Sage 300 ERP 2013: Best Practices for Upgrading to Sage 300 ERP for Customers


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The following slides will answer some common questions that you need to ask before upgrading to the latest version of Sage 300 ERP.

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Sage 300 ERP 2013: Best Practices for Upgrading to Sage 300 ERP for Customers

  1. 1. Sage 300 ERP Best Practices - How to Successfully Upgrade to Sage 300 ERP 2012
  2. 2. CPE Credit • In order to receive CPE credit for this session, you must be present for the entire session. – Session Code: C-130 – Recommended CPE Credit = 1 – Delivery Method = Group Live – Field of Study = Specialized Knowledge and Applications • Visit the Sage Summit Connect kiosks to enter CPE credit during the conference. #SageSummit
  3. 3. Introduction • Simon Millichip – Supervisor, Customer Support Sage 300 ERP • Tips and tricks on how to plan a successful upgrade to Sage 300 ERP 2012. Join this session to get the answers to the most common questions about upgrading, including: What pre-upgrade preparation do you need? How should you prepare your environment? What's the most effective way to perform the upgrade? What needs to be done after the upgrade? . • Follow Sage on Twitter: @Sage_Summit • Follow Sage 300 ERP Customer Support: @sage300erpcs #SageSummit
  4. 4. Successful Upgrade What does it look like? What can we check? Why is it Important?
  5. 5. Agenda • Environment preparation • Pre Upgrade procedures • Performing the upgrade • Post Upgrade procedures • Q&A #SageSummit
  6. 6. Environment Preparation Sage 300 ERP 2012 Compatibility • Verify Hardware Requirements • Verify the Database Platform • Verify the Operating System • Verify the Recommended Configurations
  7. 7. Pre Upgrade Sage 300 ERP 2012 Procedures • Back up your Databases • Obtain the Activation Codes • Review the Documentation -Sage 300 ERP 2012 Readme -Sage 300 ERP 2012 Installation Guide -Sage 300 ERP 2012 Update Guide
  8. 8. Pre Upgrade Review Custom Applications • Contact the Vendor or Developer - Is it supported on my environment? - Is it compatible with Sage 300 ERP 2012 - Are there any Product Updates required? - What are the steps involved in upgrading? - Do I need to prepare the data in any way for upgrade?
  9. 9. Pre Upgrade Review Custom Reports & Macros • Save/Backup any custom reports or macros • Review the update notice and refer to the AOM • Test the reports/macros in the upgraded version • Run the reports/macros prior to upgrade and compare
  10. 10. Pre Upgrade Preparing your Sage 300 ERP 2012 data • Run Day End Processing (If you use Inventory Control) • Post any open batches in A/R and A/P • Post any open batches in G/L • Check Data Integrity and correct any errors • Perform any pre-required upgrade steps on 3rd party modules • Print the Account Group Report (Optional) • Install and Configure Internet Information Services
  11. 11. Pre Upgrade Top 3 Tips Backup Perform a test upgrade Do not force through an upgrade
  12. 12. Performing the Upgrade Upgrade Steps for Sage 300 ERP 2012 • Uninstall the previous version of System Manager • Install Sage 300 ERP Programs • Install the latest Product Update • Enter License Information • Activate your data
  13. 13. Post Upgrade Procedures For Sage 300 ERP 2012 - Run Data Integrity for each module - Run selected reports to confirm information is the same - Back Up data
  14. 14. Post Upgrade Procedures For Custom Applications, Reports & Macros - Ensure any application runs as expected -For example if you use SageCRM you may need to re-install the integration component - Confirm Custom Reports & macros work
  15. 15. Q&A
  16. 16. Your Feedback is Important to Us! • Completing a session survey is fast and easy: Complete the survey on your mobile phone, laptop, or tablet through the Sage Summit mobile app. – IOS, Blackberry, or Android users may download the app from the at the App Store by searching “Sage Summit”. • Remember each completed survey is another entry for one of several daily prize drawings, including an Apple iPad! • Your feedback helps us improve future sessions and presentation techniques. • Session code for this session: C-130 #SageSummit
  17. 17. Contact Information • Presenter Contact Information: – Simon Millichip – – Twitter hashtag <@sage300erpcs> • Follow us @Sage_Summit – Use the official Sage Summit hashtag: #SageSummit • Don’t forget to use the Sage Summit mobile or web app for all your conference needs. Thank you for your participation.