Sage 100

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  • 1.  We have a client who is insisting on upgrading wit

    Posted 04-21-2015 16:55
    We have a client who is insisting on upgrading within a month from Sage MAS 200 4.5 to Sage 100 Advanced ERP 2015, and from Sage CRM 7.2b to Sage CRM 7.3. They are using the core, distribution and manufacturing modules, including BM, WO, RMA AND MRP. They also have many Crystal Reports, UDF's and VI jobs. My concern (that I have strongly expressed to the client) is that Sage 100 ERP 2015 was just released and I have no idea if there might be any bugs. Has anyone bit the bullet and installed Sage 100 ERP 2015 and/or Sage CRM 7.3? If so, what were the results? If not, any thoughts? (other than my client is crazy) Thanks foy any feedback.


  • 2.  RE: We have a client who is insisting on upgrading wit

    Posted 04-21-2015 17:18
    A 3-option proposal helps a lot here. We do fixed-price upgrades, but we offer the customer 3 options to do it. The lowest option includes just the base upgrade, base report conversion, etc. It requires work during the day, and has a very short support period (like one day to confirm the basic functioning). No onsite (all remote). Specify support responses to be no shorter than 4 hours (you have other customers ...). It meets the definition of ""upgrade"" only barely. In this case, next option would include a ""sandbox"" upgrade. Use a virtual image (yours or theirs) to install the upgraded system. Now you walk through with the customer to test all elements of the system. They sign off, so any further bugs are not on you. You then upgrade the production during working hours. The third option includes the sandbox, the lets the customer choose to upgrade overnight or a weekend. Include all support for, say 2 or 4 weeks. Smother him in care. charge him for the security. We price the 3rd option at ~3x-4x the base, with #2 in the middle, but closer to #3. The beauty of this is that the customer gets to pick his poison, and you can, with clean and legal conscience charge him an arm and a leg for support if he chooses one and the gamble doesn't pay for him. I think crm v7.2 is compatible with sage 100 2015. If so, do NOT upgrade them together. CRM is on its own server - treat it as a separate puzzle.


  • 3.  RE: We have a client who is insisting on upgrading wit

    Posted 04-21-2015 17:28
    Give them a price to do it now, a price to do it in x months when the reported issues are more well known. 4.5 to 2015 doesn't scare me all that much. To me the biggest hassle has been re-writing IM reports that were build on old changed IM tables. You won't have to worry about that here.


  • 4.  RE: We have a client who is insisting on upgrading wit

    Posted 04-21-2015 20:28
    I've got Sage 2015 going in live on Thursday night. Test period has been productive with little issue. They are also going from 4.5, so we ran into the workstation paperless office driver problem, but we would have had the same issues with 2014. The CRM would make me nervous. I was speaking with @SamanthaKnigge today and we found that 7.2 is compatible with patch G (we think), but that has not been tested on our end.


  • 5.  RE: We have a client who is insisting on upgrading wit

    Posted 04-22-2015 08:05
    Thanks all for your suggestions. Michelle, did this installation include distribution and manufacturing modules?


  • 6.  RE: We have a client who is insisting on upgrading wit

    Posted 04-22-2015 09:25
    Just BoM, and MA no WO or JC or MRP