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Alternative to Knowledgesync (Sage Alerts and Workflows)

  • 1.  Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-17-2026 21:42

    Does anyone know of an alternative to Knowledgesync (Sage Alerts and Workflows)?  They are not going to make it compatible with 64 bit ODBC.  I know it connects with SQL, however my client is not looking to go to the SQL version of Sage 100.



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------


  • 2.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-17-2026 23:37

    For general automated reporting: Visual Cut.

    https://milletsoftware.com/Visual_CUT.htm 

    If you need new / changed record functionality, that is part of the ActionQ software (which can trigger parameterized reports based on the new / changed data).

    https://milletsoftware.com/ActionQ.htm

    We have VC installed at dozens of clients, and it is reliable / easy to use / cost effective. There is a webinar recording in the Google drive somewhere I believe.

    ActionQ is newer and with a less-than-pretty interface, but it works well for the handful of clients we use it for.



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 3.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-18-2026 00:09

    @Kevin Moyes do either of these provide alerts to employees when the next step is ready for a workflow process?



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------



  • 4.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-18-2026 00:24

    VC is a Crystal Reports tool, where you can run a report for things like month end sales, invoices posted yesterday, order on Hold, negative inventory... burst appropriately (so SP only see sales for their customers, warehouse managers only get their numbers...).

    ActionQ is can monitor for a "change" status.  If you want to send an email where a checkbox is newly set to "Y", that is possible.

    ActionQ detects the change, and then triggers a Visual Cut report (AQ passing a parameter like an order# to VC), which sends the email.  It's all configured manually, but the instructions are well documented... and Ido is great to work with.

    Once upon a time Ido offered a free copy for demo / testing purposes to 90-Minds members, if you want to play around with it.

    Ido Millet <ido@MilletSoftware.com>



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 5.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-18-2026 08:35

    @Michele Herzog - check with David Speck.  I know it took a lot of work, but he has it working with a recent large client of mine that went to 64 bit with 2025.



    ------------------------------
    Beth Bowers
    Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
    (269) 358-0989
    ------------------------------



  • 6.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-18-2026 08:47

    Would you have a source for this: 

    "They are not going to make it compatible with 64 bit ODBC. "



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Connecticut
    ------------------------------



  • 7.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-18-2026 11:55

    Greg Swallow with Knowledgesync.



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------



  • 8.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-18-2026 12:52
    Edited by Alnoor Cassim 03-18-2026 13:49

    Michele - On a recent upgrade to v2024 Advanced I was helping somebody with, Sage 64-bit was installed; ergo, the 64-bit ODBC driver was being used by Sage and by the Crystal Reports designer. However, 64-bit created the problem with KnowledgeSync / Sage Alerts issue you mentioned. However, I noticed when I went to the 32-bit ODBC administrator (c:\windows\sysWOW64\odbcad32.exe) that the Drivers tab showed "MAS 90 4.0 ODBC Driver" was available. I went to the System DSN tab and was able to successfully create the 32-bit silent connect DSN that KnowledgeSync wanted and we were good to go, all while Sage and Crystal designer were still successfully running 64-bit ODBC.

    So I'm saying you may also see the 32-bit ODBC driver installed on your 64-bit Sage. Hopefully.



    ------------------------------
    Alnoor Cassim
    Accounting Systems, Inc. (ASI)
    ------------------------------



  • 9.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-18-2026 14:03

    I haven't spent a lot of time researching this however one item I came across had the same suggestion as @Alnoor Cassim that the 64-bit might have to be searched for rather than presented as the default.



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Connecticut
    ------------------------------



  • 10.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-18-2026 14:22

    I posted a question for Sage to confirm the plan... *fingers crossed*

    https://communityhub.sage.com/us/sage100/f/technical-and-installation-discussions/265332/v2026-and-32-bit-odbc



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 11.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-18-2026 14:27



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 12.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-18-2026 22:04

    Thank you so much @Kevin Moyes, @Alnoor Cassim, @Beth Bowers and @Wayne Schulz.

    1) @David Speck II, did you do the same process as Alnoor?

         I went to the 32-bit ODBC administrator (c:\windows\sysWOW64\odbcad32.exe) that the Drivers tab showed "MAS 90 4.0 ODBC Driver" was available. I then went to the System DSN tab and was able to successfully create the 32-bit silent connect DSN that KnowledgeSync wanted and we were good to go, all while Sage was still successfully running 64-bit ODBC.

    2)  @David Speck II and @Alnoor Cassim, was your client already using Sage Alerts and Work Flow on a 32 bit version of Sage 100 when you converted them to the 64 bit version of Sage 100?  If yes, did you experience any issues with Sage by having it connected to Sage Alerts and Work Flow?

    3) @David Speck II and @Alnoor Cassim has having Sage Alerts and Workflow connected to Sage created any issues with Sage?  Like writing back to Sage?



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------



  • 13.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-19-2026 00:36

    @Beth Bowers, just realized you said it is your client that David Speck made it work on.

    1) Was your client already using Sage Alerts and Work Flow on a 32 bit version of Sage 100 when you converted them to the 64 bit version of Sage 100?  If yes, did you experience any issues with Sage by having it connected to Sage Alerts and Work Flow?

    2) Has having Sage Alerts and Workflow connected to Sage created any issues with Sage?  Like writing back to Sage?



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------



  • 14.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-19-2026 09:03

    Sage hasn't experienced any issues, but I wouldn't expect it to, since Alerts doesn't write back, as far as I know.



    ------------------------------
    Beth Bowers
    Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
    (269) 358-0989
    ------------------------------



  • 15.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-19-2026 09:45

    The workflow portion of Sage Alerts (& Workflow) does write back to Sage.  We have quite a few clients that have work flow processes (like PO Approvals) that when the user receives an SAW Email they respond and it updates fields in Sage Purchase Order (as an example).  In that case, we have SAW on a different server than the APP Server (in our case they are also SQL so it is installed on the SQL Server). 



    ------------------------------
    Madeline Stefanou
    RKL eSolutions, LLC
    ------------------------------



  • 16.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-19-2026 09:47

    Cool.  My client is not doing that, so can't speak to whether there were issues.



    ------------------------------
    Beth Bowers
    Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
    (269) 358-0989
    ------------------------------



  • 17.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-19-2026 13:55

    @Madeline StefanouIt sounds like since the 32 bit ODBC driver will still be installed, then SAW will continue to work.  I am definitely hearing for the Advanced version of Sage to put it on a different server.  Can you tell me what kind of issues you have seen so I can tell my client?



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------



  • 18.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-19-2026 16:50

    The ODBC drivers provided by Sage are read-only.  If anyone is writing to a Providex based system through ODBC, they must be providing a read/write driver.



    ------------------------------
    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------



  • 19.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-19-2026 23:48

    @Kevin Moyes, very good point!



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------



  • 20.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-19-2026 00:59

    Michele,

    I only realized at a later point the Sage version they came from (I don't know what that actually was sorry) was also 64-bit and they already had a 32-bit ODBC System DSN for K-Sync setup and working on that Sage server.

    No K-Sync/Sage Alerts has not created any issues with Sage 64-bit before or after the upgrade. Now I did not know K-Sync writes back to Sage, and for this client they wouldn't need that. But if you're telling me K-Sync can be set up to write back and does so using a Read-Write version of the ODBC driver (instead of BOI), that is news to me.



    ------------------------------
    Alnoor Cassim
    Accounting Systems, Inc. (ASI)
    ------------------------------



  • 21.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-19-2026 01:25

    @Alnoor Cassim on a client call with Greg Swallow from Knowledgesync he was talking about writing back to Sage on a yes\no checkbox or other UDF.  For me, the what ??? went off in my head.  I will ask him to elaborate on this.



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------



  • 22.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-19-2026 08:52

    If our client is SQL (Sage 100 Premium); then we put Knowledge Sync on the SQL Server since we don't have to instlall a Sage 100 Wkstn Client there, and it usually works just fine. 

    If our client is Advanced, if we have a different server to put it on we do.  If not, we use the App Server and it does sometimes cause issues.  v2026 will install both 32-Bit ODBC and 64-Bit ODBC, so it should not be an issue; right? 



    ------------------------------
    Madeline Stefanou
    RKL eSolutions, LLC
    ------------------------------



  • 23.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-26-2026 12:50

    Our Developer spoke with Greg Swallow and the technical resource Alex from KnowledgeSync. Here is a recap of the call.  They will be putting something in the documentation as well but wanted to get this to you before.   

    • KnowledgeSync/Sage Alert does not support 64 bit ODBC drivers for Sage 100 and they do not have any plans on supporting it because of the work around available.  64 Bit linked SQL server is supported and can run on SQL Express.
    • While Sage 100 does provide a 32/64 bit ODBC driver the issue has more to do with the 64 bit Crystal Designer not seeing the 32 bit DSN so unless the Crystal report was designed in a 32 bit designer this will cause an issue.
    • The work around is to create a Linked Server (64 bit) so both the Crystal report data source can be changed to OLEDB and the Ksync can also use the same SQL connection.
      • The only caveat here is that the Syntax in queries will change so DateDiff for example works differently with the ACCESS and PVX driver than the SQL driver.
    • We have seen some Crystal Runtime errors as well so I think the recommendation would still be to try and put Sage Alerts on a server separate from Sage 100 but this may depend on the version of Sage 100.
      • I have been able to get around these errors by uninstalling the 64 bit runtime and re-installing the 32 bit runtime. 


    ------------------------------
    Madeline Stefanou
    RKL eSolutions, LLC
    ------------------------------



  • 24.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-26-2026 13:31

    Wow, @Madeline Stefanou - thank you for spilling ALL the beans on this.  MUCH appreciated!



    ------------------------------
    Beth Bowers
    Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
    (269) 358-0989
    ------------------------------



  • 25.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-26-2026 14:01

    It has been a while, but we used to use BPA Platform (fka Task Centre).  Paul Cannon and Nicolle Laurier used to come to MOTM.  



    ------------------------------
    Gary Feldman
    Principal
    I-Business Network
    Marietta GA
    16786270646
    http://www-i-bn.net
    ------------------------------



  • 26.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 03-27-2026 07:32

    As another alternative (especially if you have access to an IT / Techie types), I would create PowerShell scripts that ran SQL queries (looking for some condition) using Windows Task Scheduler to schedule them. Both of those tools are free outside the labor.



    ------------------------------
    Steve Iwanowski, NextStep Technology Advisors, aka DSD Lancaster PA ¯\_(ツ)_/¯
    ------------------------------



  • 27.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 14 days ago

    FYI - For clients using providex, Knowledgesync now has a SQL based version that is best for providex clients that are new to Knowledgesync.  Since this will version can use either the full version of SQL or SQL Express, I'm thinking it would be ok on the same server as the Sage 100 Advanced install.  Access will not be involved.  Any thoughts on this?



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------



  • 28.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 14 days ago

    Sage announced earlier this week during that partner call that the 64-bit issue had been resolved.  Is this what they meant?



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------



  • 29.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 14 days ago

    That was a separate issue.  For the providex platforms of Sage, an Access database had to be used vs. a SQL database.  There is now a newer version of Knowledgesync that uses a SQL database with the Sage providex platform.  So, I'm thinking it should be fine being on the same server as Sage 100.



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------



  • 30.  RE: Alternative to Knowledgesync (Sage Alerts and Workflows)

    Posted 14 days ago

    Thanks. 

    FWIW, I've used Access and PTQ's for 20 years.  It seems more flexible than the Linked tables that SAW used.  Plus Access gets around the multiple database connection issues.



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------