Whats new-sage-100-erp-2015-release-guide

Release Guide
What’s New in Sage 100 ERP 2015
April 2015

2015 Release Guide – Sage 100 ERP Page 2 of 60
Introduction 6
Background 7
Solution: Sage 100 ERP 7
Key Targets / User Base 7
Sales and Distribution 7
Editions 7
Overview 8
Increase Productivity, Streamline Workflow, and Enhance Control and Security 8
Key Enhancements 8
Core Accounting 9
Core Financial Management at the Heart of Everything you do 9
Feature Summary – General Ledger 9
Automatic Default of “Print Full Comments” Checkbox in Journals / Registers 9
GL Account Numbers Are Auto-formatted During Entry in Report Selection Grids 10
Out-of-balance Message Printed on the GL Detail Report 10
Sort and Select by Account when Generating the GL Account Audit Report 10
One-click Journal Reversals 11
Feature Summary – Accounts Payable 11
Additional UDF Data Sources in Manual Check and Payment Entry 12
Expanded Vendor Name to 50 Characters 12
Select Invoices from any Purchase Transfer Vendor in Manual Check and Payment Entry 13
New Sort Options for the Vendor Audit Report 13
New Sort Options in Selection Dialogs 14
Feature Summary – Accounts Receivable 15
Cash Receipts List button Added 15
Option Added to Suppress Printing Invoices Emailed through Sage Data Cloud 16
Sort Options Added for Customer Audit Report 16
Feature Summary – Bank Reconciliation 17
New Sample Format Available in Positive Pay Export Wizard 17
The Remit To Name Now Written to Bank Reconciliation During Accounts Payable Check
Register Update 17
Multi-column Sorting Available in Bank Reconciliation 17
Credit Card Processing 18
Feature Summary – Credit Card Processing 18
Process Second Pre-authorization after First One Expires 18
Third Party Payment Processing Service Available 19
Level 3 Credit Card Processing Added 19
Purchasing 22
Feature Summary – Purchase Order Enhancements 22
Table of contents
Release Guide – Sage 100 ERP 2015 and PU-1

Purchase Order History now Available 22
Purchase Order “Copy From” Added 26
Redisplay Source Document after Printing Sales Order and Purchase Order Forms 27
Warehouse Field Added to Ship-To Address Maintenance 27
Added the Batch Number and Document Number to “This order is currently being…” Dialogs 27
Sort Options in Purchase Order Options, Generate Tab 28
Additional Vendor Memo Button Added on Header 28
“Keep Open Print Dialog” after Printing Sales Order and Purchase Order Forms 28
Columns Added in Purchase Order Receipt History Inquiry to Display Additional Costing
Elements 29
Added Calculator Button to Landed Cost and Other Fields 29
Control which Email Address Paperless Office uses to Email Documents to Vendors 29
Inventory Management 30
Feature Summary – Inventory Management 30
Bar Code 30
Improved Process for Correcting Rejected Import Records 30
Bill of Materials 31
New Option Added to Synchronize Bill and Item Description 31
Inventory Management 32
Drill into GL Source Journal from Item Maintenance Transactions Tab 32
“Copy From” Added in Product Line Maintenance 32
Sort and Select by Item in the Item Audit Report 33
Exclude Item Vendors and Alias Items during “Copy From” in Item Maintenance 33
Last physical Count Date Now Updates by Item and Item / Warehouse 34
Sales Order 35
Feature Summary – Sales Order 35
Additional Customer Memo Button Added on Header 35
Batch Number Added to Sales Order Entry Message 35
Ability to Omit Orders on Hold When Printing 36
Calendar Button Added to Multiple Fields 36
Calculator Button Added to Tax Amount Field 36
Warning When Quantity Packed Does Not Match Quantity Shipped 37
Changes to Additional Fields Information 37
Option to Keep Window Open after Print or Preview 37
Ship Via added to Customer Ship-To Address Maintenance 37
Security Enhancements 38
Feature Summary – Security 38
Improved Documentation on How to Add Additional “Real Estate” on Panels and Forms 38
New UI Script Events Tool in Custom Office 38
Improved Documentation on How to Add Additional “Real Estate” on Panels and Forms 39
System Activity Log to Show Option Changes 39
Module Options Added to Control Printing and Export from ALE Lookups 40
Option for Report Viewer for Sage Intelligence Reporting Added in Role Maintenance 40
Module Options for Transaction Types 40
Security Options Added for Item Vendor Maintenance 41

Color Code Frame by Company 41
Paperless Office 42
Feature Summary – Paperless Office Enhancements 42
The Amyuni Printer Driver Updated to Version 5.0.0.9 42
Added Direct Access to the Associated Paperless Office Report Viewer 42
Added New Paperless Office Reports and Registers 43
Business Intelligence / Reporting 44
Feature Summary – Intelligence Reporting Enhancements 44
Refreshed All Reports 44
New Financial Report Designer 44
New One-click Access to Report Layouts 46
New Folder and Report Structure in Report Manager – Financials and Consolidation 46
New Missing Accounts Feature 46
Online Help files have been added for immediate access to updates 48
Usability Features 49
Features Summary – Usability 49
Added Option to Default Current Module across Company Codes 49
Prepopulated Country Codes with ISO Standard Codes 49
Added Option in Country Code Maintenance to Require State Code 50
Added Canadian Postal Code Capability 50
User Lookup Wizard added to Lookup Windows 50
Integrated Sage CRM 7.3 51
Feature Summary – Enhancements to Sage CRM 7.3 Integration with Sage 100 ERP 51
Launch Sage 100 ERP RMA Entry from Sage CRM 7.3 51
Reordered the Main Menu in the CRM module 51
Sage 100 ERP 2015 Product Update 1 52
Overview 52
Customer Relationship Management 52
Sage 100 ERP Workstation Setup Not Required to Manage Relationships 52
Promote Quote to Order from Sage CRM Quote Summary Screen 53
Added Quick Order Entry Print Options 53
Affordable Care Act (ACA) 53
Support of New Government Reporting Requirements 53
New ACA Applicable Large Employer Report 54
New ACA Employer Maintenance 54
Employee Maintenance 54
New ACA Employee Maintenance 55
Accounts Payable 55
Improved Messaging for Check Printing 55
Check Total on Invoice Payment Selection Listing 55
Accounts Receivable 56
Added Ability to Purge Commission by Pay Date 56
Automatically Apply Changes to Repetitive Invoices 57

General Ledger 57
Out-of-Balance Message on General Ledger Detail by Source Report 57
Purchase Order 57
Ability to “Copy From” Purchase Order History Added when Creating a Return 57
Sales Order 58
Added ability to Print Picking Sheet for Order When Customer is on Credit Hold 58
Added New Way to Access Alternate Item Selection Window 58
Quote Promotion Date Added to Task Windows 59
Visual Process Flows 59
Several New Visual Process Flows Added 59
Sage 100 ERP 2015 Release Available Now 60
Plan Your Upgrade Today 60
Disclaimers 60

This document is designed to serve as a guide to the new features and enhancements in
Sage 100 ERP 2015. It supersedes prior documents and will serve as the final guide until
an updated document replaces it.
Introduction
Document Objectives

Solution: Sage 100 ERP
 Positioning categories: Enterprise Resource Planning (ERP) solution; business
management solution
 Formerly known as Sage MAS 90 ERP, Sage MAS 200 ERP, and Sage MAS 200 SQL
ERP.
Key Targets / User Base
 Small and Medium-sized:
– Manufacturers
– Wholesale Distributors
– Service Companies
– Retail Companies
 Geography: North America (US and Canada)
Sage 100 ERP is used by a wide range of light manufacturing, distribution, retail and services
companies. It also provides more granular verticals such as industrial supplies and services,
building materials, and electronics. Customers usually have between 10 and 250 users; the
solution typically recommended to companies with annual revenue ranging from $1 to $100
million.
Sales and Distribution
 Primarily through partners and independent reseller channels
The main delivery method is electronic download, with the ability to order physical media for an
additional fee. The Sage 100 ERP auto-delivery download for customers on a Sage Business
Care plan was made generally available on April 7, 2015.
Editions
 Sage 100 Standard ERP, Sage 100 Premium ERP, and Sage 100 Advanced ERP
 Offered on-premises and on-line; on-line version made generally available shortly after the
on-premises release.
Sage 100 Standard ERP is designed for use as a local installation. Sage 100 Advanced ERP
and Sage 100 Premium ERP are designed for use in a client-server environment. Sage 100
Premium ERP leverages Microsoft SQL Server database architecture and is available in a multi-
tenant hosted online service.
Background
Foundation and History

Sage 100 ERP provides powerful capabilities for businesses to automate, optimize and
standardize complex and manual everyday processes, including financials, supply chain
management, and assembly production.
With comprehensive financial and operational functionality, including production workflows and
inventory management, the solution features a wide array of features for core accounting,
distribution, discrete manufacturing, business intelligence, customer relationship management,
payroll, job costing, and warehouse tracking. Web and mobile applications seamlessly integrate
with Sage 100 ERP to increase sales, provide a better customer experience, and improve cash
flows. The Sage Data Cloud provides anytime, anywhere access to critical business data.
Customers can easily scale the solution by using only the modules and features that suit their
business. Everything a company needs is available in one cohesive, easy-to-use solution made
possible by the product’s modular architecture, personalization tools, and flexible business
object framework.
Increase Productivity, Streamline Workflow, and Enhance Control and Security
The latest release of Sage 100 ERP features over 60 exciting new
enhancements designed to increase business efficiency, productivity
and profitability. From core accounting to integrated payment
processing and CRM, the features in this release provide a better
experience and simplify complex activities.
Improved financial reporting capabilities, compliance tools to support
the Affordable Care Act (ACA), streamlined purchasing processes,
expanded and improved Paperless Office capabilities, numerous
usability features, and user security improvements are the backbone
of this important and valuable release.
Overview
Release in Summary
Key Enhancements
 Core Accounting
 Purchasing
 Inventory Management
 Sales Order
 Security Enhancements
 Paperless Office
 Business Intelligence /
Reporting
 Credit Card Processing
 Usability Features
 Affordable Care Act (ACA)
Support
 Customer Relationship
Management

Core Financial Management at the Heart of Everything you do
Core financial management is a cornerstone of any business; simplicity and usability are
essential attributes of the tools that support the related activities. The Sage 100 ERP 2015
release includes numerous enhancements throughout the core accounting modules. Some of
these enhancements could be included in other categories, but they are described here
because they address the needs of people who execute transactions within the core modules
on a daily basis.
Feature Summary – General Ledger
Feature Description High Level
Benefit
Automatic Default of “Print Full Comments” Checkbox in Journals /
Registers
Data
consistency
GL Account Numbers Are Auto-formatted During Entry in Report
Selection Grids
Ease of use,
Efficiency
Out-of-balance Message Printed on the GL Detail Report Improved
accuracy
Sort and Select by Account when Generating the GL Account Audit
Report
Ease of use,
Efficiency
One-click Automatic Journal Reversal Ease of use,
Efficiency
Automatic Default of “Print Full Comments” Checkbox in Journals / Registers
How often have you printed journal or register only to discover that you hadn’t selected the Print
Full Comments checkbox? It takes time to go back and re-print.
With the 2015 release of Sage
100 ERP, your last selection will
now persist as the default,
making it easy for you to
customize whether you want the
full comments on each journal or
register. You will save time and
easily ensure consistency in
printing comments on the
selected form.
Core Accounting
Managing the Basics

GL Account Numbers Are Auto-formatted During Entry in Report Selection Grids
It can be both time consuming and frustrating to determine how a General Ledger account
number needs to be formatted during entry of selection criteria when printing a report and errors
can cost time to track down and fix. With the 2015 release, General Ledger numbers are auto-
formatted according to the GL account number mask, saving you time and frustration.
Out-of-balance Message Printed on the GL Detail Report
The General Ledger Detail Report is your audit tool for making certain everything is posted
correctly by account. Wouldn’t it be nice to know at a glance if it didn’t balance?
In this release, out-of-
balance errors are now
called out in bold print
next to the report totals.
This feature has also
been added to the
General Ledger Detail by
Source Report in Product
Update 1 for Sage 100
ERP 2015. A not-in-
balance message prints
next to the journal number
in addition to the message
near the report totals.
Sort and Select by Account when Generating the GL Account Audit Report
When tracking changes to
GL accounts you may only
want to see who made
changes and what they
changed for a specific
account or range of
accounts. You can now save
time by sorting the Account
Audit Report by user or
account number, and
generate the report for a
specified range of users and
accounts.

One-click Journal Reversals
While it doesn’t happen often, finding an error after posting a journal is frustrating. In Sage 100
ERP 2015, you can now reverse journal entries with a single click, eliminating the need for a
manual workaround to correct the error.
The reversal will be written into General Journal Entry, along with a journal comment, where you
can review the entries prior to updating, creating a complete audit trail.
Feature Summary – Accounts Payable
Feature Description High Level
Benefit
Additional UDF Data Sources in Manual Check and Payment Entry Usability
Expanded Vendor Name to 50 Characters Compliance,
Usability
Select Invoices from any Purchase Transfer Vendor in Manual Check
and Payment Entry
Ease of use,
Efficiency
Ability to Reprint Quick Print Checks Ease of use,
Efficiency
New Sort Options for Vendor Audit Report Ease of use,
Efficiency
New Sort Options in Selection Dialogs Ease of use,
Efficiency

Additional UDF Data Sources in Manual Check and Payment Entry
When processing a remittance using Check Printing and Electronic Payments, user-defined
fields can be defined using a wide variety of business object sources in Custom Office.
When attempting to process the
same payment from Manual Check
and Payment Entry, matching user-
defined fields was not previously
possible. The addition of
corresponding data sources to the
Manual Check and Payment Entry
tasks now allows “in the moment”
check processing with consistent
data elements, improving efficiency.
Additionally, you are now able to pull
invoice AP History Header data to a
check detail UDF, making it easier to
print the information you want on the
check stub.
Expanded Vendor Name to 50 Characters
Everyone likes to put the best face forward when doing business with others. In the age of
electronic funds transfers coupled with heightened awareness of fraudulent banking activity,
transactions with truncated payee names are subject to scrutiny and possible rejection.
In the 2015 release, the
length of the Vendor Name
field has been expanded to
50 characters. All externally
facing vendor reports and
forms have been modified to
accommodate longer vendor
names, including standard
check forms. Where the full
name is not able to fit on
internally facing reports or
forms, the name is wrapped
to a second line, or in a few
cases it is truncated.

Select Invoices from any Purchase Transfer Vendor in Manual Check and Payment Entry
Surely, transferring a balance from a purchase vendor paid by credit card to the credit card
vendor is a time saver, but what happens when you have more than one invoice to transfer for a
purchase vendor? This release provides the ability to select multiple invoices from a purchase
vendor, simplifying the process into a single step creating multiple individual transfers from that
selection.
New Sort Options for the Vendor Audit Report
If you are tracking changes to Vendor records, it may be that you only want to determine who
made changes and what they changed for a specific vendor or range of vendors. Now you can
both sort the report by Vendor Number and select just the vendors you want to review. Save
time by only viewing the records you need to review.

New Sort Options in Selection Dialogs
Selection windows may contain hundreds of records and there is no doubt that scrolling through
them can be time consuming. With the new multiple column sort option in selection windows,
modeled after familiar Excel column sorting functionality, you can sort on selected columns to
speed up your search and quickly find just the record or records you want.
The time saving feature for sorting on multiple columns is now available in:
 Select Invoices for Payment in Invoice Payment Selection
 Select Check and Electronic Payment Maintenance Invoices in Check and Electronic
Payment Maintenance
 Select Manual Check and Payment Invoices in Manual Check and Payment Entry
 Select Vendor Transfer Invoices in Invoice Data Entry and Manual Check and Payment
Entry
 Select Customer Invoices accessed through Accounts Payable from Accounts Receivable
Clearing Entry

Feature Summary – Accounts Receivable
Feature Description (High Level)
Benefit
Cash Receipts List Button Added Efficiency,
Usability
Option Added to Print Invoices Through Sage Data Cloud Save money;
Efficiency
Sort Options Added for Customer Audit Report Ease of use,
Efficiency
Calculator button added to Finance Charge Applied field Accuracy,
Efficiency
Ship Via field added to Customer Ship-To Address Maintenance Accuracy,
Efficiency
Added Pay Date for the Salesperson Commission Report Efficiency
Cash Receipts List button Added
In Sage 100 ERP 2015 locating an open, un-posted cash receipt is now significantly easier.
The new Cash Receipts List Button on the Cash Receipts Deposit or the Cash Receipts Entry
screen opens a convenient, sortable listing so that you can quickly locate the entry saving both
time and increasing customer satisfaction. You’ll now be able to provide the answers your
customers need at a moment’s notice.

Option Added to Suppress Printing Invoices Emailed through Sage Data Cloud
The convenience and improved cash flow achieved through the use of Sage Billing and
Payment cloud invoicing and click-to-pay solution is notable.
Save even more time and
money by suppressing the
printing of the hard copy
invoice for those invoices
you email out through
Sage Billing and Payment.
Easily keep track of when
the invoice was sent,
received and opened and,
if desired, you can always
resend or print the invoice
from Sage Billing and
Payment, or you can even
send it to a different
person.
Sort Options Added for Customer Audit Report
If you’re tracking changes to customer records, you may only want to see who made changes
and what they changed for a specific customer or range of customers. Now you can both sort
the report by Customer Number and select only the customers you want to review. Save time by
only viewing the customer records you need to review.

Feature Summary – Bank Reconciliation
Benefit
New Sample Format Available in Positive Pay Export Wizard Efficiency
The Remit To Name Now Written to Bank Reconciliation During
Accounts Payable Check Register Update
Ease of use
Multi-column Sort Available in Bank Reconciliation Ease of use
New Sample Format Available in Positive Pay
Export Wizard
Positive pay is a powerful anti-fraud tool to make
certain the checks paid by your bank are the ones
you want paid. In the US, nearly every commercial
bank offers the service and the challenge can be
knowing just the right format for the file to transmit to
the bank. Sage 100 ERP offers a number of sample
formats, and we’ve added another one for Capitol
One Bank in this release.
The Remit To Name Now Written to Bank Reconciliation During Accounts Payable Check
Register Update
In previous versions, the payee name in Bank Rec was always the vendor name. With the 2015
release, the Remit To Name will now be written to Bank Rec during AP Check Register Update
and Manual Check Register Update so B/R Positive Pay Export will export the correct payee
name.
Multi-column Sorting Available in Bank Reconciliation
You can now sort on multiple columns in Bank Reconciliation tasks. By using the search criteria
shown in the example below, you can easily sort all of the cleared checks to the top. This will
save you time when reconciling bank, especially when working with large amounts of data.

Feature Summary – Credit Card Processing
Benefit
Process Second Pre-authorization after First One Expires Efficiency;
Improved Cash
Flow
Third Party Payment Processing Service Available Accuracy,
Efficiency
Level 3 Credit Card Processing Added Security; Save
money
Process Second Pre-authorization after First One Expires
In Sage 100 ERP, a pre-authorization on a credit card transaction puts a hold on the
consumer’s account for the amount of the authorization for 7 days. This protects you by
ensuring that the funds are available for payment when you ship the order.
However, business just doesn’t always go according to plan. What happens when the
merchandise to fulfill the shipment is delayed? Now all the risk is back on you, especially if the
hold has expired.
The 2015 release of Sage 100 ERP helps address that risk. You can now process a second
pre-authorization for the same order, for the same amount, once the first one has expired and
cover your exposure with an extended hold.
Here’s how:
1. From the Sales Order Main menu, select either Sales Order Entry or Invoice Data
Entry.
2. Select the sales order or
invoice you need to re-
authorize.
3. On the Credit Card tab, click
the Fix button.
4. Delete the original
authorization number that
appears in the Auth No.
field. The values in the
sales tax and amount field
will be recalculated.
5. Click Submit Card.
Credit Card Processing
Compliance, Cost Savings, and Convenience

Third Party Payment Processing Service Available
Integrated payment processing with your Sage 100 ERP solution is key to offering the best
possible buyer experience for your customers and to improving your cash flow with a minimum
of duplication. While Sage offers highly secure PCI compliant merchant processing solutions,
we understand that your business might be in a position that requires you utilize another service
provider for one reason or another.
The good news is, Sage now has an option for you – Third Party Payment Processing (TPP).
You can now use your existing payment processor and use the TPP service offered by Sage
Payment Solutions as a gateway for seamless integration with Sage 100 ERP. There are fees
associated with the use of the service, and a limited number of processors are supported. For
additional information contact your reseller or Sage representative.
Level 3 Credit Card Processing Added
Increasingly, corporate cards are being used to pay for goods and services. Merchant card
processors (e.g., Visa and MasterCard) consider payments made with corporate cards more
secure and reliable, so they offer lower rates. Government and school entities may require the
savings to be passed on to them, but otherwise you can determine whether to pass long or
retain any savings.
With the introduction of Level 3 credit card processing for corporate cards, Sage 100 ERP now
allows users to gather and transmit the data elements required at the line item to qualify for
these advantages. Changes in several areas were introduced to enable this capability for
payments entered in Sales Order Entry and S/O Invoice Data Entry.
Note: Deposit transactions are not eligible for Level 3 processing as line item detail is
required and it is not possible to assign a deposit transaction to specific lines.
Library Master
On the Library Master Setup menu, in
Country Code Maintenance, a new
field “ISO Country Code” was added.
Information from this field is included
with the ship-to address information
when processing Level 3 credit card
transaction.

Accounts Receivable
To set up a customer for corporate credit card processing:
1. A new Include Level 3 Data check box has been added to the Payment Type
Maintenance window on the Accounts Receivable Setup menu.
2. In Customer
Maintenance, the
customer’s Default
Payment Type (Dflt Pymt
Type on the Additional
Tab) should be set to
CREDIT CARD.
3. Click the Credit Cards…
setup button, and select
the card to be used for
Level 3 processing.
4. Complete all of the
appropriate information
INCLUDING the
Corporate ID/PO number
associated with the card.
Note: Complete processing information will not be captured without this step.
Sales Order
A number of additions were made in
Sales Order to accommodate Level
3 data. The following fields were
added to the secondary grid in Sales
Order Entry and S/O Invoice Data
Entry in order to capture the line
item information required for Level 3
processing.
 Commodity Code
 Alt Tax ID
 Tax Type
 Net/Gross
 Debit/Credit
 Tax Amount
 Tax Rate

Additionally, a Level 3 button has
been added to the Credit Card tab in
Sales Order Entry and S/O Invoice
Data Entry. This button can be
used to enter additional information
for level 3 transactions.
Note: An empty text string or a
zero value will be submitted if
these fields are left blank.
Note: Certain default values must be set to ensure that the fields added to the Lines tab
are available without first entering information on the Credit Card tab. See “Setup
Customer Credit Cards for Level 3 Processing” in the help system.
Customer Purchase Order Number
Customer purchase order numbers are now transmitted as part of the transactions when
processing Level 3 credit card payments. The purchase order number will share the same
field as the sales order or invoice number, and they will be separated by a dash.

Feature Summary – Purchase Order Enhancements
Benefit
Purchase Order History now Available Efficiency
Purchase Order “Copy From” Added Efficiency,
Productivity
New Printing Options for “Keep Source Document Open” for Purchase
Order Forms
Efficiency
Added the Batch Number to “This order is currently being…” Dialogs Accuracy,
Efficiency
Sort option in Purchase Order Options, Generate Tab Efficiency,
Productivity
Additional Vendor Memo Button on Header Efficiency,
Consistency
Redisplay Source Document after Printing Sales Order and Purchase
Order Forms
Efficiency,
Productivity
Warehouse Field Added to Ship-To Address Maintenance Efficiency,
Productivity
Columns Added in Purchase Order Receipt History Inquiry to Display
Additional Costing Elements
Usability,
Accuracy
Added Calculator button to Landed Cost and Other Fields Usability,
Accuracy
Control which Email Address Paperless Office uses to Email
Documents to Vendors
Efficiency,
Profitability
Purchase Order History now Available
Sometimes, it would just be nice to go back and look at what was originally ordered from a
vendor 6 months or a year ago but only receipt history is retained.
Beginning with the 2015 Release you now have options to Retain Purchase Order History. It is
modeled after Sales Order history, so if you are familiar with Sales Order History then you will
feel right at home with Purchase Order History.
Purchasing
Managing Supply Flow As Well As Costs

Implementing Purchase Order History
There are three ways to create the Purchase Order History from existing Purchase
Order Entry records.
1. In Conversion, as explained below.
2. If you go into Purchase Order Options and turn on History you will be prompted.
3. Use the Create Purchase Order History program on the Utilities menu.
After migrating companies to 2015 when conversion is done from Company
Maintenance a dialog will appear that will allow you to setup the new Purchase Order
History feature and optionally create history from existing Purchase Order Entry records.
If a specific company is being converted the choices from this dialog will be applied to
that company. If all companies are being converted at once, the choices will be applied
to all companies.
It is important to note that the pop up does not reappear for each company during
conversion – it only appears once at the beginning. Therefore, if you want to convert
data for multiple companies overnight you don’t have to worry that selecting this option
might cause a delay in the process.

Purchase Order Options and Cancellation Codes
When the option is set to prompt for Retain Deleted Orders or Retain Deleted Lines for
Orders you will have the opportunity to enter a cancellation code. P/O Cancel and
Reason Code Maintenance allows you to enter codes and descriptions that are
meaningful to your business, or you can simply take advantage of the prepopulated
codes. If you do not want a code to appear in lookups and it is not currently contained in
Purchase Order History records, you can simply check inactive.
Note: The new features that allow the user to delete unused codes or set to
inactive will be retrofitted into S/O Cancel and Reason Code Maintenance.

Purchase Order History Inquiry
You can now pull up the entire original purchase order from a history file, like you
currently are able to do with sales orders and invoices.
Drill down into
receipts to hunt
down purchase
orders that
coincide with a
particular sales
order and, from the
lines, drill down
into an Additional
Fields window (as
shown here),
Receipt History for
the line, Extended
Descriptions, and
Comments.
Purchase Order History Report
A new Purchase Order History
Report provides extensive sorting
and selection options, offering
numerous ways to slice and dice
the historical data to suit all your
reporting needs.
It is important to note that the
Purchase Order History Report
will:
 Always print in landscape
 Print a “d” beside drop ship
 Provide subtotals for:
o Active
o Complete
o Cancelled

Purge Purchase Order History
Depending on the volume of
purchase orders processed and/or
the settings selected regarding the
time to retain Purchase Order
History, you may wish to purge
history from time to time.
Customary purge criteria apply.
Purge Obsolete Purchase Orders
Purge Obsolete Purchase Orders was modified to allow entry of a Cancellation Code if
the option for deletes is set to “prompt”.
Purchase Order “Copy From” Added
Creating a purchase order from scratch can be time consuming, particularly when a similar one
already exists. In Sage 100 ERP, you can now simply copy an existing purchase order to
create a new one from a number of possible sources.
Copy from:
 A prior Purchase Order
 Purchase Order History
 Purchase Order Receipt History
 Accounts Payable Invoice History

Redisplay Source Document after Printing Sales Order and Purchase Order Forms
Quick printing a Purchase Order form allows you to save time when you need to quickly review
and verify the contents or quickly pass it along to a colleague.
The 2015 release improves usability and
productivity by adding options on the
Printing tab in Purchase Order Options to
“Redisplay Source Documents After Quick
Printing,” eliminating the need for you to
locate and reopen the document after
printing.
Warehouse Field Added to Ship-To Address Maintenance
A warehouse field has been added in Ship-To Address Maintenance that will be used in the
data entry tasks listed below if you select a record and enter a ship-to address:
 Material Requisition Issue Entry
 Purchase Order Entry
 Receipt of Goods Entry
 Receipt of Invoice Entry
 Return of Goods Entry
Added the Batch Number and Document Number to “This order is currently being…”
Dialogs
Are you familiar with this scenario? On a particularly busy day, you need to access a Purchase
Order and up pops a message box indicating “This order is currently being …” stopping you in
your tracks. Somewhere, someone is trying to process the very order you need to review.
The 2015 release contains updates to the message dialog to include the batch number and
document number locking the record. Now you know just where to go to clear the conflict so
that everyone can quickly move on with their day.

Sort Options in Purchase Order Options, Generate Tab
There are two ways to generate a purchase order from a sales order, either directly from the
actual sales order in Sales Order Entry or from the PO Menu option for Auto Generate from
Sales Order.
Currently, purchase orders are
created in Item Code order. Now
you can opt to generate the
purchase order lines in the same
order as the sales order by
selection Sales Order Line No.
Note: Option is only available
when “Combine Sales Orders by
Vendor” is not selected.
Additional Vendor Memo Button Added on Header
In the 2015 release an additional instance of the Vendor Memo button is available above the
tabs to make it easy to get to the memo from anywhere.
Screens Modified:
 Purchase Order Entry
 Receipt of Goods Entry
 Receipt of Invoice Entry
 Return of Goods Entry
“Keep Open Print Dialog” after Printing Sales Order and Purchase Order Forms
Two check boxes have been added on the
print window for both Sales Order and
Purchase Order forms that give you the
option to keep the window open after either
printing or previewing the form.
Added to the following windows:
 Purchase Order Printing
 Purchase Order Printing (Quick Print)
 Return Order Printing
 Return Order Printing (Quick Print)
In instances where there are multiple forms chained together (such as Sales Orders and Picking
Sheets), when one or both of these check boxes are selected a new button, “Print Add’l
Documents” is enabled after the first form prints. This button makes it faster and simpler to
proceed with the rest of the printing sequence.

Columns Added in Purchase Order Receipt History Inquiry to Display Additional Costing
Elements
In order to improve visibility and usability,
Sage 100 ERP 2015 includes additional
columns in the Lines grid based on
allocated costs selected in Purchase
Order Options.
When scrolling to the far right in the grid
you can now view:
 Allocated Landed Costs
 Allocated Freight
 Allocated Tax
Added Calculator Button to Landed Cost and Other Fields
Entering a Receipt of Goods involves more than
just verifying a count if you are attempting to
capture the true cost of goods. Depending on the
structure of your landed cost categories, you may
need to have a calculator handy to figure out what
charges to add to each Cost Type.
To improve productivity and usability, version 2015
includes a new Calculator button in the Amount
field of many dialogs like Landed Cost Entry.
Control which Email Address Paperless Office uses to Email Documents to Vendors
One of the major advantages of using Paperless Office is the ability to automatically distribute
forms electronically instead of having to manually handle printing and distribution.
In Sage 100 ERP 2015, you can now
opt to use the e-mail address entered
in Purchase Order Entry or Return
Order Entry used to deliver the
document rather than automatically
using the Vendor email address on
file. The option is specific to each
vendor by individual form, providing
maximum flexibility in configuring the
behavior to suit your needs.

Feature Summary – Inventory Management
Benefit
Bar Code
Improved Process for Correcting Rejected Import Records Accuracy,
Efficiency
Bill of Materials
New Option Added to Synchronize Bill and Item Description Clarity,
Efficiency
Added the Ability to Launch Bill of Materials Maintenance from Item
Maintenance
Efficiency,
Productivity
Inventory Management
Drill into GL Source Journal from Item Maintenance Transactions Tab Efficiency
“Copy From” Added in Product Line Maintenance Efficiency
Sort and Select by Item in the Item Audit Report Efficiency
Exclude Item Vendors and Alias Items during “Copy From” in Item
Maintenance
Accuracy,
Efficiency
Last Physical Count Date Now Updates by Item and Warehouse Accuracy,
Efficiency
Bar Code
Improved Process for Correcting Rejected Import Records
Scanning a bar code saves a lot of time compared to manually entering data – that is as long as
the record import is successful. A rejected record can really slow things down.
The addition of a Fix Entry button in the Rejected Import Maintenance window in the 2015
release of Sage 100 ERP simplifies correcting rejected records. You can now select a
transaction and click this button to open the records containing the error. It’s even smart
enough to know if the error is in the line detail and take you directly to the line in question –
bypassing the Header Edit window. An Error Message field has also been added to display the
message associated with the failure.
Tracking Items

Bill of Materials
New Option Added to Synchronize Bill and Item Description
A Bill of Material creates an Inventory Item. Both identifying numbers refer to the same entity.
Yet in one module, the description may differ from the other. Maybe someone changed it in one
place but not in the other.
A new option has been added to the Bill of Materials Options in the Sage 100 ERP 2015 release
– Sync Bill Description and Item Description. Settings include Yes, No, or Prompt to determine
when or if the descriptions will be synchronized.
 Select “Yes” and when the
two description fields contain
the same value, an update to
one field automatically
updates the other one.
 Select “Prompt” and when
the two description fields
contain the same value, a
message will appear when
updating the value in one
module asking if you want to
update the other.
Note: This feature only applies to items that do not have an extended item description. If the
Require Bill Revisions check box is selected in Bill of Materials Options, only the current
revision is synchronized.
Added the Ability to Launch Bill of Materials Maintenance from Item Maintenance
A link to Bill of Materials Maintenance has been added to the More button in Item Maintenance.
When selected, Bill of Materials Maintenance will be launched with the bill number defaulted as
the item code from Item Maintenance and the revision defaulted as the current revision of the
bill.

Drill into GL Source Journal from Item Maintenance Transactions Tab
Switching back and forth between modules to find related information can be time consuming,
especially when you just need to quickly look at a single entry. In order to save you time and
make the process easier, the 2015 release includes changes to the Transactions tab in Item
Maintenance.
 A new column has
been added to the
transactions grid to
displays the source
journal number
 A new Source
Journal Zoom
button allows you
to view detailed
journal information
about the selected
transaction with a
single-click of the
mouse.
Note: Journal information is available only for transactions entered after the upgrade to the
2015 release. Historical journal detail cannot be accessed using this method.
“Copy From” Added in Product Line Maintenance
Product lines are a great way to group like items for reporting and tracking purposes, for
warehouse space management, or other categorization purposes. Depending on the needs of
your business, you may find that you need to create new product lines and remembering key
information to do so can be trying.
The 2015 release of Sage 100
ERP includes a new Copy From
button in Product Line
Maintenance to help with the
process. Click the button and
select the existing product line
to copy from. Values from the
source will be copied to the new
record and you can opt to bring
in the GL accounts.

Sort and Select by Item in the Item Audit Report
If you’re tracking changes to items, it may
be that you only want to see who made
changes and what they changed for a
specific item or range of items. Now you
can sort the report by User Logon or by
Item Code. Save time by only viewing the
information you need to review.
Exclude Item Vendors and Alias Items during “Copy From” in Item Maintenance
Copying items in Item Maintenance can make things easier…except when data gets copied that
doesn’t make any sense. For example, you may not buy the newly copied item from the same
vendor and chances any alias item numbers are not going to match.
With the 2015 release you now have the option to exclude those elements from the copy
routine, providing you the option to create a new item with a clean slate in these areas but the
advantages of the time savings that come from copying.
Note: Similar check boxes were added to the Item Maintenance “On-The-Fly” window as well.

Last physical Count Date Now Updates by Item and Item / Warehouse
You do your physical count by warehouse. Depending on the number of warehouses you have,
you may not count all warehouses for a single item on the same day. How that information is
recorded and displayed was revamped in the 2015 release, making it easier to complete
physical count. The last physical count displays in Item Maintenance / Inquiry on the Additional
tab as well as on the Quantity tab by warehouse (as shown below).
The date of the last count for each item and item and individual warehouse is now recorded and
new columns have been added to Inventory Management and Inventory Inquiry to display the
details of that information in the following locations:
 Additional Tab
 Quantity Tab
 Quantities Grid on Main Tab

Feature Summary – Sales Order
Benefit
Additional Customer Memo Button Added on Header Usability,
Efficiency
Batch Number Added to Sales Order Entry Message Usability,
Efficiency
Added Ability to Omit Orders on Hold When Printing Efficiency
Calendar Button Added to Multiple Fields Efficiency
Calculator Button Added to Tax Amount field Accuracy,
Efficiency
Warning When Quantity Packed Does Not Match Quantity Shipped Accuracy
Changes to Additional Fields Information Accuracy
Option to Keep Window Open After Print or Preview Efficiency
Ship Via Added to Customer Ship-To Address Maintenance Efficiency
Additional Customer Memo Button Added on Header
In the 2015 release an additional
instance of the Customer Memo
button has been added above the
tabs to make it easy to get to the
memo from anywhere.
Batch Number Added to Sales Order Entry Message
Sometimes you may need to access a particular Sales Order while it is processing, but a
message pops up indicating “This order is currently being … ” Somewhere, someone is trying
to process the order you need to review and until it clears you cannot gain access. In the 2015
release, we’ve updated the message dialog to include the batch number locking the record.
Now you know just where to go to clear the conflict so that everyone can move on with their day
and avoid not only the delays and loss of productivity but also the potential for data corruption.
Sales Order
Getting Product into the Hands of Customers

Ability to Omit Orders on Hold When Printing
Orders are put on hold for some reason and
you may not want to print them. In this
release, a checkbox has been added in
Sales Order Printing to “Print Orders On
Hold”.
By default the box is checked so that all
orders are printed. Simply uncheck the box
when you don’t want to print orders that are
on hold.
Calendar Button Added to Multiple Fields
Selecting dates for entry is typically easier when
using a calendar.
Depending on the type and status of the Sales
Order, calendar buttons now appear next to
date fields in Sales Order Entry to assist you in
quickly selecting the correct date in the 2015
release of Sage 100 ERP.
Calculator Button Added to Tax Amount Field
Verifying a sales tax amount or calculating
that amount to enter an override may
require the use of a calculator. Sage 100
ERP includes this tool in the 2015 release.
When accessing the Tax Detail window from
either Sales Order Entry or Invoice Data
Entry and clicking in the Tax Amount field, a
calculator button appears. Clicking the
button opens a handy calculator allowing
you to quickly and accurately enter the
appropriate values and arrive at the proper
tax amount.

Warning When Quantity Packed Does Not Match Quantity Shipped
The 2015 release of Sage 100 ERP includes a new message that appears in Shipping data
Entry when the quantities don’t match, giving you an opportunity to correct the situation as soon
as possible in the process.
Changes to Additional Fields Information
Inconsistency can be distracting and cause
confusion. The following changes in the
2015 release improve cross-product
consistency:
1. Information is now displayed in the
Product Type, Product Line, and Price
Code fields.
2. Information in the Costing field is now
formatted correctly.
3. Bill options are now listed in the same
manner as they are in Sales Order Entry.
4. The user logon of the person who
created the sales order is now displayed
in the upper-right corner of the Sales
Order and Quote History Inquiry window.
Option to Keep Window Open after Print or Preview
New check boxes have been added to a number of windows in Sales Order to allow you the
option to keep the print window open after either printing or previewing the form. Additionally,
the option to Print Add’l Documents button has been added for use when printing chained
forms. The improvements were added to the following windows:
 Additional Packing List Printing
 Additional Packing List Printing (Quick Print)
 COD Label Printing
 COD Label Printing (Quick Print)
 Invoice Printing
 Invoice Printing (Quick Print)
 Packing List Printing
 Picking Sheet Printing
 Picking Sheet Printing (Quick Print)
 Sales Order Printing
 Sales Order Printing (Quick Print)
 Shipping Entry Label Printing
 Shipping Label Printing
 Shipping Label Printing (Quick Print)
Ship Via added to Customer Ship-To Address Maintenance
With the 2015 release you can now assign the shipping method to each shipping address using
the Ship Via field in the Ship-To Address window, making shipping more convenient and saving
you time.

Feature Summary – Security
Benefit
New UI Script Events Tool in Custom Office Security,
Ease of Use
Improved Documentation on How to Add Additional “Real Estate” on
Panels and Forms
Maintenance,
Usability
System Activity Log Security
Module Option to Control Printing and Export to Excel from ALE
Lookups
Security
Module Option to Control Sage Intelligence Report Viewer Security
Control Access to Inventory Transactions by Entry Type Security,
Ease of Use
Separate Role Maintenance for Item Vendor Maintenance accessed
through Item Maintenance
Security
Color code frame by Company Ease of Use,
Security
New UI Script Events Tool in Custom Office
The new UI Script Events tool provides you more control and freedom over customizing the
solution to meet your business needs, providing improved ease of use and mitigating the risk of
user error during data entry.
Some examples of what you can do with the new UI scripting tool are shown on page 39,
including:
• Hiding columns based on a role or other value
• In the sample image, the cost column has been removed
• Highlight grid rows to call out special items
• In the sample image, the “sample” line is highlighted
• Add a different background/text color to fields for emphasis
• In the sample image, the background of the user defined field (UDF) is
highlighted
• Add User friendly and timely messages
• In the sample image, the user has attempted to leave a required field empty
Security Enhancements
Data Protection

Improved Documentation on How to Add Additional “Real Estate” on Panels and Forms
With the 2015 release, documentation on how to use the Customizer tool to extend the size of a
panel or form to accommodate your user-defined fields was improved.
System Activity Log to Show Option Changes
For framework modules only, the System Activity Log now displays which options are changed
when any of the Setup Options records are updated. You can easily drill down into detail from
the Main Activity Log to see more information.

Module Options Added to Control Printing and Export from ALE Lookups
Protect your valuable data, such as customer and vendor lists, by controlling who is allowed to
print or export to Excel.
 The Allow Export to Excel from
Lookups/Grids option allows you
to disable exporting the
information listed in lookup
windows and grids to Excel.
 The Allow Printing from Lookup
Windows option allows you to
disable printing the information
listed in the lookup window.
Option for Report Viewer for Sage Intelligence Reporting Added in Role Maintenance
Set an extra layer of security around
sensitive business data by determining
which user roles have access to view Sage
Intelligence reports.
Module Options for Transaction Types
Loss prevention is an issue every
business should be concerned with,
especially when there is inventory
sitting on the shelves. New module
options have been added to provide
enhanced control over who can
access and transact with your
valuable inventory to complete sales,
transfers, adjustments, issues, and
receipts.

Security Options Added for Item Vendor Maintenance
With the 2015 release, you are now able to set different levels of security for Item Vendor
Maintenance than for Item Maintenance, providing an extra layer of security around who you
allow to see information regarding vendors.
Color Code Frame by Company
Clearly differentiate between live companies, those used for testing/demoing, and those that are
copied for backup or retained for historical record-keeping. A new option has been added to the
Background Color by company feature in Company Maintenance to allow you the option to
apply the company-specific colors to the frame instead or in addition to the background color.
Making use of this great feature can reduce the risk of accidently entering data into the wrong
company.

Feature Summary – Paperless Office Enhancements
Benefit
The Amyuni Printer Driver Updated to Version 5.0.0.9 Maintenance
Added Direct Access to the Associated Paperless Office Viewer Efficiency;
Productivity
Added New Paperless Office Reports and Registers Save Money
Improved performance when printing checks and extended stubs to
PDF through Paperless Office
Efficiency
The Amyuni Printer Driver Updated to Version 5.0.0.9
The Amyuni driver is used to create the “Sage 100 PDF Converter” printer which is utilized by
Paperless Office for PDF creation. The driver has been updated to version 5.0.0.9 in Sage 100 ERP
2015.
Added Direct Access to the Associated Paperless Office Report Viewer
How many times have you been frustrated over not being able to easily view a report you just
generated when using Paperless Office? Now you can save a lot of time by using the Report
Viewer in the Save drop down menu to quickly access associated Paperless Office reports.
Paperless Office
Saving the Environment and Expenses While Delighting
Business Contacts

Added New Paperless Office Reports and Registers
The following reports and registers can now be printed using Paperless Office.
Module Report / Register
Accounts Payable  Vendor Contact Listing
 Repetitive Invoice Listing
Accounts Receivable  Repetitive Invoice Listing
 Customer Contact Listing
Custom Office  Customizer Summary Report
 Customizer Detail Listing
General Ledger  Sage Payroll Services Activity Log
Inventory Management  Item Valuation Change Register
 Standard Cost Adjustment Register
 Missing Count Card Listing
Library Master  Role Report
 User Report
 Activity Log Report
Purchase Order  Vendor Purchase Address Listing
Return Merchandise
Authorization
 RMA Receivers
 Generate Transactions Listing
Custom Office  Customizer Summary Report
 Customizer Detail Listing
Sales Order  Customer Ship-To Address Listing
Visual Integrator  Job Listing
 Data Dictionary Listing

Feature Summary – Intelligence Reporting Enhancements
Benefit
Refreshed All Reports Maintenance
New Financial Report Designer Efficiency;
Productivity
New One-click Access to Report Layouts Efficiency;
Productivity
New Folder and Report Structure in Report Manager – Financials and
Consolidation
Efficiency
New Missing Accounts Tool Efficiency
Now Use a Single Rollup Code for Each Rollup Type as a Parameter in
Formulas
Efficiency
Larger Range of Account Separators Available Ease of Use
Online Help files have been added for immediate access to updates Ease of use,
Efficiency
Refreshed All Reports
All the reports have been updated in Sage 100 ERP Intelligence Reporting, providing a more
modern look and feel.
New Financial Report Designer
Business Intelligence / Reporting
Take Your Business Intelligence to the Next Level

The Financial Report Designer has improved performance and ease of use enhancements for
Excel users of all levels of experience. The new Financial Report Designer has merged the
functionality of the Report Designer and the Report Designer Add-In into one report, giving you
two methods to create your financial reports depending on your Excel knowledge.
The Layout Generator is great if you are not as experienced and comfortable designing your
own Sage Intelligence Reports in Excel. This feature provides a quick and easy wizard type
approach to Sage Intelligence Report creation by giving a step by step guide to adding rows and
columns as well as parameters by which the report will be filtered. In Sage 100 ERP 2015
Intelligence reporting the Layout Generator has been modernized. You still have the same
great functionality and flexibility but now with a modern, easy to use interface.
With the new, modernized Layout Generator, row sets are the way that you define the groups of
rows that you would like to see in your layouts. You now have the option to access the Layout
Generator from the BI tool tab as well as from the Layouts option in the Task Pane.
Grouping of accounts is now handled using row sets. Row sets define the structure of rows to
use in a report. Row sets or groups of accounts replace the need for mapping and can be
created and saved to use again with multiple reports.
Row sets give you a lot of flexibility
in that you can create rows based
on standard account groupings like
Account Categories or Account
Types as well as create custom
groupings using account ranges,
wildcards and mathematical
functions. The rows that you create
and select when building a layout
will translate directly to the rows
that you see in your report when
the layout is generated. Row Sets
are also centrally stored and
managed in the Layout Generator
so you can use them across other
layouts of the same type.
The row sets that are provided out-the-box in Intelligence Reporting are Income Statement,
Balance Sheet, Non-Financial and Account Category and these are all based on account
categories.
If you are more familiar with Excel, the new Task Pane provides you with not only a 100% Excel
reporting experience, but greatly enhances it by providing instant and dynamic access to data
within your General Ledger accounts. The Task Pane also provides you with a set of formulas
that make financial calculations quick and easy.

New One-click Access to Report Layouts
A convenient feature has been added to the Task Pane in Sage 100 ERP 2015 Intelligence
Reporting, which has the ability to run out-the-box report layouts directly from the Task Pane at
the click of a button. The “Manage” button has been added for quick and easy access to the
Layout Generator.
New Folder and Report Structure in Report Manager – Financials and Consolidation
The folders in the Report Manager have been re-organized to encompass the new report
structures. The Financials folder now includes the latest Financial Report Designer which again
includes the Task Pane and the Layout Generator together, in the same report.
If you want to
consolidate
companies within
financial reports
the Consolidation
Financial Report
Designer and all
its sub-reports
can be found in
the Consolidated
Report Designer
folder.
New Missing Accounts Feature
Save immense amounts of time in the process of updating reports by using the new Missing
Accounts feature to detect accounts that are missing from a report. This is done by comparing
what exists in the general ledger to what is in your current reports. The missing accounts are
presented in a new excel worksheet for either just your current sheet, or for all reports
(depending on your selection in the missing accounts menu).

You can now send reports with
calculated values as well as
embedded formulas. All you
need to do is uncheck the
“Convert each worksheet to
static values” checkbox.
This feature gives your
recipients much more flexibility
with the reports as they can
now determine how these
results were derived.
Now Use a Single Rollup Code for Each Rollup Type as a Parameter in Formulas
Rollup types and Rollup Codes are existing functionality in Sage 100 ERP and they allow users
to report on and filter by preconfigured general ledger structures. In Sage 100 ERP 2015
Intelligence Reporting you can start using Rollup Codes as parameters in formula’s as well as to
specify row sets. For the initial release of Sage 100 ERP 2015 Intelligence Reporting, only a
single Rollup Code per Rollup Type will be accepted in a parameter, however in future releases
multiple Rollup Codes for each Roll up Type will be accepted.
Larger Range of Account Separators Available
Sage 100 ERP 2015 Intelligence Reporting now also supports a larger set of account
separators, as well as alphanumeric characters in General Ledger account numbers.

Online Help files have been added for immediate access to updates
The Sage 100 ERP Intelligence Reporting help file is now hosted online. This provides you the
ability to access user assistance without delay. Additionally, the user assistance in the Report
Designer is context sensitive.
For example, depending on what tab you are in in the Task Pane, the help file will open at that
specific location. This is a great resource for understanding all the features available in Sage
100 ERP 2015 Intelligence Reporting.

Features Summary – Usability
Benefit
Added Option to Default Current Module across Company Codes Usability
Prepopulated Country Codes with ISO Standard Codes Usability
Added Option in Country Code Maintenance to Require State Code Usability
Added Canadian Postal Code Capability Usability
New Fields Added on User Logon Screen Return on
Investment;
Usability
User Lookup Wizard Added to Lookup Windows Usability
Added Option to Default Current Module across Company Codes
During the course of a day some users perform
the same tasks across numerous company
codes. A receivables clerk might enter cash
receipts in three different companies in a single
day. A customer service representative might
need to access records for any one of your
companies, but spend all of their time in only a
couple of modules. With the 2015 release, they
can now move between companies while retaining
the module they are working in, making life much
simpler.
Prepopulated Country Codes with ISO Standard Codes
In today’s global economy, it is important
to have the correct coding for addresses
outside your local area. In the Sage 100
ERP 2015 release the country codes are
prepopulated in the table with the ISO
standard codes for your convenience.
Usability Features
Making It Easier For You to Work

Added Option in Country Code Maintenance to Require State Code
Country Code Maintenance is also the location of
another time saving feature. Global commerce
has magnified the importance of complete
addresses. Gone are the days when you could
address a delivery to simply the nearest postal
service and trust that it would be delivered. More
and more countries are adopting state codes to
segment their population. Now you can force
entry of a state code, when required.
Added Canadian Postal Code Capability
There is a new option during the installation process for Sage 100 ERP 2015 to install Canadian
Postal Codes. Once these codes are installed, they can they be maintained in ZIP code
maintenance.
New Fields Added on User Logon Screen
If you have opted to participate in the Sage Product Enhancement Program, two fields, Job Title
and E-mail Address, have been added to the User Logon screen. This information will help the
Sage 100 ERP Team learn more about who uses the software and to send occasional product-
related emails related to the selected role to provide information on product features and helpful
tips and tricks along the lines of what have been provided at some of your favorite Sage Summit
lessons.
User Lookup Wizard added to Lookup Windows
Customizing a lookup window can make any task go faster by allowing you to view the most
useful information in the lookup window. The 2015 release of Sage 100 ERP adds a User
Lookup Wizard button next to the Custom button in any lookup window. Of course, you must
have the appropriate security setup to access the Lookup Wizard button.

Feature Summary – Enhancements to Sage CRM 7.3 Integration with Sage 100 ERP
Benefit
Launch Sage 100 ERP RMA Entry from Sage CRM Efficiency,
Control
Reordered the Main Menu in the CRM module Ease of Use
Launch Sage 100 ERP RMA Entry from Sage CRM 7.3
In the 2015 release of Sage 100 ERP we have provided direct access to Return Materials
Authorization (RMA) Entry in Sage CRM, making it easier for your sales and customer support
staff working in Sage CRM to handle customer returns.
Reordered the Main Menu in the CRM module
The Main menu in the Customer Relationship Management module now appears in the order in
which you set up the module.
Integrated Sage CRM 7.3
Simplifying Customer Relationship Management

Overview
The following features were delivered in the Sage 100 ERP 2015 PU-1 release. These features
are not included in any prior releases of Sage 100 ERP.
Customer Relationship Management
Sage 100 ERP Workstation Setup Not Required to Manage Relationships
When using Sage 100 Advanced ERP or Sage 100 Premium ERP, you no longer need to run
Workstation Setup to access the Maintain Relationships task within Sage CRM 7.3 Patch A.
To enable the feature, go to the ERP Preferences tab in Sage CRM. In the Access Sage 100
ERP Tasks Using field, select Web Forms Embedded in Sage CRM. In order to further clarify
this option, the field name was changed from Default Form for Quotes/Orders.
Note: You will not have access to the Sage 100 ERP Inquiry tasks if you use the embedded
web forms to access Sage 100 ERP tasks.
Sage 100 ERP 2015 Product Update 1

Promote Quote to Order from Sage CRM Quote Summary Screen
Getting orders into the ERP system as quickly as possible helps speed the sales cycle along.
To assist with this, a “Promote to Order” button has been added to the Quote Summary page in
Sage CRM 7.3 Patch A as of PU-1 for Sage 100 ERP 2015. When you click this button, the
quote is promoted to an order in Sage CRM and in Sage 100 ERP.
Please Note: The page in Sage CRM will not automatically refresh after you promote a
quote. A manual refresh or navigation to another window and back is required to refresh the
data displayed.
Added Quick Order Entry Print Options
When working with a customer on a quote or an order, especially in an on-site situation, you
often need to print a copy of the document for the customer. In prior releases, print options
were limited to either e-mail or PDF. With PU-1 for the 2015 release, the ability has been
expanded to include any printer on the server where Sage 100 ERP is installed.
Affordable Care Act (ACA)
Support of New Government Reporting Requirements
This year, the new Government Regulations related to affordable healthcare are affecting many
employers. Sage is here to help, both with general information on the regulations and
requirements provided in the ACA Center on Sage City and with new functionality in the Sage
100 ERP Payroll module to help you comply with submitting the forms required by the Internal
Revenue Service.

New ACA Applicable Large Employer Report
A new Crystal Report has been provided in Sage 100 ERP 2015 to help employers determine if
they are a large employer by definition of the ACA regulations.
Several important features are
available, including the option to
print seasonal employees or totals
only, as well as any employee
range selected. You will also have
the option to streamline data entry
by updating fulltime and total
employee counts to the ACA
Employer file after running the
report, eliminating the need to enter
the data manually.
New ACA Employer Maintenance
If you are reporting on more than one company and select the Aggregated Group Indicator
checkbox in the Monthly Details dialog, then the Other Members button will be available. Click
the button to enter the additional companies (name and EIN) included in the report. The Copy
button can be used to streamline data entry.
Employee Maintenance
A new field has been added to the Tax Status screen in Employee Maintenance. When
selected it indicates that the employee has given consent for the ACA forms to be electronically
delivered and also indicate if an employee is a seasonal worker.

New ACA Employee Maintenance
The new ACA Employee Maintenance dialog can be accessed in two different ways, either by
using the new ACA button in Employee Maintenance or directly from the Payroll menu.
Employers who are self-insured will easily be able to enter employee and dependent information
required in the ACA forms.
To learn more and keep up to date on changes in the Affordable Care Act reporting
requirements and the solution offered in Sage 100 ERP, visit the ACA Center on Sage City.
Accounts Payable
Improved Messaging for Check Printing
When you attempt to print checks using a bank code that is currently being used by someone
else, the message that appears will now let you know which type of check printing is in progress
and which bank code is being used, making it easier and faster for you to get back to what
you’re doing and get those checks out faster.
Check Total on Invoice Payment Selection Listing
Sage 100 ERP allows the processing of invoice payment selection for both checks and
electronic payments at the same time. The advantage of course is the flexibility to select
invoices a single time and have everything process at once. That may however lead to some
challenges when determining if the correct number of documents has printed. In order to
address the challenge, PU 1 includes new fields that print on the bottom of the selection listing.

Depending on whether you are printing ACH remittance advices, one of two sets of information
will print:
When not printing ACH
remittances, the report
displays the Total number
of checks and the Total
number of checks not
printed (the total number of
ACH entries).
When printing ACH
remittances, the report
displays the Total number of
checks (including ACH
remittances), the Total
number of checks not
printed, and the Total
number of ACH entries.
Accounts Receivable
Added Ability to Purge Commission by Pay Date
With the 2015 release, a new option
has been added to the select grid in
the Salesperson Commission Purge
window to allow you to purge by pay
date. Now you can select all of the
records paid during a single pay cycle
or range of cycles to make things
faster and simpler.
The field is available only if the
Commissions Paid Invoices Only
check box in the Accounts
Receivables Options is selected
(shown here).

Automatically Apply Changes to Repetitive Invoices
To save time and ensure consistency, we’ve added the ability to automatically apply changes
made in customer maintenance to existing repetitive invoices. Product Update 1 for the 2015
release adds the ability to default changes to existing repetitive invoices. A new section and
option appears on the Additional Tab in Accounts Receivable Options giving you that choice.
You can now simply select “No” to retain the original information, “Yes” to apply the changes, or
“Prompt” to have the choice presented when saving each change.
Fields available for automatic update include:
 Default Shipping Code
 Salesperson
 Tax Schedule
 Terms Code
General Ledger
Out-of-Balance Message on General Ledger Detail by Source Report
General Ledger detail reports are your audit trail and the tools used to track down discrepancies
when they occur.
To make that task easier, as of
PU1 for the 2015 release the
General Ledger Detail by
Source Report now also
includes Out of Balance
messaging if a journal is out of
balance. A message appears
next to the totals for the
individual journal as well as at
the end of the report.
Purchase Order
Ability to “Copy From” Purchase Order History Added when Creating a Return
Getting the exact information to complete a return of goods to a vendor can mean digging
through old copies of receipts or purchase orders to come up with that data.
New functionality has been added in 2015 PU-1 to make the process go much faster. A new
Copy From button on the Return of Goods window allows you to enter a new return number and
then click the button to copy information from any of the following:

– Purchase Order History (if the Retain
Purchase Order History check box is
selected in PO Options)
– Purchase Order Receipts (if Yes or Until
Period End is selected in the Retain
Receipt History field in PO Options)
– Accounts Payable Invoices (if the Post
Accounts Payable Invoices check box is
selected in PO Options and the Track
Detailed Invoice/Payment History check
box is selected in AP Options)
Sales Order
Added ability to Print Picking Sheet for Order When Customer is on Credit Hold
There may be times when you
don’t want a picking sheet to be
printed for orders where the
customer is on credit hold.
This release includes a new
check box on the Picking Sheet
Printing windows (both standard
and quick print) to disable
printing of picking sheets for
orders when the customer is on
credit hold, making sure that the
order doesn’t go out the door if
you don’t want it to.
Added New Way to Access Alternate Item Selection Window
When the item requested is discontinued during Sales Order entry, you need a quick way to
access alternative selections. 2015 PU-1 comes with a new option for accessing an Alternate
Item Selection window.
An Alternate button now appears in Sales Order Entry and S/O Invoice Data Entry if the
discontinued item has alternate items set up in Item Maintenance. Click the button to open the
Alternate Item Selection window and advise the customer of their new options.

Quote Promotion Date Added to Task Windows
Knowing the date a customer has decided to accept your quote and place an order can be
useful, especially when you are attempting to meet delivery timelines or measure customer
satisfaction metrics. To address that need, a “Promoted to Order On” field has been added to
the Header tab in Sales Order Entry and Sales Order and Quote History Inquiry to display the
date on which an order was promoted from a quote.
Visual Process Flows
Several New Visual Process Flows Added
Visual Process Flows (VPFs) are extremely useful as a navigation method, as an onboarding
tool for new employees, or even as a process consistency tool to get everyone to use the same
steps. Even if you’ve used the solution for years, there may be processes you only use a
couple times a year.
To further expand the usefulness of this tool, Product Update 1 for the 2015 release of Sage
100 ERP includes several new VPFs.
Note: Access to the new Visual Process Flows must be enabled in Role Maintenance.
Menu Visual Process Flow
Customer Billing  Job Billing
Inventory  Physical Count Preparation
Manufacturing *New*  Production
 Disassembly
 Create Work Order
 Complete Work Order
 Close Work Order
Period End *New*  Accounts Receivable
 Accounts Payable
 Inventory Management
 Sales Order
 Purchase Order
 General Ledger Preparation
 General Ledger
Chart of Accounts *New*  Create Accounts

Plan Your Upgrade Today
In order to take advantage of all the features outlined in this document and more, contact your
reseller or Sage today to start planning your upgrade to Sage 100 ERP 2015.
Disclaimers
©
2015 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and
services names mentioned herein are registered trademarks or trademarks of Sage Software,
Inc. or its affiliated entities. All other trademarks are the property of their respective owners.
Sage 100 ERP 2015 Release Available Now
Features that Give You the Freedom to Succeed
Sage
6561 Irvine Center Drive
Irvine, CA 92618-2301
866-530-7243
www.sage.com

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