SPOTLIGHT ON: Sage CRM

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

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

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!

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

©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.

Action needed for 2015 Affordable Care Act

Sage announced in their Sage Channel News for November 2014 an Important announcement related to Affordable Care Act (ACA).

For each Sage 100 ERP company, it is important that the "Retain Perpetual History" option is activated in order to meet 2015 Affordable Care Act (ACA) reporting requirements. This feature ensures that customers will be collecting the proper data as they process their first payroll in 2015.

The Retain Perpetual History option is found in Payroll Setup Options, screen shot below. Additional details will be provided in early December.

Payroll Options for ACA

Sage 100 ERP 2013 Product Update 8 (5.00.8.0)

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 100 ERP 2014 Product Update 4 (5.10.4.0)

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.

Working with User Defined Fields

Sage 100 ERP user defined fields setupWhen you originally implemented Sage 100 ERP, you probably made some important decisions about your chart of account structure, account segments, and other aspects of accounting and reporting.

But what happens if your tracking and reporting needs change over time? That's where User-Defined Fields (UDFs) can help. Let's take a look.

What is a User-Defined Field?

User-defined fields can be added to any table in the Sage 100 ERP database. As the name suggests, these custom fields are defined and created by the user (that's you!) and allow you to store and track additional transaction detail that may not be provided as a standard field in Sage 100.

What is Social CRM?

Social media with CRMSuccessful companies are increasingly using tools like Sage CRM to develop and manage customer relationships. But if you only focus on your own internal CRM data, you could be missing opportunities online. Nowadays, more consumers are using social media to research products, ask questions, and solicit recommendations from their social networks.

So we want to introduce you to the concept of Social CRM. This concept is the combining of social media conversations with your in-house CRM data to help uncover new opportunities.

Understanding Level 3 Credit Card Processing

Sage 100 ERP customers can now take advantage of Level 3 Credit Card Processing. This new functionality for the Ready to Get Started? platform allows you to qualify for lower rates when processing business, commercial, and government payments. Here's what you need to know.

What is Level 3 Processing?

Level 3 processing expands your payment processing capabilities beyond the typical consumer transaction by allowing you to process business-to-business (B2B) and business-to-government (B2G) purchase cards. That's because B2B and B2G transactions are considered "lower risk" and carry much lower interchange rates. This means that merchants like you are charged less per transaction and for other fees like charge-backs.

7 Good Reasons to Invest in Mobile CRM

You've heard it all before... the future of business is mobile, more people rely on their phones than ever before, tablets are outpacing desktops, and so on .. so why haven't you invested in Sage CRM Mobile yet?

The benefits of mobile CRM go beyond tech trends and business jargon. It can actually have a significant impact on your company, your employee's day-to-day interactions, and your bottom line. Here are 7 reasons you should invest in Sage CRM Mobile today.

Start upgrading to Sage 100 ERP 2014

IN CASE YOU MISSED IT...

Sage 100 ERP Version 2014 is Now Available!

Sage 100 ERP Version 2014 has been officially released and is now available for download.

This latest version is packed with new features designed to help you leverage the cloud, get paid faster, close more sales, and work more efficiently.

Sage 100 ERP Version 2014 Resources

Download the "What's New in Sage 100 ERP 2014" Brochure
Visit the Sage 100 ERP Version 2014 Microsite

Ready to upgrade?
If you have any questions about Version 2014 or need help with upgrade, please contact us.

©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 2013 Product Update 7 (5.00.7.0)

Sage has released the seventh product update for version 2013 (5.00.7.0) on 7/1/2014.  Product update 6 for version 2013 was released to the VIP group only. Product update 3 for version 2014 (5.10.3.0) 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. 

This Product Update also contains program corrections introduced in 4.50.5.0 through 4.50.7.0, included in this report for reference.

If you choose to install this Product Update on a system that already has Product Update 7 installed, all programs released in Product Updates 1 through 7 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 100 ERP 2014 Product Update 3 (5.10.3.0)

Sage released on 7/1/14 the third product update for version 2014 (5.10.3.0). Product update 7 for version 2013 was also released at the same time. The second product update for version 2014 was released to the VIP group only. 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 3 installed, all programs released in Product Updates 1 through 3 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 5.00.7.0, 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 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 StandardServer.

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

Getting Started with Sage Cloud Connector

With all the buzz (and confusion) surrounding "the cloud", it can be hard deciding whether or not it makes sense for your business. But with Sage 100 ERP and the Sage Cloud Connector, you don't have to choose because you get the best of both worlds - flexibility of the cloud combined with the stability of your on-premises software. Let's take a closer look at this important new technology.

How Does it Work?

The Sage Cloud Connector works as the buffer (or bridge) between your on-premises Sage 100 ERP software and the cloud - connecting you to a whole new world of web-based add-on applications without having to purchase, install, and configure web servers or special hardware in-house.

You've probably heard about the new Sage web and mobile applications that are available in the cloud like Sage Inventory Advisor, Sage Mobile Sales, Sage Mobile Service, and many others. Sage Cloud Connector is the technology that allows the data and transactions to flow freely between your on-premises accounting system and these cloud applications. That means there's no duplicate data entry or import/export routines - it all flows seamlessly between your office and the cloud.

Why Should I Care?

8 Reasons to Upgrade

Sage 100 ERP Version 2014

To upgrade or not to upgrade? That is the question on the minds of many customers now that Sage 100 ERP 2014 is released and available for download. You may be wondering whether moving up to the latest version will benefit your company. So here are 8 reasons to consider an upgrade.

1. You Want to Leverage the Cloud

Sage 100 ERP Version 2014 allows you to connect your ERP system to

Understanding the "Customer"

In Customer Relationship Management (CRM)

It's easy to think of CRM software as a tool that only the salespeople use. But great Customer Relationships (the "CR" in CRM) are built on more than just sales. So let's take a look at some of the components of CRM software, like Sage CRM, that will help you deliver a wonderful and consistent experience with every customer interaction.

Customer Communication and Response

No doubt your accounting department gets regular requests from sales and customer service regarding the status of customer orders, shipments, credit limits, payments, and endless other accounting and operational inquiries.

When Sage CRM is integrated with Sage 100 ERP, all of your company

Better Intelligence in Sage 100 ERP 2014

Released in March, Sage 100 ERP Version 2014 is designed to connect you to the information you need to make better decisions, which is why you'll find plenty of new features and options in Sage 100 Intelligence Reporting. Here's a closer look.

Easier to Install, Access, and Use

To make installation and access even easier, Sage Intelligence now installs automatically with the Sage 100 ERP workstation setup (previously a separate step). Plus, Sage Intelligence can now be launched directly from the Sage 100 ERP Module Menus toolbar and the Tasks tab.

The updated version of Sage 100 ERP Intelligence Reporting is compatible with both 32-bit and 64-bit versions of Microsoft Excel® 2007, 2010, and 2013. Sage Intelligence is even easier to use

Sage 100 ERP 2013 Product Update 5 (5.00.5.0)

Sage released on 03/28/2014 the fifth product update for version 2013 (5.00.5.0). 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 5 installed, all programs released in Product Updates 1 through 5 will be reinstalled.

This Product Update also contains program corrections introduced in 4.50.5.0 through 4.50.7.0, included for reference.

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.

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
ReleasedNameDescription
12/01/2013 Sage CRM 7.2D Hot Fix for Sage CRM 7.2
04/30/2014 AP5003-T  Credit memos are not available for selection in Accounts Payable Invoice Payment Selection, when either selecting invoices using the Select button, or the Proceed button.
03/28/2014  Sage CRM 7.1L Hot Fix for Sage CRM 7.1

Sage 100 ERP Version 2014 Released

Sage 100 ERP 2014 Released for Download

Sage announced the release of Sage 100 ERP 2014. The new version is available for download on the partner and customer portal. With the 2014 release of Sage 100 ERP, Sage continues to deliver value with a variety of new system enhancements, Sage Mobile Solutions, and Sage Inventory Advisor to our customers. Sage 100 ERP 2014 connects customers to the cloud, giving their business access to cloud and mobile capabilities to confidently run their business.

Sales and services people have access to customer information and can invoice customers and collect payments from the field. Procurement has deep visibility into inventory to properly manage stock levels. Invoicing is done electronically and managed by exception. Executives have analytics on all parts of the business, everything connected with Sage 100 ERP 2014.

Sage 100 ERP 2014 is the foundation for companies looking to:

Paperless PDF Whiteout

So you spent a lot of time customizing your Sage 100 ERP forms. They look exactly like you want them to and print just the way they should. Everything in the world is grand. Then you look at your paperless output and notice that everywhere you had a black background and the text set to white, the text shows a white block. It is like someone got a hold of a bottle of whiteout and marked through your output. What is going on?
Paperless-with-white-blocks-showing

Sage 100 ERP 2014 Product Update 1 (5.10.1.0)

Sage released on 03/03/2014 the first product update for version 2014 (5.10.1.0). 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 5 installed, all programs released in Product Updates 1 through 5 will be reinstalled.

This Product Update also contains program corrections introduced in 5.00.5.0.

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. 

All Sage 100 ERP 2013 Product Updates will require the installation to be from the Sage 100 ERP Server. 

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
ReleasedNameDescription
 05/13/2014 Sage CRM 7.2d Hot Fix for Sage CRM 7.2
05/13/2014 IT5000-T "Web Access is not Available" message occurs when trying to access .Store / .Order websites."
04/29/2014 LM5007-T "Some programs or reports are not being updated during the installation of Sage 100 Premium ERP 2014 Update 1 (5.10.1.0)."
04/17/2014 AP5002-T "Credit memos are not available for selection in Accounts Payable Invoice Payment Selection, when either selecting invoices using the Select button, or the Proceed button.
03/13/2014 LM5006-T "Another version of this product is already installed..." message occurs when running Sage 100 Standard ERP 2014 Workstation Setup on a workstation that has Sage 100 Standard ERP 2013 installed.
03/03/2014 Sage CRM 7.2c Hot Fix for Sage CRM 7.2
03/03/2014 Sage CRM 7.2b Hot Fix for Sage CRM 7.2
03/03/2014 Sage Intelligence Licensing and Scheduler hot fix for Sage 100 ERP 2014

Sage CRM and Sage 100 ERP

Great Products That Are Better Together

We mentioned earlier that Sage 100 ERP 2014 will feature a completely rewritten integration with Sage CRM, bringing an even tighter connection between the two products. But beyond the technical details, what does it really mean to have CRM and ERP working together in one system and providing a single view of your company? Let's explore.

Sage Intelligence Sneak Preview

New Standard Reports Included with Sage 100 ERP 2014

Sage Intelligence ships with predefined report templates designed to get you up and running quickly – without having to build reports from scratch. You can then modify these templates to fit your business perfectly. With the release of Sage 100 ERP 2014 in just a few short weeks, several new standard reports will be added.

Sage Inventory Advisor Update - Setup Cost

Announcing Lower Flat Fee Setup Cost!

We're excited to announce a new, lower setup fee for Sage Inventory Advisor which is now a flat $2,250 - regardless of whether you're tracking 5 or 500,000 items.

The setup fee for Sage Inventory Advisor previously ranged from $2,200 to $9,000, depending on the number of SKULs (Stock Keeping Units by Location). As you can see, the new flat fee is on the low end of that range!

Preview of Sage 100 ERP Version 2014

Sage recently published a pre-release guide for Sage 100 ERP Version 2014 which provides a sneak peek at all the new features and enhancements expected. Let's take a closer look at this upcoming new release scheduled for auto-delivery download to existing customers in February or March.

Even Faster and Easier to Use

Sage 100 ERP 2014 will be packed with a collection of product-wide enhancements that make the software easier to use and make you more productive. Many of the improvements were submitted by customers like you at the Sage 100 Ideas Website including the new Auto-complete feature that helps you quickly locate customer, vendor, and item records. Simply begin typing a name or item description and Auto-complete will populate a list of closely related matches that you can select.

A new Invoice List button allows for quick invoice lookup in Accounts Payable Invoice Data Entry, Repetitive Invoice Entry, and Accounts Receivable Repetitive Invoice Data Entry. Using the new flashlight icon you can easily search for invoices without having to select a customer first.

Other notable product-wide enhancements include:

Welcome to Sage City

Sage City is a new online destination that brings the entire Sage Community together to meet, share ideas, ask questions, and impart knowledge and experience. You can connect with product experts, fellow Sage customers, industry peers, and a whole community of support to help you get more out of your software.

sage city logo online
Join the discussion at:
https://SageCity.NA.Sage.com

Sage Payment Gateway Scheduled Downtime 1/13/2014

Sage announced today that there is a scheduled maintenance which may have some downtime on Monday, January 13th, 2014.

Here is the Original announcement

Sage Payment Gateway Scheduled Downtime 1-13-2014




Sage Payment Gateway Scheduled Maintenance Monday, January 13, 2014



On Monday, January 13, 2014 Sage Payment Solutions will be performing system maintenance between the hours of 2 am and 5 am EST. During this period, Sage gateway merchants, including Virtual Terminal, Sage Mobile and McKesson Mobile merchants, may be unable to process transactions or settle batches. Every measure has been taken to keep the system updates as short as possible. This upgrade is part of our ongoing effort to provide you the most modern, robust and secure processing systems and solutions available. The Automatic Settlement Process will not run during this period, but will re-commence once systems are resumed.



For more information and updates regarding this issue, please visit our Self Service Portal at https://www.sagepayments.com/Support-Resources/Self-Service-Portal



We value your business and remain committed to your satisfaction. If you have questions or need additional information, please contact This email address is being protected from spambots. You need JavaScript enabled to view it..



Best Regards,

Virtual Support






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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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