Sage 100 tips and tricks

13 09, 2019

Sage 100cloud: Why and How to build a simple Crystal Report

2019-09-13T16:20:15+00:00

Question: Sometimes we get requests from clients that are not able to be done with Standard Sage 100 reporting. We can use Crystal Reports and simple example that you can follow the flow and methods for yourself. NOTE: We advise that you consult with your certified Sage 100 ERP consultant before making any changes to your Sage 100  system. If you don’t currently work with a Sage 100 consultant, contact us, call 760-618-1395 or email us at mike.renner@wacptrs.com and we are available to help. Answer: In [...]

Sage 100cloud: Why and How to build a simple Crystal Report 2019-09-13T16:20:15+00:00
5 09, 2019

Sage 100cloud – How to Create a new product line in Inventory

2019-09-05T23:23:35+00:00

Question: When we first started using Sage 100 we sold everything under a generic “STD / Standard” product line.  So how do we go about creating new product lines so that with all the different products we sell are actually broken down properly and then the sales reporting based on product line would actually work. NOTE: We advise that you consult with your certified Sage 100 ERP consultant before making any changes to your Sage 100  system. If you don’t currently work with a [...]

Sage 100cloud – How to Create a new product line in Inventory 2019-09-05T23:23:35+00:00
6 08, 2019

Sage 100cloud – Using Visual Integrator for Customer and Sales Order Imports.

2019-08-06T15:43:28+00:00

Recently a customer of ours asked to be able to import from one excel sheet Customer Records into Customer Maintenance and Sales Orders into Sales Order Entry. They obtain the excel sheet from a website that the customer developed that customers could go to and put their information in and then the excel output is downloaded from the website. This project would save our customer many man-hours of manual hand keying into Sage 100cloud. We have explained in a simple [...]

Sage 100cloud – Using Visual Integrator for Customer and Sales Order Imports. 2019-08-06T15:43:28+00:00
22 07, 2019

Sage 100 – Payroll Upcoming Changes from Sage and Federal Government.

2019-07-22T19:01:26+00:00

NOTE: We advise that you consult with your certified Sage 100 ERP consultant before making any changes to your Sage 100  system. If you don’t currently work with a Sage 100 consultant, contact us, call 760-618-1395 or email us at info@caserv.com and we are available to help. Upcoming US legislative changes will introduce several payroll reporting requirements. Here’s what you need to know about these requirements, and how we are updating Sage 100 Payroll to help you stay compliant. Note: The changes described below will be implemented [...]

Sage 100 – Payroll Upcoming Changes from Sage and Federal Government. 2019-07-22T19:01:26+00:00
10 07, 2019

Sage 100 – “Invoice Already Being Paid” ARWAR4 Utility

2019-07-10T22:29:02+00:00

Question: Mike, We currently own Sage 100. We were doing Accounts Receivable Cash Receipts with Credit Card entry and the system completely hung up and we had to do Workstation complete reboot. The Credit Card company did not receive payment. All the invoices that we are trying to pay show as open invoices in Customer Maintenance, when we try to pay them again through Accounts Receivable Cash Receipts with Credit Card entry the system gives error "Invoice Already Being Paid" and [...]

Sage 100 – “Invoice Already Being Paid” ARWAR4 Utility 2019-07-10T22:29:02+00:00
27 06, 2019

Sage 100 – How to add a User Defined Field (UDF) to Customer Maintenance.

2019-06-27T21:42:11+00:00

Mike, We currently own Sage 100 and would like to add a 3rd phone number field to the Customer Maintenance field in Accounts Receivable, can you show use how to add a User Defined field. NOTE: We advise that you consult with your certified Sage 100 ERP consultant before making any changes to your Sage 100  system. If you don’t currently work with a Sage 100 consultant, contact us, call 760-618-1395 or email us at info@caserv.com and we are available to help. Steps are show below: To [...]

Sage 100 – How to add a User Defined Field (UDF) to Customer Maintenance. 2019-06-27T21:42:11+00:00
23 05, 2019

Sage 100 – How to do a simple modified form in Crystal Reports.

2019-05-23T22:20:51+00:00

Question: Mike, We currently own Sage 100 and have an Accounts Receivable Invoice form that has been modified in Crystal Reports with our logo that is specific to our company. How can we do a simple copy of this form and make another form in Accounts Receivable with same information for a Credit Memo. NOTE: We advise that you consult with your certified Sage 100 ERP consultant before making any changes to your Sage 100  system. If you don’t currently work with a Sage [...]

Sage 100 – How to do a simple modified form in Crystal Reports. 2019-05-23T22:20:51+00:00
18 04, 2019

Sage 100 – Credit Card Processing For Accounts Receivable And Sales Orders.

2019-04-18T16:32:22+00:00

Question: Mike, We own Sage 100 Accounts Receivable and Sales Order, we would like to use Credit Card Processing, is that possible? Answer: Yes Sage 100 Accounts Receivable and Sales Order Modules are fully integrated with several payment processors and transactions can be integrated through Accounts Receivable Cash Receipt Entry and Sales Order Entry with having to go outside the Sage 100 Accounting System. NOTE: We advise that you consult with your certified Sage 100 ERP consultant before making any changes to your Sage [...]

Sage 100 – Credit Card Processing For Accounts Receivable And Sales Orders. 2019-04-18T16:32:22+00:00
14 03, 2019

Sage 100 – How to open a previous period and post in General Ledger.

2019-03-14T21:29:22+00:00

Question: Mike, I have completed my audit of  for the year ended 12-31-18. I would like to post my year end journal entries into Sage 100 in the December 2018 period. Since we are now in Feb 2019, how can I reopen the Dec 2018 Period, make the Journal Entries and then set the period back to Feb 2018. Answer: Open the GL options screen and change the date to 2018 period 12, make the Journal Entry on 12-31-2018, Post [...]

Sage 100 – How to open a previous period and post in General Ledger. 2019-03-14T21:29:22+00:00
28 02, 2019

Sage 100 vs. Sage 100cloud features.

2019-03-01T17:36:49+00:00

Sage 100 vs. Sage 100cloud features.   We attended Sage Summit in San Diego from Feb 13 to Feb 15, 2019. One of the great takeaways was, what is the real difference between Sage 100 (Perpetual) and Sage 100cloud features? And how is the product different from a true cloud product that is on a hosted site and a browser-based software package, as even in my mind as well as many of our customers minds this has always been confusing ever [...]

Sage 100 vs. Sage 100cloud features. 2019-03-01T17:36:49+00:00
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