Sage 100

When upgrading from Sage 100 4.5 to v2014 does all data entry need to be posted prior to the migration. Client is most interested in not having to post all of their Sales Order Invoice batches. TIA

I have run into some clients who just refuse. I give them the disclaimer that Sage says it's a no-no and move on. The only issue I have ever seen is where there is a credit card deposit on the order. Because of the Sage Exchange changes, it doesn't seem to like the auth codes and caused errors for me. We had to wipe all the credit card tables, and default cards for AR Customer. Other than that all the open batches came across fine.

I would do a test but I think you should be ok. Business framework to business framework updates are pretty forgiving. But testing is important.

Thanks @MichelleNichols and @JimWoodhead . That 's very helpful.

In my experience if it's business framework to business framework then the data entry files come over. But as the others have said it's good to test.

Thanks @JohnKerr!

Those data entry files will come over as they're sales order and you can definitely run the journals and update.

There must be a conversion since the CC info is in a different file (no longer in the header)/

I agree that CC information would be a problem. this client doesn't have CC information in the invoices. Thanks Beth.

Good point @BethBowers and lucky there were no CCs in the invoices

I'm with @MichelleNichols - we don't guarantee it and if it screws something up -- -unless we've priced that possibility -- they're looking at a change request with added cost. Don't back yourself into a corner where the customer claims you ""promised"" and then you spend 8 hours re-converting.

What I have often done in order to avoid pricing an upgrade at a premium just because something might happen -- is tell the customer that I'll run the initial test - if everything looks good it's going to be $ x. If we have problems (such as on a 3.71 to 4.x or an inventory conversion -- then we will have a conversation about options and cost). Most customers who are reasonable are very ok with that. I have one now where the 3.71 conversion wasn't clean but I didn't want to price it before I ran a test migration. They paid the extra to clean the GL balances.