Stu's Braindump

I have been asked why I tend to avoid running the Tidy Balances Conversion process, and the short answer is that 'I have never found a need to..'. The Tidy Balances process has been designed to accept an input file of Accounts and balance 'buckets' and will produce adjustments of a specific type to ensure that the account has aged balances of these values. This could be handy in situations where minimal transaction data is being converted into CC&B via the traditional Extract-transform-and-load means (ie. convert all source data into CC&B Adjustments and Financial Transactions and run the required Validation and Keygen processes), it does not fit well with my experience of bringing 2-5 years of history over (which seems to be a common requirement on CC&B projects) and needing to create an opening balance for the Service agreements which is essentially just a placeholder transaction which is no longer subject to any aging or collection processing . The ef...

The attached image provides an overview of how the CC&B Conversion process hangs together. Hopefully this proves useful to you in understanding the various components of the process. For in-depth detail of the Server-side conversion modules, check the CC&B online help.