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SAGE Development Roundtable - July 27, 2023

  • 1.  SAGE Development Roundtable - July 27, 2023

    Posted 06-22-2023 12:01

    Hi everyone - we are scheduling the next Sage Roundtable for Thursday, July 27, 2023, at 10 am Pacific Time/1 pm Noon Eastern.

    Register Here

    In the meantime, let's get the conversation started.

    Join Elliott Pritchard and the SAGE Team for the latest Sage Development Roundtable.

    Please feel free to add any subjects you would like to discuss below.   Please note that given this is the R&D group - we will not be recording, or discussing bundling, or pricing.  Thanks! 



    ------------------------------
    Anne Sawyer
    Executive Director
    90 Minds Inc.
    Sunset Beach CA
    15626651241
    ------------------------------


  • 2.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 06-23-2023 15:04

    Is there an install path for v2022 IRP that doesn't require PM to be installed (when the customer purchases IRP, but not PM)?  If there is, that can be documented somewhere obvious?



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



  • 3.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 07-05-2023 12:49

    I hope everyone enjoyed (or is still enjoying) the holiday!   I would love to get an update to Sage this week for the roundtable.   Make sure you submit any questions this week.  Thanks! 



    ------------------------------
    Anne Sawyer
    Executive Director
    90 Minds Inc.
    Sunset Beach CA
    15626651241
    ------------------------------



  • 4.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 07-06-2023 18:59

    Is Sage 100 native multi-currency still on the roadmap?  If so, will there be a migration path from DSD's version to the Sage version (without having to re-invent the wheel)?



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

    Original Message


  • 5.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 07-07-2023 12:16
    Edited by Kevin Moyes 07-07-2023 12:29

    With the v2023 change to the installer, where keys are not locked into Standard / Advanced / Premium, have the user counts been adjusted to accommodate that change?

    The way I understand it, Standard licenses have one reserved user added (for the Integration Engine), and Advanced / Premium have two reserved users added (for the Integration Engine, plus the Sage 100 service).

    So, if a formerly Standard client chooses to upgrade to Advanced / Premium on v2023, do we need new keys for the Sage 100 service, or has the v2023 programming been adjusted to handle that properly, and the user count the client pays for will be correct (available for use) in that scenario?

    Reference (from the upgrade guide):



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

    Original Message


  • 6.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 07-05-2023 13:35
    Edited by Wayne Schulz 07-05-2023 22:04

    Provide the ability to lock down home screen changes by users

    Create One Supported Platform Matrix Document Per Version

    Paperless Office Forms Should Always Save

    AR Customer Global Change - Salesperson

    Master Console Users Don't Match Details



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
    ------------------------------



  • 7.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 07-06-2023 18:20

    Option to print Manual Checks to Paperless

    In the Manual Check Printing window.



    ------------------------------
    Barbara Goldstein
    Sr. Consultant
    DSD Business Systems
    ------------------------------

    Original Message


  • 8.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 07-07-2023 09:51
    In Cash Receipts Entry, for Credit Card Deposits, select invoices and/or enter prepayments, process credit card transaction, then backfill the Deposit Amount.

    ---------------------------------
    Bob Pfahnl
    Manager - Silicon Valley
    DSD Business Systems
    ---------------------------------



    Original Message


  • 9.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 07-07-2023 15:07

    Thanks everyone!  I have shared with the Sage Team



    ------------------------------
    Anne Sawyer
    Executive Director
    90 Minds Inc.
    Sunset Beach CA
    15626651241
    ------------------------------



  • 10.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 07-27-2023 13:02

    Starting soon?



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

    Original Message


  • 11.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 07-27-2023 13:38

    I walked in late so I stood in the back.  Any shattering news?  I came in when the 64 bit install was being discussed.  What did I miss?



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

    Original Message


  • 12.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 07-27-2023 13:46

    @Jeff Schwenk  as soon as I have the recording I will post it for you.  I do not think you missed too much. 



    ------------------------------
    Anne Sawyer
    Executive Director
    90 Minds Inc.
    Sunset Beach CA
    ------------------------------

    Original Message


  • 13.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 07-27-2023 14:34

    ???  I thought these sessions were top secret and not recorded.  Thanks again.



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

    Original Message


  • 14.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 07-27-2023 14:51

    Extended item description pop-ups during SO line entry: role permission to control.

    SO print flags reset for backorders, after the invoice is posted.

    (Something for PR that I didn't pay attention to...).



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

    Original Message


  • 15.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 07-28-2023 08:50

    @Kevin Moyes The "Something for PR" was that SAGE is adding visibility for a payroll manager using SAGE 100 will be able to see the payroll taxes rates and limits used in the payroll calculations. Think like the old Payroll Tax Tables. Some end users have been complaining this was missing in Payroll 2.0.



    ------------------------------
    Michael McDonald - Consultant
    Michael T McDonald CPA
    (616) 813-8887 - mike@mcdcpa.com
    ------------------------------

    Original Message


  • 16.  RE: SAGE Development Roundtable - July 27, 2023

    Posted 07-28-2023 09:27

    @Michael McDonald - Tax table rate visibility - FINNALLY!!!  Now if they will do something to allow check calculations when the internet is down.  This bit a user in the butt on Wednesday.  Local fiber was cut.  Service was out for the afternoon and evening.  I did suggest to ISP to get an alternative trunk line .....



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

    Original Message


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