Upgrade Sage 50 to Sage 100
Sage 50 Resource Center

Guide for Upgrading Sage 50 to Sage 100

Upgrading Sage 50 to Sage 100 – Is it easy to upgrade Sage 50 to Sage 100? Honestly, there are many steps, and a lot of thought needs to go into the roadmap. We have successfully completed hundreds of upgrades from Sage 50 to Sage 100. The process beginning to end normally takes 90 to 120 days. If you are willing and experienced enough, there are parts of the upgrade from Sage 50 to Sage 100 that you can participate in to reduce the amount of time a certified consultant might be needed. Give us a call at “800-475-1047” to discuss assistance if you are considering upgrading your Sage 50 to Sage 100 or are already in the process.

 

Guide for Upgrading Sage 50 to Sage 100, Is it easy to upgrade Sage 50 to Sage 100, Convert sage 50 to sage 100, Data migration sage 50 to sage 100, Data conversion sage 50 to sage 100, Sage 50 to sage 100 upgrade, Sage 50 to sage 100 conversion, Sage 50 to sage 100 data migration, Sage 50 to sage 100 data conversion, Support for sage 50 to sage 100, Sage 50 to sage 100 support, Sage 50 to sage 100 information Guide for Upgrading Sage 50 to Sage 100, Is it easy to upgrade Sage 50 to Sage 100, Convert sage 50 to sage 100, Data migration sage 50 to sage 100, Data conversion sage 50 to sage 100, Sage 50 to sage 100 upgrade, Sage 50 to sage 100 conversion, Sage 50 to sage 100 data migration, Sage 50 to sage 100 data conversion, Support for sage 50 to sage 100, Sage 50 to sage 100 support, Sage 50 to sage 100 information

 

What is the first step when upgrading Sage 50 to Sage 100?

The first step to upgrade Sage 50 to Sage 100 is understanding the process. Now that you have made the decision to upgrade from Sage 50 to Sage 100 a critical roadmap is needed outlining the process because every business has needs varying solutions to solve pain points and overcome challenges. Sage 100 is feature rich, has powerful inventory and can be customized to grow with your business unlike Sage 50. Guidance on the correct process or accessories during the upgrade from Sage 50 to Sage 100 will increase your odds of a successful conversion from Sage 50 to Sage 100.

 

Can I automatically upgrade my company data and transactions?

The short answer is no. The reason there is no automatic process to take your Sage 50 and convert it for you to Sage 100 is not apparent when you just have a high level look at both programs. The first upgrade for Sage 50 may be to it to a recent version of Sage 50. Then extract the lists and transactions to excel. There they can be cleansed, as well as converting the sheets, records or tables to layouts that Sage 100 will accept. Then finally import into Sage 100 in the exact order Sage 100 requires and lastly proofed to verify the results are as expected. The primarily reason there is no automatic upgrade from Sage 50 to Sage 100 is because of the vast difference in data file structures and layouts between the two programs.

 

Data file structures what is the difference between Sage 50 and Sage 100

Let me further explain you see Sage 50 is a flat data file structure (defined as one large table with indexes for speed) and Sage 100 is more of a relational data base file structure (many files and tables for each list item, transactions and so on). The tables and record layouts are not designed using the same data base engines, nothing is the same size or number of fields used to store data, more specifically the record and table layouts. Lastly if you are technical enough to look under the hood you would see the tools used in Sage 50 as compared to Sage 100 are so very different.

 

Sage 50 vs Sage 100 data base engines

The Sage 50data base is Actian Zen. You can use help and search for data record layouts in Sage 50 to pull up the data table and record layouts. The data structure is built on 2 files the journal header and journal row with indexes build for various components.
Sage 100 uses Providex and the data base tables, and record layouts can be found by opening Sage 100, click Resources under Tasks (top left), then File Layouts and Program Information (bottom right). Sage 100 has many files that are used for each area of Sage 100 for example customers have (x) tables that are used to record and track customer information.

 

What information can be converted from Sage 50 to Sage 100

What most company’s convert are the following:

  • Lists – chart of accounts, customers, vendors, items, open sales orders and purchase orders
  • Opening balances – customers vendors inventory items bank reconciliation
  • Customer sales history is possible but tedious and time consuming
  • General ledger history for 7 years to provide comparative PL reporting
  • Optionally are open sales orders and open purchase orders

 

What does the Sage 50 to Sage 100 Implementation process look like?

This is the typical strategy to upgrade from Sage 50 to Sage 100 and the normal Sage 50 to Sage 100 implementation process. The process normally takes 90 10 120 days beginning to end.

Step 1: Review and clean up your Sage 50 data
Step 2: Complete discovery
Step 3: Sage 100 system parameters
Step 4: Training
Step 5: Testing
Step 6: Final Planning
Step 7: Cutover

 

How to clean up Sage 50 data before upgrading to Sage 100.

THE FIRST STEP IS TO CLEAN UP THE SAGE 50 LISTS

  • How to remove Unwanted Customers
  • Confirm the customer has no outstanding accounts receivable invoices
  • Mark the customer inactive
  • When to remove Unwanted Vendors
  • Confirm the vendor has no outstanding accounts payable invoices
  • Mark the vendor inactive
  • Unwanted Inventory items
  • Confirm the inventory items has no quantity on hand or value on the inventory valuation report
  • Mark the inventory item inactive
  • *this is to only bring over active customer, vendors and inventory items

 

THE SECOND STEP IS TO CLEAN UP SAGE  50 OPEN TRANSACTIONS

Review the accounts receivable aging report and complete/void/reverse/write-off any transaction you do not expect to be paid. You can also review for credits showing because a receipt is dated prior to an invoice.
Next, review the accounts payable aging report and complete/void/reverse/write-off any transaction you do not expect to pay. You can also review for credits showing because a check is dated prior to a bill.
Review the Inventory Valuation Report and resolve all negative inventory quantities and/or costs. Confirm quantities and values against the Item Costing Report.

 

THE THIRD STEP IS TO CONFIRM YOUR GENERAL LEDGER TRIAL BALANCE IS IN BALANCE

This is critical to start off on when you make the move to Sage 100. Review each of the subsidiaries and clean out other unneeded information when you migrate to Sage 50
Print the open sales order report with a starting date of 01.01.2010 (or previous)
If you need to specify a date to close the sales order, use the first day of your current period 1
Print the open purchase order report with a starting date of 01.01.2010 (or previous)
If you need to specify a date to close the purchase order, use the first day of your current period 1

 

THE LAST STEP IS TO REVIEW AND CLEAN UP YOUR SAGE 50 BANK RECONCILIATION

Clean up any outstanding deposits and checks you do not expect to clear the bank.
this is to only bring over transactions that you expect to use in the future in Sage 100

 

What is needed to implement Sage 100?

Kick off and Implantation Planning

Phase – 1 Installation & Setup

Install Sage 100 and Crystal Reports w/Demo Data
Setup Per Each Workstations Incl 30 min General Navigation Training
Business Discovery
Accounting

Setup Module Options
Common Information
General Ledger
Accounts Payable
Accounts Receivable
Bank Reconciliation
Bill of Materials
Business Insights
Paperless Office
Custom Office
Credit Card Processing
Visual Integrator
Sage Intelligence Report Designer Module
Crystal Reports (2 users)
Modernized Screens
Purchase Order
Sales Order
Inventory Management
DSD/ScanForce Multi-Bin Basic
And/or other accessories needed for Sage 100

 

Import Master Lists for Initial Testing**
General Ledger Chart of Accounts
Customers
Customer Ship-To Addresses
Customer Contacts
Customer Price Schedules
Sales Tax Codes
Vendors
Inventory Items
Bill of Materials

 

Phase – 2 Training & Preparation

Training Core Accounting
Common Information
General Ledger
Accounts Payable
Accounts Receivable
Bank Reconciliation
Testing

Train IM
Inventory Management
Bill of Materials
Testing

Train SO and PO
Purchase Order
Sales Order
Testing

 

Phase – 3 Final Imports – Launch

Final Data Import Lists Refreshed (Inv Items, Cust, Vend) ***
Data Imports for Opening Balances (GL Beg Bal, AR, AP, IM) **
Trial Balance – for 1 period end
Customers – open invoice number, date and balance due
Vendors – unpaid invoiced number, date and balance due
Inventory – Counts and value as of 1 period end
Validate Imports
*Forms (1 each check, Shipper, Std Invoice, PO, Work ticket – Per form)
*Reports (Simple modifications to existing reports)
Estimated Go Live Follow-Up Support
Review any Integrations

 

Sage 100 optional Modules:

 

Operations / Production Manager

Phase – Operations / Production Manager
Operations / Production Manager
Installation / Setup
Operations
Production Manager
Train Operations, Enhanced Scheduling
Operations
Advanced Scheduling
Testing

 

MRP / RMA / Work Order

Other Modules
Materials Requirement Planning
RMA Processing
Work Order
Testing

 

Sage 100 Payroll

Phase – Payroll
Discovery
Installation / Setup
Imports
Validate Imports
review of Payroll earnings – for 1 period end client to load
Training
Customization
Testing

 

Sage CRM

Phase – CRM

Discovery
Installation / Setup
Training
Customization
Testing

 

Job Costing

Phase – Job Costing
Discovery
Installation / Setup
Imports Jobs / Opening JTD Balances
Validate Imports
Training
Customization
Testing

 

Fixed Assets

Phase – Fixed Assets
Discovery
Installation / Setup
Imports
Validate Imports
Customization
Training

 

Custom Reports – Crystal or Sage Intelligence

  • Phase – Custom Reports
  • Discovery
  • Installation / Setup
  • Training
  • Testing

for Sage Timeslips Support

Find:

Guide for Upgrading Sage 50 to Sage 100, Is it easy to upgrade Sage 50 to Sage 100, Convert sage 50 to sage 100, Data migration sage 50 to sage 100, Data conversion sage 50 to sage 100, Sage 50 to sage 100 upgrade, Sage 50 to sage 100 conversion, Sage 50 to sage 100 data migration, Sage 50 to sage 100 data conversion, Support for sage 50 to sage 100, Sage 50 to sage 100 support, Sage 50 to sage 100 information

 

November 15, 2022 Sage 100, Sage 50 Comments Off on Upgrade Sage 50 to Sage 100

Sage 50 Multiple Warehouses

Pros and Cons of Add-ons for Sage 50 Multiple Warehouses

Compare Sage 50 multiple warehouse add-on software programs vs Sage 100 multiple warehouse features built in. Schedule a FREE discovery call then demo. Check in on Sage 50 upgrade promotional pricing and learn more about multiple warehouse capabilities.

 

Sage 50 single warehouse locations

Sage 50 multiple warehouses – Sage 50 has powerful Inventory Management but only has a single warehouse feature. So, is it possible to track inventory items in more than one warehouse location in Sage 50? Here are how some users manage inventory in Sage 50 when they need multiple warehouse information …

 

Sage 50 multi locations

These are the facts to consider when you have multiple warehouse locations you need to manage inventory items in multiple places either physical or logical warehouses. Sage 50 has a maximum capacity of one warehouse location and one bin location. Sage 50 inventory management does a great job of handling simple inventory, receipts, sales and profitability by customer and by inventory item.

 

Tracking more than one warehouse locations in Sage 50

Sage 50 Accounting does not have the features needed to manage multiple warehouses for a single business. To track an item in more than one warehouse in Sage 50 users often set up a unique item ID specifically for each warehouse. Meaning if you have 3 warehouses there would be 3 items created to track the movement of each single item.

 

Sage 50 single warehouse vs many warehouses

This suggested setup for Sage 50 inventory items in multiple warehouse locations can work if a business has a small number of inventory items they are managing. The challenge is when a business using Sage 50 has many inventory items and more than one warehouse location. In order to easily and accurately manage complex inventory consider upgrading Sage 50 to Sage 100. Because Sage 100 has multiple warehouse locations built in along with very scalable customer selling price management. For more information on converting Sage 50 to Sage 100 call to setup your free discovery call.

Learn more about Sage 50 vs Sage 100 HERE

 

What are the pros and cons of using a Sage 50 Add-ons to manage inventory?

There are add-ons to expand the number of warehouses that can be used in Sage 50. However, this means adding a second software system which becomes the primary inventory management system. Let’s look at the pros and cons of managing Sage 50 if you need multiple warehouse locations:

Advantages, disadvantages and key features:

  1. Managing 2 independent software systems
  2. Learning how to use multiple software systems
  3. Expenses of 2 software systems
  4. Duplicate data entry in 2 software systems
  5. Risk of data not transferring properly between the two systems
  6. Challenges of reporting when you need information pulled from multiple software
  7. This is the only way to get multiple warehouse capability when using Sage 50

 

What are the extra features found in Sage 100 inventory management when compared to Sage 50?

Sage 100 has:

  • Up to 99 years of history maintain up to 99 years of historical data in each module
  • Batch posting manage what gets updated and when you want to perform updates
  • Shipping module true shipping capabilities and fully integrated add-ons to track shipping status
  • Lot items track items that are either lot or serialized
  • Serialized Item Tracking & Costing If you need historical information for items you sold to customers or for warranty coverage on high value items
  • User Defined Fields allow you to customize data entry windows, perform calculations and mold inventory to fit your business
  • Track multiple Vendor part number, cost and delivery time for each inventory item
  • Warranty Tracking for items that are covered under warranty
  • Special sales offer specials on inventory items with expiration dates
  • Just in Time Purchasing Flexibility whether you buy, distribute, build or track to jobs
  • Sales Order Line items expected ship date field track expected ship date by line item on a sales order
  • Purchase order line items expected receipt date track expected receipt date by line item on a purchase order
  • Crystal reports allows you to create custom inventory management reports
  • Calculating Commissions to include single sales persons or multiple sales persons with split commissions and can be both calculated and posted automatically into accounts payable
  • Notes pop up notes and pictures can be added to inventory items in Sage 100
  • And many more the features found in Sage 100 inventory management are many more

 

Sage 50 multiple warehouse locations vs Sage 100 multi warehouse locations Learn Pros and Cons of Inventory management in Sage 50 vs sage 100 sage 50 multiple warehouses, sage 50 multiple locations, sage 50 multiple warehouse locations, sage 50 multi warehouse, sage 50 multi locations, sage 50 multi warehouse locations, upgrade Sage 50 to Sage 100, convert sage 50 to sage 100, is sage 50 outdated, pros and cons of Sage 50, pros and cons of Sage 100, is sage 50 out dated, compare sage 50 to sage 100, compare sage 100 to sage 50

 

How long does it take to migrate Sage 50 to Sage 100?

Migrating from Sage 50 to Sage 100 takes a bit of discovery then planning to determine how to convert from Sage 50 and successfully begin to use Sage 100. Once you determine that you have outgrown Sage 50 these are a few of the questions and considerations when migrating to Sage 100.

  • 60- 120 days is average beginning to end
  • Are you a start-up company a will you migrate existing Sage 50 company data?
  • Do you use inventory
  • Are you using bill of materials?
  • Count the number of active customers
  • Count the number of active vendors
  • Count the number of active inventory items
  • Do you charge sales tax?
  • How many ship-to addresses do you have for customers?
  • Do you use payroll?
  • Do you use job costing?
  • Would you use multiple warehouses?
  • Are you a distribution company?
  • How do you track your manufacturing?
  • Typically, how many open AP invoices are there at the end of each month?
  • Normally, how many open AR invoices are there at the end of each month?
  • How many open Purchase Orders do you find at the end of each month?
  • What is the number of open Sales Orders you have at the end of each month?
  • Would we use existing chart of accounts?
  • Do you want sales history from your current Sage 50 company file?
  • Will you need general ledger history for comparative financial statements?

 

What is the easiest way to upgrade Sage 50 to Sage 100 if you need more locations?

The good news about upgrades is it offers the ability to clean up all that old data that is weighing your current system down. The great news about data migrations from Sage 50 to Sage 100 is that the inventory in Sage 100 is so much more powerful that Sage 50. So, what information can easily be brought from Sage 50 to Sage 100?

  1. Lists
  2. Detailed Balances
  3. Open items

 

What about historical information from Sage 50 how does that work?

What about historical information that you may need from Sage 50 such as sales and general ledger balances for comparative statements?

This can be brought over but takes time and a good deal of clean up effort to manipulate the data from the Sage 50 format into the needed Sage 100 format to bring in into Sage 100. It can be done but is a tedious process.

 

Compare Sage 50 single warehouse to Sage 100 multi warehouse

When you need multiple warehouses and Sage 50 does not easily manage this consider…  the best long-term and most cost-effective option is to  consider upgrading to Sage 100. Sage 100 has the capability to easily track items in multiple warehouses including cost, vendor and inventory item counts, current stock, physical counts and more.

Compare Sage 50 to Sage 100 HERE:

So, what does Sage 50 inventory management include?

 

Sage 50 Inventory Management features

 Sage 50 inventory management allows you to streamline the inventory management process from ordering, tracking available quantities on hand and sales profitability in detail such as history of items sold to customers. The true cost of carrying inventory, such as storage, insurance and taxes, can have a significant impact on your business’s profitability.

 

Would you like to know your inventory turnover or which items are high-volume? Sage 50 Quantum provides the power to help your business analyze if there is too much inventory or not enough which can have impact of your financial information and company profitability.

 

What is included in Sage 50 Inventory Tracking and Replenishment?

One of the top features of Sage 50 is the ability for your business to maintain accurate Quantity on Hand information from demands on inventory from Purchase Orders and Sales Orders. Every business owner wants help in monitoring inventory levels. When inventory reaches a minimum level, Sage 50 Quantum can automatically create a purchase order to replenish inventory. Optionally you can create purchase orders from sales orders and invoices.

 

How many price levels are in Sage 50 Inventory and what are the Costing Methods?

Establish up to 10 different, customizable price levels per item and easily update your Sage 50 inventory item prices by a specific dollar amount or percentage. If you have price changes no worries you can apply a pricing change to a handful of items or everything in your inventory and can choose to round prices to a specific cent or dollar amount.

 

What are the features found in Sage 50 inventory management?

Quickly and easily get insight into the usage of your inventory and services. A customizable dashboard helps you process large quantities of information about a single inventory item or service at a glance. It enables quick research, comparisons, and decision making. Excellent for understanding quantities, usage, and assembly relationships.

  • Track items by bin location by establishing the bin information in the item master record
  • Serialized Item Tracking & Costing If you need historical information for items you sold to customers or for warranty coverage on high value items
  • Custom Fields allow you to maintain user defined information for each item in your inventory
  • LIFO, FIFO, Specific Unit and Average Costing methods to match your company costing method
  • Warranty Tracking for items that are covered under warranty
  • Quantity Discounting can be based on fixed amount or percent
  • Just in Time Purchasing Flexibility whether you buy, distribute, build or track to jobs
  • Assembly History Tracking only single level bill of materials can be easily managed. Quick to build items and un-built items
  • Viewing inventory items dashboard with additional inventory attributes using the inventory management center
  • Standard reports include items sold to customer, item profitability, stock status, shipment register and many more
  • Commission Tracking to include on sales commission reports total sales no commissions due can be calculated
  • Drop Shipments can be defined in Sales Order entry for each sales order
  • Master stock and sub item tracking for apparel matrix
  • Work Ticket Tracking Work tickets allow you to define a bill of materials that can be printed.

 

How do I upgrade my Sage 50 to Sage 100 for many locations?

Take Advantage of all the Sage 50 features built in let’s talk more so you can learn how 800-475-1047 Sage support Sage Timeslips Support

 

Learn more about how to upgrade my version of Sage?

#sage50multiplewarehouse #sage50multiwarehouse #sage50multiplelocations #sage50multilocations #sage50multiplewarehouses #sage50multiwarehouses, sage 50 multiple warehouses, sage 50 multiple locations, sage 50 multiple warehouse locations, sage 50 multi warehouse, sage 50 multi locations, sage 50 multi warehouse locations,

March 8, 2022 Sage 100, Sage 50 Comments Off on Sage 50 Multiple Warehouses

Sage 100 Cash Flow

Sage 100 Cash Flow

How to create a cash flow forecast using Sage 100

Sage 100 Cash Flow – This report may be required if you are looking at additional financing for your business or need to report to a board of directors or potential buyer. It is also useful for anticipating future cash shortfalls. After reviewing what makes up a cash flow projection, we will go through an example using data from Sage 100.

 

A Sage 100 cash flow projection consists of three main parts:

Sage 100 Cash Flow - How to calculate Sage 100 Cash Flow Forecast - Help Understanding Sage 50 vs Sage 100 and upgrading Sage 50 to Sage 100

 

In Sage 100 we have developed a crystal report that allows the selection of a single, range or all cash accounts.
We then define the end date of the first period as well as, the number of days included in each period.

 

Sage 100 Bank Codes for Bank Reconcilation. Need assistance with Sage 100 bank reconcilation          Sage 100 Accounts Receivable Accounts Payable Training

 

We can then specify summary, detail or none for both vendors and customer balances to be displayed and included. In addition, there is also the choice of using the invoice date or the due date for the period the balances are categorized in.

 

For purposes of this demonstration we will be using the ABC demo data in Sage 100.

The beginning cash balances can either be found in the general ledger or, if you are using the bank reconciliation module, from the bank code table.

The first piece of data we need is the current cash balances. For this we will go to Bank Code Maintenance in the Bank Reconciliation module. As you can see, we have four bank accounts with a total balance of $5,722.57 as of today.

Sage 100 Cash Flow Bank Account Opening Balances How to use Sage 100 Bank Reconcilation

 

Sage 100 Cash Flow

Most businesses will use the current outstanding customer invoices as the source of the expected cash receipts section. If the business has another source of cash that is not showing up in the current receivables this should also be included. Examples of these could be rents, royalties, or any kind of investment income.

This information is from the Sage 100 customer open invoice file. For this example we will assume that we receive the cash on the due date for the full amount of the invoice. The amounts are spread out into seven weekly periods with the last column for any amounts due past the seventh period. In this example we have chosen to display summary customer balances from Sage 100.

Sage 100 Accounts Receivable Expected Incomming Cash

 

Expected cash disbursements for most businesses come from two sources:

A) The outstanding vendor invoices
B) Payroll and related expenses such as taxes and benefits
As we mentioned with cash receipts, if there are any additional cash requirements not listed above, they should also be included. Examples of these may be loan or line of credit payments, recurring and automatic payments from your bank accounts.

This information is pulled from the Sage 100 vendor open invoice file. Like the customer invoices these are assumed to be paid on the due date in the full amount and are spread out over the same periods.
In this example we have chosen to display summary vendor balances from Sage 100.

 

Sage 100 Accounts Payable Expected Outgoing Cash Training and Support

 

As you can see from the summary at the bottom, each period shows the cash balance at the start of the period, then adds the cash receipts and subtracts the cash payments to arrive at the cash balance at the end of the period which is then carried over to the beginning cash balance for the next period.

Discounts are one additional consideration which may affect the amount of the receipt or disbursement to be expected. The invoice balances already recorded would generally be used for planning but if you offer early payment discounts to your customers or if your vendors offer them to you, these should be considered if they are normally taken or given.

Lastly the timing of the receipt or disbursement need to be addressed. Every invoice should have a due date associated with it. However, as mentioned previously, early payment discounts may provide enough incentive for someone to pay earlier than that date. In addition, although an invoice may have a net 30 days terms associated with it, it is not uncommon for the average time an invoice is paid to stretch a little. Most systems will keep track of the average days to pay by customer and vendor. This number, added to the invoice date, can provide a more realistic model if utilized.

 

Sage 100 Cash Flow Ending Balances Sage 100 Bank Reconcilation training classes

As we mentioned this is a simple scenario but can be modified to use the average days to pay rather than the due date or consider early payment discounts by showing payments due by the discount date.

For assistance with Sage 100 Give us a call 800-475-1047

www.jcscomputer.com Sage Timeslips support

June 16, 2020 Sage 100 Comments Off on Sage 100 Cash Flow
Customer Service
More
X