4 things to note before closing the books

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

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)

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?

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

What's New in Sage CRM 2018 Release 3 (R3)

What's NewSage CRM 2018 Release 3 (R3) is now available. Here’s a look at some of the top new features in the latest version including enhancements to the calendar, quick find, MailChimp integration, and more.

Calendar Enhancements

You can now use the “quick method” to create appointments in My CRM calendar of other users. Both you and the other user to whom the calendar belongs are added to the User field of the appointment you create as

What's new in Sage 100 Version 2018.4

Version 2018.4 Now Available for Download

Whats NewSage 100 2018.4 is now available. Let’s take a look at some of the most recent enhancements and product updates that are included in the newest release.

Consolidate Multiple Orders in Shipping

With Sage 100 2018.4, you can now consolidate multiple sales orders into one shipment in Shipping Data Entry. Two new fields have been added on the Entry tab in Shipping Setup Options including Consolidate Orders on One Invoice and Consolidate by Customer PO No.

Depending on the settings you choose, you can

Sage Contact for Office 365

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

Take a Personal Sage CRM Test Drive

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.
Test Drive Sage CRM

©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 2017 Product Update 6 (5.40.6.0)

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.

Accounts Receivable

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


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.


System Setup

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

Sage 100 2018 Product Update 4 (6.00.4.0)

The following is a list of corrections and selected enhancements added to Sage 100 2018.4
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.

Accounts Receivable

  1. Memos are no longer displayed in Customer Inquiry & Customer Maintenance when Memo Options is set to Hide and Auto Display is not checked in AR Memo Manager Maintenance for Customer Memo Type.
  2. "Error 15 AR_CustomerListingBal_rpt.pvc 572" no longer occurs when running AR Customer Listing with Balance report.
  3. Sage 100 Support added for EMV Credit Card Chip Processing using an Ingenico iPP320 or Equinox L5300 device.


Bar Code

  1. An updated SetupConnectIt64.exe is being installed to the Sage 100 Server's ..\mas90\wksetup\Prerequisites\Scanco folder.
  2. Mobility for Bar Code Enhancement, import batching can now be controlled by a batch comment from the hand held device.


Bill of Materials

  1. ***Invalid Bill*** no longer prints on Summarized Bill of Materials Report for Option Bills with a component that is also a Bill of Material.

Job Cost

  1. The address on the Job Cost Billing Invoice now prints the address from AR Customer.
  2. Error "A General Ledger Account is missing for a division number: xx" no longer occurs when posting Retention in Job Billing and "Track Job Cost Retention Receivables" is unchecked in AR Options.
  3. "JC_ConvertToFramework:000000:000 - Error #1: Logical END-OF-RECORD reached, File: JC_JobMemo.m4t" no longer occurs during conversion.
  4. Multiple J/C Reports Job to Date amount is now accurate.
  5. There is a new Cost Type Mapping Utility to map invalid cost types to valid values. The new utility can be launched from File > Run > *UTL.
  6. Actual % Complete entered in Job Billing Data Entry now prints correctly on Job Billing Invoice.
  7. No longer receive error "The Cost Code Format is Invalid", when creating Alphanumeric Cost Code less than 9 characters.
  8. Customer Address no longer populates Job Address field in Job Maintenance when creating a new job and then selecting the Customer No.
  9. Billable Contract amount no longer changes when Retention amount is changed in Job Billing Data Entry.
  10. Job Status Maintenance settings are no longer ignored and do not prevent posting.
  11. Job description and job address are now carried over from the estimate when using Estimate Update to Jobs.
  12. When updating the Time Track Register from Job Cost, Time Track History is no longer overwritten if the exact same Employee, Date Worked and Sequence Number are used again in Time Track Entry.
    NOTE: This defect only fixes the Time Track Register when it is updated from Job Cost, where Time Track is only enabled in Job Cost Options. If Time Track is enabled in BOTH Job Cost And Payroll Options then you must also install PR 2.18.4 in order to fix both updates. (PR update was fixed in 2.18.4, Defect# 109771)
  13. Job Billing Data Entry for Time and Material jobs now includes the Item Code in the Description for transactions originating from Inventory.

Library Master

  1. Error 55 SY_LineEntry_ui.pvc 778 no longer occurs after creating a valid routine for a new field added to payroll.
  2. ALE Full Text search now returns results as expected in Sage 100.
  3. Error 65 SY_TASKLAUNCHER.M4P 0382 no longer occurs when running Journal/Registers task from Task Scheduler.
  4. Auto complete search now returns expected results in Sage 100.
  5. Records are now being written out to PR_EmployeePIIWRK correctly.

Paperless Office

  1. The Same e-mail Subject header text, such as the same <CustomerName> merge field, is no longer received by multiple recipients of Paperless Office Electronic Delivery e-mails.

Payroll

  1. An Error 45 no longer occurs when printing the Direct Deposit Maintenance Listing. Sage 100 2018 Product Update 4 or higher must also be installed to resolve the issue.

Purchase Order

  1. Quantity on Purchase Order is now correct after updating receipts with the same purchase order at the same time.

Sales Order

  1. Credit Card Authorization Date now populates into the SO_PickingSheetWrk table from SO_SalesOrderPayment.
  2. Corrected issue with Reset row in SO Invoice Data Entry clearing the line item when it is a Miscellaneous charge or a comment item instead of recalling the item from Sales Order.
  3. Corrected blank invoice list box in Sales Order and Quote History Inquiry drill down into item level when order has been applied to a Multi SO Invoice entry.
  4. Sales Commission and Gross Profit is no longer Overstated on Kit Items with Back Order.
  5. Print Pick Sheets is now deselected in Sales Order Entry when Sales Order Type is changed from Standard to Quote.
  6. SO Invoice Printing, Lines are now printed in proper order.
  7. Corrected issue with reset row removing miscellaneous charge and comment type item in Shipping Data Entry
  8. Workstation Synchronization has been enhanced to display a warning if one or more files could not be updated. See Sage 100 Knowledge base number 92996 for more information.

System Setup

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

Sage CRM 2018 Release 3 Coming Soon

Sage CRM 2018 Release 3 (R3) is scheduled for availability in August 2018. This latest version will include a number of improvements including these highlights:

More Calendar Enhancements - in addition to the ability to now create quick appointments for other users, you can also view all items in the calendar as a list to make better use of screen real estate.

Quick Find - Quick Find has been improved so you can search for Person and Company records by their postal address, email address, or phone number.

Supported Character Sets - improved support for Unicode characters, including special characters and emojis.

Customer Cases - more than 50 customer cases and product fixes have been addressed with this release.

©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.

Bill of Materials in Sage 100 Cloud 2018.3

A new field ‘Sync Misc Charge Changes with Bill Tables’ has been added to Bill of Materials Options. There are three options for updating bills with changes made for miscellaneous change items in Miscellaneous Item Maintenance:
  • Yes - to update bills with the changes made in Miscellaneous Item Maintenance.
  • No - if you do not want to update the bills
  • Prompt - to receive a message when you update a field for a charge item in Miscellaneous Item Maintenance asking if you want to update the field in Bill of Materials.

Release Notes and Other Details

Download the What’s New Document and Release Notes for full details of all enhancements and program fixes applied in Sage 100 Version 2018.3 and be sure to contact us if you need help updating your Sage 100/Sage 100cloud system to the current release.


©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.

Sales and Purchasing in Sage 100 Cloud 2018.3

In the Sales Order module during invoice data entry, you can now apply multiple sales orders to an invoice if the invoice type is either Standard or Cash Sale. In addition, several reports, forms, registers, and on-screen inquiries have been updated to indicate that multiple sales orders have been applied.

In the Purchase Order module when creating POs using ‘Auto Generate from Sales Orders’, any drop-ship items that are used in multiple lines in a sales order can now remain on separate lines in the purchase order. Previously, duplicate lines were consolidated into one line in the PO.

©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.

Custom Office Enhancements in Sage 100 Cloud 2018.3

Several changes and improvements were made to the Custom Office module including:
  • Calculator Option for Numeric Fields - A calculator check box has been added to the Multi-Line Definition window. Select this check box to include the calculator button next to the field.
  • Buttons Appear in Screen Editor - In the Customizer screen editor, Calendar, Calculator, and Lookup buttons now appear as they do when using the screen in Sage 100.
  • Ability to Exclude UDFs from Selection Grids - Use the new ’Exclude from Report Selection’ check box when adding a user-defined field (UDF) to a table for a main entity, such as AR_Customer, to exclude the UDF from selection grids for reports that use the table.
exclude from report selection

©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 2017 Product Update 5 (5.40.5.0)

The following is a list of corrections and selected enhancements added to Sage 100 2017.5
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 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.


Accounts Receivable

  1. Running the Credit Card Settlement Report no longer returns a communication error.

Bill of Materials

  1. "Record <Part Number> is missing..." error no longer occurs when running the Bill of Materials Summarized Where–Used Report in Sage 100 Premium.

Customizer

  1. PO Receipt Header UDF now updates PO Purchase Order Header UDF.

e-Business Manager

  1. The message "An error occurred while attempting to process the page you requested. Contact your account representative or the Webmaster" when processing credit cards on a website using eBusiness Manager, can be resolved by copying the following files from the Sage 100 Server and adding/replacing them on the Server running the Web Engine: pvxclr4.dll,Sage.Exchange.dll, and wsVault.dll. Then run the Web Engine as an Application, not as a Service. There is another outstanding defect regarding the Web Engine running as a Service,see Knowledge Base entries 82537 and 82539.

Fixed Assets

  1. Closing date is no longer different than the Sage Fixed Assets ending date.

Inventory Management

  1. Tier Type is no longer missing from IM_ItemCost after update quantity committed.


Sales Order

  1. Error 14 _WINPROC 320 no longer appears when performing more than one Quick Print in Shipping Data Entry.


Web Services

  1. Certain Web Services APIs no longer fail after upgrading to Sage Exchange Desktop (SED) 2.0.

New Warehouse Status Settings - Version 2018

With the release of Sage 100 Version 2018, there are new warehouse status settings available that help you better manage your warehouses and inventory. In this article, we’ll take a closer look.

Warehouse Maintenance

warehouse boxIn Warehouse Code Maintenance, a new status field has been added that allows you to set a warehouse status to one of three options including Active, Inactive, or Restricted. Since the Active status is self-explanatory, we’ll explore what it means to chose either Inactive or Restricted.

Inactive Warehouse Status

The Inactive status is intended for warehouses that are no longer in use. If a warehouse status is Inactive

Sage 100 2018 Product Update 3 (6.00.3.0)

The following is a list of corrections and selected enhancements added to Sage 100 2018.3
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.


Accounts Payable

  1. The DiscountAmt field in AP_CheckHeader file now shows the total discount for all invoices included on the check.
  2. Vendor Maintenance Invoice Inquiry feature under 'More' displays invoices generated from Purchase Order Invoice amount now matches the Net Invoice Amount displayed on the AP Invoice History drill down screen.

Accounts Receivable

  1. Error "The Cash Receipts entry files are empty" no longer occurs when updating an A/R Cash Receipts batch where one deposit within the batch was transferred to a new batch.
  2. Running the Credit Card Settlement Report no longer returns a communication error.

Bill of Materials

  1. Enhancement made to allow for syncing of Misc Charge item fields that are changed to the bill detail tables.
  2. "Record <Part Number> is missing..." error no longer occurs when running the Bill of Materials Summarized Where–Used Report in Sage 100 Premium.

CRM

  1. Sage 100 Rebuild CRM no longer cuts off CRM Company Names more than 30 characters long.
  2. Added information to the "Cannot Synchronize Data with Sage CRM" message to help resolve the issue when no company records exist in Sage CRM.
  3. Quick Order Entry Component.exe is now being installed to the servers ..\mas90\CRM directory.
  4. Import into AR_Customer does create new CRM companies automatically.

Common Item

  1. In Direct Deposit Maintenance when an invalid routing/transit number is entered for the Immediate Destination a prompt now displays to accept the number.

Customizer

  1. PO Receipt Header UDF now updates PO Purchase Order Header UDF.

e-Business Manager

  1. The message "An error occurred while attempting to process the page you requested. Contact your account representative or the Webmaster" when processing credit cards on a website using eBusiness Manager, can be resolved by copying the following files from the Sage 100 Server and adding/replacing them on the Server running the Web Engine: pvxclr4.dll,Sage.Exchange.dll, and wsVault.dll. Then run the Web Engine as an Application, not as a Service. There is another outstanding defect regarding the Web Engine running as a Service, see Knowledge Base entries 82537 and 82539.

Fixed Assets

  1. Closing date is no longer different than the Sage Fixed Assets ending date

Inventory Management

  1. No longer receive "Error 43 IM_LOTSERIALTRANSINQUIRY_UI.pvc 534" after selecting a Lot/Serial number with Extension greater than 99,999,999.99 in Lot/Serial Inquiry.
  2. Tier Type is no longer missing from IM_ItemCost after update quantity committed.

Job Cost

  1. Fix "(Tax Code)" is not numeric" in version 2018 Job Billing Data Entry for a Fixed Contract job.
  2. No longer receive "record (report Name) is missing from SY_ReportManagerMaster.M4T." when using the Designer button to open any report on the Job Cost > Estimating menu.
  3. Cost Code Maintenance is no longer truncating alphanumeric Cost Code numbers that include a special character.
  4. Job Estimate Printing *SUB and *TOT calculation is now correct if the line is deleted and re-entered to a different line on the grid.
  5. New Comments or changes to Comment are now retained in Job Maintenance.
  6. Corrected issue with Time & Material transactions not summarizing by Job in Daily Transaction Register.
  7. Job Estimate Printing with Print Estimate Recap selected now calculates Overhead and Profit calculations correctly on the Estimate Recap.
  8. Job Transaction Detail Report no longer inserts a Page Break between each job when "Page Break by Job" is unchecked in report options.
  9. Corrected issue with Cost Code unit price and unit cost being truncated in Job Posting Entry.
  10. Corrected issue with navigation buttons not refreshing Revised Contract Amount display in Change Orders tab when moving between records.
  11. Error "xx-xx-xxx is not on file" after migrating data to v2018 with a Cost Code length less than 9 characters.
  12. Job Trans Detail History Report no longer inserts a Page Break between each job when "Page Break by Job" is unchecked in report options. And transactions are now sorted in date order under the Cost Code.
  13. The Error "The Burden Job Type generated an invalid Cost Code" no longer occurs when updating Payroll with Burden Allocation defined and using a Cost Code less than 9 characters.
  14. Overhead Allocation Register (Monthly or Daily) now updates to G/L in summary format.
  15. Job Billing Selection no longer duplicates Time and Material job transactions if the transaction date is less than or equal to the module date.
  16. Job Billing History Report Current Balance column no longer displays ##### if the Current Balance exceeds $999,999.99.
  17. Direct Cost Job Posting Register and Job Daily Transaction Register no longer prints ######## when amount is 1,000,000.00 or above.
  18. The correct Cost Code description now prints on the Job Cost Code Detail Report.
  19. Negative amounts entered in Job Posting Entry now post correctly to the G/L.

Library Master

  1. Error: "Database Connector Error: '[Database Vendor Code:9]' no longer occurs when printing the System Configuration Listing and the Payroll module is not part of the product key.
  2. The copy company process no longer completes when Sage Exchange Desktop is not installed and running.

Material Requirements Planning

  1. MRP Weekly Projected Demand is now reduced by a Sales Order in the same time period if the week starts in one month and ends in another month.

Purchase Order

  1. Fix incorrect overhead allocation calculation.
  2. No longer receive,"Missing selection table JC_JOB" in Auto Generate from Sales Order accessed from Purchase Order.

Sales Order

  1. Line messages on Sales Order Picking Sheets now print the quotation symbols instead of QUO+QUO.
  2. Error 14 _WINPROC 320 no longer appears when performing more than one Quick Print in Shipping Data Entry.
  3. Ship via no longer populates wrong freight amount in Shipping Data Entry.
  4. Batch is no longer locked in Print/Update status after transferring invoice in Sales Order Invoice Data Entry.
  5. In Sales Order Options, on the Job Cost tab, the window now displays when clicking on the Display Cost Type button.
  6. PTD, YTD, JTD cost at the Cost Code/Cost Type level is no longer overstated when posting invoices from Sales Orders where multiple jobs are created on the fly.
  7. Exclude from Certified Payroll Report field in JC_Job.m4t now defaults to N when a job is created on-the-fly in Sales Order.
  8. Error "SO_SalesOrderQuickPrint_UI.pvc 122" no longer occurs when printing Invoice from Sales Order and Quote History Inquiry if a Sales Order form was updated from 2018.1 or 2018.2 and Line 1 Message was populated.

Visual Integrator

  1. Auto generated Material Issue is now created with a batch number when importing a Completion into WO.TRNSENT with batch entry enabled.

Web Services

  1. Certain Web Services APIs no longer fail after upgrading to Sage Exchange Desktop (SED) 2.0.

Work Order Processing

  1. Error "The Warehouse Code is required" no longer occurs when entering a Completion transaction for a Special Item in Work Order.

Sage CRM 2018 R2 - New Features

We saw the first release (R1) of Sage CRM 2018 back in December. Now just a few months later, the second release (R2) is available and brings some great new features that we’ll take a closer look at in this article.

Sage CRM Calendar

Sage CRM 2018 R2 continues to build on what’s probably the heart of the application - the calendar. This release further extends the great enhancements in Version 2018 R1 with new filtering options in all calendar views. Action and Status filters can be added to Day, Work Week, Week and Month views and are retained for the session duration. In addition, the calendar now displays dates according to your personal settings in the Preferences area.

2018 - The Road Ahead for Sage 100

Sage recently provided us with a glimpse of the future for both Sage 100 and 100cloud including development goals, new features planned in upcoming releases, and continued expansion of the ecosystem of connected apps. Let’s take a closer look at the road ahead for your ERP software.
 

Product Vision and Strategy

One word that describes all current and future product development goals is modernization. That applies to modernizing not only the underlying technology, but to the user experience when it comes to things like ease of use, screen navigation, and the installation process. It also means that if you need to migrate from Sage 100 or 100cloud to another Sage product, it will be as easy as updating.

Sage 100 2017 Product Update 4 (5.40.4.0)

The following is a list of corrections and selected enhancements added to Sage 100 2017.4
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.


Accounts Payable

  1. Accounts Payable Adjusted Invoice no longer paid twice.

Accounts Receivable

  1. Error 20 AR_AgedInvoiceReport_rpt.pvc 386 is no longer occurred when previewing/printing the Accounts Receivable Aged Invoice Report.
  2. Correct amount for discounts allowed and A/R GL accounts posted to GL shown on Sales Journal Recap by Division when printing/updating.
  3. Fix Error: "<Customer Number> is in use by another user and can only be viewed" in Price Level by Customer Maintenance.
  4. Error 47 CI_CustomerFormatter.pvc 100 is no longer occurred when entering cash receipts for Cash customer.
  5. Schedule text is not displayed over Exemption No text on Sales Order Invoice Data Entry Header panel when Sales Tax Reporting is disabled.


Bar Code

  1. Invoices getting imported into Sage 100 through Bar Code were getting the correct Ship Date set from the Ship/Expire Date entered on the sales order.

Bill of Materials

  1. Costed Bill of Materials Report with Report Type Selection of Bills now ignores Integer Unit of Measure for Miscellaneous Charges.
  2. The Component Extended Description will now print on first and any additional Bill of Materials Picking Sheets.

CRM

  1. Sage 100 Rebuild CRM no longer cuts off CRM Company Names more that 30 characters long.
  2. Added information to the "Cannot Synchronize Data with Sage CRM" message to help resolve the issue when no company records exist in Sage CRM.
  3. Quick Order Entry Component.exe is now being installed to the servers ..\mas90\CRM directory.
  4. Memo button visible when accessing Customer Maintenance via Sage CRM.
  5. Launching Customer Maintenance and editing the customer immediately after linking a company to a customer no longer returns the message "Record has been changed by another user andthe changes will not be saved upon accept".
  6. Import into AR_Customer does create new CRM companies automatically.

Customizer

  1. Drop-Box UDF no longer loses Drop-Box Functionality when Panel is Modified.
  2. Required UDF is being enforced.

Fixed Assets

  1. Error: "Report output exceeds printer width or record length exceeded on file write operation" is now fixed.

Inventory Management

  1. There are no Unit Cost discrepancies for FIFO component item in BOM Production Entry and Disassembly.
  2. The Retail Price is not disabled anymore, if user moves to different tab and check or uncheck the Allow Returns check box.

Job Cost

  1. Last invoice from previous job are appearing on the Job Masterfile Maintenance on Billing History tab for new Job if same customer.

Library Master

  1. No "Restrict Accounting Date to Current and One Future Period" allows users to change posting date to more than one future period.
  2. The following message is showing when user ran the rebuild key files for the AP_Audit.M4T with the Integrity check option. No problems have been found during the Integrity test.
  3. Dates from secondary tables are now sorted correctly in Custom Lookups.
  4. Fixed the Error: "Unable to view" [name of report, register etc] Database Connector Error:[Database Vendor Code:9]".

Paperless Office

  1. On the fly "From" e-mail address is now used when Electronically Delivering Accounts Payable Check Remittance Advice. Note that the Electronic Delivery button has been moved from the check printing and stub printing screens. The Electronic Delivery for Forms screens now appears after the user says Yes to update the check register.
  2. 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.
  3. Error message "The column is not part of the key" no longer occurs after installing 2017 TTU and selecting existing Journal and Register Maintenance for P/O Daily Transaction Register in Paperless Office for Sage 100.

Purchase Order

  1. The PO numbers are showing with the Alpha numeric after PO # 9 - Example - starts from 0000###, 9000### then A000### and no special characters are showing for PO Number after PO#9.
  2. Purchase Order Variance Register no longer only shows the First Invoice number.

Return Materials Authorization

  1. Option category now prints actual option description in RMA printing.

Sales Order

  1. Sales Order Entry and SO Invoice Data Entry Component items showed the correct qty ordered when "Kit" Bill is exploded due to masking.
  2. The 'Generate PO' button is hidden when 'Enable Purchase Order Generation During Sales Order Entry' is N.
  3. The Deposit Amt is showing as $0:00 for credit card and check, if user changed from Standard to Repeating order.
  4. AR Customer/Invoice Tab now shows a balance due for the invoice instead of 0.
  5. Quote Expire Date using Default Days Until Quote Expires from SO Options when Standard is selected as the default Sales Order Type in Default Values for Sales Order Entry .

System Setup

  1. Sage 100 Premium install no longer allows non-premium modules and demo data companies to be installed.

Visual Integrator

  1. Visual Integrator module, no longer allows importing records into Payroll Data Entry for Inactive or Terminated employees.

Sage 100 2018 Product Update 2 (6.00.2.0)

The following is a list of corrections and selected enhancements added to Sage 100 2018.2
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. Help for A/P Invoice History Inquiry has been enhanced.
  2. Unable to enter Amount on Credit Memo in Job Cost Distribution Detail when reversing an electronic payment is now fixed.

Accounts Receivable

  1. Error 20 AR_AgedInvoiceReport_rpt.pvc 386 is no longer occurred when previewing/printing the Accounts Receivable Aged Invoice Report.
  2. Correct amount for discounts allowed and A/R GL accounts posted to GL shown on Sales Journal Recap by Division when printing/updating.
  3. "Customer On Credit Hold" text font color is now red in Customer Maintenance version 2018.
  4. Fix Error: "<Customer Number> is in use by another user and can only be viewed" in Price Level by Customer Maintenance.
  5. Error 47 CI_CustomerFormatter.pvc 100 is no longer occurred when entering cash receipts for Cash customer.
  6. Schedule text is not displayed over Exemption No text on Sales Order Invoice Data Entry Header panel when Sales Tax Reporting is disabled.
  7. Fixed Error: "Payroll is not installed on this system" in AR Salesperson Maintenance when clicking Link button if Payroll is not installed.
  8. The Error: "65 CI_AuditTracking.pvc 355" is not occurred when saving new credit card in customer maintenance with AR Audit tracking enabled
  9. The Cash Receipts records are updating to AR or Job Cost correctly.


Bar Code

  1. Invoices getting imported into Sage 100 through Bar Code were getting the correct Ship Date set from the Ship/Expire Date entered on the sales order.

Bill of Materials

  1. The Component Extended Description will now print on first and any additional Bill of Materials Picking Sheets.

CRM

  1. Sage 100 Rebuild CRM no longer cuts off CRM Company Names more than 30 characters long.
  2. Added information to the "Cannot Synchronize Data with Sage CRM" message to help resolve the issue when no company records exist in Sage CRM.
  3. Quick Order Entry Component.exe is now being installed to the servers ..\mas90\CRM directory.
  4. Import into AR_Customer does create new CRM companies automatically.

Customizer

  1. Drop-Box UDF no longer loses Drop-Box Functionality when Panel is Modified.
  2. Required UDF is being enforced.

Fixed Assets

  1. Error: "Report output exceeds printer width or record length exceeded on file write operation" is now fixed.

General Ledger

  1. General Ledger Financial Reports displayed data on Sage 100 2018.1 Premium.

Job Cost

  1. Last invoice from previous job are appearing on the Job Masterfile Maintenance on Billing History tab for new Job if same customer.
  2. AP Check Register no longer hangs during update when integrated with Job Cost.
  3. An Error 65 CI_JobNo_VAL.pvc 69 no longer occurs in Job Billing Selection or Job Billing Data Entry.
  4. The Cost Code Format is no longer invalid when attempting to enter different segmented CostCode in Cost Code Maintenance in Sage 100 2018.
  5. The message changed as below on the prompt message box.Purge Closed Jobs Dated on or Before.
  6. Users are now able to enter an Actual Percent Complete greater than 9% in Job Billing Data Entry.
  7. User can able to proceed the Sales Tax Calculation with J/C Job Billing selected. There is no Error 88 AR_Salestaxcalculation_bus.pvc 119 displayed.
  8. Fix Error: "A missing GL account was found in Job Type: xxx" in Job Billing after converting to version 2018 and "Post to G/L for Work in Process" is unchecked in Job Cost Options.
  9. A/R Invoice with a job referenced is no longer adding $1 Sales Tax Billed to the invoice in Job Billing History - Version 2018.
  10. Calculated Overhead Allocation amounts from Job Posting Entry transactions are correct.
  11. Error 26 is not occurring for the Job Transaction Detail History Report & Job Transaction Detail Report when selecting Save As for the reports.
  12. Job Billing Data Entry Fixed Bill Totals tab is now displays the Job-To-Date Cost instead of the Year-To-Date Cost.
  13. Transaction Date is retained in Primary Grid when exiting Job Posting Entry.
  14. Trans Date in Job Posting Entry is now defaults to Module Date not System Date.
  15. Cost Code Detail Unit Price and Unit Cost amount can be entered after the decimal.
  16. Job Billing Data Entry line Bill Amount is recalculate correctly when Bill Rate is changed for a Time & Material job in version 2018.
  17. Fix Job Billing Register update to G/L does not relieve WIP when Post to G/L for WIP is selected in Job Cost Options.

Library Master

  1. The following message is showing when user ran the rebuild key files for the AP_Audit.M4T with the Integrity check option. No problems have been found during the Integrity test.
  2. New logic added to strip leading spaces and spaces in the middle of a date field which creates invalid date and produces Error: "Unable to view" [name of report, register etc] Database Connector Error: [Database Vendor Code:9]".
  3. Dates from secondary tables are now sorted correctly in Custom Lookups.
  4. Error 13 no longer occurs after installing 2018.1 on a 2018 installation without PR installed.
  5. Fixed the Error: "Unable to view" [name of report, register etc] Database Connector Error:[Database Vendor Code:9]".
  6. Auto-Complete is not slow when running with a large data set on SQL.

Paperless Office

  1. On the fly "From" e-mail address is now used when Electronically Delivering Accounts Payable Check Remittance Advice. Note that the Electronic Delivery button has been moved from the check printing and stub printing screens. The Electronic Delivery for Forms screens now appears after the user says Yes to update the check register.
  2. Error message "The column is not part of the key" no longer occurs after installing 2017 TTU and selecting existing Journal and Register Maintenance for P/O Daily Transaction Register in Paperless Office for Sage 100.
  3. An Error 46 PL_CommonUtility.pvc 2912 no longer occurs when printing the Labor Distribution Report and using Job Number as report format.

Purchase Order

  1. The PO numbers are showing with the Alpha numeric after PO # 9 - Example - starts from 0000###, 9000### then A000### and no special characters are showing for PO Number afterPO#9.
  2. Receipt of Goods Posting Comment to Job Cost is no longer missing the Vendor Number and Receipt number in version 2018.1.
  3. PO Material Requisition Register update no longer hangs when there are multiple lines with Job Cost detail in Sage 100 2018.

Sales Order

  1. The 'Generate PO' button is hidden when 'Enable Purchase Order Generation During Sales Order Entry' is N.
  2. The Deposit Amt is showing as $0:00 for credit card and check, if user changed from Standard to Repeating order.
  3. AR Customer/Invoice Tab now shows a balance due for the invoice instead of 0.
  4. Help for S/O Printing from history.
  5. Quote Expire Date using Default Days Until Quote Expires from SO Options when Standard is selected as the default Sales Order Type in Default Values for Sales Order Entry.

System Setup

  1. Sage 100 Premium install no longer allows non-premium modules and demo data companies tobe installed.

Visual Integrator

  1. Visual Integrator module, no longer allows importing records into Payroll Data Entry for Inactive or Terminated employees.

Work Order Processing

  1. Error message is not appearing as follow The Warehouse Code is required" and we added the logic for inactive warehouse code - User will not be added the Inactive Warehouse.

Perpetual License Pricing Change Coming in March 2018

While many software providers have moved solely to subscription-based licensing, Sage continues to offer both subscription and perpetual license options to customers. In order to accommodate the added cost of maintaining both options, Sage announced that they’ll be adjusting the price of Sage Business Care prices for Sage 100 perpetual licenses.

Beginning in March, Perpetual customers will see an annual increase of 20% on their renewal notification for any Sage Business Care plan renewing on or after March 1, 2018.

Sage states that pricing adjustments are determined based on an annual review across their entire solution portfolio which considers market conditions, the cost of doing business, added value delivered through major product releases, and various other factors. The price increase reflects the added personnel and resources required to support both subscription and perpetual license models.

Note: the increase does not affect Sage 100cloud subscription licenses which remain the same.

©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 CRM - 2018

Introducing Sage CRM 2018

Sage CRM 2018 is now available. Enhancements in this newest version focus on continued calendar improvements, ease of use, and simplified navigation across the product. Let’s take a closer look.

Sage CRM 2018 Calendar

You may have noticed that enhancing Calendar functions has been a focus over the last couple of new releases and version 2018 continues that trend. Because the Calendar is at the heart of so many activities in Sage CRM, the following improvements are now available:

Task Quick Complete - Allows you to complete a task with a single click. Completed tasks are automatically removed from the screen when filtering by ‘Pending’.

Drag and Drop Calendar Appointments - Appointments can be moved by dragging and dropping it to a new time in the Day, Week, Work Week and Month views.

Sage 100c Name Change

Just when you thought you had the different product names figured out, we learned that Sage will be changing the name of Sage 100c. Effective in March 2018, Sage 100c will be renamed to Sage 100cloud.

It’s primarily a marketing change designed to align Sage 100c with other cloud-focused products and services. However, there’s no new licensing or features to become familiar with. Same product, different name.

©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 Sessions Live Events Coming to a City Near You

Earlier this year, Sage announced that in lieu of hosting a big annual Sage Summit event like we’ve seen in years past, the company has decided to take the show on the road and get closer to customers on their home turf.

The newly-formatted “Sage Sessions” tour is comprised of a series of live regional events throughout the U.S. and Canada. Similar to Sage Summit but more compact, Sage Sessions is a single-day event featuring a keynote, breakout sessions, product demos, and a lunch & mingle reception that provides networking opportunities. Each stop will also feature a scaled-down trade show and opportunities to speak with product experts from Sage and third parties.

There are currently 10 stops scheduled in the U.S. and Canada as follows:

Los Angeles - February 13 (Registration Now Open)
Chicago - April 25
Toronto - May
Dallas - May
Atlanta - June 5
Montreal - June 26
Edmonton - July 11
New York City - July 24
Seattle - August 7
Vancouver - September 18

Pricing is $29 for early birds (up to 1 week prior to the event) and $49 standard after that.

Get Full Details and Agenda...

©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.

JOB COST 2.0

A Closer Look at Enhancements in Version 2018

With the release of Sage 100 and 100cloud Version 2018 late last year, the Job Cost module was totally redesigned and modernized to improve performance and usability. In this article, we’ll take a closer look at the improvements.

Enhancements Summary

At a high level, the following enhancements were applied to Job Cost 2018 (aka Job Cost 2.0):
  • Integrates with Payroll, A/R, and A/P along with implementation of a better file structure for improved performance
  • Better and more seamless reporting
  • Screens easier to use and personalize along with a new copy capability
  • Better integration with 3rd party products
  • Allows you to manage deferred revenue and expense

How to Correct an Out of Balance General Ledger

There are a variety of reasons that your general ledger can get out of balance.  In the video below, you’ll learn how to discover and correct the out‐of‐balance situation including instructions for making one‐sided journal entries.

©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.

AFFORDABLE CARE ACT (ACA) REPORTING & PROCESSING

When it comes to the Affordable Care Act (ACA), there are a variety of questions about how to track and report data in order to remain in compliance.

That’s why Sage has put together an ACA Resource Center to help you understand the provisions and how to comply using your Sage 100 software. Here are some popular ACA resources to consider reviewing.

HOW TO SET UP ACA TRACKING IN SAGE 100

Step‐by‐step instructions for setting up Sage 100 for ACA tracking and reporting.

MODULE CLOSING

Keeping Things In Order

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

CREATING A COPY COMPANY FOR ARCHIVE/BACKUP

At year end, it’s useful to create an archive company using the Copy Company feature. This provides a readily accessible copy (and backup) of the current year’s data even after you perform year end processing in your live company.
To make a copy company, go to:

Library Master > Main Menu > Company Maintenance

  1. Create a new
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