Data conversion information for Cornerstone: Vendor data
The data conversion process converts your data from Cornerstone to ezyVet. It is important that you know how vendor data is converted into ezyVet. For example, it is important that you know how the data conversion process the financial information of an invoice item of a vendor.
Data of vendor records
- The different settings that a practice manager can use to configure vendor information in Cornerstone
- If the data conversion process can convert the data of each setting
- Information about how ezyVet shows your organization's data after the data conversion process is complete
| Cornerstone data | Can convert | Notes |
|---|---|---|
| Vendors. | Yes | The data conversion process converts vendors. The ezyVet equivalent of a vendor is a product supplier. The data conversion process automatically makes a supplier contact record for each vendor record. The image that follows shows an example of configured supplier contact records for vendors: Note: The data conversion process automatically:
|
| Vendor ID's. | Yes | The data conversion process converts vendor ID's. After the data conversion process is complete, the Code box shows the vendor ID: Note: The data conversion process automatically adds a prefix to the code. |
| The name of the vendor record. | Yes | The data conversion process converts the name of the vendor. After the data conversion process is complete, the Business name box shows the name of the vendor: |
| Your organization's account number of the applicable vendor record. | Yes | The data conversion process converts your organization's account number of the applicable vendor. After the data conversion process is complete, the Supplier account details section of the Supplied tab shows your account number: |
| The vendor type of vendor records. | No | The data conversion process cannot convert the vendor type. But the data conversion process automatically selects the Supplier contact type: |
| The address of the vendor's website. | Yes | The data conversion process converts the address of the vendor's website. After the data conversion process is complete, the Website box of the General Information section shows the address of the vendor's website: |
| The vendor's address. | Yes | The data conversion process converts the addresses of vendors. After the data conversion process is complete, the Physical address section shows the vendor's address: |
| Phone numbers of vendor records. | Yes | The data conversion process converts the phone numbers of each vendor. After the data conversion process is complete, the Contact Methods section shows the phone numbers of the vendor: |
| Email addresses of vendor records. | Yes | The data conversion process converts the email address of vendor records. After the data conversion process is complete, the Contact Methods section shows the email addresses of the vendor: |
| Notes of vendor records. | Yes | The data conversion process converts notes of vendor records. After the data conversion process is complete, the Contact Notes box shows the notes of the vendor record: |
| Alerts of vendor records. | No | The data conversion cannot convert alerts of vendor records. ezyVet does not have an equivalent feature. |
Data of vendor information of an invoice item
- The different settings that a practice manager can use to configure vendor information of an invoice item in Cornerstone
- If the data conversion process can convert the data of each setting
- Information about how ezyVet shows your organization's Cornerstone data after the data conversion is complete
| Cornerstone data | Can convert | Notes |
|---|---|---|
| Invoice items of vendors. | Yes | The data conversion process converts invoice items of vendors. After the data conversion process is complete, the Product List section of the Supplied tab shows the invoice items of vendors. |
| Vendor item ID's. | Yes | The data conversion process converts vendor item ID's. After the data conversion process is complete, the Supplier Code box shows the vendor item ID: |
| The cost of the vendor's invoice items. | Yes | The data conversion process converts the cost of the vendor's invoice items. After the data conversion process is complete, the Per Outer box shows the cost of the product record: |
| The unit of measurement of the invoice item (for example, a bottle). | Yes | The data conversion process converts the unit of measurement of the invoice item. After the data conversion process is complete, the Units/Outer column shows the unit of measurement of the product: |
| The quantity of units of each invoice item (for example, the quantity of pills per bottle). | Yes | The data conversion process converts the quantity of units of each invoice item. After the data conversion process is complete, the Units/Outer box shows the quantity of units: |
| The primary vendor of each invoice item. | Yes | The data conversion process converts the primary vendor of each invoice item. After the data conversion process is complete, the Suppliers section shows a checkbox adjacent to the suppliers of each product record. The data conversion process automatically selects the primary product supplier: |
| Reorder information of invoice items. | Yes | The data conversion process converts the reorder information of invoice items. After the data conversion process is complete, the Inventory Thresholds section shows the value that ezyVet uses to calculate the necessary quantities for a related inventory order: Note: For more information, refer to How ezyVet uses inventory threshold settings to calculate inventory levels. |
| The lead time of invoice items. | No | The data conversion process cannot convert lead time information. ezyVet does not have an equivalent feature. |