EDD for Sage X3

Electronic Document Delivery

EDM for Sage X3

Electronic Document Management

PIA for Sage X3

Purchase Invoice Automation

SOA for Sage X3

Sales Order Automation

Upgrade Requirements Form

Updated – 09th February 2021

Introduction

The purpose of this document is to give details of the upgrade path so the level of professional services engagement with V1 required can be established.

On the following pages, please fill in each section as completely as possible and only where applicable.

The more complete the information received at this stage.

What to do once the form has been completed

When the form is completed to your satisfaction, please email it as an attachment to Projects@wearev1.com and once acknowledged, you will then be contacted by your V1 Project Manager.

NOTE: If you have any suggestions as to what other types of information are pertinent to a smooth and successful migration not in this form, add it to your email and it will be added for future use.

Customer Information

Customer Name
Partner / Reseller Name (if applicable)
Customer / Reseller main Contact name
Customer / Reseller main Contact phone number
Customer / Reseller main Contact phone email

Upgrade Requirements

Which version of Sage have you come from?	☐ V6.5 ☐ V7 ☐ PU8 ☐ PU9 ☐ V11
Which version of Sage are you upgrading too?	☐ PU9 ☐ V11 ☐ V12
Is the new installation of Sage on a new server, or over the top of the existing one?	☐ New server ☐ Existing server
Are the Folder / Endpoints being migrated as part of the upgrade from the old version to the new?	☐ Yes ☐ No
What Patch level are the Folder / Endpoints on the previous Sage installation?
What Patch level are the Folder / Endpoints on the new Sage installation?
What version of Syracuse is on the new Sage Installation?

Continue to use your current version of EDM / PIA on the upgraded version of Sage*, or also update to R14?	☐ Continue to use current version ☐ Update to R14
Assuming an update to EDM / PIA, will this be on a new server as well, or continue to be on the same server as Sage?	☐ Continue to use current server ☐ New server
If a New server, is it a physical box or hosted?	☐ Physical box ☐ Hosted
If Hosted, is it a private cloud, or Azure, AWS or other?	☐ Private Cloud ☐ Azure ☐ AWS ☐ other
What database is your current installation using?	☐ SQL ☐ Oracle
Are the V1 databases in the same instance as Sage, or separate?	☐ Same as Sage ☐ Separate

V1 Requirements

What version** of EDD / EDM / PIA is installed?	☐ R9 ☐ R10 ☐ R11 ☐ R12 ☐ R13 ☐ R14
What components are currently installed?	☐ EDD ☐ EDM ☐ PIA ☐ SOA
What components are currently being used?	☐ EDD ☐ EDM ☐ PIA ☐ SOA
Has your consultant attended the V1 training course?	☐ Yes ☐ No
Have any bespoke changes been made to the solution beyond the standard?	☐ Yes ☐ No ☐ I don’t know
When do you intend to update the Sage installation?

*R13 is only compatible with PU9 onwards

**The easiest way to tell which version is to open any of the *.def files. The header information includes the release and version of the script being used.

Object Requirements

Assuming EDD, which reports are being used? (Please list codes)
Assuming EDM, which objects are being archived?
Assuming EDM, have any of the Objects archiving parameters been modified / had bespoke changes beyond the standard solution?	☐ Yes ☐ No ☐ I don’t know
If Yes, please add high level details, more discussion will be needed with your PM.