Learn how you can get the most out of your Sage 100 ERP system. For the full webinar check out our website www.rklesolutions.com

1. FOCUSED. ON YOU.
SAGE 100
TIPS AND TRICKS
Presented By:
MADELINE STEFANOU
Date: May 26th, 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. Sage 100 Tips and Tricks
• Favorites Tasks in Folders
• Office Merge
• Rebuild Sort Files
• Sage 100, execute in “MAS90” mode
• Payroll Time Off (v2.18+)
• Retaining Terminated Employees
• Visual Integrator Tips
• Crystal Reports Tips
• Business Insights Explorer
• Sales Order Automatic Prepayment Apply
• Crediting Sales Tax

6. Favorites Tasks In Folders
1. Expose task
2. Create Favorites folder
3. Drag task into folder

7. Office Merge
• Available in most Sage 100 screens
• Merges to Word or Excel
• Merge to multiple records from Explorer
• Under-used, under-appreciated

8. Rebuild Sort Files
• For FIFO/LIFO/Lot/Serial Items
• Adjust IM_ItemWarehouse to match Summary of Quantity On Order
• Common symptom: incorrect quantities in Item Inquiry
• Order of performance: Work Order, Sales Order, Purchase Order,
Inventory Management
(answer “Yes” to all questions)

9. Sage 100 “non-service” mode
1. Browse to new server..MAS90Home folder
2. Open pvxwin32.exe file
3. Type: RUN “startup.m4p press Enter
4. Old Version prior to 4.0 the command is: RUN “MAS90

10. Payroll Time Off Tracking
Determines when employee begins
to accrue time off, annual date for
hours reset, and whether carryover
time is available.
Automatically populates as time is
accrued and taken. All values except
Hours Available can be manually
overridden.
Determines number of hours
accrued and method of accrual.

11. Retaining Terminated Employees
• Purged At Year-End
• Based on number of years Payroll History
(Payroll > Setup > Payroll Options)
Minimum 4 years (includes current
year)

12. Visual Integrator Tips
• Eliminate Carriage/Line Feeds in Imports
• Limit an Export to Today’s Date
• Read Temp Fields Before Key Fields

13. Visual Integrator Tips
Eliminate Carriage/Line Feeds in Exports
1. Add a Temp Field to export job
2. Insert the Field with to be “stripped”, change operation to
Calculate
3. Enter formula: SUB(string$,search$,replace$)
$0D0A$ = carriage return and line feed
$0D$ = carriage return only
$0A$ = line feed only

14. Visual Integrator Tips
Eliminate Carriage/Line Feeds in Imports

15. Visual Integrator Tips
Limit an Export Job’s Records to Today’s Date
1. Click the Select tab.
2. Choose the Date field by which you wish to limit the export.
3. Relation: set to Equal To.
4. Selection Value:
EVS(“DTE(DAY)”)

16. Visual Integrator Tips
Read Temp Fields Before Key Fields
Case Study
• Importing into table PR_Employee
• PR_Employee table’s key field is PR_EmployeeKey
• PR_EmployeeKey consists of Department Code + Employee Number
• Source file Department Code and Employee Number are in separate
columns in source file

17. Visual Integrator Tips
Read Temp Fields Before Key Fields
1. Data Field #1 (Replace): Temp1 = Department Code Column
2. Data Field #2 (Calculate): Temp2 = Employee Number Column

18. Visual Integrator Tips
Read Temp Fields Before Key Fields
3. EmployeeKey = Temp1 + Temp2

19. Crystal Reports Tips
• Display Multiple Parameter Values
• Insert Euro Symbol
• PII Fields available for reports trick
• Printing Color Coded Lines
• Assigning a Default Report Setting to Another
User

20. Crystal Reports Tips
Display Multiple Parameter Values
1. Create Formula:
join({?Param},', ')
2. Add formula to report

21. Crystal Reports Tips
Insert Euro Symbol
1. Insert Text field into report
2. Press the following three keys: CTRL-ALT-E

22. Crystal Reports Tips
Reports with PII (Personally Identifiable Information) Data
1. Create blank report (no tables).
2. Add report to menu
1. Via Report Manager
2. Click box to add PII tables
3. Finish report design
1. Access via Report Manager
2. Add PII tables as needed

23. Crystal Reports Tips
Reports with PII (Personally Identifiable Information) Data
Add report to menu – Version 2020

24. Crystal Reports Tips
Reports with PII (Personally Identifiable Information) Data
Add report to menu – Versions 2018 and 2019

25. Crystal Reports Tips
Printing Color Coded Lines
1. Assign background color to section
2. Add condition formula:
If recordnumber mod 2 = 0 then crsilver else crnocolor

26. Crystal Reports Tips
Assigning a Default Report Setting to Another User
1. Create the report setting
2. Log in as a different user and create a different report setting
3. Copy the first report setting to the second report setting

27. Business Insights Explorer
• Dynamic Reporting
• No report design training required
• Standard views
• Users can create custom views

28. Business Insights Explorer
• Business Insights > Explore – or –
Module > Explore
• Modify columns
• Add filters and groups
• Preview, print, export

29. Business Insights Explorer
Data
Drilldown
Data
Grouping Filtering

30. Sales Order Automatic Prepayment Apply
1. Enter Prepayment
• Cash Receipts Entry
• Assign a new invoice number
2. Enter invoice
• Use same invoice number as above
• Totals will not reflect prepayment
3. Post Invoice
• Prepayment will be deducted from balance
Available only for invoices not entered in Shipping Data Entry

31. Credit Sales Tax
• Option One – Customer does not need corrected invoice
• Option Two – Customer needs corrected invoice

32. Credit Sales Tax
Option One – Customer does not need corrected invoice
1. Sales Order – enter a credit memo
2. Lines – enter original item(s):
• Line 1 – negative quantity, nontaxable
• Line 2 – positive quantity, taxable
NOTE: If you have Avalara, and use AvaTax the process is slightly different

33. Credit Sales Tax
Option Two – Customer needs corrected invoice
1. Sales Order – enter a credit memo
• Same tax schedule as original invoice
• Same item codes as original invoice, taxable
• If needed, modify sales tax total to match original tax
2. Sales Order – enter new invoice, you can “COPY”

34. Thank you for attending!