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11 Things To Know Before Starting Your Sage 100 ERP 2013 Upgrade (Updated)

July 31, 2013 by Wayne Schulz

One of the most common misconceptions about ERP software upgrades is that you can simply take the upgrade disk, load the automated setup program and magically be upgraded to the latest version with minimal advance preparation.

 

While this may be true in some cases we’ve found that in almost all upgrades of Sage 100 ERP 2013 you will want to consider some critical items before you begin your upgrade. If any of them seem foreign to you or you’re not sure what they mean then it’s a good idea to contact your Sage Business Partner.

What’s New In Sage 100 ERP 2013?

Often users will ask “what’s new” in their upgrade. The answer to this question can be found at the following Sage Upgrade Guide PDF – http://goo.gl/bu0mi or online via http://services.sagesoftwareinc.com/mas/whatsnew/.

#1 Download new registration keys from Sage’s portal after having Sage validate them

Why:

1. Beginning in late 2013 all tax forms will require access to the included Sage e-Filing solution. Access to e-Filing requires that you have the latest registration codes with your current Sage account number.
2. The reason to have Sage validate them is that if the client has not had any changes to their account since Atlas (new Sage Portal containing a list of products owned by each customer and their registration keys) went live in 2012, the keys on the Portal may be old and not work.

How:

Access the Sage portal via http://na.sage.com/Log-On and navigate to your company information to obtain updated registration keys.

#2 Obtain a complete list of all third party enhancements – including Extended Solutions

Why:

If you are using v4.3 or earlier of Sage 100 ERP (formerly Sage ERP MAS90 or MAS200) and also have Extended Solutions installed then you’ll need to either insure those solutions were incorporated to Sage 100 ERP 2013 – or purchase the solution from a 3rd party developer.

Sage discontinued selling Extended Solutions after v4.30 and turned future development of some over to third party developers and incorporated others into the core product functionality of future Sage 100 ERP releases.  If you have questions on whether your Extended Solutions were incorporated check with your Sage Business Partner.

Same general concept for any third party programs (Example: Starship, EDI, Job Ops). These enhancements likely require upgraded versions to work with Sage 100 ERP 2013.

How:

Contact the software developer of your third party solution for advice on whether an upgrade is needed. For Extended Solutions you can contact your Sage Partner or a Sage Master Developer and inquire about whether the enhancement is available. Remember some Extended Solutions were added to the Sage 100 ERP core product so you could find that an Extended Solution you are using (example – Positive Pay) does not need to be upgraded because it is now part of the core program.

 

#3 Get Rid of Any UNUSED Third Party Enhancements or Modules BEFORE You Migrate Data

Why:

Midway through the migration process you’re going to be stopped and warned that conversion can’t proceed without the modules that existed previously. Therefore you should uninstall any module or add-on that is not actively being used.

How:

Two options to remove unused enhancements:

a) Uninstall the unused enhancements from your live company.

b) Perform upgrades from a copy of the live system, not the original. Uninstall the enhancements from the copy, not the live system. Many times, enhancements may not function as they previously did, and without access to the original installation, troubleshooting becomes extremely difficult.

#4 Determine if using integrated credit card processing or if currently storing credit card data in Sage 100.

Why:

Migration related to credit cards can be extremely lengthy, even if not using integrated credit card processing and only just storing credit card data in Sage 100.

How:

There’s a process/utility for determining how long the migration is expected to take. Otherwise it may be recommended to first get rid of all Sage 100 credit card data (i.e., reinitializing the applicable credit card related data files) – if it’s not truly needed to retain that data.

PS – Beginning with Sage 100 ERP 2013 the only integrated credit card processor supported is Sage Payment Solutions. The use of PC Charge is no longer supported by Sage which also means that you may be required to change processors. If this impacts you then stop your upgrade and talk about your options with your Sage partner.

#5 Disable Sage Advisor Update (SAU) Automatic Upgrading

Why:  

To prevent automatically installing an update or anything prematurely, especially if there’s modifications / enhancements installed.

How:  

Verify that the option within Sage Advisor regarding automatic updates is set to download only and NOT to download and apply.

UPDATE:  Sounds like you may just be able to uninstall SAU via Windows Control Panel, which also removes the SAU Service.  And it does not appear that SAU gets reinstalled/re-enabled upon installing a Product Update

#6 If You are installing to Windows 2008 R2 Server Remotely – Run Everything As Administrator (Right Click – Run as Administrator). Run Workstation Setups from Autorun.

Why:

There are some security features in Windows 2008 R2 which seem to require that Sage 100 ERP be run as administrator (provided you are on the server or remotely connected to the server via RDP, etc).
How:

You can also right click the Sage 100 ERP icon and select properties and compatibility and there’s a checkbox to automatically run as administrator.

Also you may need to turn off Data Execution Prevention (Start – Control Panel – System – Advanced – Performance – Settings – Data Execution Prevention) for Launch32.exe and/or Pvxwin32.exe. Use caution with system changes.

#7 Hyper-V Virtual Servers May Need Performance Tuning

Why:

For more information about Hyper-V see – Wikipedia . Some users have noted that their Sage 100 ERP systems run very slowly in a Hyper-V (virtual server) environment. This can also result in errors which may at first glance appear to be connectivity related.

How:

Configuration of Hyper-V allows an administrator to specify the number of processing cores to allocate. In many cases if only one core is specified then you may notice performance related issues. If you can allocate 4 cores these issues may resolve themselves.

#8 U25store.dll that implements this function is missing

Why:
Some upgrades to Sage 100 ERP 2013 will also involve custom Accounts Payable check forms. If you open the form and attempt a “Database – Verify Database” you may be greeted with the error “U25Store.dll that implements this function is missing”. This is because Sage and/or Crystal changed some functions. Running MASCRCW will NOT update function changes (only fields). Instead you must manually change the AP check form. Note that this should only be an issue with migrated custom Accounts Payable check forms.

How:
Replace the formulas in your custom Accounts Payable Check with these:

Main report:

Formula PrintGLVariable
Old value: formula = StoreStringVar(“PrintGL”,{@PrintGLDistribution})
New value: Shared PrintGL As String
PrintGl = {@PrintGLDistribution}
Formula = PrintGL

Subreport: (Note: This may come up multiple times as it appears several times on sub report)
Formula PrintGLDistribution
Old value: formula = FetchStringVar(“PrintGL”)
New value:
Shared GLPrint as String
Formula = GLPrint

The above formulas are copied/pasted from a generic Accounts Payable check (Standard).

#9 FRx Reports CAN be converted to Sage Intelligence.

Why:

The FRx conversion tool is not yet compatible with Sage 100 ERP 2013. There are three main options for those using FRX and needing to migrate:

Updated 8/13/13 via Debbie Hill at Sage – The FRx Conversion Utility has always been compatible with Sage 100 2013 and Sage 500 2013.  It is not available for Sage PFW nor Sage Business Works.  The conversion utility converts the Reporting Trees into the new Report Designer Add-In report format.  There’s a quick 8 minute video if you’re interested:

 

a. Sage Intelligence – single user license included with Sage 100 ERP – MS Excel based – good choice for users who want to access data other than pure GL in a spreadsheet. View Sage Intelligence FRX Conversion Guide (pdf)

b. BizNet – Similar to Sage Intelligence but offered by a third party

c. RenovoFYI – Offered by some ex-employees of FRX. Claim to convert about 90% of existing FRX report layouts for a fixed fee of about $800. Good choice for anyone using FRX and happy with no desire to create Excel based reports.

How:
Create Sage Intelligence reports using the Report Designer add on.

# 10 Install Sage 100 ERP 2013 from the server

Why:

Starting with Sage 100 ERP 2013 installation must happen at the server. This has to do with the installation routine and helps make future updates easier.

How:

Be careful because during installation the system might prompt you to install some Microsoft prerequisites. And those prerequisites may require a system reboot of which the only option displayed will be “Ok”. Often it is not convenient to reboot midday on an active server.

After you’ve installed you can click the Sage Advisor button in the task tray (lower right) to check for product updates. Upon approval you can automatically install the latest product update (PU).

# 11 Will Sage 100 ERP 2013 Run on XXXXX Operating System or Hardware?

Before installing the latest Sage 100 ERP upgrade many users will also be updating servers and workstations and possibly operating systems.

Invariably the question arises of which operating systems and servers/workstations are supported by Sage. Because this list is subject to change it’s always easiest to download the latest supported hardware and operating systems directly from the Sage Software site.

Why:
Sage only supports the operating system and hardware published periodically in a document referred to as the “Supported Platforms Matrix”. There is one document for each version (or ranges of versions) which contains the environments tested and certified by Sage as compatible with their ERP system.

How:

Click this link to view a page where you can select your version of Sage 100 ERP and view the supported platforms.

Sage 100 ERP Support Links

BONUS #12 – Prerequisites for Windows XP Workstations

If you are upgrading Sage 100 ERP 2013 or 2014 to Windows XP workstations be advised that these workstations must have SP3 loaded. Because this can take some time to install you may want to check the workstations several days before the date of your upgrade.

In addition all Windows XP workstations require these prerequisites:

  • .NET 3.5 (will reboot)
  • .NET 4.0 (will reboot)
  • Windows Installer 4.5 (will reboot)
  • C++ 2005 (no reboot required)
  • C++ 2010 (no reboot required)

 

Need Assistance With Your Sage 100 ERP Upgrade?

If you’re not comfortable installing the upgrade yourself we would be happy to provide you with a fixed price to assist. Our upgrade services all include:

a. Installing the latest update, patches, integrations
b. Working with you on testing the data conversion, forms conversion, integrations
c. Go live assistance
d. Post go live support

For more information please email – wayne@s-consult.com

Filed Under: Sage 100 ERP, slider Tagged With: extended solutions, mas200, sage 100, Sage 100 ERP, tips, tricks, upgrade

50% off Select DSD Business Systems Enhancements Through January 31, 2012

January 11, 2012 by Wayne Schulz

Is one of your resolutions for 2012 to increase the functionality of your Sage ERP MAS 90 and 200 accounting system? DSD Business Systems has a large catalog of pre-written customizations designed to save you time and money.

Now through January 31, 2012 you can select any of the enhancements from the list below and take 50% off the product price.

AP-1046 Division Number by Distribution Line
AP-1076 Retain Paid Invoices for 9,999 Days
AP-1085 Multiple Company Vendor Synchronization
AP-1102 Automatic Next Vendor Number
AP-1109 Budget Comparison for A/P and P/O
AP-1117 Auto A/R Invoice Creation from A/P Inv Entry
APLC Subcontractor License Expiration Checking
APMR Multi-Company Reporting
APMV Master Vendor
AR-1007 Ship To Addresses
AR-1032 Consolidated Statements
AR-1095 Retain Paid Invoices for 9999 Days
AR-1099 Import Into Cash Receipts
AR-1115 Enhanced Credit Checking
AR-1124 A/R Invoicing of Jobs to Multiple Customers
AR-1129 Sales Tax Automation System
AR-1173 Sales Order Deposits On Rec’vble Reports
AR-1205 G/L Segment Subst. by Custom Office UDF
AR-1227 Terms Code Disc. per Sales Code Qty Ordered
BM-1026 Parent Items as Components of Themselves
BM-1043 Alternate Component Order on Picking Sheets
GL-1043 Billion Dollar Support
GL-1060 Daily Amortization Utility for Service Contracts
IMUE Lot/Serial UDF Edit
IM-1042 Customer Specific Item Numbers
IM-1090 Exended Item Information Posting to Job Cost
IM-1099 User Defined Fields In Product Line Maintenance
IM-1137 Always Taxable Item Designation
IM-1203 Extended Description Display in I/M Inquiry
IM-1212 Item Pricing by Customer/Ship To/Warehouse
IM-1217 Additional Pricing Methods in Item Pricing
IM-1220 Apparel Matrix for Inventory and Sales Order
IM-1261 Alternate Calculation of Cost Markup %
IT-1000 Internet Sales
IT-1024 Purchase Control Integration with e-Business Mgr
JC-1000 Inventory Price Transfer
JC-1012 Enhanced Burden & Overhead Allocation Posting
JC-1157 Job Pay Rate Type
JC-1158 Cost and Price Summary Reports By Cost Code
JC-1159 Job Transaction Information Report
PO-1026 Special and Misc. Item Update to Job Cost
PO-1127 Multiple General Ledger Account Allocation
PO-1182 Consolidated Postings to Job Cost
PO-1196 Freight Posting to Job Cost
PR-1006 Washington State Unemployment Report
PR-1030 Employer Taxes (Actual) Posted to Job Cost
PR-1055 Deduction Calculation for Pension Plans
PR-1108 Half Time Due
PR-1131 Update Last Check Date to Employee UDF
PR-1136 Enhanced Payroll Check History
PR-1137 Payable Sick Benefit
PR-1138 Pension Enrollment Verification
PR-1139 Restrict Benefit Earnings to Available Hours
PR-1140 Employee Maint. Benefit Accrual Security
PR-1141 Employee Termination Utility
PR-1142 Reimbursement Earnings Type
SO-1010 Sales Order Data Entry Tracking By User ID
SO-1017 S/O Line Print Suppression
SO-1047 Commissions to use Alternate Cost/Price
SO-1056 Segment Substitution On The Fly
SO-1092 Bill Option Description & Price On SO Forms
SO-1123 Import Utility for Sales Order
SO-1250 Auto Next Order/Invoice Number by Division
SO-1274 Master Orders to Impact on Sales Order
SO-1288 Enhanced Auto Generate Invoice Function
SO-1394 Additional Order and Invoice Number Series
SO-1396 Negative Lot/Serial Distribution in Inv. Entry
SO-1477 Auto Create One P/O from S/O Entry
SO-1500 Enhanced Starship Link
SO-1533 Sales Order Ship Date Restrictions
SO-1547 Pricing by Product Line/Customer
SO-1549 Duplicate Item Checking in Sales Order Entry
SOCM Sales Order Enhanced Credit Memo
TB-1000 Time and Billing Interface with TimeCard and Payroll
TB-1022 Bill Rate By Client/Employee/Work Code
TC-1033 Enhanced TimeCard Options
TC-1036 TimeCard Integration with Union Payroll
TC-1047 Allowable Number of Days Between TC Entries
TC-1049 Duplicate Entry Prevention
TC-1050 TimeCard Entry for Subcontractors
TR-1000 Truck Management – Windows
WO-1000 Bar Code Import into Work Order
WO-1004 Operation Tckt Printing w Range of WO No.
 

Link

Filed Under: Sage 100 ERP Tagged With: dsd business systems, extended solutions

TIP: Anyone Using Sage Extended Solutions Should Request Updates

October 11, 2011 by Wayne Schulz

Remember that Sage will shortly STOP sending out updated Extended Solution bundles. This will be problematic for ANY customers still using ES on versions prior to 4.4 who also need to add another add-on that requires an updated ES version.

We ran into this with DSD’s IMFX utility which was certified for the latest 4.3 SU and the customer was on SU 14 with two legacy ES.

We also ran into this during payroll year end when Sage pushed out mandatory payroll updates (at least mandatory for any customer who wanted to compute the proper CT withholding) and it required a specific SU level to install. In those cases we were forced to quickly go to Sage and get an updated SU.

TIP: Any customer using Extended Solutions, not on 4.4 and not planning to move to the latest version of MAS soon – should ask Sage for the latest upgrade to their Extended Solutions. Sage is indicating that they will soon “remove the program” that generates these updates and the bundles will not be available.

Filed Under: Sage 100 ERP Tagged With: enhancements, extended solutions, mas200, sage, Sage 100 ERP, upgrades

Sage ERP MAS 90 and MAS 200 Extended Solutions Advisory

August 26, 2011 by Wayne Schulz

If you’re using Extended Solutions Sage have stopped providing any updates for versions that might be needed in instances where you are forced to install a product/service update (example – payroll tax table update that also requires a service update).

This has been in effect since 4/30 though they make exceptions. I just had one granted today.

While I was on the phone with Sage they mentioned that these exceptions are going away – with no stated date on when that will occur.

If you’re still using Extended Solutions — especially if you are a payroll users — please be aware that some tax table updates or forms changes that are issued by Sage require that you install up to a certain service/product update level or the fixes won’t load.

I had a customer using a payroll enhancement and they had to install a service update in order to load the latest Connecticut tax tables. In the process the latest version 4.20 service update broke their PR-1068 Extended Solution. I had to call Sage to ask for an update.

Just a warning that in the not too distant future Sage will no longer be sending out these upgraded Extended Solutions even though you are still on a supported version of MAS90/MAS200.

Filed Under: Sage 100 ERP Tagged With: extended solutions, mas200, Sage 100 ERP

MAS90 Product Update 6 Due 6/29/11

June 28, 2011 by Wayne Schulz

Sage have just posted an update about the expected timing of the next Product Update for Sage ERP MAS 90 and MAS 200.

According to the Sage support site you will be able to download Product Update 6 on June 29, 2011.

Among the planned enhancements are the addition of 7 Extended Solutions and some fine tuning of printers so that each printer preferences is now saved by workstation.

Sage ERP MAS90 and 200 Product Update 6

Filed Under: Sage 100 ERP Tagged With: enhancement, extended solutions, mas200, product update, Sage 100 ERP

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