How to Upgrade Sage 50 to Sage 100?
If you are looking for best features and good space to develop in your software, you need to upgrade sage 50 to sage 100. These both are are accounting software solutions that have been created for such businesses. Sage 50 is customized for small to medium-sized organizations, offering important features such as invoicing, budgeting, and inventory tracking. Likewise, Sage 100, which has been designed for bigger enterprises, offers advanced functionalities, scalability, and a broader suite of tools to manage complicated financial processes, inventory, and business operations efficiently.
User Navigation
This upgrade also brings along more tools for financial management. Likewise, careful planning is also important for a seamless transition without disturbing everyday tasks.
In this article we will take a look at the key steps involved in moving from Sage 50 to Sage 100, thus offering businesses a roadmap for a successful and effective transition.
The Information that can be Converted from Sage 50 to Sage 100:
Lists: Make sure of accurate migration of charts of accounts, customer details, item records, vendor information, open sales, and purchase orders.
Opening Balances: You need to pay special attention to vendors, customers, inventory items, and bank reconciliation data to maintain financial integrity throughout the transition.
Historical Data: When the customer’s sales history offers valuable insights, their extraction can be quite a smooth process.
Comparative Reporting: To retain a general ledger history for seven years to facilitate comparative reporting of profit and loss.
Optional Elements: To offer migrating open sales orders and purchase orders, if relevant to the business operations.
Upgrade from Sage 50 TO Sage 100
The following outlines the standard steps for migrating from Sage 50 to Sage 100 and details of the general implementation process. The complete transition generally spans a duration of 90 to 120 days from start to finish.
- Review and clean up your Sage 50 data.
- Sage 100 system parameters
- Training
- Final Planning
- Complete discovery
- Testing
- Cutover
To Clean Up Sage 50 Data Before Migrating to Sage 100
- Remove unwanted customers
- Make sure they have no outstanding accounts receivable invoices.
- Mark them as inactive.
- Remove unwanted vendors
- To confirm the absence of outstanding accounts payable invoices
- Mark them inactive
- Unwanted inventory items need to be verified for zero quantity on hand or value on the inventory valuation report before marking them inactive.
The main aim is to sustain only active vendors, customers, and inventory items.
Clean up Sage 50 Open Transactions
- Take a look at the accounts receivable aging report and take action for any transactions that are unlikely to be paid by voiding, completing, reversing even or writing off.
- Likewise, to check for credits attributed to receipts predating invoices. Likewise, assess the accounts payable aging report and take the required actions to void, complete, reverse, or write off transactions not anticipated to be paid.
- Also, review for credits linked with checks dated before bills.
- To conduct a complete examination of the Inventory Valuation Report, resolving any negative inventory quantities or costs.
- Verify quantities and values against the Item Costing Report for accuracy and consistency.
Confirm General Ledger Trial Balance is in Balance
- Before shifting to Sage 100, it is important to go through every subsidiary and remove any non-required details when moving to Sage 50.
- Print the report for open sales orders, starting from 01.01.2010 or earlier if required.
- If you have to set a closing date for sales orders, pick the first day of the present period.
- Likewise, also print the open purchase order report starting from 01.01.2010 or earlier if needed.
- When you need to set a closing date for purchase orders, select the first day of your current period.
Review and Clean Up your Sage 50 Bank Reconciliation
- Eliminate any lingering deposits and checks that you do not anticipate will be processed by the bank. This makes sure that the only transactions that are expected for future use are transferred to Sage 100.
Implementation of Sage 100
To Install and Setup
Install Sage 100 together with Crystal Reports and demo data. You need to Configure every workstation, offering 30 minutes of general navigation training.
- Set up module options, including:
- General Ledger
- Paperless Office
- Crystal Reports for two users
- Modernized Screens
- Sales Order
- Bill of Materials
- Sage Intelligence Report Designer Module
- Business Discovery
- Accounting
- Common Information
- Accounts Payable
- Accounts Receivable
- Bank Reconciliation
- Business Insights
- Custom Office
- Purchase Order
- Credit Card Processing
- Visual Integrator
- Inventory Management
- DSD/ScanForce Multi-Bin Basic as well as any other necessary accessories for Sage 100.
Import Master Lists for Initial Testing
- General Ledger Chart of Accounts
- Customer Ship-To Addresses
- Customer Price Schedules
- Customers
- Customer Contacts
- Sales Tax Codes
- Vendors
- Bill of Materials
- Inventory Items
Training and Preparation
- Training Core Accounting
- Common Information
- General Ledger
- Testing
- Purchase Order
- Train IM
- Train SO and PO
- Accounts Payable
- Accounts Receivable
- Bank Reconciliation
- Inventory Management
- Bill of Materials
- Sales Order
Final Imports and Launch
- Final Data Import Lists Refreshed (Inv Items, Cust, Vend)
- Data Imports for Opening Balances (GL Beg Bal, AR, AP, IM)
- Customers – open invoice number, date, and balance due
- Forms (1 each check, Shipper, Std Invoice, PO, Work ticket – Perform)
- Estimated Go Live Follow-Up Support
- Review any Integrations
- Trial Balance – for 1-period end
- Vendors – unpaid invoice number, date, and balance due
- Inventory – Counts and value as of 1 period end
- Validate Imports
- Reports (Simple modifications to existing reports)
Sage 100 Optional Modules
Let us take a look at the various Optional Modules:
Operation and Production Manager
- Phase – Operations / Production Manager
- Operations / Production Manager
- Installation / Setup
- Production Manager
- Operations
- Train Operations, Enhanced Scheduling
- Advanced Scheduling
- Operations
- Testing
MRP / RMA / WORK ORDER
- Other Modules
- Materials Requirement Planning
- Work Order
- RMA Processing
- Testing
SAGE 100 PAYROLL
- Phase – Payroll
- Discovery
- Validate Imports
- Installation / Setup
- Imports
- review of Payroll earnings – for 1 period end client to load
- Customization
- Training
- Testing
SAGE CRM
- Phase – CRM
- Installation / Setup
- Customization
- Discovery
- Training
- Testing
JOB COSTING
- Phase – Job Costing
- Installation / Setup
- Discovery
- Imports Jobs / Opening JTD Balances
- Training
- Validate Imports
- Customization
- Testing
FIXED ASSETS
- Phase- Fixed Assets
- Installation/Setup
- Discovery
- Imports
- Customization
- Validate Imports
- Training
CUSTOM REPORTS – CRYSTAL OR SAGE INTELLIGENCE
- Phase – Custom Reports
- Installation / Setup
- Discovery
- Training
- Testing
Conclusion!
For business, upgrading from Sage 50 to Sage 100 is a valuable step because it offers more functionality and efficiency. Careful planning, data migration, and user training are all part of the process. For the change to go smoothly, extensive testing and post-implementation support are important. The update promotes operational efficiency and growth by providing firms with cutting-edge tools for financial management and decision-making.
