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Sage 100 data conversion for version 2020.1 takes a long time or appears to hang on IM_LotSerialTransactionHistory when it contains a large number of transactions.

December 8, 2020 by Wayne Schulz

If you are using Sage 100 with lot/serial valuation and the conversion time to Sage 100 v2020.1 seems extensive then you should download the latest patch from Sage which can significantly speed inventory conversion.

This fix is ONLY applicable for Inventory data conversions to Sage 100 version 2020 product update 1.

The reason for this is that the product update 1 release added functionality to enable lot serial number tracing when an item of that valuation was used in a Bill of Material production entry.

Inventory Management Functionality Added to Sage 100 v2020.1

  • 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

Download Program Fix IM6000T for Sage 100 2020.1

Filed Under: Sage 100 ERP, sage 100cloud Tagged With: 2020.1, lot, serial, speed

Sage 100 Bank Account Number appears masked in Bank Code Maintenance

December 8, 2020 by Wayne Schulz

Back in January 2020 several consultants noticed the bank account information in Sage 100 was showing encrypted when viewed through Bank Code Maintenance.

Sage created a support case for this issue and spent the last several months developing a fix.

That fix has been released as of 12/7/2020 and may be downloaded from the Sage KB here.

This same fix appears to also correct the issue where Bank Account Numbers in Bank Account Maintenance are “corrupted”, invalid or appear “encrypted” after updating the Bank Reconciliation Register

Don’t confuse this issue with a similar one where a Payroll ACH export would be at least partly filled with the # symbol. This specific issue is a role maintenance ( security ) issue.

After upgrading to Sage 100 v2018+ with Payroll 2.x or higher, ACH direct deposit files generated from new version have contents encrypted with asterisks (###) in certain sections.

The resolution for the asterisks in the Payroll ACH Direct Deposit is to modify the role maintenance security of the Sage 100 users as follows:

Filed Under: Sage 100 ERP, sage 100cloud Tagged With: ach, bank code, sage 100

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

October 29, 2020 by Wayne Schulz

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.

An updated utility was released on December 15, 2020, which allows for moving data that may have been in open A/P invoices. Read the Sage KB entry here for more information and to download the utility.

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.



Filed Under: Sage 100 ERP, sage 100cloud Tagged With: 1099-NEC, irs, sage 100

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.

Filed Under: Sage 100 ERP, sage 100cloud Tagged With: accounts payable, bank code, check, sage 100

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

Filed Under: Sage 100 ERP, sage 100cloud Tagged With: product update 1, sage 100 2020

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Sage 100cloud Latest News

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  • Sage 100 – 2020 eFiling Deadlines for W2, 1099 and ACA Released December 9, 2020
  • Sage 100 data conversion for version 2020.1 takes a long time or appears to hang on IM_LotSerialTransactionHistory when it contains a large number of transactions. December 8, 2020

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Phone: 860.657-8544
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New York, New Jersey. Available remotely nationwide.
We are a local branch of DSD Business Systems Connecticut.

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