What's New

DBA Name and Address for 1099 Forms

DBA (doing business as) name and address fields have been added to the Additional tab in Vendor Maintenance and the Vendor Maintenance On-the-Fly window.

• If a DBA name is entered, it prints on the vendor's 1099 form in addition to the vendor name.
• If a DBA address is entered, it prints on the vendor’s 1099 form instead of the vendor address.

The fields are available if an option other than None is selected in the Vendor Type field.

We’re listening! This idea was a suggestion on the Sage 100 ideas site. Visit the ideas site to share your ideas and vote for your favorites.

Updates for 1099 Form Tax Reporting

The following options have been added to support Form 1099 printing for tax year 2021:

• For the 1099 MISC form:
• Box 11: Fish Purchased for Resale
• For the 1099 DIV form:
• Box 2e: Section 897 Ordinary Dividends
• Box 2f: Section 897 Capital Gain

ODBC Password Support

Password fields are available when unified logon is enabled to support access through third-party ODBC applications.

Company Types

You can now see at a glance whether the current company is live, a demo, and so forth. After selecting types for your companies in Company Maintenance and setting up display preferences in System Configuration, you can see the type in the title bar of your task windows.

Check Number Field Expanded

The check number field has been expanded to hold 10 characters. Task windows, forms, and reports have been updated to reflect this change.

This enhancement was carried throughout the following modules:

• Accounts Payable
• Bank Reconciliation
• General Ledger
• Payroll (requires Sage 100 Payroll 2.21 or later)
• Purchase Order

We’re listening! This idea was a suggestion on the Sage 100 ideas site . Visit the ideas site to share your ideas and vote for your favorites.

Select Which User Identifier to Display

A User Display Option field has been added to the Preferences tab in System Configuration. Use this field to select which user identifier appears in various locations throughout Sage 100, including report footers, the Activity Log, and so forth. The following options are available:

• User Logon
• Name
• User Code (the default selection)
• E-mail Address

User Logon is the default selection.

Note This feature is available if you purchased Sage 100 through a subscription plan.

64-Bit Version of Sage 100

A 64-bit version of Sage 100 is now available. When running the Sage 100 installation wizard on a computer with a 64-bit version of Windows, you’ll have the option to install either the 32-bit version or the 64-bit version.

Warning! After installing the 64-bit version of Sage 100, any 32-bit versions installed on the same computer will no longer work.

If you’re installing Sage 100 on a computer with a 32-bit version, you can install the 32-bit version of Sage 100 2021, and then run the Sage 100 32-bit/64-bit Switch Utility Wizard after you’ve converted your data and completed your testing. This utility converts your 32-bit version of Sage 100 2021 to 64 bit.

If necessary you can also use the utility to convert from the 64-bit version of Sage 100 to the 32-bit version.

Payment Center Rebranding

Paya (formerly known as Sage Payment Solutions) has retired the Payment Center website and replaced it with the Paya Exchange website. Labels within Sage 100 have been changed from Payment Center to Paya Exchange.

Credit card and ACH payment processing work flows have not changed. Paya Desktop Connect has replaced Sage Exchange Desktop as the locally installed application that is required.

Edge Used for Embedded Browser

Microsoft Edge is now used as the embedded browser in the Sage 100 Desktop if you have a version of Edge installed that was released on or after January 15, 2020.

Edge is a more modern browser that delivers better page rendering and performance.

Map Sage 100 Users to Sage ID Accounts

A User Merge Utility has been added to the Administrative Tools window to help you map user records created in the Sage Provisioning Portal to user records created in Sage 100.

Use this utility when you’re migrating data from an on-premises version of Sage 100 to one in the Sage Partner Cloud. For more information, see User Merge Utility in the help.

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Form 1099-NEC Option in Form 1099 Tax Reporting

Nonemployee Compensation has been added to the Form Type list in Form 1099 Tax Reporting.

A/P Open Invoices Paid Today Utility

An Open Invoices Paid Today Utility has been added to the Sage 100 Utilities menu available from the Run Program window. Use this utility to ensure that the Paid Today field in the Open Invoice file is set correctly when related records are missing due to power loss or some other unusual circumstance. You can schedule the utility to run automatically using Task Scheduler.

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Use Original or Current Cost When Applying Credit Memo

When applying a credit memo to an invoice in Invoice Data Entry, you have the option to recall Accounts Receivable invoice information from history. This option is available if Yes or Summary is selected in the (Invoice History) Retain in Detail field in Accounts Receivable Options.

After you enter an invoice number, a message asks if you want to copy invoice information from history.

If Yes is selected in the (Invoice History) Retain in Detail field, line details are included. If Summary is selected only the invoice header information is used.

If you click Yes to use information from the history files, a second message asks if you want to recall the item cost from history. You can click the Details button in the message window to view the cost information from both history and inventory for each item on the invoice. Check with your accountant about the appropriate costing method for returned inventory.

Note This feature is available if you purchased Sage 100 through a subscription plan.

Your Sage 100 business partners at work! This idea was a suggestion from 90 Minds, Inc. where “ More Minds Are Better Than One. ”

Settings Saved When Creating Form Code in A/R Invoice Printing

When you save a new form code in A/R Invoice Printing, all of the settings are now saved. Previously only the Paperless Office output setting was saved.

Your Sage 100 business partners at work! This idea was a suggestion from 90 Minds, Inc. where “ More Minds Are Better Than One. ”

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Exclude Wire Transfers from Positive Pay Export

When running the Positive Pay Export Wizard, you can specify whether to include wire transfers when the file is created.

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Select Role When Adding UDT to UDT Maintenance

When adding a UDT to the UDT Maintenance menu, you no longer need to access Role Maintenance to set up security for the UDT task.

In User-Defined Field and Table Maintenance, when you click the Add UDT to Desktop button, the Menu Wizard now starts. The Select Roles page in the wizard allows you to specify which roles will have access to the UDT task.

Your Sage 100 business partners at work! This idea was a suggestion from 90 Minds, Inc. where “ More Minds Are Better Than One. ”

Two-Line Column Descriptions

You can now create two-line column descriptions for customized grids. In the Column Properties window, insert a carriage return token ( <CR> ) to create a line break in a column description.

Only one line-break is allowed in the description. In a dual-grid panel with no column description for the secondary grid, the description displays in one row when the column is moved from the primary grid to the secondary grid.

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Update in Period End Processing

The posting book check boxes in the Period End Processing window have been replaced by a grid with Book Name and Close Book columns. The Close Book column contains check boxes that you can select for the books that you want to process for period end.

The change was made to support the additional posting books added in Sage Fixed Assets version 2021.

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Default Date Range for Transactions

You can select a default date range for the Transactions tab in Item Maintenance and Item Inquiry.

The default date range is based on the selection in the Transaction Date Search Default Selection field that has been added to the Additional tab in Inventory Options.

When viewing the Transactions tab, you can change the default date range by clicking the Search button and entering different criteria in the Transaction Date row.

Note This feature is available if you purchased Sage 100 through a subscription plan.

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Role Security Enhancements

Several security-related enhancements have been made to simplify the security setup process.

We’re listening! Many of these ideas were suggestions on the Sage 100 ideas site . Visit the ideas site to share your ideas and vote for your favorites.

Note: Unless otherwise noted, these features are available if you purchased Sage 100 through a subscription plan.

Maintain Default Form Codes

A new task, Default Form Maintenance, has been added to the Library Master Setup menu.

Use this task to:

• Maintain default form codes by company and role or individual user.
• Select a template for Standard form codes if it there is no template already associated with the code.
• Prevent users from changing the default form code within the form tasks.

Note This feature is available if you purchased Sage 100 through a subscription plan.

Your Sage 100 business partners at work! This idea was a suggestion from 90 Minds, Inc. where “ More Minds Are Better Than One. ”

Copy Custom Forms, Custom Reports, and Settings

When copying a company in Company Maintenance, you have the option to copy form and report settings, default form selections, custom forms, and custom reports.

Select the Forms check box to copy the form settings, default form selections, and custom forms from the source company to the destination company.

Select the Reports check box to copy report settings and custom reports from the source company to the destination company.

Note This feature is available if you purchased Sage 100 through a subscription plan.

Your Sage 100 business partners at work! This idea was a suggestion from 90 Minds, Inc. where “ More Minds Are Better Than One. ”

Build Search Index for Specific Company Types

When running the Build Search Index utility for the advanced auto-complete feature, you can now specify which company types to index.

In Task Scheduler, you can specify the company type codes in the Run Time Arguments field, which has been added to the Tasks tab. This new field appears when Build Search Index is selected in the Task field.

Access Administrative Tools

You can now access the Administrative Tools window from the Library Master Main menu.

OAuth Authentication for SMTP Mail Server

On the E-mail tab in Company Maintenance, you can now select between two authentication methods to use when connecting to the SMTP server:

• Basic: This option works the same as earlier versions of Sage.
• OAuth (Open Authorization): This new option is an open standard authorization protocol used to grant access using access tokens instead of sharing a user name and password.

If you're going to use the OAuth method, you will need to obtain your OAuth client credentials from your authenticating application, such as those offered by Microsoft and Google. To learn more, visit oauth.net.

Note This feature is available if you purchased Sage 100 through a subscription plan.

ACA PII Worktable Available in Report Manager

When adding a Payroll report using the Report Manager wizard, you have the option to include the ACA PII (personally identifiable information) worktable in the report.

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Default Delivery Options

A new Default Delivery Options task has been added to the Paperless Office Setup menu. Use this task to make default form selections that are automatically set in the Paperless Office Delivery Options window when creating a new customer or vendor record. You can change the defaults if needed.

Note This feature is available if you purchased Sage 100 through a subscription plan.

We’re listening! This idea was a suggestion on the Sage 100 ideas site . Visit the ideas site to share your ideas and vote for your favorites.

Electronic Delivery Log

An Electronic Delivery Log button has been added to the following tasks:

• Customer Viewer
• Vendor Viewer
• Employee Viewer
• Journal and Register Viewer
• Period End Reports Viewer
• Report Viewer

Select a document and then click this button to view the most recent date and time that the document was sent, the user logon of the person who sent it, the status of the submission attempt, and the recipient's email or fax number.

Click the Electronic Delivery Submissions List button to view a list of all attempts to send the document.

Email Additional Salespeople

When sending forms to customers, you can also send them to all salespeople who are receiving a commission on the sale.

To enable this feature, select the E-mail Add’l Slspn check box that has been added to the Paperless Office Delivery Options window accessed through Salesperson Maintenance. You can enable the feature for:

• Statements
• Sales orders
• Sales Order invoices

Document Lookup in Paperless Office Delivery Options

A Document Lookup button has been added next to the Document field in Paperless Office Delivery Options. Click the button to view a list of forms that have been set up for the selected customer or vendor.

New Options for Associated Documents

You are no longer limited to PDF files when associating documents with journals and registers. Any document type can be associated, including Word documents, Excel workbooks, images, and so forth. Field labels in various windows have been updated to reflect the change.

In the Journal and Register Viewer, you can click the Edit Associated Document button to:

• Select a different document to associate with the journal or register.
• Add a document if none was previously associated.
• Remove an associated document.

The button is available based on a new security option, Allow Editing of Associated Document for Journal and Register PDF Documents.

Documents are Updated Only If Printed and Sent

Forms are no longer flagged as updated when they are printed as PDFs but not electronically delivered due to an interruption in the process.

Previously when the printing and delivery process was interrupted, forms were sometimes flagged as updated when they were printed but not sent.

This update affects the following forms:

• Accounts Receivable Invoice Printing
• Job Cost Invoice Printing
• Purchase Order Printing
• Return Order Printing
• Customer RMA Printing
• RMA Receiver Printing
• Sales Order Printing
• Sales Order Invoice Printing

Your Sage 100 business partners at work! This idea was a suggestion from 90 Minds, Inc. where “ More Minds Are Better Than One. ”

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Purchases Clearing From History Report

The Purchases Clearing From History Report has been added to the Purchase Order Period End Processing menu.

Unlike the Purchases Clearing Report, you can run this report after running period end processing, so you can get the information needed to reconcile the purchases clearing account at any time.

Invoice Lines Added in Receipt History Inquiry

When viewing a receipt of invoice record in Receipt History Inquiry, the invoice lines now appear on the Lines tab.

Invoice Lines Added to Receipt History Report

Line details from receipt of invoice records are now included on the Receipt History Report when you select the Print Line Information check box if you’re retaining history in Purchase Order Options.

Drill Down Options in Purchase Order Entry and Inquiry

Two drill-down buttons have been added to the Totals tab in Purchase Order Entry and Purchase Order Inquiry.

A Receipt History Inquiry button has been added next to the Last Receipt Date field. If one or more receipts exist for the purchase order, you can click the button to view the receipt(s).

An Invoice History Inquiry button has been added next to the Last Invoice Date field. If one or more invoices exist for the purchase order, you can click the button to view the invoice(s).

Note : During data conversion, the program attempts to populate the P/O Receipts History Detail file using line detail from the A/P Invoice History Detail file for existing Receipt of Invoice Records. However, the line detail will not be populated if the line detail does not exist in the A/P file.

Form 1099-NEC Option Available

You can select the 1099-Nonemployee Comp form when entering a document in the following tasks:

• Purchase Order Entry
• Receipt of Goods Entry
• Receipt of Invoice Entry
• Return of Goods Entry

We’re listening! This idea was a suggestion on the Sage 100 ideas site . Visit the ideas site to share your ideas and vote for your favorites.

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Suppress Prompts in Daily Sales Reports/Updates

You can now suppress the prompts that ask you to print the reports listed below when printing from Daily Sales Reports/Updates. The reports will print automatically.

• Daily Sales Recap Reports
• Gross Profit Journal
• Shipping Exception Report
• Job Transaction Journal
• Daily Back Order Report
• Daily Deposit Recap

To automatically print the reports without prompts, go to Sales Order Options and, on the Printing tab, select the Automatically Print All Additional Reports That Apply check box.

The reports listed above are available based on how the Sales Order module is set up.

Note This feature is available if you purchased Sage 100 through a subscription plan.

Your Sage 100 business partners at work! These ideas were suggestions from 90 Minds, Inc. where “ More Minds Are Better Than One. ”

Use Original or Current Cost When Applying Credit Memo

When applying a credit memo to an invoice in Invoice Data Entry, you have the option to recall invoice information from history. This option is available if Yes or Summary is selected in the (Invoice History) Retain in Detail field in Accounts Receivable Options.

After you enter an invoice number, a message asks if you want to copy invoice information from history.

If Yes is selected in the (Invoice History) Retain in Detail field, line details are included. If Summary is selected only the invoice header information is used.

If you click Yes to use information from the history files, a second message asks if you want to recall the item cost from history. You can click the Details button in the message window to view the cost information from both history and inventory for each item on the invoice. Check with your accountant about the appropriate costing method for returned inventory.

Note This feature is available if you purchased Sage 100 through a subscription plan.

Your Sage 100 business partners at work! This idea was a suggestion from 90 Minds, Inc. where “ More Minds Are Better Than One. ”

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Options for Managing Log Files

A Setup menu has been added to the Visual Integrator module. Visual Integrator Options has been added to the menu.

In Visual Integrator Options you can manage the log files that are generated when running import and export jobs and when automatically scheduled jobs are run.

You can specify whether to reuse the existing log files when jobs are run or create new ones. You can also select the location where log files are saved.

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