JobBOSS to E2 Migration Checklist (Free)

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11 critical items still open - these are the highest-risk gaps.

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1. Decide and scope

Document why you are leaving JobBOSS (support, cost, reporting, features) and what success looks likeCRITICALConfirm the license, module and user count you need in E2 and get the quote in writingName one internal project owner with time set aside each weekCRITICALCheck the current JobBOSS version, database type and whether you have an active support planAgree the cutover window with the shop calendar, avoiding quarter end and peak shipping weeksList integrations to keep: accounting, EDI, CAD, shop floor data collection, shipping

2. Clean and extract data

Export customers, contacts and ship-to addresses and remove duplicates and dead accountsCRITICALExport vendors with terms, tax status and approved supplier flagsExport the item or part master with units of measure, revision and costing methodCRITICALExport bills of material and routings, and spot check twenty active parts against the floorExport work centers, labor rates and overhead ratesArchive closed jobs older than your retention need instead of converting themBack up the full JobBOSS database before any export and store a copy offlineCRITICAL

3. Open transactions

Freeze new job entry for a short, announced window and reconcile open jobsCRITICALDecide which open jobs are re-entered with remaining operations onlyCapture hours and material already posted to each open job so costing stays wholeConvert open purchase orders with received and remaining quantitiesCRITICALConvert open sales orders and quotes with promise datesRecord inventory on hand by location, lot and heat or serial where tracedDocument open AR and AP balances and tie them to the general ledgerCRITICAL

4. Test and train

Run a trial load into an E2 test database and compare record counts to the sourceCRITICALQuote, order, schedule, issue, receive, ship and invoice one test job end to endVerify the traveler, packing slip, invoice and certificate formats match what customers expectCheck that job costing and WIP numbers on converted jobs match JobBOSSTrain office users by role with their own data, not generic demo dataTrain supervisors and operators on shop floor data entry on the real terminals

5. Cutover and stabilize

Run a final data load after the last day of JobBOSS entry and freeze JobBOSS to read onlyCRITICALVerify inventory valuation, open AR, open AP and open PO totals on day oneCRITICALHold a daily 15 minute issue meeting for the first two weeksKeep JobBOSS available read only for at least one full year for history and auditsComplete the first month end close in E2 and compare it to the prior month methodCapture lessons learned and update written procedures

Tick items as you finish them. Every critical item must be done before you turn off the old system for data entry.

Get a data migration risk review

Optional: send us your object list and we will flag the items most likely to cause cutover problems.

Optional. The tool and every export work without this. No spam.

How to use this checklist

Treat each group as a phase gate. Do not start group three until the clean extract in group two has been reviewed by someone who knows the parts and customers. Critical items are the ones that, if skipped, usually cause a bad first month: no backup, unreconciled AR or AP, unverified open purchase orders, or a cutover with no read-only fallback. Export the list to Excel and assign an owner and a date to each line.

What actually moves and what should not

Master data moves: customers, vendors, parts, bills of material, routings, work centers and rates. Open transactions move selectively: open jobs, purchase orders, sales orders, inventory and open balances. Closed history usually should not. Converting years of closed jobs adds cost and noise, and you can keep the old database read only for reference. The same logic applies if you are going the other direction from E2 to JobBOSS, since both are job shop systems with similar structures.

Validation and reconciliation

Do not accept a load because it finished without errors. Compare record counts per table, inventory value against the general ledger, and open PO and AR totals against the old system. Pick twenty parts and walk each from quote through routing. Check that converted open jobs show hours and material already spent, otherwise job costing will look wrong for months.

Record counts per object, source versus target
Inventory quantity and value by location
Open AR and AP aging totals
Sample parts with full BOM and routing walk-through

Common mistakes

Shops underestimate cleanup, try to convert everything, skip training on the shop floor terminals, and cut over in the busiest week of the quarter. Another frequent miss is forgetting custom reports and forms: the traveler, packing slip and certificate that customers rely on. Rebuild and test those before go live, not after.

Frequently Asked Questions

How long does a JobBOSS to E2 migration take?

For a small shop with clean data, expect roughly two to four months from decision to cutover, mostly driven by data cleanup, testing and training. Shops with messy part masters or heavy customization take longer. Treat any vendor timeline as a plan, not a promise.

Should I convert closed job history?

Usually not. Convert master data and open transactions, and keep the old JobBOSS database read only for history, quoting reference and audits. Converting closed jobs adds cost and risk without helping daily operations.

Can I run both systems in parallel?

Short parallel testing on a few jobs is useful, but running both for live production doubles data entry and causes inventory drift. Pick a clean cutover date, freeze the old system, and keep it read only afterward.

Does this checklist work for other ERP switches?

Yes. The phases of scope, clean, open transactions, test and cutover apply to any job shop ERP change, including Global Shop Solutions, ProShop and Fulcrum. Adjust the item names to match your source and target systems.

If you want help extracting and validating data between systems, or loading history into a private searchable archive, we can discuss options. Many shops do the core move themselves with their vendor.

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