User defined options to migrate Bank 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 the User-defined options to convert Bank masters into Sage 300 ERP. We convert masters by using below-mentioned method from Sage 50 US (Peachtree), QuickBooks,Sage Pro, Sage 50 CAD. In this blog, we have taken the example of Sage 50 ERP.

 New StuffAvailable options to migrate Bank master into Sage 300

In continuation of our previous blog here, we would discuss another method for Bank Number Generation referred as ‘User defined Mapping’. While performing migration process, we receive different requirement from clients to assign the specific numbering to Bank masters into in Sage 100 Company.

So in order to incorporate the custom numbering for Banks, we do send the template Bank number mapping sheet to our client before proceeding with the migration process. The format of the sheet is as below which contains the columns – Sage 50 Bank Number, Sage 50 Bank Name, Sage 300 ERP Bank Number and Sage 300 ERP Bank Name. We expect the filled sheet from client wherein he needs to fill their desired Bank masters code and their names as they want to get converted into Sage 300 ERP against the existing Sage 50 Bank details.

Once we receive the filled sheet from the client, we process them accordingly into migration and client’s desired Bank number gets assigned/created into Sage 300 and same gets assigned to their respective transactions.

In this way, Sage 50 Bank masters are migrated to target Sage 300 ERP company database.

About Us
Greytrix is a 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 helps in migrating to Sage 100, Sage 300 and Sage X3 from Sage ProSage 50 USSage 50 CA, Sage 50 Usage Business Works, Sage Business Vision, and QuickBooks, GP Dynamics.

For more information on 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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