Field help (MIG1INTIT)

Company

This phase is for the creation of the company defined in the transcoding.

The items generated by this migration are visible in the menu Setup / Organizational structure / Companies.

 The duration of the migration may be very long because it is proportional to the number of general and analytical accounting entries to recover. It is recommended to prune the Sage Intégrale closed fiscal years which are not to migrate to Sage X3.

Migrating the company creates the analytical axes(Setup / Organizational structure / Dimension types) and automatically assign them in the "Financials" tab of the company record, and during the setup of the analytical general ledger linked to the account core model. (Setup / Organizational structure / Ledgers). To correctly initialize the dimension types, it is necessary to relaunch the application after the migration of the company record.

 See the migration prerequisites.

 The Sage Intégrale dimension types remain dimension types in Sage X3:

• The titles correspond to the name of the dimension type in Sage Intégrale,
• the format is initialized by default at 20c,
• the Automatic creation check box is selected by default.

An additional "Other" dimension type is added for the analytical dimensions defined in Sage Intégrale that do not correspond to the concatenation of analytical centers.

Sites

This phase is for the creation of the sites defined in the transcoding.

The items generated by this migration are visible in the menu Setup / Organizational structure / Sites.

 The main site is identified as financial, warehouse, sale, purchase, etc., site.

Upon migration of the BOMs, a search of the default production site of the finished product is performed in the data of Sage Intégrale in order to identify the production sites. The work orders are migrated in the default production site of the finished product.

 See the "Documents" tab for more details.

Users

This phase is for the creation of the users defined in the transcoding.

The items generated by this migration are visible in the menu Setup / Users / Users.

 After the migration, these user codes are created with no passwords in Sage X3. Initially, to log on to the migrated company, it is necessary to use the number of the Sage Intégrale user or the "Admin" session. Be careful to set up a new password later on.

Route code

This phase is for the creation of the route codes defined in the transcoding.

The items generated by this migration are visible in the menu Setup / General parameters / Local menus / Sales module.

After the items have been migrated, remember to re-log, as the local menus are updated only after re-logging to the folder.

Statistical groups

This phase is for the creation of the statistical groups defined in the transcoding.

The items generated by this migration are visible in the menu Development / Data and parameters / Miscellaneous tables / Data.

• Product groups are recovered in the miscellaneous table 20.
• Product sub-groups are recovered in the miscellaneous table 21.
• Customer groups are recovered in the miscellaneous table 30.
• Customer sub-groups are recovered in the miscellaneous table 31.
• Supplier groups are recovered in the miscellaneous table 40.
• Supplier sub-groups are recovered in the miscellaneous table 41.

Customs reference

This phase is used for the creation of customs references which existed in Sage Intégrale but do not in Sage X3.

The items generated by this migration are visible in the menu Common data / Product tables / EU commodity codes.

Units of measure

This phase is for the creation of the units of measure defined in the transcoding.

The items generated by this migration are visible in the menu Common data / Common tables / Units of measure.

 All the units are initialized with the "Other" type, except for the "HRS" unit which is of the "Time" type. This is because, in Sage Intégrale, it is the only unit which is systematically a unit of time.