User defined 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 the User-defined options to convert Tax masters into Sage 300 ERP. We convert masters by using a below-mentioned method from Sage 50 US (Peachtree), QuickBooks, GP Dynamics, Sage 50 CAD. In this blog, we have taken the example of Sage 50 CAD ERP.

New Stuff: User-defined options to migrate Bank masters into Sage 300 ERP  

In continuation of our previous blog here, we would discuss another method for Tax code Generation referred as ‘User defined Mapping’. While performing migration process, we receive different requirement from clients to assign the specific numbering to Tax masters into in Sage 300 Company.

So in order to incorporate the custom code for Tax, we do send the template Tax number mapping sheet to our client before proceeding with the migration process. The format of the sheet is as below which contains the columns –  Sage 50 Tax Name, Sage 300 ERP Tax Number and Sage 300 ERP Tax Name. We expect the filled sheet from client wherein he needs to fill their desired Tax masters code and their names as they want to get converted into Sage 300 ERP against the existing Sage 50 Tax details.

Here we are taking an example for generating code for Tax Authority:

Once we receive the filled sheet from the client, we process them accordingly into migration and client’s desired Tax number gets assigned/created into Sage 300 and same gets assigned to their respective transactions.

In this way, Sage 50 Tax masters are migrated to the target Sage 300 ERP company database.

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.