Select a version below to view a list of enhancements. Some features described here may not be available in your Sage 100 system.
Product Update 6 contains program fixes for Sage 100 and Sage 100cloud. For more information, please see the release notes.
Product Update 5 contains program fixes for Sage 100 and Sage 100cloud. For more information, please see the release notes.
Product Update 4 contains program fixes for Sage 100 and Sage 100cloud. For more information, please see the release notes.
Product Update 3 contains program fixes for Sage 100 and Sage 100cloud. For more information, please see the release notes.
The following sections describe the enhancements that are new in Sage 100 2017.2.
A payment setup wizard has been added to help you set up credit card and ACH payment processing through Sage Exchange. After setting up your Sage Exchange account, the wizard will guide you through enabling credit card and ACH payment processing in Company Maintenance and creating payment types.
To start the wizard, on the Accounts Receivable Setup menu, select Payment Setup for Sage Exchange.
The following changes were made to the Process Employee Pre-Note and Direct Deposit Transactions window:
Sage 100 2017.1 includes program fixes for Sage 100 and Sage 100cloud. For more informaiton, see the release notes.
The following sections describe the enhancements that are new in Sage 100 2017. Click a link to jump to a particular section.
Customer Relationship Management
When using the auto-complete feature, your search criteria is compared with all words within the searched fields. Previously the feature considered only the beginning of the text in the searched fields.
For example, if you have a customer named Allen’s Appliance Repair and a customer named Appliance Services, typing Appl in the Customer No. field results in a list that includes both customers.
In addition, the number of fields included in the search has been expanded. For example, to search for a vendor by phone number, start typing the phone number, digits only, in the Vendor No. field.
After adding new records, you’ll need to run the Build Search Index utility on the Library Master Utilities menu to index those records so that they appear in the auto-complete search.
For more information on this feature, see Auto-Complete Search in the help.
To activate the enhanced auto-complete feature, run the Build Search Index utility on the Library Master Utilities menu. If you do not run the utility, auto-complete will work as it did before this update.
Run the utility after creating new customer, vendor, and item records so that the records are indexed and appear in the auto-complete results. Running the utility updates the index for all of your companies.
You can use Task Scheduler to automatically run the indexing utility on a regular basis.
A Full Text option has been added to the Search list in Lookup windows. When you select Full Text, your search criteria is compared with the data in all columns available in the Lookup window.
Note that your search criteria must match the beginning of a word. For example, if you have a customer named Hydromart and a customer named Martin Supply, when you type Mart, Martin Supply will appear in the search results, but Hydromart will not.
You can now search for fields that do not contain any value in Lookup windows. After selecting a field from the Search list, select Is Empty from the operand list, and then click Find.
You can now maintain a list of commodity codes and associate them with miscellaneous and inventory items. Commodity codes are included with the data sent when processing Level 3 credit card transactions in the Sales Order module.
Prior and Next buttons have been added to the Calendar window. You can use the buttons to quickly change from month to month.
You can now resize the Memo Maintenance window by dragging the lower-right corner of the window.
A module option in Role Maintenance allows you to suppress the message that reminds you to replace forms with paper after printing.
To no longer see this message, clear the Show Prompt to Remove Forms From Printer check box in the Common Information section.
The font size used for selected reports has been increased to improve readability. These reports previously used a 6 point font. The new font is horizontally equivalent to the previous font, but it is 30 to 40 percent taller.
You can now cancel report printing by clicking the Cancel button on the message window that appears while the report is processing. Note that clicking the Cancel button will cause the report's task window to close, even if you have selected the Keep Open After Print check box.
Several buttons have been added to the Help ribbon on the standard Desktop. The new options include the ability to:
You must log in to use some of these features.
You can now enter ACH payments in the following tasks:
To enable this feature, you must have a Sage Payment Solutions account that is set up for ACH payments. You can then enable the feature on the Payments tab in Company Maintenance and set up ACH payment types in Payment Type Maintenance. For more information, see Set Up Credit Card and ACH Payment Processing in the help.
To accommodate this feature, some tasks, fields, and tabs have been renamed to reference "payments" instead of "credit cards." Details are in the following sections.
ACH payments are submitted to Sage Payment Solutions as part of the Cash Receipts Journal and A/R Sales Journal update process. They cannot be processed individually. For more information, see Process ACH Payment Transactions in the help.
The following changes were made in the data entry tasks.
The following changes were made in maintenance tasks:
A new security event, Allow to Override ACH Payment Transactions, has been added. This security event enables the Fix button on the Payments tab in A/R Invoice Data Entry and Cash Receipts Entry, which lets users update ACH payment transaction information.
The following check boxes have been added to the Bank Reconciliation Report task window:
Note that the task window will automatically close when updating the report, even if the check boxes are selected.
When exporting Bank Reconciliation reports to Microsoft Excel, the resulting Excel file is easier to view and manipulate.
Sage CRM 7.3 SP3 is now available for Sage 100. For information on what’s new in this version, see Sage CRM 7.3 SP3 Release Notes. This document is available in the Documentation folder within the Sage CRM installation program. To access this guide, click the Documentation link on the Autorun screen that appears when you start the Sage CRM installation program.
When exporting financial reports to Microsoft Excel, the resulting Excel file is easier to view and manipulate.
After selecting a role in Role Maintenance, you can click the Search button and enter search criteria. A list of matching tasks, security events, and module options appears, and you can select one to go to its location on the applicable tab.
The following changes were made to support the ACH payment processing feature.
You can now enter ACH payments in the following tasks:
To enable this feature, you must have a Sage Payment Solutions account that is set up for ACH payments. You can then enable the feature on the Payments tab in Company Maintenance and set up ACH payment types in Payment Type Maintenance. For more information, see Set Up Credit Card and ACH Payment Processing in the help.
To accommodate this feature, the following changes were made in the data entry tasks.
ACH payments are submitted to Sage Payment Solutions as part of the Sales Journal update process. They cannot be processed individually. For more information, see Process ACH Payment Transactions in the help.