Sage 200 migration - Professional to Standard Online

Solution Properties

Solution ID:

200911094225503

Last Modified Date:

Tue Feb 21 08:28:35 UTC 2023

Taxonomy Path:

Case category//How do I...//setting up

Author:

[email protected]

Sage 200 migration - Professional to Standard Online - Compatible features

Process

The tables below outline features in Sage 200 Professional and the comparison to Sage 200 Standard Online. It is very important a user understands which features are available in the Standard Online variant and the differences, as certain features would mean a direct migration would not be possible.

If a user is using features which can't be migrated, we would suggest exporting data and importing manually into a blank Standard Online database. It's important to take these carefully into consideration as some aspects can be migrated, but in a more limited version.

CAUTION: The features and settings below are not exhaustive, there may be settings which are not listed below which a customer is making use of, it is a partners responsibility to check which features and settings that are currently being used and if migration is possible directly or with workarounds.

NOTE: Some settings in Professional are hidden in the Standard variant. It is important that that these settings are matched to Standard prior to Migrating, otherwise there could be issues down the line with processing or updates to the software.

TIP: If you are unsure of what some of these settings mean or their affects, please see the Sage 200 Professional help files for more info.

Unsupported Modules

Feature	Professional	Standard	Migration
3rd Party Add-ons	✔	✘	✘
Manufacturing	✔	✘	✘
Bill of Materials	✔	✘	✘
Project Accounting	✔	✘	✘
CRM	✔	✘	✘
Business Itelligence	✔	✘	✘

NOTE: Click on each section heading to expand

Nominal/System Settings

	Professional	Standard	Migration
Consolidation	Allows multi currency	Base currency	No -If using multi currency
Maintain Accounting Periods	Up to 20	Fixed at 12	No - if needing more than 12
Archiving	Available	Not available	No - If required
Split nominal postings between cost centres for Balance Sheet accounts	Available	Not available	No - If required
Nominal waiting postings	Available	No - Posted immediately or to deferred	No - If required
Intrastat Consolidation	Available	Hidden setting	No - if needing different to standard configuration
Transaction date validation	Available	Hidden setting, set to Acceptable	No - if needing different to standard setting
Accounting period validation	Available	Hidden setting	No - If needing different to standard configuration
Nominal account types	Posting, Group and Memo	Posting only	No - If required
Method of account creation	Available	Not available	No - If required
'Use specified', 'Cost centre', Department', 'Nominal Account Name' columns in Default nominal Accounts	Available	Not Available	No - If required
Cost of Sales Postings	Available	Not available	No - If required
Use batch postings [Nominal Account]	Available	Not available	No - If required

Sales Ledger

	Professional	Standard	Migration
Copy statements for head offices [Sales Ledger Settings] Head office & Consolidated billing [Customer account]	Available	Not available	No - If required
Automatically generate customer numbers [Sales Ledger Settings]	Available	Not available	No - If required
Finance charges [Sales Ledger Settings]	Available	Not available	No - If required
Payment terms - Account type [Customer account]	Open, Auto Allocate and Bal Forward	Open only	No - If required
Document messages	Available	Not available	No - If required
Sales ledger trading periods [Sales Ledger Settings]	Can change to use separate trading periods	Not available to change. Set as ‘Same as accounting periods’ and not visible.	No - If required seperate

Purchase Ledger

	Professional	Standard	Migration
Payment Groups [Purchase Ledger Settings]	Up to 10 amendable groups	Fixed number – 7. One group per type. Only description can be changed.	No - If using more than 7, match the seven to the defaults of standard.
Payment groups – Update column checkbox [Purchase Ledger Settings]	Available	Set and not visible	No - If required to be off
Payment groups – Summarise column checkbox [Purchase Ledger Settings]	Available	Set and not visible	No - Individual lines on bank rec
Automatically generate supplier numbers [Purchase Ledger Settings]	Available	No	No - If required
Account type [Supplier account]	Open, Auto Allocate and Bal Forward	Open only	No - If using Auto Allocate or Bal forward
Purchase ledger trading periods [Purchase ledger settings]	Can change to use separate trading periods	Not available to change. Set as ‘Same as accounting periods’ and not visible.	No

Stock Control

	Professional	Standard	Migration
Search categories [Stock Control Settings]	Avaialble	Not available	No - If required
Allow negative stock	Available	Not Available	No - If required
SO fulfilment method: From supplier direct to customer [Stock Control Settings]	Available	Direct to customer not available	No - If requring direct delivery
Integration with Nominal Ledger [Stock Control Settings]	Available	Not Available	No - If required
Cost of sales postings [Stock Control Settings]	Available	Not Available	No - If required
Batch / serial number tracking	Available	Not Available	No
Units of measure	More control	Single unit per stock item	No - If requiring more than single
Label printing	Available	Not Available	No - If required
Keep movement history [Product Groups]	Available	Not Available	No - If not wanting to track history on certain records
Use for sales trading [Locations (Edit Warehouse Details)]	Available	Not Available	No - If required

Invoicing and Orders

	Professional	Standard	Migration
Automatically generate order and return numbers	Available	Not Available	No - If required
Show the order number when order confirmed	Available	Not Available - On as default	No - If required to be off
Invoice and Credit Notes (numbering)	Available	Not available to change. Set as ‘Use separate sequences of numbers for invoices and credit notes’ and not visible.	No - If required
Allow amendment of analysis codes (Order Line Entry & Order Header Entry)	Available	Not available to change. Set and hidden setting.	No - If required
Allocate stock on order entry	Available	Not available to change. Set and hidden setting.	No - If required
Allow picking lists to be amended	Available	Not available to change. Set and hidden setting.	No - If this needs to be restricted
Update stock quantities (SOP Setting)	Available	Not available to change. Set to ‘Order despatch is confirmed’ and not visible.	No - If on invoice post is required
Order line despatching [Invoice and Order Settings]	Available	Not available to change. Both options set to ‘Confirm with Goods Despatched…’ and not visible.	No - If required
Add directly to the sales ledger [Invoice and Order Settings]	Available	Not available to change - set on	No - if require to post to pending file
Print order acknowledgements	Available	Not Available	No - If required
Use/Edit exchange rates [Invoice and Order Settings]	Available	Not Available	No - If required
Show items on documents checkboxes [Invoice and Order Settings]	Available	Not available to change. Set and hidden setting.	No - If required
Intrastat – Include entries based on [Invoice and Order Settings]	Available	Not available to change. Set to ‘Invoice date’ and not visible.	No - If require on despatch date
Enter New Order - Trade counter [SOP]	Available	Not Available	No if require Trade Order Entry
Automatically generate order and return numbers [POP Settings]	Available	Not available	No - If required
Allow amendment of analysis codes (Order Line Entry & Order Header Entry [POP Settings]	Available	Not available to change. Set and hidden setting.	No - If required
Include in accruals checkboxes [POP Settings]	Available	Not available to change. Not set and hidden setting.	No - If required
Update stock cost prices (section) [POP Settings]	Available	Not available to change. Set to ‘Allow prices to be updated when goods are received’ and ‘Use order exchange rate’ and not visible.	No - If required
Match Invoices And Credit Notes To [POP Settings]	Available	Not available to change. Set to ‘GRNs, orders & returns’ and not visible.	No - If required
Disputed invoices [POP Settings]	Available	Not Available	No - If required
Allow processing of unauthorised orders [POP Settings]	Available	Not available to change. Not set and hidden setting.	No - If required
Automatically print copy orders [POP Settings]	Available	Not available to change. Not set and hidden setting.	No - If required
Include entries based on: (radio buttons) [POP Settings]	Available	Not available to change. Set to 'Invoice date' and hidden.	No - If required
For delivery direct from supplier [POP Item Line]	Available	Not available	No - If required
Confirmation method [POP Item Line]	Available	Not available	No - If required
Accrual Nominal Posting Details [POP Accruals]	Available	Not available	No - If required
Display order lines marked for direct delivery [Confirm Goods Received]	Available	Not available	No - If required
Print labels [Confirm Goods Received]	Available	Not available	No - If required

NOTE: Custom reports and attachments cannot be migrated.

Once you have ran through this article and are confident the customer can migrate, follow this article for the preliminary migration steps.