Fixing Repaired Maintenance Records – Sage 50

Fixing Repaired Maintenance Records – Sage 50

Fixing Repaired Maintenance Records – Sage 50

If any of your Sage 50 maintenance areas have been damaged (Customers, Vendors, Inventory Items, etc) you may need to add in the missing information.

When files are damaged they lose the information in the correct fields.

When DataSoft repairs your Sage 50 files, we create a new record and try to fill in information from other transactions.  Most of the field information is not available so it needs to be added.

This information is mostly cosmetics fields including mailing address, default G/L Account ID, phone numbers,  etc.  We always correct balances and transactions for damaged maintenance records.  So the accounting portion of the dataset will be correct.

We are also unable to retrieve the original ID’s.  (Customer ID, Vendor ID, Inventory ID, etc).  ID’s are stored only in the maintenance record field.

How to fix the missing maintenance data:

When we create the missing maintenance records we set their ID’s to XXX- or ZZZ-. Look for maintenance records with those IDs.

Use can use the change Change ID button on the top of the maintenance screen to change the ID.

Update any field information on the maintenance screen to the correct information. Please beware of default G/L accounts that are located on different tabs on the screen.

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Create a Sage 50 Backup

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Create a Sage 50 Backup

Make sure the company you want to backup is currently open in Sage 50.

From the Top File Menu click Backup

If you are performing a regular backup make sure Include archives in the backup and Include attachments in the backup are check.

If you are sending the backup to DataSoft for our Data Services Uncheck the Including archives in the backup and Include attachments in the backup.  We don’t need those additional areas unless your technician instructs you to do so. 

The example below illustrates sending the backup to DataSoft.  If your backup is for another purpose, check all boxes.

Make sure you include your Company name in the Backup Filename. Also include some brief descriptions of the purpose of the backup along with a date.

Make sure you write down the backup file location. You will need this later to upload this file.

When you are finished click Save to create your backup file.

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Before initiating a restore of your company data, it is crucial to ensure that you have a current backup of your company’s information. The restoration process will overwrite all existing data, and once this has been done, the overwritten data cannot be retrieved.

This is why we strongly recommend creating a new backup before restoring from an older one. This precautionary measure can help safeguard your data against potential loss during the restoration process.

To initiate the restore process, navigate to the top file menu and select the ‘Restore’ option.

Select the backup file you wish to restore.

If you have received the backup from DataSoft make sure you navigate to the location where you saved your download.

Here we have a choice of restoring to the existing company or create a new company from the backup.

Chances are you will select Overwrite existing company data.  

If you choose to create a new company, the restore process will create a new company and leave your existing company alone.  This is useful if you wish to retain the old companies data or want to create a sandbox company to experiment with.

Most of the times you will just need to restore the Company Data.

If you selected Create a new company using the restored data in the prior step, you should check all the options.

Verify the locations and make sure everything is correct.  If not, go back and correct your restore options.

This is a confirmation screen to verify that you wish to continue.  it will only display if you selected Overwrite existing company data.

That’s it.  Your data should be restored.  You may log in to your company and get back to work.

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Sage 50 Company’s Data Location

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Sage 50 Company’s Data Location

Each Company in Sage 50 and Peachtree are stored in their own folder or subdirectory.

To locate your Company’s Data Folder open your company in Sage 50 or Peachtree Accounting.

From the top Menu select Maintain, Company Information.

In the middle of the screen, you will see the data location for this company.

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