From the Customer Upgrade Guide:
What's New in Version 2017
This chapter describes the enhancements added in Sage 100 2017. Global changes
are listed first, followed by module-specific changes.
Global
Enhanced Auto-Complete
When using the auto-complete feature, your search criteria is compared with all
words within the searched fields. Previously the feature considered only the
beginning of the text in the searched fields.
For example, if you have a customer named Allen's Appliance Repair and a
customer named Appliance Services, typing Appl in the Customer No. field results in
a list that incudes both customers.
In addition, the number of fields included in the search has been expanded. For
example, to search for a vendor by phone number, start typing the phone number,
digits only, in the Vendor No. field.
After adding new records, you'll need to run the Build Search Index utility on the
Library Master Utilities menu to index those records so that they appear in the
auto-complete search.
For more information on this feature, see Auto-Complete Search in the help.
Build Search Index Utility
To activate the enhanced auto-complete feature, run the Build Search Index utility
on the Library Master Utilities menu. If you do not run the utility, auto-complete will
work as it did before this update.
Run the utility after creating new customer, vendor, and item records so that the
records are indexed and appear in the auto-complete results. Running the utility
updates the index for all of your companies.
You can use Task Scheduler to automatically run the indexing utility on a regular
basis.
Full Text Search Option in Lookup Windows
A Full Text option has been added to the Search list in Lookup windows. When you
select Full Text, your search criteria is compared with the data in all columns
available in the Lookup window.
Note that your search criteria must match the beginning of a word. For example, if
you have a customer named Hydromart and a customer named Martin Supply, when
you type Mart, Martin Supply will appear in the search results, but Hydromart will not.
Search for Empty Fields in Lookup Windows
You can now search for fields that do not contain any value in Lookup windows. After
selecting a field from the Search list, select Is Empty from the operand list, and then
click Find.
Maintain Commodity Codes for Miscellaneous and Inventory
Items
You can now maintain a list of commodity codes and associate them with
miscellaneous and inventory items. Commodity codes are included with the data
sent when processing Level 3 credit card transactions in the Sales Order module.
? Commodity Code Maintenance has been added to the Common Information
Setup menu. Use this task to maintain a list of commodity codes and their
descriptions. The codes and descriptions are available in the lookup views for
Commodity Code fields. You can click the Apply button to assign a commodity
code to a range of items.
? The Commodity Code Import Wizard, available on the Common Information
Utilities menu, guides you through importing commodity codes from tab-delimited
text files.
? A Commodity Code field has been added to the Main tab in Miscellaneous Item
Maintenance and the Additional tab in Item Maintenance. You can enter an
existing code or create a new one on the fly.
? A Commodity Code field has been added to the Main tab in Product Line
Maintenance. A Commodity Code check box has been added to the Apply
Product Line Information window so that you can apply the code entered in
Product Line Maintenance to the selected inventory items within the product line.
? When an item is selected in Sales Order Entry and S/O Invoice Data Entry, the
code entered in the item's maintenance task is the default value in the
Commodity Code field, but it can be changed.
? A new Commodity Desc field displays the commodity code description in Sales
Order Entry and S/O Invoice Data Entry.
Prior and Next Buttons for Calendar Window
Prior and Next buttons have been added to the Calendar window. You can use the
buttons to quickly change from month to month.
Resizable Memo Maintenance Window
You can now resize the Memo Maintenance window by dragging the lower-right
corner of the window.
Ability to Suppress ""Remove Forms"" Message
A module option in Role Maintenance allows you to suppress the message that
reminds you to replace forms with paper after printing.
To no longer see this message, clear the Show Prompt to Remove Forms From
Printer check box in the Common Information section.
Larger Font for Selected Reports
The font size used for selected reports has been increased to improve readability.
These reports previously used a 6 point font. The new font is horizontally equivalent
to the previous font, but it is 30 to 40 percent taller.
Cancel Button Available When Printing Reports
You can now cancel report printing by clicking the Cancel button on the message
window that appears while the report is processing. Note that clicking the Cancel
button will cause the report's task window to close, even if you have selected the
Keep Open After Print check box.
New Options on Help Ribbon
Several buttons have been added to the Help ribbon on the standard Desktop. The
new options include the ability to:
? Access the Sage 100 knowledgebase
? Start a chat session with Sage 100 tech support
? Create a support ticket
You must log in to use some of these features.
Accounts Receivable
Ability to Accept ACH Payments
You can now enter ACH payments in the following tasks:
? A/R Invoice Data Entry
? Cash Receipts Entry
? Repetitive Invoice Entry
To enable this feature, you must have a Sage Payment Solutions account that is set
up for ACH payments. You can then enable the feature on the Payments tab in
Company Maintenance and set up ACH payment types in Payment Type
Maintenance. For more information, see Set Up Credit Card and ACH Payment
Processing in the help.
To accommodate this feature, some tasks, fields, and tabs have been renamed to
reference ""payments"" instead of ""credit cards."" Details are in the following sections.
ACH Payment Processing
ACH payments are submitted to Sage Payment Solutions as part of the Cash
Receipts Journal and A/R Sales Journal update process. They cannot be processed
individually. For more information, see Process ACH Payment Transactions in the
help.
Data Entry Tasks
The following changes were made in the data entry tasks.
? The Credit Card tab has been renamed; it is now the Payment tab. Fields related
to ACH payments have been added, and the Payment ID field has replaced the
Card ID field.
? On the Payment tab, the Fix button is available based on the Allow to Override
ACH Payment Transaction security event in Role Maintenance.
? ACH payment related fields have been added to the Cash Receipts Deposit
window and the Cash Receipts Entry Header tab.
Maintenance Tasks
The following changes were made in maintenance tasks:
? In Payment Type Maintenance, you can now select ACH Payment as the
payment method.
? On the Customer Maintenance Additional tab, the Payment ID field has replaced
the Card ID field. ACH payment-related fields have been added.
? On the Customer Maintenance Invoices and Transactions tabs, ACH payments
now appear in the secondary grid.
The Customer Credit Card Maintenance window has been renamed Customer
Credit Card and ACH Payment Maintenance. ACH payment-related fields have
been added to the window.
? In Invoice History Inquiry, an ACH account field displays the last four digits of the
ACH payment bank account for invoices with ACH payments. A Payment
Information button has replaced the Credit Card Information button. The button
opens the new Payment Information window to view additional details about the
payment.
? See Company Maintenance Changes for ACH Payments on page 8 in the
Library Master section for information about that task.
Reports and Listings
? The option to print customers' ACH payment information has been added to the
Customer Listing task window. The last four digits of the bank account appear on
the listing.
? On the Deposit Transaction Report, the last four digits of the bank account
appear for ACH payments in the renamed Credit Card/ACH/Reference/Check
Number column.
? The Credit Card Settlement Report has been renamed Credit Card and ACH
Settlement Report. ACH payments are included on the report.
Changing Transaction Information
A new security event, Allow to Override ACH Payment Transactions, has been
added. This security event enables the Fix button on the Payments tab in A/R
Invoice Data Entry and Cash Receipts Entry, which lets users update ACH payment
transaction information.
Bank Reconciliation
Option to Keep Bank Reconciliation Report Window Open
The following check boxes have been added to the Bank Reconciliation Report task
window:
? Keep Window Open After Print
? Keep Window Open After Preview
Note that the task window will automatically close when updating the report, even if
the check boxes are selected.
Improved Export to Excel for Reports
When exporting Bank Reconciliation reports to Microsoft Excel, the resulting Excel
file is easier to view and manipulate.
? The minimum font size is 8 points.
? Empty columns and rows are minimized.
Customer Relationship Management
Sage CRM 7.3 SP3 is now included with Sage 100. For information on what's new in
this version, see Sage CRM 7.3 SP3 Release Notes. This document is available in
the Documentation folder within the Sage CRM installation program. To access this
guide, click the Documentation link on the Autorun screen that appears when you
start the Sage CRM installation program.
General Ledger
Improved Export to Excel for Financial Reports
When exporting financial reports to Microsoft Excel, the resulting Excel file is easier
to view and manipulate.
? The minimum font size is 8 points.
? Empty columns and rows are minimized.
Library Master
Search Added to Role Maintenance
After selecting a role in Role Maintenance, you can click the Search button and enter
search criteria. A list of matching tasks, security events, and module options
appears, and you can select one to go to its location on the applicable tab.
Company Maintenance Changes for ACH Payments
The following changes were made to support the ACH payment processing feature.
? The Credit Card tab has been replaced with the Payment tab.
? The Enable Credit Card Processing check box has been replaced with the
Enable Payments field. You can select whether to accept credit cards, ACH
payments, both payment types, or neither option.
Sales Order
Ability to Accept ACH Payments
You can now enter ACH payments in the following tasks:
? Sales Order Entry
? S/O Invoice Data Entry
To enable this feature, you must have a Sage Payment Solutions account that is set
up for ACH payments. You can then enable the feature on the Payments tab in
Company Maintenance and set up ACH payment types in Payment Type
Maintenance. For more information, see Set Up Credit Card and ACH Payment
Processing in the help.
To accommodate this feature, the following changes were made in the data entry
tasks.
? The Credit Card tab has been renamed; it is now the Payment tab. Fields related
to ACH payments have been added, and the Payment ID field has replaced the
Card ID field.
? On the Payment tab in Invoice Data Entry, the Fix button is available based on
the Allow to Override ACH Payment Transaction security event in Role
Maintenance.
ACH Payment Processing
ACH payments are submitted to Sage Payment Solutions as part of the Sales
Journal update process. They cannot be processed individually. For more
information, see Process ACH Payment Transactions in the help.
Changes in 2017
Chapter 3
This chapter describes the workflow changes made for the 2017 release that you
should be aware of. Installation and global changes are listed first followed by
module changes and retirements.
Accounts Receivable
Changes For ACH Payment Processing
As part of the ACH payments enhancement, the following changes were made:
? In Accounts Receivable Options, the Allow Credit Cards field was renamed Allow
Credit Cards / ACH Payments.
? In Customer Maintenance, the Card ID field was renamed Payment ID, and the
Credit Cards button was renamed Credit Cards/ACH.
? The Customer Credit Card Maintenance window was renamed Customer Credit
Card and ACH Payment Maintenance.
? In Customer Credit Card and ACH Payment Maintenance, the following items
were renamed:
? The Card ID field was renamed Payment ID.
? The Add New Card button was renamed Add New.
? The Edit Card button was renamed Edit.
? The Customer Credit Card Listing was renamed Customer Credit Card and ACH
Payment Listing.
? In Invoice Data Entry, Repetitive Invoice Entry, and Cash Receipts Entry, the
following changes were made:
? The Credit Card tab was renamed Payment.
? The Card ID field was renamed Payment ID.
? The Submit Card button was renamed Submit Card/ACH Account.
? The Credit Card Settlement Report was renamed Credit Card and ACH
Settlement Report.
? The Clear Credit Card Information utility was renamed Clear Credit Card and
ACH Information.
For more information on this enhancement, see Ability to Accept ACH Payments on
page 6.
Credit Card Processing
Sage Exchange Desktop No Longer Automatically Installed
Sage Exchange Desktop (SED) is no longer automatically installed when adding a
customer credit card or processing a credit card transaction. You must install the
program on each workstation that will be used to process credit card or ACH
payments.
The SED installation program has been added to the Productivity Applications
screen within the Sage 100 installation program and to the Workstation Setup
installation program. For more information, see the Sage Exchange section in the
Sage 100 Installation and System Administrator's Guide, or refer to the data
conversion checklist for the Sage 100 version that you're upgrading from. The
checklists are in Appendix A beginning on page 132.
Library Master
Changes for ACH Payments
As part of the ACH payments enhancement, the following changes were made in
Company Maintenance:
? The Credit Card Processing tab was renamed Payments
? The Enable Credit Card Processing check box was replaced with an Enable
Payments field to accommodate both credit cards and ACH payments.
For more information on this enhancement, see Ability to Accept ACH Payments on
page 6.
Sales Order
Changes for ACH Payments
As part of the ACH payments enhancement, the following changes were made in
Sales Order Entry and S/O Invoice Data Entry.
? The Credit Card tab was renamed Payment.
? The Card ID field was renamed Payment ID.
? The Submit Card button was renamed Submit Card/ACH Account.