Sage 100

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  • 1.  Work Order to Production Management Particulars

    Posted 11-06-2025 09:33

    Hello All, I'm writing a blog about all the call-outs when migrating from Work Order to Production Management, including migration considerations and field mapping.  Has anyone experienced anything worth mentioning not listed below?

    Migration:

    Step 0000 in WTs - every work order in old version must have this step; must define step description (I use BOM header).  Prior to this, you may need to set up a work center and operation code to use in this step.
    Step 0000 in Routers - same scenario as above for router-to-template migration.
    Labor Scaling Method - converts as Templates per Parent vs. Parents per Template and needs to be fixed after migration
    Enhanced Scheduling Hours – may convert incorrectly and should be imported after migration
    Labor Budget and Scheduled Hours on Step 000000 - are zeroed out and should be imported after rmigration
    Cust #/Name on WTs made for SOs - some WTs may not display this information; since these fields are not in the WT header table, I created UDFs and populated them.

    Field Mapping:

    Work Ticket No. - exists only in the PM WT header table.  WT detail, WT step, etc. tables have only the WT key.
    Work Ticket Status Comment - in Work Order this was a single field in the WO header table, hence one value per WO; in PM it is a field in the PM Step table, therefore there can be one value for each step, i.e. multiple values per WT.  Migration tool populates every step with the WO header value.



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    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
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  • 2.  RE: Work Order to Production Management Particulars

    Posted 11-06-2025 10:05

    It's worth mentioning that certain older PM versions that originated with Scanco ( now Endpoint ) may require an intermediate step upgrade before going to the latest Sage 100 PM. For more detail - see this Higher Logic discussion thread.




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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Connecticut
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  • 3.  RE: Work Order to Production Management Particulars

    Posted 11-06-2025 10:50

    @Wayne Schulz good info.  I started out thinking this would just be a WO-to-PM blog, but it could be expanded to include PM-to-PM.



    ------------------------------
    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
    ------------------------------



  • 4.  RE: Work Order to Production Management Particulars

    Posted 11-06-2025 10:49

    If your data includes work orders that are linked to purchase orders, you will have to manually relink the purchase orders to work tickets after you convert the data.



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 5.  RE: Work Order to Production Management Particulars

    Posted 11-06-2025 10:52

    @Kevin Moyes that's a big one.  Thank you.



    ------------------------------
    Susan Pawlowic
    Sage 100 Solutions Architect
    RKL eSolutions, LLC
    spawlowic@rklesolutions.com
    (717) 735-9109 Ext. 4352
    ------------------------------



  • 6.  RE: Work Order to Production Management Particulars

    Posted 11-06-2025 10:53

    Any custom reports / customized forms / WO based queries need to be recreated.  There is no conversion.

    If you're upgrading the Work Order module to Production Management, run Work Order Purge to move closed work orders into the history files. 



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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 7.  RE: Work Order to Production Management Particulars

    Posted 11-07-2025 12:43

    I would also add review/update of all migrated posting accounts in Work Ticket Class Maintenance, Activity Code Maintenance and Department Maintenance, plus possibly having to create additional Departments and/or WT Classes depending on the desire to segregate WIP and/or Labor financial postings like how Operation Codes used to let us.



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    Amber Prayfrock, Blytheco
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