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Contract, Invoice and Revenue conversion from legacy system. — Cloud Customer Connect
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Contract, Invoice and Revenue conversion from legacy system.

Accepted answer
edited Jun 28, 2021 6:09AM in Project Management 5 comments


We need convert agreements and Invoice and Revenue from Legacy system to Cloud PPM.


Hi Experts,

Need your guidance,

We are converting agreements, invoices and revenue from legacy system, what are the things we need to keep in mind before conversions,

  • Total summerized invoice and revenue will be converted.
  • Migration flag enabled at contract and event types.
  • Transaction type - disable transfer to GL, in order to avoid double accounting.
  • Revenue Transfer to GL, should be dummy account, after reconciliation, we can move to correct account.

Apart from above, is their any other things, we need to take care. If any document, please share.

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