What’s New in Version 2018.2

Sage Contact for Office 365
When you integrate Office 365 with Sage 100, you can use the Sage Contact app to view Sage 100 customer information in Outlook, including the following:
Recent invoices and payments

  • Credit information
  • Contacts’ name, address, phone, and email
  • Customer memos

You can also edit contact information and create new customer contact records in Outlook, and the changes are updated to Sage 100. An Office 365 Business Premium or Enterprise subscription plan and an Azure Active Directory subscription are required.

Accounts Payable
The following changes were made in the Accounts Payable module.
Search Invoice History from Vendor Maintenance
In Vendor Maintenance, you can open the new Invoice History Inquiry window by clicking the arrow button in the top-right corner of the screen and then clicking Invoices Inquiry. The window lists invoices and shows the invoice number, date, amount, purchase order number, order date, and ship-to location code.
From the Invoice History Inquiry window, you can:

  • Select an invoice and then click the Zoom button to view invoice details in the Invoice History Inquiry window.
  • Click the Search button to search for invoices by the invoice number, date, purchase order number, and ship-to location code.

Job Cost
The following changes were made in Job Cost module.
Time Track
Time trackis the new time entry feature that comes with the TimeCard module. Time Track replaces the features previously available in TimeCard, most of which have been kept and redesigned for better usability. Job numbers and cost codes can be associated with time entries created in the Payroll module so that you can update the labor costs to Job Cost.
Job Cost Options
The Enable Time Track for TimeCard check box has been added in Job Cost Options.
Time Track Menu
A Time Track menu has been added in the Job Cost module. This menu contains the following tasks:

  • Time Track Selection: Use this task to select time entry records so that the associated labor costs can be updated to Job Cost.
  • Time Track Register / Update: Use this register to view information for the jobs included when running Time Track Selection. The register lists the employees who entered time for each job, the earnings code used, the hours worked, the cost code, and the cost amount per cost code. Note: Select Employee in the Sort By field when printing this register to use it as a replacement for the J/C Selection Audit Report that was previously available in the TimeCard module.
  • Job Daily Production Report: This report provides a summary, by job, of the number of hours worked for each day of the week, and lists the week-to-date total, job-to-date hours, job-to-date estimate, and variance.

Job Cost Maintenance
The Exclude from Certified Payroll Report check box has been added in Job Cost Maintenance. This field is available if the Payroll module is integrated with Job Cost. Select the check box to exclude the job from the Certified Payroll Worksheet, which has been added to the Payroll Main menu.
Cost Code Maintenance
An Earnings button is available in Cost Code Maintenance when Time Track is enabled for Job Cost and the option to validate cost code/earnings code combinations is enabled in Time Track Options (on the Payroll Setup menu). Click Earnings to open the Valid Earnings Codes window and select earnings codes that are valid for the selected cost code. Combinations of cost codes and earnings codes are validated in Time Track Entry and Punch In/Out.
Job Transaction Detail Report & Job Transaction Detail History Report
The Source Journals to Print field was renamed Source Modules to print. If you converted data that included TimeCard entries, they are still reflected in the TC module information. New Time Track entries are included when you select the JC source module.
Time Track Task Locations
To view a list of TimeCard tasks and the name and location of the Time Track tasks that have replaced them, see Time Track Task Locations.

Sales Order
Reprint Sales Orders and Quotes from History
A Print button has been added to the Sales Order and Quote History Inquiry window. You can click the button to print the selected order or quote. If you need to reprint a range of orders or quotes, you can use the new Sales Order and Quote History Printing task, which has been added to the Sales Order Reports menu. You can select whether to include active, complete, and deleted orders as well as active and deleted quotes.
Exclude Orders Being Invoiced from Reports
You now have the option to exclude sales orders that are in the process of being invoiced when printing the following reports:

  • Open Sales Order Report
  • Open Orders by Item Report
  • Open Orders by Promise Date Report
  • Open Orders by Job Report


Important SAGE Dates

December 2017

Sage 100 2018.1 available to all customers (New and existing customers)

March 30, 2018

Sage 100 2018.2 available to all customers (New and existing customers)

Tips for a Successful Year End

1.  General Ledger Closing ‐ While it’s a good idea to  close modules in a timely fashion, the General Ledger  can remain open for as long as you need while awaiting  final processing (or audit adjustments) in other modules. A GL that’s still open for 2017 will NOT prevent you from entering transactions for the new year.

2.  Master Console ‐ Once you’re actually ready to close, you need to make sure all users are out of the system.  That’s where the Master Console comes in handy.   This utility provides a snapshot of all users currently logged into Sage 100, the workstation being used, what programs/tasks they are using, the activity date, and more. From this screen, you can also broadcast a message to all users or even shut them down remotely.
To launch the Master Console:  Select File > Master Console.