YonSuite Data Migration: Masters, Openings and Historical Vouchers
Migrate approved data through inventory, mapping, cleansing, rehearsal and reconciliation with evidence.
Learning objective
Complete a repeatable rehearsal whose counts, balances and relationships receive acceptance.
Roles
Business owners, finance, IT, consultants and audit
Prerequisites
- Counts, amounts and quantities reconcile.
- Rejects have owners and decisions.
- Migration repeats and rolls back within window.
Completion checks
- Counts, amounts and quantities reconcile.
- Rejects have owners and decisions.
- Migration repeats and rolls back within window.
Common errors
- Only one production run.
- Defaults hide gaps.
- Ledger-only reconciliation.
Thailand project note
Thailand requires multilingual data, THB, foreign currency, Asia/Bangkok time, segregation and retention; regulated tax, customs, BOI and statutory accounting need qualified Thai review.
Related modules
Steps
- 01
Classify go-live, query-only history and archive scope.
- 02
Freeze a source snapshot with time, conditions, checksum and owner.
- 03
Map fields, codes, units, currencies, dates, status and organisations.
- 04
Clean and deduplicate while retaining original, transformation, reject and ID mapping.
- 05
Load organisations, masters, openings, open transactions and approved history in order.
- 06
Reconcile counts, totals, ageing, stock, debit-credit and samples.
- 07
Run two full rehearsals, measure the window and approve rollback thresholds.
Implementation notes
- Counts, amounts and quantities reconcile.
- Rejects have owners and decisions.
References
- YonSuite 客户成功服务 ↗用友 · Accessed: 2026-08-21 · Applicable version: 公开迁移、巡检与上线后服务范围