sage 100cloud

How To Add 1099-NEC To Your Sage 100 Tax Forms

October 29, 2020 by Wayne Schulz Leave a Comment

Starting with the 2020 tax year the IRS has updated the 1099 form and added the 1099-NEC which replaces some of the reporting on the previous 1099-MISC form.

The IRS have essentially removed the non-employee compensation reporting from the 1099-MISC and added it to form 1099-NEC.

You can review the 2020 rules for form 1099-MISC and 1099-NEC here.

For the purpose of Sage 100 1099-NEC reporting you will need to be on one of the following Sage 100 or Sage 100cloud versions.

The new form 1099-NEC Nonemployee Compensation was included in Sage 100 versions 2020.1, 2019.4, and 2018.10 only. This will also include changes to 1099-MISC.

A utility is available to allow customers to move data already updated in year 2020 from the 1099-MISC Form Box 7 Nonemployee Compensation box to the 1099-NEC form Box 1 for year 2020. This utility should only be used as a one-time tool for tax reporting year 2020 only. See AP_Update1099s_utl.pdf or details on how to use this utility in Sage 100 2020, 2019.3, and 2018.9.

Unable to change Bank Codes for custom Form Code in Accounts Payable Check and Electronic Payment Processing in Sage 100 2020

October 23, 2020 by Wayne Schulz

Users of Sage 100 2020 have noticed a pesky bug which may stop them from using multiple bank codes with the same Accounts Payable check form.

Selecting a bank code – other than default – was not possible in Sage 100 2020. A fix was expected for the first product update however that fix somehow missed the update release.

Now Sage has published a separate hotfix which can be downloaded and applied to Sage 100cloud 2020 to resolve this issue.

Sage will also incorporate this fix into Sage 100 2020 Product Update 2

For more information refer to this Sage KB entry.

Slow Sage 100 Data Conversion after v2020 Product Update 1 – FIXED

October 22, 2020 by Wayne Schulz

If you are experiencing a slowdown in speed – specifically when it comes to converting the IM_LotSerialTransactionHistory.M4T file which may seem to hang or freeze during conversion – you should consider installing this fix.

Sage noticed some users who already had Sage 100 2020 installed and who later updated with product update 1 for Sage 100 2020 were complaining that the update of the underlying inventory data took a long time. In some cases, the process appeared to hang.

The bug appears to have been introduced along with a new feature which offers the ability to trace the usage of a lot/serial item through production.

See a complete list below of the features that Sage 100cloud 2020 Product Update 1 introduced.

What’s New In Sage 100 2020 Product Update 1?

The following changes were made in update 1 for Sage 100 2020 released on 09/17/2020:

*some features are only available if Sage 100 was purchased through a subscription plan

Accounts Payable

A Net Balance button has been added to add the undistributed balance to the current line
Nonemployee Compensation has been added to the Form Type list in Form 1099 Tax Reporting

Accounts Receivable

Payments Tab Added to Invoice History Inquiry
AR_OpenInvoicePaymentsToday_ui utility has been added to replace ARWAR4
ARWAR4 still exists on Sage 100 2020.1, but will no longer exist on Sage 100 2021
AR_OpenInvoicePaymentsToday_ui can also be run in Task Scheduler *Click here for more information

Fixed Assets

Update in Period End Processing
The posting book check boxes in the Period End Processing window have been replaced by a grid with Book Name and Close Book columns
The Close Book column contains check boxes that you can select for the books that you want to process for period end
This change was made to support the additional posting books added in Sage Fixed Assets version 2021

Inventory Management

Ability to Trace Item Use by Lot and Serial Number
A Where Used button has been added to the Lot/Serial Inquiry window accessed from the Main menu or from Item Maintenance
Additional changes have been made to the Lot/Serial Inquiry window accessed from the Main menu
The item code and description now appear on the main window instead of in the list box
If a lot or serial number has more than one item associated with it, the Item List window automatically opens so that you can select an item
The item code has also been removed from the Search for Lot/Serial Transactions window
The Zoom button has been renamed History Inquiry
When you click the OK button, the information displayed in the window is cleared, and you can select a different lot or serial number
Customer Recall Report has been added to the Reports menu, and it can be accessed from Lot/Serial Inquiry when the task is accessed from the Main menu
A Print Where-Used Items check box has been added to the Lot Serial Transaction History Report

Library Master

Ability to exclude Tasks and Events from Role and User Reports based on access

Visual Integrator

A Filter List button has been added to the Job Log window
Export Option for Job Log
The row number from the source file now appears in the Job Log for ASCII & delimited files
ALE lookups are now used when selecting jobs
Browse buttons have been added to the Record Detail window
Ability to use company-specific background colors

How To Upgrade Older MAS 90 3.6x to Current Sage 100cloud

August 4, 2020 by Wayne Schulz

Occasionally we run into very old versions of Sage 100. These are typically defined as any version 3.x.

Thankfully, you can upgrade all of your existing data without no re-keying. Here’s how.

First, I recommend you start off at version 3.71 or higher. If you are on an earlier version you should upgrade to 3.71. I found it was sometimes possible to install 3.71 on top of ( aka in place ) the older release. If you install over the prior Sage version be certain to take a full backup first.

Next, upgrade from 3.71 to 4.3. This is the last release of Sage which offered “Upgrade Level 3 Data”.

Next, upgrade 4.3 to either 4.5 PU 8 ( the higher version may be needed if you have third-party enhancements or payroll ) and then 2017.

I found on a system with no enhancements or payroll I was able to go MAS 90 3.6x to MAS 90 3.71 to Sage 100 4.3 to Sage 100 2017 to Sage 100 2020.

Be sure you make backups of your original MAS 90 data and program files before you begin.

Finding source files for each of these versions is a bit of a project so you may want to enlist the help of your Sage partner.

What’s New In Sage 100 2020 Product Update 1?

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