Sage 100 Version 2019 has added features to note when considering an upgrade. In addition, major addition of multiple new modules for Work Order functions will be released in mid-May. Existing version 2019 New Features include:
Auto-Complete for GL Account numbers.
Print-Status is Updated when using Keep-Open checkbox on forms.
Some message windows now have a More Info link. When you click this link, you will see another message with additional information or a related help article. When you’re opening a task and a message appears indicating that a file or record is in-use, you can click More Info to see who has the file or record locked and in which task.
Copy Feature for Custom Lookup Views
A Copy button has been added to the User Lookup Wizard. You can now copy a custom lookup for other companies and users. Also, selecting companies and users is now easier–check boxes have been added to the company and user list.
ON-SCREEN LINKS TO PERTINENT SAGE UNIVERSITY TOPICS
A Sage University button (with a graduation cap icon) has been added to additional task windows. You can click the button to view a list of training videos related to the task. Depending on your Business Care plan, there may be no charge to watch the videos.
INVENTORY PHYSICAL COUNT ENHANCEMENTS:
Option to Include Inactive Items in Physical Count
An Include Inactive Items check box has been added to the Physical Count Worksheet task window. If you select this check box, inactive items are printed on the worksheet and included in Physical Count Entry and on the Variance Register. If the check box is cleared, inactive items are excluded from the physical count process.
Option to Print Variances Only
An Only Print Variances on Register check box has been added to the Physical Count Variance Register task window. If you select this check box, all items for which there is no variance are omitted from the register.
Item Quantity Inquiry Button in Physical Count Entry
An Item Quantity Inquiry button has been added to the Lines tab in Physical Count Entry. Click this button to view quantity information for the selected item.
DATA FILE DISPLAY AND MAINTENANCE UTILITY:
Data File Display and Maintenance has been upgraded with several new features.If you’re using Sage 100 Premium, you can now access files stored in a SQL database.
ACTIVITY LOG ENHANCEMENTS:
A new activity type for Security has been added for searching.
A new Log Purge Utility has been added to allow you to purge/archive the Activity log entries. Archived records are available via a History, and you can archive by year.
On Activity display, you can filter records by Company and Module Code, or by the description-text.
The following changes were made in the Paperless Office module.
Text Formatting Options for Messages
A new message editor has been added to Electronic Delivery Message Maintenance and to the Edit Message window accessed through the Customer, Employee, and Vendor Viewer windows. The editor features a tool bar with text formatting options, including the ability to:
- Change the text color, font, and size
- Use bold or italic text
- Create bulleted and numbered lists
- Insert links and images
New Merge Fields
Three new merge fields have been added in Electronic Delivery Message Maintenance:
- [CustomerPoNo] for sales orders and Accounts Receivable and Sales Order invoices
- [InvoiceDueDate] for invoices
- [ShipDate] for sales orders and Sales Order invoices
The merge fields are available depending on which module and document is selected.
Cc and Bcc Options for E-mail Address
You can now specify whether the e-mail addresses used when e-mailing documents are added to the To, Cc, or Bcc field when e-mails are sent.
Additional Attachments When Emailing Forms
In the Electronic Delivery for Forms window, you can now select additional attachments to include when emailing forms. You can select multiple attachments, and there is no restriction on the file type.
PDF File Name Options
A PDF File Name field has been added in Form Maintenance. In this field, if you select Document No., the document number is used as the file name for the PDF that is attached to the email. The full description is still used for the PDF file that is stored in the PDF directory.
If you select Full Description, the file name will vary depending on the document type. The file naming convention for this option is the same that was used in earlier versions of Sage 100.
Option to Copy Salespeople When E-mailing Forms
A Paperless button has been added in Salesperson Maintenance. Click this button to open the Electronic Delivery Options window and specify whether the salesperson will receive a copy of orders, invoices, and statements when they are e-mailed to customers from data entry, inquiry, and history tasks.