I upgraded a WO/MRP customer to 2020 with PM/IRP. First, these new modules have definite advantages over the old modules, but they work differently than what a customer has been used to. So it's important to get into the details of how they used WO and then translate to how PM needs to be set up and used. For example, don't use auto-issued materials when doing partial completions because the entire cost of issued materials are allocated to the partially completed quantities. Beyond that, there have been many, many, many bugs. The way that the troubleshooting process has worked is that I call Sage support and get James, Gail, or Cindy, all of whom took the Scanco training class that all of us took. They unsuccessfully attempt to troubleshoot, and then write up a case and send it to Karen McWhirter. Karen calls me back and we go into the problem in depth. If she doesn't know how to solve the issue, which has been most of the time because it's a bug, she messages Tonya at Scanco. Tonya replies with what to try or gets on the phone to go into the problem in-depth, and then writes it up and submits to development. Several bugs have been fixed quickly. Other things are considered less critical and are on the back-burner. For instance, the Work Ticket Inquiry screen is not the same as the Work Ticket Entry screen, read-only. You can't see the attachments that are on the work ticket from inquiry, plus a few other things. I spent a full month helping my customer to make the transition and still ran into a lot of things that I didn't know or realize going in. Price your PM implementation projects high!
------------------------------
Karen O'Lane
Accounting Systems, Inc. (ASI)
Fresno CA
803.252.6154 x242
559.577.4142
90 Minds Treasurer
------------------------------