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Can’t Save Sage Intelligence Repository Path (Resolved)

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On a recent Sage Intelligence implementation I was suddenly unable to save an updated repository location.

The repository for Sage Intelligence

Make sure the user has full rights to the following location:

c:\ProgramData\Sage Software\SageMASIntelligence52\

The config.ini in this folder maintains the licensing for the workstation

If you are on a Terminal Server then you’ll need to ensure everyone has access to this folder or you may see a prompt to enter the repository which will never save and keeps prompting.

Here’s How Customers Can Pay Your Sage 100cloud Invoices Directly From Email

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The ability to accept multiple payment methods within Sage 100 is an important option for keeping and attracting customers.

Sage 100 has always supported cash payments against invoices but this requires that you wait for your customer to mail in a check which can cause delays and cash-flow problems.

With later releases, the ability to accept credit cards is built into the software. Without requiring any additional module to provide the ability to process card transactions.

Sage 100cloud natively supports the following types of credit card transactions from within Sage 100 and Sage 100cloud.

When fully integrated to a credit card processor Sage 100cloud can process these types of credit card transactions:

  • eposit against sales orders
  • Pre-authorize an order amount prior to shipping
  • Process cash receipts by credit card
  • Create a credit memo to refund an amount back on the same credit card

How your customers can pay you directly from an emailed invoice directly

The Sage 100cloud paperless office capability enables you to send invoices directly to customers via email as a PDF attachment.

While this can greatly save on the cost of postage it might not speed your time for collecting payment.

Sage 100cloud supports several credit card providers. One popular credit card option is APS Payments.

About APS Payments Sage 100cloud Credit Card Processing

Tokenized credit card data simplifies PCI Compliance

• Daily, automatic batch reporting
• Level 3 Processing
• Multi-currency capable
• ClickToPay integrated invoice portal
• ACH and ClickToPay Direct
• No installation, maintenance, or setup fees
• 24/7 live support

APS Payments integrates fully to Sage 100cloud, utilizes a secure payment vault and also allows for level 3 processing.

When APS Payments has been installed as your credit card processor you’ll also be able to configure the delivery of emailed invoices to also include a special link that your customer can click and submit a credit card payment.

Tip: How to setup credit card processing for Sage 100cloud

Here’s how emailed Sage 100cloud invoices can be configured for APS ClickToPay

Once you’ve decided to allow customers to pay your invoices from email you need two primary things:

  • Select APS Payments as your processor
  • Enable APS ClickToPay from within company maintenance (available for version 2013+)

Once installed (see this link for a copy of the guide) , there is an option within the company maintenance screen to enable APS ClickToPay.

Then you only need to modify your paperless office invoices to add a link for the customer to click and pay your invoices upon receipt in their email.

Do this by modifying your Crystal Reports invoice form. There are two included samples to use as guides.

  • AR_Invoice1ClickToPay.rpt
  • SO_Invoice1ClickToPay.rpt

APS ClickToPay adds three fields to your Sage 100cloud Crystal Worktables

  • D531_C2PLinkCode which identifies the invoice to the gateway. Not normally used in forms, but included for special reporting.
  • D531_C2PUrlLink which contains the full URL to link for the invoice on the gateway. This field is the one the customer will click on and is therefore critical.
  • D531_C2PCustomer which allows you to suppress the URL if the customer is opted out of APS ClickToPay.

The guide (copy here) walks you through the setup of the form, including how to suppress the button should you have customers that you do NOT want to offer the APS ClickToPay option.

The opt out ability means that you could implement APS ClickToPay for every one of your customers or you could implement it only for customers who has requested it (and opt-out the remainder). The choice is yours.

DSD InstaDocs Adds Ability for Paperless Office to Send PDF Attachments With Sage 100cloud Invoices

An update to the popular DSD InstaDocs enhancement for Sales Order allows you to send Paperless Office invoice emails along with any file attachments specific to that invoice.

Perfect for safety sheets, warranty information or anything additional you might need to send along with an invoice as an attachment.




Sage 100cloud Credit Card Processing Resources

APS Payments Setup Manual

APS ClickToPay Setup and Configuration

DSD InstaDocs for Sage 100cloud Sales Order Data Sheet

Request more information on Sage 100cloud credit card integration here

How To Rebuild Menus in Sage 100 3.x to 201x

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You may encounter a case where your Sage 100 menus aren’t rendering properly. In this situation, you may not have much control over the menu structure short of rebuilding it from scratch.

Fortunately, Sage 100 has a tool which will re-compile the menus and (hopefully) restore them to their normal state.

The hidden utility used varies based on the version of Sage 100 in use.

The instructions work for both Sage 100 and Sage 100cloud. As always, before running any utilities on your Sage data please ensure you have a complete backup just in case you need to restore one or more files.

To Rebuild Sage 100 Menus:

Sage 100 Version 4.20 and later

  • Click File, Run.
  • To start the Menu Maintenance program, enter SY_MENU_UI
  • Click OK.
  • Click Accept.
  • Note: In version 4.20, the progress bar does not open immediately after clicking Accept.
  • Close the Menu Maintenance window.
  • Exiting and restarting Sage 100 may be required.

Sage 100 Version 4.0 through 4.10

  • On the Sage MAS 90 or 200 File menu, click Run.
  • Type SYZCON
  • Click OK.
  • At the -> prompt, enter the following; press ENTER after each line.
  • ->menus=new(“sy_menu_svc”,%sys_ss)
  • ->? menus’compilemenu()
  • ->drop object menus
  • ->bye
  • Note: The compile menu returns 1 if the process is successful or 0 if the process fails.

MAS 90 or MAS 200 Version 3.x

  • On the Sage MAS 90 or 200 File menu, click Run.
  • Type SVMUPD
  • Click OK.
  • Select All Applications, and click Proceed.

How To Manually Refresh You Sage 100 Payroll Subscription Keys

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I just had a customer whose payroll renewed in early March. Yet despite that renewal, they still were receiving the message ” Your payroll subscription has expired you can continue processing payroll for 45 days. Please contact Sage before xx/xx/xxxx to renew your subscription“

First: Verify The Sage 100 Payroll Subscription Was Renewed

The first step is to make sure your payroll renewal was actually processed. For this step, you should log in to the Sage portal to review the payroll expiration date.

You can also view the date Sage 100 thinks payroll expires by starting Sage 100 and selecting File – Run and typing *INFO.

If the expiration date on your Sage 100 payroll shows that the system was renewed and you are still receiving error messages then you’ll probably need to contact Sage.

If the expiration date shows that you are expired yet you are certain that Sage processed the renewal then proceed further and attempt to manually update your payroll keys.

There is an issue in Version 2017.1 and Version 2016.4 (ONLY) where the update button does not work, instead, you have to do the Edit / Activate for payroll subscription keys to be updated.

Second: Manually Refresh Your Sage 100 Payroll Keys

If you’ve verified that Sage received your renewal and you are still receiving an error message about your payroll soon expiring then try to refresh the keys manually within Sage.

This may be a two-step process.

Navigate to your Library Master – Setup – System Configuration – Registration Keys

Now click “Update”. In some cases it may tell you that you are up-to-date and there are no registration or subscription changes.

Next, click on EDIT and then Activate

If successful, you should see the “Activation was successful” message.

Now go back to File – Run and type *INFO to verify the next payroll subscription update date has been added to your Sage 100.

These instructions are valid for both Sage 100 and Sage 100cloud.

Please note, payroll updates and tax tables will no longer be available for Payroll versions 2017 or earlier after the December 2019 year-end.

How To Automatically Enter Sage 100cloud Registration Keys During Installation

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Here is a tip to automatically enter Sage registration codes upon installation

Create a masreg.ini text file and put that onto the root of C on the server. (Copy / paste the values from Portal).

The Sage 100 or Sage 100cloud installer reads everything automatically from the file.

Create the masreg.ini to include the following (substitute your actual product registration information):

[RegInfo]
Company=
Reseller=Reseller Company Name
Serial=0000000
RegId=0000000000
UserKey=00000000000000000000
pk1=
pk2=
pk3=
pk4=
pk5=

Place the above masreg.ini into the root of the server prior to beginning the Sage 100cloud installation.

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