Sage 100

If someone wants to create a new payroll check form, are they required to initiate a new payroll data entry batch if one doesn't already exist?  If so, an enhancement would make this process a whole lot easier. 

Many times I use Crystal Reports to format the check on my office computer then copy it to the customer system after first creating the new form.  Today, I had to create a test payroll batch with two employees, run the tax update, create the new generic form code, then copy the modified form in place.  Seems risky, and it has a lot of steps for something that should be seemingly simple!

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------

Actually, what I am looking for is available using Report Manager in Library Master, Setup.  I should have thought of that.  In the end a payroll has to be set up to test it but I always test it on my test system before installing it on the live system

An empty batch can be created which helps a little, however you are still required to enter the pay cycle, period and check dates etc. It would be nice if there was an easier way to do this in the payroll module.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------

Original Message:
Sent: 10-18-2021 15:00
From: David Overholt
Subject: Process for Creating a New Payroll Check Form

Have you tried just created the batch and not put any transactions in? I know in SO Invoicing just creating the batch allows me to get to the print screen with the form code button.

 

I'm not sure if doing that would allow you there in Payroll since it might still want you to calculate taxes, but it is worth a try.

 

 

 

 

Don't miss out on our 2021 Sage 100 User Group is coming up.: View the details

*********************

 

Thanks

David Overholt

DWD Technology Group, Inc.

9921 Dupont Circle Drive West, Suite 300 | Fort Wayne, IN 46825

260.423.2414 main

800.232.8913 toll free

sagesupport@dwdtechgroup.com

www.dwdtechgroup.com

 

I am not a fan of setting up forms under the MAS_XXX\reports folder   Luckily, most of my users only have one company and I do use the report manager to create forms in the MAS\system.  Just a personal preference. 

Back in the day (mid 00's), I pulled this from a Summit session.  Steps you through the process of adding additional master templates.

Adding new forms to report Templates

1. In Windows Explorer make a copy of SO_SalesOrder2.rpt and rename it to SO_SalesOrder5.rpt open the report and change the text box to "Picking Sheet"
2. Return to Data File Display and Maintenance and open mas_system\ SY_ReportManagerTemplate.M4T

• Select S/O000SALESORDERPRINTING_UI.ORDER
• Press the 'Edit' button and Select Field number '4 TemplateDesc$'
• In the 'Change' field type "Picking Sheet" and click 'OK'
• When prompted to 'Remove old key' press 'NO'.
• Use the VCR buttons to click forward one record it should be the "picking sheet" record you just created.
• Click the 'Edit' button and select "5 RPTName$"
• In the Change field type SO_SalesOrder5.rpt
• When prompted to 'Remove old key' press 'YES' (Note You may not get this second prompt).

------------------------------
Jeff Schwenk
FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 10-18-2021 15:25
From: Doug Higgs
Subject: Process for Creating a New Payroll Check Form

Actually, what I am looking for is available using Report Manager in Library Master, Setup.  I should have thought of that.  In the end a payroll has to be set up to test it but I always test it on my test system before installing it on the live system

An empty batch can be created which helps a little, however you are still required to enter the pay cycle, period and check dates etc. It would be nice if there was an easier way to do this in the payroll module.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------


Original Message:
Sent: 10-18-2021 15:00
From: David Overholt
Subject: Process for Creating a New Payroll Check Form

Have you tried just created the batch and not put any transactions in? I know in SO Invoicing just creating the batch allows me to get to the print screen with the form code button.

 

I'm not sure if doing that would allow you there in Payroll since it might still want you to calculate taxes, but it is worth a try.

 

 

 

 

Don't miss out on our 2021 Sage 100 User Group is coming up.: View the details

*********************

 

Thanks

David Overholt

DWD Technology Group, Inc.

9921 Dupont Circle Drive West, Suite 300 | Fort Wayne, IN 46825

260.423.2414 main

800.232.8913 toll free

sagesupport@dwdtechgroup.com

www.dwdtechgroup.com

 

Thank you @Jeff Schwenk !  This is great information.
​

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------

Original Message:
Sent: 10-18-2021 17:19
From: Jeff Schwenk
Subject: Process for Creating a New Payroll Check Form

I am not a fan of setting up forms under the MAS_XXX\reports folder   Luckily, most of my users only have one company and I do use the report manager to create forms in the MAS\system.  Just a personal preference.

Back in the day (mid 00's), I pulled this from a Summit session.  Steps you through the process of adding additional master templates.

Adding new forms to report Templates

1. In Windows Explorer make a copy of SO_SalesOrder2.rpt and rename it to SO_SalesOrder5.rpt open the report and change the text box to "Picking Sheet"
2. Return to Data File Display and Maintenance and open mas_system\ SY_ReportManagerTemplate.M4T

• Select S/O000SALESORDERPRINTING_UI.ORDER
• Press the 'Edit' button and Select Field number '4 TemplateDesc$'
• In the 'Change' field type "Picking Sheet" and click 'OK'
• When prompted to 'Remove old key' press 'NO'.
• Use the VCR buttons to click forward one record it should be the "picking sheet" record you just created.
• Click the 'Edit' button and select "5 RPTName$"
• In the Change field type SO_SalesOrder5.rpt
• When prompted to 'Remove old key' press 'YES' (Note You may not get this second prompt).

------------------------------
Jeff Schwenk
FORMER 90M Board Member -140,000,000 is a TERRIBLE thing to waste!!!
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------


Original Message:
Sent: 10-18-2021 15:25
From: Doug Higgs
Subject: Process for Creating a New Payroll Check Form

Actually, what I am looking for is available using Report Manager in Library Master, Setup.  I should have thought of that.  In the end a payroll has to be set up to test it but I always test it on my test system before installing it on the live system

An empty batch can be created which helps a little, however you are still required to enter the pay cycle, period and check dates etc. It would be nice if there was an easier way to do this in the payroll module.

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles


Original Message:
Sent: 10-18-2021 15:00
From: David Overholt
Subject: Process for Creating a New Payroll Check Form

Have you tried just created the batch and not put any transactions in? I know in SO Invoicing just creating the batch allows me to get to the print screen with the form code button.

 

I'm not sure if doing that would allow you there in Payroll since it might still want you to calculate taxes, but it is worth a try.

 

 

 

 

Don't miss out on our 2021 Sage 100 User Group is coming up.: View the details

*********************

 

Thanks

David Overholt

DWD Technology Group, Inc.

9921 Dupont Circle Drive West, Suite 300 | Fort Wayne, IN 46825

260.423.2414 main

800.232.8913 toll free

sagesupport@dwdtechgroup.com

www.dwdtechgroup.com