Sage 100/100cloud 2018

April 17, 2018|Jenny Searl

Sage 100/100cloud was updated in March 2018 and includes new features and capabilities.

Sage 100/100cloud ERP 2018 Product Update 2 was released in March 2018. Now is the time to schedule your installation. If you have third-party add-ons or enhancements, we will need to confirm that those are available in Version 2018 before proceeding with the upgrade. Contact the Sage 100 Help Desk at 920-996-1202 to schedule your upgrade!

What’s new in Sage 100/100cloud 2018:

Global enhancements

Spell checking. An in-line spell checker has been added. Misspelled words are underlined and you can right-click them to open a menu with options to replace, add to dictionary or ignore.

SAP Crystal Reports 2016. SAP Crystal Reports 2016 for Sage (version 2016SP04) now ships with Sage 100. The new features in this version include conditional formatting of boxes and lines, vertical text alignment, GetValueDescriptions function to display parameter value descriptions and direct data access for SQL Server 2014. Note: You must uninstall earlier versions of Crystal Reports before installing Crystal Reports 2016 for Sage.

Service notification maintenance. Use this to manage who will receive emails related to Sage services. Emails are sent to let you know about scheduled maintenance, unplanned outages or other events that affect your ability to use the service. Currently the only service available is the Payroll Tax Calculation Engine, but additional services may be added in the future.

Accounts Payable

Form 1099 Tax Reporting. The 1099 eFiling and Reporting task has been renamed Form 1099 Tax Reporting. Also, the Minimum YTD Payment field has been replaced with a Minimum YTD button. Click this button to open the Minimum YTD Payment window and enter the minimum payments for the corresponding Form 1099 boxes.

Accounts Receivable

Fields added to Pay Cycle window. As part of the enhancements to the Payroll module, the following fields have been added to the Pay Cycle window that appears when updating the Commission Edit Register: Period Starting Date and Check Date.

Inventory Management

Warehouse status field in Warehouse Code Maintenance. A status field has been added to Warehouse Code Maintenance. The three status options are Active, Inactive and Restricted.

Inactive Warehouse status. The Inactive status is intended for warehouses that are no longer in use. If a warehouse status is Inactive, you cannot select the warehouse in any data entry tasks.

A warehouse cannot be set to Inactive if there is a record of inventory in the warehouse or if the warehouse is used in data entry or maintenance records, such as an open sales order or a ship-to address. If you try to change a warehouse status to Inactive while the warehouse is in use, a message appears letting you know that the warehouse cannot be set to Inactive. You can click the Details button in the message windows to see a list of records in which the warehouse is used.

Display Inactive Warehouse in Lookup Views. A new check box, Display Inactive Warehouses in ALE Lookups, has been added to the Preferences tab in Company Maintenance. The check box is selected by default. Clear the check box if you don’t want to display inactive warehouses in lookup views.

Restricted Warehouse status. The Restricted status is intended for a warehouse that is still in use but activity needs to be temporarily suspended, for example, to take inventory. If a warehouse status is Restricted, it cannot be selected in data entry tasks unless an exception is created in the new Allow Entry of Restricted Warehouse window.

To create exceptions, click the Allow Inactive Warehouse button, which is next to the Warehouse Status field and available when Restricted is the selected status. You can then select data entry tasks, and the restricted warehouse can be used in those tasks.

You can enter dates in the Restricted Start Date and End Date fields to automatically start and end a period in which the warehouse is restricted.

A permanent code, RESWH (Restricted Warehouse), has been added to S/O Cancel and Reason Code Maintenance.

Job Cost

The Job Cost module has been re-architected to improve performance and usability.

User interface enhancements. These changes have been incorporated to make it easier to access data and complete tasks:

  • Data entry grids are used to improve efficiency
  • Selection grids are available on most report task windows and elsewhere
  • Calculator buttons have been added to dollar amount fields
  • Calendar buttons have been added to date fields
  • Hyperlinks to related tasks have been added where applicable

Batch entry. Batch entry can be used in the following tasks:

  • Job Posting Entry
  • Job Billing Entry
  • Field Report Entry

You can enable batch entry for each of these tasks and set the next batch number on the Entry tab in Job Cost Options.

History. On the History tab in Job Cost Options, you can select whether to retain history and set the number of years to retain history. The minimum is two years.

Utilities menu. The utilities used to control the archiving, restoring and purging of Job Cost history have been updated for the new number of years option, and are now available on the Utilities menu. The Summarize Cost Detail utility has been moved to the Utilities menu.

Forms and reports. Report setting options now appear on the header area of the applicable report window. You can avoid re-entering selections each time you print a report by creating a new report setting. For more information, see Create a Report Setting in the help section.

  • SAP Crystal Reports is now used for all reports and forms—non-graphical forms are no longer available
  • Selection grids have been added so that it’s easier to filter report data
  • The option to keep the task window open after printing or previewing a report has been added to report task windows
  • If you use Job Cost for billing, the invoice form will need to be reformatted

Period, Year, and Job-to-Date totals. The Job and Job Cost Code Detail tables no longer contain period-to-date, year-to-date and job-to-date totals. If you have custom reports that contain this information, you must create a sub-report to summarize the data from the Job Cost Code History table to calculate the totals.

Period End Processing Reports. A Print Period End Reports check box has been added to the J/C Period End Processing window. If you select this check box, the J/C Period End Reports window opens when you click Proceed. The reports selected in Period End Report Selection are listed, and you can select which ones that you want to print. If no reports are selected in Period End Report Selection, the check box is not available.

Mobility for Bar Code (formerly Bar Code)

Watch for a future Breakfast-n-Learn that will review all the new functionality of Mobility for Bar Code.


The Payroll module has been redesigned to improve performance and usability.

If you have any questions or concerns, please call the Sage 100 Help Desk at 920-996-1202.

Jenny Searl is a software specialist and is experienced in installing, implementing and supporting Sage 100 software, Sage 100 Advanced software and Crystal Reports programs.