Conversion Considerations

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All User's and Password Attributes from users converting from Professional 7.0 will be valid and enabled.  Any new features added may be unlocked.  It is suggested that you review each user's password attributes prior to allowing access to the program.

 

The following ONLY applies to users converting from Design Manager Professional 6.0 or any of the Standard versions (SE6, DM2011, etc)

 

Conversion Considerations to be cognizant of prior to the Conversion process:

 

1.All user Passwords will convert from Professional.  However, besides the Administrator Password, all other Passwords will be Disabled.  Disabled is a setting available for Passwords in Professional that prevents a Password from being used to log into Design Manager without having to delete the Password.  The converted Passwords will be Disabled in order for the Administrator to review new Password Attributes available prior to granting other users access to the new software. When converting from SE6/DM2011 the only password that will convert is the Administrator password, all other passwords must be re-entered and have the rights set accordingly.

 

2.Professional 7.0 maintains a Checkbook and Credit Card Reconciliation History from which the Reconciliations can be reprinted or even deleted.  Only Reconciliations performed in Professional 7.0 will be listed.  No past Reconciliations from Professional 6.0 will initially be displayed. For SE6, the Checkbook Reconciliation History will convert but there will be no History for credit cards.

 

3.For Professional 6.0, the Cash Receipts on the Cash Receipts Window - Existing Tab are now grouped by Deposit Slip Number and Date with the distributions of the Receipt displayed in the new Payment Distribution Grid.  All converted Cash Receipts, however, will continue to be listed individually, not grouped in such a manner.

 

4.One of the most exciting features of Professional 7.0 is the Item Status system through which Items for Projects and Orders are assigned a color-coded Item Status depending on variety of order processing and accounting conditions for the Item.  Design Manager Professional 7.0 is configured with a predetermined set of Item Status Types that cover the major stages for an Item through the design process such as Awaiting Client Approval, Ordered, and Needs to be Invoiced.  Upon converting the Professional 6.0/SE6/DM2011 data, Design Manager will apply the new proper Item Status Type to each Item in the software depending on the current condition of the Item.  However, if upon installing Professional 7.0, the Item Status Types are manipulated to create a listing more conducive to the company's design process prior to converting, the Conversion will utilize the customized list.  For more information on the new Item Status Types, see Item Status Types and the Company Information Window - Item Status Tab.