Sage to Epicor ERP Sales Office Migration

The Challenge

A global manufacturing group maintained regional sales offices across Europe: United Kingdom, France, and Germany. Each office operated independently on siloed instances of legacy Sage ERP software.

This fragmentation created major operational obstacles:

• Customer masters and pricing agreements were maintained separately, causing cross-border pricing inconsistencies for multinational accounts.
• Headquarters lacked real-time visibility into open European sales orders and regional inventory commitments.
• Each jurisdiction had distinct local statutory requirements: UK VAT, French TVA and accounting codes, and German tax compliance rules.

My Role: Technical Problem-Solving

I was brought in as the technical resource to resolve the data and configuration issues that kept surfacing during the transition. While the migration was managed by the project team, most of the technical blockers landed on my desk:

• Data Mapping & DMT Failures: Diagnosed and fixed broken DMT load sequences where legacy Sage customer records, ship-to addresses, and pricing schedules failed to import cleanly. Wrote SQL cleansing scripts to resolve duplicate entries and fill missing tax identifiers before re-running loads.
• Multi-Currency & Tax Configuration: Resolved European currency table misconfigurations (GBP, EUR), corrected exchange rate feed alignment, and fixed localized tax engine settings to ensure compliant VAT reporting across UK, French, and German jurisdictions.
• Order Entry & Workflow Issues: Troubleshot broken Order Entry workflows post-cutover, fixed field mapping errors in standardized sales order screens, and supported local coordinators onsite during go-live.
• Multi-Company Data Sync: Fixed intercompany data flow issues where master records were not replicating correctly between parent and subsidiary entities.

The Results

The rollout unified all European commercial operations under a single corporate Epicor infrastructure:

• Single Source of Truth: Executive leadership gained instant, consolidated visibility of European pipeline demand and backlog.
• Zero Cutover Downtime: All three sales branches transitioned on schedule with complete historical data continuity.
• Standardized Operations: Common workflows enabled cross-office sales coverage during peak seasons and standardized international customer pricing.