Converting from version 3 of All Orders couldn't be simpler. In fact, if you're installing the new version over the top of version 3, the conversion happens automatically upon install.
If you happen to have a version 3 company file (.NCB) that you want to run in All Orders, just choose Open Company... from the File menu. Under the Files of type drop-down list, select All Orders V3 (*.NCB). Navigate to your version 3 file and then click Open.
The Conversion Wizard opens, which will complete the process of moving the information in your old data file to a brand new All Orders database file. Your old version 3 file won't be harmed. Click Next to get past the Welcome screen.
The next stage is essentially the same as creating a new All Orders file.
Most of your data will be imported to All Orders 4 without difficulty. However, please note the following exceptions and special circumstances
RFPs are not supported and will not be imported.
RMAs are no longer supported in All Orders. RMA is now handled through a Customer Return which is 'Unshipped'. You can quickly re-enter the RMAs by going to the underlying Ship Doc and clicking Return.
Work Orders no longer have Customer information.
For Work Orders that have been invoiced, a Ship Doc is created. For un-invoiced Work Orders, a Sales Order gets created. The old Work Order # can now be found in a memo field of the Ship Doc or Sales Order.
Work Orders no longer have multiple lines. As a result, separate Work Orders are created for each line of the old Work Order.
Lot / Serial # Entry Screen is no longer supported. Old lot entries have been converted to Qty Adjustments and marked as NC Only.
One-sided transfers are no longer supported. Old one-sided transfers have been converted to Qty Adjustments and marked as NC Only.
Overriding lot or serial # entries is not supported. Instead, a temporary ID number is inserted into the affected transactions.