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Sage Mas 90 / 200 - General Tips - Are You Ready for Sage MAS 4.0

  1. Review your list of company codes in Company Maintenance. Delete all company codes you no longer use, and do not wish to migrate to Sage MAS 4.0. You can delete all Sage MAS demo data company codes such as ABC, EEC, FDD, LWW, UWI, XYZ and SB1. You may also wish to delete backup and test copies of your data files (i.e. TST or BAK). You should back up these Sage MAS 90 data files to an archive tape or CD before deleting them.
  2. Review your Report Master reports, and delete those reports you no longer use, or do not wish to migrate to Sage MAS 4.0. Delete unused queries and one-time reports. Make a list of your production reports, and consider re-writing them in Crystal Reports or 4.0 Business Insights Reporter (Crystal Reports Wizard). Report Master will be retired in version Sage MAS 4.10.
  3. Review your Import Master import programs. You will need to re-create these imports in Visual Integrator since Import Master no longer exists in Sage MAS 4.0. If you have imports, but do not own Visual Integrator, you will need to purchase the V/I module.
  4. Review all your Crystal Reports form codes (i.e. Sales Order, S/O Invoice, Pick Sheets, Purchase Order, A/R Invoice and A/P checks). Delete any form codes you do not wish to migrate and re-compile in Sage MAS 4.0. You can delete the unneeded form codes using Report Manager.
  5. Review your Visual Integrator Exports and Import jobs. Delete any Visual Integrator jobs you do not wish to migrate to Sage MAS 4.0.
  6. Review your Sage MAS 90 User Codes, and delete any User Codes you will not need in Sage MAS 4.0. Security in Sage MAS 4.0 changes, so removing any obsolete user codes will assist creating your new Sage MAS security setup.
  7. Download and install the Sage MAS 90 3.71 GL-3053-T.exe patches from the Sage website Support section.
  8. The GL-3053 contains programs and Crystal Reports which verify your General Ledger does not have missing G/L accounts in GL5 (Transaction Detail file) and GL8 (Budget & History file), special or illegal characters in your G/L account number, and checks for Out of Balance source journals. Any of the above conditions will prevent you from migrating to Sage MAS 4.0 until the accounts or source journals are corrected.
  9. Review the Sage MAS 90 or Sage MAS 200 4.0 Supported Platform Matrix, and verify you have the required hardware configuration. The current SPM can be downloaded from the Sage Support website, or contact your Customer Representative at DSD Business Systems.
  10. Verify you have enough disk space. Sage MAS 4.0 will be installed in a separate directory as a parallel installation, and your data will be migrated or copied to the new Sage MAS 4.0 system. System Setup and Library Master require 150 MB, with 15 to 25 MB for each module, plus your company data files. To recover disk space, review the DSD Sage MAS 90 Tech Tip No. 20 “Recovering Hard Disk space from Sage MAS 90 and Sage MAS 200” on the DSD website ( http://www.dsdinc.com ). You may be able to recover significant disk space simply by deleting old company codes, and deleting all *.OLD Sage MAS 90 files.
  11. Confirm in Accounts Receivable Customer Maintenance that all customers who have tax-exempt numbers have a defined sales tax code or schedule. If a sales tax code is not defined, the tax-exempt number will be deleted during the upgrade/migration.

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