Available options to migrate Bank master into Sage 100 ERP

By | May 11, 2018

GUMU™ for Sage 100 ERP 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 100 ERP system through our various successful migration and integration solutions.

In this blog, we would discuss about the available options to convert Bank masters into Sage 100 ERP. We convert masters by using below mentioned methods from Sage 50 US (Peachtree), QuickBooks. In this blog, we have taken the example of Sage 50 ERP.

 New StuffUser-defined options to migrate Account masters into Sage 100 ERP

Now, we will discuss about migrating masters into Sage 100 ERP. Unlike Sage 50 every bank defined in Sage 100 ERP needs to have a bank code. In migration process GUMU allows you to generate bank codes for Banks using three methods:

  1. Auto Number:Numeric bank numbers automatically gets generated using a user-defined starting number and a user-defined increment.      Say for e.g. if you want to assign fist bank code as 1000 and next code should get generated by 10 then it would look like as 1010, 1020 and so on.
  2. Bank Initials:Bank numbers are generated using first two initials of company name and next three characters will be a number. For example code for “Bank of America” will be BA001 and “Bank of Australia” will be BA002.
  3. Bank Name:Bank numbers are generated using first N (N is user-defined value) characters of company name. For example code for “Bank of America” will be “BAN001” and “Bank of Australia” will be “BAN002” if a user selected first 3 characters of company name to be used.

In this way, Sage 50 Bank masters is migrated into target Sage 100 ERP company database. In our Next Blog we will discuss about another method of generating Bank Number.

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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.