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Sage 100 ERP 2014
Frequently asked questions

1. What’s new in Sage 100 ERP 2014?
Sage 100 ERP 2014 (formerly Sage ERP MAS 90 and 200) is the foundation for connecting
your business to provide a better customer experience, increase revenue, and make better
business decisions. Sage 100 ERP 2014 has the ability to connect your company to the
cloud, giving your business access to web and mobile capabilities to confidently run your
business. Sales and services people have access to customer information and while in the
field are able to invoice customers and collect payments. Procurement has deep visibility into
inventory to properly manage stock levels. Invoicing is done electronically, and only
exceptions are handled manually. Executives have analytics on all parts of the business,
connecting everything with Sage 100 ERP 2014.
Sage 100 ERP 2014 includes customer requested enhancements and new web and mobile
solutions. Enhancements include the ability to use Autocomplete to find customers, vendors,
and items faster, keep Custom Report and General Ledger report windows open, an invoice
list button in Accounts Payable Invoice Data Entry, Accounts Payable and Accounts
Receivable Repetitive Invoice Entry, and use the search grid window easier.

2. What are the top reasons for you to upgrade to Sage 100 ERP 2014?


Connect your business through the Sage Data Cloud, enabling you to easily connect
and expand your business with mobile and cloud solutions.



Get paid faster and empower customers to pay invoices online through Sage Billing
and Payment.



Increase revenue per salesperson and impress customers using the Sage Mobile
Sales app on your iPad.



Reduce stock outs and excess inventory, and increase profitability with Sage
Inventory Advisor.



Connect your salespersons through an iPhone app and track sales with Windows 8
using Sage CRM.



At a glance see the profitability of customers, products, and salespeople using the
Profitability Dashboard for Sage 100 ERP Intelligence Reporting.



Find customers, vendors, and items quickly by name or description in customer
number, vendor number, and item code entry fields with autocomplete.



Make custom reporting easier by keeping the custom report window open after preview
and print.

Page 1 of 6


Search easier when using the Search Grid window with improved column default
settings.



Find invoices easier with an invoice list button in Accounts Payable Invoice Data Entry,
Accounts Payable Repetitive Invoice Entry, and Accounts Receivable Repetitive Invoice
Entry.

3. When is Sage 100 ERP 2014 available?
Sage 100 ERP 2014 is available now. Sage 100 ERP customers on a Sage Business Care
plan can download a copy by logging on to the Customer Portal and then clicking on
www.Sage100ERP.com/download2014. Before you download, Sage recommends that you
check with your certified solution provider to assist with your upgrade.

4. What is Autocomplete?
Autocomplete allows you to enter the customer name, vendor name, or item description in the
respective customer number, vendor number, and item code fields for easier searching.

5. How have Custom Reports and General Ledger reporting improved?
There is now an option to keep the Custom Reports and Financial Reports windows open
after print or preview, which will save time when printing numerous reports.

6. How is searching using the Search Grid window easier?
When using the search grid, the Column Name field defaults to the first column name in the
grid (it used to default to the row number). For example, in A/P Invoice Data Entry, when you
click the Find Row button to open the Search Grid window, G/L Account is now the default
value in the Column Name field.

7. What are the enhancements for finding invoices?
An invoice list flashlight button has been added to Accounts Payable Invoice Data Entry,
Accounts Payable Repetitive Invoice Entry, and Accounts Receivable Repetitive Invoice
Entry. The new flashlight button allows you to easily search invoices already entered but not
yet posted.

8. Has payroll been enhanced?
Yes, Payroll has been updated to keep up to date with new changes in payroll requirements.
This includes the ability to report up to 16 Box 12 codes on W-2s, Puerto Rico W-2s, as well
as a new field for the Massachusetts Employer Medical Assistance Contribution rate in Tax
Table Maintenance.

Sage 100 ERP 2014–Frequently asked questions–3/3/14

Page 2 of 6
9. What are the details on the Electronic Reporting module and P/R and A/P Forms
retirement?
As previously announced, the Electronic Reporting module has been retired. Even though
Sage will no longer be updating the standard preprinted payroll and accounts payable tax
forms (W-2, 941, and 1099) and the Electronic Reporting module for all versions as of tax
filing year 2014, you will still have the ability to print all of these forms and many more using
the Federal or State eFiling menu tasks.
You will be able to print and/or electronically file W-2, 941, 1099, plus 250+ signature-ready
federal and state tax forms to plain paper. This means no more wasted time or frustration
trying to align preprinted forms and no more renaming .rpt files in order to get 941 forms
updated to show new tax year. When an eFiling update is released, you will be prompted to
install an automatic update to ensure you have the latest federal and state tax forms.

10. What is Federal and State eFiling and Reporting by Aatrix?
Federal and State eFiling and Reporting by Aatrix will has replaced the Electronic Reporting
module and the W-2, 1099, and 941 form printing tasks. Federal and State eFiling and
Reporting includes 250+ federal and state forms, such as W-2, W-3, 941, 1099,
Unemployment, Withholding, and New Hire forms, to facilitate filing payroll and accounts
payable tax forms. Companies will be able to print and/or eFile signature-ready state and
federal tax forms from within the Sage 100 ERP. You only incur fees for the forms you choose
to eFile electronically using Aatrix. There are no sign up or subscription fees. You can find
additional information on Federal and State eFiling and Reporting by clicking on the link.

11. What has changed with Sage 100 ERP Intelligence Reporting?
Sage 100 ERP Intelligence Reporting is now installed during the Sage 100 ERP workstation
setup, making installing Sage 100 ERP Intelligence Reporting a simpler process. Sage
Intelligence is now listed on the Module Menus toolbar and Tasks tab in Sage 100 ERP. Sage
100 ERP Intelligence Reporting is now compatible with both 32-bit and 64-bit versions of
Microsoft Excel® 2007, 2010, and 2013.

12. How has Sage 100 ERP Intelligence Reporting been enhanced?


The Report Designer Add-In is installed in the Report Designer by default, giving you two
methods to create financial reports depending on your Excel knowledge. If you’re more
familiar with Excel, the Report Designer Add-In enhances your Excel experience and
offers you maximum control and flexibility over your financial report layouts. The Report
Designer Add-In gives you a quick and responsive experience when designing and
viewing your financial reports through new In-Memory processing.



The user interface for Sage 100 ERP Intelligence Reporting has been updated to be
friendlier and easier to use.



The Designer report that includes the Layout Generator has been enhanced to be easier
to use and gives you more control over creating reports and the mapping process.

Sage 100 ERP 2014–Frequently asked questions–3/3/14

Page 3 of 6


New way to purchase: The Sage Intelligence Reporting Bundle



New report: The Sage ERP Intelligence Reporting Profitability Dashboard

To help you get started, a free introduction course is available on Sage University. Search
Sage 100 Intelligence to see a complete listing of available training courses.

13. What is the Sage ERP Intelligence Reporting Bundle?
The Sage ERP Intelligence Reporting Bundle is a new way to purchase Sage Intelligence and
is delivered under a subscription license with no long-term contract. Customers are licensed
to use the service as long as their monthly dues are current and they remain on an active
software support plan.
Rights to use the service include:


Unlimited number of Sage Intelligence Report Manager and Report Viewer licenses.



Report Designer and Connector modules.



Initial term contract of four months, monthly subscription thereafter.

Customers that have already purchased Sage Intelligence cannot switch to the Sage ERP
Intelligence Reporting Bundle. Sage Intelligence is available to be purchased through
individual users and modules outside of the Sage ERP Intelligence Reporting Bundle.

14. What is the Sage ERP Intelligence Reporting Profitability Dashboard, and how do I
get it?
The Sage ERP Intelligence Reporting Profitability Dashboard enables Sage 100 ERP users
to quickly identify the profitability of customers, products, and salespersons based on weekly,
monthly, quarterly, or annual segments.
The Sage ERP Intelligence Reporting Profitability Dashboard allows companies to:


Meet customer demand by identifying and focusing on high volume products.



Quickly identify top performing salespeople.



Make decisions quicker using meaningful graphics.

The Sage ERP Intelligence Reporting Profitability Dashboard is available as a report to import
into Sage Intelligence and can be downloaded on the Sage Support website. The Sage ERP
Intelligence Reporting Profitability Dashboard is included in the cost of your Sage Business
Care plan if you have purchased Sage Intelligence and is also included as part of your
monthly subscription if you have subscribed to Sage ERP Intelligence Reporting Bundle.
15. What’s new in Sage CRM for Sage 100 ERP 2014?
Significant development work was done to improve the connection and integration of Sage
100 ERP 2014 and Sage CRM 7.2 B. In addition, Sage CRM has released a Windows 8
application that works with Windows 8 tablets as well as desktops, called the Sage CRM

Sage 100 ERP 2014–Frequently asked questions–3/3/14

Page 4 of 6
Sales Tracker, and an iPhone application, called Sage CRM Sales Lite. These applications
allow for sales users to access information through mobile devices while in the field.
Sage CRM 7.2 B for Sage 100 ERP 2014 also provides connection to Facebook and Yammer
for social media access and an opportunity for broader collaboration across your business.
Sage CRM Reporting has been enhanced to provide better security and control.
For more detailed information on the Sage CRM for Sage 100 ERP 2014 enhancements,
please refer to the What’s New document on the Sage 100 ERP 2014 Release site.

16. What is the Sage Data Cloud?
The Sage Data Cloud allows your company to connect your on-premises Sage 100 ERP
system to the cloud, allowing you take advantage of new web and mobile solutions that
quickly and easily expand your Sage system. The Sage Data Cloud is part of Sage Business
Care and includes a free connector and unlimited data storage. You’ll be prepared for the
future with the Sage Data cloud and new web and mobile solutions from Sage.

17. What is Sage Billing and Payment?
Helping companies provide better customer service while improving accounts receivable
processes, cloud-based Sage Billing and Payment connects with Sage ERP systems to
reduce data entry and days to pay. With the ability to email invoices and receive payments
online, customize invoices and receipts, as well as give customers 24/7 online access to pay
their invoices, businesses can have a twenty-first century presence at an affordable price.
Sage Billing and Payment not only reduces A/R costs, but also improves visibility into
receivables thanks to real-time invoice stats like sent, opened, and paid—giving employees
time to focus on other tasks. For more detailed information on Sage Billing and Payment,
please refer to: www.SageMobileApps.com.

18. What is Sage Mobile Sales?
Sage Mobile Sales is a convenient and intuitive tablet app that empowers field salespeople to
close bigger deals through up-sell, cross-sell, and repeat sales and leave an impression with
customers. The smart catalog presents a product portfolio in a visually stunning and
meaningfully organized manner on an iPad and uses real-time Sage ERP inventory visibility
to increase the percentage of closing sales immediately. Email quotes and orders while onsite
as they are generated and get paid faster by taking payment while onsite or process it on
account. Add Sage Billing and Payment to send an electronic invoice with click-to-pay
features. For more detailed information on Sage Mobile Sales, please refer to:
www.SageMobileApps.com.

19. What is Sage Mobile Service?
Sage Mobile Service empowers your field technicians to deliver great customer service.
Impress your customers when technicians arrive on time, accesses the customer’s history
and current service order on their iPhone, takes before and after photos, collects customer

Sage 100 ERP 2014–Frequently asked questions–3/3/14

Page 5 of 6
signoff, and immediately process the payment while onsite. Great customer service continues
when estimates and receipts are sent through email keeping everyone informed. Dispatchers
use the service automation portal to see up-to-date status on each job, optimize their
technicians’ schedules, and assign an unplanned same-day job to the ideal technician.
Updates automatically show on the service tech’s iPhone, minimizing time-consuming office
and field interactions. For more detailed information on Sage Mobile Service, please refer to:
www.SageMobileApps.com.

20. What is Sage Inventory Advisor?
Sage Inventory Advisor is an affordable cloud solution that helps companies reduce stock
outs, excess inventory and working capital. It connects to Sage ERP data to deliver inventory
health-check, produce quality forecasts, reduce the time spent on manual tasks, and solve for
the optimal investment required to achieve target fill rates. A web-based solution, Sage
Inventory Advisor is easy to use and slashes time spent on forecasts and ordering. It can be
implemented cost effectively and used in just hours. Customers using Sage Inventory Advisor
experience up to 20% reduction in capital invested in stock, while improving fill rates by up to
10%. For more detailed information on Sage Inventory Advisor, please refer to:
www.SageInventoryAdvisor.com.

Sage 100 ERP 2014–Frequently asked questions–3/3/14

Page 6 of 6

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Sage 100 ERP Version 2014 Customer FAQ

  • 1. Sage 100 ERP 2014 Frequently asked questions 1. What’s new in Sage 100 ERP 2014? Sage 100 ERP 2014 (formerly Sage ERP MAS 90 and 200) is the foundation for connecting your business to provide a better customer experience, increase revenue, and make better business decisions. Sage 100 ERP 2014 has the ability to connect your company to the cloud, giving your business access to web and mobile capabilities to confidently run your business. Sales and services people have access to customer information and while in the field are able to invoice customers and collect payments. Procurement has deep visibility into inventory to properly manage stock levels. Invoicing is done electronically, and only exceptions are handled manually. Executives have analytics on all parts of the business, connecting everything with Sage 100 ERP 2014. Sage 100 ERP 2014 includes customer requested enhancements and new web and mobile solutions. Enhancements include the ability to use Autocomplete to find customers, vendors, and items faster, keep Custom Report and General Ledger report windows open, an invoice list button in Accounts Payable Invoice Data Entry, Accounts Payable and Accounts Receivable Repetitive Invoice Entry, and use the search grid window easier. 2. What are the top reasons for you to upgrade to Sage 100 ERP 2014?  Connect your business through the Sage Data Cloud, enabling you to easily connect and expand your business with mobile and cloud solutions.  Get paid faster and empower customers to pay invoices online through Sage Billing and Payment.  Increase revenue per salesperson and impress customers using the Sage Mobile Sales app on your iPad.  Reduce stock outs and excess inventory, and increase profitability with Sage Inventory Advisor.  Connect your salespersons through an iPhone app and track sales with Windows 8 using Sage CRM.  At a glance see the profitability of customers, products, and salespeople using the Profitability Dashboard for Sage 100 ERP Intelligence Reporting.  Find customers, vendors, and items quickly by name or description in customer number, vendor number, and item code entry fields with autocomplete.  Make custom reporting easier by keeping the custom report window open after preview and print. Page 1 of 6
  • 2.  Search easier when using the Search Grid window with improved column default settings.  Find invoices easier with an invoice list button in Accounts Payable Invoice Data Entry, Accounts Payable Repetitive Invoice Entry, and Accounts Receivable Repetitive Invoice Entry. 3. When is Sage 100 ERP 2014 available? Sage 100 ERP 2014 is available now. Sage 100 ERP customers on a Sage Business Care plan can download a copy by logging on to the Customer Portal and then clicking on www.Sage100ERP.com/download2014. Before you download, Sage recommends that you check with your certified solution provider to assist with your upgrade. 4. What is Autocomplete? Autocomplete allows you to enter the customer name, vendor name, or item description in the respective customer number, vendor number, and item code fields for easier searching. 5. How have Custom Reports and General Ledger reporting improved? There is now an option to keep the Custom Reports and Financial Reports windows open after print or preview, which will save time when printing numerous reports. 6. How is searching using the Search Grid window easier? When using the search grid, the Column Name field defaults to the first column name in the grid (it used to default to the row number). For example, in A/P Invoice Data Entry, when you click the Find Row button to open the Search Grid window, G/L Account is now the default value in the Column Name field. 7. What are the enhancements for finding invoices? An invoice list flashlight button has been added to Accounts Payable Invoice Data Entry, Accounts Payable Repetitive Invoice Entry, and Accounts Receivable Repetitive Invoice Entry. The new flashlight button allows you to easily search invoices already entered but not yet posted. 8. Has payroll been enhanced? Yes, Payroll has been updated to keep up to date with new changes in payroll requirements. This includes the ability to report up to 16 Box 12 codes on W-2s, Puerto Rico W-2s, as well as a new field for the Massachusetts Employer Medical Assistance Contribution rate in Tax Table Maintenance. Sage 100 ERP 2014–Frequently asked questions–3/3/14 Page 2 of 6
  • 3. 9. What are the details on the Electronic Reporting module and P/R and A/P Forms retirement? As previously announced, the Electronic Reporting module has been retired. Even though Sage will no longer be updating the standard preprinted payroll and accounts payable tax forms (W-2, 941, and 1099) and the Electronic Reporting module for all versions as of tax filing year 2014, you will still have the ability to print all of these forms and many more using the Federal or State eFiling menu tasks. You will be able to print and/or electronically file W-2, 941, 1099, plus 250+ signature-ready federal and state tax forms to plain paper. This means no more wasted time or frustration trying to align preprinted forms and no more renaming .rpt files in order to get 941 forms updated to show new tax year. When an eFiling update is released, you will be prompted to install an automatic update to ensure you have the latest federal and state tax forms. 10. What is Federal and State eFiling and Reporting by Aatrix? Federal and State eFiling and Reporting by Aatrix will has replaced the Electronic Reporting module and the W-2, 1099, and 941 form printing tasks. Federal and State eFiling and Reporting includes 250+ federal and state forms, such as W-2, W-3, 941, 1099, Unemployment, Withholding, and New Hire forms, to facilitate filing payroll and accounts payable tax forms. Companies will be able to print and/or eFile signature-ready state and federal tax forms from within the Sage 100 ERP. You only incur fees for the forms you choose to eFile electronically using Aatrix. There are no sign up or subscription fees. You can find additional information on Federal and State eFiling and Reporting by clicking on the link. 11. What has changed with Sage 100 ERP Intelligence Reporting? Sage 100 ERP Intelligence Reporting is now installed during the Sage 100 ERP workstation setup, making installing Sage 100 ERP Intelligence Reporting a simpler process. Sage Intelligence is now listed on the Module Menus toolbar and Tasks tab in Sage 100 ERP. Sage 100 ERP Intelligence Reporting is now compatible with both 32-bit and 64-bit versions of Microsoft Excel® 2007, 2010, and 2013. 12. How has Sage 100 ERP Intelligence Reporting been enhanced?  The Report Designer Add-In is installed in the Report Designer by default, giving you two methods to create financial reports depending on your Excel knowledge. If you’re more familiar with Excel, the Report Designer Add-In enhances your Excel experience and offers you maximum control and flexibility over your financial report layouts. The Report Designer Add-In gives you a quick and responsive experience when designing and viewing your financial reports through new In-Memory processing.  The user interface for Sage 100 ERP Intelligence Reporting has been updated to be friendlier and easier to use.  The Designer report that includes the Layout Generator has been enhanced to be easier to use and gives you more control over creating reports and the mapping process. Sage 100 ERP 2014–Frequently asked questions–3/3/14 Page 3 of 6
  • 4.  New way to purchase: The Sage Intelligence Reporting Bundle  New report: The Sage ERP Intelligence Reporting Profitability Dashboard To help you get started, a free introduction course is available on Sage University. Search Sage 100 Intelligence to see a complete listing of available training courses. 13. What is the Sage ERP Intelligence Reporting Bundle? The Sage ERP Intelligence Reporting Bundle is a new way to purchase Sage Intelligence and is delivered under a subscription license with no long-term contract. Customers are licensed to use the service as long as their monthly dues are current and they remain on an active software support plan. Rights to use the service include:  Unlimited number of Sage Intelligence Report Manager and Report Viewer licenses.  Report Designer and Connector modules.  Initial term contract of four months, monthly subscription thereafter. Customers that have already purchased Sage Intelligence cannot switch to the Sage ERP Intelligence Reporting Bundle. Sage Intelligence is available to be purchased through individual users and modules outside of the Sage ERP Intelligence Reporting Bundle. 14. What is the Sage ERP Intelligence Reporting Profitability Dashboard, and how do I get it? The Sage ERP Intelligence Reporting Profitability Dashboard enables Sage 100 ERP users to quickly identify the profitability of customers, products, and salespersons based on weekly, monthly, quarterly, or annual segments. The Sage ERP Intelligence Reporting Profitability Dashboard allows companies to:  Meet customer demand by identifying and focusing on high volume products.  Quickly identify top performing salespeople.  Make decisions quicker using meaningful graphics. The Sage ERP Intelligence Reporting Profitability Dashboard is available as a report to import into Sage Intelligence and can be downloaded on the Sage Support website. The Sage ERP Intelligence Reporting Profitability Dashboard is included in the cost of your Sage Business Care plan if you have purchased Sage Intelligence and is also included as part of your monthly subscription if you have subscribed to Sage ERP Intelligence Reporting Bundle. 15. What’s new in Sage CRM for Sage 100 ERP 2014? Significant development work was done to improve the connection and integration of Sage 100 ERP 2014 and Sage CRM 7.2 B. In addition, Sage CRM has released a Windows 8 application that works with Windows 8 tablets as well as desktops, called the Sage CRM Sage 100 ERP 2014–Frequently asked questions–3/3/14 Page 4 of 6
  • 5. Sales Tracker, and an iPhone application, called Sage CRM Sales Lite. These applications allow for sales users to access information through mobile devices while in the field. Sage CRM 7.2 B for Sage 100 ERP 2014 also provides connection to Facebook and Yammer for social media access and an opportunity for broader collaboration across your business. Sage CRM Reporting has been enhanced to provide better security and control. For more detailed information on the Sage CRM for Sage 100 ERP 2014 enhancements, please refer to the What’s New document on the Sage 100 ERP 2014 Release site. 16. What is the Sage Data Cloud? The Sage Data Cloud allows your company to connect your on-premises Sage 100 ERP system to the cloud, allowing you take advantage of new web and mobile solutions that quickly and easily expand your Sage system. The Sage Data Cloud is part of Sage Business Care and includes a free connector and unlimited data storage. You’ll be prepared for the future with the Sage Data cloud and new web and mobile solutions from Sage. 17. What is Sage Billing and Payment? Helping companies provide better customer service while improving accounts receivable processes, cloud-based Sage Billing and Payment connects with Sage ERP systems to reduce data entry and days to pay. With the ability to email invoices and receive payments online, customize invoices and receipts, as well as give customers 24/7 online access to pay their invoices, businesses can have a twenty-first century presence at an affordable price. Sage Billing and Payment not only reduces A/R costs, but also improves visibility into receivables thanks to real-time invoice stats like sent, opened, and paid—giving employees time to focus on other tasks. For more detailed information on Sage Billing and Payment, please refer to: www.SageMobileApps.com. 18. What is Sage Mobile Sales? Sage Mobile Sales is a convenient and intuitive tablet app that empowers field salespeople to close bigger deals through up-sell, cross-sell, and repeat sales and leave an impression with customers. The smart catalog presents a product portfolio in a visually stunning and meaningfully organized manner on an iPad and uses real-time Sage ERP inventory visibility to increase the percentage of closing sales immediately. Email quotes and orders while onsite as they are generated and get paid faster by taking payment while onsite or process it on account. Add Sage Billing and Payment to send an electronic invoice with click-to-pay features. For more detailed information on Sage Mobile Sales, please refer to: www.SageMobileApps.com. 19. What is Sage Mobile Service? Sage Mobile Service empowers your field technicians to deliver great customer service. Impress your customers when technicians arrive on time, accesses the customer’s history and current service order on their iPhone, takes before and after photos, collects customer Sage 100 ERP 2014–Frequently asked questions–3/3/14 Page 5 of 6
  • 6. signoff, and immediately process the payment while onsite. Great customer service continues when estimates and receipts are sent through email keeping everyone informed. Dispatchers use the service automation portal to see up-to-date status on each job, optimize their technicians’ schedules, and assign an unplanned same-day job to the ideal technician. Updates automatically show on the service tech’s iPhone, minimizing time-consuming office and field interactions. For more detailed information on Sage Mobile Service, please refer to: www.SageMobileApps.com. 20. What is Sage Inventory Advisor? Sage Inventory Advisor is an affordable cloud solution that helps companies reduce stock outs, excess inventory and working capital. It connects to Sage ERP data to deliver inventory health-check, produce quality forecasts, reduce the time spent on manual tasks, and solve for the optimal investment required to achieve target fill rates. A web-based solution, Sage Inventory Advisor is easy to use and slashes time spent on forecasts and ordering. It can be implemented cost effectively and used in just hours. Customers using Sage Inventory Advisor experience up to 20% reduction in capital invested in stock, while improving fill rates by up to 10%. For more detailed information on Sage Inventory Advisor, please refer to: www.SageInventoryAdvisor.com. Sage 100 ERP 2014–Frequently asked questions–3/3/14 Page 6 of 6