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Do a check that the data conversion process correctly converted estimate records

The data conversion process converts your organization's estimates from your source PIMS to ezyVet. You must make sure that the data conversion process converted the estimates correctly. For example, it is important that the conversion process correctly converted each line item of an estimate.

Make sure that you have the equivalent estimate record open in your source PIMS.
To make sure that the data conversion process correctly converted estimates, do this procedure.
  1. Select Financial.
    The Financial tab
  2. Select Estimates.
    The Estimates setting
    ezyVet shows the estimate records of your site.
  3. Compare the total number of estimates of the left sidebar with the number of estimates of your source PIMS.
  4. Find and select an the applicable estimate record.
    ezyVet shows the settings of the estimate record.
  5. Compare the patient of the estimate with the patient of the equivalent estimate of your source PIMS.
    The patient of the estimate record
  6. Compare the client of the estimate with the client of the equivalent estimate of your source PIMS.
  7. Compare the date of the estimate with the date of the equivalent estimate of your source PIMS.
    The date of an estimate record
  8. Make sure that each line item of the estimate shows the correct product and the correct quantity of each product.
    Line items of an estimate record
  9. Compare the total amount of the estimate with the total amount of the equivalent estimate of your source PIMS.
    The total amount of an estimate record
You completed a check that the data conversion process correctly converted your organization's estimate records.