How to prepare data and credit cards for upgrade. Error in CI_SageExchangeProcessing for Sage 100

Description

• Before moving data to the new server to migrate into a new installation, the data set must have utilities run in the old system to prevent errors from occurring during the migration and conversion process.
• How to prepare data and credit cards for upgrade.
• CI_SageExchangeProcessing has encountered an error during conversion. Error 13, 12, 88, 80, 112 or 117 is referenced in the log file for CI_SageExchange failed conversion

Disclaimer

Backup Warning
Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions.

Cause

It is highly recommended that history in excess of 7 to 10 years be purged if possible for all modules. Bringing in an excess amount of years of data can result in errors during conversion. It is imperative that all steps be completed in their entirety to get the data as clean and prepared for the conversion into Sage 100.

Resolution

• Verify Sage 100 is at the minimum level required for Conversions:
• Sage 100 2013 must have PU6 or above
• Sage 100 2014 must have PU2 or above
• Sage 100 2015 must have PU1 or above
• Prep Process:
• Logon to Source Version and verify full version
• From Menu bar click on Help, About MAS 90, MAS200
• Validate that the version is at the minimums required for upgrades:
• For 4.30 must be at a minimum of 4.30.0.18
• For 4.40 must be at a minimum of 4.40.0.1
• For 4.50 must be at a minimum of 4.50.0.0
• Open Library Master, Main, User Maintenance
• Note the Roles assigned to the User account that will be doing the migration/conversion
• Open Library Master, Main, Role Maintenance
• Select from lookup the Role assigned in User Maintenance
• For Tasks, Security Events, and Module Options verify that full access to everything is granted
• Make necessary changes and exit Role Maintenance
• Open Library Master, Utilities, Rebuild Key Files
• Press the Ok button to the warning message
• Enter Company Code, Module Code, press enter for the table list to populate
• Select All, Proceed
• Repeat for each company that will be migrated to Sage 100
• Open Library Master, Utilities, Rebuild Sort Files
• Press the Ok button to the warning message
• Select Module Code, enter Company Code, Proceed
• For any prompts that come up the answer is always Yes
• Open Library Master, Utilities, Analyze & Relink Files
• Press the Ok button to the warning message
• Select Module Code, Company Code, All, Proceed
• Open Accounts Receivable, Setup, Payment Type Maintenance
• Go through the Payment Types defined and delete any invalid Types that are no longer associated with a valid Merchant and Processor ID
• Open Library Master, Main, Company Maintenance
• Select the company code that will be migrated and click on the Preferences tab
• Press the Credit Card Encryption button
• Warning: Any changes will impact your customer credit card numbers. Verify that no credit card processing is in progress. Do you want to continue?
• Press the Yes button once verified no processing is currently being done
• Choose one of the following actions for the credit card data
• To RETAIN Credit Card data from Company Maintenance
1. Press the Generate Key button
2. Do you want to create a new public key? Yes, Accept
3. You have changed the public key for company XXX. All customer credit card numbers for company XXX will be re-encrypted with the new key. Verify that no credit card processing is in progress. Do you want to continue? Press Yes, Accept in Company Maintenance and exit
• New public keys are stored in system files. If you are re-migrating a company, you will also need to re-migrate system files after generating a new public key.
• To RETAIN only specific data and remove expired credit cards complete the following
4. Open Accounts Receivable, Utilities, Clear Credit Card Information
5. Select Clear Expired Credit Cards
6. Enter Clear Credit Cards Expired on or Before desired date
7. Select Clear Credit Card History
8. Enter Clear Credit Card History Dated on or Before desired date
9. Select Clear Credit Card Settlement Report Records
10. Enter Clear Credit Card Settlement Report Records posted to G/L on or Before desired date
• To DELETE Credit Card Data from Company Maintenance
11. Press the Delete Key button
12. Deleting the public key will also delete all customer credit card information for company XXX. This process is irreversible. Do you want to continue?
13. Press the Yes, press Accept in Company Maintenance and exit
• To DELETE any other data that may exist do the following
14. Open Accounts Receivable, Utilities, Clear Credit Card Information
15. Select Clear Expired Credit Cards
16. Enter Clear Credit Cards Expired on or Before desired date
17. Select Clear Credit Card History
18. Enter Clear Credit Card History Dated on or Before desired date
19. Select Clear Credit Card Settlement Report Records
20. Enter Clear Credit Card Settlement Report Records posted to G/L on or Before desired date
• Credit Card Dataset Prep Process Completed
• Proceed with Parallel Migration
• Proceed with Conversion

Support

If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.