Sage 100 User Group Meeting | October 2018

Sage 100 User Group
October 2018

Agenda
12:00 – 12:10 Introductions and Housekeeping
12:10 – 12:20 Announcements and Upcoming Events
12:20 – 12:40 Sage 100 – Supported Versions and
Product Roadmap
12:40 – 1:40 Tips & Tricks – Core/Financial and
Distribution/Manufacturing Modules
1:40 – 2:00 Q & A
© BCS ProSoft, Inc. All Rights Reserved. 2

We appreciate YOU
spending the afternoon
with US!!

• The papers in front of you includes several things of importance:
 Forms & Information Requests:
• Client Interest Form – Use this to identify any products that you have an interest in
learning more about.
• Primary / Key Contact Form – Use this to update information for our systems to identify
One (1) Primary Contact for your company and as many Key Contacts as you wish.
• Referral Form – The highest form of flattery and satisfaction is to refer us to someone you
know. Use this form to provide us with other businesses or people that you know that may
be interested in working with BCS.
• Evaluation – As always, we want to know what you think about this event. We truly
do read these and make adjustments according to your feedback.
 Please complete these forms and return them to the registration desk!
Housekeeping Items
© BCS ProSoft, Inc. All Rights Reserved.
4

Other Items
• Please place your phones on vibrate or silent
• Feel free to excuse yourself to take a call
• Bathrooms are around the corner
• Jump in if you have a question or solution
• Help yourself to seconds or dessert!
5

01
Announcements

Announcements
• We’ve moved our HQ!
BCS ProSoft, LLC
118 W Nakoma Dr
San Antonio, TX 78204
• We’ve acquired Steward Consulting, Inc.
• Director of Sage Consulting – Mark Hallberg
• New Sage 100 Upgrade Process

• Sage 100 “cloud” zero dollar migration offer
extended through end of October
• 5IN30 webinar series on a variety of topics
– Sage Alerts & Workflow, Cyber Recruiter,
Avalara, Sage Inventory Advisor, BizNet,
Sage CRM, Fixed Assets, HRMS, eInvoicing
• 3-Hour in-depth Payroll webinar in December
• Currently soliciting ideas for 2019 user groups!
Upcoming Events

Employer Solutions
• Sage 100 Staffing & Recruitment Services to
support your headcount during Year-End
– Temp/Seasonal
– Temp-to-Perm
– Permanent Placement
• 10-Year National Background Checks – $40
• Professional Reference Checks – $25
• Sage 100 Skills Assessments – $100

02
Sage 100 – The Road Ahead

Sage 100
(Standard, Advanced, Premium)
Version 2018 Version 2017 Version 2016 Version 2015
Release Date Oct 2017 Oct 2016 Nov 2015 Apr 2015
Phone Support (Retirement Date) 9/30/2021 9/30/2020 9/30/2019 9/30/2018
Year end IRD updates (AP and Payroll as
needed to support State and Federal
eFiling)
12/31/2020 12/31/2019 12/31/2018 12/31/2017
Tax Table Updates Released Thru Fourth
Quarter (TTU)
N/A
12/31/2019
(2019 Q4)
12/31/2018
(2019 Q1)
12/31/2017
(2018 Q1)
Product Updates Released Thru March 2019 March 2018 June 2017 June 2016
Hot Fixes Released Thru 6/30/2020 6/30/2019 6/30/2018 6/30/2017
Call to Action
Upgrade by
9/30/2019
Upgrade ASAP
What versions are currently supported?
Color Key Over 1 Year Less than 1 Year Expired/Past

Sage 100 – The Road Ahead
• Final product update for v2017 is March 2019
• Last tax table update for 2016 Payroll is Q1 2019
– Schedule your upgrade before December to get it on
the books – our calendar is filling up.
• Sage 100 v2019 to be released in March
– Work Order not being replaced in new framework, but
a new “light” manufacturing solution will be released
in March 2019. WO will continue to be supported.
• Automated Rental Management compatible with 2018
12

• Sage 100 2018.4
– Support for payment card processing with EMV Chips
– Option to consolidate multiple sales orders into one
invoice in Shipping Data Entry
– In-product links to Sage University Videos
• Sage 100 2017.6
– Enhancements and program fixes including support
for payment card processing with EMV Chips
What’s New in Sage 100
13

What’s New in Sage 100 Payroll
• Sage 100 Payroll 2.18.4
– Company Tax Group
Setup
– Workers’ Compensation
Maintenance
• Effective Date Field
• Employee-Paid
Workers’
Compensation
– Employee Check Details
Window
– Workers’ Compensation
Report Options
– Module Option for Out-
of-Quarter Check Date
– Filter Time Track Report
by Earnings Code
– Payroll Tax Updates
14

TIPS &
TRICKS
Sage 100 – Core Modules

Agenda
• AP Vendor Remit To Address
• Advanced Selection Criteria
• Task Scheduler
• Memos & Memo Management
• Saved Report Settings
• Saved Form Settings
All screens images are from Version 2018 (Sage
100c), unless otherwise stated!

AP Vendor Remit
To Address

 What is a Vendor’s Remit To Address
 The Address to which a Vendor’s Check should be sent.
 The Remit To Address is different than the Vendor’s Address
in Vendor Masterfile/Maintenance
 Behavior of a Remit To Address
 Initially it defaults to the same address as the Vendor’s
Address
 Accessed from the More button in Vendor Maintenance
 Can also be viewed (but not changed) from the More button
in Vendor Inquiry.
 During Check Printing you MUST select the option to “Print
Remit To Information” for the Remit To Address to be used.
 Remit To Address doesn’t apply to ACH Remittance Advices
since those are typically sent via e-mail and to a specific bank
account.
Vendor Remit to Address
In Vendor Maintenance under the “More” menu,
select “Remit To Address”

 Remit To Address Maintenance
 By Default, the Name, Address, etc. default to
the same information in the Vendor Masterfile
 Change any information that should be
different for the address to which this vendor’s
check should be sent.
 NOTE: This includes having a different
Contact code, as well as phone number. Even
though those do not print on the check by
default.
 Once you are finished with your changes, click
OK to save your changes.
 Cancel will discard your changes and leave the
Remit To as it was when you accessed this
screen.

 Remit To Address Maintenance
 This example show the
Remit To Address has been
changed for this company’s
lock box address.

 Printing Checks:
 In AP Check Printing, for the Remit To
Address to be used, you MUST select the
“Print Remit To Information” check box on
the Check Printing window.
 If your Form Code is something OTHER
than STANDARD, you only have to check
the “Print Remit To Information” box the first
time. Then, it will be remembered for future
check printing for this Bank Code and Form
Code by your user login.
o Each user must select this for it to be
remembered on their workstation.

 Check
 Notice the Name and Address used
on this check is the Remit To Address
entered for this Vendor and NOT their
Vendor Maintenance Address.
 Remember, if a Vendor does NOT
have a special Remit To Address, the
Vendor Maintenance address will print
automatically.
 There are NO changes to the Crystal
Check Form that are required to make
this work. It is already built into the
default form.

 There is one Setup Option that Impacts AP Vendor Remit
To Address changes:
 Additional Tab – “Apply Changes to Remit To Address”
o Select “No” if you do not want to update the remit-to
address automatically.
o Select “Yes” to always update the remit-to address
automatically when the vendor address is changed.
The remit-to address is updated only if it is the
same as the vendor address; both addresses must
use the same capitalization and spacing. Select
“Prompt” to display a message to change the remit-
to address when the vendor address is changed.
 NOTE: Update ONLY occurs if the two addresses are
the same (between Vendor Masterfile & Remit To
Address Maintenance for that vendor.)

 Some Final Thoughts:
 There’s nothing you have to do to turn this on, other than enter a Remit To Address and
check the box on the Check Printing screen.
 Be Aware: If you are going to use Remit To Addresses for some, but not all vendors,
you’ll probably want to turn on the Setup Option to auto update the Remit To Address
when you change the Vendor’s address (and the two are the same.) This way you can
still print Remit To Addresses on some of the vendors, and those that don’t have
different addresses will auto update if you change the vendor’s main address.
 Remit To Addresses do NOT apply to AP Remittance Advices (direct deposit) forms.
Since those funds are transmitted to a bank, and the Remittance Advice is usually e-
mailed, a Remittance Address doesn’t matter.
 If Printing a Check from Manual Check Maintenance/Quick Print, you have the option to
include the Remit To Address on that one specific check.

Advanced
Selection Criteria

 Did you ever want to print a report for just two GL accounts, but the accounts are not
sequential to each other?
 How about a Customer Sales or Cash Receipts History Report for two different
customers?
 Or, an AP Invoice History Report for two Invoices that are not sequential to each other?
 Have you been printing the report twice? Once for each record?
 No need to do that…. You can print them both on one report using advanced selection
criteria.
 NOTE: The same is true for using the Lookup Engine to locate the records that are not
sequential.
Advanced Selection Criteria

 Selection Criteria can be entered for disparate values, using a delimiter.
 Delimiters can be:
 Comma
 Forward Slash
 Back Slash
 Pipe symbol
 The Operand will be “Equals”
 Your multiple selection values will go in the “Starting” Value field as a single entry

 In the ABC Demo Data, we want
to print a GL Detail Report for
only the Building & Truck Asset
accounts, and not the
accumulated depreciation
accounts.
 So, we want accounts:
 155-00-00 – Buildings
 175-00-00 – Trucks
 And, we are going to do this for
the first 5 months of the year.

 On the General Ledger Detail Report screen,
the following were changed:
 Starting & Ending Period – Set to the
range of periods to be included in the
report.
 Account Number
 In the Value field:
155-00-00, 175-00-00,
 You don’t need to change the Operand.
Sage 100 will change it automatically to
“Equal To”
 Because the values have a delimiter of a
“comma” (in between AND at the end),
this creates a disparate list of values to
use as the report selection criteria.

 Notice the Report includes ONLY the two accounts we requested.
 So, you can print one report, with just the information you wish to see.

 You can use this technique on multiple selection fields within a
Report to build a more complex selection list.
 For example, you may want the Main GL Accounts of 400 & 500,
but only for the Department Code of 01 & 04
 As long as the Operand is Equal To, and the values are separated
by an appropriate delimiter you can create complex lists for discrete
values to include in the report.

 This same process works within the Lookup Engine to
find records with disparate values within the same field.
 Let’s assume we want to see all Customers that have
an area code of 414 & 312.
 The same process used above will also work within the
lookup engine.
 In this example, I used the delimiter of a “/” because the
comma could be used in that field, and it doesn’t
provide the correct separation to locate the various area
codes.
 Notice there is a “/” after the (312) as well. This is
required to indicate the value before the slash is a
complete value. Without it, the lookup will not find the
correct records.

 Multiple Values within a Lookup
 By using the Filters button within the
Lookup screen, you can establish
multiple lookup criteria and still use
the disparate listing of data.

Task Scheduler

 Use Task Scheduler to schedule tasks to be processed unattended.
 You can create multiple scheduling jobs to process different tasks by
different schedules automatically.
 Tasks can be scheduled to run once, daily, weekly, or monthly.
 Tasks that can be scheduled are:
 Journals/Registers
 Reports
 Visual Integrator Jobs (Both Import & Export)
 Other (typically a Library Master menu option, like Rebuild Search Index)
Task Scheduler

Things to Know Up Front:
 Task Scheduler jobs are typically setup by your Sage 100 Administrator.
 To successfully setup a job, it may require network knowledge and/or access to network
logins and passwords, as well as Sage 100 logins and passwords.
 For Journals/Registers or Reports to be successfully printed, they either need to be set
to go to Paperless Office (which requires that module be configured correctly) OR a
network printer will need to be configured on the server for the login that is used to run
Sage 100 on the server.
 Only modules in the Business Framework will be available for some options.
Task Scheduler

Task Scheduler
 Here’s what we will cover:
 Job for Journals & Registers
o How the various scheduling options work
 Job for Reports
 Job for Visual Integrator
 Job for “Other” tasks
 Running Jobs
 Disabling Jobs
 Scheduler Log
 Some common known issues

 Journals & Registers Job
 Identify the Company Code that applies to this job
o You will need multiple jobs for different company codes to
perform the same tasks.
 Enter the Sage 100 User Logon & Password
o This user must have access to the menu options you select on
the Tasks tab
 Enter the Windows User Logon & Password
o This may require your System Administrator to give you the
credentials for this user
 Make sure the “Type” is set to “Journals/Registers”
 If you want the job to Stop running, check the “Disable Job” option.
 Select the Job Schedule
o See the next slide for more details on the schedule
Task Scheduler

 Journals & Registers Job – Schedule Options
 Start & End Dates & Start Time
o These date and time fields are available for each
interval being scheduled.
 Schedule Frequencies:
o Daily – Runs every day at the specified time
o Weekly – Select week interval and then the day of
the week
o Monthly – Select the week of the month, and then
the day of the week
o Once – Just set a date and time
 NOTE: If you have a job that needs to be “stopped”,
use the “Disable Job” check box on the Schedule tab
and click Accept to have the job stop running.
Task Scheduler

 Journals/Registers – Tasks Tab
 Select the Module and then the Journal/Register (under the
Task column) that you want to have printed and updated
 Select the Date to use:
 System Date OR Period End Date
 If batches are turned on, select ALL Batches OR you will
have to identify the specific batch.
 Printer – This printer MUST be available from the server
where the Task Scheduler will run from and under the
Windows login entered on the previous tab.
 If Paperless is activated for these Journals/Registers,
and you don’t have “Prompt” as the option for the
paperless document, the Journal/Register will go to
Paperless.
 When finished, click “Accept” to save the job
Task Scheduler

 A few additional comments about Journals/Registers:
 Make sure you include Daily Transaction Register in the list of Journals and Registers (at the bottom
of the list)
 If you select Daily Transaction Register from the G/L module, it will include all journal entries from all
of the subsidiary modules, but it will be a single report with ALL of the journal entries.
 If you select Daily Transaction Register from each individual module, you will receive one report per
update. But, you will need to list it for each individual module and AFTER the original journal/register
prints/updates.
 All modules (regardless of new business framework or not) are available for the Journals/Registers.
Therefore the following modules in Version 2017 (and lower) are available:
o Payroll – New Business Framework in Version 2018
o Job Cost – New Business Framework in Version 2018
o Work Order
Task Scheduler

Reports – Tasks Tab
Select the Module then select the
Report within that module.
If you have multiple Report
Settings, you can identify which
setting should be used.
If Paperless is configured for
Reports, you can select
Paperless Office as the Printer
Task Scheduler

Visual Integrator Jobs – Tasks
Tab
Select the type of VI Job:
Import
Export
Select the V/I Job Name from the
lookup
The Description will auto
populate
Task Scheduler

 Other Types of Jobs
 With Other, there is really only one
additional type of job that can be
performed… Build Search Index
 In Version 2017, Sage added additional
search capabilities at the Customer,
Vendor & Item Number fields. For that
additional search to work, you must
rebuild the search index frequently.
 It’s common to have this job setup to
run at least nightly, so everyone’s
advanced search works correctly.
Task Scheduler

 Scheduler Log
 Once the jobs have been Accepted and running for some time, you can click on the
“Log” button in the lower left corner to see a log of what has happened.
 Run Now
 If you want to run the job immediately, and not wait for the scheduler to activate the
job, click the “Run Now” button in the lower left hand corner of the screen.
 To start the job running, just click “Accept” and when the time arrives for the schedule you
have established, the job will automatically run.
Task Scheduler

 Some Known Issues:
 There is currently an issue with the ProvideX session for the Task Schedule to not
close out on the server if the correct network rights and/or printer are not available for
the job.
This will show in the Master Console as a user of _ExternalURL. Those tasks will
need to be terminated on the server, otherwise they consume a user license and you
may run out of licenses for actual users.
 If the printer selected by the user isn’t actually available from the server, the job will
fail.
Task Scheduler

Memos & Memo
Management

 What are Memos?
 Notes / Information / Attachments relative to a certain “record” in Sage 100
 Accessed through the memo pad button on the respective screen
 Can be set to always “Auto Display”
 Can be set to “Auto Display” on a reminder date (or date range)
 Places where you can create/store memos:
 General Ledger
o Accounts
o Main Accounts
o General Journal
o Transaction Journal
Memos & Memo Management

 Places where you can create/store memos (cont.):
 Accounts Receivable
o Customer
o Invoice
o Invoice History
o Repetitive Invoice
 Accounts Payable
o Vendor
o Invoice
o Invoice History
o Repetitive Invoice

 Inventory
o Item (Accessible in Common Information for Non-Inventory Items & Bill of Materials
Maintenance for BoMs)
 Return Merchandise Authorization
o RMA – Return Merchandise Authorization
o RMA Receipt Data Entry
o RMA Inquiry

 Sales Order
o Sales Order
o Invoice
o Sales Order / Quote History
 Purchase Order
o Purchase Order
o Receipt (of Goods or Invoice)
o Return of Goods
o Purchase Order Receipt History
o Purchase Order History Inquiry (requires Version 2015 or higher)

 Payroll
o Employee Maintenance
 Work Order
o Work Order Entry
 Job Cost
 Job Masterfile Maintenance
 NOTE: These 3 areas are in modules that are NOT in
the New Business Framework. The memos behave
differently in these modules and do NOT have as
robust functionality as the modules in the New
Business Framework.
 The remainder of this presentation is about the
functionality in the New Business Framework.

 Some additional global information about memos:
 Memos are controlled by Security Access, and specific Memo Management Settings.
o Memo Manager Maintenance allows settings by Role.
o Access to Memo Manager Maintenance is set within Role Maintenance, but no other security is set in Role Maintenance.
 If you create a memo within an AP Invoice, it travels with that invoice all the way through to History.
 Attachments:
o Any attachments you add to the memos are NOT moved to the server automatically. So, to be accessible by all Sage 100
users, they should already be in a shared directory, where everyone has access to them.
o Only 1 (one) attachment is allowed per memo.
o File Types being attached, must have a valid extension (linked to a valid program) to be able to view them from within the
memo.
 Memos can be deleted/removed in bulk, using utilities available in the software.
 All memos function the same if the module is in the New Business Framework

 Memos are accessed from within each Maintenance or Data Entry
Screen. Here’s how to access a Memo from Customer Maintenance:

 If the memo button is Yellow, it means there are memos on file for
this customer.
 If the memo button is
white/grey, it means
that no memos are on
file for this customer.

 Memos allow you to track the following information:
 Memo Code – Identifies that memo as unique
 Description – A Subject line about the memo
 Memo Date – The Date the memo was created (typically)
 Expiration Date – The Date the info in the memo no longer
applies.
 Auto Display – “Always”, “Never”, “Reminder Date” –
Identifies when the memo should “automatically” pop on
the screen
 Reminder Start/End Date – If automatically displaying on
the Reminder Dates, these are the dates for when it will
Auto Display.
 Attachment – Attach a document to the memo.
 Memo Text – The actual content of the Memo.

 Other Memo Features:
 Settings button:
Allows you to override Auto
Display settings for this one
memo in Other Screens!!
 Copy Button:
Copy the same
memo to
another
customer

 In the Setup Menu within each Module (where memos are available) is an option called “Memo Manager Maintenance”. This is where you
define the “security” and access levels for Memos within the system:
 The Module will default to the module in which you accessed Memo Manager.
 Select the Memo Type (these will only be memo types available
within that module.)
 Select the Role (from Role Maintenance) for which you wish to
assign rights.
 In the lower section, the tasks where this memo is available
are listed.
 For this Memo, Role & task, you can assign the Memo Options
of:
o Hide – Don’t’ Display or make available
o Maintain – Allow people assigned to this role to edit/maintain the
memo.
Show – Make the memo visible, but don’t allow any maintenance
on it.
 You may also determine where a Memo Auto Displays by
checking the box for that task.
o Therefore, if a memo is set to Auto Display OR Reminder Date
Display, it will automatically pop up on the task (for users in this Role)
where the Auto Display is checked.

 Other things you can do in Memo Manager are:
 Purge button:
Allows you to purge
or Delete Memos
based on the
criteria entered
 Copy Button:
Allows you to copy the
Memo Manager settings
to a different Role.

 On either the Memo OR Memo Manager screen, you can also use the Printer Button
to print appropriate reports about that area:
 Memo Manager Maintenance:
This will print a list of the settings for that Module’s Memo Manager
Setup.
 Memos:
This will launch the Memo
Printing Report for that
module.

 To maintain any module and task’s memos, access Memo Manager Maintenance from the Common
Information | Main Menu.
 This version of Memo Manager will NOT default to the Module field being populated, and from
here you can select any Module for which you wish to maintain.
 NOTE: The Module list will only populate with the modules
that are activated/configured for the company you are
using. For example, if Purchase Order isn’t activated for
a company, it will not be listed in this drop-down list.
 NOTE: Bill of Materials is NOT listed, even if activated,
because the memos for Bill of Materials are only the
Item Maintenance memos.

 Auto Displaying a Memo (Having the system automatically “Pop” a memo on the screen)
 For a memo to Auto Display, it must meet the following criteria:
o The Memo itself, must be set to Auto Display, OR
o The Memo itself is set to Auto Display by Reminder Date and the current date must be within the Reminder Dates
setup on the Memo.
o The user must belong to a Role that has been setup through Memo Manager to have Auto Display checked for that
memo type and within the task they are accessing.
o For example – The Memo is a Vendor Memo with the Display option of Reminder Date, and the Reminder Dates are
7/1/2017 – 7/31/2017. Today is 7/20/2017. My role is AP Clerk, and the AP Clerk Memo Manager settings for Vendor
Memos are set to Auto Display within Manual Check Entry (but not within Check Maintenance.)
o With the information above, the memo would auto display when the user accessed the vendor within Manual Check
Entry, but it would NOT auto display from Check Maintenance.
o If a user belongs to multiple roles within their User Configuration (User Maintenance), the least restrictive rules will
apply.
 Be aware: If Memo Manager is marked to Auto Display a memo, but the Memo Itself, is marked as “Never” in the Auto
Display field, this memo will never Auto Display. The setting within the memo overrides the setting in Memo Manager.

 Creating a New Memo:
 In this example, we will create a Memo for an AP Invoice (attach a copy of the
invoice), and pull up the memo from Invoice History.
 Start in AP Invoice Data Entry and enter the
Invoice Header Information
 Once the Invoice is entered, but before you
click Accept, click on the Memo button next
to the Invoice # field.
 NOTE: There is a memo button next to the
Vendor Number, but that is for a Vendor
Memo…. Not for this specific invoice.

 To create the Memo:
 Enter a Memo Code
 Enter a Description for the Memo
 The Memo Date defaults to today’s date, but you can
change it.
 Choose your Expiration Date, Auto Display setting,
Reminder Start & End Dates.
 Use the File Folder button to browse for the PDF of the
invoice to attach it to this memo.
 Enter any text you want within the memo.
 Click “Accept” to save the memo. This will return you to
Invoice Data Entry, where you can now click “Accept”
to save the Invoice.

 Complete the posting of the Invoice
Register and update the Register.
 Now we are going to pull up the Invoice
in AP Invoice History and view the attached
copy of the invoice.
 Notice the Memo button next to the Invoice
Number is “Yellow”. This indicates there
is a memo on file for this Invoice.
 Click on the Memo button to access the
memo.

 Because there may be more than one memo on file for any entity, you will fi
presented with a listing of all memos attached to this entity:
 To access the memo you want, either
Highlight the line, and then click
“Select” OR double-click the line.

 When the memo is displayed, it will show all of the
same fields as when you entered the memo.
 To see the attachment, slick on the magnifying glass
button next to the attachment field.
 Also Note: In the bottom line of the screen, it shows
where the Memo was created. If this had been for
an invoice coming from Purchase Order Receipt of
Invoice, this would say “Created in Purchase Order.”

 Now you can see a copy of the original invoice that the
vendor sent to you.
 Be aware: The extension of the document attachment MUST
be tied to an application that can be launched. (e.g., PDF
to launch Adobe Acrobat Reader).
 You can now print/email the document, if needed.
 When finished, close out of all of the windows.

 Some Final Thoughts:
 It’s common to want to create a lot of Auto Display memos. However, users
ultimately have to read the memos for the information to make a difference. If they
are overloaded with a lot of auto displaying memos, they tend to not read them and
just click OK. So, the information in the memo is never really read nor followed. So,
keep the Auto Display Memos to a minimum.
 Make sure if you attach documents to memos they are in a shared network directory
BEFORE you attach them. Otherwise, no one has access to the attachments,
except the person that attached the document (especially if it is located on their
individual workstation.)
 Create a policy to purge memos on a recurring basis (once a quarter, every 6
months, once a year). You can only purge memos using the Purge button within the
Memo Manager. But, it’s a good idea to clean up the memos that no longer apply.

Saved Report
Settings

Saved Report Settings
 What are “Saved Report Settings”?
 Pre-defined settings for report option values
o On the AP Aged Invoice Report – You always uncheck the “Exclude Future Transactions” Option. The
Saved Report Setting would remember that, so you don’t have to uncheck it every time.
 Pre-defined selection criteria
o If you always run the Inventory Valuation Report for Product Line “PART”, you can save that selection
criteria so you don’t have to enter it every time.
 Customized Template for the report (in Crystal Reports)
o Since all reports are Crystal Reports, you can change the crystal report to have additional data, hide
data, add sub-totals, etc. This Crystal Report is tied to the Saved Setting so you use that template,
instead of the Crystal Report that came with the software.
 Settings may be Public or Private
o Public is available for ALL users
o Private is available for your use only.

 Once a Saved Report Setting has been defined, it can be used with the Period End Reports to print your reports
during that process in the format and with the customization you desire.
 All Reports come with a setting of “STANDARD”, and there are limitations to what you can do with this setting:
 You CANNOT save any option or selection criteria with the “STANDARD” setting
 You CAN save the printer used to print the report with the “STANDARD” setting, IF the “Use Workstation
Default Printer for Standard Report Setting” has been UNCHECKED in Company Maintenance.
 We highly recommend you do NOT modify the Crystal Report with the STANDARD setting. This is the
base report provided by Sage and should NOT be modified, in case something goes wrong with any other
customization of the report.

 To Create a New Saved Report Setting, we will use the
AP Aged Invoice Report, and define various options and
selection criteria.
 First, make all of the changes you want saved on the
Report Options Screen.
 Three Hole Punch - Selected
 Sort Report By – Changed to Vendor Name
 Exclude Future Dated Transactions – Unselected
 Vendor Number – Changed to Begins With “01”
 Once your changes are made, click the drop down
button, next to the Save button in the upper-right hand
corner, and choose “Save As”

 The “Save” drop-down menu has several options, depending on your security
access and software installed.
 Save – Allows you to save a Setting (other than Standard) if you make
changes to an existing Saved Setting.
 Save As – Allows you to save your current Settings to a NEW Saved Setting
name.
 Delete – Deletes the current Saved Setting. NOTE: You CANNOT delete the
STANDARD setting.
 Designer – Launches Crystal Reports for this Saved Setting, so the crystal
report can be modified. NOTE: Requires Crystal Reports be installed on
your workstation and you have security rights to this option.
 Report Viewer – If Paperless Office is setup for Reports, this launches the
Paperless Reports Viewer to see any previous reports printed to Paperless
Office.

 When selecting “Save As” a new window will pop up so you can
define the Saved Setting:
 Report Setting – Enter a Name you want for this setting.
We’ve called this one DIV01, since it’s for printing only the
Division 01 Vendors.
 Description – Change the Description, if desired.
 Type – Allows you to define who can use/change this
setting:
o Public – All users with access to this report can use
this setting AND they can change it.
o Private – Only you can use this setting.
o Read Only – All users with access to this report can
use this setting BUT they CANNOT change it.
 Default Report – Select this option, if you want this setting
to ALWAYS be pre-selected when you launch this report
(in our case, the AP Aged Invoice Report.)

 Once you’ve saved your Report
Settings to the new name, the
screen now reflects that you are
using this Report Setting.
 Now you can proceed with
printing this report.

 If you didn’t make your new setting the
Default, OR you have multiple settings
and need to choose one to print, click on
the magnifying glass next to the Report
Setting field to see a list of Saved Settings
for this report.
 To select a different setting, including
STANDARD, select it from the List.
 Once selected, the Report screen will then
change to the settings for that saved
name.

 Changing/Customizing the Crystal Report Template:
 We recommend you have BCS ProSoft make these changes.
 The Crystal Report Templates are quite complex and require a solid knowledge of not only
Crystal Reports, but also the Sage 100 Data Dictionaries and how the Report Work Table
data files work.
 The Customized Crystal Templates are saved to a different directory in your Sage 100
system so it is clear they are customized. This helps us when doing upgrades to NOT
overwrite these reports when installing the new version. However, they may have to be
manually upgraded to work with the new versions data scheme.
 Common requests for these types of Customizations include:
o Adding User Defined Fields (UDFs) to the reports
o Adding Sorts/Groups and related sub-total fields
o Linking in data from other tables that doesn’t exist in the native report

 The Saved Settings can also be used to define the way you want Reports to Print during Period End
Processing. Access the Period End Report settings through the Period End Report Selection option
on the Period End Menu in each
module.
 Line 8 shows that we’ve added the
AP Aged Invoice Report, with Report
Setting “DIV01”, and we want 2 copies
of the report to print.
 You can also change any existing report
listed in the screen to use a different
report setting than Standard.
 NOTE: The red color of the number 8
indicates this is a modified line, and
hasn’t been saved as of yet.

 Security Settings for Saved Report Settings”
 There are two Security Events in Role Maintenance that affect what users can do with Private and
Read Only Report Settings.
 Full Access to Private Reports for All Modules - Allows the user to access private report
settings. This security event affects the Type field in a report window, which allows only the
user who created the report setting to have access to the report setting. Additionally, only the
user who created the report setting can delete and save changes to the report setting.
 Full Access to Read Only Reports for All Modules - Allows the user to modify and delete
read-only type report settings. This security event affects the Type field in a report window,
which allows all users to change the report setting, print the report, and save the report setting
to another report setting. Only the user who created the report setting can save changes or
delete the report setting.

 Security – Role Maintenance
 These settings are located on the Security
Events tab
 They are listed under the Library Master
module.
 If these are checked, and a user belongs
to this role, they will be able to “override”
the Private and/or Read Only settings
assigned by the user that created the
Report Setting. In affect, this is giving
these users “Administrator” privileges for
managing the Saved Report Settings.

 Additional Security Settings for Role Maintenance
 Module Options – Library Master
 You can allow users to change the STANDARD
setting for “All” Modules.
 Allow Save Standard Reports for All Modules –
Allows the user to save changes to the Standard
report setting in the General Ledger, Library Master,
and Customizer modules.
 So, the “ALL Modules” is a bit misleading as it only
applies to GL, LM & Custom Office Reports and their
Saved Settings.
 If this option is selected, and the user belongs to this
role, they can save settings for the STANDARD report
setting in the modules listed above.

 Final Thoughts:
 Saved Report Settings are unique to each individual company. There is NOT a
mechanism to copy the Saved Report Setting to other companies.
o You can use Report Manager in Library Master to copy the Crystal Report files
between companies if they are modified with the Report Setting, but this does NOT
copy the actual screen settings from one company to another, just the Crystal File.
 Be thoughtful about the Security Settings in Role Maintenance as to who can override the
Private and Read Only settings.
 Use Saved Report Settings to save you time when you run reports with the same options
every time (but those options differ from the default settings in the Standard Report
Setting.)
 Don’t let ANYONE modify the actual Crystal Report for the STANDARD setting. This is
the out-of-the-box report from Sage, and if you modify this report, it will be overwritten
when you upgrade to a newer version.

Saved Form
Settings

Form Settings
 Form Codes (Settings) are similar to Saved Report
Settings, but unique to a specific form/document
that is sent to a Customer, Vendor or Employee.
 A Form Code MUST have a Crystal Report that is
used in conjunction with the Form Setting name,
and almost 100% of the time, the Crystal Report is
modified from the default template in some way.
 Even the STANDARD Form Setting usually is
customized.
 There is no “Default” setting checkbox (as with
Saved Report Settings) for a Form Code, because
the last Form Code you used is always the Form
Code that is selected the next time you access
that form.

Form Settings
 If you change the Form Code name to something new, you will automatically
be prompted to select a Base Template for that form code.
 In the AR Statement Printing screen, if you type in a new
Form Code name, the following Template selection window
will pop up.
 These are the default templates available for AR Statements
 Select the one that matches your desired overall look and
feel. Keep in mind, it will still most likely need to be
customized to include your logo, etc.
 Once you’ve selected a Template, the new Form Code will be available for use.
 In this example, we want a Remittance Advice type form, and that is what has
been selected.
 Each Form has it’s own pre-defined templates, so this list will vary depending
on the form you are using.

Form Settings
 The Form Code name is no longer STANDARD,
because we typed in REMITTANCE to get the
prior template selection screen.
 Now that a template of Remittance Advice
Preprinted Laser has been selected, that also is
the default Description of the form.
 Any changes made on the form printing screen
for any of the Options are saved along with the
form, ONCE you have printed the form one time.
(If you make changes, then close out without
printing the form, the Form Code NOR the
option settings are retained.)
 Not only are the option settings saved, so is the
printer you select on which to print this form.

Form Settings
 Changing Options and having them saved:
 For the Remittance Advice, the
following options were changed:
o Sort Statements by – was
changed to Customer Name
o Bill To Invoices on Sold To
Customer Stmts – checked
 Once the changes are made, click “Print” or
“Preview” to print/preview the statements.

Form Settings
 Now that the Form Code has been used one
time, the option settings that were changed in
that first printing, and saved with the Form
Code.
 The next time that document printing is
accessed, the following happens:
 The Form Code defaults to the last Form
Code used by that user.
 All Options are defaulted to the last
setting by that user.
 The printer used to print the form is also
defaulted.

Form Settings
 Customizing the Crystal Report form template:
 We recommend that you have BCS ProSoft customize the Crystal Report for the form.
 It requires a great deal of knowledge about Crystal Reports as well as the Sage 100 data
schema and the work table used for that form.
 You must have Security Rights to access the “Designer” button AND Crystal Reports has to
be installed on your workstation.
 Use the Magnifying Glass at the Form Code field to see a list of all Form Codes created for that
particular form. Select any of the values from this list to use them to print.
 Remember, this defaults that form code to be used the next time you print that same form.

Form Settings
 Final Thoughts:
 There are NO Security settings surrounding Forms Codes (in Role Maintenance), so if the user
has access to print/preview the Form, they can create new Forms Codes.
 Be Careful with the Form Code Field – It’s common for users to accidentally type in this field
(which means they are creating a new form code), then they are prompted to select a
template, and then they print (which means the new form code is saved), BUT this will not be
their normal form and the documents aren’t the format they want.
o To Delete erroneous form codes, you must use the Report Manager, located on the
Setup Menu in Library Master. This typically requires someone with advanced
knowledge of how to delete them, and it usually requires someone with “administrator”
credentials.
 Forms Codes typically require Crystal Report modifications.
 You cannot save the form options on the STANDARD form. BCS ProSoft makes it a best
practices rule to never modify the Standard Form, but to create a new one that allows you to
save the form options as well.

TIPS &
TRICKS
Sage 100 – Distribution/Manufacturing

Agenda
• PO Return of Goods
• BOM Disassembly Entry
All screens images are from Version 2018 (Sage
100c), unless otherwise stated!

PO Return of
Goods

PO Return of Goods
 There are various reasons Inventory Items should be “returned”
 The Vendor sent the wrong merchandise, but it was received in
 The merchandise you received doesn’t meet your quality standards
 The incorrect quantity or item was received by accident
 The items were received with the wrong unit price
 And other reasons…
 To return inventory items (relieve them from Inventory Quantity on Hand)
and usually, return them to the vendor, use:
 Return of Goods Entry (located on the Mat. Req/Return menu)

PO Return of Goods
 When creating a Return of Goods, you may:
 Reference an existing Purchase Order to affect the quantity received/invoice on
the PO Lines
 Create the Return without referencing an existing PO
 Enter an invoice number to also record a Credit Memo in AP
 If referencing an Existing Purchase Order on the Return of Goods:
 You will have the option to call in all of the lines for the PO for easier entry
 Any item you return will also affect the Purchases Clearing Account and Report
(if you do not enter an invoice number on the return.)

PO Return of Goods
– To record a Return of Goods:
– Click #> to get the next Number.
– Make sure your Return Date is correct (should be same
as received date, if possible.) Return Date will become
the inventory transaction date.
– If the Vendor provided you an RMA #, enter that in the
Authorization No. field
– Select an existing PO Number, if desired.
– Enter an Invoice Number, if recording a Credit Memo to
AP.
NOTE: It is not recommended you do this, unless you
are also correcting an Invoice. Typically vendors do not
provide the Credit Memos in advance with the return
– Complete the remainder of the fields, especially if you
didn’t select an existing PO Number.
– Click on the Lines Tab to continue

PO Return of Goods
– If you selected an existing PO Number on the Main tab, you
will receive this prompt:
– Select Yes, if you want to return more than ½ of the lines from
the PO. Selecting Yes will automatically populate the Quantity
Returned field to match the quantity ordered field on ALL lines.
– Select No, if you do not want to return more than ½ of the
lines. This will leave the Quantity Returned field as zero.
– NOTE: With either option, you can manually adjust any lines
to return the quantity you desire.

PO Return of Goods
– This screen shows the lines after select “YES” on the
previous prompt.
– You can now change any quantity in the Returned column
to the correct number, if needed.
– Unit Cost should be the same as the unit cost used to
receive the items. If you change the unit cost to
something other than the received cost, it will cause
discrepancies in your inventory valuation.
– If any lines are serialized or lot based items, you will have
to record the serial numbers and/or lot numbers being
returned manually. The system cannot guarantee the
serial number or lot number originally received is still
available.
– Once the lines are correct, you can go to the Totals tab.

PO Return of Goods
– On the Totals tab, you will see the
dollar amount of goods being
returned.
– NOTE: If you are returning WITH an
Invoice Number (creating a Credit
Memo in AP), additional fields will be
displayed. (See the next slide for
that example.)

PO Return of Goods
– The Totals Tab for a return with an
invoice number, also provides an
Invoice Due Date, Discount Date,
Discount Amount and Prepaid Freight
fields. It also allows a Deposit to be
applied to the return, changing the
return balance.
– NOTE: Unless the Vendor as given
you a credit memo number and
amount OR you are reversing an
incorrect Receipt of Goods/Invoice, it
is recommended you NOT enter an
Invoice Number with the return of
Goods.

PO Return of Goods
– Once the Return of Goods has been
entered, you may print it to send to the
Vendor, to let them know you are returning
the goods.
– You can use the Quick Print button to print
(or PDF to Paperless) this one return.
– Or, you can use the menu option of Return
Order Printing to print (or PDF) multiple
Return of Goods.
– Additional NOTE: If batches are turned on
for Return of Goods, you can print
individual batches or update the returns in
a single batch.

PO Return of Goods
– The printed copy of the PO Return of Goods
shows the vendor what you will be returning
to them.
– Additional NOTE: Remember that within both
PO & SO, we can print your vendor or
customer’s part numbers on the documents,
if you have them setup as Alias Items.

PO Return of Goods
– Once you have printed your Return Documents (and
sent them to your warehouse and/or vendor), you can
print the Return Register and update the returns. This
is found on the Mat Req/Return menu as Return
Order Register/Update
– The first screen is the typical Register Posting
Date/Comment screen.
– Make sure your PO Posting Date is set for the same
date as the return.
– NOTE: This should also be in the same month that
you are doing the return… not necessarily the same
month the goods were originally received.
– When you have the correct date, click Print to
continue.

PO Return of Goods
– The Return of Goods Register shows
the PO Return information, including
the items, quantities and unit cost.
– This is your last chance to verify you
have the return information entered
correctly.
– If you also included an AP Invoice
Number (to create a credit memo in
AP, a second register will print… see
next slide)

PO Return of Goods
– The Return Debit Memo Journal details the AP
Credit Memo that will be created in the Vendors
Account.
– NOTE: You must have entered an Invoice Number
in the Return of Goods for this register to print.
– We don’t recommend entering Invoice Numbers,
unless you have the actual invoice number from the
Vendor.
– Once both registers (and a Daily Sales Tax Register
which may print depending on options), you will
receive this prompt to update the registers:
– Click Yes to proceed with the update.

PO Return of Goods
– During the Return of Goods Register Update, the following occurs:
• Inventory Quantity on Hand is reduced for the quantities being returned, and an inventory transaction is created.
• If you referenced a PO Number in the Return of Goods, the Quantity Received on each line returned is reduced by the
quantity being returned.
– NOTE: If the PO was closed, this will re-open the PO
– This will also affect the Purchases Clearing Report by changing the quantity received (as long as you didn’t include an
AP Invoice Number in the Return).
• If you referenced an AP Invoice Number for a credit memo, the Vendor’s account is updated with the credit memo being
added to their open invoices.
– The AP Invoice will also be recorded to AP Invoice History.
– If you referenced a credit memo and a PO Number, the Quantity Invoiced on each line returned will be reduced by the
quantity being returned.
– If you referenced a credit memo and a PO Number, the Purchases Clearing Report is NOT affected, since both are
included on the return.
• PO Receipt History is updated with the return information
• The Daily Transaction Register for the General Ledger effect will be created.

PO Return of Goods
– Recording the AP Credit Memo from a PO Return of Goods:
• This information applies ONLY if you did NOT enter an AP Invoice Number in the PO Re
Goods:
• If you did NOT reference a PO # in the Return of Goods, the AP Credit Memo should be
– Recorded through AP Invoice Data Entry
– The distribution should be against the Purchases Clearing Account
• If you referenced a PO # in the Return of Goods, the AP Credit Memo should be:
– Recorded through PO Receipt of Invoice
– The Quantities will be a negative number to yield a credit
– This approach will keep the PO Quantities updated correctly, so the PO closes corre
Purchases Clearing is updated correctly.

PO Return of Goods
– A Few Final Thoughts:
• Make sure your Return Date and PO Date (for updating the register) are in the actual period the
return is being done… even if it differs from the original receipt.
• Don’t change the Unit Cost on the PO Return Lines, unless the Received Unit Cost was different
from the PO Unit Cost. Changing the Unit Cost to be different than the received cost will cause
discrepancies with the Purchases Clearing Report and Inventory Valuation.
• If you return goods WITHOUT a PO Number referenced, it will just create a return and NOT
change any Purchases Clearing OR Open PO status.
• If you are returning Serialized or Lot Number items, you must manually identify them on the return.
If you select a serial or lot number different than what was actually received on the PO and it has a
different unit cost, this will create discrepancies with Purchases Clearing and potentially your
Inventory Valuation.

Bill of Materials
Disassembly
Entry

Bill of Materials Disassembly Entry
 Use Disassembly Entry to relieve a parent item from inventory and return all of its component
items to inventory. Disassembly Entry can be used in three separate situations:
 Disassembly of a manufactured item to return its component items to stock
 Disassembly of a purchased item to salvage its component parts
 Reversal of previously posted production entries.
 During Data Entry
 Disassembly entries that have been entered but not yet updated to the permanent files
can be maintained whenever necessary.
 However, you cannot modify the original bill number, revision code, option code, quantity,
or effective date when maintaining a previous entry.
 To modify any of this information, you must delete the entire entry and enter the new
information.

 Miscellaneous Charges:
 When you use Disassembly Entry to record the disassembly of bills for
manufactured or purchased items, any miscellaneous charges associated with the
parent item are not automatically included because they represent costs
associated with the assembly process, not the disassembly process.
 For example: Labor and Overhead, are recoverable but can be added manually.
 NOTE: When production entries are reversed; however, miscellaneous charges
are included automatically.
 Finished Good Costing:
 When a parent item is relieved from inventory, it is valued at its actual cost.
 If this amount differs from the accumulated costs of all components, the difference
must be posted to the adjustment account.
 This posting entry balances the cost of the parent item to the costs of the
components in the general ledger.

 Disassembly followed by Reassembly:
 If you disassemble a product to increase component stock levels, and later
reassemble its components to create a remanufactured item, you will not always
salvage 100 percent of the components originally used.
 For example: Scrap and yield are not recovered on a disassembled product,
whereas a production entry does take scrap and yield into account.
 To enter a Disassembly Entry, use Disassembly Entry on the Main Menu of Bill of
Materials.

– Select the Next Disassembly Entry. The entry
number is just an internal reference to identify this
as a unique transaction.
– Enter the Disassembly Date. This is like the
transaction date.
– Enter the Parent Item (Bill Number) being
disassembled.
– If the Bill has multiple Revisions, you can enter the
Revision Number.
– If the Bill has Options, you can enter the options.
– Enter the Quantity to be disassembled.
– Select the Parent/Component Warehouses where
the finished good will be pulled from and the
components returned to.

• The Disassembly Type has 3 options:
– Produced Item – Select to disassemble a manufactured item and to
return its components to stock. NOTE: This is not for a previously
produced production entry.
– Purchased Item – Select to disassemble a purchased item and to
salvage its component parts.
– Production Reversal – Select to reverse previously posted production
entries. Scrap and yield percentages and miscellaneous items and
charges are factored in the calculation of the extended quantity for this
type only.
– Note: You can enter negative quantities for component line items if
Produced Item or Purchased Item is selected in this field with the
appropriate security setup.
• Select the Explode option to explode any sub-assemblies in the bill and return
the component of the sub-assemblies, instead of the sub-assembly itself.
• NOTE: If the Finished Good is a Lot or Serialized Item, click the Distribute
button at the top of the screen to assign the Lot/Serial Numbers to be
disassembled.

– On the Lines Tab, the components of the Bill will be
displayed automatically.
– The Extended Quantity is automatically calculated
based on the bill quantity and the quantity being
disassembled.
– Any line with a Caution sign is a Lot or Serialized Item
and must be distributed before you can continue.
– Edit any line as needed to return it to inventory
correctly. For example, if you purchased an item and
are disassembling it for salvage, you may need to
delete some items if they aren’t usable.
– When finished editing the lines, click Accept to continue.
You can record other disassembly entries if needed.

– Variations on Data Entry:
– If Production Entry was selected on the Header
Tab, the Lines tab will include the non-inventory
items, as shown here with /M for a 24-Hour Burn
In.
• No other option will include the non-inventory
items automatically.
• The concept for Production Entry reversal is to
allow the user to truly reverse an incorrect
Production Entry that has been posted/updated.
– You may make any change you wish to the Lines
tab to accurately reflect the components that are
being returned to inventory. This is especially
helpful for items purchased that are being
disassembled for the use of the parts in that item.

– Once you have entered the data
for all of your disassembly entries,
you can print the Disassembly
Register to post these
transactions.
– Make sure your Bill of Materials
Posting Date is set to the date of
the actual reversal.
– Select Print Full Comments, to
see the full detail of information
entered on the lines tab.
– Click Print to proceed.

– The Disassembly Register will show
you:
• The Parent Item information and
quantity being disassembled.
• The component item information
included in the disassembly.
• Cost information is reflected in the
Extended Cost column as well as
the total for the parent item to be
reversed.
• General Ledger Inventory accounts
for the components are also shown
for reference.
– Once you have reviewed the register
and the data is correct, you can
proceed to Update the Register.

 During the update process of the Disassembly Entry, the following occurs:
 The Parent Item is removed from inventory by creating a negative
transaction and decreasing the quantity on hand. If Lot/Serial Numbers
apply, the costing detail records are also updated.
 The Component Items are returned to inventory by creating a positive
transaction and increasing the quantity on hand. If Lot/Serial Numbers
apply, the costing detail records are also updated.
 The Production History files for Bill of Materials are updated to include these
transactions.
 The General Ledger entry for the Daily Transaction Register is created.

 What if I have Work Order and want to reverse a Work Order:
 Work Order does NOT offer a reversal function. Therefore, you must use Bill of Materials
Disassembly Entry to reverse a work order production entry.
 If reversing a WO Entry, the labor transactions will NOT be reversed. BoM Reversal Entry ONLY
takes care of the inventory components.
 However, you could use a Miscellaneous Item (with a Production Entry reversal type) to reverse
the labor amounts. If multiple activity codes and work centers were used in Work Order Labor
transactions, you may also have to use multiple miscellaneous item codes to ensue the correct
GL accounts are affected with the reversal.
 OR, you can exclude the labor through miscellaneous items, and reverse that affect with a journal
entry. Just be careful with this, as you need to ensure inventory valuations remain correct with
the Inventory Valuation / Trial Balance reports.
 If the Work Order contained Outside Processing Charges, those must also be reversed using a
Miscellaneous Code (which should be the same codes used within the PO tied to the work order)

 A Few Final Thoughts:
 It’s a good idea to run an Inventory Valuation or Trial Balance before you update a
Production Reversal. Then, run it again afterward and ensure the valuations are correct…
and still agree to the GL.
 If your disassembly is for something you purchased and you are salvaging the parts, pay
attention to the unit costs being assigned to the individual components during the
disassembly. They may need to be adjusted if you want to recapture the full amount of
your purchase. Otherwise, any difference will be posted to a variance account.
 Make sure your reversals are for the correct Bill Revision.
 If you are using Option Bills, make sure you select the same options are the original
production to keep the components the same.

Paperless – Quick Survey
 If you’re not already, who wants to
use the following Paperless
Capabilities:
 Journals & Registers
 Period End Reports
 Reports
 If you’re not already, who wants to
use the following Paperless Forms:
 AR Invoices
 AR Statements
 AP Checks/Direct Deposit Stubs
 PR Checks
 Purchase Orders
 PO – Return Orders
 Sales Orders
 Sales Order Invoices
 Return Merchandise
Authorizations (RMA)

Q & A

Thank You for
Attending!!!
If you have any questions or need further
assistance with your system or business
initiatives please contact us:
BCS ProSoft
118 W Nakoma Dr
San Antonio, TX 78216
210-308-5505
Donna.Amato@bcsprosoft.com
Kathi.Graf@bcsprosoft.com
Eduardo.Guillen@bcsprosoft.com
Patrick.Haley@bcsprosoft.com
Thomas.Schulze@bcsprosoft.com

Sage 100 User Group Meeting | October 2018

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Sage 100 User Group Meeting | October 2018

Editor's Notes