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Standard Report - Conversion Status

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Report Description

This report pulls information related to active clients in implementation and will be used by the conversion team and Project Managers to know the status of the project. It displays what items have been completed and what is remaining. This report is emailed to the individual PMs and conversion team every Tuesday at 7:00 a.m. Central time.

ConversionStatusReport.png

 

 

 

 

Parameters

Parameter Name

Options

Explanation

PM Name

Free-text (Example: Dana.Senn, Jerry.Olson, Joel.Lunde, etc.)

Project Manager

User Name of the Customer User having system name as “Implementor”

Filters the report per Project Manager

 

 

 

 

Report Fields

Field Name

Explanation

Customer Name

Displays the name of the customer

Customer Status

Displays the status of the customer

Project Manager

Displays the name of the Project Manager – the main person dealing with the implementation

User Name of the Customer User having system name as “Implementor”

Conversion Resource

Displays the name of the Conversion Resource – who did the conversion

User Name of the Customer User having system name as “CreditAnalyst”

Conversion Resource Support

Displays the name of the Conversion Resource Support – who gives support to the conversion resource

User Name of the Customer User having system name as “ConversionSupport”

Live Date

Displays the live conversion date

Customer Date having system name “EstimatedLiveDate”

If the Live Date is missing, then the label - Live Date is displayed in RED

Displays this date in RED, if this has been changed within last 7 days.

Adjusted times

Displays the count of how many times Dates has been changed since the Initial conversion date

Parallel Date

Displays the parallel conversion date

Customer Date having system name “EstimatedParallelDate”

If the Parallel Date is missing, then the label - Parallel Date is displayed in RED

Message

Displays the message with Action Type - Live Date Update

Files /DBs Used

Displays the value from the Customer Order Extra having system name “DBs/Filestobeconvertedfrom”

Filter Criteria

Displays the value from the Customer Order Extra having system name “FilterCriteria”

Section: Initial Conversion

Displays all the items that are in the value-list of Customer Order Extra having system name “Initial Conversion Phases”

[Customer >> Extra >> Category : Conversion >> Label : Initial Phases – Mark the ones that have been completed]

In the report only those items are checked which are marked in the above mentioned Customer – Extra section

If initial conversion date is passed the current date, then displays the ones that are unchecked in RED

If initial conversion date is missing, then the label Initial Conversion is displayed in RED

Section: Parallel Conversion

Displays all the items that are in the value-list of Customer Order Extra having system name “Parallel Conversion Phases”

[Customer >> Extra >> Category : Conversion >> Label : Parallel Phases – Mark the ones that have been completed]

In the report only those items are checked which are marked in the above mentioned Customer – Extra section

If parallel conversion date is passed the current date, then displays the ones that are unchecked in RED

If parallel conversion date is missing, then the label Parallel Conversion is displayed in RED

Section: Live Conversion

Displays all the items that are in the value-list of Customer Order Extra having system name “Live Conversion Phases”

[Customer >> Extra >> Category : Conversion >> Label : Live Phases – Mark the ones that have been completed]

In the report only those items are checked which are marked in the above mentioned Customer – Extra section

If live conversion date is passed the current date, then displays the ones that are unchecked in RED

If live conversion date is missing, then the label Live Conversion is displayed in RED

 

 

**This report pulls only those customers having status like “Active – Implementation”

 

**Section: Live Conversion’s items – Data Received, Database Study, Conversion Estimate, Show Stopper Mapping Sent, General Mapping Sent, Conversion, Show Stopper Mapping Received, General Mapping Received, Payroll Number Verified, AR Number Verified, Potential Issues Verified

 

**Section: Parallel Conversion’s items – Data Received, Show Stopper Mapping Sent, General Mapping Sent, Conversion, Show Stopper Mapping Received, General Mapping Received, Payroll Number Verified, AR Number Verified, Potential Issues Verified

 

**Section: Live Conversion’s items – Data Received, Show Stopper + General Mapping Sent, Conversion, Show Stopper + General Mapping Received, Payroll Number Verified, AR Number Verified, Potential Issues Verified

 


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