Available options to migrate Tax Masters into Sage 300 ERP

By | July 7, 2018

GUMU™ for 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 client in successfully implementing the new Sage 300 ERP system through our various successful migration and integration solutions.

In this blog, we would discuss about the available options to convert Tax masters into Sage 300 ERP. We convert masters by using below mentioned methods from Sage 50 US (Peachtree), Sage 50 CAD (Simply Accounting), QuickBooks, Sage Pro ERP, GP Dynamics. In this blog, we have taken the example of Sage 50 CAD ERP.

New StuffUser defined option to migrate Bank Master into Sage 300

Now, we will discuss about migrating Tax masters into Sage 300 ERP. Unlike Sage 50 every defined in Sage 300 ERP needs to have a Tax code. In migration process GUMU™ allows you to generate tax codes for tax using three methods which are mentioned below:

  1. Auto Number:Numeric Tax code automatically gets generated using a user-defined starting number and a user-defined increment.
    Say for e.g. if you want to assign fist tax code as 1000 and next code should get generated by 10 then it would  look like as 1010, 1020 and so on as shown below:
  2. Tax Initials:Tax Codes are generated using first three initials of company name and next three characters will be a number.
    For Example:
  3. Tax Name:Tax codes are generated using first N (N is user-defined value) characters of company name.
    For Example:

In this way, Sage 50 CAD Tax masters is migrated into target Sage 300 ERP company database. In our Next Blog we will discuss about another method of generating Tax Number.

About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services  to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East.

For more details on Sage 300 and 300c Services, please contact us at [email protected]. We will be glad to assist you.