Schulz Consulting

Sage 100cloud Consulting

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

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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.

Sage 100cloud 2020 Product Update 1 Due on or about September 17, 2020

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Many user won’t install the initial release of an ERP system and instead wait for the product’s first update.

Sage 100cloud 2020 was released in March 2020 and Sage has just verified that the first product update is set for September 17, 2020.

The product update release typically includes all known bug fixes. In some cases Sage will also include a new feature or two.

During last week’s STAC conference, Sage gave a quick peek at some new features set to make an appearance in the September 2020 product update.

According to the slide above, Sage is set to include at least three new features in Sage 100cloud 2020 product update 1.

  • Payments’ tab for invoice history inquiry
  • Net balance button for AP Invoice Data Entry
  • Visual Integrator Enhancements

Once released you will be able to find details about what is included in the Sage product update at the Sage 100 documentation site.

Sage release dates as well a expected new features or fixes are tentative and subject to change.

To stay updated on important Sage 100 news join our Schulz Says Sage 100 weekly newsletter.

Sage 100 Auto-Complete No Longer Searches The Beginning Of Text For Sage 100 (Enhanced V.S. Basic Auto-Complete)

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Beginning with Sage 100cloud 2018 the auto-complete feature can search numerous fields rather than the first few characters of the primary information field.

When using the Enhanced auto-complete feature, search criteria is compared with all words within the searched fields.

Auto-complete was first added to Sage 100 version 2014. In version 2018 the ability to simultaneously search additional fields was added to Sage 100cloud.

For example, if you have a customer named Allen’s Appliance Repair and a customer named Appliance Services, typing Appl in the Customer No. field results in a list that includes both customers.

In addition, the number of fields included in the search has been expanded. For example, to search for a vendor by phone number, start typing the phone number, digits only, in the Vendor No. field.

The older, basic version of the auto-complete search worked by comparing your entry to the beginning of the customer, vendor, or item name.

Here is how to return to the older auto-complete functionality.

Sage 100 2019

  • Browse to the ..\MAS90\MAS_SYSTEM directory on the server
  • Rename or Delete the Index_AC and Index_ACencrypt directories that were created
  • The basic Auto-Complete will now be used

Sage 100 2018

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

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

How to enable, setup, and use the Auto-Complete feature for Customer number, Vendor Number, and Item Number fields

For more information on how to enable ( or disable) the auto-complete feature within Sage 100cloud please visit the Sage KB article 45750.

What’s New in Sage 100 4.4 through 2020?

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Sage 100cloud version 2020 was released on March 18, 2020. This update includes new features including the ability for customers to pay by credit card from an emailed invoice, multiple Purchase Orders on one receipt of goods/invoice and an easier way to reverse an entire run of Accounts Payable checks.

While Sage offers an extensive overview of new features in their Customer Upgrade Guide ( 2020 Version ), I’ve summarized dozens of pages into the top new features for each release starting with version 4.4 and ending with the latest 2020 release.

This What’s New Brief – Sage 100 4.4 to 2020 is available here. Please print it or refer to it as you go about your Sage 100 upgrade.

Free Sage 100 Training Through May 31, 2020

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Through May 31, 2020, Sage is offering a variety of free online training for many of its products – including Sage 100 and Sage 100cloud – via their Sage U online training site.

To access the free training you’ll need to create a Sage U account ( free ) and then access the Sage 100 courses via this link.

After completing the training, you can optionally take a variety of certification exams available for:

  • General Ledger Specialist
  • Accounts Payable Specialist
  • Accounts Receivable Specialist
  • Payroll Specialist
  • System Administrator Specialist

Available courses include:

  • General Ledger
  • Accounts Payable
  • Accounts Receivable
  • Payroll 2.0
  • Inventory Management
  • Purchase Order
  • Sales Order
  • Job Cost
  • System Administrator
  • Program and Data Files

Sage 100 Cloud Learning Series

Sage is also hosting a learning series that offers monthly courses designed for new customers or those who want a refresher.

  • Crystal Reports for Beginners – April 16, 2020, 12 PM EST
    • How to create a basic report for Sage 100 using the Crystal Reports Wizard
    • How to determine your data source which will be used to populate the report
  • Creating a Payroll Report that Shows the Employee’s Encrypted Data – June 18, 2020, 12 PM EST
    • How to use Crystal reports to create a report that will allow you to see encrypted and highly sensitive employee information
  • Creating Dashboards Using Sage Intelligence Reporting – August 12, 2020, 12 PM EST
    • Would you like to see a visual representation of your data with the ability to filter interactively?
    • How to create a dashboard using Sage Intelligence Reporting
  • Using Business Insights Explorer to Work More Efficiently – October 6, 2020, 12 PM EST
    • How to streamline access to critical data by creating default settings for data you regularly view and personalize it to meet your individual needs
    • How to easily use drill down and drill around functions as well as how to access related tasks
  • Making the Most of Visual Process Flows – December 9, 2020, 12 PM EST
    • Would you like to navigate easily through processes – perhaps those you use infrequently or to help new employees learn how to streamline their workflows?
    • About visual process flows available to you
    • How to modify a process flow and add it to your desktop

For more information about the free Sage 100 training opportunities available to you from Sage please visit the Sage U website here.

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