RayMedi RE 6 TO RayMedi RPOS 7 - download.gofrugal...

RayMedi RE 6 TO RayMedi RPOS 7
Upgrade Guide
V.1
Wednesday, July 18, 2012
© 2004-2012 GoFrugal Technologies. All rights reserved. Page : 1 of 6

Contents
1. System requirements …...................................................................... 2
2. Preparing for upgrade …...................................................................... 2
3. Getting started ..........…...................................................................... 3
3.1. How to upgrade
3.2. Upgrade validations
3.3. Upgrade limitations
3.4. Ensure data upgrade is successful
4. What data of RE 6 get upgraded to RPOS 7 …......................................... 4
5. Quick reference for RE 6 users …............................................................ 5
6. FAQs …................................................................................................... 5
© 2004-2012 GoFrugal Technologies. All rights reserved. Page : 2 of 6

1. System requirements
M in im u m Re c o m m e n d e d H D D
O p e r a tin g S y s te m
Pr o c e s s o r
RA M
RA M S P A C E
I nte l C e le ro n
1 G B 1 G B 2 0 G B
W ind o w s X P S P 2
I nte l A to m 1 G B 1 G B 2 0 G B
A MD A th lo n a n d hig he r
1 G B 1 G B 2 0 G B
I nte l P e ntium I V a nd hig he r 1 G B 1 G B 2 0 G B
W ind o w s V ista S P 1, W ind o w s A7,
MD A th lo n a n d hig he r
1 G B 2 G B 4 0 G B
W indo w s 20 03, 20 08 I nte l P e ntium I V a nd hig he r 1 G B 2 G B 4 0 G B
2. Preparing for upgrade
Before you begin refer the below table and download compatible product version set for upgrade
Product Name
Product version
RayMedi RE 6 6029
RayMedi RPOS 7 RC 76
RayMedi Trac 5
RC 30.2 for both product
RayMedi NetTrade 4046
1. Take RE 6 & Trac 5 database backups and store in safe location.
2. Close RE 6 application, Trac 5 and all dependent applications running instances.
3. Install RPOS 7 Pharmacy vertical with respective edition equal to RE 6 running edition. For example if the RE
6 installed edition is RE 6 standard edition, while installing RPOS 7 user need to select standard edition only.
Note : upgrade can't be done if RE 6 and RPOS 7 editions installed were different.
4. Install RayMedi Trac 5 RC 30.2 service pack for RE 6 which is compatible for data upgrade.
5. Install RayMedi Trac 5 RC 30.2 service pack for RPOS 7 which is compatible for data upgrade.
6. Install NetTrade 4046 service pack which is compatible for data upgrade.
7. Take full backups of RPOS 7 and Trac 5 and NetTrade.
3. Getting started
3.1 How to upgrade
▪ Run RE6toRPOS7upgrade.exe
▪
Click on start button. System will start upgrading the data. You can see the progress on screen.
Note :
If you want to upgrade RE 6 NetTrade, copy the RE 6 NetTrade 4046 (or) above backup file into
folder under upgrade application path and Enable “With NetTrade data migration” option in
upgrade tool
3.2 Upgrade validations : Upgrade process rollback if any data issues found in RE 6 database for example
▪ Invalid expiry date format found in stock tables
▪ Primary key missing in stock tables but the reference foreign key records available in transaction tables.
▪ Customer / Supplier ledger code mismatches between RE 6 and Trac 5 records.
▪ Customer / Supplier ledger codes found lesser than ledger code 106.
▪ If any pending NT transactions.
3.3 Upgrade limitations
▪ System will upgrade only the current financial data.
▪ Print profiles designed using RE inbuilt print designer will not be upgraded. But profiles designed using
RayMedi Easy print tool will upgrade.
▪ Certain purchase formulas are not upgraded for example (VAT inclusive and VAT exclusive items in the
same invoice)
▪ Due to data type mismatches Customer inpatient numbers will not be upgraded to RPOS 7 – applicable
for hospital attached pharmacy vertical.
▪ Ledger Code between 110 and 116 of RE 6 will get new ledger codes after upgrading to RPOS 7.
3.4 Ensure data upgrade is successful.
Checklist.xls sheet is available in upgrade tool path, make sure all line items in the check list were
verified by the customer and sign-off before go live.
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4. What data of RE 6 get upgraded to RPOS 7 ?
Sno
Module Description Upgrade
1 Master Tax
2 Master Manufacturer
3 Master Generics
4 Master Distributor
5 Master Item
6 Master Distributor Vs Item master
7 Master Doctor
8 Master Customer
9 Master Customer type master
10 Master Customer Vs Item master
11 Transactions Purchase order
12 Transactions Receipt note
13 Transactions Receipt note return
14 Transactions Purchase Entry
15 Transactions Purchase return
16 Transactions Expiry Return
17 Transactions Quotation
18 Transactions Sales Order
19 Transactions Delivery note
20 Transactions Delivery note return
21 Transactions Sales
22 Transactions Sales Return
23 Transactions Customer Loyalty
24 Inventory Batch wise stock
25 Accounts Complete
26 Print profiles All above transaction print profiles
27 Set password Menu User privileges
28 Configurations All compatible business configurations
29 Configurations Menu short cut keys
30 Configurations RE 6 Button short cut keys to RPOS 7 function keys
31 Security Roles & user names along upgraded
Configurations set to Roles and users
32 Security Which includes menus, function keys etc.,
CIMS BOOK based Drug index inquiry
But RPOS 7 doesn't have this feature. It will be
33 CIMS Book addressed in RC-77 service pack
Note:
PCS team is requested to follow the checklist document and make sure all work items are signed-off by the
customer. Check list document is available in upgrade tool path.
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5. Quick reference for RE 6 users
S no
RE Re p o rt Na m e
RPO S7
Re po rt ID
RPO S7 Re p o rt Na m e
1 P urc ha se de t ails 15 P urc ha s e de t a ils
2 P urc ha se ret urn 196 P ro duc t w ise purc ha s e re t urn de t ail
3 Bill de t a il re po rt 183 S a les re gist e r summa ry
4 S a le s s ummary 782 T ra nsa c t io n t y pe w ise s a le s
5 S a le s ret urn 191 S a les re t urn produc t w ise de t a il
6 Da ily s ale s s umma ry 297 Da ily sa les summa ry
7 O pe ning s t oc k ma nufac t ure r w is e e xpiry re po514 rt O S manufa c t ure r w ise e xpiry report
8 S t oc k re port 37 Curre nt st oc k
9 It e m w ise e xpiry re port 39 Expiry st oc k
10 S a le s DN de t a ils 426 De liv e r Not e s umma ry
11 P urc ha se RN de t a ils 353 Rec e ipt No t e No. w ise summa ry
12 P O de t ails 202 P urc ha s e orde r da t e w ise
13 S O pe nding lis t (It e m w is e) 69 P ending sa le s orde r it e m w is e
6. FAQs
1. Can I stop and resume upgrade process ?
No! once the upgrade process is started you can't stop and resume it.
2. What to do if the system hang (or) power failure (or) system restarts during upgrade process ?
Restore RPOS 7 , Trac , NT backups taken in step 2.7 above. And then run the upgrade tool again.
3. What to do if data validation check fail and upgrade process terminate ?
Submit the RE 6 database and contact the migration team. They will analyze and give scripts to fix RE 6 data
related issues.
4. What to do if RE 6 and RPOS 7 checklist has mismatches post upgrade?
Submit the RE 6 and RPOS 7 database backups to Migration team and resume billing in RE 6. migration team will
analyze the root cause and releases necessary fixes.
5. What to do if system throw error messages during upgrade process ?
Submit the RE 6 database and contact the migration team. They will analyze and give scripts to fix RE 6 data
related issues. Also submit below log files that can be found in the upgrade tool running path.
1. Process_log.txt
2. Error_log.txt
3. Qry.txt
4. Master_dtl.xls
6. I am using RE 6 with NetTrade for B2B transaction EDI. Does this tool upgrade NetTrade
configurations too ?
Yes! Please refer step 3.1 above.
7. Does this tool upgrade all user security configurations ?
No! basically RE 6 and RPOS 7 menus and screen function key are different. So upgrade tool copy only Roles /
User names and existing passwords. POS Administrator has to assign rights to each role/user once again.
8. RE 6 and RPOS 7 function keys / shortcut keys are different ?
Yes! basically RPOS 7 has lot more features as compared with RE 6. But upgrade tool will reset billing screen basic
RPOS 7 function keys (Ex: Save, Edit, Print..) with RE 6 function keys to resume billing operations quickly.
9. How do I ensure upgrade was successful ?
Please refer the checklist.xls file that can be found in the upgrade tool path and record all your / customer
observations and take sign off from the customer/user before go live.
10. Can I resume my day to day business operations soon after the upgrade (or) do I need training ?
Yes! You can start billing with little and few minutes of training. Moreover you will get basic training from our
product consultant. Basically RPOS 7 has many new features and it's interface is advanced as compared to RE 6.
So, we recommend you to install RPOS 7 trail version and practice for couple of days before upgrading to RPOS 7.
11. Does RPOS 7 has all the features of RE 6 ?
RPOS 7 has all standard features of RE 6 and it has other great features and RPOS 7 team will make sure missing
features if any will be addressed in upcoming releases.
12. Can I able to modify existing transactions done in RE 6 ?
Yes! You can edit / view / print all transactions upgraded from RE 6
13. What about running bill number sequences ?
RPOS 7 will resume bill numbers in continuation to RE 6 bill numbers with same bill number prefixes.
14. Does RPOS 7 support CT bills ?
RPOS 7 inventory type feature can be used to manage CT bills.
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15. Can I take VAT related reports from RPOS 7 for past months transaction done in RE 6?
Yes! VAT reporter is common reporting tool for both the products. So, you get the same user experience and
same result.
16. Does this tool upgrade previous financial year(s) data too ?
No! Tool upgrade only current financial year data.
17. Will I get support for RE 6 data of old financial years that were not upgraded ?
There will not be any further service pack releases for RE 6. But yes! we provide service to reinstall RE 6 and
restore existing databases with commercial approval.
18. Post upgrade can I print invoice with old format (or) does it require new print profile design?
All print profiles designed using RayMedi Easy Print tool will be upgraded and no additional configurations
required. But print profiles designed using RE 6 in-built invoice print designer will not be upgraded and PC team
member need to redesign the print profile.
19. I am using RE 6 standard edition. But I would like to upgrade to RPOS 7 professional edition is it
possible ?
Yes! It's possible. But first you need to upgrade form RE 6 standard to RPOS 7 standard edition by paying
applicable upgrade license fee. Once this is done you can place another order to upgrade RPOS 7 edition from
standard to Professional.
20. I bought RE 6 premium support services, when I upgrade to RPOS 7 will I get RPOS 7 premium
support services?
Yes! But there could be a change in Premium Support account manager (PSAM).
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