- Preliminary Requirements
- None
- 1-2 weeks before cutover
- Update to Latest version of i21 (needed?)
- After Last Billing of the Old Month and Before First Billing of New Month
- Notify iRely Ready to Run Host and Site update
- Check their Sites and their Hosts match the x-ref
- Update CF Network Tax X-Ref
- Setup Index Pricing for Local Transactions as needed
- You will not be able to setup pricing in the controller any longer
- You will not be able to do Transfer Cost + Markup any longer
How to Setup Price Index in Price Profile
- Daily Processing
- Update Index Pricing as needed
- Import First PT File
- Thoroughly Verify Transactions and Pricing
- Post Like Normal
Overview
Content Tools