GUMU™ 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.

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

In our previous blog we discussed about migration Product Lines. In this blog, we will discuss about how Sage PRO Item Vendors are migrated to Sage 300 ERP using GUMU™

Navigate through the below path to check the Item Suppliers in Sage PRO.

Sage PRO ERP -> Inventory Control -> Maintain -> Inventory Items->Item Suppliers

Above screenshot displays supplier for Item ‘GRAPH4’

While converting Item Vendor from Sage PRO, we convert Primary Vendor into Vendor 1, Secondary Vendor into Vendor 2 and Third Vendor into Vendor 3. Changes can be done by client before converting the data to Sage 300 ERP. As per clients convenience he can change the order in which vendors are converted to Sage 300 ERP.

Navigate through the below path to check the Item Suppliers in Sage 300 ERP.

Sage 300 ERP -> Inventory Control -> I/C Items and Price Lists -> Vendor Details

Above screenshot shows the converted Item Vendor from Sage PRO to Sage 300 ERP.

Note: All the master codes (i.e. Ship-To-Location, Terms Code, Item Number, Vendor Number and Account Number) displayed in above screenshots are mapped during migration as per client’s requirements.

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

In this way, Sage PRO Item Vendors are migrated into target Sage 300 ERP company database.

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 customization, data migration, system integration, third party add-on development and implementation expertise.

Greytrix helps in migrating data to Sage 100, Sage 300 and Sage X3 ERP 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 GL Transactions From Sage PRO ERP To Sage 300 ERP
2) Migrate Open Sales Orders from Sage PRO ERP to Sage 300 ERP
3) Migrate Customer Memos (Notes) from Sage Pro ERP to Sage 300 ERP
4) Migrating Item Pricing From Sage Pro ERP To Sage 300 ERP

GUMU™ for Sage 50 US (Peachtree) 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.

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

In our previous blog we discussed about migration Product Lines. In this blog, we will discuss about how Sage 50 US (Peachtree) Item Vendors are migrated to Sage 300 ERP using GUMU™

Navigate through the below path to check the Item Suppliers in Sage Peachtree.

Sage 50 US (Peachtree) ERP -> Inventory & Services Module-> Inventory & Services -> View Inventory & Services -> Select Item -> Open Vendor List

Above screenshot displays supplier for Item ‘GRAPH4’

While converting Item Vendor from Sage 50 US (Peachtree), we convert Preferred Vendor into Vendor 1, Secondary Vendor into Vendor 2 and Third Vendor into Vendor 3. Changes can be done by client before converting the data to Sage 300 ERP. As per clients convenience he can change the order in which vendors are converted to Sage 300 ERP.

Navigate through the below path to check the Item Suppliers in Sage 300 ERP.

Sage 300 ERP -> Inventory Control -> I/C Items and Price Lists -> Vendor Details

Above screenshot shows the converted Item Vendor from Sage 50 US (Peachtree) to Sage 300 ERP.

Note: All the master codes (i.e. Ship-To-Location, Terms Code, Item Number, Vendor Number and Account Number) displayed in above screenshots are mapped during migration as per client’s requirements.

After data migration from Sage Peachtree the field values of Sage 50 US (Peachtree) Item Vendor gets converted with the following mapping:

In this way, Sage Peachtree Item Vendors are migrated into target Sage 300 ERP company database.

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 data to Sage 100, Sage 300 and Sage X3 ERP 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 Sales Payment from Sage 50 US 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

In this blog we will discuss about the feature of mask structure. Mask structure is very useful feature in SAGE 300 ERP. We can defined “N” number of mask structure and can use for item/s. In mask structure we can pre-define / fix the structure of serial or lot with the combination of character and numeric value and the same mask structure can be tag with individual item wise.

New Stuff : Migrate Item vendor from Sage 50 US (Peachtree) to Sage 300 ERP

We can define mask structure in SAGE 300 ERP from the option Inventory Control –> I/C Setup –> Mask Structure (for this serialized and lot tracking module must be enable). Please refer below screen.

Once we freeze our mask structure, the same has to tag with specific item/s in item master. Tagging of mask structure will be available in tab Serial or lot in item master.  Once we defined / tag mask structure with item and we will do any transaction with specific item, then system will validate and auto generate serial or lot number at the time of transaction. Please refer below screen for more clarity.

In the above screen we can see system auto generate serial number of the item as per the received quantity. If we try to enter differ serial number than mask structure then system will show an error. Please refer below screen.

Also Read:
1. I/C Serial number Inquiry in Sage 300 ERP
2. How to assign unique serial Number to Individual Items in Sage 300 ERP Versions 2014
3. How to allocate a Serial and Lot number at Order Entry screen in 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.

We provide data Migration Services from Sage Business Vision 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 Sage Business
Vision to Sage 300 ERP.

In this blog, we will discuss about how Sage Business Vision AP Invoices (Summary) are migrated to
Sage 300 ERP using GUMU™.

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

Note: During migration process, we consider all Invoices which are not created using close order
as a summary type AP Invoice in Sage Businesss Vision.

Navigate through the below link to check the AP Invoice (summary) in Sage Business Vision.
Sage Business Vision -> Accounts Payable -> Open Items and Ctrl+N to create new summary Invoice. You can check all transaction’s records related to entered
vendor id in Inquiry tab.

Sage Business Vision AP Summary Invoice

As you can view, here we have referred the transaction of Vendor ‘OPTSYS’ and Transaction Number
‘0000203398’. To check the details of this invoice double click on highlighted invoice and select type as
Invoice in select list. As shown in below screenshot.

Sage BV AP Summary Invoice Details

Below are the screenshots of the converted summary AP Invoice into Sage 300 data.

Sage 300 AP Invoice (Summary)

Sage 300 AP Invoice (Summary)

Sage 300 AP Invoice (Summary)

Sage 300 AP Invoice (Summary)

Above screenshots shows, the converted AP Invoice (Summary) in the Sage 300 with the same details
present in Sage Business Vision.

After data migration from Sage Business Vision the field values of Sage Business Vision AP Invoice
(Summary) get converted with the following mapping,

AP Summary Invoice Field Mapping

In this way, Sage Business Vision AP Invoice (Summary) 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 A/P Payment Terms from Sage Business Vision to Sage 300 ERP
2) Migrate GL Transaction from Sage Business Vision to Sage 300 ERP
3) Migrate Item’s Unit of Measures from Sage Business Vision to Sage 300 ERP
4) Migrate Sales Invoice from Sage Business Vision to Sage 300 ERP
5) Migrate AR Payments from Sage Business Vision ERP to Sage 300 ERP

GUMU™ for Sage Business Vision 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 Sage Business Vision 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 Sage Business
Vision to Sage 300 ERP.

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

Let’s see how Purchase Payment Transactions are migrated from Sage Business Vision to Sage 300 ERP.
We had created an purchase invoice in Sage Business Vision with few Inventory Type Items and
made payment for the same. As a result, AP payment Invoice gets created in Sage Business Vision with
the Applied Invoice number and amount to it as shown in below screenshot.

We can view PO Invoice and AP Payment from the following path in Sage Business Vision:
Sage Business Vision -> Edit -> Accounts Payable -> Inquiry

Sage Business Vision AP Payment

After the data migration in Sage 300 ERP, follow the below given path to check the migrated Payment
transaction entry in Sage 300 ERP.
Go to Accounts Payable -> AP Transaction -> Payment Batch list and check for payment entry.

Sage 300 AP Payment

After data migration from sage Business Vision the field values of AP Payment gets migrated with the
following mapping.

Sage Business Vison and Sage 300 ERP fields mapping

In this way, Sage Business Vision AP Payments 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 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™ for Sage BusinessWorks 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.

New Stuff: Migrate Sage Business Works Company Database to Sage 300 ERP

In our previous blog we discussed about overall review of Sage BusinessWorks to Sage 300 migration. In this blog, we will discuss about how Sage BusinessWorks PO Invoice (Detail) is migrated to Sage 300 ERP (Formerly known as Accpac) using GUMU™.

Note: During migration process, we consider all Invoices which are created using reference of Sales Order as a detail type SO Invoice in Sage 300.

Navigate through the below link to check the Sales Order and Invoice records in Sage BusinessWorks.

To view Sales Invoice : Modules -> Order Entry -> Customer Enquiry -> Enter Customer ID and click on transaction check all transactions related to entered Custom ID.

Above screen will pop up after you navigate to check the transaction. As you can view, here we have referred the transaction of Vendor ‘Stan’s Cycllery’ and invoice number 5. To check the details of this invoice open this invoice in BusinessWorks.

To View Sales Order : Modules-> Order Entry -> Sales Order Inquiry -> Enter Customer ID

Note. We convert Sales Order of Status Closed as SO Invoice in Sage 300. While converting closed sales order, first we create shipment of it and then create Invoice from the shipment’s record. Below are the screenshots of the converted Sage 300 data.

Above screenshot shows the converted SO Shipment and Invoice (Detail) in Sage 300 as same details present in Sage BusinessWorks.

Note: The master’s codes (i.e. Ship-To-Location, Terms Code, Item Number, Vendor Number, Account Number) displayed in above screenshots are mapped during migration.

After data migration from Sage BusinessWorks the field values of Sage BusinessWorks SO Invoice (Detail) get converted with the following mapping:

In this way, Sage BusinessWorks SO Invoices (Detail) 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 PO Invoice (Detail) from Sage BusinessWorks to Sage 300 ERP
2) Migrate AP Invoice (summary) from Sage BusinessWorks to Sage 300 ERP
3) Migrate Open Sales Orders from Sage BusinessWorks to Sage 300 ERP
4) Migrate Vendor Notes from Sage BusinessWorks 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.

We provide data Migration Services from Sage Business Vision 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 Sage
Business Vision to Sage 300 ERP.

In this blog, we will discuss about how Sage Business Vision AP Credit Notes (Summary) are migrated
to Sage 300 ERP using GUMU™.

New Stuff: Migrate AP Invoice (summary) from Sage Business Vision to Sage 300 ERP

Note: During migration process, we consider all Credit Notes which are not created using close
order as a summary type AP Credit Notes in Sage Businesss Vision.

Navigate through the below link to check the AP Credit Notes (summary) in Sage Business Vision.
Sage Business Vision -> Accounts Payable -> Open Items and Ctrl+N to create new summary Credit Note. You can check all transaction’s records related to entered vendor id in Inquiry tab.

Business Vision Summary Credit Note

As you can view, here we have referred the transaction of Vendor ‘OPTSYS’ and Transaction Number
‘0000203399’. To check the details of this credit note double click on highlighted credit note and select
type as Credit Memo in select list. As shown in below screenshot.

Sage BV Summary Credit Note Details

Below are the screenshots of the converted summary AP Credit Note into Sage 300 data.

Sage 300 Summary Credit Note Details

Sage 300 Summary Credit Note Details

Sage 300 Summary Credit Note Details

Above screenshots shows, the converted AP Credit Note (Summary) in the Sage 300 with the same
details present in Sage Business Vision.

After data migration from Sage Business Vision the field values of Sage Business Vision AP Credit Notes
(Summary) get converted with the following mapping,

AP Summary Credit Notes field mapping

In this way, Sage Business Vision AP Credit Notes (Summary) 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 AP Payments from Sage Business Vision ERP to Sage 300 ERP
2) Migrate PO Invoice from Sage Business Vision to Sage 300 ERP Part -I
3) Migrate Item’s Unit of Measures from Sage Business Vision to Sage 300 ERP
4) Migrate Sales Invoice from Sage Business Vision to Sage 300 ERP
5) Migrate PO Invoice from Sage Business Vision to Sage 300 ERP Part -II

In our previous blog, Storing unique attributes of vehicle by VIN for automobile industry we had seen how we can store the unique attributes of a specific serial number in its serial optional fields. In the current blog we will see how we can auto insert the optional fields on serial numbers, when the serial number is generated.

New Stuff: Migrate AP Credit Notes (summary) from Sage Business Vision to Sage 300 ERP

Optional fields at the serial number can help to retain the information regarding the approver of the inventory, or the attributes of the inventory

Step 1: Adding optional fields in setup for item

Inventory control –> I/C Setup –> Optional Fields

Add the required optional fields as shown below

Step 2: Adding the optional fields on the item master of the serializable items

Inventory Control –> I/C Items and Price List –> Items –> Serials tab

Adding the optional at the item level will enable the system to auto insert the optional fields, whenever a new serial number is generated for a specific item.

Now when a purchase is made for the serializable item, then the system would show auto inserted optional fields

Information related to a specific serial number can be stored on these optional fields.

Also Read:

1) Feature of Mask Structure for Item Serial and Lot
2) Item Serial Registration
3) I/C Serial number Inquiry in Sage 300 ERP
4) Serial/Lot Number Stock Report
5) How to allocate a Serial and Lot number at Order Entry screen in Sage 300 ERP

A/R Distribution Codes screen is used to define codes to identify the general ledger Revenue, Inventory, and Cost of Goods Sold accounts to use in sales transactions.

Distribution codes are a quick method of specifying the revenue, inventory, and cost of goods sold general ledger accounts to which you post data from sales transactions.

New Stuff: How to attach Optional fields to serial numbers

You can define as many distribution codes as you need to represent the various combinations of general ledger accounts to which you post sales data.

You can also use distribution codes even if you do not use an Accounts Receivable item list. In this case, each distribution code identifies only a general ledger revenue account. When entering non-item transactions, you can either select the appropriate distribution code or select the number of the revenue account to use.

You also assign distribution codes to each invoice detail you enter in a recurring charge record.

In our last blog we learn how to setup distribution code & how to use it in AR transaction.USE DISTRIBUTION CODES TO SPEED UP DATA ENTRY in Sage 300 ERP

Now in this blog we will learn how to view the distribution data report.

“DISTRIBUTION CODE REPORT” help the user to view the AR transactions reports like revenue accounts, inventory account & cogs accounts. Any transaction can be viewed by just putting the distribution code.

Now let’s have a look how to view the distribution Transaction reports –>

Sage300 –> Intelligence Report –> Report Viewer –> Click –>

1. After selecting sales Master AR 3-4 (AE-SQL).
2. Click on run button.
3. Select period of transaction.
4. Now user can select multiple as well as single distribution code.

Now user can view the desired distribution transaction report with the help of intelligence report.

Also Read:
1) Date wise GL Transaction Listing Report
2) Order Entry Transaction flow in Sage 300 ERP
3) Default Settings for Invoices in Accounts Payable
4) General Ledger Revaluation in Sage 300

Sage 300 provides a provision to process multiple payments under single screen. Based on selection criteria user can see the list of Payment dues and after confirmation on the same user can process the Payments for all Bills

Path: Accounts Payable > A/P Transactions > Cerate Payment Batch

There are certain criteria’s based on that pending bills will be listed under register list. Please refer below process to complete this task successfully.

New Stuff:DISTRIBUTION TRANSACTION REPORT

• Select: In this tab user can provide details like Payment date, Batch Date, Bank for making payment, Bank Currency, Vendor Currency.

• Criteria: In this tab user can provide filter the pending bills based on multiple attributes like selection of document based on due date/Discount Date/ Due or Discount Date, Due on or before date, making payment for all pending bills, or only force listed bills, Vendor selection range.

• Exclusion: In this tab, the user can avoid a particular vendor from making payment.

•  Optional Fields: In this tab user can map optional fields (Additional information) which need to capture in this particular payment batch.

• After setting all above information, user need to click on Register button to get preview of listed pending bills along with amount which need to pay.

• User can verify the pending bills which need to be processed during this payment batch. And after that user can generate the Payment batch by clicking on Generate button.

• User can verify the payment batch with Vendor wise total payment amount and post it.

Also Read:
1. Accounts Payable Batch Status Report
2. How to Audit a Payable Clearing Account
3. Default Settings for Invoices in Accounts Payable
4. Default Settings for Accounts Payable Payments in Sage 300 ERP
5. Recurring Payables in Accounts Payable module of Sage 300 ERP

Do you have a successful eCommerce Storefront integrated with your ERP system? If your answer is “No” then this could result into all new set of Challenges in your online store. Often Business owner use e-commerce platform and ERP system separately and they miss out the benefits of an integrated system. Greytrix’s GUMU™ integration between Sage 300 and Magento eCommerce Solution can provide you with 360⁰ customer interaction and interfaces for seamless operations of back office and web store activities.

Integrating your web store with the backend Sage 300 ERP systems provides benefits like increased high order volume, reduced inventory cost with updated sales information, high customer satisfaction with less errors or delays and real time information flow.

Register Now

Date – 22^nd June 2016 | Time: 1:00 – 1:30 PM US Eastern Time

Webpage | Blog

See you in the Webinar!!

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.

We provide data Migration Services from Sage Business Vision 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 Sage Business Vision to Sage 300 ERP.

In this blog, we will discuss about how Sage Business Vision AR Invoices (Summary) are migrated to Sage 300 ERP using GUMU™.

New Stuff: Migrate AP Credit Notes (summary) from Sage Business Vision to Sage 300 ERP

Note: During migration process, we consider all Invoices which are not created using close order as a summary type AR Invoice in Sage Businesss Vision.

Navigate through the below link to check the AR Invoice (summary) in Sage Business Vision.
Sage Business Vision -> Accounts Receivable-> Open Items and Ctrl+N to create new summary Invoice. You can check all transaction’s records related to entered customer id in Inquiry tab.

AR Summary Invoice

As you can view, here we have referred the transaction of Customer ‘ACE’ and Transaction Number ‘0000203400’. To check the details of this invoice double click on highlighted invoice and select type as Invoice in select list. As shown in below screenshot.

AR Summary Invoice Details

Below are the screenshots of the converted summary AR Invoice into Sage 300 data.

Sage 300 AR Summary Invoice

Sage 300 AR Summary Invoice Tax Details

Sage 300 AR Summary Invoice Terms Details

Sage 300 AR Summary Invoice Amounts

Above screenshots shows, the converted AR Invoice (Summary) in the Sage 300 with the same details present in Sage Business Vision.

After data migration from Sage Business Vision the field values of Sage Business Vision AR Invoice (Summary) get converted with the following mapping,

AR Summary Invoice Field Mapping

In this way, Sage Business Vision AR Invoice (Summary) 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 A/P Payment Terms from Sage Business Vision to Sage 300 ERP
2) Migrate GL Transaction from Sage Business Vision to Sage 300 ERP
3) Migrate Item’s Unit of Measures from Sage Business Vision to Sage 300 ERP
4) Migrate Sales Invoice from Sage Business Vision to Sage 300 ERP
5) Migrate AR Payments from Sage Business Vision ERP 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.

We provide data Migration Services from Sage Business Vision 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 Sage Business Vision to Sage 300 ERP.

In this blog, we will discuss about how Sage Business Vision AR Credit Notes (Summary) are migrated to Sage 300 ERP using GUMU™.

New Stuff: Migrate AP Payments from Sage Business Vision ERP to Sage 300 ERP

Note: During migration process, we consider all Credit Notes which are not created using close order as a summary type AR Credit Notes in Sage Businesss Vision.

Navigate through the below link to check the AR Credit Notes (summary) in Sage Business Vision.
Sage Business Vision -> Accounts Receivable -> Open Items and Ctrl+N to create new summary Credit Note. You can check all transaction’s records related to entered customer id in Inquiry tab.

BV AR Summary Credit Note

As you can view, here we have referred the transaction of Customer ‘ACE’ and Transaction Number ‘0000203401’. To check the details of this credit note double click on highlighted credit note and select type as Credit Memo in select list. As shown in below screenshot.

BV AR Summary Credit Note Details

Below are the screenshots of the converted summary AR Credit Note into Sage 300 data.

Sage 300 AR Summary Credit Note Details

Sage 300 AR Summary Credit Note Tax Details

Sage 300 AR Credit Note Amounts

Above screenshots shows, the converted AR Credit Note (Summary) in the Sage 300 with the same details present in Sage Business Vision.

After data migration from Sage Business Vision the field values of Sage Business Vision AR Credit Notes (Summary) get converted with the following mapping,

AR Summary Credit Note Field Mapping

In this way, Sage Business Vision AR Credit Notes (Summary) 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 AP Payments from Sage Business Vision ERP to Sage 300 ERP
2) Migrate PO Invoice from Sage Business Vision to Sage 300 ERP Part -I
3) Migrate Item’s Unit of Measures from Sage Business Vision to Sage 300 ERP
4) Migrate Sales Invoice from Sage Business Vision to Sage 300 ERP
5) Migrate PO Invoice from Sage Business Vision to Sage 300 ERP Part -II

Sage 300 provides you with the provision of creating duplicate copy of Manufacturing BOM (Bill of Materials) in single click. In this blog you will know how to create the duplicate copy of BOM in details but before that we will know the exact definition on BOM from manufacturing point of view.

What is BOM (Bill of Materials)?

The Bill of Materials contains list of all parts, components including operations, resources, tools etc. to build a product. The BOM is basically defines for Finish Goods or Sami finish Goods. In that we can define for Item A (Finish Goods) what are the components (Raw Materials) required like RM1, RM2. Going further, the Operations required to produce Item A like Painting, Cutting etc. can also be defined in the Resources required for this. So whenever the user opens the BOM for any particular item then he will know the exact required entities for producing that item.

To know the details about the Bill of Materials kindly go through the below link:

Manufacturing and Sage 300 ERP

In the BOM screen every item contains the multiple BOM Numbers and each BOM having multiple Revision numbers so the multiple BOM Should be saved with new Revision but how can we copy same BOM with different Revision?

To incorporate this feature we have customize the existing BOM screen & simply add one new button called “Revised BOM”. (Refer the below screen shot)

BOM Screen:-

New Stuff: Migrate AR Credit Notes (summary) from Sage Business Vision to Sage 300 ERP

Once user will clicked on Revised BOM then new BOM will get created with new Revision number.

E.g. suppose User XYZ create new BOM with Revision 1.0 and BOM number 56200 with A,B,C,D different component with item 64.11.1917.05 now user keep BOM status Approved. Incase if user require to do some changes in same BOM then as per Revised BOM button functionality user will click on Revised BOM then Same BOM should be generated with Revision no 1.02.

Please Refer below Screen with new Revision 1.01:-

With the help of this customization, use will save their time in creating the duplicate BOM for another item.

Also Read:
1. IC/ Copy Bill of Material
2. BOM Setup for Manufacturing Company in Sage 300 ERP
3. Custom Bills of Material Report for Sage 300 ERP 2012
4. Discrete / Process Manufacturing
5. Raw Material Purchase Report

In our previous blog, we had discussed about how to create duplicate of Manufacturing BOM in single click from Manufacture BOM screen, in this blog we will discuss about how to create duplicate copy of manufacture order in single click.

Manufacturing order is a request for a new product or item, it also contains information and its component and operations so the user can define the child Mo also and system allow to create, Edit, and close particular manufacture order. User can only edit Existing MO but incase If MO status will be closed then user can’t do any changes for this Particular MO.

Manufacturing processes in a simple and practical way will help your business Competitive advantages:-

–     Easy to use manufacturing solution
–     Integrated Manufacturing Order

Sometime company required manufacturing functionality, but the requirement is not enough to propose a full manufacturing solution they required assembly transaction. But with the use of manufacturing and BOM they can create Assembly transaction. Incase if company required multiple transaction for same requirement then is it possible to copy same order again?

Create Manufacture Order in Sage 300 ERP–> navigate to Sage 300 –>Manufacture Order–>MF Transaction –> Manufacturing Order Entries and select item Number, Qty, BOM number, Production Area etc.

New Stuff: Create duplicate copy of Manufacturing BOM in Single Click

In this example, we have taken item no “64.11.1917.05 (FISHPLATE)”, ordered quantity “10” with 56200 BOM number and we will create Manufacture Order.

Now how can we Copy same Manufacturing order, Sage 300 ERP for manufacturing will provide solution for it using this functionality user can easy to copy Existing Manufacture order please Refer below screen:-

We will provide revised button once user click on Revised Mo then new MO should get created.

E.g. suppose User XYZ create new MO with BOM 56200 and A, B, C, D different operations with header item 64.11.1917.05 and user add same entry, now user click on Revised Mo button and NEW MO should get created with name of NEW-R1.

Also Read:
1. Advantages of ERP in Manufacturing Companies
2. Manufacturing and Subcontracting in Sage 300 ERP
3. Order Process for Manufacturing Company in Sage 300 ERP
4. Manufacturing Excise Report- Annexure IV for Labour Job
5. Manufacturing Excise Process

GUMU™ for Sage 100 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™ migrates open sales orders from Sage 100 ERP to Sage 300 ERP (Formerly known as Accpac).

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

We can view open sales orders from the following path in Sage 100 ERP:

Open Sage 100 ERP –> Modules –> Sales Order –> Sales Order Entry

Here we can see the purchase order information in different screenshots. In the above screenshot we can see the sales order information like SO Number, customer number, Order date, etc.

In the below screenshot you can see Item code, quantity ordered,quantity backorder,unit price,total amount etc.

You can create and view open sales orders from below path in Sage 300 ERP.
Sage 300 ERP -> Order Entry -> OE Transactions -> Sales Order Entry
The Sales order is converted from Sage 100 ERP to Sage 300 ERP as shown in below screenshot:

In “Total” tab, you can see Amount details highlighted in below screen –

Sales order field of both the ERPs are converted with the following mappings:

In this way, you can see the Open Sales Order of source ERP ( i.e. Sage 100 ERP) and after conversion target ERP (Sage 300 ERP).

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

In today’s blog, we will discuss about the Customer List Screen in the account receivable module which facilitates user to view Customer related information. It lists the customer master and its related records.

New Stuff: Webinar Invitation: Your Business “Always Available” with GUMU™ integration for Magento with Sage 300

To open the screen Open Accounts Receivable –> A/R Customer –> Customer List.

The below Screen will appear:

Here are some features of this screen:-

• You can filter the customer’s Records based on the criteria specified in the screen above.

• Using Process button you can Preview the filter records in Customer List report.

• Now further on double click we can see all the information for a selected customer from AR customer Inquiry screen.

• You can also filter the desired customers based on the optional field.

• You can include credit information on the report, such as customer credit limits or the amount of credit remaining for each customer.
• Save your selection criteria and other settings for reuse the next time you use the Customer List.So this screen helps to locate the customer information.Also Read:
  1. Customer Outstanding Report by Optional Field Value in Sage 300
  2. New Features in Customer Invoice correction Utility
  3. Migrate Customers Notes from Sage 50 CAD(Simply Accounting) to Sage 300 ERP
  4. AR Options — Customer National Account and Group Statistics — Include Tax in Statistics in Sage 300 ERP
  5. Knowing Pending Transaction In AR Customer Inquiry

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.

Sage 300 ERP has made beautiful use Template in the complete system. In this blog we will discuss the use of template field present in Payroll Employee form.

Sage 300 has provided template feature on Payroll Employee master screen which enable Sage 300 users to reuse existing employee details through pre-defined template while creating new employee.

If you select an existing template, Payroll automatically fills details default in to the template for the new employee in the respective fields, which the user can further change or edit.

New Stuff: – Migrate Open Sales Orders from Sage 100 ERP to Sage 300 ERP

Go to Payroll Employee –> Open Employee form. Enter new Employee number and press tab Template field get appears on form.

Now click on Finder place besides template field. It will open Finder screen with existing employee list.

Now here you need to select employee whose information you want to reuse for new employee. All the information except personal details of selected employee gets fill on form once you select the employee from finder.  I.e. Employee name, Phone Number, Address, Birth Date, Email Id will displayed blank.

Other details will get display as it is like cost center details, pay details, Taxes, Notes etc.

User can change or add any value in existing information if user want to.

So using this feature user can reuse the information of previous employee such as earning/deduction, pay, taxes etc. while creating new employee. This will make data entry easier and less time consuming.

Also Read:-

• How To Allow User To Enter The Timecards For Specific Payroll Employees
• Check out your Employee timesheet and Expenses with Sage 300 PJC
• Greytrix TDS with PJC Integration
• Contract Summary Report
• Project/Contract Maintenance in Sage 300 ERP

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.

Many organisations face difficulty in making decisions either to use multiple database for each cost centre/branches or one single for all the cost centre/branches. The pros and cons of both options are listed below which will help to make the right decision.

New Stuff: Use of Template field in employee master

Pros for Single Database:-

• More flexibility to extract the Consolidated reporting/ PNL easily

• Easy accessibility to all the data in a single database

• Single point of maintenance and faster new entity setup for new branch creation

• Less database Maintenance (IT perspective)

• Configuration done for 1 entity (Location) will be applicable throughout the database

• Credit Control for Customer and Vendor becomes possible at the group level

• Single payment entry for common vendor/customer is possible

• Minimal efforts will be required to create master data at any moment

• Uniform codification of master data like COA, Vendor Master, Customer Master Etc.

• No Duplication of Masters

• Inter-company transaction will be smooth

• Any Development need not have multiple instances

• Year End and Month End activities would be done in common.

• Save on implementation cost.

Cons for Single Database:-

• User Access security cannot be restricted at the Brach Level i.e. one branch user will be able to view data of the other branches as well.

• Branch and Branch related fields selection at every transactional level will be an added selection if customer/vendor is shared by multiple Branches

• In case you need balance sheet branch wise and if you do inter branch entries, you will need to create branch clearing accounts for each location.

• Investment in the High End Database server as the database size would be near about 7 times higher.

• Year End and Month End activities would be done in common. Once you close the month, it will be closed for all the branches.

• All Transactions will have a common document series.

Pros and Cons of Multiple database are reverse image of the Single Database mentioned above.

Consider all the pros and cons and make an appropriate decision which matches your organisation critical requirements.

Good luck in choosing the right approach for your organisation! For more details, you could visit Sage Software Solutions.

Also Read:-

1. Database Error 49153 in Sage 300 ERP
2. How to Access database Utilities with Non Admin User outside Sage 300 ERP V2016
3. Database Error 98 in Sage 300 ERP
4. Error while setting up Database configuration for Sage 300 portal setup
5. Database To Database Integration in SAGE 300 ERP

GUMU™ for Sage 100 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™ migrates open Purchase orders from Sage 100 ERP to Sage 300 ERP (Formerly known as Accpac).

New Stuff: Migrate Item Masters from Sage 100 ERP to Sage 300 ERP

We can view open Purchase orders from the following path in Sage 100 ERP:
Open Sage 100 ERP –> Modules –> Purchase Order –> Purchase Order Entry

Here we can see the purchase order information.In the above screenshot we can see the purchase order information like PO Number,Order date,Vendor No,Order status, Tax information etc.

In the below screenshot you can see Item code, quantity ordered,quantity backorder,unit price,total amount etc.

After migration process you can view open Purchase orders from below path in Sage 300 ERP.
Sage 300 ERP -> Purchase Entry -> PO Transactions -> Purchase Order Entry

In “Total” tab, you can see Amount details highlighted in below screen –

In this way, Sage 100 ERP Open Purchase order are migrated into target Sage 300 ERP company database.

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 customization, 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 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