In a release of Sage 100cloud 2018 earlier this year, Sage introduced Sage Contact - an Outlook add-in that allows you to view Sage 100 customer information in Office 365. In this article, we’ll take a closer look at the app and integration.

Sage Contact for Office 365

When you integrate Office 365 with Sage 100cloud, you can use the Sage Contact app to view Sage 100 customer information in Outlook, including the following data:

• Recent invoices and payments
• Credit information
• Contacts’ name, address, phone, and email
• Customer memos

What’s more, you can also

Are you looking to experience first-hand how Sage CRM can transform the sales, marketing, and service operations at your company? If so, then it’s time to take Sage CRM for a personal test drive.

A new series of role-driven test drives show how Sage CRM makes people’s jobs easier. There are a few roles to choose from including CEO, Marketing Manager, Sales Manager, and Customer Service Representative. The test drives highlight top features like company-wide dashboards, integrated marketing campaign features, sales pipeline management, and detailed customer-case tools.

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The following is a list of corrections and selected enhancements added to Sage 100 2017.6
For a full list of Enhancements, refer to the What's New page inside the Product.

Product updates are cumulative; in other words, this update includes all enhancements and program corrections found in prior updates for version 2017. Smart Update will install only the programs that have been updated since your last update was installed.

Sage 100 Advanced and Premium Workstation Synchronization automatically updates the client workstations.

If you use Sage 100 Standard over a network, run WKsUpdate Standard.exe on each workstation. This program is located in the ..\mas90\wksetup folder on the server where Sage 100 2017 Standard is installed. All Sage 100 updates must be installed on the server where Sage 100 is installed.

For eBusiness Manager users upgrading for the first time to Product Update 5 or higher, you will need to perform the following one time:

1. From the Sage 100 Server, copy the following files located in the ..\MAS90\Home folder:
   1. pvxclr4.dll
   2. Sage.Exchange.dll
   3. wsVault.dll
2. Copy the 3 files above to the server where the Sage 100 Web Engine is installed. The default location for the Sage 100 Web Engine installation is "C:\Program Files (x86)\Sage\Sage 100 20XX WebEngine\WEBENG\Home\", but this is configurable.
3. Restart the Web Engine and run as an application. Running the Web Engine as a Service is not recommended at this time. See Knowledge Base entries 82537 and 82539 for more information. Make a copy of any existing files before replacing.

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Accounts Receivable

1. Sage 100 Support added for EMV Credit Card Chip Processing using an Ingenico iPP320 or Equinox L5300 device.

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Library Master

1. ALE Full Text search now returns results as expected in Sage 100.
2. Error 65 SY_TASKLAUNCHER.M4P 0382 no longer occurs when running Journal/Registers task from Task Scheduler.
3. Auto complete search now returns expected results in Sage 100.

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System Setup

1. Updated Sage NA Sync Client to handle TLS 1.2.

Why Mobility Matters With CRM

Perhaps more than any other department in your company, sales people spend as much time on the road as they do in the office. To stay productive, they need access to data, transactions, and customer information wherever they are. That’s why mobility matters when it comes to CRM. In this article, we’ll explain why.

It’s More Than Window Dressing

The ability to use CRM on a mobile device is about more than just keeping up with industry trends or wowing companies with gee whiz technology. There’s real business benefit in making sure that

Sage has released the eighth product update for version 2013 (5.00.8.0) on 10/27/2014. Product update 4 for version 2014 (5.10.4.0) was also released at this same time. 

The following is a list of enhancements and corrections that have been incorporated for Sage 100 ERP 2013 in this Product Update. Product Updates are cumulative, comprised of all program corrections found in prior updates. Smart Update will install only the programs that need to be updated since your last Product Update Installation.

If you choose to install this Product Update on a system that already has Product Update 8 installed, all programs released in Product Updates 1 through 8 will be reinstalled.
MBA Business Software customers that are on Software Support – Preferred (SSA/PF) can contact us to schedule your update to this version. As part of your support plan, minor updates and hot fixes are included. Not on a support plan but are interested? Find out more about what MBA offers for support.Sage 100 ERP Advanced and Premium Workstation Synchronization now updates the client workstation automatically. This replaces the need to run WKsUpdate.exe after installing a product update. Users running Sage 100 ERP Standard over a network will still need to run WKsUpdate Standard.exe on each workstation. This program is located in the ..\mas90\wksetup directory on the Sage 100 ERP Standard Server.

A 64-bit ODBC Driver Installer for Sage 100 ERP 2013 can be found in the ..\mas90\wksetup
directory on the Sage 100 ERP 2013 Server. Run the SageODBC64Installer.exe from each Sage 100 ERP Workstation where 64 bit access is desired.

Sage has released the fourth product update for version 2014 (5.10.4.0) on 10/27/14). Product update 8 for version 2013 was also released at this same time.

The following is a list of enhancements and corrections that have been incorporated for Sage 100 ERP 2014 in this Product Update. Product Updates are cumulative, comprised of all program corrections found in prior updates. Smart Update will install only the programs that need to be updated since your last Product Update Installation.

If you choose to install this Product Update on a system that already has Product Update 4 installed, all programs released in Product Updates 1 through 4 will be reinstalled.
MBA Business Software customers that are on Software Support – Preferred (SSA-PF) can contact us to schedule your update to this version. As part of your support plan, minor updates and hot fixes are included. Not on a support plan but interested? Find out more about what MBA offers for support.                                              This Product Update also contains program corrections introduced in 5.00.5.0 through 5.00.8.0, included in this report for reference.

Sage 100 ERP Advanced and Premium Workstation Synchronization now updates the client workstation automatically. This replaces the need to run WKsUpdate.exe after installing a product update. Users running Sage 100 ERP Standard over a network will still need to run WKsUpdate Standard.exe on each workstation. This program is located in the ..\mas90\wksetup directory on the Sage 100 ERP Standard Server.

All Sage 100 ERP 2014 Product Updates require the installation to be from the Sage 100 ERP Server.

Sage released on 10/09/2013 the forth product update for version 2013 (5.00.4.0). Product Updates are cumulative, comprised of all program corrections found in prior updates. Smart Update will install only the programs that need to be updated since your last Product Update Installation. If you choose to install this Product Update on a system that already has Product Update 4 installed, all programs released in Product Updates 1 through 4 will be reinstalled.

MBA Business Software customers that are on Software Support - Preferred (SSA/PF) can contact us to schedule your update to this version. As part of your support plan, minor updates and hot fixes are included. Not on a support plan but are interested? Find out more about what MBA offers for support. 

Sage 100 ERP Advanced and Premium Smart Update now updates the client workstation automatically. This replaces the need to run WKsUpdate.exe after installing a product update. Users running Sage 100 ERP Standard over a network will still need to run WKsUpdate Standard.exe on each workstation. This program is located in the ..\mas90\wksetup directory on the Sage 100 ERP Standard Server. 

A 64-bit ODBC Driver Installer for Sage 100 ERP 2013 can be found in the ..\mas90\wksetup directory on the Sage 100 ERP 2013 Server. Run the SageODBC64Installer.exe from each Sage 100 ERP Workstation where 64 bit access is desired.

For Users who are integrated with Sage 100 ERP 2013 CRM Version 7.1, a Quick Order Entry 7.1 Component Update.exe is installed to the ..\mas90\RWC directory. Users will need to copy and execute this file on the Sage 100 ERP 2013 CRM 7.1 Server.

All Sage 100 ERP 2013 Product Updates will require the installation to be from the Sage 100 ERP Server. Significant enhancements have been introduced in Sage 100 ERP 2013 and its Updates. These include: Smart Update, Workstation Synchronization and Sage Auto Update. Part of these enhancements requires the Product Update to make changes to the local registry, necessitating a server side installation. This Product Update can be installed from the Sage 100 ERP 2013 Server either physically at the console or by connecting to it through Remote Desktop.

Before installing the product update, please note the following:

• We highly recommend that you back up your system before installing any updates or version upgrades. Otherwise, data may be lost if the update fails.
• If any customizations have been made to your Sage product, contact your Sage business partner or Master Developer before installing any update.
• Install this Product Update from the same computer that was used to install the original Sage product to the application server.
• This Product Update includes fixes from all previous product updates.

 

Hot Fix

Released	Name	Description
01/22/2014	Sage CRM 7.2C	Hot Fix for Sage CRM 7.2
01/22/2014	BM5001-T	The Quantity Per Bill and the Total Quantity are the same values on Picking Sheets if a scrap percentage is used. The Total Quantity on the Picking Sheet is not extended.
12/01/2013	Sage CRM 7.1J	Hot Fix for Sage CRM 7.1
11/08/2013	Sage CRM 7.2B
10/11/2013	WS5001-T	This is an updated eBusiness Web Services install. This update is compatible with program changes installed by Sage 100 ERP 2013 Product Update 4. Sage 100 ERP 2013 eBusiness Web Services users should install Product Update 4 and this updated eBusiness Web Services install.

As announced in the current Product Roadmap posted on the Partner File Center, Sage ERP MAS 90 and 200 5.0 will contain a new integration with Sage Exchange. Sage Payment Solutions created this powerful integration tool to streamline credit card processing across the entire Sage product portfolio. As part of this implementation, credit card numbers will no longer be stored within Sage ERP MAS 90 and 200. Instead they will be stored in the Sage Exchange Vault.

With the introduction of Sage Exchange in Version 5.0, the integration to PC Charge Payment Server will no longer function because it requires that credit card numbers be stored within the ERP system. Sage Payment Solutions will be the only supported credit card processor for the Sage ERP MAS 90 and 200 product line.

An updated Sage ERP MAS 90 and 200 Roadmap is now available to provide you with an overview of 4.5, the first 4.5 product update, SageCRM 7.1, Sage ERP MAS Intelligence, and Sage ERP MAS 90 Online, along with highlights of planned future enhancements beyond the 4.5 release. Development on 5.0 is well underway as well as the first 4.5 product update. Product Update 1 for 4.5 is currently targeted to be available the end of October, around the same time that Sage ERP MAS 90 and 200 customers will begin receiving their Auto-Delivery package with information on how to download their copy of 4.5. Encourage customers to start scheduling their upgrades using the tremendous value packed in this exciting release. 4.5 includes a FREE user and server license of SageCRM 7.1, new reporting tree features, and the ability to move to Sage ERP MAS 200 SQL, in additional to all the enhancements in Sales Order, Payroll, Accounts Receivable, and Purchase Order. 4.5 also introduces the ability to conveniently download 4.5 whenever you and your customers are ready to start their upgrade. Many older releases retired September 30, 2011, and the Supported Versions document has been updated to reflect both the recent 4.5 and 7.4 releases as well as the retirements.

Now available is Product Update (PU) 3 for Sage ERP MAS 90 and 200 released from sage on September 27th 2010. New customer-requested features streamline workflows and solve Bank Reconciliation pain points. One of the main reasons for most users to update to this PU is to have Sage ERP MAS 90 and 200 4.4 compatible with Microsoft Office 2010. The remaining enhancements are to Bank Reconciliation.

This PU has had a few issues with the release. There have been a few bugs reported with this release and MBA recomend waiting until the next PU release, unless the need for Microsoft Office 2010 compatibility is requried. Sage has already released fixes for most of the issues that were found after the PU 3 release.

Most users of email take for granted how easy it is to send email. Email has become a staple in everyday life. Not only are we using email at work but now we are using email at home and we have come to depend on it. Email is no longer just text being sent. We want to share more than just words. We want to attach documents and pictures. Before you know it an email that was very small 100KB now becomes 8MB and is on its way through the Internet. Or so you thought!

Most email providers will cap email size due to the resources used when sending, receiving and storing email. Typical caps on email could be from 2mb to 10 mb with an average of 6-8 mb for most ISPs. Image trying to carry into your house 100 grocery bags full of food at one time. They are too many bags and they weigh too much to carry at one time. Email is the same way. Having an email too large would keep the system from performing hence the reason ISP and email providers will cap email size.

This Issues Topics:

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The New ACT! Link
Bringing Two Favorites Together
The new Sage MAS 90 and MAS 200 ACT! Link creates a bi-directional integration from ACT! by Sage to Sage MAS 90 and MAS 200 ERP. This link gives ACT! by Sage users real-time access to Sage MAS 90 customer-related data. A salesperson can issue a sales order or view critical customer information such as...
Read more...

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Headline News
The August 2006 issue of CPA Technology Advisor magazine gave Sage Payroll Services a perfect 5-star review, calling it...
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Credit Card Processing
Americans bought over $2 trillion worth of goods and services with major credit cards in 2005. The Sage MAS 90 ERP Credit Card Processing module automates credit card verification and gives you better control, tighter security, and a clear audit trail. As more and more of your customers seek to use credit cards...
Read more...

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Not Getting What You Expected From Your Software?
If you are not getting what you expected from your software, you’ll be surprised to learn that it’s probably not the software’s fault. PC based accounting software has been around for quite a while now and most of the popular products are mature and can do just about anything necessary to run a business. We find the most common cause is...
Read more...

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