Sage City Forums for product questions and tips

February 23rd, 2015 by Lee Graham

Visit Sage City’s On-line Forums for questions and discussions of Sage product features.  Also short descriptive videos and an Ideas (suggestion box) area where you can voice your desires for new product features.  Click on the links below …

Sage 100 Forums   Sage 300 Forums  SageCRM Forums

Sage 100 ERP Keyboard “Quick keys” speed up your job

November 11th, 2014 by Lee Graham

Do you constantly switch between your mouse and keyboard when doing work in Sage 100 ERP?  Instead of clicking on an icon or button, you can use these keyboard shortcuts so you don’t have to constantly switch between keyboard and mouse.

Lookup button, use F2 key to display the Lookup window for the current field.
Print button, use F4 key to print the report or listing associated with the task.
Flashlight button, use F3 or Alt+L to display an alternate lookup window for current field.
Browse button, use CTRL+F5 to select first record, CTRL + F6 to select prior record, CTRL + F7 to select next record, CTRL + F8 to select last record.
Accept button, use CTRL+A to save the current record.
Cancel button, use CTRL+C to cancel the entry of the current record.
Delete button, use ALT+D to delete the current record.
Print, use ALT+P to print the current report.
Setup, use ALT+S to display printer settings.
OK button, use ALT+O to display the OK button for dialog boxes and line entry.
Copy From button, use ALT+O to open the Copy From window.
Help button, use SHIFT+F1 to display help text for the window.
Undo button, use ALT+U to undo line changes.
Insert Line button, use ALT+N to insert a line.
Delete Line button, use ALT+D to delete a line.
Batch button, use ALT+B to open a batch window.
Email button, use ALT+E to send an email to the entered email address.
Comment button, use ALT+O to display extended comments.
Credit Checking button, use ALT+K to display credit card info using the internet.
Package Tracking button, use ALT+T to enter a tracking ID number for shipment and check the status of the shipment.
Web button, use ALT+U to launch a website based on the URL in the field.
Next Number button, use ALT+X to select the next number for the field.
Show Image button, use ALT+S to show the image specified in the field.
Paperless PDF button, use ALT+F to open the PDF for the selected record.

xTuple University – New On Line Training available

August 24th, 2014 by Lee Graham

For xTuple users, this is an excellent resource – and there is a free trial available for you and your staff to view.  With high-definition videos, you can get started faster, dive deeper into complex topics, answer frequently asked questions, and provide dependable training for new employees.
Try their FREE Trial offer through October 12th and check out the training videos at xTuple University.   See:

Migrating from discontinued Sage software products

May 13th, 2014 by Lee Graham

Companies using discontinued Sage products can still receive discounts by migrating to one of Sage’s flagship products, including Sage 100 (MAS 90  and MAS 200), and Sage 300 (Accpac) under the Sage Investment Protection Plan.   Sage products being discontinued include:  SagePro, BusinessWorks, Batchmaster, Platinum for Windows, VisionPoint and Sage 500.  Companies will receive credits for their existing  user-licenses (for both companies on maintenance plans and off-plan) when they migrate.  The current incentives will last until September of 2014. 

Friendly Systems, Inc. can help you evaluate Sage 100 (MAS 90 & MAS 200),  Sage 300 (Accpac) and other products so you can consider your upgrade choices and take advantage of the Investment Protection Plan offer. 

xTuple ERP  Friendly Systems has also assisted companies in migrating from their expiring software to xTuple ERP, one of the top open-source manufacturing & distribution software packages.  xTuple ERP software offers several editions, continued improvements and an Open Source philosophy.  The Postbooks version is free, runs on the robust PostgreSQL database engine and serves as a platform for the more advanced commercial versions, but many businesses are running fine on the Postbooks version.  xTuple is listed in InfoWorld’s 2012 and 2013 Best of Open Source Software (Bossie Awards) in the ERP catagory.  Announced Sept 2014 – xTuple made InfoWorld’s 2014 Best of Open Source Software list.

Sage’s Platinum for Windows and SagePro being retired. Sage’s Migration offer also expires March 15th

January 17th, 2014 by Lee Graham

Sage’s Platinum for Windows and SagePro products are being retired as of March 31, 2014.

Sage Platinum For Windows was written using the Microsoft Visual Basic programming language. Microsoft ended support for Visual Basic in 2008.  SagePro is based on Microsoft’s Foxpro technology.  On January 12, 2010 the mainstream support for Microsoft Visual FoxPro ceased.

Sage currently supports these platforms for Sage PFW ERP and SagePro customers, but that will end March 31st, 2014.  Companies using Sage Platinum for Windows  or SagePro can receive significant discounts by migrating to one of Sage’s flagship products, including Sage Sage 100 (MAS 90  and MAS 200), and Sage 300 (Accpac)  under the Sage Investment Protection Plan.  This is an important deal, and it should be reviewed as part of companies’ strategic planning.    Companies will receive credits for their existing  user-licenses (both companies on maintenance plans and off-plan) when they migrate. This offer will expire on March 15th, 2014.  Friendly Systems, Inc. can help you evaluate Sage 100 (MAS 90 & MAS 200),  Sage 300 (Accpac) and other products  for your future needs.  Do you have customized software?  We can also modify Sage 100 (MAS 90 & MAS 200) and other products to suit your specific needs.  In addition to Sage 100 (Mas90/200) and Sage 300 (Accpac) modifications, we are dealers for one of the top open-source manufacturing software packages, xTuple.  Call us or see our website for more info.


United Cerebral Palsy could use your help

November 22nd, 2013 by Phil McIntosh

We received the following from Laura Heise, Director of Finance at United Cerebral Palsy in Atlanta, and we’d like to do our part to spread the word:

Stand with me to support those with disabilities in your community!

The State of Georgia has been looking at new rates for agencies who care for the developmentally disabled (like United Cerebral Palsy of Georgia-UCP) for quite some time-years in fact. We have yet to see any rate increase but the State is taking up the issue again and we need your help. Getting a rate increase means we can afford to pay a decent wage to our caregivers and provide enough caregivers in our programs to allow our consumers to live a life without limits.

Attached is a document labeled “talking points” which explains how rates to support those with disabilities have evolved over time—to demonstrate to you that we do really need an increase to help support our consumers. Imagine trying to run your business or household on the same income that you had in 2003—10 years ago? That seems ridiculous but that is exactly what UCP has had to do for the last 10 years.

I am asking you to contact your legislators and tell them that you care about people with disabilities in Georgia. Attached are sample letters and talking points you can use to do that. This link takes you to a page where you can click use a map to click on your home area/city and it will then tell you who your local legislators are: (use the plus sign on the map and your mouse to navigate around the state to find your home area/city.)

Thanks for considering helping in our efforts—and tell your friends and neighbors too. Again, if you have questions in order to make your decision, feel free to ask me.

xTuple ERP 4.2.0 is now available with new features

November 18th, 2013 by Lee Graham

As many ERP vendors continue to scale back their investments in product development, xTuple is innovating at the intersection of new technology and industry best practices. xTuple’s next-generation Mobile Web solution runs on any modern tablet or smartphone, is completely interoperable with the xTuple Desktop client, and is available for on-premise xTuple installations and/or the xTuple Cloud service.

Recently released xTuple ERP 4.2 includes multiple enhancements to CRM, Project, Purchasing and Sales modules in the Desktop client, including the ability to edit Work Orders within Sales Orders (a key feature for wholesale distributors); major enhancements to Lot/Serial tracking; and a system-wide implementation of document management, with the ability to attach documents of any type to any order, form, or base record.

The Mobile Web client now includes several functional elements of the Inventory module, including the ability to issue stock from a sales order, and both clients include hundreds of minor bug fixes and other enhancements,.

Multiple enhancements to Project
Updated Project List screen to show Projects, Project Tasks, and all associated Orders
New filter on Project List allows filtering by Project, Task, and Order
Combined Tasks and Order Activity on Project screen
Added Characteristics to Projects
Added support for Project Types

Edit Work Orders on the Sales Order Item screen

Manage job items during sales order entry

Hot Docking report
Show items that were just received that have demand

Alternate routings

Support for multiple active BOOs per Item

Receiving enhancements
Enter Lot/Serial characteristics on receiving screen

Sales Order Item enhancements
Add Alias to Item Widget type-ahead search
Modify BOM and BOO when copying Items

PO Enhancements
Add PO lookup feature
Unrelease POs

Document Tab now available everywhere the Comment Tab is
Attach documents in more places than ever

Characteristics added to Sales Orders, Invoices, and Purchase Orders
Expanded capability for linking custom information

Let us know if you’re interested in more information on considering xTuple for your ERP solution.

Security Alert – Microsoft will stop Windows XP Security patches in 2014

November 18th, 2013 by Lee Graham

Microsoft plans to stop Windows XP Security patches in April 2014.  XP no longer contributes to Microsoft’s bottom line, hence — more than 12 years after the product was first released — they plan to stop releasing public updates and patches in April 2014.  Cybercriminals target widely installed systems that sport known vulnerabilities.  By discontinuing security patches, Windows XP will increasingly become a security risk to your organization.  Check your workstations to see who is still running Windows XP and develop a security plan before April of next year.

New SageCRM version 7.2b features

November 15th, 2013 by Lee Graham

Sage has announced new features for SageCRM version 7.2b.   This upgrade is available for Sage 100 (MAS 90/200) ERP 2013 PU4 version and Sage 300 (Accpac) ERP 2012 (v6.1).

New Mobile SageCRM apps.  Deliver a great customer service with real time information, answers and results.

Sage CRM Sales Lite For sales users on the road who need up-to-date information on their phone, even when out of coverage. Sage CRM Sales Lite gives users mobile access to their Sage CRM data, tasks and appointments, and integrates the iPhone allowing users to track and log outbound calls, email and SMS activities.

New features for iPhone, iPad and Windows 8 and Android devices.  Including Windows 8 Sales Tracker app.

Social CRM features for Facebook, Twitter and LinkedIn.  View Company or Facebook details on your CRM screen.

SageCRM collaboration powered by Yammer.  Business collaboration for individual users and teams of users allowing them to collaborate with Yammer Groups, across records using Yammer Topics.  Drive productivity through better team collaboration.  Sales managers can get better insight into team performance and the largest deals through employee conversations.

Improved Reporting features built in to SageCRM 7.2b.   All charts generated in HTML5 – so Flash is not required.  Full access to Fusion Charts for further report customization.  New chart-types and drill down capability.



Creating Custom Lookups in Sage 100 (Mas 90/200)

September 26th, 2013 by Lee Graham

Most of the data entry screens in Sage 100 ERP contain a lookup option for various fields. Customer Maintenance, for example, contains lookups for the customer number, salesperson number, terms code and other fields. If you press the magnifying-glass lookup icon, you are able to scroll through a listing of all your customers, salespeople, etc. For customer codes, the lookup panel contains the customer number, customer name, zip code and phone number. You can customize any of these lookup panels to meet your needs. You can change the data elements that are displayed, change the arrangement of the data and even add calculated data fields to the lookup. By customizing the displayed data in your lookup, you can create “mini” reports to give you information almost instantly.  An excel-button on the bottom right of the screen automatically exports the data on your lookup to excel,  or you can print the screen results.

Procedures for creating custom lookups:   Click the magnifying-glass icon for the field you are looking up, then note the CUSTOM button on the lower-left of the screen.   CUSTOM leads you to screens that help you create as many custom lookups as desired, and you can choose one of your custom lookups as your default-lookup instead of the standard lookup provided.   You can add or delete data fields to your lookups, change the order of the fields displayed, add selection criteria for the records retrieved and even add new calculated-fields to any of your custom lookups. You can also have your Custom lookups use selection-filters to limit the entries displayed – such as selecting “Georgia Customers” or COD Terms customers.  If you spend a lot of time hunting for information in your system: customers, vendors, invoices, etc – take some time to experiment with the custom-lookup features provided.   Let us know if we can help.