Currently MRP doesn't replan the material requirements of a replanned work order or subcontract order. Thanks to the new parameter "Replan material requirements". With this new parameter MRP now replans the material requirements of a replanned work order or subcontract order.

Lets take a look at the issue and the solution below;

Issue:

When a new demand is added to an existing sales order, MRP is just indicating to increase the quantity on the existing work order. However, it doesn't suggest to increase the quantity on the existing purchase order suggestions (POS) for its components.

In other words, you have a firm sales order (SOF) for a manufactured item, when you run MRP it will generate a work order suggestion (WOS). Next you convert the WOS to a firm work order (WOF). Do the same for the purchased components, and then convert the POS into POF. Create another SO or add another line for this same manufactured item to the existing SO. Run MRP, notice the system will suggest to increase the qty on an existing WO. However, it doesn’t ask you to increase the qty on an existing PO for the components. Therefore, it is difficult to say what needs to be bought.

- GESBODP: Create a simple production BOM and assign a routing to it.

- GESITF: Product -site record Manufactured product, suggestion type = Manufactured, safety stock = 10, Production LT 30 days.

- Product-site record Raw material

- Reorder policy: Net requirements

- GESSOH: Generate a SO for 5 units.

- Run MRP

- FUNGBENCH: Enterprise Planning workbench select the finished product and select the "Associated orders to zoom" option using the action icon on the line.

- Select the raw material

- Planning workbench, supplier order suggestion (POS) for 1 and a materials requirement firm (MWF) for 5 quantities. 

- GESSOH: on the SO increase the quantity by inserting a new line.

- Sales order quantity increased by 6

- Run MRP

- In Enterprise planning workbench replanned SO did not replan the materials

- Finished good/parent items new MRP quantity = 21 (Original quantity 5, new quantity 6, Safety stock 10)

- Material has not been replanned.

Solution:

- A new parameter "Replan material requirements" has been added on requirements parameters screen, in Tabs MRP Calculation 1 and MPS Calculation 2.

- With this new parameter MRP now replans the material requirements of a replanned work order or subcontract order.

- If the WO firm or planned are replanned according to the replanning rules defined on the Requirements Parameters, then all material requirements will be also replanned.

- Like this, we can have a good consistency between the replaning message on the product released requirement and the material requirements linked.

- New check box in Setup, Stock, Requirements parameters, MRP calculation 1 and MPS calculation 1 tab is introduced in v11.0.13 with the following fixes 4982 and 5019 (request # 128657).

- Not available in versions prior to v11.

- Select the "Replan material requirements" check box and save the changes.

- Run MRP and notice the material requirements (MWF) line MRP qty. is 21 and the MRP message is "Advance/Increase" - Expected behavior.

After you run your financial year end, it’s a great time to tidy up your accounts and remove any old, unwanted records.

Over the years you’ve probably built up a large number of customers or suppliers that you no longer deal with. Also, you hopefully have a large number of complete invoices and orders that you no longer need immediate access to. Removing these records, reduces the size of your data-set, speeds up your system and also makes it easier to find your remaining records.

Don’t worry, as part of the year end process you’ve hopefully archived your data, meaning you can access any deleted data anytime. However, if you’re unsure whether you made an archive when doing your year end, you can create one now.

To reduce the size of your data, you can use the following tools:

• Clear audit trail– remove old transactions up to a date of your choice. Find out more >
  
  
• Clear stock– remove old stock transactions up to a date of your choice. Find out more >
  
  
• Remove old customer and supplier records – remove old unused records. Find out more >
  
  
• Remove old invoices and orders – clear old product invoices, service invoices, sales orders and purchase orders. Find out more >
  
  
• Compress data– after deleting your transactions and records, compressing your data to reduce the size of your data files. Find out more >
  
  

Remember, if you do remove old transactions and records you must remain compliant with HMRC's record keeping rules.

If you have any questions or uncertainties, you can always post here in Sage City for advice from Sage technical support and other Sage software customers.

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Effective March 21, Sage City will have one option to sign in to the community instead of the two used previously.  All users will be required to use Sage ID to sign in to Sage City as of this date.

If you already sign in to Sage City using Sage ID, then you will notice no change from the experience today.  Your password will remain the same, along with all of your Sage City account settings and profile info.  For most members from outside of North America and the vast majority of members who signed up for a Sage City account after Nov. 14, 2018, this will be the scenario that applies to you.

If you are currently signing in to Sage City with a “Portal account” (which is also used to access the Sage Knowledgebase and Customer/Partner Portals), then this switch to Sage ID will affect you.  This mostly applies to members from North America or those who have had a Sage City account for some time. 

For those members affected, the first time you sign in to Sage City after this upgrade on March 20, you will be prompted to create a Sage ID display name and password or you will be asked to sign in to Sage ID if you were previously using your “Portal account” credentials.  This will be a one-time account set-up process.  After you have created your new Sage ID, or logged in to Sage ID if you already have an account, you will be presented with a page to confirm your Sage City Display Name.  This field will not allow editing and is simply the final step to link your Sage ID account to your Sage City account.  Once this step is complete, you should be signed in to the community homepage.  All other aspects of your Sage City account and experience will remain the same.

Some quick FAQs:

Why are you making this change to the sign in method for Sage City?

• This switch to Sage ID is the first step to enable the use of a single-sign-on process for all support sites at Sage.

Will any of my Sage City info change?

• No, all of your Sage City information, including your email address used to log in to the site, Sage City Display Name, settings, profile info, past activity, etc. will all remain the same and will not be impacted by this change.  The only thing that may change with the switch to Sage ID is possibly your password, if you choose to change that when creating the Sage ID part of your account.

If I have used my “Portal account” to access Sage City, will that impact my Sage Knowledgebase or Customer/Partner Portal sign in credentials?

• No, you can still use your existing “Portal account” to access the Sage Knowledgebase and Customer/Partner Portals in North America.  In the short term, until the Sage Knowledgebase is moved over to Sage ID, the credentials used to access this site will no longer be synchronized with Sage City.  Once the Sage Knowledgebase moves to using Sage ID, then at that point, these sites will use the single-sign-on process to sign in.

Will the link to sign in or create a Sage City account be changing?

• No, you can still sign in and create a new account at this link: https://sagecity.na.sage.com/login  Simply enter your email address and then click on the pink “Join or sign in button.”  If you do not have a Sage ID account yet, you will be prompted to create a Sage ID Display Name (you can choose to use the same Sage City Display Name or create a new name just for Sage ID), and you will then need to click on the pink “Join or sign in” button again to be taken to the Sage ID account creation page to start the one-time account set-up.  If you already have a Sage ID account, you will be taken directly to the Sage ID page to enter your password and once verified, will be directed to the confirmation page for your Sage City Display Name, before being logged in to the community.

What if I have any issues with my account?

• If you encounter any issues with setting up the Sage ID part of your account or logging in to Sage City, please send an email to Sage City Mayor – sagecitymayor@sage.com– and we will get back to you as soon as we can.  The Sage City Mayor’s inbox is monitored from 9am to 8pm ET, Monday through Friday, excluding holidays.

The Sage City Team sincerely thanks our over 100,000 active members (and growing) for continuing to participate in the community by asking questions, posting replies, and offering valuable insights and advice every day.  We’re looking forward to taking this first step to being able to offer a single-sign-on process to sign in to Sage City and eventually all of our other digital service offerings, to make your online experience easier and more enjoyable!

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Nuevo método de registro de Sage ID está en vigencia para todos los miembros de Sage City

Si ya inició sesión en Sage City utilizando Sage ID, no notará ningún cambio en la experiencia actual. Su contraseña seguirá siendo la misma, junto con todas las configuraciones de su cuenta de Sage City e información de perfil. Para la mayoría de los miembros fuera de América del Norte y la gran mayoría de los miembros que se registraron para una cuenta de Sage City después del 14 de noviembre de 2018, este será el escenario que se aplica a usted.

Si actualmente está iniciando sesión en Sage City con una "cuenta de portal" (que también se usa para acceder a la base de conocimientos de Sage y a los portales de clientes / socios), este cambio a Sage ID lo afectará. Esto se aplica principalmente a los miembros de Norteamérica o aquellos que han tenido una cuenta de Sage City por algún tiempo.

Para los miembros afectados, la primera vez que inicie sesión en Sage City después de esta actualización el 20 de marzo, se le pedirá que cree un nombre y contraseña en Sage ID o se le pedirá que inicie sesión en Sage ID si estaba usando anteriormente Sus credenciales de "cuenta de portal". Este será un proceso de configuración de cuenta que ocurrira una sola vez. Una vez que haya creado su nueva cuenta en Sage ID, o que haya iniciado sesión en Sage ID si ya tiene una cuenta, se le mostrará una página para confirmar su Nombre de Usuario en Sage City. Este campo no permitirá la edición y es simplemente el último paso para vincular su cuenta de Sage ID con su cuenta de Sage City. Una vez que se complete este paso, debe iniciar sesión en la página de inicio de la comunidad. Todos los demás aspectos de su cuenta y experiencia en Sage City seguirán siendo los mismos.

Algunas preguntas frecuentes:

¿Por qué estás haciendo este cambio en el método de inicio de sesión para Sage City?

Este cambio a Sage ID es el primer paso para habilitar el uso de un proceso de inicio de sesión único para todos los sitios de soporte en Sage.

¿Cambiará algo de mi información de Sage City?

No, toda su información de Sage City, incluida su dirección de correo electrónico utilizada para iniciar sesión en el sitio, el Nombre de Usuario de Sage City, la configuración, la información del perfil, la actividad pasada, etc., permanecerá igual y no se verá afectada por este cambio. Lo único que puede cambiar con el cambio a Sage ID es posiblemente su contraseña, si elige cambiar eso al crear la parte de Sage ID de su cuenta.

Si he usado mi "Cuenta de Portal" para acceder a Sage City, ¿eso afectará mi Sage Knowledgebase o el Portal de Clientes / Socios en las credenciales?

No, todavía puede usar su "cuenta de Portal" existente para acceder a la Base de conocimientos de Sage y a los portales de clientes / socios en América del Norte. A corto plazo, hasta que Sage Knowledgebase pase a Sage ID, las credenciales utilizadas para acceder a este sitio ya no se sincronizarán con Sage City. Una vez que Sage Knowledgebase pase a usar Sage ID, en ese momento, estos sitios utilizarán el proceso de inicio de sesión único para iniciar sesión.

¿Se modificará el enlace para iniciar sesión o crear una cuenta de Sage City?

No, todavía puede iniciar sesión y crear una nueva cuenta en este enlace: https://sagecity.na.sage.com/login Simplemente ingrese su dirección de correo electrónico y luego haga clic en el botón rosa “Unirse o iniciar sesión”. Si aún no tiene una cuenta de Sage IS, se le solicitará que cree un Nombre Usuario para Sage ID (puede elegir usar el mismo Nombre Usuario de Sage City o crear un nuevo nombre solo para Sage ID), y luego deberá hacer clic en en el botón rosa "Unirse o iniciar sesión" otra vez para ir a la página de creación de la cuenta de Sage ID para iniciar la configuración de la cuenta por única vez. Si ya tiene una cuenta de Sage ID, se lo llevará directamente a la página de Sage ID para ingresar su contraseña y, una vez que se haya verificado, se le dirigirá a la página de confirmación de su Nombre de usuario de Sage City, antes de iniciar sesión en la comunidad.

¿Qué pasa si tengo problemas con mi cuenta?

Si tiene algún problema al configurar la parte de Sage ID de su cuenta o al iniciar sesión en Sage City, envíe un correo electrónico a Sage City Mayor - sagecitymayor@sage.com - y nos pondremos en contacto con usted lo antes posible. La bandeja de entrada de Sage City Mayor se controla de 9 am a 8 pm, hora del este, de lunes a viernes, excepto los días festivos.

Queremos disculparnos por adelantado por cualquier inconveniente causado por esta actualización de inicio de sesión y mantenimiento planificado. El Equipo de Sage City agradece sinceramente a nuestros más de 100,000 miembros activos (y en crecimiento) por continuar participando en la comunidad al hacer preguntas, publicar respuestas y ofrecer información y consejos valiosos todos los días. ¡Estamos ansiosos por dar este primer paso para poder ofrecer un proceso de inicio de sesión único para iniciar sesión en Sage City y, finalmente, en todas nuestras otras ofertas de servicios digitales, para hacer que su experiencia en línea sea más fácil y agradable!

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La nouvelle méthode de connexion à Sage ID est maintenant en vigueur pour tous les membres de Sage City

En vigueur jeudi le 21 mars 2019, Sage City aura une seule option pour se connecter à la communauté, au lieu des deux utilisées aujourd'hui. Tous les utilisateurs devront utiliser Sage ID pour se connecter à Sage City.

Si vous vous connectez déjà à Sage City avec Sage ID, vous remarquerez aucun changement de l'expérience aujourd'hui. Votre mot de passe restera le même, ainsi que tous les paramètres de votre compte Sage City et vos informations de profil. La grande majorité des membres ayant ouvert un compte avec Sage City après le 14 novembre 2018, ce sera le cas qui vous convient.

Si vous vous connectez actuellement à Sage City avec un «compte de portail» (qui sert également à accéder à la base de connaissances Sage et aux portails clients / partenaires), le passage à Sage ID vous concerne. Cela s'applique principalement aux membres d'Amérique du Nord ou à ceux qui possèdent un compte Sage City depuis un certain temps.

Pour les membres concernés, la première fois que vous vous connectez à Sage City après la mise à niveau le 20 mars, vous serez invité à créer un nom d'affichage et un mot de passe pour Sage ID. Ce sera un processus unique de création de compte. Une fois que vous avez créé votre nouvel compte avec Sage ID ou connecté à Sage ID avec vos paramètre existant, une page de confirmation de votre nom d'affichage de Sage City vous sera présentée. Ce champ ne permet pas la modification et constitue simplement l'étape finale pour lier votre compte Sage ID à votre compte Sage City. Une fois cette étape terminée, vous devez être connecté à la page d'accueil de la communauté. Tous les autres aspects de votre compte et de votre expérience Sage City resteront les mêmes.

Quelques FAQ rapides:

Pourquoi apportez-vous ce changement à la méthode de connexion pour Sage City?

• Ce basculement vers Sage ID est la première étape pour permettre l'utilisation d'un processus de connexion unique pour tous les sites de support de Sage.

Est-ce que certaines de mes informations sur Sage City vont changer?

• Non, toutes vos informations de Sage City, y compris votre adresse e-mail utilisée pour vous connecter au site, le nom d'affichage de Sage City, les paramètres, les informations de profil, l'activité passée, etc. resteront identiques et ne seront pas affectés par ce changement. La seule chose qui peut changer avec le passage à Sage ID peut-être votre mot de passe, si vous choisissez de le changer lors de la création de la partie Sage ID de votre compte.

Si j'ai utilisé mon «compte de portail» pour accéder à Sage City, cela aura-t-il un impact sur les informations d'identification de connexion de la base de connaissances, Sage Knowledgebase ou du portail client / partenaire?

• Non, vous pouvez toujours utiliser votre «compte de portail» existant pour accéder à la base de connaissances Sage et aux portails clients / partenaires en Amérique du Nord. À court terme, tant que la base de connaissances, Sage Knowledgebase, ne sera pas transférée sur Sage ID, les informations d'identification utilisées pour accéder à ce site ne seront plus synchronisées avec Sage City. Une fois que la base de connaissances, Sage Knowledgebase, utilise Sage ID, ces sites utilisent alors le processus d’authentification unique pour se connecter.

Le lien permettant de se connecter ou de créer un compte Sage City changera-t-il?

• Non, vous pouvez toujours vous connecter et créer un nouveau compte via ce lien: https://sagecity.na.sage.com/login Entrez votre adresse e-mail, puis cliquez sur le bouton rose "S'inscrire ou se connecter". Si vous ne possédez pas encore de compte Sage ID, vous serez invité à créer un nom d’inscription Sage ID (vous pouvez choisir d’utiliser le même nom d’inscription Sage City ou de créer un nouveau nom uniquement pour Sage ID). Cliquez à nouveau sur le bouton rose «Rejoindre ou vous connecter» pour accéder à la page de création de compte Sage ID afin de démarrer la configuration du compte à usage unique. Si vous possédez déjà un compte Sage ID, vous serez directement dirigé vers la page Sage ID pour entrer votre mot de passe. Une fois vérifié, vous serez dirigé vers la page de confirmation de votre nom d'affichage Sage City avant d'être connecté à la communauté.

Et si j'ai des problèmes avec mon compte?

• Si vous rencontrez des problèmes durant la configuration de la partie Sage ID de votre compte ou pour vous connecter à Sage City, veuillez envoyer un e-mail au maire de Sage City - sagecitymayor@sage.com - et nous vous contacterons dès que possible. La boîte de réception du maire de Sage City est surveillée de 9 h à 20 h, du lundi au vendredi, sauf les jours fériés.

Nous souhaitons nous excuser en avance des inconvénients causés par cette mise à niveau de la connexion. L'équipe de Sage City remercie sincèrement nos plus de 100 000 membres actifs (et en croissance) de continuer à participer à la communauté en posant des questions, en publiant des réponses et en offrant des idées et des conseils précieux tous les jours. Nous sommes ravis de faire ce premier pas pour pouvoir offrir un processus d’authentification unique pour vous connecter à Sage City et, éventuellement, pour tous nos autres services digital, pour rendre votre expérience en ligne plus facile et plus agréable!

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A partir de 21 de março, o Sage City terá uma opção para entrar na comunidade, em vez dos dois usados ​​anteriormente. Todos os usuários serão obrigados a usar o Sage ID para entrar no Sage City a partir desta data.

Se você já tiver feito login no Sage City usando o Sage ID, não notará nenhuma mudança na experiência de hoje. Sua senha permanecerá a mesma, junto com todas as suas configurações de conta e informações de perfil do Sage City. Para a maioria dos membros fora da América do Norte e a grande maioria dos membros que se inscreveram para uma conta do Sage City depois de 14 de novembro de 2018, este será o cenário que se aplica a você.

Se estiver a iniciar sessão no Sage City com uma “conta do Portal” (que também é utilizada para aceder ao Sage Knowledgebase e aos Portais do Cliente / Parceiro), esta alteração para o Sage ID irá afetá-lo. Isso se aplica principalmente a membros da América do Norte ou aqueles que tiveram uma conta em Sage City por algum tempo. 

Para os membros afectados, a primeira vez que iniciar sessão no Sage City após esta actualização a 20 de Março, ser-lhe-á pedido que crie um nome de apresentação e uma palavra-passe do Sage ID ou ser-lhe-á pedido que inicie sessão no Sage ID suas credenciais da “conta do Portal”. Este será um processo de configuração de conta única. Depois de ter criado o seu novo Sage ID, ou registado no Sage ID, se já tiver uma conta, ser-lhe-á apresentada uma página para confirmar o seu Nome de Apresentação do Sage City. Este campo não permitirá a edição e é simplesmente o último passo para ligar a sua conta do Sage ID à sua conta do Sage City. Quando essa etapa estiver concluída, você deverá fazer o login na página inicial da comunidade. Todos os outros aspectos da sua conta e experiência no Sage City permanecerão os mesmos.

Algumas perguntas frequentes rápidas:

Por que você está fazendo essa alteração no método de login da Sage City?

Essa mudança para o Sage ID é o primeiro passo para permitir o uso de um processo de logon único para todos os sites de suporte no Sage.

Alguma das minhas informações sobre Sage City vai mudar?

Não, todas as informações da Sage City, incluindo seu endereço de e-mail usado para acessar o site, Sage City Display Name, configurações, informações de perfil, atividades passadas, etc. permanecerão as mesmas e não serão afetadas por essa alteração. A única coisa que pode mudar com a mudança para o Sage ID é possivelmente a sua senha, se você optar por alterar isso ao criar a parte do Sage ID da sua conta.

Se eu usei minha conta do Portal para acessar o Sage City, isso afetará as credenciais do meu Sage Knowledgebase ou do Customer / Partner Portal?

Não, você ainda pode usar sua “conta do Portal” existente para acessar a Sage Knowledgebase e os Portais do Cliente / Parceiro na América do Norte. A curto prazo, até que o Sage Knowledgebase seja transferido para o Sage ID, as credenciais usadas para acessar este site não serão mais sincronizadas com o Sage City. Depois que o Sage Knowledgebase passar a usar o Sage ID, nesse ponto, esses sites usarão o processo de login único para entrar.

O link para entrar ou criar uma conta no Sage City está mudando?

Não, você ainda pode entrar e criar uma nova conta neste link: https://sagecity.na.sage.com/login Basta digitar o seu endereço de e-mail e, em seguida, clicar no botão cor-de-rosa "Entrar ou entrar". ainda não tem uma conta do Sage ID, ser-lhe-á solicitado que crie um Sage ID Display Name (pode optar por utilizar o mesmo Sage City Display Name ou criar um novo nome apenas para o Sage ID) e terá de clicar no botão cor-de-rosa “Entrar ou entrar” novamente para ser levado à página de criação da conta do Sage ID para iniciar a configuração única da conta. Se você já possui uma conta do Sage ID, você será levado diretamente para a página do Sage ID para inserir sua senha e, uma vez verificado, será direcionado para a página de confirmação do seu Nome de Exibição do Sage City, antes de estar logado na comunidade.

E se eu tiver algum problema com minha conta?

Se você encontrar algum problema com a configuração da parte do Sage ID da sua conta ou com o login no Sage City, por favor envie um e-mail para Sage City Mayor - sagecitymayor@sage.com - e entraremos em contato assim que pudermos. A caixa de entrada do Sage City Mayor é monitorada das 9:00 às 20:00 ET, de segunda a sexta-feira, exceto feriados.

Queremos nos desculpar antecipadamente por qualquer inconveniente causado por esta manutenção planejada e atualização de login. A Sage City Team agradece sinceramente nossos mais de 100.000 membros ativos (e crescendo) por continuar a participar da comunidade, fazendo perguntas, postando respostas e oferecendo informações e conselhos valiosos todos os dias. Esperamos dar o primeiro passo para poder oferecer um processo de login único para entrar no Sage City e, eventualmente, em todas as nossas outras ofertas de serviços digitais, para tornar sua experiência on-line mais fácil e agradá

We post all the latest news here - including updates about your Sage solution.                                

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Nous publions toutes les dernières nouvelles ici, y compris des mises à jour concernant votre solution Sage. Sélectionnez votre produit ci-dessous:

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• Sage 50 US Announcements, News and Alerts 
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Mongo DB (for those who do not know what it is) is a noSQL database. If you want to know more about noSQL I suggest google searching it. Same goes for Mongo DB.  Mongo DB has a huge community forum site, blog site, and training site for just about everything you could ask for. Majority of the options Mongo DB offers is free; so, take advantage of it while you can. Since Mongo DB is not a SQL defined database; traditional statements like SELECT or ORDER BY will not work. They use more similar calls to APIs like GET and FIND.  

So, where do we start? Where everyone else does; Mongo DB’s manual site.  (https://docs.mongodb.com/manual/mongo/)
Here you will get everything you need on how to start querying for data. The examples they list have a slight learning curve but after a while of trying them out you’ll get the hang of it. A good tip is to remember that Mongo DB is case sensitive. Be careful how you write and read. Some things will look totally wrong but, is not. If you’re like me, and you don’t like using windows command prompt or oracles BASH command, then you’ll want to get a GUI like Microsoft’s SQL Server Management Studio (SSMS). Unlike Microsoft, Mongo DB has a free developer version of Mongo DB. Therefore, developers have made hundreds of different GUI compatible interfaces for Mongo DB to use. I traditionally use Robomongo (https://robomongo.org) or Mongo Compass (if I want to be fancy). Robomongo has a free and a paid version that is available. The main differences are features but for the sake of the blog, the free will work nicely. Mongo Compass “full” is paid only unless you’re signed up as a developer then you get access to Compass Full. Compass is Mongo DB’s official GUI management studio for Mongo DB.  Mongo Compass Community is a lite free version of Compass (https://www.mongodb.com/download-center/compass?jmp=docs). All screenshots here will be of Robomongo.

Starting with Robomongo installed (which is not covered here in this blog) connect to the database.
Sage EM’s Database structure should look like this:

Note: The total number of Collections can vary depending of the version/patch of Sage EM you have installed.
We are going to start with a new query window. From here we are going to write and run the following command db.runCommand( { listCommands: 1 } )
Should get the following results.

This is the list of all acceptable commands allowed by the version of Mongo DB you have installed. If you further drill down into the commands most of them will include a help topic and a http link to Mongo’s site on how to use that specific command or additional information on the command.

There is also a more complete listing on Mongo’s site (https://docs.mongodb.com/manual/reference/command/).  A simple command is serverStatus command. It is used to tell you what the status of the Mongo DB server. It’s a super easy way to see the exact version of Mongo DB running. How you use it in its simplest form is:  db.runCommand( { serverStatus: 1 } )
The returned results should look like so:

Here you can see the versioning, lock status, network connections, uptime, and more. It’s a simple way to check on Mongo DB. There is also another status base command that is easily used and it allows you to view stats of a specific collection; db.runCommand({collStats: "Collection.Name"})  (Collection.Name is to be replaced with the name of the collection)
For example, if you ran the following:  db.runCommand({collStats: "Role"})  it would give you the collection (table) stats for that collection “Role”

Here you can see the collection size, document count, index count and more. You can read all about commands at the link I posted a little further up.
 
I have one more site for us to review. That is the Database Methods (https://docs.mongodb.com/manual/reference/method/js-database/). This is a listing of Method commands like getCollection and dropDatabase commands. Mongo Refers to these as Methods which the same links will explain. For the sake of our blog we will be using the getCollection. Its similar to SELECT in MS SQL. For our first and most basic query, we are going to load the "User" Collection (note: collections are what Mongo DB calls a Table of data). Write the following to the query window:  db.getCollection('User').find({})  It should return this type of results:

Essentially the query is saying select * from table
Looks like I only have 6 users in Mongo DB. The User collection ties directly to Sage EM’s Administration, Administration, Users, User function. Each user gains a _id label which is what we are seeing here. Drilling down into the _id keys you will see additional information. _id keys are the unique identifier for the document or record. As you see here, the document we see is the user ADMCA (note: documents in Mongo DB  are the same as records or rows in MS SQL)

We will continue with using ADMCA as our test. Let’s say we wanted to filter the list of users down to a specific user (ADMCA). Pretend I have a lot of users. When searching for a user you must know two things, the column (field) name and the value in which you need to locate. In this simplified case the column name is login and value are ADMCA. This is how you would write the query using the GET in conjunction with FIND.  db.getCollection('User').find({'login':'ADMCA'})  [note the case sensitivity]
This should filter the Collection “User” by logins with the value ADMCA

The same format can be used for any of the other collections if you know how to locate the two items you need. When searching through an array or compounded data you can include that in the breakdown of the find.  In our next example we will use the PageLayout collection to demonstrate how to search when you have compounded data or data you can drill down into where layers are involved.

In this case, we want to find out how many documents do we have in the PageLayout Collection that have a _variantType of landingPage. The way we can do that is tiering the search. We tier by adding a period or “.” Dot as a drill down segment when searching.  Example of this is here:  db.getCollection('PageLayout').find({'page._variantType':'landingPage'})

Note that I wrote the spelling exactly as it is in the collection even keeping the capital letters and the underscore “_”.

The returned value was 48 documents that had a _variantType of landingPage

Now you have a basic understanding of how to find stuff in Mongo DB. Do not forget to check out Mongo DB’s website for additional information on how METHODS and COMMANDS work with the environment.  

We have a special release this month for Sage 50 CA which does NOT include new tax updates. The next payroll tax update is scheduled to be released in June as usual.

Users (starting with those on the Quantum edition) can expect to see an install message April 24th. If the controlled release goes as planned, then all users will be notified by May 1st. The schedule may change based on server loads and other factors.

• CD's for users on shipping plans will be sent out on May 1st. 

See this video or read on below to learn about the 3 new features:

https://youtu.be/RDT2HicwVdc

The 3 New features in Sage50cloud release 2019.2 include:

 1. Credit Notes and Debit notes for customers and vendors

To locate this new feature visit the Customer & Sales or Accounts Receivable module, depending on your settings.

• Note: This feature was Included in release in 2019.1 but known issues are now resolved . Also note that this feature is only available in Premium and higher editions on an active subscription.
  

What are Sales Credit Notes?

Credit Notes allow to easily reduce the quantity or amount invoiced. It's useful to easily issue a credit to customers, or to record credit notes that you receive from vendors.

What are Sales Debit Notes?

Debit Notes allow you to increasethe quantity or amount invoiced.

Where can you find Debit and or Credit Notes?

Outstanding customer credit notes and debit notes appear in the receipts journal, along with outstanding customers invoices:

Outstanding vendor credit notes and debit notes appear in the payments journal, along with outstanding vendor bills.

2. Goods Received Notes for vendors

If you've received goods from a supplier but received the invoice at a later date can be recorded using a Goods Received Note. This allows you to update your inventory quantity and value, making it easier to track stock levels and enables received goods to be available in other transactions.

When the invoice is received at a later date, the Goods Received Note is converted into a purchase invoice in a few clicks.

3. Delivery Orders for customers

• Note: This feature was Included in release in 2019.1 but known issues are now resolved . Also note that this feature is only available in Premium and higher editions on an active subscription.

Delivery Orders are the equivalent of Goods Received Notes but for the Accounts Receivable (AR) module. It allows you to record the delivery of goods or services which have not yet been invoiced to your customers.

When a Delivery Order is recorded, your inventory quantity and value are updated making it easier than ever to keep track of your stock levels.

When you are ready to invoice your customers, a Sales Invoice can be created in a few clicks from the Delivery Order.

For more details about the Sage 50 CA 2019.2 release please review the What's New PDF document  (Click here for French) as it includes some other resolved issues.

 Lisez ce blog en français

• Quelles sont les 3 nouvelles fonctionnalités dans la version 2019.2 de Sage 50 CA?

Thanks for reading!

For more resources visit: Sage Product Support Resources for help with products in North America

When it is time to close the period, what is the fastest way to ensure that you have posted everything and are ready to close? Hmmm...Have you looked at the Cloper Report for this information? The Cloper Report is the Pre-closing verification report. It will point out potential issues stopping you from closing such unposted transactions,  simulated entries that need resolution, and general ledger account balances that are showing the opposite sign of what you expect. The Online help center's definition of the report reads:

The CLOPER report presents in the form of a log file the list of pre-closing anomalies recorded for a legal company. This report can be printed for one or several non-closed accounting periods defined at folder level.

This report can be accessed from the report menu of the group General accounting. It is also called by default from the following function:Common data > G/L accounting tables > Periods

Let's look at some of the typical anomalies on the Cloper report and how to resolve them.

All those pages!!! First Step:  1 $VERF_HAE Temporary Journal

The Cloper report results can be pretty daunting when you aren't closing periods on a regular basis (Hint! Hint!) Where to start when there is so much to clear up? Usually, the most entries on the Cloper log will start with this: "1 $VERF_HAE Temporary Journal" followed by details of the associated temporary journal. This message means that you have journals that aren't in Final Status. You can't close until all journals for the period are in final status. Here is an example from the Cloper log:

You can go into each Journal entry under Financials, Journals and change the status there. If you have a number of entries and don't need to review each one first, use Final validation under Financials, Current processings to move the journals tofinal status. You have the option to run this by period, company, journal code or document type. Once you have moved the journals to final, they will drop off of the Cloper log.

1 $VERF_SIH Customer Invoice not posted followed by the invoice number. These are Sales or BP Customer invoices that haven't been posted. They can be posted individually from their respective entry screens or in mass. Sales invoices can be posted from Invoice/Credit memo validation under Sales, Invoices. For BP customer invoices in mass, post under A/P-A/R accounting, Invoicing, CustomerBPinvoiceposting. After you are finished,. the journals generated will have to be moved to Final Status.

1 $VERF_PIH Invalid Supplier Invoice followed by the invoice number. This one confuses everyone with the "invalid." This only means that the Purchase or BP Supplier invoice has not been posted. Like the customer invoices they can be posted from their data entry screens or in a batch. BP Supplier invoices can be posted in mass under A/P-A/R accounting, Invoicing, Supplier BP invoice posting. Purchase invoices can be posted in mass from Invoicevalidation under Purchasing, Invoices. Again, once these are posted, journals are generated which will require final validation.

1 $VERF_TMP SPDIR PI#### Entry pending validation means your invoice has been posted, but the entry hasn't made it to the GL. Check to make sure your Accounting Tasks function is running. This is found under Usage, Batch, Server.

1 $VERF_HAE Temporary Journal: GENSM ##### On the Journal: GENSM Active simulation means its time to decide what to do with those simulated entries. In my example, I had simulated entries for a recurring transaction. Under Financials, Current processings, Recurring entries, Recurring entries, I generated Actual entries. There is an entry to have the journal created in Final or Temporary status.

1 $VERF_GAF XXXXXX Recurring journal not generated indicates there is a recurring transaction that has to be generated. Head back to Financials, Current processings, Recurring entries, Recurring entries to generate that entry for the period(s).

-1 $VERF_SVC NA0111705INVBC000002 Revenue with apportionment not posted means that an invoice with apportioned revenue such as a subscription invoice has not been posted. It is posted the same way other Sales invoices are.

$SLD 12100 NA008 Sign by Default Debit - Balance total Credit balance or $SLD 20100 NA056 Sign by Default Credit - Balance total Debit balance these messages indicate the balance signs on the account aren't what is expected.

If we look at the Management tab under Common data, G/L accounting tables, General, Accounts, for 12100 AR, we'll see that Balance sign was set to Debit because we expected the accounts receivable, an asset account, to have a debit balance. This won't stop us from closing the period, but it is probably something we want to research.

1 Error USD SITE# Balance unbalanced typically shows up on the Cloper log when the prior year has not been closed. To clear this, either go to Financials, Closing processing, Fiscal year end and perform a "hard close" or to Financials, Utilities, Closing, Year end simulation, and run the simulated close.

I hope this will help you the next time you close and make the process a little less daunting.

This notice provides important information for Sage Accountants Network (SAN) members supporting clients on unsupported versions of Sage 50—U.S. Edition.

Due to a required upgrade to Actian Zen v13 (formerly Pervasive) in the Sage 50—U.S. Edition 2020.0 release scheduled in July 2019, SAN members and Certified Consultants/Partners supporting clients on older versions of Sage 50 or Sage 50cloud will no longer be able to maintain versions prior to 2019, along with 2020, on the same computer.

The Pervasive License Check for Sage 50 US versions 2018.2 and earlier specifically look for a Pervasive version 11 license key.  When you install Sage 50 US 2020.0, Pervasive will upgrade to version 13 Actian Zen on the machine.  As part of this upgrade, Pervasive/Actian makes the v11 keys inactive, leaving the new v13 keys.   This will cause the earlier version of Sage 50 to no longer work as it will not have the proper key.

It is also important to note that Sage 50 2018.2 and earlier versions are no longer customer-supported releases, so this an opportunity to discuss upgrade options with your clients.

Why We Are Upgrading from Pervasive v11 to Actian Zen (v13)

Actian Zen v13 better supports Windows 10 and offers better Windows 10 compatibility. An upgrade is in order to receive the updated maintenance that Actian has developed into v13. 

In addition, the updated version of Actian offers improvements to installation which should result in fewer Actian and Sage 50 installation issues.  As well, this version enables updates to activation including a change that should significantly reduce broken keys that today cause the need to reactivate. 

What You Can Do Now

In order to avoid any issues when installing Sage 50 2020.0, we strongly recommend that you take necessary action prior to the July release. This includes upgrading your clients to the latest version of Sage 50, acquiring the necessary equipment needed to run the different versions of Sage 50 on separate machines, and/or running Virtual Machines like VMware.

We’d Love Your Feedback

We are always looking for opportunities to improve your experience using Sage50cloud as a member of the Sage Accountants Network. Do you have any feedback on what we can do to enhance Sage50cloud?  You can enter detailed suggestions in the Sage City GeneralIdeas section for Sage50 and even vote on existing suggestions to help us better prioritize where we focus our resources.  

Questions? Join product discussions right here on Sage City, search articles in the Sage Knowledgebase, or contact Customer support for more information.

The following will guide you in setting up a new payment method which includes creating the payment and expense accounts then a quick step in Setup > Settings. See below for details on the four easy steps. You'll be processing payments to vendors in no time!

STEP 1 - Create a Payable Account: In your chart of accounts, you'll need to set up a Payable Account (in the 210xx range typically). To do this, go to the Company module, then click the drop down arrow next to the Chart of Accounts icon, select Add Account.

If you're using the default Sage 50 database and Chart of Accounts and want to rename and or renumber accounts when setting up your business, see the screenshot below for steps.

Note: If you create this account from scratch, you can use the sample company database for a model and or just select the settings of Subgroup Account for the Account tab, and Credit Card Payable for the Account Class on the Class Options tab.

Once done, click on the Save button found under the Edit menu option or click on Save and Close.

The end result, will look like this in your list of Accounts.

STEP 2 - Create an Expense Account:

Similar to STEP 1, you can locate a mock Visa Expense account (in the 581xx range usually) in the sample company for a model.

Note: If you create this account from scratch, just select the settings of Subgroup Account for the Account tab, and Interest Expense for the Account Class on the Class Options tab.

STEP 3 - Link your Payable / Expense Accounts: Go to the Setup > Settings menu, then select Credit Cards from under the Company section and go into the Used section for adding credit cards that you'll be using to make your business payments to vendors with.

STEP 4 - Create a payment:

Depending on the payment method you set up, you can now create a payment and use the dropdown to select which payment By option you need.

Lisez ce blog en français

• Comment configurer des cartes de crédit pour les paiements aux fournisseurs dans Sage 50 CA ?

Thanks for reading!

For more resources visit: Sage Product Support Resources for help with products in North America

Español      Francais      Portuguese

We wanted to post a quick note to thank all of our new global members from Australia, Belgium, Botswana, Brazil, France, India, Kenya, Malaysia, Morocco, Namibia, Nigeria, Portugal, Singapore, South Africa, Spain, and United Arab Emirates who joined the Sage City community last June as we expanded from our initial origins in North America. 

It has been a very successful first year in these 16 countries, with almost 11,000 new memberships, 5,300 new posts, 8,100 replies, well over a million page views, and four new languages offered.  From the many new conversations started each day to the thousands of users who have benefited from the replies given, answers verified, and insight provided, we certainly could not have done this on our own as it took the effort of many community members to make this peer-to-peer support community really thrive.  It has grown to be the single place for Sage customers, partners, and employees to not only ask product questions, but also share ideas and knowledge.  And for that we want to say thanks to all of our fellow citizens in Sage City. 

So far, it’s been an incredible journey and we’re excited for what the future holds next.  Thank you for an amazing first year!

The Sage City Mayor and Team

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¡Feliz primer aniversario a nuestros nuevos miembros globales!

Queremos agradecer a todos nuestros nuevos miembros globales de Australia, Bélgica, Botswana, Brasil, Francia, India, Kenia, Malasia, Marruecos, Namibia, Nigeria, Portugal, Singapur, Sudáfrica, España y Emiratos Árabes Unidos, que se unieron a la comunidad de Sage City en junio pasado cuando nos expandimos desde nuestros orígenes iniciales en América del Norte. 

Ha sido un primer año exitoso en estos 16 países, con casi 11.000 nuevos miembros, 5.300 nuevas entradas, 8.100 respuestas, más de un millón de páginas vistas y cuatro nuevos idiomas ofrecidos. Desde las nuevas conversaciones que se iniciaron cada día, hasta los miles de usuarios que se han beneficiado de las respuestas proporcionadas y verificadas y los conocimientos aportados, ciertamente no podríamos haberlo hecho solos, ya que hicieron falta el esfuerzo de muchos miembros de la comunidad para lograrlo. 

Se ha convertido en el lugar único para que los clientes, socios y empleados de Sage no solo formulen preguntas sobre productos, sino que también compartan ideas y conocimientos. Y por eso se lo queremos agradecer a todos nuestros conciudadanos de Sage City. 

Hasta ahora, ha sido un viaje increíble y estamos entusiasmados con lo que nos depara el futuro. ¡Gracias por un primer año increíble!

El alcalde y el equipo de Sage City

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Joyeux anniversaire à tous nos members des solutions globales!

Nous avons souhaité poster une petite note de remerciement à tous nos nouveaux membres des solutions globales issus de  l’Australia, la Belgique, le Botswana, le Brésil, la France, l’Inde, le Kenya, la Malaysie, le Maroc, la Namibie, le Nigeria, le Portugal, Singapour, l’Afrique du Sud, l’Espagne et les Emirats Arabes Unis qui ont rejoint la communauté Sage city en juin dernier, agrandissant ainsi la communauté initiale et originale Nord-Américaine.

Ce fut une année très riche et remplie de succès dans ces 16 pays, avec pas moins de 11,000 nouveaux membres, 5,300 nouveaux posts, 8,100 réponses apportées, 4 nouvelles langue intégrées et plus d’1 million de pages visitées! 
Des nombreuses nouvelles conversations lancées chaque jour, aux milliers d'utilisateurs qui ont bénéficié des réponses données ou vérifiées et des idées fournies, nous n'aurions certainement pas pu le faire nous-mêmes, sans les nombreux efforts des membres de la communauté qui ont su parvenir à ce résultat. Cette communauté d’échange et de partage prospère véritablement et nous nous en félicitons.

Sage City est devenu le lieu unique où les clients, les partenaires et les employés de Sage peuvent non seulement poser des questions sur les produits, mais aussi partager des idées et des connaissances. Et pour cela, nous voulons remercier tous nos concitoyens de Sage City

Jusqu'ici, le voyage a été incroyable, et nous sommes impatients de voir ce que l'avenir nous réserve. Merci pour cette première année incroyable!

Le Maire de Sage City et son Conseil d’Administration

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Parabéns pelo primeiro ano enquanto novo membro global! 

Queremos publicar uma nota rápida para agradecer a todos os nossos novos membros globais da Austrália, Bélgica, Botsuana, Brasil, França, Índia, Quênia, Malásia, Marrocos, Namíbia, Nigéria, Portugal, Singapura, África do Sul, Espanha e Emirados Árabes Unidos que se juntaram à comunidade da Sage City em Junho do ano passado, quando alargarmos as nossas origens. 

Foi um primeiro ano muito bem sucedido nestes 16 países, com quase 11.000 novos membros, 5.300 novas publicações, 8.100 respostas, bem mais de um milhão de visualizações de páginas e quatro novos idiomas oferecidos. Foram muitas as novas conversas iniciadas a cada dia, foram milhares os utilizadores que beneficiaram das respostas dadas, perguntas verificadas e insights fornecidos e, certamente, não poderíamos ter feito isto sozinhos, tendo sido necessário o esforço de muitos membros da comunidade. A comunidade de apoio “peer-to-peer” realmente funciona. Tornou-se o único lugar para os clientes, parceiros e funcionários da Sage não só fazerem perguntas sobre produtos, mas também compartilharem ideias e conhecimentos. Por isso queremos agradecer a todos os residentes da Sage City. 

Até agora, tem sido uma jornada incrível e estamos animados com o que o futuro reserva. Obrigado por um primeiro ano incrível! 

Equipa da Sage City

Looking to expand your small business or just want additional features to enable you to do things like mobile invoicing? See the below for details on how to migrate, move or integrate your Sage | Accounting data with Sage 50 CA software.

STEP 1:Already have a Sage | Accounting database?  Go to Step 2. If not then here's:

How to set up a Sage | Accounting account

If you need to create your Sage Business Cloud Accounting account see the KB 66368 which advises to go to the top right of the site https://www.sage.com to click Sign in. Select  the Sage Business Cloud Accounting option, then see the top right again to Sign Up for a trial.

• Note that the sign up process is only available in English, however, Sage | Accounting is a bilingual cloud based software.

After you create the account click Live Chat to ask that your Sage Accounting Trial be linked to your existing Sage Account ID (if you have one ) to get it out of trial mode.

STEP 2:After you've installed Sage 50 CA make sure to log-in as sysadmin under the Single-User mode with all other windows closed. Then go to the File menu, then scroll down to Sage | Accounting>Set Up Connection… and login to your existing Sage | Accounting account.

Note: If the Set Up Sage | Accounting Connection features on the File menu are not accessible to you, then speak to our sales team at 1-866-261-9610 to ensure that you have a Sage 50cloud subscription. This allows you to connect to a Sage | Accounting database.

After logging on to Sage | Accounting , you'll be asked to authorize the application connection.

Note: If you experience any issues with connecting your database, contact sagebusinesscloudsupport@sage.com or reach out to the support team for Sage | Accounting (see top right for Help when logged in) via chat found here on the Sage Support & Training resource page.

STEP 3: Back up your Sage 50 company database (optional if your database is brand new) and then follow the steps outlined in the Sage Accounting Connection Wizard to connect your Sage Business Cloud Accounting company with your Sage 50 company.

• TIP*: Press F1 on your keyboard to bring up additional instructions on how to download transactions and records from Sage | Accounting to Sage 50.

STEP 4:Continue following the prompts. Select your Sage | Accounting company and then select a setup method. Note that there's a difference between Auto Setup (where you essentially set up a new Sage | Accounting company which will automatically match an existing Sage 50  company  database) and Manual Setup.

 If you have an existing Sage | Accounting database  that you're looking to move to Sage 50, then you will want to select Manual Setup in order to have more  steps for mapping Sage Business Cloud Accounting information, including chart of accounts, taxes, tax codes, and more with Sage 50 data.

STEP 5:For more details on how to use the Sage Accounting Connection Wizard  to map your data please see our  KB 66368 resource. We also have an old blog on How to have a matching Chart of Accounts in Sage 50 and Sage | Accounting ( see this link for the French version of this) which may help you.

NOTE: Sage Business Cloud Accounting edition (not Standard) is the only version that you can sync with Sage 50.

Select a date from which you want to start the download. Only transactions created on or after the specified date are downloaded. Click Download Transactions to begin downloading transactions and any new or updated records from Sage Accounting. The results are shown in the Download Summary.

STEP 6:  Print a copy of the Download Summary. You have the option of continuing your use of Sage | Accounting to upload records for accounts, customers, vendors, and items.  This option opens the Connection Wizard.  You can press F1 to lookup the resource on how to Connect to Sage Accounting for mobile invoicing for instance.

More info:

How are Products and Services in Sage | Accounting configured when brought into Sage 50?

The details in KB 59569 still applies to the 2019 version of Sage | Accounting and Sage 50 CA.

• Inventory items created in Sage 50 using the Connect to Sage | Accounting  functionality will use the Inventory Assets and Cost of Goods Sold accounts selected during the  Sage | Accounting  to Sage 50 Connection Wizard.
• Services from Sage | Accounting  will be setup as Service items in Sage 50.
• Service items created in Sage 50 using the Connect to  Sage | Accounting  functionality will use the Sales account configured in the  Sage | Accounting  to Sage 50 Connection Wizard

Lisez ce blog en français

• 6 étapes pour déplacer des données ou connecter Sage | Comptabilitéà Sage 50 CA

Thanks for reading!

For more resources visit: Sage Product Support Resources for help with products in North America

There are times where a user may get stuck or stranded in the program. Check the Network Status Report (File, Network Status Report from the Launcher Menu) and ensure you are the only user displaying.  If this report shows users who are not logged in or tasks that are not running, the user or task may have become "stranded."  If this happens to you please keep in mind the simple steps below to disconnect users. 

IMPORTANT:  Have all users exit Sage BusinessWorks including yourself. Also, make sure no other applications are using Pervasive when disconnecting all users.

1. From the Windows Start menu, point to All Programs, point to Sage BusinessWorks, and click DBRegister.      
2. In DBRegister, Select the BWSystem1400database so that it is highlighted.
3. Click the Users 
4. Click the Disconnect all Users
   A warning message displays that you are about to disconnect all users, click OK. The Sage BusinessWorks users and  tasks have been reset. Click OK, and click Close to exit DBRegister.
   
5. Open Sage BusinessWorks to verify that the stranded user or task is cleared.
   Note: If the error "Unable to open smcompanies or smusers"  occurs, Sage BusinessWorks may have been running on the network at the time of the reset. If the message displays on one computer, reboot that computer.  If it happens on more than one computer stop and restart the Pervasive engine on the server. If the problem persists, restart the server; all users should now be able to open Sage BusinessWorks.
   

Financials Fun Facts

To start the summer season, here are a few fun Financials facts (I love alliterations). For your beach reading pleasure, sit back, relax, put your feet into flip-flops (alliteration!) and enjoy this blog.

Do know that you can ensure that amounts and accounts aren’t changed when you are reversing a journal? Change the journal’s Status to Final before you do the reversal. Then, the reversal will be generated with the Final Status and no one will be able to change the amount or account on the original or reversing entry.

Reversed Journal number GEN000009 which was in Final Status

The reversing journal GEN000010 was generated in Final status

Note that once a journal is in Final status, the only modifications you can make are for informational purposes only or if they concern the analytical postings. The date, amounts, accounts, VAT code, and other purely accounting information can no longer be modified.

 Does someone keep messing up your accrual or prepaid accounts with miscodings or journal entry changes after you’ve already reconciled and completed your workpapers? Then, you might want to consider using Matching. “But matching is only for RNI, AP and AR,” you say. No, any account can be made “matchable!”

Head to Common data, G/L accounting table, General, Accounts. I’ve created account number 23100, Accrued Use tax. On the Miscellaneous tab, in the Flags section, I selected Matchable. The account doesn’t need to be a control account to be matchable.

I’ve entered journal accruals for the first quarter and now it’s time to reconcile my account. I’ve accrued use tax for CA and ILL. I will match my accruals by state under Financials, Matching, Manual Matching.

I can see what makes up the $7,200 balance in my 23100 account. I’ve accrued $3,000 for CA and those entries are matched with a small letter “a.” Another $4,200 was accrued for ILL and those lines are marked with a small letter “b.” Small letter or lowercase matching indicates that matched debits don’t equal credits. In the case of my liability, it means the taxes haven’t been paid yet. When the debits do equal the credits, the matching will generate a Large letter

Now, let’s check what happens if someone tries to delete a matched line in Journal Entry. Call up GEN000011. Click on the Actions icon on the Lines grid and select Delete all. This generates an error: “Application error. Entry matched, cancellation not possible” If someone tries to change the amount, they will find the field can’t be edited. Your reconciliation is saved!

A couple of things to note on this screen shot. You can see that the first line has been matched with “a.” Your screen may look different. There was no fancy customization. I just dragged and dropped the Matching field so that it is now next to the Description. This change is maintained for just my screen. The three dots on top of the grid represent the Actions icon. The Actions dropdown menu has an option to Delete all. This is available on most grids and is a real time saver.

Did you know that you could use the matching information to create a reconciliation work paper? One way to do this is to create a simple Query tool report under Setup, Usage, Reports. The matching and detail journal information is saved in the GACCENTRYD table. I’ve selected the GL account (ACC), Accounting date (ACCDAT) Description (DES), Entry amount (AMTCUR) and the Matching letter (MTC).

After you select your fields, click the Create icon (1), followed by Validate (2) and Run (3). Run does not execute the query; it only opens it. Any data that you see after clicking Run, is left over results from the prior execution of the query.

Once you Run the Query, click Criteria (1) and select your Account (2).    Click OK (3). Click Search (4). Query returns Results (5).

The Results can be exported to Excel where you will have the matching letters and account dates to sort by for your reconciliation. Now, you have supported details behind the account balance in one Excel spreadsheet.

Did you ever wonder why the left list in Journal transaction windows doesn’t include all the journal entries? I created a new Journal entry transaction STDC2 under Setup, Financials. I clicked Validation. Validation creates the entry form or updates an already existing one.

Down in Financials, Journals, Journal Entry, I selected STDC2.

Create a new journal GEN000016. Notice the left list only has the GEN000016 entry. This seems to make sense as this is where I created the journal.

However, why do I see GEN000016 in the left list when I open Journal Entry using STDCO?

It all depends on what journal transaction entry code is in the Parameter SCHSTDC under Setup, GeneralParameters, Parametervalues, Chapter CPT, Group DEF. In my case, I have STDCO. So, all journal entries are visible in STDCO’s left list. The other transaction entries only have the journals created under that specific transaction entry type

If I change the value of SCHSTDC to STDC2, all the journals now appear in the left list for the journal transaction entry STDC2.

When I open STDCO, GEN000016 is no longer visible because it wasn’t created under STDCO.

I hope you enjoyed Financials Fun Facts and that it made good beach reading!

Have you been having to re-enter invoices and receipts into accounting software? Did you hear the news? AutoEntry now integrates with Sage 50 Canadian Edition, as well as, with Sage Business Cloud Accounting!

Capture a bill and then go deeper, capture line items by setting up a system of rules to match them to expense accounts on your chart of accounts. Let AutoEntry extract the data automatically. Make sure that your practice or business is benefiting and given the opportunity to scale-up by taking advantage of this highly recommended smart data capture cloud based app. You'll save hours of work!

What is AutoEntry?

AutoEntry is an intelligent, cloud-based solution which eliminates data entry, so users never again have to type up invoices or receipts. AutoEntry captures and analyses scanned and photographed paper documents, automating data entry into a user’s accounting software.

Watch this explainer video!

https://youtu.be/RntdwrMeJTM 

5 Steps for setting up the integration between AutoEntry and Sage 50 CA

Because AutoEntry is cloud-based and Sage 50 Canadian Edition is installed locally, the AutoEntry Sync App needs to be downloaded and installed for the two solutions to communicate. Here is a summary of the main steps to configure the integration:

1. In Sage 50 CA's Setup > Set Up Users & Roles menu, create a user for AutoEntry with read/write access and full accounting rights.
   • TIP: Your default sysadmin username must have a password set before you can select Add User
     
2. Download and install the AutoEntry Sync App.
3. Open the AutoEntry Sync App and log in with your AutoEntry log in details.
4. Pick the AutoEntry company that you would like to connect.
5. Browse to the location of your Sage 50 company and enter the username and password configured in step 1 to connect to AutoEntry. 

Important Notes for using Sage 50 CA with AutoEntry:

• With the Pro edition of Sage 50, ensure Sage 50 is closed before completing the connection or when publishing invoices through to Sage from AutoEntry.
• With the Premium Edition or higher, ensure that you have switched to multi-user mode. 

More information is available here. AutoEntry will help customers during an onboarding and will provide support for the integration.

Is AutoEntry available in French and English?

AutoEntry is available in English only.

What are some of the coolest things that AutoEntry does?

• You can allocate a bill to a customer
• It's really good at capturing bank statements
• Taking a client out for dinner? Capture expenses on the go, take a picture of your receipt using the iOS  or Android AutoEntry app. The upload will capture the image and data including the date, vendor's name, expense category and the amount.  
  

How do you get signed up with AutoEntry?

If you're interested in automating your workflow with AutoEntry (and you're currently using Sage 50 CA version 2019.3+), please call 1-857-302-3409.

Note: This integration is available to all users on both subscription and perpetual (like Silver or Payroll) Sage Business Care plans.

I've signed up for AutoEntry and need help, who do I contact?

AutoEntry's support team is available by:

• Phone at: 1-857-302-3409
• Email: sagesupport@autoentry.com
• Chat support : www.autoentry.com/sagesupport

Lisez ce blog en français

• Comment commencer avec l'intégration récente de Sage 50 CA: AutoEntry

Thanks for reading!

For more resources visit: Sage Product Support Resources for help with products in North America

Did you know, according to the United States Environmental Protection Agency, discarded paper makes up 26% of all municipal solid waste landfills? Recognizing the importance of being environmentally conscious is one of the reasons Sage University courseware materials are now being provided in an electronic format! Offering information this way is just one small step we can take to help reduce the impact on our planet from air and water pollution, chemicals contamination, and de-forestation.

And as they say on TV: “But wait, there’s more!” The online materials are not just a “flat” .pdf or digital book, the “active reader” format is a secure platform that allows you to:

• Annotate and makes notes in your materials where and how you want them—some options include highlighting as well as text, audio, and even video notes.
• Share notes with others who have access to the same courseware.
• Receive notes, pictures, whiteboards, and other files from the instructor.
• Access your materials from many different sources, including web browser, tablet, or phone.
• View the materials in an off-line mode with the confidence any updates you make will automatically be synched the next time you connect.
• Reduce your clutter involved in storing and keeping track of your materials.

We’re working hard to have digital materials available for all Sage solutions (and adding more all the time!). For products that offer online information, Sage University will automatically send you an email with a link to access all your course materials once you have registered and been approved for learning. In addition to how to access the materials, the email will also include information on how to use the tools.

Ready to grow your skillset from anywhere with Sage University? Explore the course catalog and register for classes by visiting www.SageU.com or calling 1-855-SageUni (855-724-3864).

If you don’t know your version Sage X3, then you have come the right place. We’re just about to discuss how to figure it out. Grab a cup of coffee and come gather around as I answer the simplest of questions.

So, how do you know what version you have?

It’s not such a simple question to answer, as most people would think. In Sage X3, version has multiple uses and can be found all over. Version numbering, depending on where we are looking the application, can be interchangeable. What do I mean by that? Well, it’s a bit complicated. A folder or endpoint can be the same “Version” but not the same “Patch” which to some may use the word version but really mean patch. It is common for Support to ask the caller what version and patch you are on. It could refer to the application, endpoint, or both. The Endpoint or folder is the Company folder you sign into when logging into Sage X3. The names and titles can vary depending on the version and region and language of the application (which can make it more complicated when dealing with multi-country and multi-legitimations).

But how do you know for sure? There is a couple of places within the program you can look to see what version you are on. Also note that depending on the version the Version Numbering is also different.

The first and easiest place to check is About. About is a function under the Administration Module where you can Administer stuff (simply put). Its also were majority of the system configurations are stored, changes, and updated at.

After logging in, you would go to Administration, Utilities, Updates, About. This is accurate for any application version starting Version 7 and above. Version 6 and lower we are going to skip (because no one should really be on a 10-year-old version of a software anyways).

The About function will show you information that looks as strange as it sounds (if you tried to pronounce some of the encryption keys).

Here you will see initially the Web server version, which actually refers to the version of Syracuse (orange) you have installed, and a list of endpoints folders (X3 endpoints in yellow).

Clicking on the name of the X3 endpoint folder will tell you the relative version of the X3 folder. The X3 folder reflects the current version and patch of the application. The X3 folder is also the parent folder to all the other folders and is the basis to which all the other folder (AKA child folder or child endpoint) are created from.

Click on the X3 folder and you will see the following screen

The first on the list is the Version (yellow) which states I am on version 11.0.11 or Version 11 Patch 11. You also get additional (bonus) information like the version of runtime you have installed (orange) the folder reference (purple) and service port (pink). This is all additional information but can be beneficial when trying to figure out if you are on the latest versions or not.

This is the simplest way to figure out what version.

Another way you can see is through the SAFE Console component. The SAFE Console is the main configure-er component application for the other components. SAFE Console is pretty much the same style on all versions (including v6). A side note, you would have to know where the SAFE Console is installed and what user installed and configured it to be able to see the versions of the folders / application.

Launch the SAFE Console and you should start with a blank screen like so

Click solution from left list and the click on folders from the top list.

Note: you may be prompted for a user and password depending on the version you have installed.

As you can see, the folders function inside the SAFE Console will tell you the same information. You can see in the picture above that my X3 folder is 11.0.11. You even get a bit more information like what language packs I have for each folder loaded. So now you know two ways to check. The SAFE Console and the About Function.

Do you remember earlier how I mentioned that the Version numbering can be different? Well I did. The newer version, Version 12, has changed the version sequences. It will not be the same as Version 11 and lower used to be and I’ll show you just that. The places you can check will be the same, but I will explain how to translate the numbers. When you go to Administration, Utilities, Updates, About its going to be a bit different

Same information, just different

As you can see the Web server version is completely different. At least the endpoints still look the same, right? Not exactly…

Some of the information has changed and some has not. The version is now 2018 R9 which lucky for us older users it is also translated to 12.0.15 (in parentheses) or Version 12 Patch 15. The same numbering is used for web server as well. This translates 2018 R9.19-0 to 12.0.15.19-0. Easy Peasy!

Now you know how to identify Version 12 as well. YAY!

I have one last curve ball for you readers. The child folder stuff I wrote about above, they can be on different patches than the X3 folder. Child folders have the ability to be marked as “TEST”. Flagging a child folder (child endpoint, or endpoint) as test allows someone to apply patches directly to the child folder, bypassing the application updates altogether. Depending on what you are troubleshooting or reporting or testing, it is always good to also click on the child folders in the About function to see what the version and patch says for them as well. Because, you never know.

When we introduced Sage 100 Payroll 2.0 in 2018, we did so intentionally, with a view to taking a trusted module and aligning it to our larger vision for Sage 100cloud.

Bringing Payroll to our business object framework has meant that users can benefit from many additional capabilities, including dual grids and batch processes to increase data entry efficiency, the ability to easily customize fields, tables, and scripts in ways that persist with product upgrades, and the use of Visual Integrator to automate imports from almost any third-party system. 

As cloud-connected, Sage 100 Payroll 2.0 allows for automated, real-time updates to current federal, state, and local tax rates based on the latest legislation changes.

And as a separate subscription, Sage 100 Payroll 2.0 has meant that users can increase their agility in the face of change though the ability to install the latest updates independently of Sage 100cloud.

Our 2.0 release of Sage 100 Payroll marked an increased level of focus on the module through a roadmap that would see accelerated feature development alongside the acceleration we are driving for core Sage 100cloud.  Building on the momentum we have developed through the introduction of more than 100 enhancements since the release of Sage 100 Payroll 2.0, Sage 100 Payroll 2.19.3 aims to help our customers to more easily navigate challenges in four key areas:

'Other' Tax Deduction Tracking

Easier tracking of ‘other’ tax deductions using multiple General Ledger accounts. Until now, ‘Other’ tax deductions have been bucketed under state tax and could only be recorded in a single GL account. This meant that accountants had to maintain separate spreadsheets to track state and other taxes. With Sage 100 Payroll 2.19.3, we have added the ability to track state and ‘other’ taxes in separate GL accounts, so they appear in separate items.  Fewer spreadsheets means increased efficiency, more accuracy, and better data governance.

Employer Contribution Reporting

Allowing contribution expense account entry for employer contribution deductions. Recent tax law changes require employer contributions be considered part of an employee’s total compensation.  In response, we have added two new features to assist businesses with employer compensation reporting.  We have modified Department Maintenance to allow the entry of a Contribution Expense Account for EmployER Contribution Deductions, and we have modified Check and Direct Deposit Printing to print EmployER Deductions.

Check Reversals

Lookup and reversal of checks outside the current quarter. Sometimes an employee loses a paycheck outside of a quarter for which books have been closed, and after payroll reporting has been completed. Traditionally what this means is that reversals need to be processed in the current quarter, but entered with the correct date in the GL.  This creates inconsistencies in history reporting.  Our latest release of Sage 100 Payroll allows the lookup and reversal of any checks outside the current quarter by users with the right permissions, while also adding a corresponding security event in the audit history

Pension Plan Reporting

A New Old Pension Plan Report. In Sage 100 Payroll 2.0 we replaced the Pension Plan History report with a new Pension Profit Sharing report.  While the new report has been a valuable feature for many of our customers, several have missed the old report, noting that it made it easier to verify that they have been provided with the right information.  Rather than modify the new report, we have brought the old report on framework and added it to the menu as Pension Plan Audit Report.

As we talk about how we are accelerating innovation in support of the Sage 100 product line, I would be remiss if I didn’t also mention some significant changes we are making to the core product. 

This week, in addition to enhancements to Sage 100 Payroll, we also released Sage 100 2019.1.  In this version, we improved Paperless Office by adding an email merge field for package tracking.  As an exclusive for Sage 100cloud customers, we have also expanded access to the Journal and Register Viewers from G/L Account Maintenance and G/L Account Inquiry so users don’t have to search for the specific journal in the list of PDFs. To help you get the most out of your Sage 100cloud experience, we also added more 'Grad Caps' so that users have greater access to more of the educational resources they need, right where and when they need them.

For more information about our most recent releases, check out our release announcement HERE.