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How To Rebuild Menus in Sage 100 3.x to 201x

March 12, 2019 by Wayne Schulz Leave a Comment

You may encounter a case where your Sage 100 menus aren’t rendering properly. In this situation, you may not have much control over the menu structure short of rebuilding it from scratch.

Fortunately, Sage 100 has a tool which will re-compile the menus and (hopefully) restore them to their normal state.

The hidden utility used varies based on the version of Sage 100 in use.

The instructions work for both Sage 100 and Sage 100cloud. As always, before running any utilities on your Sage data please ensure you have a complete backup just in case you need to restore one or more files.

To Rebuild Sage 100 Menus:

Sage 100 Version 4.20 and later

Click File, Run.
To start the Menu Maintenance program, enter SY_MENU_UI
Click OK.
Click Accept.
Note: In version 4.20, the progress bar does not open immediately after clicking Accept.
Close the Menu Maintenance window.
Exiting and restarting Sage 100 may be required.

Sage 100 Version 4.0 through 4.10

On the Sage MAS 90 or 200 File menu, click Run.
Type SYZCON
Click OK.
At the -> prompt, enter the following; press ENTER after each line.
->menus=new(“sy_menu_svc”,%sys_ss)
->? menus’compilemenu()
->drop object menus
->bye
Note: The compile menu returns 1 if the process is successful or 0 if the process fails.

MAS 90 or MAS 200 Version 3.x

On the Sage MAS 90 or 200 File menu, click Run.
Type SVMUPD
Click OK.
Select All Applications, and click Proceed.

Sage Summit Atlanta Agenda Updated

March 6, 2019 by Wayne Schulz Leave a Comment

The agenda for Sage Summit Atlanta, May 13-15, 2019, appears to have been updated to include additional Sage 100cloud content.

Initially Sage had indicated that both their San Diego and Atlanta events would feature identical agendas. A quick glance uncovers either some new content or sessions which may have been renamed from when they were presented in San Diego.

Hyatt Regency Atlanta, host hotel for Sage Summit 2019 Atlanta May 13-15, 2019

Sage Summit Atlanta is scheduled for May 13-15, 2019

May 13, 2019 – Sage Partners, Sage Accountant Members + Sponsors only
May 14-15, 2019 – Sage Partners, Accountants, Sponsors and Customers

Sage Summit Atlanta Agenda Updates

Here’s what I’ve been able to spot by comparing the publicly posted Sage Summit Atlanta agenda to the one that was posted for San Diego

The Atlanta agenda shows additional sessions which have been added:

Tips & Tricks for Sage 100: Manufacturing
Keys to Business Success: Customer Relationship Management ( Sage CRM )
Tips & Tricks for Sage 100 Distribution & Inventory Management
Work with Sage 100 the Way you Work: Custom office and Scripting

Since Sage may modify their public agenda at any time up until the start of Sage Summit Atlanta you should download a copy of the agenda directly from their site to view the latest information.

Sage Summit Overall Changes

In addition, expect the following changes to the Atlanta Sage Summit:

The meeting space for the show floor and session rooms are in close proximity
Breaks will also be included on the show floor
Welcome Reception on Partner Day is the start of show hours (in San Diego this started the next day)
The show floor will be closed during keynotes

Sage Summit Atlanta Pre-Conference Business Intelligence Training

Business Intelligence provider DataSelf has announced a pre-conference training session for May 13, 2019 (Partner Day) of Sage Summit Atlanta

DataSelf Training Schedule on May 13, 2019:

Onboarding (Tableau OEM Viewers) – 10:30am to 12:00pm:
Navigating DataSelf out-of-the-box reports and dashboards, subscribing to reports, exporting to Excel and PDF, using filters and parameters, saving preferences, ad hoc analysis, setting up alerts, and mobile device access.
Target audience: Decision makers, DataSelf users, publishers, business analysts and consultants.

Lunch included: 12:00pm to 12:30pm.

Publishing Parts 1 and 2 (Tableau OEM Creators) – 12:30pm to 3:00pm:
Understanding the data panel, creating new reports and dashboards, filtering, charts and maps, formatting, totals and subtotals, new calculations, table calculations, 40 rapid-fire tips and tricks.
Target audience: DataSelf power users, publishers, business analysts and consultants.

For information on enrolling in the DataSelf Business Intelligence pre-conference training on May 13, 2019 visit the registration page here.

Sage 100 Migration Promotions – 2019

January 31, 2019 by Wayne Schulz

Sage is offering the following promotions which expire on 3/31/2019. These offers are designed to allow you to migrate from your existing Sage 100 perpetual license to the subscription-based Sage 100cloud license.

( Download Our Sage 100 vs Sage 100cloud PDF )

Important things to remember about the migration from Sage 100 to Sage 100Cloud

No data conversion
You can upgrade to SQL (Premium) for no added fee (beyond your annual subscription)
A 30-day notice to add or remove user licenses
Works with all popular 3rd party ISV integrations – ScanForce, APS Credit Cards, etc
Migrate without being required to upgrade immediately
Obtain benefit of future exclusive Sage 100Cloud enhancements
Take advantage of promotions that keep your year one subscription the same as your perpetual license fee
EULA limits annual pricing increases

What’s The Difference Between Sage 100 and Sage 100Cloud?

Sage 100cloud is a subscription-based version of Sage 100. All of your existing Sage 100 data migrate seamlessly to Sage 100cloud with no-rekeying and no change in the menus that you and your staff are accustomed to. Your third-party integrations, enhancements and Custom Office (User-Defined Fields) as well as Crystal Reports all transfer seamlessly.

As shown in the image above, Sage 100cloud includes the following:

Multi-Bin Basic – An essential tool for tracking inventory that you may wish to have located within multiple bins in your warehouse.
Sage Contacts – Microsoft Office 365 contacts can retrieve data from your Sage accounting system
Mobile Sales
Sage Inventory Advisor Basics
More

As part of your Sage 100Cloud Business Care, You Have Access To These Features:

Sage 100 Migration to Sage 100Cloud Promotions ( Ex 3/31/2019 )

ON PLAN CUSTOMERS
Upgrade to Sage 100cloud Subscription plan for no more than our current Sage Business Care plan prices (Ends 03/31/2019).

OFF PLAN CUSTOMERS
Subscribe to Sage 100cloud or Sage 300cloud at our current Sage Business Care plan prices, PLUS receive reactivation fee discounts! (Ends 03/31/2019).

Take advantage of our Sage 100 and Sage 300 promotional offer for off-plan customers* to subscribe to Sage 100cloud or Sage 300cloud at our current Sage Business Care plan prices. Includes $0 migration.

PLUS receive a percentage reactivation fee waiver based on the date of order placement.

~~50% waiver of all reactivation fees on orders placed in January 2019~~
25% waiver of all reactivation fees on orders placed in February 2019
No waiver of reactivation fees on orders placed in March 2019

* Offer valid for customers who have been off plan between 2 months and 2 years. Contact your renewal account manager for more details.

Questions? Use our contact form for more Sage 100Cloud Information or read our article on the differences between Sage 100 and Sage100cloud

Sage 100 eFiling Deadlines for 2018

January 21, 2019 by Wayne Schulz

Aatrix, the eFiling partner for Sage 100 and Sage 100cloud accounting software has released the deadlines by which files must be submitted if you are eFiling your tax forms for 2018. As you may know, all filing of tax forms within Sage 100 and Sage 100cloud supported versions are processed through the eFiling feature.

For the tax year 2018 you’ll need to be on Sage 100 or Sage 100cloud version 2016.5 or higher. Be sure to apply the latest Sage 100 product updates and the IRD so as to ensure compatibility with the eFiling process.

Printing of forms through the eFiling menu option is free. In many cases, these forms can be filed directly from the printer (check with your financial advisor on which forms can be “plain paper” filed). If you prefer you may have Aatrix electronically file your forms as well as mail copies to recipients. An additional fee applies for eFiling and mailing.

E-Filing Deadlines for 1099 and W-2 Forms

Sage 100 and Sage 100cloud both utilize Aatrix for 1099 and W2 form filing at year-end. These forms can be printed and mailed into the required tax authorities or, for a small fee, you can have Aatrix file the information electronically and distribute copies of the forms to recipients as required.

The deadline for submitting eFiling information for the 2018 tax season is as follows. Please consult with your tax or financial advisor to see whether any changes have been made to these deadlines.

If you are using Sage 100cloud please be sure to also install the latest IRD (Interim Release Download) which contains important year-end updates designed to accommodate your 2018 electronic filing with the IRS.

Sage 100 Interim release download (IRD) for 2018

Available for:

2018.2 or later**
2017.1 or later
2016.5 or later**

*The 2018 IRD will be the last year-end IRD for Sage 100 2016

**The 2018 IRD only needs to be installed by Sage 100 2018 users if they are processing 1099s.

Sage 100cloud Support

At Schulz Consulting we’ve provided support for Sage 100 and Sage 100cloud since the days that it was known as MAS 90 or MAS 200. We can assist with the initial setup of your system as well as provide support for existing Sage 100cloud users.

If you are wondering what the difference is between Sage 100 and Sage 100cloud we can help with that too!

Call our toll free support line for more information – 833-724-3100

Visit the Aatrix website for more information on their filing deadlines for 2018 state W2 and 1099 forms – Aatrix Website – eFiling Deadlines for 2018

State filing deadlines are:

About Schulz Consulting

How To Setup Sage 100 or Sage100cloud for Integrated Credit Card or ACH Processing

January 17, 2019 by Wayne Schulz

Both Sage 100 and Sage 100cloud natively support integrated credit card and ACH processing.

Before you start processing credit cards you’ll need to select a credit card processing company who provides the back-end access to a merchant account as well as their secure processing vault which holds the credit card data of your customers.

Sage 100cloud can receive pre-authorizations on credit cards prior to processing a shipment which ensures that funds are available prior to the order being placed in the hands of your shippers. If you know the total of the order in advance you can also process a charge as a deposit which charges the full amount of the order immediately.

Note: Refer to your processing agreements with the credit card company for information on how long these pre-authorization holds are good for. In many cases, you can adjust the length of time that the hold is placed on a customer card by contacting your credit card processor.

Credit card processing within Sage 100 can occur in these areas:

Sales Order Processing (most common to get a pre-authorization prior to sending an order to pick)
Sales Order Invoice Processing (once shipped the pre-authorization hold is removed and the card is charged for the final total)
Accounts Receivable Cash Receipts Processing (when a customer wants to pay a balance by credit card)
- Click2Pay is a free feature offered by American Payment Solutions where you can add a link to the existing Sage 100cloud paperless office invoice so your customer can click the link and pay directly from the invoice.
Accounts Receivable Invoice Data Entry

Note: Processing multiple credit cards against one sales order within Sage 100 is not possible without a third-party add-on.

In most cases, when you select an integrated credit card processor you will also need to use whatever merchant they offer as an integrated solution. While there can be instances where you bring your own merchant account those rates are typically higher than what you’ll receive by using the credit card providers own merchant.

Initial activation of the credit card feature happens within your Sage 100 company maintenance panel as shown. This screen also shows the activation of Click2Pay which will allow the company to include a link on all emailed invoices so the customer can click and pay directly.

As you add credit card information to individual customers, you’ll notice that a pop-up box intercepts the information. This takes the financial information and stores it securely in an encrypted payment vault away from your Sage 100cloud data files. This use of an encrypted vault allows Sage 100cloud to maintain compliance with PCI processing standards.

The Submit Card button is available only if the Credit Card Processing module is registered, the Enable Credit Card Processing check box is selected in Company Maintenance, and the payment type has a valid processor connection established in Payment Type Maintenance.

When you are ready to use a credit card from a customer to pay for an order, you’ll always navigate to the payment tab as shown below. Payments may be entered as deposits (charged immediately) or Authorization which places a hold on the customer’s card until you ship the order and charge the final amount to their credit card.

In some cases, you may be able to save additional money by taking advantage of Level 3 credit card processing in Sage 100cloud.

Level 2 and Level 3 are for business to business (B2B), not business to consumer (B2C) transactions. A qualifying business switching to Level 3 can save thousands of dollars per year! Not all credit card processors and not all cards networks offer Level 3. To realize these savings, merchants must seek out a Level 3 processor. For example, APS is a Level 3 processor and gateway that seamlessly integrates with multiple ERP systems and eCommerce solutions. Mastercard and Visa are two card networks that offer Level 3 but not all networks do.

Level 3 is ideal for business to business (B2B) and business to government (B2G) transactions. Standard B2C cards do not qualify for Level 3 discounted rates. Only corporate or purchasing cards (P-Cards) are accepted for Level 3 transactions where the issuer allows. Qualifying for Level 3 has the most comprehensive data requirements, as illustrated below.

If your company is accepting B2B or P-Cards then you should ensure that whatever processor you are using is also submitting those cards for Level 3 processing. Not all transactions may qualify but it’s worth looking into even if only a few higher volume customers meet the requirements.

A more detailed setup guide for Sage 100cloud credit card processing can be found here:

Credit Card Processing Setup Instructions for Sage 100 – APS Payments User Guide