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Sage 200 Standard Online to Sage 200 Professional Migration Process

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Summary

Steps for the migration process

Description

NOTE: At present Sage 200 Standard and Sage 200 Professional 2021 R1 are In Sync – Defect Differences.

 

In Sync The products are in sync, including defect fixes.
In Sync – Defect Differences The products are in sync from a feature perspective however defect fixes have been provided for the Sage 200 Standard product and are not currently available in the Sage 200 Professional edition.
Out of Sync The products are out of sync from a feature and defect perspective. Do not upgrade.

Resolution

Pre-requisites

It is essential you check the important note section at the top of the article to check that the products are still in sync before you commence with any migration.

Migrating from 200 Standard to 200 Professional is a simple process, it is recommended you follow the below steps to prepare the data for migration:

  1. Remove any disconnected logins:
    • Click the cog at the top right of the program and select user login status
    • Disconnected logins will appear, select the user, select log off and repeat until no logins in list appear

      Tip: Shift & click can be used to select multiple logins in this list

  2. Verify data to ensure no anomalies are present.
    • Choose Period End Routines then Verify Data then Financial's then Nominal then OK, Record any values in the Notes
  3. Run the following reports to assist with reconciling after the migration:
    • From the menu select Suppliers, then Supplier Reports, then Payments Control, then Aged Creditors (Summary), change the Base date for Ageing criteria to 31/12/2999, select OK, record the value of the Grand Total, Close the report
    • From the menu select Customers, then Customer Reports, then Credit Control, then Aged Debtors (Summary), change the Base date for Ageing criteria to 31/12/2999, select OK, record the value of the Grand Total, Close the report
    • From the menu select Nominal, then Nominal Reports, then Financial Statements, then Trial Balance (Summary), select OK, record the total Debit or Credit column value, Close the report
    • From the menu select Nominal, then Nominal Reports, then Financial Statements, then Profit and Loss (MTD-YTD), select OK, record the value of the Net Profit / (Loss) from the left hand YTD column, Close the report
    • From the menu select Nominal, then Nominal Reports, then Financial Statements, then Balance Sheet (MTD-YTD), select OK, record the total value of the left hand YTD column, Close the report
    • From the menu select Cash Book, then Bank Account List, record the Balance and Balance in Account Currency for each Bank with a value
  4. Navigate to Sage Provisioning Portal and login with your Sage ID.
  5. Click down to site level for your site to see the list of databases.
    Image

    TIP:  Use  to expand if required

  6. Take a backup of the appropriate database or databases using the backup icon. Image 

    TIP:  Sage 200 Standard will carry out an overnight backup at 2am each morning this could be used if no work had been completed since this time.

  7. When the below message appears, click Yes.
    Image

    A message will appear at the bottom of the screen which reads This database has been marked to backup.

  8. The progress of the backup can be checked via the Processes list situated in the information panel as below.
    Image
  9. Once the progress reaches 100 and the status shows as Complete the backup will be finished.

    TIP: Backups can take an hour or more depending upon size.

How to download the completed backup

Any manual or overnight backups can be downloaded from the actions icons for that specific database.

  1. Click the restore button Image to display a list of overnight backups (Automated) and any that have been actioned manually (on Demand).
    NOTE: If you wish to use an automated backup, you will need to use the Copy Backup function first to move it into the on-demand section where it can be downloaded from. This process can take up to an hour.
    Image
  2. Download the backup from the appropriate section, if it is an overnight (Automated) backup you will see the message below.
    Image
  3. Follow the information from the above message and once the process is complete save the downloaded backup to local drive of the SQL server machine in preparation to upload.

    NOTE: This guide assumes you have already installed Sage 200 Professional and upgraded to the most recent version available.

Restore the backup to SQL

NOTE: We recommend the latest version of On Premise SQL Server with the latest service pack is used to guarantee compatibility.

  1. Open SQL Management Studio, then right click on Databases, then select Import Data-tier Application.

  2. Navigate to the extracted .bacpac file, then follow the wizard to complete the Import.

  3. Open Sage 200 System Administration, select Action from the menu bar, then Add New Company (help with this process can be found here).
Post migration checks
  1. Print this article and using the reports created from 200 Standard at the pre-migration stage fill in the tables.

  2. If the data does not reconcile follow the normal troubleshooting steps. Should these steps not resolve the issue Sage Technical Support can assist on 0845 111 5555.

    NOTE: We are unable to provide assistance with data that has been imported via third party applications.

Additional checks

Reconcile the number of records back to Sage 200 Standard, namely:

  • Customer records
  • Supplier records
  • Nominal accounts
  • Products / Stock items
  • Financial periods match back
Other considerations

Backup policy: As the customer is moving from a system driven backup it may be worth considering an agreed upon backup schedule / policy.


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