Sage 100c | Schulz Consulting 833-724-3100

Sage 100 2018.5 Product Update Available Now

November 15, 2018 by Wayne Schulz

Sage has released product update 5 for Sage 100 2018.

This product update features the following enhancements as well as miscellaneous bug fixes:

Bank Reconciliation

Sage Bank Feeds – import bank transactions to Check, Deposit and Adjustment entry and match them against Sage 100 transactions

Job Cost

Certified Payroll Reporting – This report is added to the reports menu in payroll 2.18.5
Job Contractor Maintenance – Add info for each contractor you do business with via this feature found on the Job Cost setup menu
Cost Code Detail – This button has been moved to the MORE menu

You can download Sage 100 2018.5 from this link and also view a full list of all fixes or enhancements which were added by downloading this Sage 100 2018.5 What’s New guide (PDF).

Before installing any updates please check with your Sage partner. If you have third-party integrations you will need to verify that those integrations are compatible with this update prior to installation.

Sage CRM.com Hosted Discontinued August 31, 2019

November 14, 2018 by Wayne Schulz

Sage just announced the discontinuation of the hosted version of their Sage CRM. The product will still be sold to companies who want to load it onto their own servers or use the services of a private host.

Previously, during October 2016 Sage had announced no new licenses to this hosted service would be sold. This announcement, therefore, appears to primarily apply to any remaining existing users of the Sage CRM Cloud/Hosted version.

Sage CRM continues to have an available integration to Sage 100 and Sage 100cloud. This announcement only impacts the Sage CRM.com product which Sage sold and hosted themselves for customers. The regular Sage CRM on-premises product is NOT retiring.

Below is the announcement sent by Sage:

Sage CRM.com Hosted Retirement Notice
Notice 18-A

Dear Valued Business Partner,

We’ve recently undertaken a full review of our CRM portfolio. As a result of this review, we have made the difficult decision to retire the current Sage CRM.com hosted / cloud product as of August 31, 2019. After this date, you will no longer be able to access Sage CRM.com. This decision will enable us to focus our time and resources more efficiently to ensure we continue to deliver market-leading solutions for our customers.

Effective immediately, no further sales or upgrades can be purchased. Technical support will continue to be available until August 31, 2019.

Customers will be directed to contact their support provider for transition options. For your customers that are currently using this solution, we’d ask that you work closely with them to ensure that they do not permanently lose access to their data. Before August 31, 2019, data must be backed up to a separate location. Details on how to do this are available here.

Migration of data from Sage CRM.com to Sage CRM is possible, although as the data is in a different structure, some effort is required to match the necessary import structure. Sage is unable to provide a migration tool, instructions or support if this is the option the customer selects.

If you have any questions, please contact your Partner Account Manager.

Regards

Sage Product and Services Team

Sage 100cloud Premium ( SQL ) Temporary Keys For Upgraders

November 13, 2018 by Wayne Schulz

Sage recently made temporary premium (SQL) upgrade keys available for users moving from Sage 100 Standard or Advanced to Premium.

Added temporary 180-day no charge Premium Edition Test License
For use during upgrades to Premium Edition
Partner must request from Sage Sales Ops (SKU = G9QPREMTRIAL)
Existing Sage 100 customer must meet all of the following requirements:
Currently running Standard or Advanced Edition, preparing to upgrade to the Premium Edition, and, be active on Sage 100 Business Care plan

The reason for this temporary Premium registration key is that previously when upgrading to Premium there were certain situations where the prior Sage 100 registration keys would be invalidated before the company was able to fully upgrade to Premium.

This is due to the automatic registration key update built into these versions of Sage 100:

Sage implemented a license key update program starting with Sage 100cloud v 2016 PU 2. There have been reported issues with the service, as it will lock out users if there is anything out of ordinary with keys.

Versions of Sage 100 and Sage 100cloud which auto-update keys:

2015.5+
2016.2+
2017.0+

Note: Versions 5.20.3 (2015.3), 5.20.4 (2015.4), 5.30.1 (2016.1) will have the ability to update the payroll expiration date with the Update button by installing the Hot Fixes based on version KB 83158 ( https://goo.gl/NnlQbY ).

Note: Some third parties such as Job Ops may require a new registration key if the Sage USER KEY (not customer number) changes. The update process does not change customer or serial number but the Sage 100 USER KEY changes.

EMV Credit Card Processing For Sage 100 and Sage 100cloud

October 17, 2018 by Wayne Schulz

If you are accepting credit cards with your Sage 100 or Sage 100cloud accounting software then you’ve likely been asked by customers whether your terminals support the new EMV credit card security.

EMV cards are smart cards (also called chip cards or IC cards) that store their data on integrated circuits in addition to magnetic stripes (for backward compatibility). These include cards that must be physically inserted (or “dipped”) into a reader, as well as contactless cards that can be read over a short distance using near-field communication (NFC) technology. Payment cards that comply with the EMV standard are often called Chip and PIN or Chip and Signature cards, depending on the authentication methods employed by the card issuer.

The integration of credit cards offered by Paya eliminates re-keying and is fully supported by Sage 100 and Sage 100cloud across all supported version.

For more information use http://go.paya.com/Sage50Core2.html

Check For Bad Dates (Vendor Code 9) In Sage 100 Files With This Free Utility

August 27, 2018 by Wayne Schulz

Sage has issued a new utility which can be helpful for uncovering pesky bad dates (Vendor Code 9) which can crop up unexpectedly in Sage 100 data tables.

As you may know, once your system finds a bad date it may stop processing further and prompt you with a Vendor Code 9 error message.

These bad dates may be tough to locate. Most people try to create a Crystal Report to read the data table and uncover the bad date(s) however even Crystal Reports may stop reading data unless you modify your SOTAMAS90 to allow for NULL Dates.

Now Sage has a new utility which will scan your data files searching for bad dates. It then creates a data file XXX (where XXX is your 3-character Sage 100 company code) XXX_CheckDate.txt in your \MAS90\HOME\Textout\

Once you locate the problem data file(s) you can then use the Data File Display and Maintenance to locate and fix the problem record(s).

Sage 100 CheckDate Utility

Here’s the list of tables reviewed by the utility:

*OK* AP_ACHCheckEntry

*OK* AP_ACHGenerationAddenda

*OK* AP_ACHGenerationHeader

*OK* AP_ACHInterface

*OK* AP_Analysis

*OK* AP_ARClearingHeader

*OK* AP_ARClearingRestart

*OK* AP_Audit

*OK* AP_CheckDetail

*OK* AP_CheckDetailPosting

*OK* AP_CheckHeader

*OK* AP_CheckHeaderPosting

*OK* AP_CheckHistoryDetail

*OK* AP_CheckHistoryHeader

*OK* AP_CheckRestart

*OK* AP_DailyPostingWork

*OK* AP_Division

*OK* AP_ExpenseDistTableHeader

*OK* AP_InvoiceDetailPosting

*OK* AP_InvoiceHeader

*OK* AP_InvoiceHeaderPosting

*OK* AP_InvoiceHistoryAsset

*OK* AP_InvoiceHistoryDetail

*OK* AP_InvoiceHistoryHeader

*OK* AP_InvoiceHistoryMemo

*OK* AP_InvoiceMemo

*OK* AP_InvoiceRestart

*OK* AP_JobDistributionDetail

*OK* AP_ManualCheckDetail

*OK* AP_ManualCheckHeader

*OK* AP_ManualCheckRestart

*OK* AP_OpenInvoice

*OK* AP_OpenInvoiceTaxSummary

*OK* AP_Options

*OK* AP_PreNoteApprovalRestart

*OK* AP_PreNoteSelectionRestart

*OK* AP_RepetitiveInvoiceHeader

*OK* AP_RepetitiveInvoiceMemo

*OK* AP_SalesTax

*OK* AP_SummaryDrillDownWork

*OK* AP_TaxSummaryWork

*OK* AP_TermsCode

*OK* AP_TransactionPaymentHistory

*OK* AP_Vendor

*OK* AP_Vendor1099Payments

*OK* AP_VendorContact

*OK* AP_VendorCustomerLink

*OK* AP_VendorDocumentContacts

*OK* AP_VendorDocuments

*OK* AP_VendorElectronicPayHistory

*OK* AP_VendorElectronicPayment

*OK* AP_VendorMemo

*OK* AP_VendorPDFLog

*OK* AP_VendorPurchasesHistory

*OK* AP_VendorRemit

*OK* AR_AlternateInvoice

*OK* AR_Analysis

*OK* AR_Audit

*OK* AR_BillToSoldTo

*OK* AR_CashReceiptsDeposit

*OK* AR_CashReceiptsHeader

*OK* AR_CashReceiptsHistory

*OK* AR_CashReceiptsRestart

*OK* AR_CashSales

*OK* AR_Customer

*OK* AR_CustomerContact

*OK* AR_CustomerCreditCard

*OK* AR_CustomerDocumentContacts

*OK* AR_CustomerDocuments

*OK* AR_CustomerMemo

*OK* AR_CustomerPDFLog

*OK* AR_CustomerSalesHistory

*OK* AR_CustomerSalespersonHistory

*OK* AR_DailyPostingWork

*OK* AR_DepositHistory

*OK* AR_Division

*OK* AR_FinanceCharge

*OK* AR_FinanceChargeJournalRestart

*OK* AR_InvoiceHeader

*OK* AR_InvoiceHistoryDetail

*OK* AR_InvoiceHistoryHeader

*OK* AR_InvoiceHistoryMemo

*OK* AR_InvoiceHistoryPayment

*OK* AR_InvoiceMemo

*OK* AR_InvoiceRestart

*OK* AR_OpenInvoice

*OK* AR_OpenInvoiceSplitCommissions

*OK* AR_OpenInvoiceTaxSummary

*OK* AR_Options

*OK* AR_PaymentType

*OK* AR_PriceLevelByCustPriceCode

*OK* AR_PriceLevelByCustShipTo

*OK* AR_RepetitiveInvoiceHeader

*OK* AR_RepetitiveInvoiceMemo

*OK* AR_Salesperson

*OK* AR_SalespersonCommission

*OK* AR_SalespersonHistory

*OK* AR_SalespersonLink

*OK* AR_SalesTax

*OK* AR_SummaryDrillDownWork

*OK* AR_TermsCode

*OK* AR_TransactionPaymentHistory

*OK* AR_TransactionPosting

*OK* BR_DailyPostingWork

*OK* BR_Options

*OK* BR_Transaction

*OK* BR_TransactionRestart

*OK* CI_CommodityCode

*OK* CI_ConversionHistory

*OK* CI_ExtendedDescription

*OK* CI_InactiveReasonCode

*OK* CI_Item

*OK* CI_ItemHistoryByPeriod

*OK* CI_ItemTransactionHistory

*OK* CI_Options

*OK* CI_StandardCostAdjustmentWork

*OK* CI_StandardCostAdjustRestart

*OK* CI_StandardCostAdjustSelection

*OK* CI_UnitOfMeasure

*OK* CU_ActivityLog

*OK* CU_CRMServerOptions

*OK* CU_Opportunity

*OK* CU_Options

*OK* CU_OrderQuoteDetail

*OK* CU_OrderQuoteTracking

*OK* GL_Account

*OK* GL_AccountHistory

*OK* GL_AccountMemo

*OK* GL_AllocationHeader

*OK* GL_AllocationSelectionHeader

*OK* GL_AllocationSelectionOptions

*OK* GL_AllocationSelectionRestart

*OK* GL_Audit

*OK* GL_CompanyActiveBatch

*OK* GL_DailyPosting

*OK* GL_DailyTransactionRestart

*OK* GL_DataExchange

*OK* GL_DetailPosting

*OK* GL_FiscalYear

*OK* GL_FiscalYearDetail

*OK* GL_GeneralJournalHeader

*OK* GL_GeneralJournalHistory

*OK* GL_GeneralJournalMemo

*OK* GL_MainAccount

*OK* GL_MainAccountMemo

*OK* GL_Options

*OK* GL_PayActivity

*OK* GL_PayTransactionHeader

*OK* GL_PeriodBudgetDetail

*OK* GL_RecurringJournalHeader

*OK* GL_RecurringJournalHistory

*OK* GL_RecurringJournalRestart

*OK* GL_SourceJournalHistory

*OK* GL_StandardJournalHeader

*OK* GL_SubAccount

*OK* GL_SummaryDetailDrillDown

*OK* GL_TransactionJournalDetail

*OK* GL_TransactionJournalHeader

*OK* GL_TransactionJournalHistory

*OK* GL_TransactionJournalMemo

*OK* GL_TransactionJournalRestart

*OK* IM_AliasItem

*OK* IM_AlternateItem

*OK* IM_Audit

*OK* IM_BuyerPlannerCode

*OK* IM_CountCardHeader

*OK* IM_DailyPostingWork

*OK* IM_DataEntryCostCalcCommit

*OK* IM_ItemCost

*OK* IM_ItemCostCalcSource

*OK* IM_ItemCustomerHistoryByPeriod

*OK* IM_ItemMemo

*OK* IM_ItemTransactionHistory

*OK* IM_ItemTransactionRecalc

*OK* IM_ItemValuationSelection

*OK* IM_ItemValuationUpdateRestart

*OK* IM_ItemValuationUpdateWork

*OK* IM_ItemVendor

*OK* IM_ItemVendorHistoryByPeriod

*OK* IM_ItemWarehouse

*OK* IM_ItemWhseHistoryByPeriod

*OK* IM_LotSerialTransactionHistory

*OK* IM_NegativeTierRegisterWork

*OK* IM_NegativeTierRestart

*OK* IM_Options

*OK* IM_Physical

*OK* IM_PhysicalRestart

*OK* IM_PriceCode

*OK* IM_ProductLine

*OK* IM_SalesKitHeader

*OK* IM_SalesPromotion

*OK* IM_TransactionHeader

*OK* IM_TransactionPosting

*OK* IM_TransactionRestart

*OK* IM_TransactionTierDist

*OK* IM_Warehouse

*OK* IM_WarehouseRestricted

*OK* IM_WarrantyCode

*OK* IT_Category

*OK* IT_Customer

*OK* IT_EMail

*OK* IT_EMailReasonCode

*OK* IT_HTMLTemplate

*OK* IT_Item

*OK* IT_ItemAttachment

*OK* IT_ItemCategory

*OK* IT_Options

*OK* IT_OrderCategoryTree

*OK* IT_ShoppingCartAutoLogHdr

*OK* IT_ShoppingCartHeader

*OK* IT_ShoppingCartItemsSelected

*OK* IT_StoreCategoryTree

*OK* IT_UIDCustomerChange

*OK* IT_UIDCustomerChangeAutoLog

*OK* IT_WebMenu

*OK* IT_WebTemplateOptions

*OK* PL_EmailMessage

*OK* PL_Form

*OK* PL_JournalPDFLog

*OK* PL_JournalRegister

*OK* PL_Options

*OK* PL_PeriodEndPDFLog

*OK* PL_PeriodEndReport

*OK* PL_Report

*OK* PL_ReportPDFLog

*OK* PO_AutoGenerateOrders

*OK* PO_AutoReorderSelection

*OK* PO_CancelReasonCode

*OK* PO_DailyPostingWork

*OK* PO_LandedCostType

*OK* PO_MaterialReqDetail

*OK* PO_MaterialReqHeader

*OK* PO_MaterialReqRestart

*OK* PO_Options

*OK* PO_PurchaseOrderDetail

*OK* PO_PurchaseOrderHeader

*OK* PO_PurchaseOrderHistoryDetail

*OK* PO_PurchaseOrderHistoryHeader

*OK* PO_PurchaseOrderHistoryMemo

*OK* PO_PurchaseOrderHistTaxDetail

*OK* PO_PurchaseOrderHistTaxSummary

*OK* PO_PurchaseOrderMemo

*OK* PO_PurchaseOrderRecap

*OK* PO_PurchasesHistory

*OK* PO_ReceiptDetail

*OK* PO_ReceiptHeader

*OK* PO_ReceiptHistoryDetail

*OK* PO_ReceiptHistoryHeader

*OK* PO_ReceiptHistoryMemo

*OK* PO_ReceiptMemo

*OK* PO_ReceiptRestart

*OK* PO_ReceiptVarianceCalculation

*OK* PO_ReturnDetail

*OK* PO_ReturnHeader

*OK* PO_ReturnMatRqTierCostCalcWork

*OK* PO_ReturnMemo

*OK* PO_ReturnRestart

*OK* PO_ReturnTaxAllocation

*OK* PO_ReturnTaxDetail

*OK* PO_ReturnTaxSummary

*OK* PO_ShipToAddress

*OK* PO_SummaryDrillDownWork

*OK* PO_VendorPriceLevel

*OK* PO_VendorPurchaseAddress

*OK* PR_ACAEmployee

*OK* PR_ACAEmployeeCoveredInd

*OK* PR_ACAEmployeeMonthlyDtl

*OK* PR_ACAEmployer

*OK* PR_ACAEmployerMonthlyDtl

*OK* PR_ACAEmployerOtherMembers

*OK* PR_Audit

*OK* PR_CompanyTaxGroup

*OK* PR_CompanyTaxGroupRates

*OK* PR_DeductionCode

*OK* PR_Department

*OK* PR_DepartmentDeduction

*OK* PR_DepartmentEarnings

*OK* PR_DepartmentSecurity

*OK* PR_DirectDepositBank

*OK* PR_DirectDepositSvcActivity

*OK* PR_DirectDepositTransDetail

*OK* PR_DirectDepositTransHeader

*OK* PR_EarningsCode

*OK* PR_Employee

*OK* PR_EmployeeAutoEarnings

*OK* PR_EmployeeDeduction

*OK* PR_EmployeeDeductionHist

*OK* PR_EmployeeDirectDeposit

*OK* PR_EmployeeDocuments

*OK* PR_EmployeeEarningsHist

*OK* PR_EmployeeHistory

*OK* PR_EmployeeMemo

*OK* PR_EmployeePDFLog

*OK* PR_EmployeeTaxFilingStatus

*OK* PR_EmployeeTaxHistory

*OK* PR_EmployeeTaxHistoryOther

*OK* PR_EmployeeTaxProfile

*OK* PR_EmployeeTimeOffAccruals

*OK* PR_HRMSAttendanceTransfer

*OK* PR_LaborCode

*OK* PR_Options

*OK* PR_PayrollBurdenAllocationReg

*OK* PR_PayrollCycle

*OK* PR_PayrollDeductionRegister

*OK* PR_PayrollDetail

*OK* PR_PayrollDetailPosting

*OK* PR_PayrollDirectDeposit

*OK* PR_PayrollEarningsRegister

*OK* PR_PayrollEmployersExpenseTax

*OK* PR_PayrollEmployersExpenseWC

*OK* PR_PayrollEmployersExpOtherTax

*OK* PR_PayrollHeader

*OK* PR_PayrollHeaderPosting

*OK* PR_PayrollHistoryDetail

*OK* PR_PayrollHistoryDirectDeposit

*OK* PR_PayrollHistoryHeader

*OK* PR_PayrollHistoryMemo

*OK* PR_PayrollHistoryTaxDetail

*OK* PR_PayrollHistoryTaxDtlOther

*OK* PR_PayrollHistoryTaxReporting

*OK* PR_PayrollHistoryTaxRepOther

*OK* PR_PayrollHistoryWorkersComp

*OK* PR_PayrollLaborDistribution

*OK* PR_PayrollMemo

*OK* PR_PayrollPensionPlanRegister

*OK* PR_PayrollRestart

Schulz Consulting provides consulting services for all versions of Sage 100 and Sage 100cloud. Our office is located in Connecticut and we provide on-site consulting to all of Connectict, Rhode Island, South-West Massachussetts and Vermont.

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