Data Migration Enhancements

5. Data Migration Enhancements

5.1 Currency Validation on Project Import

As part of this enhancement, the validation requirement for customer currency matching with project currency during project import has been removed. Previously, there was a validation that mandated customer currency and project currency to be the same. With this enhancement, projects can now be imported with different currencies even when the customer currency does not match the project currency.

5.2 Optimized Data Migration Code for Larger Project Records

In this release, the data migration code has been optimized to improve performance and allow for the import of a larger volume of project records. As a result, more than 200 projects can now be successfully imported using the optimized migration process.

5.3 New Fields Added on Actuals Details Page

Fields DM, DM invoice Id, DM journal Id are added on the Actuals view for DM and on the detail form so that users don’t have explicitly personalize to add these columns to view data.

Path: Project Operations > Sales > Transactions (section) > Actuals > DM History Transactions (view)