How AP invoice with Negative line is handled in Sage 50 US to Sage 300 ERP Migration

By | September 26, 2019

GUMU™ 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.

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

During data migration, there are certain scenarios that needs to be handled due to the differences in functionality between two systems. In this blog, we will discuss one such scenario i.e. how AP invoice with Negative line is handled in our Sage 50 US to Sage 300 ERP Migration.

New Stuff:  Migrate a negative quantity in Sales invoice from Sage 50 US to Sage 300 ERP

Let’s have a quick look at Sage 50 US Purchase invoice screen where in an invoice is displayed with a negative line.

Sage 50 US AP Invoice with Negative Quantity
Sage 50 US AP Invoice with Negative Quantity

In Sage 300 ERP, no negative amount can be entered. So to handle such invoices during migration, we convert the positive lines of the specific invoice as document type: ‘Invoice’ and Negative lines as document type: ‘Credit Note’. Then, a document with transaction type as ‘Apply Document’ is created in Sage 300 ERP using which the credit note is applied to the invoice. This process results in matching the total amount of the invoice in Sage 50 US with that in Sage 300 ERP.

Below is the screenshot of the above AP invoice after it is migrated into Sage 300 ERP.

Sage 300 ERP AP Invoice
Sage 300 ERP AP Invoice

Below is the screenshot of AP Credit Note.

Sage 300 ERP AP Credit Note
Sage 300 ERP AP Credit Note

Below is the screenshot of AP Apply Credit Note.

Sage 300 ERP AP Apply Credit Note
Sage 300 ERP AP Apply Credit Note

This is how an AP Invoice with Negative line in Sage 50 US is migrated into Sage 300 ERP.

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 helps in Sage ERP and CRM upgrades to the latest version and migration for Sage Intacct from Sage 300, Sage 100, Sage 50 and QuickBooks; for Sage 100, Sage 300 (Sage Accpac), Sage Enterprise Management (Sage X3) from Sage Pro, Sage 50 US, Sage 50 CA, Sage 50 Usage Business Works, Sage Business Vision and QuickBooks; for Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer

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