Have you ever spent time searching for Sage 100 product documentation? Upgrade guides are available from links within the Sage 100 program. But what if you are not in front of your accounting system and need to access the documentation?
The Customer Upgrade Guide is a thick document that is available in PDF format. It outlines in painstaking detail the latest features added in the preceding versions. Sage has posted these guides online as PDF files for several years. Recently they’ve also posted the content in HTML format for easier web access.
The key what’s new documents include:
- What’s New – Product bug fixes included in the latest release
- Installation and System Administrator’s Guide – Instructions for installing or maintaining Sage 100
- Upgrade Guide – New features added for the latest Sage 100 release as well as several prior releases. This is a good guide to use for training employees on new features.
- Supported Platform Matrix – Unfortunately, this is only available in PDF. The document shows what server and workstation operating systems are officially supported by Sage. This also includes minimum memory and processor configurations.
- Upgrade Checklist – A somewhat lengthy set of items to review prior to completing your Sage 100 upgrade.
You have two choices for reviewing Sage 100 documentation online.
Sage 100 Documentation Online – PDF Format
Documentation is available online at http://cdn.na.sage.com/docs/en/customer/100erp/Documentation.htm. This site contains direct links to documents in both PDF and HTML formats ( as available ).
There is no login required, which makes this very easy for employees to bookmark and access these guides during and after a Sage upgrade.
Documentation for selected versions is available for download in PDF format by following the links from the URL above.
If you prefer, you may now read the same information online in HTML format without having to download a PDF. This can be handy for sharing with other employees or in situations where you may not have the ability to install a PDF reader.
To access the online (HTML) copies of the documentation just look for the “Website” links as shown below.
Getting Started With Sage 100 is Online Too
Do you have new employees who could use some basic training on the fundamentals of Sage 100? The Getting Started Guide is now available in HTML.
Some of the common procedures covered include:
- Companies and users – how to create Sage 100 companies, users, passwords and user settings
- Accessing modules and tasks – How to change the accounting date, module and open tasks in a second company
- Using the lookup’s basic features
- Using the lookup’s advanced features
- Printing reports, listings or forms
- Creating a report setting
- Setting up Sage Intelligence Reporting
- Setting up sales tax information
- Understanding how sales tax is calculated
- Changing sales tax information
- Troubleshooting – how to interpret error messages, obtain additional infomration
- Overview of module setups steps
Should you want to keep a paper copy of the online information you can use the printer icon in the upper right of the Getting Started pages. This will let you print to your choice of printers – which can also include PDF.
Click on the printer icon. Select the printer you would like to use. If desired, you can print the Sage 100 getting started information to PDF.
Sage 100 File Layouts Online
If you’re trying to create a Crystal Report or otherwise access the Sage data tables then you should make note of the file layout guide which is also available online.
Each table along with all fields for versions 2021, 2020, and 2019 are documented online at Sage File Layouts.
When Sage 100 version 2022 is released in March/April of 2022, then the guides will be updated to include the latest table changes ( if any ).
One of the reasons you might consider using the web ( HTML ) version of Sage 100 documentation and file layouts is that you’ll always have access to the most current copy of the document(s).
If you are using a PDF and Sage issues an update then you’d need to (a) know that an update was issued and (b) remember to go online and download the latest copy.