Sage 100

v2018 Premium: I'm assisting another business partner with converting data from 50 (Peachtree) to 100 for one of his customers. The other BP is somehow certified to sell 100 despite knowing nothing about it. 300 (AccPac) is his specialty. Both he and the customer were told by the Sage sales rep that if they bought V/I, they can convert ALL the history they want; no limitations. I've explained how difficult it is to convert history, but my words are falling on deaf ears. The customer wants AR invoices and doesn't care about payment history. What is your opinion about importing AR historical/paid invoices directly into the AR invoice history tables? Knowing that those documents would not link to any other data in the system, is this an acceptable option in your opinion?

We don't ever import directly to historical files. We'll turn off integration, import to data entry, update, turn integration back on. We've seen disaster happen going directly to history. Sales Rep was right, they can convert all they want, just didn't tell them at what cost and headache! Good Luck!

I've imported directly into those files when combining companies in Sage 100. It doesn't do as much validation as the data entry files, though, so really scrutinize your test data to make sure it's all correct.

I walk away from these.

Just went through this nightmare with client doing the same thing. If you don't follow Wayne's advice, heed Nancy's and Beth's. Our client used an export to Excel. One of the major problems I encountered was that an export with any string field (customer name, line description, etc.)containing commas or quotation marks resulted in some messed up output lines. I had some cells in the export that actually contained data that should have been three separate lines of the spreadsheet. My advice would be export header information only AND only those fields you need.

On a few occasions I've imported into the Customer/Item Sales History file(s) to at least create 'summary' history.

I also avoid the ""15 years ago I used to be a partner for 100 but then Sage wanted too much money for certification so I dropped my certs but I have a couple customers. Could I pay you to support them through me?"". I get one or two of these type inquires each quarter. In the past when I've agreed, the relationship either turned into me providing unlimited free ""quick question"" support to the inexperienced consultant - which I suspect they then re-billed. Or, they brought me in on some nightmare engagement that they were over their heads on. I've found it's just better to shake hands and be friends and advise that you only work directly with the end user or the user/consultant can call Sage directly.

They should know the limitations up front of each option. like, if you import sales trx with inventory, and you're not integrated (which is a great way to get invoice history), you're also not updating inventory and the history of the items. And one report I can tell you Sage 50 users like is Item Sales by Customer. And if they DO have inventory, and it's FIFO, do you have to bring in all the inventory by tiers? Or would they accept it all having a value as of this date, which would throw off gross profit calculations when you sell it.

The only reason that I agreed to work with this person is that he was referred to me by one of my trusted referral partners. I've imported their master tables, but now I feel like I'm standing on the brink of something ugly. I *really* appreciate getting everyone's feedback on this. I think that I'll tell him he needs to find someone else to attempt importing history.