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

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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

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

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

Sage 300 AR Summary Credit Note Details

Sage 300 AR Summary Credit Note

Sage 300 AR Summary Credit Note Tax Details

Sage 300 AR Credit Note

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

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 ProSage 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


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