Schulz Consulting

Consulting and Upgrades

Upgrading Sage 100 to 64-bit: Avoid These Integration Pitfalls

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We recently had a meeting to discuss how third-party integrations (those add-ons your clients use) are shaping up for the switch to 64-bit Sage 100. Why is this important? Well, soon Sage may only issue Sage 100 upgrades at 64-bit.

This means that eventually, you’ll need to upgrade to 64-bit Sage 100, and that means making sure their integrations are compatible. We’re already tracking which integrations are ready for 64-bit, which ones aren’t, and which ones are still a question mark. The good news is that most popular integrations claim to be 64-bit ready. We even have a document that lists them!

But there’s a catch…

Even though an integration might work with 64-bit Sage 100, you might still need to reinstall it after upgrading. Here’s why:

  • You can’t run 32-bit and 64-bit Sage 100 on the same machine. So, some of you might be thinking, “I’ll just upgrade my system to 32-bit first, then use the handy conversion tool to switch them to 64-bit.” Sounds easy, right?
  • Not so fast! Some integrations need a fresh install after that conversion, even if they’re technically 64-bit compatible. And reinstalling one integration can trigger a domino effect, requiring you to reinstall all of them. Ouch! This can be a simple process or a major headache (and expense) depending on the integration.

What should you do?

  • Talk to your ISVs. If you’re planning to use the 32-bit to 64-bit conversion tool, check with every integration vendor to see if their product needs to be reinstalled.
  • Consider a server upgrade. In some cases, it might be easier to implement a new server to avoid compatibility headaches with Sage 100 32-bit and 64-bit on the same server ( which reported does not work ).

Key takeaway: 64-bit Sage 100 is the future. Start preparing now to ensure a smooth transition for your clients. Don’t get caught off guard by these integration quirks!

 

What’s New in Sage 100 2024? ( Video )

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The full Sage 100 version 2024 was released in April 2024. The first product update for this version was released on July 18, 2024. This is typically when users begin considering their annual Sage upgrade.

Below is a summary of the top features that were added to Sage 100 as well as the features incorporated into the first Sage 100 2024.1 (Product Update 1).

Here’s a list of features included in Sage 100 2024, grouped by module

Sage 100 Desktop Changes

  • New Resources button on Help tab: Provides access to Sage Community Hub, Knowledgebase, Product Documents, Sage University, and additional services.
  • Updated Information Center page: Features updated links to Resource Center, Product Documents page, and more.

Global Changes

  • Installation improvement: Detects 32-bit or 64-bit Windows version and defaults Sage 100 install accordingly.
  • Demo data refresh (Phase 1): Updated inventory items and descriptions to use current industry terms.
  • Automatic display of full extended item description: New option to suppress display in data entry tasks.
  • Improvements to Delete and Change utilities: Enhanced accessibility and file checking process.
  • Improved audit tracking: Expanded data tracking for vendors, customers, employees, and items.
  • Print audit reports anytime: Reports can be printed when the main entity is in use.
  • ALE Lookups: Search value no longer cleared when operand is changed.

Accounts Payable

  • Vendor Date Established: New field added to show system date when vendor was created.
  • 1099 Form fields for Vendor: Added W-9 Form on File check box and option to retain taxpayer ID/SSN for non-1099 vendors.

Inventory Management

  • Delete Warehouses and Change Warehouses utilities: New tasks added to Utilities menu.
  • Switch Views in Lot/Serial Inquiry: New button to switch column views in the list box.

Inventory Requirements Planning

  • Regenerate IRP Data: Required for upgrades from Sage 100 2023.2 or earlier to apply schema changes and fixes.

Library Master

  • Restricted Mode for Administrator Tasks: New option to limit user access during administrative tasks.
  • Email Notification for Task Scheduler Jobs: Send notifications when jobs succeed or fail.
  • Option to Process All Tasks in Task Scheduler: Allows processing of all tasks even if some fail.
  • Field order changed in User Maintenance and User Settings: Reorganized into groups of similar options.
  • Auto-Complete Search Index Automatically Updated: New option to update index when changes are made to records.

Paperless Office

  • Report Setting display: Shows the setting used to print a report in viewer tasks.
  • New [ReportSetting] token: Added to Electronic Delivery Message Maintenance.
  • Option to Display PDF After Printing Report: New check box in Paperless Office Selection window.
  • View Detail in Results of Electronic Delivery: New Detail button to view document sending details.
  • Improvements in Error During Electronic Delivery: Resizable window and Copy Error Status to Clipboard button.
  • Option to Ignore All Errors in Setup: New check box in Form Maintenance window.
  • Improvement in Viewer Tasks: Selected log record now persists after clicking side bar buttons.
  • Relink PDF Documents Utility: Added to update PDF location references for moved files.

Production Management

  • Activity Code List: New button added in Activity Code Maintenance.
  • Data Conversion: Module code changed from JT to PM.
  • Include Materials From Option: New field in Cost Roll-Up Register.

Purchase Order

  • Quick Close of Partially Received Purchase Orders: New option to easily close partially received orders.
  • Received Status for Purchase Orders: New status added for received but not invoiced orders.

Return Merchandise Authorization

  • View Applied Sales Orders: Enhanced visibility for multiple sales orders applied to an invoice.

Sales Order

  • Option to Print Forms for Generated Back Orders: New field to automatically reset print options for back orders.
  • Option to Display Ordered Quantity in Red: New preference to highlight quantities exceeding specified values.

Here’s what’s new in Sage 100 2024.1 ( Product Update 1 )

 Product update 1 for Sage 100 2024 was released on July 18, 2024. The product update includes a mix of big fixes as well as new features. Here’s a list of the new features included in Sage 100 2024.1, grouped by module.

Sage 100 Desktop Changes

  • Updated Tour the Desktop Video: Access the latest features added to Sage 100 Desktop and learn how to customize your Desktop via the Tour the Desktop Video button on the Help tab.

Global Changes

  • Microsoft SQL Server Installation Change: Sage no longer includes a Microsoft SQL Server Runtime Edition for installations using a Microsoft SQL Server database.

Accounts Payable

  • 1099 Form Changes for Individuals: New fields (First Name, Middle Name, Last Name) added on the Vendor Maintenance Additional tab for 1099 Forms when Vendor Type is set to Individual.

Inventory Requirements Planning

  • Explode Bill without Production Management Integration: Explode parent and component items on a multi-level bill even without integrating with the Production Management module.
  • Consolidate Demands: Automatically consolidate demands for the same item when creating a work ticket or purchase order to stock.
  • Option to Explode Phantom Bills: New check box in Inventory Requirements Planning Options to explode components of phantom bills.

Library Master

  • Sage Connect Integration: Integrate Sage 100 with Sage Connect for a one-way push of data from Sage 100 to Sage Connect.

Production Management

  • View Quantity Remaining in Materials Where-Used Inquiry: New column added to display the quantity required minus the quantity issued in the Materials Where-Used Inquiry window.

Sales Order

  • Apply General Ledger Account to Credit Memo: New window when creating a sales order credit memo to apply either the general ledger sales account from history or the sales return account.

Sage 100 Users: Conquer Minnesota’s New Sales Tax & Delivery Fee Headache-Free

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Starting July 1, 2024, Minnesota is imposing a $0.50 delivery fee on taxable goods over $100 delivered within the state. This fee applies regardless of the delivery method or origin, and must be listed separately on invoices. Certain goods (food, medicine, etc.) and retailers with low sales are exempt.

For official guidance see the Minnesota Department of Revenue website and consult your tax advisor. We are not in the business of providing tax or accounting advice.

Minnesota Retail Delivery Fee (Effective July 1, 2024)

What is it? A $0.50 fee applied to certain retail deliveries within Minnesota.

When does it apply?

  • Transaction total: $100 or more of taxable tangible personal property and clothing (excluding the fee itself and exempt items listed below)
  • Location: Delivery within Minnesota

Items Exempt from the Fee:

  • Drugs
  • Medical devices, accessories, and supplies
  • Food, food ingredients, or prepared food
  • Certain baby products (some may still be subject to sales tax)

Important Notes:

  • Calculation: The $100 threshold ONLY includes charges for taxable tangible personal property and clothing.
  • Frequency: Charged once per transaction, regardless of the number of shipments
  • Display: Shown as a separate line item on receipts as “Road Improvement and Food Delivery Fee”
  • Tax: Not subject to sales tax if stated separately
  • Sourcing: Follows Minnesota sourcing rules

Refunds:

  • Not refundable: If items are returned or the retailer provides a refund/credit equal to or less than the purchase price.
  • Refundable: If the delivery is canceled by the purchaser, retailer, or delivery provider.

Who is exempt?

  • Retailers: With less than $1 million in Minnesota retail sales in the prior year. This calculation includes all taxable and nontaxable retail sales, but excludes sales for resale (with a valid exemption certificate).
  • Marketplace providers: Facilitating sales for retailers with less than $100,000 in sales through the marketplace in the prior year

Additional Considerations:

  • The fee can be collected from the purchaser or paid directly by the retailer.
  • Retailers must update their systems to calculate and collect the fee.

Sage 100 users have multiple options to manage this fee:

  1. Manual Miscellaneous Charge: Add a $0.50 charge to applicable orders/invoices.
  2. New Sales Tax Code: Automatically calculates the fee when the taxable amount exceeds $100.
  3. AvaTax: Utilizes AvaTax’s built-in tax rule for automatic fee calculation.
  4. DSD Extended Solution SO-1052: Automates the addition/removal of the fee based on order criteria.

The DSD Extended Solution SO-1052 is one option to assist you in resolving this new requirement. The solution offers automation, flexibility, and accuracy in handling this and future state-specific fees.

For step-by-step instructions on your options to handle this new sales tax requirement see this excellent summary from Jon Reiter.

Elevate Your Sage 100 Expertise with SchulzSays: The Ultimate Newsletter for Users and Consultants

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Stay at the forefront of Sage 100 developments with SchulzSays, the premier newsletter for Sage 100 users and consultants (subscribe here). With over 1,200 subscribers and counting, our weekly publication delivers exclusive content to help you maximize your ERP experience. Whether you’re a seasoned professional or new to Sage 100, our insider knowledge is your key to success.

  1. Exclusive Sage 100 Upgrade Insights

Our newsletter provides:

  • Early access to upgrade information
  • Expert analysis on new features
  • Strategic advice for seamless implementations
  • Real-world case studies from successful upgrades
  1. Cutting-Edge Sage 100 Integrations

Stay informed about:

  • The latest third-party integrations
  • In-depth reviews of popular add-ons
  • Integration tips for enhanced productivity
  • Exclusive discounts on partner solutions
  1. Breaking Sage 100 News and Events

Be the first to know about:

  • Upcoming Sage conferences and webinars
  • Local user group meetings
  • Product announcements and updates
  • Industry trends affecting Sage 100 users
  1. Sage 100 vs. Sage 100cloud: Expert Comparisons

Receive unbiased insights on:

  • Feature-by-feature comparisons
  • Migration strategies and best practices
  • Real user experiences and testimonials
  • Cost-benefit analyses for your business
  1. Sage 100 Manufacturing and Operations Management

Gain valuable knowledge on:

  • Latest enhancements in Sage Operations Management
  • Industry-specific best practices
  • Productivity boosting tips for manufacturers
  • Compliance updates for production processes
  1. Technical Tips and Troubleshooting

Access exclusive content on:

  • Common Sage 100 issues and their solutions
  • Performance optimization techniques
  • Data management and security best practices
  • Time-saving shortcuts and hidden features

Don’t navigate the complex world of Sage 100 alone. Join our community of over 1,200 Sage 100 professionals who rely on SchulzSays for the most up-to-date, relevant, and actionable information. Our weekly newsletter is your passport to becoming a Sage 100 expert.

How To Purge Cleared Bank Reconciliation Transactions in Sage 100

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To purge cleared transactions in Sage 100 Bank Reconciliation, ensure that the “Out of Balance” amount in both the Reconcile Bank window and the Bank Reconciliation Register/Report is $0.00. Then, open the Bank Reconciliation Register (or Report for version 4.40.0.3 and above), deselect the “Summarize Activity” checkbox, and set the necessary report options including document types and date range. After printing or previewing the report, if the out-of-balance amount is still $0.00, you will be prompted to remove the cleared documents as of the specified date. Confirm the prompt to complete the purging process.

Step-By-Step: Purge Cleared Transactions in Sage 100 Bank Reconciliation

Requirements

Before you can purge cleared transactions from the Sage 100 Bank Reconciliation module, ensure the following:

  • The “Out of Balance” amount in the Reconcile Bank window is $0.00.
  • The “Out of Balance” amount on the Bank Reconciliation Register/Report line is $0.00.

Steps for Sage 100 4.10 – 4.40.0.2

  1. Open Bank Reconciliation Register
    • Go to Bank Reconciliation > Main > Bank Reconciliation Register.
  2. Set Report Options
    • Deselect the “Summarize Activity” checkbox.
    • Set “Document Types to Print” to “All Types”.
    • Set “Print Cleared Documents” to “All Documents”.
    • Set “Bank Code Operand” to “Equal to”.
    • Select the applicable bank code for “Bank Code Value”.
    • Set “Document Date Operand” to “All”, “Less than”, or “Range”. If using “Range”, leave the first date blank and select an ending date to purge up to that date.
  3. Print or Preview the Report
    • Click “Print” or “Preview”.
    • Note: If security settings are not configured, the report must be printed to a printer, file, or deferred.
  4. Purge Cleared Documents
    • Close the Preview window.
    • If the out-of-balance amount is $0.00, a message will appear: “Do you want to remove cleared documents as of mm/dd/yy?”.
    • Click “Yes” to purge the cleared documents.

Steps for Sage 100 4.40.0.3 and Above

  1. Open Bank Reconciliation Report
    • Go to Bank Reconciliation > Main > Bank Reconciliation Report.
  2. Set Report Options
    • Deselect the “Summarize Activity” checkbox.
    • Set “Document Types to Print” to “All Types”.
    • Set “Print Cleared Documents” to “All Documents”.
    • Set “Bank Code Operand” to “Equal to”.
    • Select the applicable bank code for “Bank Code Value”.
    • Set “Document Date Operand” to “All”, “Less than”, or “Range”. If using “Range”, leave the first date blank and select an ending date to purge up to that date.
  3. Print or Preview the Report
    • Click “Print” or “Preview”.
    • Note: If security settings are not configured, the report must be printed to a printer, file, or deferred.
  4. Purge Cleared Documents
    • Close the Preview window.
    • If the out-of-balance amount is $0.00, a message will appear: “Do you want to remove cleared documents as of mm/dd/yy?”.
    • Click “Yes” to purge the cleared documents.

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