I renewed my maintenance on my Sage 100 ERP DSD enhancement. What do I need to do to update it in our Sage 100 ERP system?
To update the expiration date on your system, go thru Library Master> Utilities>DSD Enhancements Control Panel.
select ‘Unlock all products’ and the ‘Web’ unlock button.
Back in my data entry days, I hated the mouse. Every time I took my hands off the keyboard to use the mouse, it slowed me down.
Since I use a laptop, I usually learn the keyboard shortcuts in most software pretty quickly.
Here is a list of shortcut keys that work in Sage 100 ERP:
- F2 – When in any field with a lookup option, F2 opens the Advanced Lookup Engine (ALE) window for the active field.
- F4 – When in the Advanced Lookup Engine (ALE), F4 changes the context of the ALE lookup from the key to the name. In Payroll, F4 changes the field from the employee number to the Employee Last Name. In Accounts Payable, F4 changes the context from the Vendor Number to the Vendor Name.
- SPACEBAR – This one almost feels like cheating since it’s a Windows shortcut really, but pressing the SPACEBAR toggles any check box or radio button.
- ESC – ESC (or Escape) closes the current window. In a grid, pressing the ESC key cancels a cell entry.
- F1 – Pressing F1 opens up the Help window. In any screen, it opens Help up to a relevant article. For example, if you are in Customer Maintenance, pressing F1 will open Help up to the information on Customer Maintenance.
- F5 – F5 toggles the view in a data entry screen between the primary and secondary grids.
- ALT + [letter] – The same as clicking the button on the screen with the [letter] underlined. For example, Alt + A on most screens will Accept changes to the current record.
- Alt + X – Alt + X is typically ‘next transaction number’ (# button) when doing Invoice Data Entry. (Thanks Rhonda McNamara!)
- ALT + [number] – Moves between the different tabs on the screen. Alt + 1 is the Home tab on most screens. The Lines tab is usually Alt + 2 (AP Invoice Data Entry) or Alt + 3 (Sales Order Entry) depending on the module.
- HOME – HOME moves to the first page in any list box. In a grid, pressing the HOME key moves focus to the first cell in a row.
- TAB – TAB moves the cursor between fields and buttons.
- ENTER – ENTER works like TAB until you land on any button. Once you are on any button, the ENTER key behaves the same as clicking the button.
- CTRL + F9 – How did I forget this one? CTRL + F9 pens the current screen in Customizer for making changes to the current screen.
Windows Standard keys also work most of the time.
Examples of Windows keyboard shortcuts:
- Ctrl + C to copies highlighted text.
- Ctrl + V pastes copied text.
- Shift + [arrow] highlights text.
- Alt + F4 closes the current window.
- There are many more.
Are there other keyboard shortcuts I’m missing? Let me know in the comments, and I will add them.
Thanks to Bradley Gordon for the picture.
How often have you updated the warehouse on an existing Sales Order or Purchase Order in Sage 100? How many times have you updated the Whse code on the header and forgotten to update the lines?
A while ago, a customer of ours who receives several hundred orders a day via EDI asked me where the setting was that would update the warehouse on all of the lines of a sales order to get updated whenever they change the warehouse on the sales order header.
Since there wasn’t a readily available solution, this is where scripting comes into play. We created a script that fires whenever a user changes the Whse on the SO Header and updates the Whse on all of the lines.
The example here is a Sales Order but the same concept works for Purchase Order.
When a user changes the Whse on the Header tab, they are prompted asking if they want to update the Whse Code on the Lines.
Once the user clicks Yes, the lines get updated with the new Whse Code.
If you have questions or would like more information, please contact us.
I recently got the following request from a customer:
I need a list of Inventory Items with their Volumes in Excel What’s the best way to do that?
The easiest way to do that is probably to create a custom lookup with the Advanced Lookup Engine (ALE).
How Do We Do That?
Go to Inventory > Main > Item Maintenance
Click the lookup (the magnifying glass button ) or press the F2 key on the keyboard.
This opens the lookup screen for the Item List.
Click the Custom button .
Select Create new view from the View drop down if it’s not already selected and give your new view a name in the Description field. I’m naming mine Volume Lookup. Click Next.
On the left hand side, double click any fields you want to add to the lookup or want to use to filter and on the right double click any you don’t want.
You can create calculated fields using the New Field button, but we’ll save that for another day.
The next screen is the filter screen. We don’t need to do anything with that in my example today.
This screen allows you to change with field we can change the Title of the lookup, the Default Search Column, and Default Search Option. I’m naming mine Volume Listing.
I’m not doing it here, but frequently, I’ll change the Default Search Column and change the Default Search Option to Contains. It’s a personal preference, so do what works for you.
When you get back to the Item List, you can change to the new view by going to View and selecting the view you just created. In my case, I’m selecting Volume Lookup.
To export my listing to Excel, I have to click the Export to Excel button .
Any time you open the Item lookup (ALE) from almost any screen, you will have the View selector available and be able to get to your custom view.
The IRS has released additional guidance regarding the W-2 health insurance reporting requirement contained in the Affordable Care Act (ACA). The ACA requires employers to report the “aggregate cost” of certain types of employer provided health coverage on an employee’s W-2. For the 2013 reporting period, W-2’s printed in 2014, the requirements for the employer and employee health care amounts only need to be provided on the W-2 if the company has over 250 W-2’s for 2013.
Employers who file fewer than 250 W-2s do not need to worry about this requirement for now, but should continue to monitor the situation in the event that the IRS eventually issues guidance making the rule applicable for small employers sometime in the future.
If your company will surpass the 250 W2 mark in 2014, you should develop a system to track the necessary information on W-2s to be filed in 2015. In SAGE 100, you will need to add a deduction for employer contributions and set Box 12 to use code “DD”. Then add this deduction to all employees. This should be completed before the first Payroll in 2014 so the employer contribution will be correct at the end of the year.
For more information, please visit the following site: http://www.irs.gov/uac/Employer-Provided-Health-Coverage-Informational-Reporting-Requirements:-Questions-and-Answers
Image via: Images Of Money
SWK Technologies is excited to announce our first annual MAPADOC CONNECTIONS Customer Conference this October in Chicago.
Our primary goal in holding the customer conference is to provide you with an opportunity to connect with us and with other MAPADOC end-users to get the most out of your MAPADOC EDI software. We’ll be focusing on:
- Learning and implementing best practices from the experts at MAPADOC, our own client experts, and 3rd party solution providers.
- Obtaining supply chain visibility, improve sales forecasting and identify revenue opportunities.
- Providing learning, sharing and networking opportunities during our Welcome Reception, Networking Lunch, Breakout Sessions, and Vendor Expo.
- Discovering what’s new in MAPADOC and hearing from you how we can make MAPADOC EDI even better.
- Exploring other 3rd party software solutions at our Vendor Expo and learning how they can impact your business during our breakout sessions.
We know time and budgets are tight which is why we’ve priced the conference to be very affordable – only $195.00 per participant through September. We’ve even added an optional half day training class for only $195.00 – a fraction of the typical cost. The conference will take place close to one of the most accessible airports in the U.S. – Chicago O’Hare – making travel time and costs easily affordable.
Do you sell merchandise through the Amazon Marketplace (MWS)? Would you like to?
Selling through Amazon opens up a whole new world of opportunity. If you are already using Sage 100 ERP, Amazon Marketplace Connector for EDI Advantage gives you the ability to automatically integrate Amazon Marketplace orders with your Sage 100 ERP system.
The Amazon Marketplace Connector by Kissinger Associates brings Amazon Marketplace orders into Sage 100 and notifies Amazon when orders have been fulfilled, getting you paid. It can be automated or initiated on demand.
How Does It Work?
- Automatically downloads Amazon Marketplace orders
- You receive orders in your Document Express inbox
- Integrates orders into Sage 100 ERP as Sales Orders
- Automatically sends shipping acknowledgement to Amazon.com
- Includes connectivity services, training, and support
Additional Services Available:
- Amazon Marketplace Seller Set-Up Services – We’ll help you set up your Amazon Marketplace Merchant ID, Product Listings and Amazon Product Preapprovals (as needed).
- Amazon Marketplace Shipping Rate Management Services – We’ll help you set up customized shipping rates for your products to replace the default Amazon shipping rates that apply to all newly established merchant accounts.
If you have questions or would like more information using Sage 100 ERP with the Amazon Marketplace, contact us for more information. It can be automated or initiated on demand.
How to Replace a Lost Payroll Check in Sage 100 ERP (fka MAS 90/200) Without Reversing the Check in Payroll.
You could reverse the original PR check in Payroll and reissue it from Payroll. You then also have to make adjustments if the check was from a previous Payroll Quarter.
Since I personally hate reversing payroll checks, the other way I’ve handled replacing lost or missing payroll checks is to replace the check using Accounts Payable. How does that work?
This only works if you are replacing a check for the same amount. If you have to make an adjustment to the check amount, you will have to reverse the check in Payroll as you normally would.
First create the employee as a vendor in Accounts Payable. You may want to setup a Payroll Suspense Account or use a different Suspense Account for the default GL account for the vendor. If you are using divisions, it may make sense to have a different division for PR employees.
If you are using AP to pay employee reimbursements, you may already have the employee setup as a vendor and can use that vendor if you like. Just remember to change the GL account to the Suspense account you want to use.
In Manual Check Entry, you could create a reversal of the original net payroll check and then issue a new check for the net payroll check amount.
To “Reverse” the original Payroll check, in Manual Check Entry you would:
- Enter the Bank Code as the Payroll checking account Bank Code.
- Enter the Original PR check number as the check number.
- Enter the date you want to use. I would normally use today’s date. You could also use the original payroll date. There are issues with either choice.
- Enter the Vendor created for the employee.
- Enter the net PR check amount as a negative.
- Enter an appropriate comment since depending on your setup, this may carry over to the GL and will be in the AP history.
- On Lines, select GL Distribution and make sure the Suspense Account is the account.
- Click Accept.
To create the replacement check, while still in AP Manual Check Entry:
- Use the Payroll Bank Code.
- Click the Quick Print button to let the system print the check.
- Use the same employee vendor number.
- Enter the date you want to use. Here you should use today’s date.
- Enter the net PR check amount as a positive number this time.
- On Lines, select GL Distribution again making sure the Suspense Account is the account.
- Click Accept, print the check*, and print the Manual Check Register and update as you normally would.
This will create a debit and credit to the Payroll Cash Account in the GL and to the Payroll Suspense Account. Bank Rec will look as it would if you had reversed the check in Payroll.
I won’t even pretend it’s a perfect solution, but it works. And where you’re replacing checks from previous quarters or years, it’s probably the best answer I have.
*You will also need to setup an AP check printing format for your payroll checking account. If AP and PR use the same check format, you are good.