4 things to note before closing the books

Written by Todd Martin on .

At a high level, here are 4 things to consider as you begin closing the books on 2018 and start fresh in the new year.

  1. Backup Your Data
    Executing a complete backup of your database is one of the most important things you can do before starting any closing process. You should also test the backup to ensure it was performed successfully and the data is readable.

    If you make a mistake, the only way to “reverse” year end processing is to restore data from a backup.

  2. Follow the Module Closing Order
    A year end process in one module often writes data to another related module. Therefore, closing modules in the proper sequence is extremely important in order to avoid unexpected results or damage to your data.

    For more detail and guidance, refer to the Module Closing article.

  3. Follow the Module Closing Checklists
  4. Step-by-step checklists are available for most modules. These checklists provide guidance on the sequence of detailed tasks and procedures that should be performed within each module.

    Detailed checklists for each module can be accessed right from within the Sage 100 Help system.

  5. Get Help When Needed!
    Be sure to contact us if you have any questions before, during, or after you start year end processing. Especially if you have customizations or 3rd party add-on products that are integrated with Sage 100, we can help you plan a closing process for your specific system/installation.
©2018 Juice Marketing, LLC. https://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.

Sage 100 2018 Product Update 5 - Released

Written by Todd Martin on .

Sage 100 2018 Product Update 5 (2018.5) was released in mid-November. Here’s a look at what’s new in the latest version including automated bank reconciliations, job cost enhancements, and new features in Sage 100 Payroll.

Automated Bank Reconciliation

For many companies, reconciling bank statements is a manual process can be time-consuming, frustrating, and subject to mistakes. Every manual touch point is an opportunity for human error.

With Sage 100 2018.5, your bank reconciliation process can be

Sage 100 2018 Product Update 5 (6.00.5.0)

Written by Todd Martin on .

The following is a list of corrections and selected enhancements added to Sage 100 2018.5
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 2018. Smart Update will install only the programs that have been updated since your last update was installed.

Workstation Synchronization has been enhanced to update Sage 100 Standard Workstations along with Sage 100 Advanced and Premium Workstations. Sage 100 Standard Users are no longer required to run WksUpdate Standard.exe on each Sage 100 Standard Workstation. 

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 3 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.

Sage 100 2018.5 (and higher) users with Payroll integrated with Bank Reconciliation, will need to also install Sage 100 Payroll 2.18.5 (or higher).

Bank Reconciliation

  1. Check, Deposit and Adjustment Entry now is enable for banks that are not in use when in use message has occurred for a bank that is in use.
  2. Formatting enhancements have been made to the Bank Reconciliation Report.

Job Cost

  1. "The Exclude From Certified PR Report is not required" after restoring a Job from History to Active Jobs.
  2. Item Code description is showing correctly in Job Billing Data Entry if the transactions originating from the Purchase Order.
  3. Numeric Cost Codes with 1 segment 9 in length is now being zero-filled.
  4. Job Billing Register updates a current period Job Billing invoice to the current period in JC_JobBillingHistory.m4t.

Library Master

  1. Error 13 SY_ReportManagerGeneratedListing_rpt.pvc 206 NOT occurring after printing a custom report that contains PR_EmployeePIIWrk.m4t on Sage 100 2018 Premium.
  2. New bitmaps have been added to 90wres.dll, Dot-Black16 and Dot-Red16.

Purchase Order

  1. An Error #65 no longer occurs when processing a drop ship Purchase Order from Sales Order for Miscellaneous Items.

Sage 100Cloud vs. Sage 100 Classic - What's the Difference?

Written by Todd Martin on .

With all the talk and communication about Sage 100cloud, some customers might be wondering how it’s different than the Sage 100 Classic (on-premises) product they’ve been using all along. This article explores that topic.

The Major Differences

We’ll start by explaining the major differences between Sage 100 Classic and Sage 100cloud. First, Sage 100cloud is based on

SAGE 100 YEAR END CENTER

Written by Todd Martin on .

Sage has created a Year End Center that provides valuable resources to guide you through a smooth year end closing process in Sage 100 including:  
  • Year End Tips and Checklists
  • Video Tutorials and How‐to Articles
  • Live Chat With Tech Support
  • Tax Forms, Payroll, and Report Guidance
Take advantage of this free and valuable resource!

Visit Year End Center

©2017 Juice Marketing, LLC. https://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.

4 THINGS TO NOTE BEFORE CLOSING THE BOOKS

Written by Todd Martin on .

At a high level, here are 4 things to consider as you begin closing the books on 2017 and start fresh in the new year.
  1. Backup Your Data

    Executing a complete backup of your database is one of the most important things you can do before starting any closing process. You should also test the backup to ensure it was performed successfully and the data is readable.

    If you make a mistake, the only way to “reverse” year end processing is to restore data from a backup. If you need help making sure you have a good backup system in place, contact us to get some help. We have multiple options available giving onsite as well as off site backups that provide

YEAR END FAQ’S

Written by Todd Martin on .

For General Ledger & Reporting

Here are answers to a handful of the most Frequently‐Asked Questions (FAQs) regarding General Ledger and Reporting when it comes to year end processing. 

  • Can I print financial statements for the NEXT fiscal year PRIOR to performing year end processing?

    YES. In the Fiscal Year field within the applicable report window, simply select the fiscal year to print. 

    DO NOT manually change

GETTING TO KNOW PAYROLL 2.0

Written by Todd Martin on .

A long time in the making, Sage 100 Payroll 2.0. (aka “Payroll 2018”) is the next-generation payroll module that has been modernized to improve performance and user experience. Since it represents a significant change, we wanted to introduce you to a few how-to videos that should help you with a smooth transition from the legacy payroll module.

4 Tips for a Successful Year End

Written by Todd Martin on .

Here are just a few tips to keep in mind as you begin year end processing in Sage 100.
  1. General Ledger Closing ‐ While it’s a good idea to close modules in a timely fashion, the General Ledger can remain open for as long as you need while awaiting final processing (or audit adjustments) in other Modules. A GL that’s still open for 2017 will NOT prevent you from entering transactions for the new year.

  2. Payroll Planning ‐ Even if your company is on a fiscal year, you’ll need to close out payroll at the end of the calendar year. All W‐2’s and quarterly reports must be printed before payroll is closed in order to process the first payroll for 2018.

    NOTE: This does NOT apply to the new Payroll 2.0 which now allows two calendar years to be open so you don't have to run year‐end tax reports and W‐2's before processing payroll for 2018.

  3. Check Your Version Number ‐ Closing procedures can vary depending on which version of Sage 100 you’re currently running.  For Version 4.0 or above, do the following to identify both your version number and service pack:

    Select Help > About Sage 100

  4. Master Console ‐ Once you’re ready to close, you need to make sure all users are out of the system. That’s where the Master Console comes in handy. This utility provides a snapshot of all users currently logged into Sage 100, the workstation being used, what programs/tasks they’re using, and more. You can also broadcast a message to all users or even shut them down remotely.

    To launch the Master Console:

    Select File > Master Console

©2017 Juice Marketing, LLC. https://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.

INTRODUCING SAGE 100 2018

Written by Todd Martin on .

Sage 100 and 100c Version 2018 are now available. This newest version includes enhancements for Job Cost, warehouse management, bar coding, and a roll-out of the long-anticipated Payroll 2.0. Let’s take a closer look.

Note: Some of the features covered in this article are for Sage 100c only

Job Cost and Payroll 2.0

With Sage 100 2018, both the Job Cost and Payroll modules have been totally redesigned and modernized to improve performance and usability. In both modules, many tasks have been reorganized to provide a better workflow and more efficient data entry. In particular, the following interface enhancements have been applied:

  • Data entry grids have been implemented to improve efficiency
  • Selection grids are available on most report task windows and elsewhere
  • Calculator buttons have been added to dollar amount fields
  • Calendar buttons have been added to date fields
  • Hyperlinks to related tasks have been added where applicable

Note: As a result of the extensive improvements to Payroll, the TimeCard module is not currently compatible with Payroll 2.0. However, a compatible version of TimeCard will be released in a product update during the first half of 2018.


For full details on new features and changes in Payroll, check out the Payroll 2.0 Upgrade Guide.

Inventory Management and Bar Coding

In the Inventory Management module, new status settings are now available to help you better manage warehouses:

Sage 100 2017 Product Update 3 (5.40.3.0)

Written by Todd Martin on .

The following is a list of enhancements and corrections added to Sage 100 2017.3

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.


Accounts Payable

  1. Error 26 SY_ReportUI.pvc 1453 no longer occurs when printing Accounts Payable checks and using a semicolon in the check or the stub message.
  2. A not-on-file vendor is no longer being created during Accounts Payable Invoice Data Entry when entering multiple invoices for the same vendor without existing Invoice Data Entry.
  3. Error 84, AP_DeletedChangeVendors_ui.pvc 2690 no longer appears when running the Delete and Change Vendors utility when backorder or completed purchase orders exist for the vendor.

Accounts Receivable

  1. AR_SalespersonCommissionWrk UDF is now being updated by AR_SalespersonCommission LinkUpdated field when running AR Salesperson Commission Report.
  2. Customer Listing now prints only inactive employees when Customers to Print option is set to Inactive Only.
  3. The message "Salesperson is not in division ##. The default salesperson ##- for customer ##-xxx will be used" pops up when trying to adjust Finance Charge invoices in Accounts Receivable Invoice Data Entry.
  4. Statement for customers with zero balances now only print when there is activity in current month when selecting to Include Zero Balance Customers and Zero Balance Invoices 'Current Month Only'. Previously, all customers with zero balance were printing regardless of current month activity.
  5. Customer Statement printed from Customer Maintenance now keeps the Customer Number in the selection grid when changing form code.

Bill of Materials

  1. Costed Bill of Materials Report, for Selection of Bills, is now excludes the cost of the level defined.

CRM

  1. Error 1 SO_SalesOrder_Bus.pvc 1612" no longer occurs when creating a Order or Quote in Sage CRM when integrated with Sage 100 and entering a comment over 1175 characters. CU_OrderQuoteDetail.M4T cannot contain over 1000 characters.

Customizer

  1. Default value is now being saved in User-Defined Field and Table Maintenance when Maximum Length is set to 1 and Control Type is either Drop-Box or List-Box.

e-Business Manager

  1. "An error occurred while attempting to process the page you requested." is no longer being returned when viewing a shopping cart with an Advanced Setting for IT_ShoppingCartHeader

Fixed Assets

  1. Deleted assets no longer show on the posting exception report when running period end processing in Sage 100.

Inventory Management

  1. In Sales Order Entry and Invoice Data Entry, item auto-complete no longer only lists miscellaneous items after accessing a customized Customer Maintenance from within Sales Order Entry or Invoice Data Entry.
  2. The 'On PO' quantity is now updated when a Purchase Order is created if Item Maintenance Reorder window is open.
  3. Warehouse description is no longer missing from Quantity Transaction History during drill down.
  4. The Inventory Sales History Report now prints when using selection criteria containing %Decrease Qty Sold Prior or %Increase Qty Sold Prior.

Library Master

  1. Error: "The save/update credit card information to Customer credit card is required." is no longer occurs when trying Make changes to a Repetitive Invoice that was upgraded from 4.50 and older.
  2. Error 60 SY_Gridhandler.pvc 1219 is no longer occurs when sorting more than 1 column on both Checks and Dep/Adjust in Reconcile Bank on Sage 100 Standard.
  3. Task scheduler is no longer ignoring company parameters as defined - Executes for company Key 1.
  4. Error:\"(Tax Code) is not numeric\" no longer occurs when selecting YES to “Do you want to change the existing sales tax schedule”. When changing a customer's zip code, the Tax Schedule updates based on ZIP XRef set up.

Payroll

  1. Renumbering employees mid-month and using both employee #s in tax calculation in the same month is no longer causes tier count exceeded issues.
  2. Direct Deposit Sync error no longer occurs when a random unprintable character exists in the payload - inflating (rc = -5) error in reverb.
  3. When Payroll has expired or is no longer part of the key, CI_eFilingHistory.m4p can be run from SYZCON in order to access Federal and State eFiliing forms from history.

Purchase Order

  1. "+1.42" is no longer appended to various descriptions in the Purchase Order Entry grid when scrolling from a Master or Repeating Order.

Return Materials Authorization

  1. Error 65 SY_OpenObject.pvc 95" is no longer occurs when generating documents for a RMA subsequent to partially receiving the same RMA.
  2. Deleting a batch in RMA Receipt Entry now removes the record from RA_ReceiptTierDistribution.
  3. Credit memos generated from RMA now correctly debit the Inventory G/L Account from Miscellaneous Item Maintenance. Previously, credit memos generated from RMA both debited and credited the Cost of Goods G/L Account from Miscellaneous Item Maintenance.

Sales Order

  1. In Sales Order Entry and Invoice Data Entry, auto complete now returns the same list of items when adding lines after using the Customer No. hyperlink to open Customer Maintenance, when Customer Maintenance has been customized.
  2. Pay Balance box is now available for selection in Sales Order Invoice Data Entry when a deposit is processed in Sales Order Entry.
  3. When using Sales Order Defaults the Ship date is based on options for default days until quote expires.
  4. In Shipping Data Entry, when entering a shipped quantity and clicking the Next Package No. or Item Packaging buttons, the row is now saved.
  5. In a new quote, Print Pick Sheets box is now checked when the Default setting is checked for Print Pick Sheets.

Visual Integrator

  1. When running Visual Integrator Export using AR_CashReceiptsDetail as primary table and exporting data from AR_CashReceiptsHeader as well, data is now exported from both tables. Previously, only data from AR_CashReceiptsDetail was being exported.
  2. Warehouse Type is now corrected after importing causing issues with MRP report.

Sage 100 Supported Versions - as of 2018

Written by Todd Martin on .

Sage officially supports the current plus 3 prior versions of Sage 100. With the release of Sage 100 2018, here’s the updated list of supported versions and retirement dates:

Sage 100 (Standard, Advanced, Premium) 2018 2017 2016 2015
Release Date Oct 2017  Oct 2016 Nov 2015 Apr 2015
Sage Phone Support Retirement 1 9/30/2021  9/30/2020 9/30/2019 9/30/2018
Year End IRD Updates 12/31/2020
(Use eFiling & Reporting)
12/31/2019 
(Use eFiling & Reporting) 
12/31/2018 
(Use eFiling & Reporting)
12/31/2017
(Use eFiling & Reporting)
Tax Table Updates N/A 12/31/2019 
(2019Q4)
12/31/2018 
(2019Q1)
12/31/2017 
(2018Q1)
Product Updates March 2019 March 2018  June 2017 June 2016
Hot Fixes 6/30/2020 6/30/2019  6/30/2018 6/30/2017
Online Support Knowledge Base Yes Yes Yes Yes

MBA will support customers on plan for all versions of Sage 100.

©2017 Juice Marketing, LLC. https://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.

Sage 100 2018 Product Update 1 (6.00.1.0)

Written by Todd Martin on .

The following is a list of corrections and selected enhancements added to Sage 100 2018.1
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 2018. Smart Update will install only the programs that have been updated since your last update was installed.

Workstation Synchronization has been enhanced to update Sage 100 Standard Workstations along with Sage 100 Advanced and Premium Workstations. Sage 100 Standard Users are no longer required to run WksUpdate Standard.exe on each Sage 100 Standard Workstation. 

All Sage 100 updates must be installed on the server where Sage 100 is installed.


Accounts Payable

  1. AP invoice entry - Get 'The Vendor Number is no longer required' message when launching vendor maintenance from hyperlink and the vendor number isn't blank.

Accounts Receivable

  1. Wrong amount for discounts are not allowed and AR GL accounts posted to GL shown on Sales Journal Recap by Division when printing/updating.

Bill of Materials

  1. Costed Bill of Materials Report run for Selection of Bills is now ignoring Integer Unit of Measure for Miscellaneous Charges.
  2. Component Item Extended description now shows in the picking sheet print out when you pick more than one bill item to print.

CRM

  1. New Sales Order Quote in Sage 100 no longer blanks out Order Type when CRM OTF Order opportunity is chosen.
  2. When Launching Customer Maintenance and editing the customer immediately after linking a company to a customer, the message "Record has been changed by another user and the changes will not be saved upon accept" no longer occurs.
  3. The Memo button is now visible when accessing Customer Maintenance from Sage CRM.

Inventory Management

  1. Unit Cost discrepancies have been corrected for FIFO component items in BOM Production Entry and Disassembly, after removing zero quantity tiers.
  2. Corrected Inventory Transaction update to prompt to print "Daily Transaction Register" instead of "Job Daily Transaction Register".
  3. Retail Price is no longer disabled after clicking on the Additional Tab in Item Maintenance when Allow Returns is deselected.

Job Cost

  1. Added validation in Cost Types to not allow special characters. Increased size of Valid Cost Type field to 36 characters.
  2. PO Receipt Register and PO Return Register update hangs when there are multiple lines which include Job Cost detail.

Library Master

  1. An Error: "11 SWQMAO 1535" no longer occurs when modifying a lookup for a User Defined Table.
  2. Restrict Accounting Date to Current and One Future Period" no longer allows users to change posting date to more than one future period.
  3. Workstation Synchronization has been enhanced to update Sage 100 Standard Workstations.

Paperless Office

  1. Paperless Office output "Print/PDF for Print Delivery Option" is now available in Direct Deposit Stub Printing when "Deliver During Check Register Update" is not selected in Paperless Office Form Maintenance.

Purchase Order

  1. Purchase Order History records are no longer removed when purging obsolete purchase orders.
  2. The Purchase Order Variance Register no longer only shows the First Invoice number in the Last Invoice Number field when there are 2 Receipt of Invoices posted in the same update after 1 complete Receipt of Goods.

Return Materials Authorization

  1. Option category now prints the actual option description in RMA printing.
  2. RMA Return Reason Report is printing the serial number for item whose Product Line default           Valuation is not Serial.

Sales Order

  1. Balance is not due on invoice paid by credit card that are manually processed, non integrated credit card transactions.
  2. In Sales Order Entry or SO Invoice Data Entry, if a "Kit" Bill is exploded and the component's Ordered quantity exceeds 9,999,999.####, it no longer zeroes out the quantity when the quantity has not exceeded the mask.
  3. The "Promoted to Order On" field is no longer populated with a date for Back Ordered type Sales Orders, when a Standard Order is partially shipped and a Back Order is created.
  4. Tax Detail, Taxable Freight, and the Taxable Amount fields are now correct in SO invoice when created in Shipping Data Entry, and when changing the Ship Via and not refreshing the shipping tab

Visual Integrator

  1. PR_PayrollHeader import job Perform Logic is not duplicated when creating a new PR_PayrollHeader import and select to copy from an existing Import job.
  2. Error 41 VI_ImportJobCompile.pvc 1140 is no longer occurs when clicking Accept in Import Job Maintenance if Skip Record is defined in records tab in Sage 100 2018.

Happy New Year! Year End Processing Tips for 2015

Written by Kate Phillips on .

Overview of Year End Processing


At a high level, these are the steps to consider as you begin closing the books on 2015 and start fresh in the new year.

1. Backup Your Data

Executing a complete backup of your database is one of the most important things you can do before starting any closing process. You should also test the backup to ensure it was performed successfully and the data is readable.

If you make a mistake, the only way to “reverse” year end processing is to restore data from a backup.

Year End Checklists for Sage 100

Written by Kate Phillips on .

Here are year end closing checklists for General Ledger, Accounts Receivable and Accounts Payable to help ensure that all tasks are processed and in the proper order.

Note:these modules all begin with the following 2 steps:

1. Backup your AR/AP/GL files and label them as “prior” to Year End processing.
2. Make sure the AR/AP/GL system date is set to the last day of your fiscal year.

Module Closing - Keeping Things in Order

Written by Kate Phillips on .

A year end process in one module often writes data to another module. Therefore, the sequence in which you close your Sage 100 (formerly “MAS 90” or “MAS 200”) modules is extremely important in order to avoid the risk of damaging your data.

Important: Remember to back up your data before starting any module closing procedures. The only way to “reverse” year end processing in Sage 100 is to restore your data from a backup.

2015 Year End Updates

Written by Kate Phillips on .

Sage 100– 2015 Year End Interim Release Download (IRD) Read Me Notes:

Important Reminder As of Tax Filing Year 2015, in order to print or electronically file 1099 forms, you will need to use the following menu tasks:

                         o       1099 (MISC, DIV & INT) forms: Accounts Payable > Reports > Form 1099 eFiling and Reporting

TIP! A user guide on how to process 1099 forms can be downloaded from the Sage Support Portal at https://Support.NA.Sage.com. Once logged into portal, in the Search field type 53295 and click Search button.Please make sure the appropriate person who processes 1099 forms in your company is aware of this important change.


You must install the 2015 IRD on the server to the...\MAS90 directory and you must also install the year end eFiling (Aatrix) update before processing 1099s for tax filing year 2015.

The year end eFiling update will be released on Friday, December 18th. The eFiling update is installed separately on each workstation that has State/Federal eFiling & Reporting installed. When you access any one of the eFiling and Reporting tasks, you will be prompted to install an “Automatic Update”; this will update all applicable form changes. It does not matter which update is installed first, just as long as both updates have been installed before processing 1099s for 2015. For more information, see knowledgebase article How to install, activate, update and uninstall Federal and State eFiling and Reporting (KB ID 18851)

The following are the required minimum Sage 100 versions. If you are not at least on one of the minimum versions below, you must add the required product update (PU) to get to the minimum before installing the 2015 IRD.

• 2013 PU 9
• 2014 PU 7
• 2015 PU 3

ACCOUNTS PAYABLE:

The 2015 IRD contains the following enhancements for Accounts Payable:

IMPORTANT TAX INFORMATION: 1099 Form changes were required for the tax year 2015 and have been incorporated in this update. Maintenance, data entry, as well as certain reports and Form 1099 eFiling and Reporting have been modified to adhere to the 2015 1099 Miscellaneous, Dividend, and Interest forms as published by the IRS for the tax year 2015 filings.

• Once the 2015 IRD is installed, the new 2015 boxes will be available for all companies in the installation. The following changes have been made to accommodate the correct placement of the following information:

1099-INT:
o Box 12 is now blank
o Box 13 is now Bond premium on tax exempt bond
o Box 14 is now Tax-exempt and tax credit bond CUSIP no.
o Box 15 is now State
o Box 16 is State identification no.
o Box 17 is State tax withheld

1099-MISC:
o No form changes were required

1099-DIV:
o No form changes were required

Note: If these boxes were previously created (in the SY_1099Setup file) using the SY_1099Maint_UI utility, this IRD will overwrite those records in SY_1099Setup, but will not affect any paid-to-date dollar amounts already stored for the tax year 2015 in the data file AP_1099VendorPayments. Note if the new boxes were manually created using the utility, prior to installing the 2015 IRD, the user should use the SY_1099Maint_UI utility to verify that the boxes were created correctly as a text or non-text field (Text Field) in the Form 1099 Box Maintenance window, and make corrections as necessary.

• Form 1099 eFiling and Reporting version has been updated to 2.57

Sage 100 2015 Product Update 3 (5.20.3.0)

Written by Kate Phillips on .

Sage has released the third product update for Sage 100 version 2015 (5.20.3.0) on 12/09/2015. The following is a list of enhancements and corrections that have been incorporated for Sage 100 2015 in this Product Update. Product Updates are cumulative, comprised of all enhancements and program corrections found in prior updates. Smart Update will install only the programs that need to be updated since your last Product Update Installation.

This Product Update also contains enhancements and program corrections introduced in 5.10.7.0, 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 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 2015 Standard Server.

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

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.  An updated "eBusiness Web Services.exe" was introduced in Product Update 1 and is being installed to the Sage 100 2015 Server's ..\MAS90\WS folder to correct the following issue: "UnitPrice is no longer being reset in Sales Order Detail when previewing orders with eBusiness Web Services ."

Existing eBusiness Web Services users should update their existing installation by uninstalling the existing eBusiness Web Services and installing the updated version . (OPTIONAL Method, existing users can replace their existing Sage100ERP.WebServices.dll with the updated version also located in the ..\MAS90\WS folder on the Sage 100 ERP 2015 Server.)

New eBusiness Web Services users should install using the updated "eBusiness Web Services.exe" located in the Sage 100 2015 Server's ..\MAS90\WS folder.
   

SPOTLIGHT ON: Sage CRM

Written by Todd Martin on .

How it Works With Your ERP System

In the past, we've explored how CRM software can organize and automate sales, marketing, and customer service in much the same way that Sage 100 ERP does for accounting, reporting, inventory, financial management, and more.

But in this article, we want to focus how Sage CRM works together with your Sage 100 ERP system to help you understand why companies are increasingly prioritizing an integrated approach to CRM and ERP.

Visibility: One Version of the Truth

Customers are at the heart of any business. But too often, customer data is spread across multiple systems which isn't good for accuracy, efficiency, customer service, or reporting.

When you combine Sage CRM with Sage 100 ERP, you have a single source for all customer data and transactions from contact details, shipments, and credit history to quotes, orders, and customer service requests. So whether someone from sales, accounting, or operations pulls up a customer record, they see one version of the truth.

Sage 100 ERP (aka MAS 90 / MAS 200) Version 4.4 Retirement 9/30/14

Written by Todd Martin on .

In accordance with standard Sage support policy, product support for Sage 100 (aka MAS 90 or MAS 200) Version 4.4 is officially retired as of September 30, 2014.
Note: Final tax table and year-end updates are provided in the year prior to retirement - December 31, 2013 in this case. Therefore, Payroll tax table and year-end updates for Version 4.4 will NOT be available for December 31, 2014.
Contact Us if you’d like to plan for, discuss, or begin an upgrade to a currently-supported version.

©2014 Juice Marketing, LLC. https://www.juice-marketing.com. All rights reserved. This article content may not be reproduced (in whole or in part), displayed, modified or distributed without express permission from the copyright holder.

Sage 100 ERP Intelligence Reporting

Written by Todd Martin on .

Answers To Your Frequently-Asked Questions (FAQs)

Many of you recently made, or are planning to make, a transition from FRx to Sage Intelligence Reporting. So here's a look at some Frequently-Asked Questions (FAQs) from our customers, along with a quick review of recent changes to Sage Intelligence Reporting for Sage 100 ERP 2014.

What Is Sage Intelligence Reporting?

It's an Excel-based reporting tool that pulls data from across your entire Sage 100 ERP system (any module) into a single location so you can slice, dice, and analyze the numbers in a familiar spreadsheet environment.

Sage Inspire Tour Back on the Road: Coming to a Town Near You!

Written by Todd Martin on .

It all began last year when a group of Sage Executives went out on the road - touring North America in an RV - to gain a perspective about what customers like you need and want out of your Sage business software.

The Sage Inspire Tour in 2013 was a fantastic success.

So starting in the Fall of 2014, the Sage Inspire Tour goes back on the road with current plans to stop in about 14 major cities in the U.S. and Canada.

At each stop, Sage will host a series of discussions where you’ll have an opportunity to connect with your peers and talk about the challenges you face in your business. It’s not just a day of presentations or product demos - the Sage team wants to hear from customers like you and learn how technology can help you achieve your business goals.

Go online for more info, locations, and registration:
https://go.na.sage.com/sageinspiretour2014

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Sage CRM Supplement

Written by Todd Martin on .

Getting Started with Sage CRM Mobile

Business is becoming increasingly mobile. People are using their phones and tablets to access reports, process orders, communicate with customers, and get work done in the office or on the road. So here's a look at getting started with the mobile functionality offered in Sage CRM.

Sage CRM Mobile Web

Sage CRM Mobile Web is a full-featured version of Sage CRM that you access online through your browser, tablet or Smartphone. Offering functionality similar to the desktop version, Sage CRM Mobile Web must be "turned on" by setting the Mobile Device Access option to "True" under the User Details > Security tab.

Once the functionality is turned on, you can also save time accessing Sage CRM Mobile Web by adding a bookmark/icon to your mobile device home screen. Simply navigate to the URL provided by your System Administrator and then click the Add to Home Screen icon.

FRx conversion even easier now!

Written by Todd Martin on .

New Reporting Tree Conversion Utility

We previously introduced you to the Sage Intelligence Report Designer Add-in - an important tool in converting your old FRx reports to Sage Intelligence reports. The only time-consuming task that remained was the process of manually converting your reporting trees - but no more!

A new FRx Reporting Tree Conversion Utility converts FRx Reporting Trees into Sage Intelligence Reporting Trees. It's a great complement to the Report Designer Add-in and together, they significantly speed up the conversion process.

The End is Near for XP

Written by Daniel Deitch on .

Microsoft-Windows-XP-End-of-SupportThe end is near!

Yes, 2013 is almost over, but that's not what we mean. The end is near for Windows XP! Yes, that old friend that's been with all of us for almost 14 years (yes, we said 14 years) is finally taking a well-deserved retirement in April of this coming year. Don't panic, though. This doesn't mean that XP will suddenly stop working in April. It just means that Microsoft will stop supporting it in terms of technical support, patches and fixes. You will be able to keep using XP on your existing computers past April, but there will no longer be any program or security fixes or patches after that point. This is an area of great concern and a risk that will grow as more time passes past the retirement party. You may (or may not) notice how many updates are still installed each week on your Windows XP computers, each one of which is addressing a functional or security issue Microsoft has identified and fixed.

So, what are you to do?

Contact MBA about getting a plan in place to retire those old XP friends and bring in some young blood. Preferred pricing will be available to those get an agreement in place to upgrade all remaining XP workstations in their organization. Not only will you have newer, well supported computers, but the productivity increase should be a boon for business.

Just imagine, no more complaints about how slow the computer is and no more "Oh, I go and get a cup of coffee while it's working on that!"

This retirement and upgrade opportunity also provides a great reason to get your Sage 100 ERP (formerly known as Sage MAS 90 and 200 ERP) products to a more current version. Newer versions of Windows require a more recent version of Sage 100 ERP. When you're calling MBA about computer upgrades, ask to speak with a Sage specialist about getting your ERP upgraded as well!

Introducing the New Sage Mobile Apps

Written by Todd Martin on .

Sage recently unveiled 3 new mobile apps designed to help businesses improve customer service and cash flow. These new cloud-based solutions are affordable, easy-to-implement, and integrate directly with your Sage 100 ERP system. Let's take a closer look.

Sage Mobile Sales

Sage Mobile Apps

This native iPad app provides your sales team with the information they need to close a sale at the customer site. Sage Mobile Sales enables you to process quotes and orders, take payments, and collect signatures while out in the field. What's more, it automatically links to your Sage 100 ERP system so you can:

  • Access real-time inventory availability anywhere and anytime
  • Review recent orders with your customer and view/edit their information instantly
  • Enter orders on-site and accept immediate payment using your iPad

2013 Year End Updates

Written by Todd Martin on .

Updates for Year end and payroll tax table updates are being released this month. Customers who have the Sage 100 ERP Accounts Payable, Payroll, or Electronic Reporting modules will have updates available to download the week of December 20th, 2013.

  • The Sage 100 ERP 2013 IRD will be needed to update the W-2 and 1099 forms, eFiling, Reporting and the Electronic Reporting module for 2013.
  • Tax Table Update (TTU) will be needed to update the Federal and some states for the Tax Filing Year 2014. This will be in the Sage 100 ERP 2014-Q1 TTU.

Both of these updates will be available for Sage 100 ERP versions 4.40, 4.50, and 2013. More information can be found below in the 2013 Year End Frequently Asked Questions (FAQs).

Sage 100 Supported versions as of 2013

Written by Todd Martin on .

Sage 100 Supported versions (Formerly Sage ERP MAS 90, 200, 200 SQL)
Sage 100 ERP  2013 4.50 4.40 4.30
Release Date Dec-12 Aug-11 Feb-10 Jun-08
Phone or Email Support (Reirement End Date) Yes  9/30/15 9/30/14 9/30/13

Quarterly & Year End updates
   (AP, Payroll & Electronic Reporting)

Yes 12/31/14 12/31/13 12/31/12*
Tax Table Updates Yes 12/31/14 12/31/13 12/31/12*
Product Updates (formerly Service Updates) Yes Yes No No
Hot Fixes** Yes 12/31/14 12/31/13 12/31/12*
Online SUpport Knowledgebase Yes Yes Yes Yes

Important Notice:Tax Year 2013 is the last year we will maintain and support tax forms within the standard Accounts Payable, Payroll and Electronic Reporting modules. Filings for Tax Years 2014 and later will only be available with the Sage 100 ERP integration to Federal and State eFiling and Reporting, powered by Aatrix. The Payroll Tax Tables will continue to be maintained according to this document.

Sage 100 ERP Version 2013 Released

Written by Todd Martin on .

Sage 100 ERP 2013

Sage announced the release of Sage 100 ERP 2013 on December 17th 2012. This release is available to all current Sage Business Care customers. Sage 100 ERP 2013 includes customer–requested enhancements, new cloud services, and add–on solutions. When you upgrade, you'll get usability enhancements with Visual Process Flows, more flexibility for Credit Card Processing using Sage Exchange, improved visibility into the availability of Product Updates, and more. Sage 100 ERP 2013 includes feature and functionality enhancements across your system in Accounts Payable, Accounts Receivable, Bank Reconciliation, Inventory Management, Paperless Office, Sage CRM, Intelligence Reporting, and Credit Card Processing through Sage Exchange.

Sage 100 ERP Product Update 5 (4.50.5.0)

Written by Todd Martin on .

Sage has released on 12/13/2012 product update 5 for Sage 100 Version 4.5 (4.50.5.0). This release was done around the same time that the newest version of Sage 100 was released (Sage 100 ERP Version 2013). Product update 5 is available for download from Sage's website for those customers current on their subscription. Installation of this product update is included for those sage subscription customers that are also on MBA Business Software's Support Account Preferred. Please call our office to schedule the install.

The following is a list of enhancements and corrections that have been incorporated for Sage 100 version 4.50 in this Product Update. Product Updates are cumulative, containing all program corrections found in prior updates. Product Updates through 4.50.5.0 also contains program corrections that were introduced in 4.40.0.7 - 4.40.0.10.

After installing this Product Update, WKsUpdate 90.exe or WKsUpdate 200.exe needs to be run on each MAS Workstation. This file is located in the ..\mas90\WkSetup directory on the MAS Server. (WKsUpdate should also be run anytime WkSetup.exe is run on a MAS Workstation.)

 

Protect Your Business From Fraud This Time of Year

Written by Chris Bishop on .

Tis’ the season of giving, but for many fraudster’s, it’s also an opportunity to take advantage of your hectic schedule! Fraud is on the rise during the holiday season. It’s even more important to keep your eyes open for the following fraud indicators. When more than one is true during a card-not-present transaction, fraud might be involved.

  • Larger-than-normal orders
  • Orders that include several of the same item
  • Shipping to an international address (Very High Risk)
  • Transactions with similar account numbers
  • Transactions placed on multiple cards or multiple transactions on one card over a very short period of time
  • Sales processed through the Deaf Relay System
  • Cardholder’s asking for Wires or funds through Western Union
  • Sales that seem “Too Good to be True”

Sage MAS 90 and 200 ERP Product Update 4 (4.40.0.04)

Written by Todd Martin on .

Now available is Product Update (PU) 4 for Sage ERP MAS 90 and 200 released from sage on December 27th 2010. This is the fourth Sage ERP MAS 90 and 200 4.4 Product Update and is available for download from Sage Online. This update focuses on year-end changes and program fixes. New features and functionality are added in Product Update 5 that is scheduled for next year.

Sage ERP MAS 200 SQL v4.45 video - Part 2

Written by Todd Martin on .

Sage ERP MAS 200 SQL v4.45 has been released for New customers. This new version of MAS 200 for SQL looks very promising. Sage University released an overview video of this version of MAS 200 on SQL. Here is the second part of a video that Sage released. To see the first video, click here.

In this video, Sage will show what the product looks like and how you can get the information that you need to run your business. It will show how to use Microsoft SQL to make Views that can speed up reporting or make it easier to create reports.

Sage ERP MAS 200 v4.45 Video - Part 1

Written by Todd Martin on .

Sage ERP MAS 200 SQL v4.45 has been released for New customers. This new version of MAS 200 for SQL looks very promising. Sage University released an overview video of this version of MAS 200 on SQL. Here is part 1 - An Overview video that will shows what makes this version of MAS 200 powerful. This will answer questions about how it is installed, what are the benefits and other features available.

Next week we will go over part 2 that Sage has about the new SQL version.

Sage ERP MAS 200 SQL 4.45 is Released

Written by Todd Martin on .

Sage has released the first version, for the second time, of Sage ERP MAS 200 SQL. Version 4.45 is now available for newcustomers. This is not an upgrade from the 3.x version of SQL and is not considered to be the same product. This is a re-release of SQL as a new MAS 200 product. This version of MAS 200 uses the new Business Framework architecture. It has improved MAS 200 by using Microsoft SQL as the Database so that it will  provide stability and scalability. More can be seen about this release by going to https://www.SageMAS.com/MAS200SQL.

Some of the reasons you might want to go to this version of MAS 200 would be:

Sage Release Service Update 4.30.0.17

Written by Todd Martin on .

Sage released a new service update #17 on 12/24/2009. The service update can be downloaded from Sage's website under support. Follow the links for Service Packs / Program Fixes and choose the 4.30 Service Updates.

Sage Customers on Maintenance can download Service Update now!

When installing Service Packs:

  • Install service update from the same compouter that was used to install Sage MAS 90 or 200.
  • Be sure to apply this service update before data converstion.

For those customers that are on Preferred Support with MBA Business Software, remember that you get these updates installed for FREE! Call our office to schedule your appointment now to get this service update installed for you. If you are not on Preferred Support with MBA Business Software, why not call us to see what you can be getting for FREE as part of our Preferred Support.

The following is a list of enhancements and corrections that have been incorporated for Sage MAS 90 and MAS 200 version 4.30 in this Service Update. Service Updates are cumulative, containing all program corrections found in prior updates.

Sage Payment Services - Gateway Update

Written by Todd Martin on .

Update from Sage Payment Services about their Gateway enhancements. Phase I completed and Phase II is about to start on January 19th 2010. Most customers for Sage MAS 90 and MAS 200 did not see any issues from the Phase I and are not expected to have any issues during the next Phase either. Below is the email from Sage Payment services.

Don't ruin your day with power outages

Written by Todd Martin on .

BatteryDon't let your day be ruined by power outages. Make sure that you have your office servers and workstations protected with an Uninterruptible Power Supply (UPS). A UPS can prolong the life of equipment, keep data from being lost or corrupted. Has your UPS been talking to you? Those high pitched beeps might be telling you that your battery needs to be replaced. If you haven't changed the UPS battery in a while, it might be time for a new one. A UPS is only as good as the battery in it!

Need help with this? Call us at 678-495-5700 and see about having a network support tech help you. If you know you haven't replaced your battery in a few years it might be a good time to switch it out before it does go bad.

Year End 2009

Written by Todd Martin on .

This Issues Topics:


Year End Specific Articles

  • Creating A New Company In Sage MAS 90 Is Easy As 1-2-3
  • What's New And What's Coming
  • Module Closing Sequence

Read more


General Module Closing Details For Sage MAS 90 And 200

Purchase Order, Sales Order, Inventory Management, Payroll, Accounts Receivable, Accounts Payable, and General Ledger.

Read more


The Importance Of Budgeting

Does your organization produce budgets and track progress? What about revenue forecasts? In this article, we discuss why budgeting is important, and how you can produce budgets with surprisingly little effort in Sage MAS 90 and Sage MAS 200 ERP.

Read more


The Applianz System Can Save On Upgrade Costs

Has your organization been holding off on upgrading your Sage MAS 90 ERP software, because of the cost of the hardware and operating system upgrades you would need? If so, read on to learn about the Applianz System, a cost-effective platform for your mission-critical business management software.

Read more


December 2008 - Volume 8 - Issue 6

Written by Todd Martin on .

This Issues Topics:


Practical Examples
Using Business Insights Explorer
It is likely that you have heard about Business Insights Explorer (BIE) for Sage MAS 90 ERP and how it can provide customized access to information and increase productivity in your day-to-day tasks. But practically speaking, we understand that you are busy and have a hard time finding the time to explore BIE to decide which views can help with your daily workflow.
Read more...


Enhance Customer Service With The RMA Module
How does your organization process customer returns? Today's customers expect a specialized level of service, and a manual system of tracking and resolving returns can be increasingly challenging. The Return Merchandise Authorization (RMA) module for the Sage MAS 90 ERP handles returns and replacements with ease.
Read more...


Stepping Over Dollars To Pick Up Pennies
Have you ever heard the old saying, “You're stepping over dollars to pick up pennies”? If you are like me, you have not only heard the saying but may have used it a time or two. The topic that we are covering this month ties right into the saying. This month we will be talking about training.
Read more...


Year End 2007

Written by Todd Martin on .

This Issues Topics:

Year End Specific Articles Include:
  • Preparing For Year-End Processing
  • 2007—The Year In Review
  • Creating A New Sage MAS 90 And 200 Company Is Easy As 1-2-3
  • It’s The Order That Counts
  • Year-End News, Updates, And Tips
Read more...

General Module Closing Details For
  • Purchase Order
  • Sales Order
  • Inventory Management
  • Payroll
  • Accounts Receivable
  • Accounts Payable
  • General Ledger
Read more...

Extended Solutions That Maximize Security
The security of your company's data is critically important. Your Sage MAS 90 ERP software includes a strong security infrastructure to provide tight control over which users have access to which data. Several Extended Solutions are available that allow you to fine-tune your security setup.
Read more...
Protecting Your Data
Today's businesses depend on technology. You would find it very difficult to operate without your company's servers, workstations, laptop computers, peripherals, and more important, the data stored within that technology. When something is this valuable, it makes sense to invest in its security. Your technology is vulnerable to a number of dangers, from natural disasters, to power interruptions, to simply wearing out.
Read more...

Year End 2006

Written by Todd Martin on .

This Issues Topics:

Measuring Financial Fitness
Year end is a good time to review the financial health of your business. Industry-standard calculations can give you a picture of your financial fitness in the form of ratios. Sage MAS 90 ERP and Sage MAS 200 ERP track and report on your key ratios in an easy-to-read...
Read more...

Year End Specific Articles Include:
  • Preparing For Year End
  • Creating A New Sage MAS 90 And 200 Company Is Easy As 1-2-3
  • Year-End News, Reviews, And Updates
  • It’s The Order That Counts
  • Fifteen Ways To Improve Your Cash Flow
Read more...

General Module Closing Details For:
  • Purchase Order
  • Sales Order
  • Inventory Management
  • Payroll
  • Accounts Receivable
  • Accounts Payable
  • General Ledger
Read more...

In The Spotlight:
Assets And Compliance
Year end is a time when companies have much to do, both to close out the prior year and set the stage for the new year’s operations. Two common areas of consideration at year end are accounting for fixed assets and corporate tax filings. Sage Software has two tools available...
Read more...

December 2006 - Volume 6 - Issue 6

Written by Todd Martin on .

This Issues Topics:

End-To-End Business Solutions

To stay competitive as the business environment becomes more crowded, successful organizations continually evaluate their processes for areas of improvement. End-to-end system integration can reduce operating costs, enhance customer service, and...
Read more...

Headline News
Sage MAS 90 ERP earned a perfect Five Star rating in the annual Review of Mid-Range Accounting Systems published in the September 2006 issue of...
Read more...

Which Payroll Solution Is The Best Fit For My Business?
Challenges with payroll tax compliance are significant these days. There are over 10,000 taxing agencies in the U.S. constantly changing regulations and penalties (up to 11 percent of payroll tax deposit) for late or missed payments. While processing payroll is a necessary part...
Read more...

Not Getting What You Expected From Your Software?
Last issue we learned that not getting what you expect from your software is probably not the software’s fault. We talked about individual user training and in this part, we’ll examine software utilization at the organizational level. Certainly, these two are tightly intertwined...
Read more...

Year End 2005

Written by Todd Martin on .

This Issues Topics:

Getting Ready For Year-End Processing
Year-end processing within Sage MAS 90 and 200 ERP involves many steps, and many of them can be performed in advance of the actual closing process. In this article we’ve highlighted some of the most important steps you can take in preparation for the important and...
Read more...

Year End Specific Articles Include:
  • Sage MAS 90 And 200 Year In Review
  • Creating A New Sage MAS 90 And 200 Company Is Easy As 1-2-3
  • Year End Updates
  • It’s The Order That Counts
  • Malware Beware! The Security Of Your Data
Read more...

General Module Closing Details For:
  • Purchase Order
  • Sales Order
  • Inventory Management
  • Payroll
  • Accounts Receivable
  • Accounts Payable
  • General Ledger
Read more...

In The Spotlight:
Sage MAS 90 And 200 Extended Solutions
The start of a new year is a great time to review procedures and practices with an eye toward improving efficiencies. Here are several Extended Solutions for Sage MAS 90 and 200 ERP that promise...
Read more...

Acumatica PartnerAcumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations.

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