Available option to migrate AR customer into Sage 100 ERP

By | January 2, 2018

Our GUMU™ Migration Utility converts data from various legacy system to Sage ERP Systems such as Sage 100 (Sage MAS 90/200), Sage 300 (Sage Accpac ERP) and gives users a smoother data conversion experience.

In 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.

In this blog, we will discuss the number of ways to migrate the AR Customer from various source ERP to Target Sage 100 ERP. The source ERP can be Sage 50 US or QuickBooks,

The ways of migrating AR Customer into Sage 100 ERP are following below:

  1. Auto-number
  2. Same as source ERP

Generating AR Customer by Auto Number:

  1. Generating by numeric auto number: A numeric customer code will be generated automatically using the starting number and increment by any number that client define.
    Example: Numeric AR customer code can be generated using starting number 1000 and increment by 10. i.e. 1000, 1010, 1020… etc.
  2. Generate Auto Number by Name of initials: Customer codes are generated using the first three initials of its name and next three characters will be number.
    Example: Code for ‘Coastal Electric Company’ will be CEC001.
  3. Generate Auto number by Name: Customer codes are generated using the first three letter of its name and next three characters will be number.
    Example: Code for ‘Coastal Electric Company’ will be COA001.

Here we will discuss in detail how we migrate AR customer same as source ERP:

In Sage 300 the maximum length of customer code is ‘12’. So the first 12 character of AR Customer convert in Sage 300 ERP. If longer customer code exists then it will be truncated to 12 characters. If the result in duplicate customer code then results will append by 1,2.

Example: Code for ‘Coastal Electric Company’ and ‘Coastal Electronics’ will Coastal El-1, Coastal El-2.

About Us
Greytrix is 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.

Greytrix helps in migrating to Sage 100, Sage 300 and Sage ERP X3 from Sage ProSage 50 USSage 50 CA, Sage 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.