Withdrawals Status Report helps you to identify the status of the cheques issued from a bank or a range of banks that you specify. Withdrawal Status Report (SAGE ERP) provides the details of the total amount withdrawn from bank.

To print the Withdrawals Status Report follow the steps mentioned below:

New Stuff : Steel Tubes Industries and Sage 300 ERP

1. Go to the Common Services —> Bank Services —-> Bank Transaction Reports —-> Withdrawals Status Report.

2.Specify the range of withdrawal dates, banks, and applications (sub ledgers AP or BK) for the transactions you want to include on the report.

3. Select a withdrawal status.

You can select any or all of the following withdrawal statuses:

• Not Posted

• Alignment

• Void

• Outstanding

• Non-negotiable

• Continuation

• Printed.

4. Click Print

You can find below is the screen shot of the output for Withdrawals Status Report in Sage ERP.

Information Printed in the report:

• Withdrawals are grouped and totaled by status in the functional currency of each bank.
• A summary by bank at the end of the report gives both functional and source totals for each currency.

With the help of this report you can easily see the status of withdrawals as well as this report is also helpful to maintain an audit record of all payments and other withdrawals.

Also Read:
1. Bank Transfer Entry In Sage 300 ERP
2. Accurate Bank Reconciliation
3. Bank Reconciliation Reports in Sage 300 ERP
4. Create Bank Entry from Reconciliation Screen
5. Working of Auto Bank Reconciliation in Sage 300 ERP

Sage 300 ERP provides Distribution Codes. This will be helpful to speed up data entry in Account receivable module

Let’s discuss how they’re used and how to set them up.

First we will see how we can create distribution codes and define it on AR customers

New Stuff: Withdrawals Status Report in Sage ERP

Step 1:-

To Define A/R Distribution codes, navigate to Account receivableà A/R Setupà Distribution Codes

For example, we can see in below screen shot where we have defined the distribution code “DESK” (Desk Sales) and set G/L account “1300(Inventory)”, “4030(Revenue)”,”5030(Cost of goods Sold)”for accounting effect. Here, we can also define discountable or not.

Step 2:-

Let’s see how to use this distribution code in AR Invoice entry.

For example, we can see in the below AR Invoice entry screen shot, where the user can select Dist. Code “DESK (Sales of desk) and system will automatically picked the GL account defined in Dist. codes. User doesn’t have to select the GL account at the time of AR Invoice entry.

It will help the user to speed up data entry and save lot of time.

Thus, by following the above mentioned steps user can easily define distribution codes master date and can use at AR Invoice entry level. Which provides help to speed up data entry.

Also Read:
1. How to Audit a Payable Clearing Account
2. Default Settings for Accounts Payable Payments in Sage 300 ERP
3. Recurring Payables in Accounts Payable module of Sage 300 ERP
4. General Ledger (GL) Accounts Distribution in Sage 300 ERP
5. Sage Accpac ERP Control Account Feature comes to rescue

We are all familiar with TDS procedure but when we deal with TDS e-return we should know the different types of forms and their uses.

In TDS for Sage 300 ERP, we are providing the below mentioned forms:

1. Form 26Q
2. Form 27Q
3. Form 16A
4. Form 17
5. Form 16 Covering letter

In our todays blog we will discuss about Form 26Q and Form 27Q.

Following are the forms to be used for filing annual/quarterly TDS/TCS returns.

Quarterly Return

Form 26Q:

Form 26Q is required to be submitted for TDS details on all payments other than salary on a quarterly basis by the deductor.

Form 26Q is applicable for TDS deducted under section 200(3) of the Income Tax Act for TDS under sections 193, 194, 194A, 194B, 194BB, 194C, 194D, 194EE, 194F, 194G, 194H, 194I and 194J.

Form 27Q:

Form 27Q is a Quarterly return for deduction of tax in respect of payments made to non-residents other than salary.
Quarterly statement of deduction of tax under sub-section(3) of section 200 of Income Tax Act, 1961 in respect of payments other than Salary made to non-residents

Just to summarize the Form26Q and Form27Q in the below table:

Followings are the updated section in our sage Tax deducted at source that apply in Form 26 and form 27 according to the Indian taxes.

In our next blog we will discuss about the form 16 and form 17.

Also read:

1. Configuring Greytrix TDS in Sage 300 ERP – I
2. Configuring Greytrix TDS in Sage 300 ERP – II
3. Configuring Greytrix TDS in Sage 300 ERP – III

GreyMatrix is a very powerful add-on for Sage 300 ERP which helps Apparel industries to manage their business in efficient manner. We all know apparel industry has lots of products like Shirts, T-Shirts, Paints, Sportswear, Jackets, Towels and much more; And all of these products come in a number of sizes and colors. So to maintain the transactions in Sage 300 ERP, we provide GreyMatrix add-on.

New Stuff: Why Use GreyMatrix

We are introducing a new transaction screen in GreyMatrix add-on, as Credit/Debit Note Entry.

We have provided “Matrix” button on Credit/Debit Note Entry screen of Order Entry module. Other things are same as other transaction which was discussed in our earlier blogs. User just needs to click on matrix button, and it will open the matrix form for the user to enter details for all the items.

User has to select the QTY to be credited against each item in the matrix as shown in the screen shot. Once it is saved, the user can post the credit note entry.

In this way user can also do the credit note entry in the GreyMatrix module using style items.

Also Read:

1. Allow Non Inventory Item Option in PO
2. Confirmation message in IC Transactions
3. Use as Default option on IC Kitting Items screen in Sage 300 ERP 2014
4. Allow Fractional Quantities in Purchase Order
5.Create GL Batch Option in Sage 300 ERP

Project costing is the process of analysis a projects or components of business activity in order to find out what all the elements cost. Costing is attaching specific cost to the proper variable in the activity and is not the same as calculating an estimate. Variable cost contained material, labour, equipment and expenses. An estimation is a projection of cost on the basis of available data.

Sage 300 ERP provides Projects and Job costing module for project management in construction industry and services industry where time and material are involved. We can track the estimation, cost, revenue and bill on micro as well macro level. With the PJC module we can analysis project wise costing. Following are the steps to extract Project wise profitability report.

Project and Job Costing >> PJC Analysis Reports >> Detailed Cost

New Stuff: USE DISTRIBUTION CODES TO SPEED UP DATA ENTRY in Sage 300 ERP

Following are the output of detailed Cost report.

It provides you cost for each project on detail as well on summary level.

Also Read:
1. Default accounting methods of PJC
2. Greytrix TDS with PJC Integration
3. Project/Contract Maintenance in Sage 300 ERP
4. Changing the Contract Level Names
5. Different Costing methods in Sage 300 ERP

Document Numbering is an Add-on which provides an ability to setup and auto assign document numbers on transactions based on predefined structure. The structure will be on user’s request offering maximum flexibility to setup document numbering for various transactions as per the need.

Presently Sage 300 ERP offers a standard and rigid method to setup document numbering for transactions. But usually there is a need to assign distinct numbering to sales and purchase transaction documents by various criteria such as by Account Sets, Location, Fiscal dates etc. Document Series add-in empowers Sage 300 ERP users to setup distinct numbering series for each set of transactions.

New Stuff: New Feature: Credit Note in GreyMatrix

This allows user to generate different transaction numbers based on requirements based on

1. Location
2. Account Set
3. Combination of Location and Account Set
4. Bank Code

All the transactions will work like sage 300 ERP with the difference of user based document number.

This can be more useful when the user wants to differentiate the document numbers based on their locations, Account set or combination of both or on bank code . So he/she can generate the number as per his/her requirement.

Say, the user wants to transfer goods from Mumbai to Delhi user can generate document for invoice say

Mumbai: MUM/INV/0000001
Delhi: DLH/INV/0000001

Similarly, other numbering methods can be used for different purpose.

Also Read:
1. Configuring Document Numbering for Sage 300 ERP
2. Set Document Numbering for Sage 300 ERP on the combination of Account Set and Location
3. Grouping feature in Document Numbering Series for Sage Accpac
4. Set Document Numbering based on Bank Code for Sage 300 ERP
5. Document Numbering for AR Misc. Receipt

In our previous blog post on Sage Intelligence reporting, we had discussed about the steps to add/remove the Additional Columns in Sage Intelligence reports.

In addition to this module, we will discuss about how we can “Move up or Down” the existing fields of Sage Intelligence report.

New Stuff : Why Use Document Numbering

To move Up/Down the columns in Sage Intelligence reports, kindly follow below mentioned steps:-
1. Open Report Manager and Select the report in which you need to move the Columns up.
2. Select Columns tab from the Properties window.

3. Select the desired column you need to move up and click on Move Up button; for e.g.: DESC

4. The Column will move upwards.

Now if you run the report, you can see that the DESC column has moved to first position.

Similarly, you can also move columns down.
6. In order to move a column down, select the desired column and click on the ‘Move Down’ button.

On running the report, you will see column has moved to a new position.

Also read:
1. Add/Remove Additional Columns in Sage Intelligence reports
2. How to Deploy Sage Intelligence Reports
3. E-mailing Sage Intelligence report
4. Add parameters in Sage Intelligence Reports
5. How to modify standard Reports in Sage Intelligence

Data migration is a key element which you consider before adapting to any new system. It can be a fairly time-consuming process and can be painful at times. That’s where our Fixed Cost, No effort migration services come in picture.

We do provide migration services to migrate data from Sage 50 (Peachtree) to Sage 300 ERP. We provide Migration Services at our Sage Migration Centre where we undertake 1 test and 1 live conversion per client Sage 50 (Peachtree) Company database and provide you with the converted Sage 300 ERP database for review.

GUMU™ for Sage 300 ERP – Sage 50 Accounting [US Edition] (Formerly known as Sage Peachtree) product is compatible with following version of Sage 50 Accounting and Sage 100 ERP(formerly known as Sage MAS 90/200 ERP).

New stuff: Migrating your Sage 50 US (Peachtree) Company Database to Sage 100 ERP using GUMU Migration services

As of now, we convert the below listed information from Sage 50 (Peachtree) to Sage 300 ERP.

1. General Ledger: G/L Accounts and 2 Years G/L historical transactions. (Current year + Previous Year)
2. Bank: Bank masters and Opening bank Balances. (we do not do bank reconciliation)
3. Tax: Tax masters.
4. Account Receivable: AR Customers and Open receivables along with 2 Years Sales History. (Current Year + Previous Year)
5. Account Payable: AP Vendors and Open Payable along with 2 Years Purchase History. (Current Year + Previous Year)
6. Sales: Open sales Orders and Orders with back ordered quantities. (Not the closed SO’s)
7. Purchase: Open Purchase Orders and Orders with back ordered quantities. (Not the closed PO’s)
8. Inventory Control: IC Items and item on hand.

Note: We do not consider data from other modules such as Payroll, Job Cost, BOM, etc.

Turnaround time for conversion depends directly on the size of the database and complexity in historical data. Usually, we estimate the complete conversion takes around 4-5 days. But to be on safe side, we request partners 7-9 days for test conversion and once we get a perfect picture we can give an estimated time required for Live Conversion.

For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:
1) What do you want to migrate to Sage ERP
2) Migrate GL Accounts from Sage 50 CAD to Sage 300 ERP
3) Migration of Purchase Payment from QuickBooks to Sage 300
4) Migrate customers from Sage 50 (US) to Sage 300
5) Migrate Purchase Orders from Sage 50 (US) to Sage 300 ERP

Data migration is a key element which you consider before adapting to any new system.It can be a fairly time-consuming process and can be painful at times. That’s where our Fixed Cost; No effort migration services come in picture.

We do provide migration services to migrate data from Sage 50 CAD (Formerly known as Simply Accounting) to Sage 300 ERP. We provide Migration Services at our Sage Migration Centre where we undertake 1 test and 1 live conversion per client Sage 50 CAD (Simply Accounting) Company database and provide you with the converted Sage 300 ERP database for review.

GUMU™ for Sage 300 ERP – Sage 50 Accounting [CAD Edition] (Formerly known as Simply Accounting) product is compatible with following version of Sage 50 CAD and Sage 300 ERP.

New stuff: Migrating your Sage 50 US (Peachtree) Company Database to Sage 100 ERP using GUMU Migration services

As of now we convert the below listed information from Sage 50 CAD (Simply Accounting) to Sage 300 ERP.

1. General Ledger: G/L Accounts and 2 Years G/L historical transactions. (Current year + Previous Year)
2. Bank: Bank masters and Opening bank Balances. (we do not do bank reconciliation)
3. Tax: Tax masters.
4. Account Receivable: AR Customers and Open receivables along with 2 Years Sales History. (Current Year  + Previous Year)
5. Account Payable: AP Vendors and Open Payables along with 2 Years Purchase History.(Current Year + Previous Year)
6. Sales: Open sales Orders and Orders with backordered quantities. (Not the closed SO’s)
7. Purchase: Open Purchase Orders and Orders with backordered quantities. (Not the closed PO’s)
8. Inventory Control: IC Item masters and Inventory valuation.

Note: We do not consider data from other modules such as Payroll, Job Cost,BOM, etc.

Turnaround time for conversion depends directly on the size of the database and complexity in historical data. Usually, we estimate the complete conversion takes around 4-5 days. But to be on safe side, we request partners 7-9 days for test conversion and once we get a perfect picture we can give an estimated time required for Live Conversion.

For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:
1. What do you want to migrate to Sage ERP
2. Migrate GL Accounts from Sage 50 CAD to Sage 300 ERP
3. Migration of Purchase Payment from QuickBooks to Sage 300
4. Migrate customers from Sage 50 (US) to Sage 300
5. Migrate Purchase Orders from Sage 50 (US) to Sage 300 ERP

After a wonderful Sage Insights 2015 at South Africa the Greytrix team now visits the Sage CRM Bootcamp starting February 16, 2015 at Ireland. It’s a must attend place where internal Sage CRM staff  and Sage Partners like us meet each other and their peers, and share knowledge, experiences and expertise on a global platform.

Visit us at Sage CRM Bootcamp – Booth Number 9

Being one of the oldest and largest Sage Gold Development Partners globally, it’s a not to be missed event for us. We would be showcasing our range of Sage ERP integrations that have been built on our award winning GUMU^TM framework. With more than 500 successful installations so far, our product portfolio will be on full display at the event.

Our product portfolio includes:

Enterprise CRM- ERP (Real –Time, Bi-Directional, Anywhere access) Integrations:
Sage CRM – Sage ERP X3 | Sage 100 (MAS90) ERP | Sage 300 (Accpac)  | Sage 500 (MAS500) ERP

Small and Medium CRM – ERP Integrations:
Sage CRM – Intuit QuickBooks | Sage 50 Accounts

 *New Innovations*
‘Gmail Sync for Sage CRM’ which is a first of its kind plugin in the market that allows you to view Sage CRM contacts from within Gmail environment as well as log your emails as communications in Sage CRM. Whereas ‘Self Service portal for Sage CRM’ is a holistic Case management system that integrates with Sage CRM simplifying your case/ticket management and making them on the go.

Greytrix is associating with the event to provide insights about its marketing strategies and how it has built itself into a Leading Brand for Sage CRM offerings through SEO and Social media and how it is committed to providing its clientele with world-class development team, implementation strategies and integration solutions for Sage CRM.

A Big Thanks to our readers and followers for their wonderful feedback and help in our mission to Share, Explore and Grow Together our Greytrix Sage CRM Blog has been the most followed blog in Sage CRM community worldwide with almost 1000 blog posts on Tips, Tricks and Components for Sage CRM.

We look forward to meet you at Bootcamp. Lets grow together!!

Data migration is a key element which you consider before adapting to any new system. It can be a fairly time-consuming process and can be painful at times. That’s where our Fixed Cost; No effort migration services come in picture.

We do provide migration services to migrate data from QuickBooks to Sage 300 ERP. We provide Migration Services at our Sage Migration Centre where we undertake 1 test and 1 live conversion per client QuickBooks Company database and provide you with the converted Sage 300 ERP database for review.

GUMU™ for Sage 300 ERP – QuickBooks product is compatible with following version of QuickBooks and Sage 300 ERP.

New stuff:Migrating your Sage 50 US (Peachtree) Company Database to Sage 100 ERP using GUMU Migration services

We convert the below listed information from QuickBooks to Sage 300 ERP.

1. General Ledger: G/L Accounts and 2 Years G/L historical transactions. (Current year + Previous Year)
2. Bank: Bank masters and Opening bank Balances. (we do not do bank reconciliation)
3. Tax: Tax masters.
4. Account Receivable: AR Customers and Open receivables along with 2 Years Sales History. (Current Year + Previous Year)
5. Account Payable: AP Vendors and Open Payables along with 2 Years Purchase History. (Current Year + Previous Year)
6. Sales: Open sales Orders and Orders with backordered quantities. (Not the closed SO’s)
7. Purchase: Open Purchase Orders and Orders with backordered quantities. (Not the closed PO’s)
8. Inventory Control: IC Item masters and Inventory valuation.

Note: We do not consider data from other modules such as Payroll, Job Cost,BOM, etc.

Turnaround time for conversion depends directly on the size of the database and complexity in historical data. Usually, we estimate the complete conversion takes around 4-5 days. But to be on safe side, we request partners 7-9 days for test conversion and once we get a perfect picture we can give an estimated time required for Live Conversion.

For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:
1. What do you want to migrate to Sage ERP
2. Migrate GL Accounts from Sage 50 CAD to Sage 300 ERP
3. Migration of Purchase Payment from QuickBooks to Sage 300
4.Migrate customers from Sage 50 (US) to Sage 300
5.Migrate Purchase Orders from Sage 50 (US) to Sage 300 ERP

GUMU^TM for Sage PRO ERP to Sage 300 ERP is a Sage certified Migration solution. Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-users business requirements. We at Greytrix help the end – user in implementing new Sage 300 ERP system through our various successful migration and integration solutions.

In this blog we will discuss about how GUMU ^TM migrates GL Transactions from Sage PRO to Sage 300 ERP.

New Stuff -  MIGRATING A/R TERMS CODE FROM SAGE PRO ERP TO SAGE 300 ERP

GLBTCH table contains status of all the batches. 

Below is a screenshot of a GL Batch in Sage PRO system (Batch Number – 000186).

Sage PRO ERP –> Data Centre –> General Ledger –> GLBTCH

Below is a screenshot of the above GL Batch after conversion in Sage 300 system (Batch Number – 000012).

Sage 300 ERP –> General Ledger –> G/L Transactions –>  Batch List

Below is a screenshot from Sage PRO system containing the header of Batch no – 000186.

The GLHENT table contains headers of all the posted transactions.

Sage PRO ERP –> Data Centre –> General Ledger –> GLHENT

The GLDENT table contains details of all posted transactions.

Below is a screenshot from Sage PRO system containing the details of Batch Number – 000186.
Sage PRO ERP –> Data Centre –> General Ledger –> GLDENT



Below is a screenshot of the above batch from Sage 300 system after conversion containing the details of Batch Number – 000186 of Sage PRO system.

See highlighted in the above screenshot of Sage 300 ERP, all the debits, credits and the dates match with Sage PRO system.

After data migration from Sage PRO the field values of Sage PRO get converted with the following mapping:

In this way, Sage PRO ERP GL Transactions are migrated into target Sage 300 ERP company database. For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:

1) Migrate Sales Order from Sage 50 (US) to Sage 300 ERP
2) Migrate GL Accounts Transactions from Sage 50 US to Sage 300 ERP
3) Migrate Sales Person from Sage 50 (US) to Sage 300 ERP
4) Migrate Items from Sage 50 (US) to Sage 300 ERP
5) Migrate GL Accounts from Sage 50 CAD to Sage 300 ERP

GUMU^TM for Sage PRO ERP to Sage 300 ERP is a Sage certified Migration solution. Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-users business requirements. We at Greytrix help the end – user in implementing new Sage 300 ERP system through our various successful migration and integration solutions.

In this blog we will discuss about how GUMU ^TM migrates Salesperson from Sage PRO ERP to Sage 300 ERP (Formerly known as Accpac).

New Stuff - MIGRATING A/R TERMS CODE FROM SAGE PRO ERP TO SAGE 300 ERP

You can view Customers in Sage PRO from the following path-

Sage PRO ERP –> Accounts Receivable –> Maintain –> Customers

In the above screenshot the customer ‘AHS1’ has salesperson ‘DG’ assigned to it.

Below is a screenshot of all the salespersons in Sage PRO ERP.

Below is screenshot of all the salespersons in Sage PRO ERP.

In Sage 300 ERP the Salespersons are converted as follows:

Sage 300 ERP –> Accounts Receivable –> A/R Setup –>  Salespersons

Below is a screenshot of the converted customer in Sage 300 ERP.

Sage 300 ERP –> Accounts Receivable –> A/R Customers –>  Customers


See highlighted in the above screenshot the salesperson ‘DG’ is assigned to the customer ‘AHS1’ in Sage 300 ERP.

In this way, Sage PRO ERP Salespersons are migrated into target Sage 300 ERP company database. For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:

1)  Migrating Sage PRO Company Database to Sage 300 ERP using GUMU Migration services
2) Migrating Item Pricing From Sage PRO to Sage 300 ERP
3) Migrate Sales Person from Sage 50 (US) to Sage 300 ERP
4) Migrate Items from Sage 50 (US) to Sage 300 ERP
5) Migrate GL Accounts from Sage 50 CAD to Sage 300 ERP

There may be a scenario where you want to generate multiple sage intelligence reports in a single click. To handle such cases Sage Intelligence Reporting has a useful feature called “Union reports”.

A Union Report is a group of standard reports running together in a specified order, with the control to deliver all the sub reports’ data into one workbook. This is useful as it eliminates the need to consolidate information from multiple Excel workbooks into a single workbook.

GUMU : Time to get over Tomcat issues and Limited customization’s in Sage CRM – Sage 300 ERP Order Entry Screen

To create a Union Report in Sage Intelligence reports, kindly follow below mentioned steps:-
1. Open Report Manager and make a copy of the report you would like to combine. You can refer our blog How to modify standard Reports in Sage Intelligence for copying and renaming of the reports.
2. Here we are joining sales and purchase master report for which we have prepared a copy of the same. Refer below…

3. Now it’s the time to join the reports. Create a custom folder and add a new report. Refer below screenshot :-

4. Select Union report and enter the name of new report.

5. Add the reports you need to include in the union report.

6. We now have the union report which is made of different sub-reports.

7. When adding a sub report to a union report, the reports are all set to run on Sheet 1. The sub report run order can be amended by changing the output sheet number on each sub-report.

8. Select Run icon present on Report Manager Toolbar in order to run the report.
9.You can also right-click on the report and select Run. You can refer our blog also to print the report. How to run a Sage Intelligence report
10. Once the process is finished, the report opens in a new Microsoft Excel Workbook.
11. Here is the generated worksheet. For better understanding we have renamed the worksheet’s name to Purchase, Parameter and Sales. Purchase worksheet contains the information of Purchase master report, parameter sheet contains the parameter list of both the reports and finally Sales sheet contains the Sales masters’ information.
So following these basic steps, we can create union reports with Sage Business Intelligence Report Manager.

Also Read:-
1. How to move columns up or down in Sage Intelligence reports
2. Add/Remove Additional Columns in Sage Intelligence reports
3. E-mailing Sage Intelligence reports
4. Add parameters in Sage Intelligence Reports
5. How to Deploy Sage Intelligence Reports

We at Greytrix help the end – user in implementing new Sage 300 ERP system through our various successful migration and integration solutions.

Our GUMU utility is a Sage certified migration tool which helps in smooth data migration of various source ERPs to target ERP systems. Today, we are going to discuss a very important data migration option – Bank.

When converting Bank data from Sage BusinessWorks to Sage 300 ERP, we ensure that all the details which are there in the Sage BusinessWorks are covered. Now, let’s have a quick look at the Sage BusinessWorks Bank screen.

New Stuff: Migrate Salesperson from Sage PRO ERP To Sage 300 ERP

You can view Banks in Sage Business Works from the following path –

Sage Business Works –> Cash Management àAccounts –> Maintain Cash Accounts

As you can see in the above screenshot, there are near about 8 banks in Sage Business Works.

You can view Bank Balance in Sage Business Works from the following path –

Sage Business Works –> General Ledger–> Accounts –> Maintain Chart of Accounts

In above screen shot you can see the monthly balance of SDFCU-Checking Bank with GL Account Number 1016 and balance 187595.25

In Sage 300 ERP the Banks are converted as follows:

Below is a screenshot of the converted Sage 300 ERP Bank with Bank Code SDF1.

Sage 300 ERP –> Common Services –>  Bank Services –> Banks

Check the highlighted Bank Account, Write-Off Account, and Credit Card Charges Account of the same bank in below screenshot.

You might have seen that the BusinessWorks report screen shows some amount in bank balance field but in Sage 300 ERP window screen bank balances are null. This is due to the migrated bank Transaction entries of open balance amounts that are not yet posted. So we need to post the same so that it is updated in Sage 300 bank balances.

Navigate to Common services –> Bank services –> Bank transactions –> Bank Entry. Select bank transaction entry and click on post button.

After posting transactions navigate to common services –> Bank services –> Banks and check the bank balance.

After data migration from Sage BusinessWorks the field values of Sage BusinessWorks Banks get converted with the following mapping:

In this way, Sage BusinessWorks Banks and their balances are migrated into target Sage 300 ERP company database. For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:
1) What do you want to migrate to Sage ERP
2) Migrate Vendor from Sage BusinessWorks to Sage 300 ERP
3) Migration of GL accounts from Sage BusinessWorks to Sage 300 ERP
4) Migrate Customer from Sage BusinessWorks to Sage 300 ERP
5) Modification of Balance sheet Report in Sage 300

Data migration is a key element which you consider before adapting to any new system. It can be a fairly time-consuming process and can be painful at times. That’s where our Fixed Cost; No effort migration services come in picture.

We do provide migration services to migrate data from QuickBooks to Sage 100 ERP. We provide Migration Services at our Sage Migration Centre where we undertake 1 test and 1 live conversion per client QuickBooks Company database and provide you with the converted Sage 100 ERP database for review.

GUMU™ for Sage 100 ERP – QuickBooks product is compatible with following version of QuickBooks and Sage 100 ERP.

New stuff: Migrate Salesperson from Sage PRO ERP To Sage 300 ERP


We convert the below listed information from QuickBooks to Sage 100 ERP.

1) General Ledger: G/L Accounts and transaction history.
2) Bank: Bank masters and Open bank Balances.
3) Tax: Tax masters.
4) Account Receivable: AR Customers and Open receivables along with Sales History.
5) Account Payable: AP Vendors and Open Payables along with Purchase History.
6) Sales: Open sales Orders and Orders with backordered quantities. (Not the closed SO’s)
7) Purchase: Open Purchase Orders and Orders with backordered quantities. (Not the closed PO’s)
8) Inventory Control: IC Item masters and Inventory valuation.

Note: We do not consider data from other modules such as Payroll, Job Cost,BOM, etc.

Turnaround time for conversion depends directly on the size of the database and complexity in historical data. Usually, we estimate the complete conversion takes around 4-5 days. But to be on safe side, we request partners 7-9 days for test conversion and once we get a perfect picture we can give an estimated time required for Live Conversion.

For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:
1) What do you want to migrate to Sage ERP
2) Migrate GL Accounts from Sage 50 CAD to Sage 300 ERP
3) Migration of GL accounts from Sage BusinessWorks to Sage 300 ERP
4) Migrate customers from Sage 50 (US) to Sage 300
5) Modification of Balance sheet Report in Sage 300

Consider a situation where users have a multiple Sage 300 ERP companies setup and they have individual SI reports for each company. In this case, user has to scroll through a lot of reports to print any report.

To handle such cases, Sage Intelligence Reporting has a useful feature called “Manage Object Scoping”.

New Stuff: Creating a Union Report in Sage Intelligence Reports

In a multiple company scenario, we can customize the standard SI report for a particular company or set of companies and use object scoping to restrict the report to be available only when we are logged onto a particular company. Scoping can be applied at the report or folder level. Scoping a report only restricts your access to a report when you are logged into a specific company. It does not filter the data included in a report.

Follow below steps to use Manage Object Scope:-
1. For example, suppose we have a report that is exporting the inventory of SAMLTD Company. So in this case, we will set the scope of this report to company SAMLTD only.

2. Select Manage Object Scope present on the Tools or right-click on Home to specify the companies for which a report can be used.

3. To scope a report, first select the report or folder and then select the associated company or companies.
a. The default scope is global, which allows report access to all companies.
b. A report can be scoped to multiple specific companies.

4. After refreshing reports not scoped for the current company, they will not show under Report Manager and Report Viewer.
Following the basic steps above, we can reduce the time taken to print Sage intelligence reports.

Also Read:-
1. How to move columns up or down in Sage Intelligence reports
2. Add/Remove Additional Columns in Sage Intelligence reports
3. E-mailing Sage Intelligence reports
4. Add parameters in Sage Intelligence Reports
5. How to Deploy Sage Intelligence Reports

Sage ERP X3 Sales Conference #SageGC (formerly Sage ERP X3 Global Convention) is a marquee event for Sage ERP X3 users and partners from across the world and is being hosted this year at the picturesque venue of Istanbul, Turkey. The event, which sees a large gathering of Sage Business Partners, Customers and Prospects under one roof, will be held from May 11-13 2015. We are quite excited to be exhibiting at the event this year, like every year to showcase our Sage ERP X3 offerings to the large and esteemed audience.

Imp Links – Event Website | Registration | Agenda for Business Partners | Agenda for Customers
Any Q’s? – Don’t miss the “How may we help you?” section on http://convention.sageerpx3.com/

About Greytrix

The event will have a lot to offer for every one with various Sage ERP X3 centric keynotes as well as workshops that will give you new age insights into doing business efficiently with Sage ERP X3. Not to miss the Gala Dinners and Coffee breaks that would give everyone a chance for catching up and networking. Here is where you can register yourself if you haven’t done so already.

Some reasons why you shouldn’t be missing this event,

• Discover what has happened since the big launch of Sage ERP X3 V7 in Lisbon.
• Speed up lead generation, Sales and presales best practices, Maximise your sales talent – Learn How
• Grow with Sage ERP X3 ecosystem – Bring Sage and Partner solutions together
• Find out what is coming next!!!

A little about us – Greytrix is one of the largest Sage Gold Development Partner and offshore Hub for Sage ERP X3 Programming. Be it Sage X3 Business Partners, End Users or Sage PSG Worldwide, Greytrix caters to them all with its best-in-class customizations and development services for Sage ERP X3. GUMU for E-commerce (Magento) and GUMU Sage CRM – Sage ERP X3 are two flagship X3 products by Greytrix under its award winning GUMU™ integration framework.

Lets be a part of this extra ordinary journey!!

GUMU^TM for Sage BusinessWorks to Sage 300 ERP is a Sage certified Migration solution. Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-users business requirements. We at Greytrix help the end-user in implementing new Sage 300 ERP system through our various successful migration and integration solutions.

In this blog we will discuss about how GUMU ^TM migrates GL Transactions from Sage BusinessWorks to Sage 300 ERP.

New Stuff: Migrate QuickBooks Company Database to Sage 100 ERP

Below is a screenshot of a GL Batch in Sage BusinessWorks system.
Sage BusinessWorks –> General Ledger –> Entries –> Recurring Entries –> Batch Post

Below is a screenshot of the above GL Batch after conversion in Sage 300 system (Batch Number – 000039).
Sage 300 ERP –> General Ledger –> G/L Transactions –>  Batch List

Below screenshot contains the details of the above highlighted GL Batch after migration.

After data migration from Sage BusinessWorks, the field value of Sage BusinessWorks GL Accounts transactions gets converted with following mapping:

In this way, Sage BusinessWorks account transactions details are migrated into target Sage 300 ERP company database.

For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:
1) Migrate Banks from Sage BusinessWorks to Sage 300 ERP
2) Migrate Vendor from Sage BusinessWorks to Sage 300 ERP
3) Migration of GL Accounts from Sage BusinessWorks to Sage 300 ERP
4) Migrate Customer from Sage BusinessWorks to Sage 300 ERP
5) Migrate your inventory to Sage 300 from Sage BusinessWorks

GUMU^TM for Sage PRO ERP to Sage 300 ERP is a Sage certified Migration solution. Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-users business requirements.

We at Greytrix help the end – user in implementing new Sage 300 ERP system through our various successful migration and integration solutions.

In this blog we will discuss about how GUMU ^TM migrates Customer Memos from Sage PRO ERP to Sage 300 ERP (Formerly known as Accpac).

New Stuff - Migrate GL Transactions From Sage PRO ERP To Sage 300 ERP

Sage PRO ERP provides a total of 24 user-definable information fields with generous field lengths and support for memo fields.

You can view Customer Memos in Sage PRO from the following path -
Sage PRO ERP –> Accounts Receivable –> Maintain –> Customers

See highlighted Memo in the above screenshot from Sage PRO ERP.

In Sage 300 ERP the Memos are converted by GUMU as follows:
Sage 300 ERP–> Accounts Receivable –>  A/R Customers –> Customers

See highlighted in the above screenshot, the Memos are converted in Customer master’s comment screen as Notes in Sage 300 ERP. 

The comments in the above screenshot are the comments from Sage PRO ERP system. See highlighted in the below screenshot.

In this way, Sage PRO ERP Customer Memos are migrated into target Sage 300 ERP company database. For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:

1)  Migrating Sage PRO Company Database to Sage 300 ERP using GUMU Migration services
2)  Migrating Item Pricing From Sage PRO to Sage 300 ERP
3)  Migrate Sales Person from Sage 50 (US) to Sage 300 ERP
4)  Migrate Items from Sage 50 (US) to Sage 300 ERP
5)  Migrate GL Accounts from Sage 50 CAD to Sage 300 ERP