The Sage 100 Road Ahead presentation provides an overview of the product enhancements and new features that are in Sage 100 version 2020, which launched in March. Upon completion of this course, participants will have an understanding of the exciting new changes included in this new release, including: - Payroll Version - Workstation Synchronization Without Admin Rights - Data Conversion Enhancements - Custom Office Enhancements - Navigation Updates - Address Changes - Accounts Receivable and Payable Changes - eInvoicing - Multiple Purchase Orders on a Receipt - Lot/Serial Expiration Dates - Expensing Work-in-Progress Costs in Job Cost

1. FOCUSED. ON YOU.
WHAT’S NEW IN SAGE
100 VERSION 2020
Presented By:
SUE PAWLOWIC
Date: May 19, 2020

2. • This webinar will be recorded and made available at a later date.
• NASBA CPE Requirements: In order to receive CPE for this webinar:
• Participants must be connected to the session (both audio and presentation)
for its entirety.
• Participants must answer three questions/elements of engagement.
• One (1) hour of CPE in the field of Computer Software and Applications will
be granted if you meet these requirements
Housekeeping Items
Prerequisites: None | Advanced Preparation: None | Program Level: Basic | Delivery Method: Group
Internet-Based
For information regarding our complaint policy, contact RKL’s HR department at 717.394.5666.
RKL LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor
of continuing professional education on the National Registry of CPE Sponsors. State boards of
accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints
regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its
website: www.nasbaregistry.org.

3. Key Facts About RKL eSolutions, LLC
Over
1,300Sage Customers
Nationwide
43States with Sage
Customers
102Colleagues
Nationwide
19Years Serving
our Customers

4. Award-Winning Service & Technology
Visionary

5. Current Support Sage 100 Versions
• 2018 (latest Product Update: 9)
• 2019 (latest Product Update: 3)
• 2020

6. To be eligible for CPE, all polling
questions must be answered.
POLLING QUESTION #1

7. What’s New in Sage 100 Version 2020
• Payroll Version
• Workstation Synchronization Without Admin Rights
• Data Conversion Enhancements
• Custom Office Enhancements
• Navigation Updates
• Address Changes
• Accounts Receivable and Payable Changes
• eInvoicing
• Multiple Purchase Orders on a Receipt
• Lot/Serial Expiration Dates
• Expensing Work-in-Progress Costs in Job Cost

8. Payroll Version For Sage 100 Version 2020
Sage 100
Version 2020
Payroll
Version 2.2.01
Includes:
• Tax Update enhancements
• Access to Families First federal tax designations
(also need hot fix PR6024T)

9. Workstation Synchronization
(installing Sage 100 on local workstations or terminal
servers)
• No longer requires Admin rights for installation OR
first-time launch
• Common Components have moved:
• Old location: C:ProgramFilesCommonFiles
• NEW location: C:ProgramData

10. Data Conversion Enhancements
• Migration Wizard Directory Check
• Convert SAP Crystal Reports
• Custom Office Conversion
Required

11. Data Conversion Enhancements
• Migration Wizard Directory Check
Displays warning if the old and new directories are the same
• Convert SAP Crystal Reports
• Only available if company data not previously converted
• All reports in MAS90 folder and below
• Runs after company data conversion
• Runs in a separate thread
• Creates activity log message

12. Data Conversion Enhancements (cont.)
• Custom Office Conversion
• Only available if company data not previously converted
• Runs after company data conversion
• Runs in a separate thread
• Creates activity log message

13. Custom Office Enhancements
• Grids – improved format and navigation
• Deferred UDF Update
• Option to Mask UDF Fields

14. Custom Office Enhancements
Grid Format and Navigation
• New user interface
• Drag, drop, rename, resize
• Move between primary and secondary grids
• Hide, lock, and bulk hide
Subscription Plan
Only

15. Custom Office Enhancements
Deferred UDF Update
• Save UDFs (click Cancel to not update)
• Return after hours to update
• Does not apply to UDFs sourced from other UDFs

16. Custom Office Enhancements
Deferred UDF Update
• Choose to not update: message appears -
• Pending changes appear in User-Defined Field and Table Maintenance

17. Custom Office Enhancements
Deferred UDF Update
• Message appears when pending table is chosen –
• If “No” is chosen, can undo changes while in table

18. Custom Office Enhancements
Mask Field
• Data is masked, not encrypted

19. Navigation Updates
• Classic Desktop Retired
• Changes to Favorites
• New Sage University Links
• New Excel Exports

20. Navigation Updates
Classic Desktop Retired (time to move on, folks…)
Features Added to Standard Desktop: (File > Desktop Utilities)
• Logging Level
• launcher.logging.exe
• documentssagelauncher.log file
• Customization Import
• Imports custom icons, public and private tasks
• launcher.import.exe

21. Navigation Updates
Changes to Favorites
• Location
• MAS90Favorites – or –
• DocumentsSage 100
• Module does not change upon Favorites
task selection
• Tool tip shows task name and location
(does not apply to imported tasks)
• Future enhancement: Public Favorites

22. Navigation Updates
New Sage University Links
• Library Master
• Common Information
• Visual Process Flows

23. Navigation Updates
Export to Excel for List Boxes

24. Address Changes
• International Addresses
• Zip/Postal Code and Country Validation
• Country and State Code Changes
• Telephone Field Expansions
• State/Province Code Maintenance
• Changes apply to company, customer, vendor, salesperson, and
employee records

25. Address Changes
International Addresses
• Address Lines – max 40 characters (from 30)
• City – max 30 characters (from 20)
• State – max 50 characters (from 30)
• Country – max 50 characters (from 30)
• Telephone and fax – max 20 characters (from 17)
• Renamed fields:
• State: State/Province
• Zip: Zip/Postal Code
If using UPS or Fedex for shipments:
Maximum length accepted is still 35
characters

26. Address Changes
Country Code
• State table key field: State + Country Code
• Zip/Postal Code Validation includes Country Code
• Import jobs with address fields must include Country Code
placed before zip/postal code
• Country Code added to report selection grid for many form
printing tasks
• Default Country Code can be set in Company Maintenance

27. Address Changes
Telephone Fields
• Telephone and Fax fields: expanded to 20 characters (from 17)
• Extension field: expanded to 6 characters (from 5)
• New “Type” field for customer and vendor contacts:
• Work
• Cell
• Home
• Other
• Primary checkbox added for contact phones

28. Address Changes
State/Province Code Maintenance
• Table always existed; is now editable
• Library Master > Setup menu

29. Address Changes
Users Can Choose Map Service
User Maintenance
- or –
User Settings
Subscription Plan
Only

30. Address Changes
• Screens
Display Country Code first
• Forms and Reports
Revised to accommodate
new fields and lengths and
state/province Name

31. Address Changes
Company Address Fields
• New:
• Country
• Zip/Postal Code
• City
• State/Province
• No conversion tool
• Forms revised to
accommodate new fields and
state/province Name

32. Name Field Expansions
• Expanded to 50 Characters (From 30):
• Customer and Vendor Names
• Customer and Vendor Contact Names
• Confirm To
• Requested By
• Forms and Reports Revised to Accommodate New
Lengths
Subscription Plan
Only

33. Accounts Receivable and Payable
• CCPA California Consumer Privacy Act
• Retain Open Invoices Expanded to Months
• Relocation of Paperless Option in Vendor and Customer
Maintenance

34. Accounts Receivable and Payable
CCPA California Consumer Privacy Act Incorporation

35. Accounts Receivable and Payable
CCPA California Consumer Privacy Act - Data Encryption
• Encrypts data one vendor or customer at a time
• Vendor(Customer) Maintenance (More icon) – or –
Utilities > Encrypt Vendor(Customer) Data
Only
inactive
vendors or
customers
appear in
list
Available
only for
inactive
vendors or
customers

36. Accounts Receivable and Payable
CCPA California Consumer Privacy Act - Data Encryption

37. Accounts Receivable and Payable
CCPA California Consumer Privacy Act - Data Encryption
• Data no longer appears in:
• Task screens
• Reports
• Data File Display & Maintenance
• External Reports
• Data cannot be exported using Visual Integrator
• No encryption import available
• Encrypted data can be unencrypted
1. Set Status to Active
2. Reset Status to Inactive

38. Accounts Receivable and Payable
Retain Open Invoices For xx Months
• Maximum 9,999 Months
• Purge at Period End or Year End
Subscription Plan
Only

39. Accounts Receivable and Payable
Relocation of Paperless Option in Vendor and Customer
Maintenance
• Old location: icon to right of email address
• New location: under More icon

40. Accounts Payable
• Reverse Check Run Utility
• 1099-NEC Form Added
• Unlimited Cost Types in Open Invoice By Job Report

41. Accounts Payable
Reverse Check Run Utility
• Must have “Track Detailed Invoice/Payment History” enabled
• Applies only to checks printed from Check Printing
• Can choose check number or source journal
Subscription Plan
Only

42. Accounts Payable
Reverse Check Run Utility
Subscription Plan
Only

43. Accounts Payable
1099-NEC Form Added

44. Accounts Payable
1099-NEC Form Added
• Previous Box 7 Nonemployee 1099s:
• Change Default Box No. to 1
• Check Payer Made Direct Sales of $5000+
• Utility available to move all previous Box 7 YTD payments to Box 1

45. Accounts Payable
Unlimited Cost Types in Open Invoices by Job Report
(previous limit of 12)

46. Accounts Receivable
View Addresses in Invoice History Inquiry

47. To be eligible for CPE, all polling
questions must be answered.
POLLING QUESTION #2

48. Introducing…Paya eInvoicing
• Enabled in System Configuration
• Services that work with Paya Connect
• Sends email with payment link to customers with ability to pay online (limited
to one email address only)
• Customer invoice information sent to Paya after updating journal
• If Sage 100 Paperless Office PDF Invoice exists, it is attached to the eInvoice
• Can combine multiple invoice amounts into one transaction on customer
portal
• Payments made on invoices sent to Paya can be imported into Sage Cash
Receipts Entry. Uses a transaction ID to prevent duplication.
• No debit or credit memos

49. Multiple Purchase Orders on One
Receipt/Return
• Allows selection of multiple purchase orders where fields that match are:
• Terms Code
• Purchase Address
• Sales tax schedules (both purchase order and purchase address)
• Shipping Code (Ship Via)
• First purchase order selected is “primary” purchase order
• Freight and landed cost totaled for all purchase orders and distributed to
lines
• Inquiries, registers and reports show “Multiple” with drilldown
• Returns: “Copy From” allows returns from one or more purchase
orders

50. Multiple Purchase Orders on One
Receipt/Return

51. Multiple Purchase Orders on One
Receipt/Return

52. Multiple Purchase Orders on One
Receipt/Return
Receipt History Inquiry

53. Multiple Purchase Orders on One
Receipt/Return
Receipt of Invoice

54. Lot & Serial Number Expiration Dates
• Tracks expiration dates for Sell By, Use By, Issue By, and Return By
• Defaults defined in Inventory Options
• Required / Not Required
• Based On Days / Months / Years
• Security Event to Allow Date Override
• Dates Print on Registers
• Utility to bulk-update expiration
dates

55. Lot & Serial Number Expiration Dates
Inventory Management Options
Expiration Date Calculations
• Receipts – receipt date
• Sales – ship date
• Issues – production date

56. Lot & Serial Number Expiration Dates
Defaults can be overridden in:
• Product Line Maintenance
• Item Maintenance

57. Lot & Serial Number Expiration Dates
Report Shows Missing and About-to-Expire Dates
Lot and Serial
Expiration Status
Report

58. Lot & Serial Number Expiration Dates
Can Include or Exclude Expired Dates When Reordering
Auto Reorder Selection
Inventory Reorder Report

59. Job Cost Option to Expense Work-In-Process Costs
• Job Cost Options: checkbox “Recognize WIP when
Billing % Complete Jobs”
• Must first check box Post to General Ledger Work in Process
• Two options:
• Select Actual Costs – expenses WIP costs using actual costs posted to the job
that have not been previously billed as of the job billing date
• Select % of Estimate – expenses WIP costs as cost of goods sold by multiplying
the revised estimated cost by the job's completion percentage less previously
recognized estimated costs

60. Job Cost - Option for Expensing Work-In-Process
Costs
• New: Actual % Complete Field
• Available in Sales Order Invoice Data Entry and Shipping Data Entry
• Job Cost must be integrated with Sales Order
• Job Cost Options “% of Estimate” must be selected in “Recognize WIP When Billing
% Complete Jobs”
• Job’s Acct Method field must be set to Percentage of Completed
• Billing Method must be Fixed

61. To be eligible for CPE, all polling
questions must be answered.
POLLING QUESTION #3

62. • Non-Admin Workstation Sync
• Data conversion auto updates
• Custom Office Grids
• UDF Deferred Update
• Address Field Changes
• Name Field Expansion
• Encrypted customer/vendor data
• Retain Open Invoices for Months
• Reverse Check Run
• 1099-NEC Form
• Unlimited Cost Types
• Paya e-Invoicing
• Multiple PO Receipts/Returns
• Lot/Serial Expiration Dates
• Expense Work in Process
Summary:

63. Thank you for attending!
For Further Information About Upgrading Your Sage 100 Software:
• Visit https://www.sagecity.com/
• Visit https://customers.sagenorthamerica.com
• Call your Sage 100 reseller to arrange
Stay Safe and Healthy!