SORTED BY VERSION – 4.4 to 2021

Here are the new feature highlights for Sage 100 versions 4.4 through 2021. This is not a complete list ( for a more complete list please visit Sage’s site ).

Added February 2021: See footnotes for differences between perpetual and subscription licenses

Sage 100 2021 ( April 21, 2021 )

• Some features require a subscription license for access
• Ability to restrict users from copying test company data over live companies
• Role Templates for faster security setup
• AP check number field expanded to 10 characters
• 64-bit version of Sage 100 ( optional )
• Form 1099-NEC for Purchase Order
• Use original or current cost when issuing a credit memo
• Can set a default date range for inventory transaction view
• OAuth authentication for SMTP mail server ( Traditional SMTP still available )
• Copy custom forms and reports along with company data when creating test companies
• Paperless Office now has an electronic delivery log showing who sent the email ( more )
• Paperless Office – Email additional salespeople ( split commission )
• Paperless Office – Documents update only if printed AND sent
• Purchases clearing – date sensitive report
• Sales Order – suppress prompts for additional registers ( print automatically )
• Work Order is still available but 2022 is presently the last version expected
• As with v2020 – Only Standard ( new style ) desktop is available

Detailed Guide: http://cdn.na.sage.com/docs/en/customer/100erp/2021/open/WhatsNew_2021.pdf

Sage 100 2020 ( March 18, 2020 )

• Expanded name fields ( 30 to 50 characters )
• Expanded phone field 
• International address support
• Map service may now be user selected
• Workstation sync no longer requires local admin rights
• AP – Reverse check runs in batches
• AP – Expanded invoice retention time ( up to 9,999 months )
• AR – eInvoicing using Paya for customer payments from invoice
• AR – Expanded invoice retention time ( up to 9,999 months )
• IM – Expiration dates for lot/serial numbers
• LM – Automatically convert forms and reports during data conversion
• PO – Multiple purchase orders on one receipt or invoice
• LM – Classic desktop is retired – only  Standard Desktop is available

Detailed Guide:

http://cdn.na.sage.com/docs/en/customer/100erp/2020/open/WhatsNew_2020.pdf

Sage 100 2019 ( April 2, 2019 )

• TLS 1.2 which may be required for sending email is supported 
• Consolidate journal entries in Paperless Office
• Exclude inactive items from Inventory physical count
• Data File Display And Maintenance ( DFDM ) supports Premium ( SQL )
• Library Master activity log may now be purged – deleted or archived
• Electronic delivery supports HTML, expanded message size of 7,168
• Attachments for electronic delivery
• Copy salesperson when emailing forms
• Amyuni PDF Converter updated to version 6.0.1.1.
• Production Management module ( 5/14/19 ) replaces Work Order – adds framework capability and numerous features
• 2019.2 – Automatically post Daily Transaction Register without prompt
• 2019.2 – Warning message for document dates

Detailed Guide:

http://cdn.na.sage.com/docs/en/customer/100erp/2019/open/WhatsNew_2019.pdf

Sage 100 PAYROLL 2019 – (Released Dec 2018)

• Tax Rule Inquiry

Sage 100 2018 – (Released October 2017)

• TLS 1.0 is last supported ( now deprecated )  which may cause problems sending email via Paperless Office
• Spell checking
• Ability to minimize desktop
• Crystal Reports 2016
• Warehouse codes: Active, Inactive, Restricted
• Job Cost upgraded to framework
• Payroll upgraded to framework
• Timecard to the framework, renamed Time Track inside Payroll module
• Mobility for Bar Code – 5 users for Physical Count included
• Ability to exclude currently shipping/invoicing orders from Open Order reports
  

Detailed Guide: 

Click to access WhatsNew_2018.pdf

Sage 100 2017 – (Released October 2016)

• Enhanced Auto-Complete now searches entire field (run the build search index utility)
• Search within Role Maintenance
• Can transfer documents between batches
• Maintain commodity codes for miscellaneous and inventory items
• Larger fonts for selected reports
• Cancel button available in Crystal reports
• Accounts Receivable can now accept ACH payments (SPP subscription req’d)
• General Ledger – improved export to Excel (min font of 8 pt, empty columns minimized)
• Scheduled for quarterly product updates
  

Detailed Guide: 

Click to access UpgradeGuide.pdf

Sage 100 2016 – (Released Nov 2015)

• Customer PO numbers expanded from 7 to 30 characters
• Extended descriptions now available for Miscellaneous Items and in Accounts Receivable
• Support for Windows 10
• SMTP email passwords can now be up to 128 characters (Paperless Office Electronic Delivery) – previously the field appeared to hold more characters but only the first 14 would be used 
• Accounts Payable Electronic Payment Vendors can now be excluded/included on several reports
• Here are the hardware and operating systems supported by Sage – (Standard: https://goo.gl/8z3djQ ) or (Advanced: https://goo.gl/S0WW3F )
• Introduces Sage 100c subscription pricing with modern user interface (requires upgrade and switch to subscription pricing)
• Company coloring now done by themes, with more detail
• Add Visual Integrator jobs to Task Scheduler
• Scheduled for quarterly product updates

Full list of 2016 Enhancements – https://goo.gl/86QocO

Sage 100 2015 – (Released April 2015)

• Accounts Payable vendor name expansion from 30 to 50 characters
• Ability to reprint Manual Checks after Accepting the record
• Salesperson Commission Report now has Pay Date as a selection
• Support for Windows 10
• Purchase Order history can now be retained-  is built from existing files during upgrade.
• Purchase Order “Copy From”
• Added option for Email Address in Data Entry to Purchase Order Paperless
• Print Full Comments can now default on various journals & registers
• Default options added to Ship-to Address and PO Ship-to Address files
• Added drill down to GL transactions to Item Maintenance Transaction tab
• “Copy from” button now available in Product LIne Maintenance
• “Copy from” button in Item Maintenance now allows you to exclude Aliases and Vendor Items
• Bills descriptions can be synchronized to Item descriptions
• Bill of Materials Maintenance may be launched from Item Maintenance
• Last Physical Count Date displayed by item and item/warehouse
• General Ledger – One Click Journal Entry Reversals and formatted GL accounts in report selections
• Canadian postal codes included
• Pre-populated Country Codes
• Last product update: PU 2 – June 2016

Full list of 2015 Enhancements – https://goo.gl/U01DT1

Sage 100 2014 – (Released February 2014)

• Autocomplete feature lets you locate customers, vendors and items by typing in their name
• Excel 2013 64-bit support for Sage Intelligence
• Sage Inventory Advisor (SIA) Available (Additional subscription applies)
• Keep Window Open after printing/previewing for Financial Reports 
• Level 3 credit card processing support
• A/P invoices not yet posted may be looked up in invoice data entry with a new icon

Full list of 2014 Enhancements – https://goo.gl/tqoocZ

Sage 100 2013 – (Released December 2012)

• Accounts Payable invoice number expansion from 7 to 20 characters
• Accounts Payable vendors may be marked as inactive & assigned reason code
• Accounts Receivable customers may be marked as inactive & assigned reason code
• Inventory main tab enhanced to show quantities available
• Checks marked as cleared and updated on the bank reconciliation register now show in Vendor Maintenance with a Cleared flag and the date cleared

Full list of 2013 Enhancements – https://goo.gl/P7Vi6u

Sage 100 4.50 – (Released August 2011)

• Accounts Receivable national account management
• Split commissions available by customer
• Commission rate table available by Salesman/Customer/Item
• Sales Order pricing by customer and product line
• 1 SageCRM Server License, 1 SageCRM User License – included
• Sales Order allocate inventory items by lot and serial number to orders
• Sales Order create purchase order directly from a sales order
• Enhanced Job Cost-Sales Order integration

Full list of 4.5 Enhancements – https://goo.gl/rN2eLZ

Sage 100 4.40

• Accounts Receivable customer number expanded from 7 to 30 characters (optional feature)
• Inventory Management item number expanded from 15 to 30 characters (optional feature)
• Inventory Management decimal precision increased to 4 decimals
• Inventory Management introduces batch entry for transactions
• Library Master personalize report preview setting
• Accounts Payable record wire transfers
• Accounts Payable ACH electronic payments
• Accounts Receivable search for invoices by lot or serial number
• Bank Reconciliation positive pay feature has been added
• Bank Reconciliation post directly to the General Ledger
• Inventory Management search by lot or serial number
• Inventory Management mark items as inactive
• Ability to optionally default Physical Count to Quantity On Hand
• Standard cost changes for Standard valuation items now process in Standard Cost Adjustment
• Sales Order purchase controls by customers
• Purchase Order receipt labels print before Receipt of Goods Register update, enabling reprinting
• Persistent report selection after Print or Preview in most modules
• A/P expense distribution tables
• Bill of Materials Where Used screens greatly enhanced

Full list of 4.4 Enhancements – https://goo.gl/cwhd32

Sage 100 4.30

• If you are upgrading from version 3.71 then you must stop at this version which is the last version to support “Level 3 Migrate” on the utilities menu.
• Note that migrations from other 3.x versions must proceed as 3.71 to 4.3 to 2017 to current version

Sage 100 Installation Guides, Technical Documents

Sage has bundled technical documents for versions 2013 to 2020 here:

http://cdn.na.sage.com/docs/en/customer/100erp/Documentation.htm

TECH NOTES

ALL VERSIONS

• Check the Supported Platform Matrices for System Requirements before beginning any upgrade – remember that Windows 7 and Windows Server 2008 R2 will no longer be supported after January 14, 2020 – review the supported platforms closely BEFORE beginning your implementation/upgrade.

2020

• In this version the Classic desktop goes away – after upgrading you will only have access to the Standard desktop.
• Crystal Reports will automatically convert as part of company data conversion

2019

• When doing parallel upgrades if you run into Crystal Compatibility issues as noted here then use the pvxwin32.exe.config attached to this knowledgebase article ( don’t use the version which is found in your 2019 install as that has changed and won’t help with the compatibility issue ). 

2018

• Minimum version required to upgrade is 4.5.8 (or update to 2017 and then 2018)
• This is the minimum version in order to process payroll using Sage’s Payroll 2.x

2017

• Minimum version required to upgrade is 3.71
• MAS 200 SQL Only: For MAS 200 SQL versions 3.71, 3.72, or 3.73, you must downgrade to MAS 90 version 3.71, then upgrade to a Sage 100 Standard version like 4.40, then upgrade to Sage 100 Premium version 2013 or higher. Contact Sage Customer Support for more details on where you may obtain assistance.
• Sage 100 Premium Only: To upgrade to a higher version of Sage 100 Premium, you should be at version 4.40 or higher.
• Enhanced Auto-Complete now searches entire field (run the build search index utility) – and some folks don’t like that – here is the fix

If the older, basic version of auto-complete is desired, perform the following steps:

1. Browse to the ..\MAS90\MAS_SYSTEM directory on the server
2. Rename or Delete the Index_AC directory that was created
3. The basic Auto-Complete will now be used

• Don’t forget to go into Role Maintenance/Module Options/Common Information and remove pop up for Remove Forms
• Application scaling available for both C and non-C
• Possible Issue:  The TimeCard module needs to be reinstalled.” after 2017.4 installed when trying to convert data if Timecard was installed and removed on prior versions
  Resolution
  • Uninstall Timecard module
  Note: Make backup of MAS90 folder before performing steps below.
  1. Open Library Master, Setup, System Configuration
  2. Select Uninstall in the upper right corner
  3. Select Timecard
  4. Select Delete
  5. Exit System Configuration
  

2016

• Launcher shortcuts and Tasks do not convert to Favorites, and company colors do not convert to themes
• In new launcher, users only see what they are allowed to use via Roles – including YOUR Admin user if you haven’t updated it 
• Don’t forget to go into Role Maintenance and add User Settings (Library Master/Tasks -Maintenance/Data Entry)
• Scaling depends on the screen resolution – if they have already selected Large icons, scaling will be limited
• “0000000000” record added to CI_ExtendedDescription file, so any forms using extended descriptions may need updating, depending on how the condition for Extended Descriptions was originally written

2014 and 2015

• These both had mandatory Product Update 1’s released at the same time as the full version

4.40

• Inventory converts to Business Framework, so many inventory reports involving PTD/YTD numbers must be rewritten
• First version where an in-place upgrade was not possible

https://support.na.sage.com/selfservice/viewdocument.do?noCount=true&externalId=18216&sliceId=1&docType=ex&stateId=19217&dialogID=710479&ViewedDocsListHelper=com.kanisa.apps.common.BaseViewedDocsListHelperImpl&openedFromSearchResults=true&url=&msid=MS_Customer&bbid=TSEBB_1542311584316&isLoadPublishedVer=&rfId=&cmd=displayKC

Differences Between Perpetual and Subscription Licensing 

Full document – https://s-consult.com/wp-content/uploads/2021/01/1169452_Sage100_ComparisonGuide_2020.pdf

The current version of Sage 100 ( formerly MAS90 ) is 2021. This was released in April 2021. Since then, there have been two product updates, The first, product update one, was released on June 23, 2021. The most recent update, product update two, was released on September 15, 2021.

The next expected version of Sage 100 is 2022. This release is tentatively scheduled for March 26, 2022. A full feature list for this version has not yet been published, although Sage has a webinar on February 22, 2022, to discuss features.

A complete list of what’s new in versions 2017 through 2021 is available online at Sage 100 Upgrade Guide.

As year-end 2021 approaches, here are some frequently asked questions we receive from our customers. Some of these may only apply to currently supported versions of Sage ( essentially 2019.5 or higher).

What Versions of Sage 100 Are Supported?

Sage publishes a Sage 100 Supported Versions knowledge article which lists the following as being supported as of December 2021:

• Sage 100 2019
• Sage 100 2020
• Sage 100 2021

Is There An IRD ( Interim Release Download ) Required For Processing 2021 Year-End Taxes?

Only Sage 100 2019 requires an IRD for 2021. In order to apply the IRD to version 2019, you must also be on product update 5 for Sage 2019. The IRD is typically required for last-minute tax changes such as adding new tax form boxes

Sage publishes a guide to 2021 Year-End IRD Release Notes.

How Can I Backup My Sage 100 Files Prior To Closing?

Sage publishes an excellent list of the files used by Sage 100 as well as their locations. In almost all cases it’s a good idea to make a full backup as opposed to a backup that only copies files that have changed. We think that even if your IT department is making regular backups that it’s a good practice to have a separate backup at year-end just in case you need to retrieve data. These backups can be as simple as copy/paste of the files ( see locations in the article above ) to an external drive you purchase at your local office supply store or warehouse club.

Is There A New Version Of Payroll for 2022?

Sage recently issued an update with Payroll 2.22 which includes any changes necessary for the coming year.

Are There New Payroll Tax Tables for 2022?

Payroll tax tables are updated within the Sage 100 Payroll module. There is no longer a separate disk or download which needs to be manually applied. Sage maintains an online list of payroll tax table changes for 2022 which also provides information on how to request the latest tax table updates from within the payroll module.