Migration

Question

We are implementing Sage 300 ERP on premises. Due to current situation, implementation taking longer than planned. The simple question is, how can we migrate current FY data back to January from our legacy Peachtree Quantum system to sage 300? 
 Comments from consultant are just that it is very hard and not recommended.

ettiennes · Accepted Answer

Doubt it. 
 It is a typical ETL process... extract, transform, load. First the relevant data needs to be exported/extracted from the source. Then the data needs to be transformed, this may or may not involve several steps, depending on what the source data looks like - I have no knowledge of Peachtree. Then finally the transactions can be loaded into Sage 300, either using the standard import functions (terrible to use) or by using the API (faster, but requires advanced knowledge).

Shane - Ascend Business Solutions · Answer

In > 95% of conversions from another system, the following data elements are brought over only:
1. Master records (Customers, Vendors, Items)
2. Open Payables
3. Open Receivables
4. Inventory Valuation (if required)

Occasionally, GL transaction detail is brought over in the form of opening balance / net change by period, but that's typically it.

Trying to re-create transaction history for AP or AR is not recommended (at least not by me).

I did a Peachtree conversion for a client in Florida and in addition to the info above, we created an extract of their Sales by Item table so we could report on historical sales by item / customer along with new sales transactions.

Sage 300

Migration

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