I have set up Axelor and done good amount of testing. Now I want to move it to production. Can someone advice me what all things I should do to move to production?
My question is mainly on the Accounts module. I have lots of test data on the system now. How should I remove them and start fresh with the actual company data? Which CSV file I can use to import to set the account initial values (e.g: credit and debit balances for each account)?
Any other point I should take care while moving to production from accounts perspective?
Thank you
Don’t all balances originate from Moves? Start from exporting the « Moves » and then make sure to import your chart of accounts first. You also might have other dependencies like fiscal periods associated and supplier/vendor for certain moves. If that’s the case you will need to add that all in before you import the « Moves ». Not sure how else I would do it. Since you don’t want to keep anything else aside from the balances. Just make sure you’re using the correct fields/sub fields when importing or else they will not import correctly.
Just change all the test data to what you actually want to start using. Once you get a template down, mass importing becomes easy and you understand the system. Plus you can reset your import if you mess up. Saves time on the front