Sage 50 to Sage 200 Upgrade - Frequently Asked Questions:

What are the key differences between Sage 50 and Sage 200?
What will happen to my existing data?
How long does a typical upgrade project take?
Is there anything I can start preparing now?
What will the upgrade cost?
Next Step?


What are the key differences between Sage 50 and Sage 200?

Here are a few of our favourites:

Period Ends Periods can be open, closed and re-opened as required.

Nominal Codes & Analysis. The flexible Nominal code structure includes cost centres and departments and there is a wide range of available analysis codes throughout the system to help with management reports

Currency Handling Foreign currency transactions can be entered throughout the system utilising spot rates, period rates or a combination of both.

The flexible Project Accounting Module is a highly configurable costing and analysis module, designed for companies who want to analyse costs and profit by project.

Stock can be stored in multiple warehouses or bins

Stock Traceability batches or serial number can be recorded and tracked

Price Book allows you to easily manage prices and discounts across your customer base

The sales and purchase order options allow you to create an order process to suit your company from customer enquiries, sales orders, purchase orders, receipts, deliveries and invoicing.

A single user licence for Sage CRM is included in the Sage 200 suite and can help with many aspects of your customer relationships, tracking all types of communication with your customers and linking to the data stored in the accounts module.

Amendability – we can add fields, change screens or develop a complete module. This is our customer’s favourite.

For further details of the features and benefits of Sage 200, please go to our download section for the Sage 50 to 200 Upgrade, Project Accounting and Sage CRM Brochures.

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What will happen to my existing data?

A data checking and migration tool will quickly transfer your Sage 50 data into Sage 200.

However, some companies choose to set up a new database so that they can take full advantage of new Sage 200 functionality. Using export and import tools, required data can be transferred while removing historic data that is no longer valid.

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How long does a typical upgrade project take?

This varies greatly depending on the modules used and the complexity of your requirements. A typical upgrade project has three phases:

Sage 200 Review to check your requirements and agree how you will use Sage 200.

Test upgrade your data so that you can use Sage 200 in a test environment, arrange training and consultancy and test how it will be used.

Live upgrade to transfer your data and start to use Sage 200.

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Is there anything I can start preparing now?

Yes.

Document all the key tasks you do in Sage 50

Document all key tasks completed outwith Sage 50, perhaps using excel or an external database, especially any areas where input is duplicated.

List all the documents and reports you use now and want to use in the future.

Note any business developments you have planned

The above information will be used as a checklist when you review Sage 200 and can be developed into a training and implementation plan.

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What will the upgrade cost?

Again this varies depending on the modules required and your requirements. Items to consider are:

  • Software Licence Cost
  • Training and Consultancy
  • Software Development if required

Sage offers a trade-in discount when you upgrade from Sage 50 to Sage 200.

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Next Step?

Come along to our Free Migration Workshop. Check our Events section for the next date or get in touch to arrange a one to one discussion about your requirements.

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