Sage 100 & CRM – May 2023 Update

May 22, 2023 by Wayne Schulz Leave a Comment

Dan Cousins, owner of MY CRM Manager, recently shared this list of what’s new in the world of CRM integrations to Sage 100. Dan works primarily with Sage CRM though he also provides services for the GUMU integration from Greytrix, which synchronizes Salesforce to Sage 100, Sage 300, Sage Intacct, and Sage X3.

Here’s Dan’s update:

In advance of Summit, I have two items we are currently working on that I wanted to share with you:

A new user interface for Sage CRM. This stems from Sage making drastic changes to the UI with their Sage CRM v2023 release. Here is a 2-minute overview video that covers:
- The historical interface for Sage CRM.
- The v2023 interface.
- Our new ‘Newport’ theme for Sage CRM.
Salesforce to Sage integrations: Because of our success in working with Greytrix on their GUMU™ Sage 100 CRM integration, our responsibilities to Greytrix have been expanded to include representing their Salesforce to Sage integrations.

The GUMU™ Salesforce to Sage 100 is already the top-selling Sage 100 integration on Salesforce’s App Exchange, with over 50 reviews and a 5-star rating.
The entire lineup of Salesforce to Sage integrations includes Sage 100, 300, Intacct, and Sage X3. To date, 100 and X3 have been the most successful.
Starting with the Sage 100 integration, we now have 5-minute explainer videos for both the user experience and how the integration is configured. You can watch these explainer videos from this link.
Just like for Sage CRM, we have a pricing calculator for these Salesforce to Sage integrations to make this easier.

Still have questions? Reach out to Dan directly via email – dan.cousins@mycrmmanager.com.

One or more Avatax objects could not be created. The Avalara Avatax adapter.dll must be registered to continue

April 7, 2021 by Wayne Schulz

If you are using Avalara integrated to Sage 100 then you may have run into this error message on one or more of your workstations.

One or more Avatax objects could not be created. The Avalara Avatax adapter.dll must be registered to continue

This error should only occur on Sage 100 Standard as both Advanced and Premium will use the components from the server.

Here’s how to fix the problem.

On the local workstation you must be an Administrator or the needed DLL files might not register.

First, copy the .\mas90\Avatax folder from the server to the local c:\ of the workstation you are receiving the error on.

Copy and paste these three files from c:\avatax into the local c:\windows\sysWOW64
I copy all three of these files
- Avalara.AvaTax.Adapter.dll
- Avalara.AvaTax.Adapter.dll.config
- Avalara.AvaTax.Adapter.tlb

Edit the register_for_com.bat file in the c:\avatax folder and stick a PAUSE at the end so you can read the results or it will be difficult to know for sure if your DLL registers.

To manually register the file:

Open the c:\AvaTax folder on each workstation, and then right-click and run as administrator register_for_com.bat
MUST HAVE FULL ADMINISTRATOR RIGHTS ON THE COMPUTER
Link to manual: https://www.dsdinc.com/enh/downloads/LMAV700.pdf

Once you’ve done this your Sage 100 should no longer have an error message related to “One or more Avatax objects could not be created. The Avalara Avatax adapter.dll must be registered to continue”.

If the above did not work (a) be sure you’re a local administrator and (b) review the batch file progress which is possible by editing and adding a “PAUSE” command at the end of the bat.

If you are on a 64-bit OS – be sure you copied the three files mentioned above into c:\windows\sysWOW64

If you don’t have a c:\windows\sysWOW64 then use c:\windows\system32

Crystal Reports Schedulers for Sage 100cloud

October 15, 2020 by Wayne Schulz

One of the questions that we’re often asked surrounds how to automatically extract data from Sage 100 / Sage 100cloud on a regular basis without needing to manually run a program or report.

While there are a few ways to do this ( Visual Integrator, ODBC ), the typical way many consultants approach this is with Crystal Reports.

Crystal Reports is a report writer included with Sage 100 and the starting point they use for creating a report which can export data.

However, standard Crystal Reports usually rely on someone manually starting the report and running it on a regular basis.

Thankfully, there are numerous scheduling tools that work to automatically run a Crystal Reports at a preset time on a regular schedule.

In some cases you also use Windows Task scheduler to create the automation. The degree with which you manually create this task schedule varies based on the product used.

The two products that I’ve used the most are Visual Cut and Logicity. Both are affordable ( under $500 ) and support most of the recent versions of Crystal Reports.

The website Crystal Reports Underground has a review of both desktop and server-based scheduler programs.

Desktop Crystal Report scheduling tools reviewed include:

Crystal Delivery by Groff Automation
Smart Report Organizer 2018 by DataZimmerman
Logicity Pro by Saber Logic
Report Commander by Arcana Development
cViewMANAGER by Chelsea Technologies
Softline Crystal Scheduler by Softline Solutions France
R-Tag Crystal Scheduler Light by R-Tag
Visual CUT by Millet Software

Server Crystal Report Scheduling tools reviewed include:

ReportServer by InfoFabrik GmbH
R-Tag Crystal Scheduler by R-Tag:
Navarre Report Scheduler by PCS Programming
cViewSERVER by Chelsea Technologies
CrystalKiwi Scheduler by CrystalKiwi Ltd
Softline Crystal Scheduler by Softline Solutions France
Liaison Messenger EDD by Liaison Software Corp
rePORTAL SCR by rePORTAL Software
Report Runner Batch Enterprise by Jeff-Net

The next time you are wondering if there is a better way to automatically run a Crystal Report at a preset time – consider using one of the report schedulers reviewed above. And remember that Crystal Reports can be set to print a report as well as export data which can be handy if paired up with an FTP service scheduled to automatically upload a file on a set schedule.

Free Webinar 8/12/20: Creating Dashboards Using Sage Intelligence Reporting

August 10, 2020 by Wayne Schulz

Join Sage on Wednesday, August 12, 2020 for a free webinar spotlighting how you can use Sage Intelligence Reporting to create dashboards for viewing your Sage 100cloud data.

This one-hour session will also be made available as a recording so even if you can’t attend on Wednesday, sign up and you’ll receive a copy of the recording.

Midyear Sales Tax Update from Avalara

June 24, 2020 by Wayne Schulz

Join Avalara on Tuesday, June 30, 2020, for a 90-minute update on the latest sales tax trends and regulations. This webinar is free for all users and contains handouts with links to the latest sales tax and marketplace rules by state. ( Register Here )

If you’re worried that you may not be charging the appropriate sales tax or are considering expanding your sales online then this is an educational event you will not want to miss.

Avalara interfaces directly to Sage 100cloud accounting. It automatically computes sales tax based on the ship-to location and the type of product shipped.

While Sage 100cloud allows for creating your own sales tax codes and tracking tax manually the reality is that states are changing their rules so frequently that it might not make sense to manually track sales tax.

As of June 2020, there are only 5 states with no sales tax ( Avalara terms them as NOMAD states after the first letter of each state name ).

States continue to change rules for those who are required to charge tax ( aka Nexus ) for sales made into their states even when a company making the sale doesn’t have a traditional presence/office.

Join Avalara on June 30, 2020 for an update on sales tax for 2020 by registering here.

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