Sanka migration for orders inventory billing and accounting continuity
Plan a Sanka ERP migration with one target operating model for operations finance and reporting.
Sanka migration for orders, inventory, billing, and accounting continuity
Migrating into Sanka is not just a data move. If customers, SKUs, inventory states, invoices, and approvals are not aligned, operations and finance will drift after cutover. Sanka helps teams run ERP migration as a governed, validated program so the target system is usable from day one.
Standardize order, purchasing, and inventory states so teams share one operational record.
Align invoice triggers, AR visibility, and accounting handoffs so operational and financial status stay consistent.
Dry-run, reconcile, then cut over with clear owners and validation checkpoints.
What to align before moving into Sanka
- Customer master, item master, and location structure
- Open orders, purchase orders, invoices, and their statuses
- AR and payment expectations needed for collection workflows
- Approval rules, exception handling, and accounting/reporting definitions
| Migration layer | What can go wrong | What to standardize in Sanka |
|---|---|---|
| Master data | Inconsistent customers and SKUs | Definitions, ownership, validation |
| Status states | Broken handoffs | Explicit states and triggers |
| Billing + accounting | Revenue leakage or aging mismatch | Controlled invoices, AR, journal logic |
| Reporting | Numbers lose meaning | Consistent definitions and traceability |
[DRY RUN] Import sample items, customers, and open invoices
-> Validate required fields and statuses
-> Reconcile totals and aging
[OK] Cutover checklist complete
-> Execute migration and monitor exceptions
Build a governed operating record in Sanka
Migration is a chance to remove brittle handoffs and run daily operations and finance from the same definitions.
Define checks so migrated records are operationally usable on day one.
Rebuild the approval rules that protect spend and revenue from uncontrolled changes.
Keep an audit trail of what moved, what changed, and how totals were reconciled.
How to get started
- Define the target model: customers, items, locations, and required fields.
- Migrate + validate: run a dry-run with representative records and reconcile totals.
- Rebuild approvals: define exception rules for purchasing, billing, and write-offs.
- Cut over: freeze high-risk edits, migrate, then monitor and fix exceptions.
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