Sage 100

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  • 1.  Opinion on Steps for OM Removal and Migration to PM System

    Posted 04-17-2024 16:09

    I have a client who is interested in testing removal of Operations Management and putting in Production Management instead, but only for one of their 30-something companies, along with a version upgrade. I wanted to check my plan with the team to make sure this looked like the safest route, because I've been over-thinking this. Please let me know if this seems reasonable or not:

    1. Install a staging Sage 100 Premium 2021 system.
    2. Migrate the system files and the one desired company from the live Sage 100 Premium 2021 system.
    3. Export/document all necessary OM setups and open work tickets, along with current WIP costs.
    4. Uninstall OM from staging Sage 100 Premium 2021 system.
    5. Install new Sage 100 Premium 2023/2024 with Production Management.
    6. Configure PM and enter/import open work tickets.

    Thanks in advance!



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    Amber Prayfrock, Blytheco
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  • 2.  RE: Opinion on Steps for OM Removal and Migration to PM System

    Posted 04-18-2024 09:08

    I JUST did this over the past weekend for a production upgrade and your steps are pretty much exactly what I did. There were some nuances to importing the open work tickets, especially if the client used step extended descriptions because PM uses the CI_ExtendedDescription table instead of the "steptext" table like OM does. The other step that you might want to add is to remove the component line items from SO_SalesOrderDetail. I used SQL to remove the lines where JT_ParentItem = "N" and JT_WTNum <> "". 

    I'll include the steps that Scanco provided on how to uninstall OM just in case it helps.

    1. Remove the JobOps data from all companies - This is performed from Company Maintenance

    2. Uninstall the J/T JobOps module from System Configuration (Uninstall button)

    3. Manually reinitialize the SY_ClassEnhancement.M4T file of the JT158 records

    4. From windows explorer - access the MAS_SYSTEM directory and remove the SY_158JobOps file (this holds JobOps Reg Keys and is not removed)

    5. From windows explorer remove any JTxxx directories - these sometimes linger

    6. From SY_Enhancement remove reference to JT or 158

    7. From SY_Module remove JT Module

    - Install all Sage 100 modules and any other custom enhancements/customizations into the current directory where MAS is installed. Doing the reinstallation of MAS puts all programs back to standard MAS.

    The SO Data files do not get reformatted to Standard MAS90. If this is an issue you can manually review the files in the data dictionary and remove fields referencing 158.

    You do not need to convert the data.

    Run the Custom Office utilities.

    NOTE\ADDITION:

    If they have no other 3rd Party installed in the Links directory remove everything except default.pvc.

    Run workstation setup again to each workstation to reformat the menus.



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    Kate Krueger
    Consultant
    MicroAccounting
    214.800.5555x553
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  • 3.  RE: Opinion on Steps for OM Removal and Migration to PM System

    Posted 04-18-2024 09:28

    Thank you so much, Kate!! This is all very helpful. I would've forgotten about the existing SO component lines until later so I appreciate your tips!!



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    Amber Prayfrock, Blytheco
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  • 4.  RE: Opinion on Steps for OM Removal and Migration to PM System

    Posted 04-18-2024 09:33

    @Amber Prayfrock I am also in the midst of doing this for one client, and quoting for the second client.  Between Step 5 and 6 will you be Migrating Data from the Staging System?  Kate's recommendations for cleaning up Sales Orders is helpful.  I will add that Purchase Order Links will also have to be manipulated.  In both of my clients cases, they don't use OM well; so they are closing all work tickets before we move to PM.  



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    Madeline Stefanou
    RKL eSolutions, LLC
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  • 5.  RE: Opinion on Steps for OM Removal and Migration to PM System

    Posted 04-18-2024 09:46
    Edited by Amber Prayfrock 04-18-2024 09:49

    Good point on the PO links! I also asked my client to see how much they could close before we start. I would be migrating after the removal of OM, the clean-up of SO/PO details and reinstall of base programs - between my Steps 5 & 6, yes. 



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    Amber Prayfrock, Blytheco
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