GUMU™ for QuickBooks to Sage 100 ERP is a Sage certified Migration solution. Greytrix provides Migration services at its Sage Migration Centre and fulfils the business requirements.

New Stuff: Migrate Purchase Order Invoice from QuickBooks to Sage 100 ERP

This blog is in continuation to our series GUMU™ ERP Migration services. In our previous blog, we had discussed about how to Migrate Open Sales Order from QuickBooks to Sage 100 ERP. In this blog, we are going to discuss about how Sales Order Invoice gets migrated from QuickBooks to Sage 100 ERP (Formerly known as MAS 90) using GUMU™.

To create Sales Order Invoice in QuickBooks follow the below path and below screen will get displayed :
Quick Books -> Customers ->  Customers Center ->Invoice Entry.

You can observe existing Sales Order Invoices in QuickBooks through the below path :
Quick Books -> Customers ->  Customers Center –
Click on specific customer and go to Transaction tab of that customer as shown in below screenshot :

Above highlighted fields are migrated in Sage 100 in below path:
Sage 100 -> Sales Order -> Main -> Invoice Data Entry
You can observe Sales order details and Customer in Header tab, as shown in below screenshot –

You can observe Address details in Address tab, as shown in below screenshot –

You can observe Item details of Sales order in Lines tab, as shown in below screenshot –

You can observe Invoice Balance details of Sales order in Totals tab, as shown in below screenshot –

After data migration from QuickBooks the field values of Sales Orders Invoice gets converted with the following mapping :

In this way, Sales Order Invoice is migrated into target Sage 100 ERP from company database of source ERP QuickBooks. For more information on ERP data migration, drop us a mail at erpmig@greytrix.com.

Also Read:
1) Migrate Open Purchase Order from QuickBooks to Sage 100 ERP
2) Migrate Open Sales Order from QuickBooks to Sage 100 ERP
3) Migrate Banks from QuickBooks to Sage 100 ERP
4) Migrate QuickBooks Company Database to Sage 100 ERP
5) Migrate Vendor Term from QuickBooks to Sage 100 ERP

GUMU^TM for Sage Business Vision 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..

Data migration is always a challenging task to perform. We migrate data with help of our Sage certified migration utility in accordance to our well defined migration process.

In this blog we will discuss about how GUMU ^TM migrates open purchase orders from Sage Business Vision ERP to Sage 300 ERP (Formerly known as Accpac).

New Stuff: Migrate Banks from Sage BusinessVision to Sage 300 ERP

We can view open purchase orders from the following path in Sage Business Vision:

Sage Business Vision -> Edit -> Purchase Order

Here we can see the purchase order information in different screenshots. In the above screenshot we can see the Purchase order information like P.O. Number, vendor number, Order date, required date, item details, item subtotal, discount amount, freight charge, Tax amounts, total amount, etc.

In the below screenshot you can see the credit limit of vendor, Discount Percent, Terms code, Ship Via, FOB, Taxes allocated to Orders:

You can create and view open purchase orders from below path in Sage 300 ERP.

Sage 300 ERP -> Purchase Orders -> PO Transactions -> Purchase Order Entry

The Purchase order is converted from Sage Business Vision to Sage 300 ERP as shown in below screenshot:

After data migration from Sage Business Vision, the field value of Sage Business Vision Open Purchase Order gets converted with following mapping:

In this way, Sage Business Vision open purchase orders 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 Item’s Unit of Measures from Sage Business Vision to Sage 300 ERP
2) Migrate A/P Payment Terms from Sage Business Vision to Sage 300 ERP
3) Migrate GL Transaction from Sage Business Vision to Sage 300 ERP
4) Migrate Sales Order Shipment from Sage Business Vision to Sage 300 ERP
5) Migrate Credit Note from Sage Business Vision to Sage 300 ERP 

GUMU™ for QuickBooks to Sage 300 ERP is a Sage certified Migration solution. Greytrix is a pioneer in providing Migration services at its Sage Migration Center and catering end-user business requirements.

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

New Stuff: Migrate Open Purchase Order from QuickBooks to Sage 100 ERP

In this blog, we shall explore upon the migration of Salesperson from QuickBooks to Sage 300 ERP. Let’s have a quick look at the below screen shot of QuickBooks Sales Person screen.

Below is a screen shot of a Customer in QuickBooks, assigned this salesperson.

After data migration to Sage 300 ERP, the converted Sales Person screen will look as below:

In Sage 300 Customer masters, the salesperson is converted as follows.

After data migration from QuickBooks the field values of QuickBooks Sales Person gets converted with the following mapping:

In this way, Sage QuickBooks Sales 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) Migrate GL Transactions from Sage Business Works to Sage 300 ERP
2) Migrate Customer Notes (Memos) and Comments from Sage Business Works to Sage 300 ERP
3) Migrate Customer from Sage QuickBooks to Sage 300 ERP
4) Migration of GL accounts from Sage QuickBooks to Sage 300 ERP
5) Migrate Banks from Sage QuickBooks to Sage 300 ERP

GUMU^TM for Sage Business Vision 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.

Data migration is always a challenging task to perform. We migrate data with help of our Sage certified migration utility in accordance to our well defined migration process.

In the first part, we will discuss about how GUMU ^TM migrates PO Receipts header level information from Sage Business Vision ERP to Sage 300 ERP (Formerly known as Accpac).

New Stuff: Migrate Sales Order Shipment from Sage Business Vision to Sage 300 ERP

We can view Purchase Orders from the following path in Sage Business Vision:

Sage Business Vision -> Edit -> Accounts Payable

In the above screenshot you can see the vendor number, credit limit of vendor, Discount Percent, Terms code, Ship Via, FOB, Taxes allocated (i.e. Sales Tax1 and Sales Tax2) to Orders:

In Sage Business Vision you can view the Billing address of PO receipts from Address tab (Refer below screenshot):

In Sage Business Vision you can view the Shipping address of PO receipts from Ship-To tab (Refer below screenshot):

To create and view the PO Receipts in Sage 300 ERP you need to follow the below mentioned path:

Sage 300 ERP -> Purchase Orders -> PO Transactions -> Receipt Entry

The PO Receipts are converted from Sage Business Vision to Sage 300 ERP as shown in below screenshot:

To view the Bill-To-Location you need to click on browse then Bill to Location will be displayed as shown in below screenshot:

To view the Ship-To-Location you need to click on browse then Ship to Location will be displayed as shown in below screenshot:

After data migration from Sage Business Vision, the field value of Sage Business Vision PO Receipts header information gets converted with following mapping:

In this way, Sage Business Vision PO Receipt headers are migrated into target Sage 300 ERP company database. In the next part, we will see how the detailed level information gets migrated into PO Receipts. For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read: 
1) Migrate AR Payments from Sage Business Vision ERP to Sage 300 ERP
2) Migrate Sales Invoice from Sage Business Vision to Sage 300 ERP
3) Migrate Ship to Address from Sage Business Vision to Sage 300 ERP
4) Migrating Items from Sage Business Vision to Sage 300 ERP
5) Migrate Credit Note from Sage Business Vision to Sage 300 ERP

GUMU^TM for Sage Business Vision 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.

In our last blog, we discussed about how GUMU ^TM migrates PO Receipts header information from Sage Business Vision ERP to Sage 300 ERP (Migrate PO Receipts from Sage Business Vision to Sage 300 ERP Part-I) and now in this blog we will see how GUMU™ migrate PO Receipt detailed information from Sage Business Vision to Sage 300 ERP (formally known as Sage Accpac)

New Stuff: Migrate Ship to Address from Sage Business Vision to Sage 300 ERP

We can view Purchase Orders from the following path in Sage Business Vision:

Sage Business Vision -> Edit -> Accounts Payable

Here we can see the PO Receipt information in different screenshots. In the above screenshot we can see the Purchase order information like P.O. Number, vendor number, Order date, required date, item details, item subtotal, discount amount, freight charge, Tax amounts, total amount, etc.

To create and view the PO Receipts in Sage 300 ERP you need to follow the below mentioned path:

Sage 300 ERP -> Purchase Orders -> PO Transactions -> Receipt Entry

The PO Receipts are converted from Sage Business Vision to Sage 300 ERP as shown in below screenshot:

After data migration from Sage Business Vision, the field value of Sage Business Vision PO Receipts gets converted with following mapping:

In this way, Sage Business Vision PO Receipts 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 Vendor Notes from Sage Business Vision to Sage 300.
2) Migrating Items from Sage Business Vision to Sage 300 ERP
3) Migrate Sales Department Code from Sage Business Vision to Sage 300 ERP
4) Migrate A/R Payment Terms from Business Vision to Sage 300 ERP
5) Migrate Remit-To-Address from Sage Business Vision to Sage 300 ERP

Data Migration is a key element when you consider before upgrading to a new accounting package. It can be particularly complicated as you have all the challenges in setting up records in the new software and paying close attention to detail to keep risks and costs within bounds.

For Customers looking an upgrade from an existing Sage Business Vision system to Sage 300 ERP system, there is a fixed cost, no effort migration services in rescue.

We at Greytrix provide migration services to migrate data from Sage Business-Vision to Sage 300 ERP. We perform Migration Services at our Sage Migration Centre in which we undertake 1 test and 1 live conversion per client Sage Business Vision Company database and provide you with the converted Sage 300 ERP database for review.

GUMU^TM for Sage 300 ERP – Sage BusinessVision product is compatible with following versions of BusinessVision.

We convert below listed information from Sage Business-Vision to Sage 300 ERP conversion:

1. General Ledger: GL Masters and G/L historical transactions.
2. Bank: Bank Masters and opening bank balances.  (We do not do bank reconciliation)
3. Tax: Tax masters.
4. Accounts Receivable: A/R Customers and open receivables along with sales history.
5. Accounts Payable: A/P Vendors and open payables along with purchase history.
6. Purchase: Open Purchase Orders with backordered quantities (Not the closed PO’s)
7. Sales: Open sales Orders with backordered quantities (Not the closed SO’s)
8. Inventory Control: I/C masters and Quantity On Hand.

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

A business that has used Sage BV may have gotten used to how their business runs and how much data has been accumulated over the years.  The key aspect involved during the upgrade of existing BusinessVision ERP system to a new ERP System, is to ensure the Transactions and Master records entered in the Sage BV system over the years are maintained and its integrity has been sustained going forward in using the new legacy ERP system.

For this, we have in-house experienced IT leaders that appreciate the critical importance of data migration and provide sufficient resources to get the job done right.

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

Also Read:

1) Migrate Banks from Sage BusinessVision to Sage 300 ERP
2) Migrate GL Accounts from Sage Business Vision to Sage 300 ERP
3) Migrate Customers from Sage Business Vision to Sage 300
4) Migrate Vendors from Business Vision to Sage 300 ERP

Data Migration is a key element when you consider before upgrading to a new accounting package. It can be particularly complicated as you have all the challenges in setting up records in the new software and paying close attention to detail to keep risks and costs within bounds.

For Customers looking an upgrade from an existing Sage Business works system to Sage 300 ERP system, there is a fixed cost, no effort migration services in rescue.

We at Greytrix provide migration services to migrate data from Sage Business works to Sage 300 ERP. We perform Migration Services at our Sage Migration Centre in which we undertake 1 test and 1 live conversion per client Sage Business works Company database and provide you with the converted Sage 300 ERP database for review.

GUMU^TM for Sage 300 ERP – Sage Businessworks product is compatible with following versions of Businessworks.

We convert below listed information from Sage Businessworks to Sage 300 ERP conversion:

1. General Ledger: GL Masters and G/L historical transactions.
2. Bank: Bank Masters and opening bank balances.  (We do not do bank reconciliation)
3. Tax: Tax masters.
4. Accounts Receivable: A/R Customers and open receivables along with sales history.
5. Accounts Payable: A/P Vendors and open payables along with purchase history.
6. Purchase: Open Purchase Orders with backordered quantities (Not the closed PO’s).
7. Sales: Open sales Orders with backordered quantities (Not the closed SO’s).
8. Inventory Control: I/C masters and Quantity On Hand.

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

A business that has used Sage Businessworks may have gotten used to how their business runs and how much data has been accumulated over the years.  The key aspect involved during the upgrade of existing Businessworks ERP system to a new ERP System, is to ensure the Transactions and Master records entered in the Sage Businessworks system over the years are maintained and its integrity has been sustained going forward in using the new legacy ERP system.

For this, we have in-house experienced IT leaders that appreciate the critical importance of data migration and provide sufficient resources to get the job done right.

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

Also Read:
1) Migration of GL accounts from Sage Business Works to Sage 300 ERP
2) Migrate Vendor from Sage BusinessWorks to Sage 300 ERP
3) Migrate Customer from Sage BusinessWorks to Sage 300 ERP
4) Migrate Banks from Sage BusinessWorks 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 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.

Our GUMU™ migration utility is compatible to convert all Masters and Open transactions along with history for GL, sales and purchase from QuickBooks to Sage 300 ERP.

New Stuff: Migrate GL accounts from QuickBooks to Sage 300 ERP

In this blog, we will discuss about migrating GL Accounts transactions from QuickBooks to Sage 300 ERP in our ERP Migration services.

To open a GL Accounts in QuickBooks, go to the Company -> Make General Journal Entries. Let’s have a quick look on the QuickBooks Accounts Transactions screen.

After data migration from QuickBooks the field value of QuickBooks Accounts transactions gets converted with following mapping:

Here is the converted GL accounts transaction from QuickBooks to Sage 300 ERP. Kindly refer the below screenshot where the Account transaction has been converted as per the mapping mentioned in above table.

In this way, QuickBooks account transactions details are migrated to Sage 300 ERP company database. For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:

1) Migration of Banks from QuickBooks to Sage 100 ERP
2) Migration of Banks from QuickBooks to Sage 300 ERP
3) What do you want to migrate to Sage ERP
4) Data migration from your accounting system to Sage ERP

In Sage 300, we have a feature to maintain Accounts Transaction in Batches. By using the Batch system we can easily track the date wise Transactional data in system.

We have following transactions in Batch system.

• Invoice
• Payment
• Adjustment

New Stuff: Migrate GL Accounts Transactions from QuickBooks to Sage 300 ERP

All the above transactions contain data in Batch format. One Batch can have multiple Entries. We also have the provision to see Transactional total along with Batch Number and Batch Status.

For knowing the status of each batch we need to print one simple report which is Batch Status Report.

Path: Accounts Payable -> A/P Transaction Reports -> Batch Status.

By using this feature we can generate the report which will help the user to understand Batch status.

We have different filter criteria to pull out exact report through system.

• Batch Type – This will help user to identify Batch Transaction Type.
• Type – This will help user to determine how the batch is made. (Ex. Through Excel Import, Manually Entered etc.)
• Status – This will help user to determine required Batch Status.
• Batch Number – This will help user to print specific Batch. We can also provide range of Batch number.
• Date – This will help user to print report with specific Date period.

Same feature will applicable for Accounts Receivable to generate Batch Status Report.

Also Read:

1. Defaulting Detail Tax class to 1 in Account Payable in Sage 300 ERP
2. Recurring Payables in Accounts Payable module of Sage 300 ERP
3. Enhanced feature in Account Payable – Payment Post All batches in Sage 300 2016
4. How to Audit a Payable Clearing Account

G/L Posting journal report provide an audit trail report of all posted General Ledger transactions that are not yet cleared from your system. It is most useful report of general ledger module.
In this blog, we will be discussing about new feature added in sage 300 2016 which allows user to select if document date or posting date is to be included in G/L posting journal report.
New stuff: How To Allow User To Enter The Timecards For Specific Payroll Employees
To open the screen navigate to: General Ledger –> G/L Reports –> Posting Journals.
The below UI gets opened:

Sage 300 2016 users can now specify whether document date or posting date needs to be displayed in the report printing. After specifying the filter criteria, user can click on print button to view the report that match the criteria specified.

About Us
Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix  have some unique solutions of Sage 300’s integration with Sage CRM, Salesforce.com and Magento eCommerce. It also offers best-in-class Sage 300 customization and development services to Sage business partners, end users, and Sage PSG worldwide.
For more details on the component, please contact us at accpac@greytrix.com. We will be glad to assist you.

Also Read:
1. General Ledger Revaluation in Sage 300
2. Post Reconciliation from Reconcile statement screen in Sage 300 ERP 2016
3. Migrate Banks from QuickBooks to Sage 100 ERP

In Sage 300, we have a feature to maintain Accounts Transaction in Batches. By using Batch system we can easily track the date wise Transactional data in system.

We have following Accounts Receivable Transactions in Batch system.

• Invoice
• Receipt
• Adjustment
• Refund

New stuff: Transaction date in G/L Posting journals report

All the above transactions contain data in Batch format. One Batch can have multiple Entries. Also we have provision to see Transactional total along with Batch Number and Batch Status.

For knowing the status of each batch we need to print one simple report which is Batch Status Report.

Path: Accounts Receivable -> A/R Transaction Reports -> Batch Status

By using this feature we can generate report which help user to understand the Batch status.

We have different filter criteria to pull out exact report through system.

• Batch Type – This will help user to identify Batch Transaction Type.
• Type – This will help user to determine how the batch is made. (Ex. Through Excel Import, Manually Entered etc.)
• Status – This will help user to determine required Batch Status.
• Batch Number – This will help user to print specific Batch. We can also provide range of Batch number.
• Date – This will help user to print report with specific Date period.

Same feature will applicable for Accounts Payable to generate Batch Status Report.

Also Read:
1. Accounts Payable Batch Status Report
2. Account Receivable – Invoice Sales Split Tab in Sage 300.
3. Setting up Salesperson Commission in Sage 300 ERP
4. Account Receivable – Creating Summary Invoice in Sage 300

Optional Field is one of the best feature in Sage 300 to capture various information at any level. It means we can link Optional Fields at Masters as well as Transaction Level. Only one drawback is that the Optional Field cannot be linked to the Bank Services (For Masters as well as Transactions).

New stuff: Accounts Receivable Batch Status Report

By using this feature, we can generate many reports without any additional efforts. In this blog we will be explaining about the most demanded report in any organization which is Customer Outstanding Report.

We can generate Customer Outstanding Report in Sage 300 by using Optional field value. We can pull the Report by selecting Optional Field Values at Transactional Report level to display accurate information which is usually required by top Management.

After posting the Transactional Batch successfully, we will be in the position of generating report Project wise outstanding without any extra efforts.

For using this functionality follow the below steps:

• Creation of Optional Field.
• Link Optional field to Account Receivable (Customer) Masters and Transactions as per your requirement.
• All transactions should be posted successfully before printing Customer Outstanding Report.

Let us explain it one by one:

• Creation of Optional field :

Path: Common Services: Optional Field

Here we are defining Optional Field.

• Linking of Optional Field to Accounts Receivable Masters :

Path: Accounts Receivable -> A/R Setup -> Optional Field.

Here we can link Optional Field to the specific Transaction / Master.

• Linking of Optional Field value at Customer Master :

Path: Accounts Receivable -> A/R Customer -> Customer.

Here we can create / update Customer details. In Optional Field Tab we are updating Optional Field Value. It’s treated as Master. At any time we can change this Value.

• Customer Outstanding Report :

Path: Accounts Receivable -> A/R Transaction Reports -> Customer Transactions.

Here we generate Customer Outstanding Report by selecting appropriate options.

Sample Report:

Same feature will applicable for Accounts Payable (Vendor Master) to generate Vendor Outstanding Report

Also Read:

1. Vendor Outstanding Report by Optional Field Value in Sage 300 ERP

2. Update or Insert Optional field value on posted entries in SAGE 300 ERP

3. Validate Optional Field in Sage 300 ERP

4. Optional Fields in Sage 300 ERP

Organization usually employ ERP and CRM to make sure business runs successfully. Sage 300 is a business management solution for small and medium companies to connect in the most critical parts of your business, including finance, operations, sales, and service. Whereas, Salesforce has made great inroads as a leading cloud based solution that focuses primarily on CRM functionality.

ERP and CRM tend to work in isolation thus make it difficult to streamline integration on their own. Greytrix Integrates Sage 300 and Salesforce to run together by synchronizing the data and bi directional flow of information on real time basis.

Attend this webinar on Sage 300 integration with Salesforce.com to see how it empowers companies to connect their customer, accounting, payroll and finance data into one system. So, that the information is accessible from any device at anytime, anywhere.

Register Now

Date – Wednesday, 13th April 2016 | Time: 1:00 PM EST

Webpage | Blog

See you in the Webinar!!

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. We provide data Migration Services from Sage 100 to Sage 300 ERP (formerly known as Sage Accpac) at our Sage Migration Centre.

Our GUMU™ migration utility is compatible to convert Master and Open transactions for Account payables and account receivables and GL historical data from Sage 100 ERP to Sage 300 ERP.

New Stuff:  Migrate Banks from QuickBooks to Sage 100 ERP

Today, we will discuss about migrating bank data from Sage 100 ERP to Sage 300 ERP in our ERP Migration services.

To open a Bank in Sage 100 ERP, go to Modules –> Common Information –> Main –> Bank Code maintenance. Let’s have a quick look on the Sage 100 ERP Bank screen.

After data migration from Sage 100 ERP, the field value of Sage 100 bank gets converted with following mapping:

Here is the converted bank field from Sage 100 ERP to sage 300 ERP. Kindly refer the below screenshot where the Bank has been converted as per the mapping mentioned in above table.

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix helps in migrating to Sage 100, Sage 300 and Sage ERP X3 from Sage Pro, Sage 50 US, Sage 50 CA , Sage 50 Usage Business Works, Sage Business Vision, QuickBooks and MS Dynamics Great Plains.

For more information on migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

Also Read:
1)  Migrate Banks from Sage BusinessWorks to Sage 300 ERP
2)  Migrate Purchase invoice from Sage 50 US to Sage 300 ERP
3)  Migrate Banks from Sage 50 (Canada) to Sage 300 ERP
4)  Migrate customers from Sage 50 (Canada) to Sage 300

Our GUMU™ utility is a Sage certified migration tool which helps in smooth data migration of various source ERPs to target ERP systems

We provide data Migration Services from Sage 100 to Sage 300 ERP (formerly known as Sage Accpac) at our Sage Migration Centre.

Our GUMU™ migration utility is compatible to convert Master and Open transactions for Account payables and account receivables and GL historical data from Sage 100 ERP to Sage 300 ERP.

New Stuff: Migrate Banks from Sage 100 ERP to Sage 300 ERP

Today, we will discuss about migrating Vendor master information from Sage 100 ERP to Sage 300 ERP in our ERP Migration services.

To open a Vendor master screen in Sage 100 ERP, go Modules -> Account Payable -> Main –> Vendor maintenance. Let’s have a quick look on the Sage 100 ERP Vendor maintenance screen.

After data migration from Sage 100 ERP, the field value of Sage 100 Vendors gets converted with following mapping:
Here is the converted Vendor masters field from Sage 100 ERP to sage 300 ERP. Kindly refer the below screenshot where the Vendor masters has been converted as per the mapping mentioned in above table.

In the below screenshot you could view the contact details:

In this way, Sage 100 ERP Vendors details are migrated into target Sage 300 ERP company database.

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix helps in migrating to Sage 100, Sage 300 and Sage ERP X3 from Sage Pro, Sage 50 US, Sage 50 CA, Sage 50 Usage Business Works, Sage Business Vision, QuickBooks and MS Dynamics Great Plains.

For more information on migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

Also Read:
1) Migrate Banks from Sage BusinessWorks to Sage 300 ERP
2) Migrate Purchase invoice from Sage 50 US to Sage 300 ERP
3) Migrate Banks from Sage 50 (Canada) to Sage 300 ERP
4) Migrate customers from Sage 50 (Canada) to Sage 300

GUMU™ for Sage Business Vision 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.

In our last blog, we discussed about how GUMU TM migrates PO Invoice header information from Sage Business Vision ERP to Sage 300 ERP (Migrate PO Invoice from Sage Business Vision to Sage 300 ERP Part -I)  and now in this blog we will see how GUMU™ migrate PO Invoice detailed information from Sage Business Vision to Sage 300 ERP (formally known as Sage Accpac)

New Stuff: Migrate Ship to Address from Sage Business Vision to Sage 300 ERP

We can view PO Invoice from the following path in Sage Business Vision:

Sage Business Vision -> Edit -> Accounts Payable

PO Invoice

Here we can see the PO Invoice information in different screenshots. In the above screenshot we can see the PO Invoice  information like P.O. Number, vendor number, Order date, required date, item details, item subtotal, discount amount, freight charge, Tax amounts, total amount, etc.

To create and view the PO Invoice in Sage 300 ERP you need to follow the below mentioned path:

Sage 300 ERP -> Purchase Orders -> PO Transactions -> Invoice Entry

The PO Invoice are converted from Sage Business Vision to Sage 300 ERP as shown in below screenshot:

PO Invoice

PO Invoice

PO Invoice

After data migration from Sage Business Vision, the field value of Sage Business Vision PO Invoice gets converted with following mapping:

PO Invoice Field Mapping

In this way, Sage Business Vision PO Invoice are migrated into target Sage 300 ERP company database.
Greytrix helps in migrating to Sage 100, Sage 300 and Sage ERP X3 from Sage Pro, Sage 50 US, Sage 50 CA, Sage 50 Usage Business Works, Sage Business Vision, QuickBooks and MS Dynamics Great Plains. For more information on migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

Also Read:
1) Migrate Remit-To-Address from Sage Business Vision to Sage 300 ERP
2) Migrate Sales Department Code from Sage Business Vision to Sage 300 ERP
3) Migrate A/R Payment Terms from Business Vision to Sage 300 ERP
4) Migrate Vendor Notes from Sage Business Vision to Sage 300.
5) Migrating Items from Sage Business Vision to Sage 300 ERP

GUMU™ for Sage Business Vision 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.

Data migration is always a challenging task to perform. We migrate data with help of our Sage certified migration utility in accordance to our well defined migration process.

In the first part, we will discuss about how GUMU TM migrates PO Invoice header level information from Sage Business Vision ERP to Sage 300 ERP (Formerly known as Accpac).

New Stuff: Migrate Sales Order Shipment from Sage Business Vision to Sage 300 ERP

We can view PO Invoice from the following path in Sage Business Vision:

Sage Business Vision -> Edit -> Accounts Payable

In the above screenshot you can see the vendor number, credit limit of vendor, Discount Percent, Terms code, Ship Via, FOB, Taxes allocated (i.e. Sales Tax1 and Sales Tax2) to Orders:

In Sage Business Vision you can view the Billing address of PO Invoice from Address tab (Refer below screenshot):

To create and view the PO Invoice in Sage 300 ERP you need to follow the below mentioned path:

Sage 300 ERP -> Purchase Orders -> PO Transactions -> Invoice Entry

The PO Invoice are converted from Sage Business Vision to Sage 300 ERP as shown in below screenshot:

To view the Bill-To-Location you need to click on browse then Bill to Location will be displayed as shown in below screenshot:

You can view taxes and terms  information in Taxes and Terms tabs respectively. As shown in below screenshots:

After data migration from Sage Business Vision, the field value of Sage Business Vision PO Invoice header information gets converted with following mapping:

In this way, Sage Business Vision PO Invoice headers are migrated into target Sage 300 ERP company database. In the next part,we will see how the detailed level information gets migrated into PO Invoice.
Greytrix helps in migrating to Sage 100, Sage 300 and Sage ERP X3 from Sage Pro, Sage 50 US, Sage 50 CA, Sage 50 Usage Business Works, Sage Business Vision, QuickBooks and MS Dynamics Great Plains. For more information on migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

Also Read:
1) Migrate AR Payments from Sage Business Vision ERP to Sage 300 ERP
2) Migrate Credit Note from Sage Business Vision to Sage 300 ERP
3) Migrate Sales Invoice from Sage Business Vision to Sage 300 ERP
4) Migrating Items from Sage Business Vision to Sage 300 ERP
5) Migrate Ship to Address from Sage Business Vision to Sage 300 ERP

In this blog we will discuss about intercompany transactions. Sage 300 has a very useful module – “Intercompany Transaction” for organizations, who have multiple entities along with transaction being done.

When a transaction is done between two companies / entities, it usually seems that two separate entries will be made. We illustrate in details for better understanding. For example, if a company “A” pays an amount of 100 for an expense on behalf of company “B”, then normally two separate transactions is done. The transactions would be as shown below

New Stuff: Migrate PO Invoice from Sage Business Vision to Sage 300 ERP Part -I

In Company “A”

Loan Account Company “B” = 100 Dr.

Bank Account Company “A” = 100 Cr.

In Company “B”

Expense Account (Company “B”) = 100 Dr.

Loan Account Company “A”           = 100 Cr.

In Sage 300, the same above scenario can be done in a single entry instead of two separate entry through intercompany transaction and can reduce lots of time. In intercompany the transaction would be done as mentioned / shown below.

In Intercompany

Expense Account (Company “B”) = 100 Dr.

Bank Account (Company “A”)        = 100 Cr.

When you will post the above transaction in intercompany, then system will auto generate GL Batch in Company “A” and Company “B”. Please refer below screen shot for more clarity and understanding

The below screen belong to intercompany, where transaction has been done.

After completion of entry the same GL batch has to post. When you post the GL batch in Intercompany, then two separate GL Batch in two separate company will auto generate by system and will get a message of auto generated GL batch. Please refer below screen shot.

After the above process, you can check the GL batch individually company wise. Just login to Company A and Company B and check the GL batches.

GL Batch of Company A

GL Batch of Company B

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix helps in migrating to Sage 100, Sage 300 and Sage ERP X3 from Sage Pro, Sage 50 US,Sage 50 CA, Sage 50 Usage Business Works, Sage Business Vision, QuickBooks and MS Dynamics Great Plains.

For more information on migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

Also Read:
1. Webinar Invite: Increase Productivity and Enhance Processes with Sage 300 and Salesforce.com Integration
2. Data Migration to Sage Live Accounting
3. Customer Outstanding Report by Optional Field Value in Sage 300

GUMU™ for QuickBooks to Sage 300 ERP is a Sage certified Migration solution.  Greytrix is a pioneer in providing migration services at its Sage Migration Center and catering end-user business requirements.

We provide data Migration Services from QuickBooks to Sage 300 ERP (formerly known as Sage Accpac) at our Sage Migration Center. Our GUMU™ migration utility is compatible to convert all Master and Open transactions along with Sales, Purchase and GL historical data from QuickBooks to Sage 300 ERP.

New Stuff: Migrate GL Accounts Transactions from QuickBooks to Sage 300 ERP

In this blog, we shall explore upon the migration of A/P Payment Terms from QuickBooks to Sage 300 ERP. Let’s have a look at the below screenshot from QuickBooks.

The above screenshots display the Payment terms in QuickBooks

After data migration to Sage 300 ERP, the converted payment terms will look as shown in the below screenshot.

After data migration from QuickBooks the field values of A/P Payment Terms gets migrated with the following mapping.

In this way QuickBooks A/P payment terms 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 QuickBooks to Sage 100 ERP
2) Migration of Banks from QuickBooks to Sage 300 ERP
3) What do you want to migrate to Sage ERP
4) Data migration from your accounting system to Sage ERP

Now a days document security is becoming the basic need of every organization which restricts the user of one business unit from viewing another unit’s data. As we have seen in our last blog “Document Security for Sage 300”,in this blog, we will see the configuration and working of Document Security Module.
• Document Security Setup // User Authorization : :{ Document Security –> User Authorization }

At the User Authorization screen, the Admin can set a combination of Account Set, Bank Code, Location, Item and Tax group to every user so that the user will only have an access of particular vendors and customers who is having Account Set, Bank Code, Location, Item, Tax group as per configuration done in the user authorization screen.

Before Giving rights to Particular User, Admin has to create User by following below given two steps:-
1. Create User from Administrative services
2. Specify Security Group to each Module and assign rights to user at User Authorization screen at Administrative services
There are Two types of User we can create in this module,
1. Corporate User: who has all the rights of all the Modules same as per Admin.
2. Non corporate User: Who has a specific rights given by admin using Document security module.

Here as shown in image, the Admin has  to create User names ( E.g. ABC) at administrative Services  and  then activate Document Security module . Then after Open User Authorisation Screen and specify the combination of digits of Account Set, Bank Code, Location, Item, Tax group which “ABC” user can access or use . Providing the rights of the particular masters are done by setting up permission whether it is Grant or Deny action against each Account set, location. Item, tax group. Corporate User checkbox is meant for giving admin rights to the user.

New Stuff : Migrate A/P Payment Terms from Quickbooks to Sage 300 ERP

Account set / GL Account: In this tab, the admin can assign single or Multiple Business unit which are the digits of account set, for Eg. Vendor “V00001” having an account set “CE0011”, so the admin has to assign “001” Business Unit to ABC user. When User is doing Transaction at multiple module and they  want to selects  Account set that time system can only display list of Account Set which having Business Unit “ 001”, “002”,“005”. For e.g. “CE001”, ‘”DW0051” etc.

Location / Bank code: In this tab admin can assign single or Multiple Business segment which are the digits of Bank Write Off and also assign the Single or Multiple Location Segment which are digits of Integration of IC Location to user, for E.g. Vendor “V00001” having a Bank “AEKNK001” which having write off “022”, so admin Assign “022” Business segment to ABC user as bank code and assign Location Segment as “015”. When User is doing Transaction at multiple module and they  want to select location from Finder that time system can only display list of Location which having integration of “015”. For e.g. “I0009“”, ‘”I0005” etc.

Item :  In this tab admin can allow single or Multiple segment Code which are the starting letters of Item code,  admin Assign different type of item code like  “BB”, “ HO” Item Segment code to ABC  User .. When User is doing Transaction at multiple module and they  want to select Item that time system can only display list of Item which having Segment code “ BB”, “HO”.  For e.g. “BB00001”, “HO00001” etc.

Tax Group: In this tab admin can assign single or Multiple Company segment and Business Segment which are the digits of Tax group, for Eg. Vendor “ V00001” having a Tax Group Of “022811P001” , so admin Assign Company Segment “02” Business Segment “281” to ABC user.. When User is doing Transaction at multiple module and if vendor is having Tax Group Other than “02281” series or other than “NOTAXGRP” system will give an error message of Tax Group to user so user can change tax group from finder and that time system can only display list of which having Tax Group having code “02281” for e.g. “022811P001 “022811P002” “022811P004” etc.

“NOTAXGRP” Is default tax group which all vendor and Customer can have. So any user can do the transaction for all the vendors and all customers by changing its NOTAXGRP to assigned Tax group successfully.

Also Read:

1.Creating Purchase Order By Using Sales Order details in Sage 300.

2.Terms Code feature in Account Payable in Sage 300 ERP

3.AR Customers-OE Sales Inquiry

4.Business Security in Sage 300