Greytrix under its brand name “GUMU™”, a Sage Certified migration solution for Sage 100 ERP (aka Sage MAS 90/200) has developed a range of migration utilities which assist in data migration of Sage ERP and Sage CRM solutions.
Currently, we migrate data at FIXED COST for Masters and Open Transaction as well as Complete History to Sage 100 ERP from QuickBooks and Sage 50 (Peachtree).
As part of our migration process, we ask users to fill in a mapping sheet with details of how they would like their customers/vendors/items/etc numbered/named in Sage (MAS90/200) 100 ERP from QuickBooks, Peachtree, etc.
Many times there are situations where a customer may miss changing codes or had provided a wrong code and realizes this later after migration. For e.g. as per mapping sheet, we had assigned code ITM001 to Item name ‘Standard Keyboard’ which was supposed to be as ‘IT0001’. As a result “Re-migration of Inventory module” to correct this will be a time-consuming process.
To overcome such issues, customers can utilize the Sage 100 screen named as ‘Delete and Change Items’ under Inventory Management. It allows deleting the items from Sage 100 Companies and to change the existing Item’s code in Sage 100 ERP.
The change option helps to change the Item Numbers quickly and all information, including transactions, will be associated with the new Number in all modules of Sage 100.
Several operations which are included in this utility are explained in below procedure;
- In Sage 100 ERP, go to Modules>>Inventory Management>>Utilities>>Delete and Change Items.
- Select the Delete and Change Items option and a screen will get displayed. Select the Change Tab in the Screen
- In the Starting Item Code column, select the Item Code which you want to change to the desired Item Code. (E.g. If I wish to change the Item Code ‘ITM001’ to the Item Code ‘IT0001’).
- In the Ending Item code column, you can see that the particular selected Item Code will automatically get selected.
- Now enter the new Item Code in the New Item Code column. For e.g ‘IT0001’ and Click on ‘Proceed’ Button. You will get a window, click on ‘Yes’ button to proceed further.
- The printing, the message will pop up on screen. You can select the printer and click on ‘Print’ Button for printing the screen of Item Change.
- After closing the report screen, another window will pop up which will ask you to continue with the process or not. Click on ‘Yes’ Button for reflecting the changes made into the Item code.
- After completing the changing code procedure, it will ask to print the ‘Change Items Log’. Select the printer and click on ‘Yes’ button for printing the Log.
- After printing the log you will get the window, which will ask to clear the change Item Selection Criteria or not. Click on YES to clear it or NO to save the criteria.
Thus, the old Item Code will get replaced by the new one and this change will get affected at the transaction level as well.
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 have some unique solutions of Sage 100 integration with Sage CRM, and Salesforce.com along with Sage 100 Migration from Sage 50 US, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide.
For more details on Sage 100 Services, please contact us at sage@greytrix.com. We will be glad to assist you.