Upgrading Purchasing and Inventory data:

1. Instruct all operators to exit Purchasing and Inventory until the upgrade files process is complete.
2. Log on to the server with these permissions:
• Network Administrator
• Timberline Accounting Unlimited (privileged operator)
• Purchasing or Inventory Administrator
3. Launch the Purchasing or Inventory application and click OK to the message "Your database was created using a previous version and needs to be upgraded. Please upgrade your data files before proceeding".
4. From the Upgrade Files screen, click Start.
5. After confirming the datafolder and location, click Yes.
6. Once the data has finished upgrading, it will bring up a message "Finished Data Migration. Please check the Upgrade Log to continue".
7. Click View Log and verify the upgrade finished properly and then click Close.

Upgrade the Reports menu:

1. Click OK to the message "PO/IV will now update your reports Menu. Do you wish to proceed with this"?
2. Once the reports menu has been updated it will start Special processing or launch directly into the application.

Special Processing:

1. Special processing should only start if this process has never ran before.
2. Special Processing will go through 7 segments of processing.
3. Once this process has completed you will see a message "Special Processing completed" click Ok.
4. Purchasing or Inventory should now automatically launch, validate the upgrade finished properly by touching data.

Notes:

• The upgrade process can be lengthy depending upon the size of the data. There also may be a pauses between the segments as one part finishes and the next part begins. Do not interrupt the upgrade process.
• For additional information on what occurs when you upgrade files, see the Purchasing or Inventory Help topic, About upgrading files.