Introduction

There may be cases when a provider needs to adjust a customer's balance after migration from OBAS. This article explains how to do that.

Supported configurations

Odin Automation 7.4 and later with Migration Manager installed.

Setting account balances after migration

To adjust account balances:

  1. Download this script to the management node by using adjust_balance.py.
  2. Run the script to generate an SQL command:

    python adjust_balance.py export-obas-account-balance
    
  3. Copy the resulting SQL command to the clipboard and run it in the console at the OBAS node. Save the output to a file. For example, let's call the file "balance.xml". Note that you can retrieve a list of accounts with positive balances by editing the SQL command: remove the trailing WHERE clause and "balance<0".
  4. Copy the "balance.xml" file to the management node.
  5. Run the script to generate the mapping of OBAS accounts' IDs to OA accounts' IDs. Save the output to a file. For example, let's call this file "new_balance.xml":

    python adjust_balance.py --source-system-id=1 --accounts=balance.xml map-obas-account-to-oa
    

    Note: The --source-system-id parameter is the ID of the source system as shown in Migration Manager.

  6. Edit new_balance.xml to set the desired balances for every account. The default value is 0.
  7. Run the script to set new balances for accounts:

    python adjust_balance.py --accounts=new_balance.xml set-oa-account-balance
    

    As a result, a credit (or debit) memo with the necessary amount will be added to each account.

  8. Run the script as follows to apply the created debit memos to credit memos. For each account in the file you specify, the last created debit memo will be applied to the last created credit memo.

    python adjust_balance.py --accounts=new_balance.xml apply-memos
    

Internal content