{"id":17389,"date":"2018-01-03T04:30:40","date_gmt":"2018-01-03T04:30:40","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=17389"},"modified":"2024-03-20T06:55:15","modified_gmt":"2024-03-20T06:55:15","slug":"number-of-ways-to-migrate-ar-customer-into-sage-300-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/01\/03\/number-of-ways-to-migrate-ar-customer-into-sage-300-erp\/","title":{"rendered":"Number of ways to migrate AR Customer into Sage 300 ERP"},"content":{"rendered":"

Our GUMU™ Migration Utility converts data from various legacy system to Sage ERP Systems such as Sage 100 (formerly known as Sage MAS 90\/200), Sage 300 (formerly known Sage Accpac ERP) and give users a smoother data conversion experience.
\nIn our migration services we migrate GL masters and historical transactions, bank masters and opening balance, tax masters, AR masters and open receivables along with Transaction History, AP masters and open payables along with transaction history.
\nIn this blog we will discuss the number of ways to migrate the AR Customer<\/strong> from various source ERP to Target Sage 300 ERP. The source ERP can be Sage 50 US\/CAD, Sage Pro, QuickBooks, Sage Business vision, Sage Business Works.
\nThe ways of migrating AR Customer into Sage 300 ERP are following below:<\/strong><\/p>\n

    \n
  1. Auto number<\/li>\n
  2. Same as source ERP<\/li>\n
  3. By User defined mapping.<\/li>\n<\/ol>\n

    Here we will discuss in detail, the ways of generating AR Customer by Auto Number:<\/strong><\/p>\n

      \n
    1. Generating by numeric auto number<\/strong>: A numeric customer code will be generated\u00a0 automatically using the starting number and increment by any number that client define.\u00a0 \u00a0 \u00a0 Example<\/strong>: Numeric AR customer code can be generate using starting number 1000 and increment by 10. i.e. 1000, 1010, 1020\u2026 etc.<\/li>\n
    2. Generate Auto Number by Name of initials<\/strong>: Customer codes are generated using the first three initials of its name and next three characters will be number.
      \nExample<\/strong>: Code for \u2018Coastal Electric Company\u2019 will be CEC001.<\/li>\n
    3. Generate Auto number by Name: <\/strong>Customer codes are generated using the first three letter of its name and next three characters will be number.
      \nExample<\/strong>: Code for \u2018Coastal Electric Company\u2019 will be COA001.<\/li>\n<\/ol>\n

      Here we will discuss in detail how we migrate AR customer same as source ERP<\/strong>:
      \nIn Sage 300 the maximum length of customer code is \u201812\u2019. So the first 12 character of AR\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 Customer convert in Sage 300 ERP. If longer customer code is exist then it will truncated to\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 12 characters. If the result in duplicate customer code then result will append by -1,-2
      \n\u00a0 \u00a0 \u00a0 \u00a0Example: <\/strong>Code for \u2018Coastal Electric Company\u2019 and \u2018Coastal Electronics\u2019 will Coastal El-1,\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0Coastal El-2.
      \nNow, we will discuss the one more method i.e. User Define mapping:<\/strong>
      \nAccording to client\u2019s requirement, the migrated customer should be different, it neither like to\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 source data nor generate by auto number then client can provide mapping according to their\u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 \u00a0 requirement.
      \n\u00a0 \u00a0 \u00a0 \u00a0 Example:<\/strong> The template of mapping sheet in showing\u00a0 below:
      \nSo, these are the ways of migrating the AR customer from Source ERP to Sage 300 ERP.\"\"<\/a>
      \nAbout Us:<\/strong><\/span>
      \n      Greytrix<\/a>\u00a0is 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.
      \n      Greytrix<\/a>\u00a0helps in migrating to Sage 100, Sage 300 and Sage ERP X3 from\u00a0Sage Pro<\/a>\u00a0,\u00a0Sage 50 US<\/a>,\u00a0Sage 50 CA<\/a>, Sage Business Works, Sage Business Vision,\u00a0<\/u>QuickBooks<\/a>\u00a0<\/u>and MS Dynamics Great Plains.
      \nFor more information on migration solutions, please contact us at\u00a0<\/u>      erpmig@greytrix.com<\/a>.<\/u>\u00a0We will be glad to assist you.
      \nAlso Read<\/strong>:<\/strong><\/span><\/p>\n

        \n
      1. How to expand Item codes in Sage 100 ERP<\/a><\/li>\n
      2. Migrating\u00a0AP Credit Note from Sage 50 US to Sage 100<\/a><\/li>\n
      3. Migrate Item Category from Sage 50 CAD to Sage 300 ERP<\/a>Migrate A\/P Payments from Sage 50 CAD to Sage 300<\/a><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

        Our GUMU™ Migration Utility converts data from various legacy system to Sage ERP Systems such as Sage 100 (formerly known as Sage MAS 90\/200), Sage 300 (formerly known Sage Accpac ERP) and give users a smoother data conversion experience. In our migration services we migrate GL masters and historical transactions, bank masters and opening balance,\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-17389","post","type-post","status-publish","format-standard","hentry","category-sage-accpac"],"yoast_head":"\nNumber of options to transfer AR customers into Sage 300 ERP.<\/title>\n<meta name=\"description\" content=\"Our GUMU\u2122 Migration Utility translates data from legacy systems to Sage ERP systems, including Sage 100 (previously known as Sage MAS 90\/200) and Sage 300 (formerly known as Sage Accpac ERP), providing a smoother conversion experience.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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