Data Migration - Autoview

Navigator are experienced in Data Migration from many systems and have notes, made by customers who have migrated from various systems on how to extract data from various systems.

Autoview is one such system. Notes on how to extract data from Autoview are below. These should be verified to be up to date and DMS provide no warranties onto accuracy on current versions of the system as they may change from time to time.

Parts


Stock list


Parts...  Administration... Reports... Valuation... Average cost... Tab tab accept

Save as partsstock.txt


Parts...  Management... Xtra slide... Reset.. Query...  In stock.fill 1:... Accept.. List


Save as partsbin.txt


         Parts...  Reports...  Price lists...  I tab tab tab   accept      save as partsbin1.txt


Customers

   

         

Marketing > Target Lists> CSV Export> Full veh Reg Extract

 Ensure "Include opt-out records" is ticked

SAVE AS CUSTOMERS.CSV



*** Note - this report needs running in each branch - the vehicles are in all files, but the customers are branch specific



Service history


This also needs runnning in each branch :-


Service... reports... Service history... By account code... Tab...  Tab... Tab... Tab.... Tab...   Tick detailed box...  Accept...


Save as servhist.txt

Sales ledger customers



Accounts..  Sales ledger...  Reports...  Customer list...   By account..  Tab tab...  Accept

Save as slcust.txt



Sales Ledger Transaction list

Accounts.. Sales ledger...  Reports...  Trans list current..  Tab. Tab... Accept

Save as sltrans.txt



Purchase ledger



Accounts.. Purchase ledger.. Reports...  Supplier list...  Tab.. Tab.. Accept

Save as plsupp.txt




PL Transactions



Accounts...  Purchase ledger...  Reports...  Current transactions...  Tab tab accept

Save as pltrans.txt

>>> Live Process