Migrate from Sage 200cloud to Epicor Prophet 21

Sage 200cloud Nominal Accounts map directly to Epicor GL Account records via AccountCode. Sage enforces that Nominal Accounts cannot reference non-existent Departments or Cost Centres during import; we pre-load all Sage Departments and Cost Centres as Epicor GL Account segments or reference data first, then import Nominal Account records with the resolved segment references. GL Account type (revenue, expense, asset, liability, equity) maps from Sage's nominal account classification.

Sage 200cloud Departments and Cost Centres are imported first as Epicor GL Account segments or as reference data records depending on the Epicor configuration. These are required before any Nominal Account that references them. We extract the full department and cost-centre hierarchy from Sage's CSV reports and build the Epicor segment structure before any financial record migration begins.

Sage 200cloud Customer records map to Epicor Customer by CustomerID with address, payment terms, and nominal code assignments preserved. The 215-character Customer Email address limit in Sage 200cloud (Known Issue 8225) is detected during extraction audit; any email exceeding 215 characters is flagged as a pre-migration action item and either abbreviated or assigned to a customer admin for correction before import.

Sage 200cloud Supplier records map to Epicor Supplier using SupplierID as the dedupe key. Payment terms, bank details, and nominal code assignments are mapped faithfully. Suppliers with complex multi-bank-payment configurations in Sage may require a manual review step to ensure the Epicor payment method setup accommodates the original structure.

Sage 200cloud Sales Order headers, line items, and allocation quantities map to Epicor Sales Order and OrderDtl. We validate that the referenced Customer and warehouse records exist in Epicor before SOP import. Order dates, due dates, and status flags migrate. SOP order numbers are preserved in a custom field if Epicor's order numbering convention differs, to maintain the audit trail between Sage and Epicor records.

Sage 200cloud Purchase Order records map to Epicor PO Header and PO Release structures. Confirm Goods Received status from Sage is preserved in a custom field during migration. Any Sage records affected by Known Issue 8159 (extra blank columns in the POP form export) are detected during extraction and cleaned before loading into Epicor.

Sage 200cloud Stock Items must be imported in strict sequence: Product Groups → Stock Items → Opening Balances → Supplier Price Lists. We read the full product hierarchy from the Sage export and reconstruct it as Epicor Part records with PartBin and PartSite records for each warehouse location. Stock quantities from Sage opening balances map to Epicor PartBin on-hand quantities. Sage stock valuation methods are reviewed against Epicor's costing configuration (Standard, Average, FIFO) and mapped accordingly.

Sage 200cloud Bank Accounts stored as nominal records with bank-type flags map to Epicor Cash Flow account records. Opening balances, currency codes, and bank account reference numbers are preserved. Multi-currency bank accounts in Sage are reviewed against Epicor's currency configuration to ensure exchange rate handling is consistent after migration.

Sage 200cloud Fixed Assets tied to Nominal Accounts carry acquisition date, depreciation method, and net book value. Sage's depreciation schedule methods do not map one-to-one to Epicor Asset; we explicitly review the Sage depreciation method against Epicor's straight-line, declining balance, and sum-of-years options during scoping and select the equivalent Epicor method for each asset class. Acquired value and accumulated depreciation transfer as separate fields to Epicor AssetReg.

Posted Sage 200cloud invoices and credit notes are exported as historical transaction records via the reporting engine. Document references must match exactly or Epicor creates duplicate entries. We validate document number sequences from Sage against Epicor's AR numbering configuration before loading to prevent gaps or duplicates. Invoice-level tax amounts and distribution lines map to Epicor InvoiceDtl tax andGL distributions.

Sage 200cloud user-seat assignments tied to licensing tiers map to Epicor User records. We extract distinct users referenced on transactions and orders and reconcile by email match against the Epicor User table. Any owner assignment in Sage without a matching Epicor User is placed in a reconciliation queue for the customer admin to provision before record import resumes.

Sage 200cloud Product Groups establish the hierarchy that Stock Items reference. These map to Epicor Part Class records and must be imported before any Part records that reference them. The category structure is preserved so that Epicor's part classification reporting and inventory grouping remain consistent with the Sage source.

Sage 200cloud Nominal Budget records export alongside nominal transactions. We chunk budget rows into the same import batch as GL Account data, maintaining period-level granularity against the Epicor fiscal calendar. Sage budget versions map to Epicor Budget Code records with period-allocated amounts.