Available options to migrate Tax Masters into Sage 300 ERP

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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 300 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), Sage 50 CAD (Simply Accounting), QuickBooks. In this blog, we have taken the example of Sage Pro ERP.

New Stuff: User defined option to migrate Bank Master into Sage 300

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

  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 bank 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:

  1. Tax Initials:Tax Codes are generated using first three initials of company name and next three characters will be a number.
  2. Tax Name:Tax codes are generated using first N (N is user-defined value) characters of company name.


In this way, Sage 50 CAD Tax masters is migrated into target Sage 300 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 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.


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About the Author: AJ Amjad Khan

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