SAGE 500 Update User Testing Protocols

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Hi all - we're about to update SAGE 500 from v 2016 to v 2023.  Is there a format or template for testing modules (specifically Sales Order, Manufacturing, Inventory Mgmt, AP and AR), all of which are heavy with customizations?

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    I don't believe there are any Sage provided external tools for that.  I would suggest you involve an experienced partner who might be good at knowing what to look for.  A heavily customized environment would add yet another level of complexity.

    Recognize that you will need to go through a few upgrade utilities as there is no direct 2016 -> 2023 single upgrade.   For example, you may need the 2018 upgrade, followed by the 2021 upgrade, followed by the 2023 upgrade.  In general, a given upgrade will support the upgraded to version plus the previous 2 versions.  At what point(s) you test is also a decision.

    Sage 500 ERP had the following released versions as of this writing:

    2016

    2017

    2018

    2019

    2021

    2023

    2024

    The next planned release is 2026 which will likely arrive in the September/October 2025 time frame.  As each new version is released, Sage currently supports that new release plus 2 versions back.  So as of this writing, version 2024, 2023, and 2021 are currently supported (although 1099s may be supported for an additional release depending upon timings at Sage's discretion).

    Also keep in mind that various SQL Server version upgrades may be involved.  A qualified partner can also help out with such planning also.

  • 0 in reply to Ramon M.

    Thanks Ramon - yup, we are indeed going through each of these versions in our upgrade process.  Appreciate the insight to 2026 release, too!

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