Keeping in Touch
Getting the Most from Your Sage 100 Investment May 2013, Issue 59 |
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Dear ,
This newsletter, Keeping in Touch, is our way of keeping you up to date with relevant news about your Sage 100 (formerly MAS 90 / 200) software and also what's happening at Munjal White.
We're always looking for ways to improve, so if you have any suggestions for newsletter topics, tips, or other ways that we can improve our service level, click here to let us know.
Join us in celebrating the true official start of summer -- $1 diet cokes!
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| Quote to Ponder |
If you don't drive your business, you will be driven out of business!
BC Forbes
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Daily Transaction Register - Did You Remember?
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If you've used Sage 100 for more than a day, you are well aware that Sage 100 employs a two-stage update process from subledgers -- one stage is posting to the subledgers and the second stage is posting to the general ledger.
Most users will post the subledger register (Sales Journal, Manual Check Register, etc) and then print/post the Daily Transaction Register ("DTR") so that the transactions flow all the way through to the GL. In older versions of Sage 100 when you chose not to post through to the GL, the transaction would appear on the next Daily Transaction Register automatically. This is no longer the case in the version 4 modules -- if you print the Daily Transaction Register immediately after posting a subledger transaction by answering Yes to the question "Do you want to print the Daily Transaction Register", the DTR will include only the transactions just posted.
If you print the DTR directly from the Main menu of a subledger module (AR, SO, PO, etc), any transactions not yet posted to the GL from that module will be included. If you print the DTR from the General Ledger | Main menu, it will include all subledger transactions that have not been posted through to the GL.
Before doing any kind of analysis or reconciliation work, we recommend that you print the DTR from the GL to ensure that you have complete postings.
Although this might seem obvious to most of us, even the seasoned Sage 100 users among us might forget this.
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Software Maintenance - Should You Renew?
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Every year, you get that nasty reminder from Sage (or other companies if you have third party enhancements) that your annual software maintenance fees are due. Should you renew? Absolutely! Here are 3 primary reasons why . . .
- Operating Systems
- We have been working with the Sage 100 product line for almost 20 years and in that time, the pace of change in operating systems has been incredible. When you purchase a new PC, you are forced to buy current technology, but if your Sage 100 system is not compatible with that new operating system, what will you do?
- As an example, we have some clients who are on Sage 100 v4.2 or v4.3 (or lower) who are not easily able to take advantage of the Paperless Office enhancements because the Sage PDF Converter is not compatible with Windows 7. Windows 7 was released more than 3 years ago. Today, it's almost impossible to purchase a new PC that isn't already loaded with Windows 8. If you are not current with your Sage maintenance, you will be stuck!
- Windows 8 and Server 2012 are supported on Sage 100 v4.5 and higher. If you are planning or need to replace a workstation or server, your Sage 100 system may need to be upgraded at the same time.
- Software Features/Enhancements
- The Sage 100 software has been enhanced in recent years in many ways -- scripting, reporting, custom office changes, length of item code, length of vendor invoice number, just to name a few. If you haven't renewed your maintenance, you're not able to take advantage of these software features.
- If you wish to purchase an additional module or add additional users to your Sage 100 system, you must be current in your maintenance. If you add additional staff that need access to Sage 100, you won't be able to buy additional licenses if your maintenance is not current.
- Cost / Annual Investment
- In the early days, it was quite common to purchase an ERP system and not upgrade it for 5 years; when you wanted to upgrade, you simply paid maintenance for the current year and you could upgrade at that time. The software industry has changed and you can no longer pay maintenance for the current year only; you will be charged maintenance for the prior years that were missed. Sage follows this industry practice -- if you do not renew your maintenance each year, you will be forced to pay for prior years that were missed when you do choose/need to upgrade.
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Purchasing an ERP product consists of the initial purchase price and should include an annual investment in the maintenance plan. If you choose not to renew the maintenance each year, when you do have to renew or chose to renew, the cost could be unmanageable. For example, adding $4,000 to your budget each year is more manageable to most companies than adding $15,000 to your budget every 3 or 4 years. [price is an example only -- your maintenance fee is based on the modules and user licenses purchased.]
Your Sage 100 maintenance renewal includes access to the Sage customer portal (https://customers.sagenorthamerica.com) where you'll have access to the Knowledgebase and software and program update downloads. All maintenance renewals also include a minimum 5 cases with Sage -- perfect for when you have an error message on your screen and need it resolved!
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We look forward to your feedback and your ideas for future issues of our newsletter. If you would like to contribute an article or suggest an article or support tip to a future newsletter, we'd love to have your contribution. Please let us know how we can help you Get the Most from Your Sage 100 Investment. Sincerely, Shabnam and Robert |
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