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I have a user who recently upgraded from 2014 to S

  • 1.  I have a user who recently upgraded from 2014 to S

    Posted 07-05-2017 10:37
    I have a user who recently upgraded from 2014 to Sage 100c v2017. I'm scheduled to give them an overview of new features. I am wondering if you have had any feedback from existing users on a new feature or two that they were really excited to use. Aside from expanded field length I'm struggling to find much that is of real interest. This is for a company that has been using Sage 7+ years so all the typical ""do you know Sage can do this"" have largely been done. The only universal new feature seems to be auto-complete and even that seems nominally interesting.


  • 2.  RE: I have a user who recently upgraded from 2014 to S

    Posted 07-05-2017 10:51
    One of my favorites is Expense Distribution Tables in AP. Check the box to ""Allow Total Distribution to be Less Than 100 Percent"" in Accounts Payable Options. Then when you set up the table in Expense Distribution Table Maintenance, you can leave the Percent amount at zero and the table becomes simply an account listing. Works great where the accounts stay the same but the amounts change.


  • 3.  RE: I have a user who recently upgraded from 2014 to S

    Posted 07-05-2017 10:54
    How about one click GL reversal, Application Scaling, Themes, Task Scheduler (to automate imports, updates and report printing), PO History and availability of DSD's basic Multi-Bin?


  • 4.  RE: I have a user who recently upgraded from 2014 to S

    Posted 07-05-2017 10:56
    These are good features. I have 6-9 heads down SO data entry folks, 3-4 PO people and 2-3 accounting. I'm hoping for some universal things that everyone can use but I think it's going to be one or two things for each department.


  • 5.  RE: I have a user who recently upgraded from 2014 to S

    Posted 07-05-2017 11:07
    Oh, and didn't they add level 3 processing and one click credit card re-auth? Plus ability to define length of quote expiration date?


  • 6.  RE: I have a user who recently upgraded from 2014 to S

    Posted 07-05-2017 11:34
    one that all users might be interested n is the auto-complete when entering customers, vendors, inventory items. ""keep open"" on custom reports - maybe in other places too since they are coming from 2014.


  • 7.  RE: I have a user who recently upgraded from 2014 to S

    Posted 07-05-2017 11:44
    The one I like is menu items disappear when user doesn't have rights to access menu choice.


  • 8.  RE: I have a user who recently upgraded from 2014 to S

    Posted 07-05-2017 12:51
    Thanks, everyone - I forgot about the menu choice. I have a pretty good list that I worked up.


  • 9.  RE: I have a user who recently upgraded from 2014 to S

    Posted 07-05-2017 13:40
    Windows 10 is one compelling reason to upgrade from 2014 - may as well remind them of that.


  • 10.  RE: I have a user who recently upgraded from 2014 to S

    Posted 07-05-2017 18:12
    Are the users aware they can put commonly used tasks to the favorites menu? Or if multiple company, the right click, open with feature? Or even the 'Report Settings/Save As' feature for customized reporting? I often find users don't know some of the basic functionality that's been available for a few years.


  • 11.  RE: I have a user who recently upgraded from 2014 to S

    Posted 07-05-2017 18:18
    There are features that have been around for years that I don't know about and use. Everyone gets into a comfort rut. Very hard to get out of.


  • 12.  RE: I have a user who recently upgraded from 2014 to S

    Posted 07-06-2017 12:02
    Don't forget to point out explorer views as a way to find info. And the tutorials that can be used a refresher to remind users of features often overlooked.