Sage 100

Well, they'll probably going to completely ignore this again, but getting coordination of Crystal versions among various Sage products.  If no one on the round table has any control over that, can they at least let us know who to get on stage with Beth at the next MOTM?

What is going on with Bank Feeds and Office 365 integration

What is going on with Bank Feeds and Office 365 integration

What is going on with Bank Feeds and Office 365 integration

Can the product keys (activate.pvx) be copied to terminal servers automatically (for new installs / added users / license updates)? 

Or even better, not rely on a workstation copy of activate.pvx (and instead always use the license key from the Sage server instead)?

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

@Kevin Moyes - Just in response to you but with no intention to change or add more info for your inquiry for the roundtable (as I think it would cause confusion):

The feature for Workstation Setup to copy the activate.pvx from the server's \Keys folder to the client side \Keys folder when Terminal Server / RDP / RDS was detected used to be in the workstation installer of old days but it failed half the time (due to whatever kind of issue / error it would run into). I think they took it out at some point but I'm not 100% certain. Also back in an even older day, before the copy feature was added, when the product was simpler and had no dependencies on .NET Framework, you could actually have multiple locations / folders for Workstation Setup on a Terminal Server, each location using its single user license for each user. However it all got confusing for consultants to implement and Sage Support to support, and it was easier for everyone to copy the activate.pvx over. That's when Support asked R&D to create the copy feature during the Wkstn install, which is probably no longer there today. Also BTW the way ProvideX works in client/server environment isn't conducive to pulling the license from a central location.

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


Original Message:
Sent: 09-10-2024 18:25
From: Kevin Moyes
Subject: Sage Development Roundtable

Can the product keys (activate.pvx) be copied to terminal servers automatically (for new installs / added users / license updates)? 

Or even better, not rely on a workstation copy of activate.pvx (and instead always use the license key from the Sage server instead)?

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

When in the 2025 release schedule will 64-bit be the only choice where 32-bit goes away? One of the primary concerns holding back partners today from implementing more 64-bit is unknown compatibility with 3rd party apps. We know some of that info is published (somewhere) by Sage for integrated apps but it would be great if you can encourage the whole ISV community to publish and notify the channel themselves about their applications' 64-bit compatibility. Some of the ISVs are good about doing that today, while others not.

• PO Quote Feature: Looks promising. It would be great if Sage could roadmap this for Sales Orders as well-totally agree with Bob Pfahnl on that.

• HR Module: Not really sold on it. I'm cautious about add-ons that start off free and then become less so. Your experience likely differs. Without being able to tell a client stories about 3+ businesses just like theirs where I've helped implement this, I find it's often "no sale". Using a domain expert to "help" is a great way to work my way into free project management / unpaid complaint department status. YMMV and just my .02

• Bank Feeds and Sage Connect: Surprised that Sage didn't anticipate the need for NFR copies to work across multiple consultant computers, especially with consolidation and remote work. Feels like Bank Feeds, as they stand, are a limited solution.

• Sage Connect Survey: Kind of odd that while Sage Connect is being promoted, Sage is just now surveying customers about their invoicing and payment processes and interest in new payment functionalities. Sorry but this is strange. Especially given that competitors are already very active in the market ( Click to Pay, Quadient, etc )

• SQL in SPP: It's cool to see less expensive SQL in the Sage Partner Portal, but hopefully, Sage truly ironed out licensing issues with Microsoft so we don't get surprise updates about SQL pricing later on.

• Crystal Reports: Good news-Sage is moving toward using a single version. 

• 64-Bit Requirement: Starting with Sage 100 2026, 64-bit will be a requirement. I think this was mentioned before, but now it's officially on the horizon. (cue the theme from Jaws ... )
  
  Overall this was one of the best development presentations - thanks for pulling it together. Sage did seem to read and try to address all the pre-meeting questions which I give them credit for.

So the part about PO, SO quotes - is the issue in SO just that if you create a new sales order and copy it from a Quote (thus leaving the quote out there), there isn't a "link" back to the quote?

• PO Quote Feature: Looks promising. It would be great if Sage could roadmap this for Sales Orders as well-totally agree with Bob Pfahnl on that.

• HR Module: Not really sold on it. I'm cautious about add-ons that start off free and then become less so. Your experience likely differs. Without being able to tell a client stories about 3+ businesses just like theirs where I've helped implement this, I find it's often "no sale". Using a domain expert to "help" is a great way to work my way into free project management / unpaid complaint department status. YMMV and just my .02

• Bank Feeds and Sage Connect: Surprised that Sage didn't anticipate the need for NFR copies to work across multiple consultant computers, especially with consolidation and remote work. Feels like Bank Feeds, as they stand, are a limited solution.

• Sage Connect Survey: Kind of odd that while Sage Connect is being promoted, Sage is just now surveying customers about their invoicing and payment processes and interest in new payment functionalities. Sorry but this is strange. Especially given that competitors are already very active in the market ( Click to Pay, Quadient, etc )

• SQL in SPP: It's cool to see less expensive SQL in the Sage Partner Portal, but hopefully, Sage truly ironed out licensing issues with Microsoft so we don't get surprise updates about SQL pricing later on.

• Crystal Reports: Good news-Sage is moving toward using a single version. 

• 64-Bit Requirement: Starting with Sage 100 2026, 64-bit will be a requirement. I think this was mentioned before, but now it's officially on the horizon. (cue the theme from Jaws ... )
  
  Overall this was one of the best development presentations - thanks for pulling it together. Sage did seem to read and try to address all the pre-meeting questions which I give them credit for.

I think so - I don't have customers using SO Quotes - I thought it was also brought up that the quote goes away if you change from a quote to an SO. (Disclaimer: I don't use this feature , I could be wrong, just my understanding from the meeting )

So the part about PO, SO quotes - is the issue in SO just that if you create a new sales order and copy it from a Quote (thus leaving the quote out there), there isn't a "link" back to the quote?

• PO Quote Feature: Looks promising. It would be great if Sage could roadmap this for Sales Orders as well-totally agree with Bob Pfahnl on that.

• HR Module: Not really sold on it. I'm cautious about add-ons that start off free and then become less so. Your experience likely differs. Without being able to tell a client stories about 3+ businesses just like theirs where I've helped implement this, I find it's often "no sale". Using a domain expert to "help" is a great way to work my way into free project management / unpaid complaint department status. YMMV and just my .02

• Bank Feeds and Sage Connect: Surprised that Sage didn't anticipate the need for NFR copies to work across multiple consultant computers, especially with consolidation and remote work. Feels like Bank Feeds, as they stand, are a limited solution.

• Sage Connect Survey: Kind of odd that while Sage Connect is being promoted, Sage is just now surveying customers about their invoicing and payment processes and interest in new payment functionalities. Sorry but this is strange. Especially given that competitors are already very active in the market ( Click to Pay, Quadient, etc )

• SQL in SPP: It's cool to see less expensive SQL in the Sage Partner Portal, but hopefully, Sage truly ironed out licensing issues with Microsoft so we don't get surprise updates about SQL pricing later on.

• Crystal Reports: Good news-Sage is moving toward using a single version. 

• 64-Bit Requirement: Starting with Sage 100 2026, 64-bit will be a requirement. I think this was mentioned before, but now it's officially on the horizon. (cue the theme from Jaws ... )
  
  Overall this was one of the best development presentations - thanks for pulling it together. Sage did seem to read and try to address all the pre-meeting questions which I give them credit for.

It's true that if you just change a Quote to an Order the quote goes away, but if you start a new order and COPY FROM the quote, the quote stays out there.  But there is no hidden linkage.

I think so - I don't have customers using SO Quotes - I thought it was also brought up that the quote goes away if you change from a quote to an SO. (Disclaimer: I don't use this feature , I could be wrong, just my understanding from the meeting )

So the part about PO, SO quotes - is the issue in SO just that if you create a new sales order and copy it from a Quote (thus leaving the quote out there), there isn't a "link" back to the quote?

• PO Quote Feature: Looks promising. It would be great if Sage could roadmap this for Sales Orders as well-totally agree with Bob Pfahnl on that.

• HR Module: Not really sold on it. I'm cautious about add-ons that start off free and then become less so. Your experience likely differs. Without being able to tell a client stories about 3+ businesses just like theirs where I've helped implement this, I find it's often "no sale". Using a domain expert to "help" is a great way to work my way into free project management / unpaid complaint department status. YMMV and just my .02

• Bank Feeds and Sage Connect: Surprised that Sage didn't anticipate the need for NFR copies to work across multiple consultant computers, especially with consolidation and remote work. Feels like Bank Feeds, as they stand, are a limited solution.

• Sage Connect Survey: Kind of odd that while Sage Connect is being promoted, Sage is just now surveying customers about their invoicing and payment processes and interest in new payment functionalities. Sorry but this is strange. Especially given that competitors are already very active in the market ( Click to Pay, Quadient, etc )

• SQL in SPP: It's cool to see less expensive SQL in the Sage Partner Portal, but hopefully, Sage truly ironed out licensing issues with Microsoft so we don't get surprise updates about SQL pricing later on.

• Crystal Reports: Good news-Sage is moving toward using a single version. 

• 64-Bit Requirement: Starting with Sage 100 2026, 64-bit will be a requirement. I think this was mentioned before, but now it's officially on the horizon. (cue the theme from Jaws ... )
  
  Overall this was one of the best development presentations - thanks for pulling it together. Sage did seem to read and try to address all the pre-meeting questions which I give them credit for.

Sorry, missed the roundtable due to vacation taking a higher priority.  A few years back, the SO quote was not written to SO history so if you deleted the quote, there was no history record.  Is this still the case?  RE bank feeds, is this a long-term product that Sage is supporting and improving?  Regarding HRMS, where is Sage's head with this?  They tried selling a 75(?) employee license of Abra HRMS at a steeply discounted rate but failed to support it.  They are half-heartedly maintaining/supporting Sage HRMS these days and the interface to Sage 100 PR is STILL problematic and a pain.  

Was there any mention of requiring the ISV's to release updates X days after a Sage release?

It's true that if you just change a Quote to an Order the quote goes away, but if you start a new order and COPY FROM the quote, the quote stays out there.  But there is no hidden linkage.

I think so - I don't have customers using SO Quotes - I thought it was also brought up that the quote goes away if you change from a quote to an SO. (Disclaimer: I don't use this feature , I could be wrong, just my understanding from the meeting )

So the part about PO, SO quotes - is the issue in SO just that if you create a new sales order and copy it from a Quote (thus leaving the quote out there), there isn't a "link" back to the quote?

• PO Quote Feature: Looks promising. It would be great if Sage could roadmap this for Sales Orders as well-totally agree with Bob Pfahnl on that.

• HR Module: Not really sold on it. I'm cautious about add-ons that start off free and then become less so. Your experience likely differs. Without being able to tell a client stories about 3+ businesses just like theirs where I've helped implement this, I find it's often "no sale". Using a domain expert to "help" is a great way to work my way into free project management / unpaid complaint department status. YMMV and just my .02

• Bank Feeds and Sage Connect: Surprised that Sage didn't anticipate the need for NFR copies to work across multiple consultant computers, especially with consolidation and remote work. Feels like Bank Feeds, as they stand, are a limited solution.

• Sage Connect Survey: Kind of odd that while Sage Connect is being promoted, Sage is just now surveying customers about their invoicing and payment processes and interest in new payment functionalities. Sorry but this is strange. Especially given that competitors are already very active in the market ( Click to Pay, Quadient, etc )

• SQL in SPP: It's cool to see less expensive SQL in the Sage Partner Portal, but hopefully, Sage truly ironed out licensing issues with Microsoft so we don't get surprise updates about SQL pricing later on.

• Crystal Reports: Good news-Sage is moving toward using a single version. 

• 64-Bit Requirement: Starting with Sage 100 2026, 64-bit will be a requirement. I think this was mentioned before, but now it's officially on the horizon. (cue the theme from Jaws ... )
  
  Overall this was one of the best development presentations - thanks for pulling it together. Sage did seem to read and try to address all the pre-meeting questions which I give them credit for.

Sorry, missed the roundtable due to vacation taking a higher priority.  A few years back, the SO quote was not written to SO history so if you deleted the quote, there was no history record.  Is this still the case?  RE bank feeds, is this a long-term product that Sage is supporting and improving?  Regarding HRMS, where is Sage's head with this?  They tried selling a 75(?) employee license of Abra HRMS at a steeply discounted rate but failed to support it.  They are half-heartedly maintaining/supporting Sage HRMS these days and the interface to Sage 100 PR is STILL problematic and a pain.  

Was there any mention of requiring the ISV's to release updates X days after a Sage release?

It's true that if you just change a Quote to an Order the quote goes away, but if you start a new order and COPY FROM the quote, the quote stays out there.  But there is no hidden linkage.

I think so - I don't have customers using SO Quotes - I thought it was also brought up that the quote goes away if you change from a quote to an SO. (Disclaimer: I don't use this feature , I could be wrong, just my understanding from the meeting )

So the part about PO, SO quotes - is the issue in SO just that if you create a new sales order and copy it from a Quote (thus leaving the quote out there), there isn't a "link" back to the quote?

• PO Quote Feature: Looks promising. It would be great if Sage could roadmap this for Sales Orders as well-totally agree with Bob Pfahnl on that.

• HR Module: Not really sold on it. I'm cautious about add-ons that start off free and then become less so. Your experience likely differs. Without being able to tell a client stories about 3+ businesses just like theirs where I've helped implement this, I find it's often "no sale". Using a domain expert to "help" is a great way to work my way into free project management / unpaid complaint department status. YMMV and just my .02

• Bank Feeds and Sage Connect: Surprised that Sage didn't anticipate the need for NFR copies to work across multiple consultant computers, especially with consolidation and remote work. Feels like Bank Feeds, as they stand, are a limited solution.

• Sage Connect Survey: Kind of odd that while Sage Connect is being promoted, Sage is just now surveying customers about their invoicing and payment processes and interest in new payment functionalities. Sorry but this is strange. Especially given that competitors are already very active in the market ( Click to Pay, Quadient, etc )

• SQL in SPP: It's cool to see less expensive SQL in the Sage Partner Portal, but hopefully, Sage truly ironed out licensing issues with Microsoft so we don't get surprise updates about SQL pricing later on.

• Crystal Reports: Good news-Sage is moving toward using a single version. 

• 64-Bit Requirement: Starting with Sage 100 2026, 64-bit will be a requirement. I think this was mentioned before, but now it's officially on the horizon. (cue the theme from Jaws ... )
  
  Overall this was one of the best development presentations - thanks for pulling it together. Sage did seem to read and try to address all the pre-meeting questions which I give them credit for.

Quotes are in the SO History file

Sorry, missed the roundtable due to vacation taking a higher priority.  A few years back, the SO quote was not written to SO history so if you deleted the quote, there was no history record.  Is this still the case?  RE bank feeds, is this a long-term product that Sage is supporting and improving?  Regarding HRMS, where is Sage's head with this?  They tried selling a 75(?) employee license of Abra HRMS at a steeply discounted rate but failed to support it.  They are half-heartedly maintaining/supporting Sage HRMS these days and the interface to Sage 100 PR is STILL problematic and a pain.  

Was there any mention of requiring the ISV's to release updates X days after a Sage release?

It's true that if you just change a Quote to an Order the quote goes away, but if you start a new order and COPY FROM the quote, the quote stays out there.  But there is no hidden linkage.

I think so - I don't have customers using SO Quotes - I thought it was also brought up that the quote goes away if you change from a quote to an SO. (Disclaimer: I don't use this feature , I could be wrong, just my understanding from the meeting )

So the part about PO, SO quotes - is the issue in SO just that if you create a new sales order and copy it from a Quote (thus leaving the quote out there), there isn't a "link" back to the quote?

• PO Quote Feature: Looks promising. It would be great if Sage could roadmap this for Sales Orders as well-totally agree with Bob Pfahnl on that.

• HR Module: Not really sold on it. I'm cautious about add-ons that start off free and then become less so. Your experience likely differs. Without being able to tell a client stories about 3+ businesses just like theirs where I've helped implement this, I find it's often "no sale". Using a domain expert to "help" is a great way to work my way into free project management / unpaid complaint department status. YMMV and just my .02

• Bank Feeds and Sage Connect: Surprised that Sage didn't anticipate the need for NFR copies to work across multiple consultant computers, especially with consolidation and remote work. Feels like Bank Feeds, as they stand, are a limited solution.

• Sage Connect Survey: Kind of odd that while Sage Connect is being promoted, Sage is just now surveying customers about their invoicing and payment processes and interest in new payment functionalities. Sorry but this is strange. Especially given that competitors are already very active in the market ( Click to Pay, Quadient, etc )

• SQL in SPP: It's cool to see less expensive SQL in the Sage Partner Portal, but hopefully, Sage truly ironed out licensing issues with Microsoft so we don't get surprise updates about SQL pricing later on.

• Crystal Reports: Good news-Sage is moving toward using a single version. 

• 64-Bit Requirement: Starting with Sage 100 2026, 64-bit will be a requirement. I think this was mentioned before, but now it's officially on the horizon. (cue the theme from Jaws ... )
  
  Overall this was one of the best development presentations - thanks for pulling it together. Sage did seem to read and try to address all the pre-meeting questions which I give them credit for.

@Beth Bowers - I stand corrected, Thanks.  I dug a little deeper into my confusion.  MASTER and RECURRING orders are NOT history!  Perhaps that is what I meant to say.  Does anyone know of a business reason why Sage would not write these SO types to history?

Quotes are in the SO History file

Sorry, missed the roundtable due to vacation taking a higher priority.  A few years back, the SO quote was not written to SO history so if you deleted the quote, there was no history record.  Is this still the case?  RE bank feeds, is this a long-term product that Sage is supporting and improving?  Regarding HRMS, where is Sage's head with this?  They tried selling a 75(?) employee license of Abra HRMS at a steeply discounted rate but failed to support it.  They are half-heartedly maintaining/supporting Sage HRMS these days and the interface to Sage 100 PR is STILL problematic and a pain.  

Was there any mention of requiring the ISV's to release updates X days after a Sage release?

It's true that if you just change a Quote to an Order the quote goes away, but if you start a new order and COPY FROM the quote, the quote stays out there.  But there is no hidden linkage.

I think so - I don't have customers using SO Quotes - I thought it was also brought up that the quote goes away if you change from a quote to an SO. (Disclaimer: I don't use this feature , I could be wrong, just my understanding from the meeting )

So the part about PO, SO quotes - is the issue in SO just that if you create a new sales order and copy it from a Quote (thus leaving the quote out there), there isn't a "link" back to the quote?

• PO Quote Feature: Looks promising. It would be great if Sage could roadmap this for Sales Orders as well-totally agree with Bob Pfahnl on that.

• HR Module: Not really sold on it. I'm cautious about add-ons that start off free and then become less so. Your experience likely differs. Without being able to tell a client stories about 3+ businesses just like theirs where I've helped implement this, I find it's often "no sale". Using a domain expert to "help" is a great way to work my way into free project management / unpaid complaint department status. YMMV and just my .02

• Bank Feeds and Sage Connect: Surprised that Sage didn't anticipate the need for NFR copies to work across multiple consultant computers, especially with consolidation and remote work. Feels like Bank Feeds, as they stand, are a limited solution.

• Sage Connect Survey: Kind of odd that while Sage Connect is being promoted, Sage is just now surveying customers about their invoicing and payment processes and interest in new payment functionalities. Sorry but this is strange. Especially given that competitors are already very active in the market ( Click to Pay, Quadient, etc )

• SQL in SPP: It's cool to see less expensive SQL in the Sage Partner Portal, but hopefully, Sage truly ironed out licensing issues with Microsoft so we don't get surprise updates about SQL pricing later on.

• Crystal Reports: Good news-Sage is moving toward using a single version. 

• 64-Bit Requirement: Starting with Sage 100 2026, 64-bit will be a requirement. I think this was mentioned before, but now it's officially on the horizon. (cue the theme from Jaws ... )
  
  Overall this was one of the best development presentations - thanks for pulling it together. Sage did seem to read and try to address all the pre-meeting questions which I give them credit for.

Re: this VBScript deprecation post, is there another Sage DEV Roundtable in the works?

@Beth Bowers - I stand corrected, Thanks.  I dug a little deeper into my confusion.  MASTER and RECURRING orders are NOT history!  Perhaps that is what I meant to say.  Does anyone know of a business reason why Sage would not write these SO types to history?

Quotes are in the SO History file

Sorry, missed the roundtable due to vacation taking a higher priority.  A few years back, the SO quote was not written to SO history so if you deleted the quote, there was no history record.  Is this still the case?  RE bank feeds, is this a long-term product that Sage is supporting and improving?  Regarding HRMS, where is Sage's head with this?  They tried selling a 75(?) employee license of Abra HRMS at a steeply discounted rate but failed to support it.  They are half-heartedly maintaining/supporting Sage HRMS these days and the interface to Sage 100 PR is STILL problematic and a pain.  

Was there any mention of requiring the ISV's to release updates X days after a Sage release?

It's true that if you just change a Quote to an Order the quote goes away, but if you start a new order and COPY FROM the quote, the quote stays out there.  But there is no hidden linkage.

I think so - I don't have customers using SO Quotes - I thought it was also brought up that the quote goes away if you change from a quote to an SO. (Disclaimer: I don't use this feature , I could be wrong, just my understanding from the meeting )

So the part about PO, SO quotes - is the issue in SO just that if you create a new sales order and copy it from a Quote (thus leaving the quote out there), there isn't a "link" back to the quote?

• PO Quote Feature: Looks promising. It would be great if Sage could roadmap this for Sales Orders as well-totally agree with Bob Pfahnl on that.

• HR Module: Not really sold on it. I'm cautious about add-ons that start off free and then become less so. Your experience likely differs. Without being able to tell a client stories about 3+ businesses just like theirs where I've helped implement this, I find it's often "no sale". Using a domain expert to "help" is a great way to work my way into free project management / unpaid complaint department status. YMMV and just my .02

• Bank Feeds and Sage Connect: Surprised that Sage didn't anticipate the need for NFR copies to work across multiple consultant computers, especially with consolidation and remote work. Feels like Bank Feeds, as they stand, are a limited solution.

• Sage Connect Survey: Kind of odd that while Sage Connect is being promoted, Sage is just now surveying customers about their invoicing and payment processes and interest in new payment functionalities. Sorry but this is strange. Especially given that competitors are already very active in the market ( Click to Pay, Quadient, etc )

• SQL in SPP: It's cool to see less expensive SQL in the Sage Partner Portal, but hopefully, Sage truly ironed out licensing issues with Microsoft so we don't get surprise updates about SQL pricing later on.

• Crystal Reports: Good news-Sage is moving toward using a single version. 

• 64-Bit Requirement: Starting with Sage 100 2026, 64-bit will be a requirement. I think this was mentioned before, but now it's officially on the horizon. (cue the theme from Jaws ... )
  
  Overall this was one of the best development presentations - thanks for pulling it together. Sage did seem to read and try to address all the pre-meeting questions which I give them credit for.