVICEINFO
This file contains service tickets for each system.
EFTINFO
This file contains customer bank and credit card
information for customers using automatic payments.
N
NOTESINFO
This file contains note information for the customer.
There may be multiple notes for each customer.
N
PARTSINFO
This file contains the basic inventory part information.
VENDORINFO
This file contains the vendor information for accounts
payable.
VENDORBILLS
This file contains vendor bills and credits with an open
balance.
INVOICEINFO
This file contains customer invoices, credit memos with an
open balance. This file also contains any unapplied cash
on a customer account.
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N
Must convert
SYSTEMINFO to
create this file
Must convert
VENDORINFO to
create this file
N
Must convert
VENDORINFO to
create this file
N
Last Revised: December 14, 2008