Sage X3 Fixed Assets - Implementation 

Prerequisite

Activity codes

Miscellaneous prerequisites

The Fixed Assets V5 folder:

  • It must belong to patch 9 at a minimum.
  • It must be an application folder.

X3 V7 folder:

  • It must not be a root folder.

In this application folder, it is necessary to:

  • have a "miscellaneous" link defined to the V5 application folder.
    SEEREFERTTO Refer to the documentation on the setup of Folders.
  • Have the Fixed Assets module activated, and to have validated this folder.
  • Have defined the receiving company and its sites. The Account Core Model of this company will have to be compatible with the contexts of the company of origin. In other words, an IAS ledger needs to exist in the Account Core Model of the receiving company, whenever at least one context of the company of origin contains at least an IAS/IFRS plan.
  • No context should be defined for the processed companies. In other words, a company can only be migrated once.This control is carried out upon execution of the processing.
  • The Fixed Assets activity codes (excluding the sizing activity codes) must have the same values as those of the folder of origin. This control is carried out upon processing execution.

Journal postings 

If the migration of journal postings is required, it is advised to define a specific journal type that will be recovered in the v.7 folder. This type of entry will be used to:
- easily find the entries originating from the migration,
- avoid duplicates, especially when the numbering of document type in the v.7 folder is prior to the v.5 folder numbering.

Dimension types

Before performing the migration processing, the correspondence between the dimension types of the v.5 (numbered from 1 to 9) and those of the ledgers of the Account Core Models for the v.7 needs to be set up for each migrated company.

Activity sectors

The SCT1 and SCT2 economic and geographic activity sectors become dimension types in V7. When submitting the processing, it is therefore necessary to specify the dimension types onto which this information should be copied, for each migrated company.