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Sage 100 Upgrade: Instructions and Frequently Asked Questions

May 25, 2017 by Wayne Schulz

Have you thought about upgrading your Sage 100 or Sage 100c accounting software but aren’t quite sure what steps you’ll need to follow?

In most cases, you’ll work with a Sage partner who will manage the entire upgrade – including configuration, testing, and final conversion.

We’ve created a handy list of upgrade instructions that can be distributed to your internal users, managements and IT department.

While the instructions don’t cover the technical how-to of the upgrade process they do attempt to answer many of the questions commonly asked by users about the upgrade – including:

  • What hardware, network and operating systems are supported by the latest version of Sage 100?
  • What database is Sage 100 using?
  • What are the supported versions of Sage 100?
  • How do I backup Sage 100?
  • How can I tell what version of Sage 100 is currently installed?

The upgrade instructions are broken into these sections:

 

Before the upgrade begins

  • Critical information
  • FYI
  • IT Department

Common Error Messages

Testing (Before Going Live)

The Night Before Go Live

Go Live

What’s New In Sage 100

Other Frequently Asked Questions

 

 

Access a copy of the Sage 100 Upgrade initial instructions

Filed Under: Sage 100 ERP Tagged With: instructions, sage 100, upgrade

Why Should I Upgrade To Sage 100 2016?

July 12, 2016 by Wayne Schulz

Are you using an older version of Sage 100 (formerly MAS 90 or MAS 200) and wondering what’s new? Here’s a quick list of what we feel are the most popular enhancements. This list does not include every change introduced to the product (scroll down to our  214-page PDF document outlining Sage 100 New Features 4.0 to 2016 at the bottom of this page).

If you are using any version prior to  Sage 100 2015 then it’s time to upgrade.

Sage 100 v2016 and v2015 are the only two versions Sage deems compatible with Windows 10. While other versions might work they are not guaranteed and Sage will not support them on Windows 10.

 

Sage 100 2016 – (Released Nov 2015)

  1. Customer PO numbers expanded from 7 to 30 characters
  2. Support for Windows 10
  3. SMTP email passwords can now be up to 128 characters (Paperless Office Electronic Delivery) – previously the field appeared to hold more characters but only the first 14 would be used
  4. Accounts Payable Electronic Payment Vendors can now be excluded/included on several reports
  5. Here are the hardware and operating systems supported by Sage – (Standard: https://goo.gl/8z3djQ ) or (Advanced: https://goo.gl/S0WW3F )
  6. Introduces Sage 100c subscription pricing with modern user interface (requires upgrade and switch to subscription pricing)
  7. Scheduled for quarterly product updates

Full list of 2016 Enhancements – https://goo.gl/86QocO

Sage 100 2015 – (Released April 2015)

  1. Accounts Payable vendor name expansion from 30 to 50 characters
  2. Support for Windows 10
  3. Purchase Order history can now be retained- is built from existing files during upgrade.
  4. Purchase Order “Copy From”
  5. Print Full Comments can now default on various journals & registers
  6. General Ledger – One Click Journal Entry Reversals
  7. Canadian postal codes included
  8. Last product update: PU 2 – June 2016

Full list of 2015 Enhancements – https://goo.gl/U01DT1

Sage 100 2014 – (Released February 2014)

  1. Autocomplete feature lets you locate customers, vendors and items by typing in their name
  2. Excel 2013 64-bit support for Sage Intelligence
  3. Sage Inventory Advisor (SIA) Available (Additional subscription applies)
  4. Keep Window Open after printing/previewing for Financial Reports
  5. Level 3 credit card processing support
  6. A/P invoices not yet posted may be looked up in invoice data entry with a new icon
  7. Full list of 2014 Enhancements – https://goo.gl/tqoocZ
  8. Sage 100 2013 – (Released December 2012)
  9. Accounts Payable invoice number expansion from 7 to 20 characters
  10. Accounts Payable vendors may be marked as inactive & assigned reason code
  11. Accounts Receivable customers may be marked as inactive & assigned reason code
  12. Inventory main tab enhanced to show quantities available
  13. Checks marked as cleared and updated on the bank reconciliation register now show in Vendor Maintenance with a Cleared flag and the date cleared

Full list of 2013 Enhancements – https://goo.gl/P7Vi6u

Sage 100 4.50 – (Released August 2011)

  1. Accounts Receivable national account management
  2. Sales Order pricing by customer and product line
  3. 1 SageCRM Server License, 1 SageCRM User License – included
  4. Sales Order allocate inventory items by lot and serial number to orders
  5. Sales Order create purchase order directly from a sales order

Full list of 4.5 Enhancements – https://goo.gl/rN2eLZ

Sage 100 4.40

  1. Accounts Receivable customer number expanded from 7 to 30 characters (optional feature)
  2. Inventory Management item number expanded from 15 to 30 characters (optional feature)
  3. Inventory Management decimal precision increased to 4 decimals
  4. Inventory Management introduces batch entry for transactions
  5. Library Master personalize report preview setting
  6. Accounts Payable record wire transfers
  7. Accounts Payable ACH electronic payments
  8. Accounts Receivable search for invoices by lot or serial number
  9. Bank Reconciliation positive pay feature has been added
  10. Bank Reconciliation post directly to the General Ledger
  11. Inventory Management search by lot or serial number
  12. Inventory Management mark items as inactive
  13. Sales Order purchase controls by customers
  14. Persistent report selection after Print or Preview in most modules
  15. A/P expense distribution tables

 

For a 214 page document outlining Sage 100 New Features 4.0 to 2016

Filed Under: Sage 100 ERP Tagged With: sage 100, upgrade

Yes, You Can Upgrade to Sage 100 2019 From Earlier Versions

June 1, 2016 by Wayne Schulz

This past week I was asked if it was possible to upgrade a very early version of Sage 100 (previously known as MAS 90 or MAS 200) from a level as early as 3.71 to the current version which is Sage 100 2019.

In short, the answer is  yes – although the Sage 100 v2019 Customer Upgrade Guide states that you must first be at version 3.71 and then migrate to 4.50 Product Update 8 and then to the latest Sage 100 release.

The interim stop at version 4.50 Product Update 8 seems to be required for certain third-party solutions as well as a reqirement by Sage.

You should plan to migrate to 4.50 PU 8 and then onto the latest Sage release.

Sage 100 4.50 Product Update 8 is available from the Sage KB

Filed Under: Sage 100 ERP Tagged With: migration, sql, upgrade

Sage 100 ERP 2014 Upgrade: Best Practice Tip

June 10, 2014 by Wayne Schulz

When installing your Sage 100 upgrade here are two planning tips for ensuring  the upgrade goes as smoothly as possible.

Increasingly we have seen where Sage 100 upgrades are being performed after-hours or over the weekend. In most cases this is a great time to upgrade your ERP since there’s nobody in the system and you have

 

Ensure Your Pre-Requisites Are installed

Before the date of your upgrade —  run the Sage install routine by clicking Autorun.exe (always run “as administrator” if possible) this program will double check for any needed prerequisite program files. These are often things such as Microsoft C++, Windows Installer, etc. It can take quite a while to load these files so some advance planning is recommended. You do NOT need to allow the autorun to complete. What you’re looking to do is have the autorun verify that all prerequisites have been installed prior to the day you are planning to actually install the upgrade.

The reason to perform this step prior to the upgrade date is you’ll be installing to your file server and in most cases the installation of prerequisite programs such as Microsoft C++  require a reboot. In some cases this will be multiple reboots which is not really convenient if you have 50 people logged into the server midday.

Tip: Run the Autorun.exe after hours when everyone is off the fileserver. The autorun will automatically prompt to install prerequisites as well as to reboot your server (if needed). Unfortunately you WILL need to continue starting the autorun after each server reboot to ensure there are no more prerequisites to be loaded.

Ensure Your Registration Keys Work

Sage updated all customers numbers a few years ago. We’ve seen instances where end users who have not upgraded in several versions (usually 4.2 or earlier) suddenly find that the new registration keys that Sage provided them won’t work. For this reason it’s a good idea to try to enter your registration keys before the day when you actually plan to install. If the keys need to be updated this provides for time to call Sage and request new registration codes.

 

 

Filed Under: Sage 100 ERP, slider Tagged With: sage 100, upgrade

Sage 100 Upgrade Cost Simplified for 2014

January 22, 2014 by Wayne Schulz

Simplified Sage 100 ERP upgrade pricing is valid only for existing customers presently active on Schulz Consulting support where we have done an upgrade previously.

 

Only valid for upgrades from 4.3 or higher to the same type of Sage 100 (Standard to Standard, etc) , single companies with 10 or fewer licenses.

STANDARD TERMS

In order to offer a fixed standard price we have some standard terms and conditions – you may read them here.

EXCLUSIONS
Excludes custom report updates that require implementation outside MASCRCW (available for additional cost), Visual Integrator, Scripting, Custom Enhancement upgrades.

INCLUSIONS
Includes all product updates required during the year – to be installed remotely – provided customer remains active on Schulz Support

PRICE FOR EXISTING SCHULZ CUSTOMERS ON SUPPORT ONLY

Base upgrade (1 version upgraded) – done outside Nov 15 – Feb 1: $ 2,500
Base upgrade – done anytime within Nov 15 – Feb 1: $ 7,500
Add’l interim version: $1,000 per version

Example:

Company is using Sage 100 v4.3

Price for upgrade to v2013 is:

Base: $2,500
Interim versions: 2 x $1,000 = $2,000 (V4.4 and 4.5)

ADDITIONAL:
Multiple companies – add $1,000 total for each add’l live company
Over 10 user license – $ 100/ea add’l over ten (ex 40 users is 40-10=30 x 100 = $3,000)
Third party integration – $ 500
Server moves during upgrade – $ 750

TERMS:

Under $5,000 – total amount due in advance prior to scheduling a start
Over $5,000 – 50% due prior to scheduling a start – balance 15 days after go-live

There are four phases to all upgrades as noted above. In the instance that you decide not to fully upgrade (within 15 business days) while we are within one of these phases the appropriate balance of all prior costs is due.

1. Install and configure 30%
2. Test upgrade 30%
3. Go live 30%
4. Post go-live followup – 10%

Example:

Your upgrade fee is quoted as $ 5,000. We complete the install/configure and the test upgrade (30% + 30% = 60%) and you determine for whatever reason  you are not ready to complete the upgrade within 15 business days.

The fee due would be 60% of the $ 5,000 upgrade quote or $ 3,000.

If at a later time you determine that you wish to continue with the upgrade you will be quoted separately under a new fee schedule. The amounts paid above are not applied to the new quote.

Filed Under: Sage 100 ERP, slider Tagged With: cost, price, sage 100, upgrade

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