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Migrating from Earlier Versions

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Service Center data can be migrated from earlier versions at the same time that the standard Sage 100 ERP is migrated.   Here are the steps to follow for a successful migration to version 5.00.

 

1.Install the new version of Sage 100 ERP 2014 and all the product updates according to the instructions for a parallel installation.
2.Follow the important pre-migration steps that Sage Software recommends, including the analysis of inventory and general ledger, and the rebuilding of keyed files.
3.Install Service Center 5.10 before the migration.  This step is necessary.
4.Perform the migration of the system and company data according to the standard instructions.
5.Install Service Center 5.10 after the migration, but before conversion.
6.Start Sage 100 ERP 2014 and modify the roles to give your user access to the ASI Additions Control Panel on the Library Master Setup menu.  Do not attempt to unlock Service Center yet!
7.Run the level conversions from Company Maintenance.  This will convert your Service Center data along with all the other modules.
8.Unlock the Service Center module using the ASI Additions Control Panel.  Do this for all the companies you are planning to convert that have Service Center data to convert.

 

The next topic is the Setup Menu.