ERP Consultant Tip: HOW TO UPGRADE 4.xx to Sage 100 ERP 2014

As an ERP consultant who supports Sage 100 ERP clients, we get questions that we often share in our blogs when they are relevant to others. Today we got a question about upgrading from Sage 100 ERP 4.x to Sage 100 ERP 2014.

Question: I am on Sage 100 ERP (formerly MAS 90 and MAS 200) and we need to upgrade our workstations from 4.xx to the latest Sage 100 ERP 2104.  What is the best process for upgrading? 

Answer: First things first, always consult with your Sage 100 ERP consultant before getting ready to upgrade your Sage 100 ERP system.  Here are some steps to consider when preparing for this upgrade.

Sage ERP Consultant Tip: How to Upgrade from Sage 100 ERP 4.xx to Sage 100 ERP 2014

1. This will be a parallel install, you will leave the Sage 4.xx Workstations on the desktops until the v2014 are complete, tested and they go live with v2014, then you can remove the old workstation through control panel remove programs.
2. First setup a mapped drive from each of the Workstations to servername, assume you can use a mapped drive such as M://servername/Sage, this will give access to the install disk also so we can install the Efiling later and Crystal Reports if needed.
3. I always share the Sage folder on the server with everyone and gave it full rights, this has to occur to allow the user to access the MAS90 folder and run the program.
4. Once you map the Drive to the Sage Folder, going into the Sage 100 Standard folder, then into MAS90, then into WKsetup folder
5. Right click on the Setup.exe and run as Administrator
6. It may make you install some prereq software, if so click OK
7. Click the Next Button
8. Click Install Button
9. When it finishes click the Finish button
10. Suggest going to programs and doing a shortcut to desktop and rename Sage 100 ERP v2014, login and run with user and password.

Written by Mike Renner:  Partner of WAC Consulting and Owner at Computer Accounting Services, a  Sage 100 ERP consultantand support provider based in Indio, CA.

Mike is an expert on ERP and fund accounting and supports Abila Fund Accounting and Sage 100 ERP with over 25 years in the accounting software industry. Mike is also a Sage Certified Trainer and a recognized leader in the design, implementation and support of ERP systems, including Sage.

Specialties: Sage 100 ERP (formerly Sage MAS90/200), Abila Fund Accounting, QuickBooks Enterprise and Point of Sale VAR.