Available options to migrate Tax masters into Sage 100 ERP

By | July 24, 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 100 ERP system through our various successful migration and integration solutions.

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

New Stuff: Available options to migrate vendor masters into Sage 100 ERP

Now, we will discuss about migrating Tax masters into Sage 100 ERP. Unlike Sage 50 every defined in Sage 300 ERP needs to have a Tax code. In migration process GUMU™ allows you to generate tax codes for tax using three methods which are mentioned below:

  1. Auto Number: Numeric Tax code automatically gets generated using a user-defined starting number and a user-defined increment.
    Say for e.g. if you want to assign fist tax code as 1000 and next code should get generated by 10 then it would  look like as 1010, 1020 and so on as shown below:Tax Auto Number
  2. Tax Initials: Tax Codes are generated using first three initials of company name and next three characters will be a number.
    For Example:Tax Initials
  3. Tax Name: Tax codes are generated using first N (N is user-defined value) characters of company name.
    For Example:Tax Name
    In this way, Sage 50 US Tax masters is migrated into target Sage 100 ERP company database. In our Next Blog we will discuss about another method of generating Tax Number.

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 ProSage 50 USSage 50 CASage 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.