Get current versions of Sage 100 or Sage 100 C
Please refer to the Sage Software Master Upgrade Project Plan before you begin and make a full backup of your system including data and Sage Software Installation
Back in those days the upgrades were in-line with data conversions, not migrations, up till 4.0 I believe. If I were going to upgrade someone from a 2.x or 3.x version of MAS 90 I would bring them to 3.72 prior to data migration. Also, I would re-build every file and re-sort before migrating from 3.72. Before you start you need to print off all the reports showing balances and again once you are complete to make sure the balances and data conversion went well. However, you still need to review and test every thing especially if you are a larger user of this system.
At a minimum print the following:
- General ledger trial
- Accounts Receivable aging report
- Accounts payable aging report
- Inventory valuation
- Payroll YTD earnings
- Purchases clearing report
- Open jobs
Any report that will help you measure at the end of the upgrade that it was successful
You also need to consider all system UDT and UDF’s that may need to be taken into consideration.
As well as custom forms and custom crystal reports these should be identified and set in place prior to the initial conversion and tested prior to the final or second conversion.
This is not a process you can do in a few hours if you do not know what you are doing and there are many other steps you may also need to consider so you have the complete picture.
Once you get to a more current version of Sage 100 or Sage 100C the upgrade process has been made much easier.
If you need assistance with this process reach out to us at 800.475.1047