Sage 100 2018 Getting Started Guide
Sage 100 2018Getting Started GuideSeptember 2017
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ContentsChapter 1 — Introducing Sage 100 1About This Guide 1Graphic Conventions 2Text Conventions 3Where to Find Information 3Help System 3Installation and System Administrator's Guide 4Customer Upgrade Guide 4Feature Tours 4What's New 4Additional Documents 4Customer Support 5Chapter 2 — Touring the Software 6Getting to Know Your Desktop 6Selecting a Desktop Version 6Standard Desktop 7Using the Ribbon 8Minimizing or Hiding the Ribbon 8Accessing Modules and Tasks 9Changing the Font Size 9Alphabetizing Modules, Module Menus, and Tasks 9Adding the Favorites Tab 10Using Key Tips 10Using the Keyboard to Access Modules 10Using the Navigation Pane 11Switching Between Open and Collapsed View 11Accessing Modules and Tasks 12Viewing Web Content 13Creating Favorites 14Using the Desktop Browser 15Classic Desktop 16Using Toolbars 17Module Menus Toolbar 18Standard Buttons Toolbar 19Custom Buttons Toolbar 20Web Navigation Toolbar 21Find Tasks Toolbar 22Address Bar Toolbar 22Changing the Desktop's View 22Detail View 23Collapsed View 23Minimized View 24Modules and Tasks View 25Getting Started GuidePage i
ContentsAccessing Modules and Tasks 25Modules Menu 26Module Menus Toolbar 26System Tray 27Tree View 27My Tasks 28Private Tasks 29Find Tasks Toolbar 30Using the Keyboard to Access Modules 31About the Desktop Web Pages 32Becoming Familiar with Maintenance and Data Entry Windows 36Sample Maintenance and Data Entry Window 36Sample Accounts Receivable Line Entry Window 37Sample Work Order Line Entry Window 39Understanding Basic Types of Data 39Sorting and Selecting Dialog Box Data 41Using the Lookup Feature 41Navigating with Common Buttons, Icons, and Keystrokes 42Chapter 3 — Getting Help While You Work 43How to Use the Help System 43Accessing Help 44Using the Help System 45Using the Contents Tab 45Using the Index Tab 46Understanding a Help Topic 47About Customer Support 47Viewing Feature Tours 48Chapter 4 — Learning Common Procedures 49Lessons 49Creating a Company 50Creating a User 51Changing a User Password 52Changing User Settings 52Changing the Accounting Date 52Changing the Module 53Opening a Task in a Secondary Company 53Using the Lookup's Basic Features 54Using the Lookup to Select a Record 54Searching in the Lookup 55Filtering the Lookup Criteria 56Deleting Filters 58Using the Lookup's Advanced Features 58Creating a Lookup View 58Creating a Numeric Lookup Field 61Modifying a Lookup Field 62Exporting Lookup Data to Microsoft Excel 63Printing Reports, Listings, or Forms 64Getting Started GuidePage ii
ContentsPrinting a Report, Listing, or Form 64Using Deferred Printing 67Deferring a Report 67Printing Deferred Reports 69Exporting or Printing to a File 70Sending Faxes 72Paperless Office 72Batch Faxing 73Defining Formats for Standard Reports 73Setting Printing Preferences for Dot-Matrix Printers 76Customizing Forms 77Customizing Graphical Forms 78Customizing Nongraphical Forms 81Creating a Report Setting 85Setting Up Sage Intelligence Reporting 87Finding Your Serial Number 88Setting Up Sales Tax Information 89Defining a Sales Tax Class 89Defining a Sales Tax Code 90Defining a Sales Tax Schedule 92Assigning a Sales Tax Schedule 93Understanding How Sales Tax is Calculated 95Example 1 - How Sales Tax is Calculated in Accounts Receivable 97Tax Calculated Using the WI (Wisconsin) Sales Tax Schedule 98Tax Calculated Using the WI MIL (Milwaukee) Sales Tax Schedule 98 Example2 - How Sales Tax is Calculated in Accounts Payable 100Tax Calculated Using the WI MIL (Milwaukee) Sales Tax Schedule 101Changing Sales Tax Information 102Appendix A — Troubleshooting 104What are System Messages? 104Obtaining Additional Information 104Appendix B — Overview of Module Startup 106Accounts Payable 107Accounts Payable Setup Wizard 107Data You Need 107Conversion Process 107Accounts Receivable 109Accounts Receivable Setup Wizard 109Data You Need 109Conversion Process 109Bank Reconciliation 111Conversion Process 111Bar Code 112Bill of Materials 112Bill of Materials Setup Wizard 112Data You Need 112Getting Started GuidePage iii
ContentsConversion Process 112Common Information 113Common Information Setup Wizard 113Data You Need 113eBusiness Manager 114eBusiness Manager Setup Wizard 114Data You Need 114General Ledger 114General Ledger Setup Wizard 114Data You Need 114Conversion Process 115Inventory Management 115Inventory Management Setup Wizard 115Data You Need 115Conversion Process 115Job Cost 116Data You Need 116Conversion Process 117Material Requirements Planning 119Payroll 119Data You Need 119Converting at the Beginning of the Calendar Year 119Converting in the Middle of the Calendar Year 119Purchase Order 121Purchase Order Setup Wizard 121Data You Need 121Conversion Process 121Sales Order 122Sales Order Setup Wizard 122Data You Need 122Conversion Process 123Work Order 124Data You Need 124Conversion Process 125Getting Started GuidePage iv
Chapter 1Introducing Sage 100Chapter 1Sage, the recognized leader in accounting software for small- and mid-sizebusinesses, welcomes you to Sage 100.About This GuideThe Getting Started Guide is for first-time users and people upgrading from a priorversion of the product. This guide assumes you have a basic understanding ofMicrosoft Windows . Before you begin using the software, read this guide for ageneral overview of system features, common procedures, and other importantinformation.Some sections of this guide reference Business Insights Reporter and the eBusinessManager, Material Requirements Planning, TimeCard, and Work Order modules,which are not available for Sage 100 Premium.This guide contains the following information: An introduction to the software, including its toolbars, views, windows, andnavigation tips How to get help while you work Hands-on lessons that demonstrate common system-wide procedures Troubleshooting informationSome features described here may not be available in your Sage 100 system.Getting Started GuidePage 1
About This GuideGraphic ConventionsThe following icons are used throughout this manual to indicate different types ofinformation.The NOTE symbol is followed by additional information abouta topic.The HELPFUL HINT symbol is located in a grey text box andfollowed by additional information about an option.The WARNING symbol is followed by information to help youavoid costly mistakes.Getting Started GuidePage 2
Where to Find InformationText ConventionsThe following table describes the text conventions used in this manual.Text ConventionExplanationMenusMenus are shown in this format: Select menu menu task name.Examples:Bold fontItalic font Select File menu Change Company. Select General Ledger Budget menu Budget Maintenance.Indicates text entered at a field or text selected ata field. Examples: At the Value field, type a search value, suchas 01, for the lookup. In the Filter window, to delete a filter, select none at a filter's Column field.Indicates references to other manuals.Example: For more information about installing demodata, refer to your Installation and SystemAdministrator's Guide.Where to Find InformationYour Sage 100 system is a powerful, flexible program. The software providesseveral resources to help answer your questions. Sources of documentation includethe Help system, the Installation and System Administrator's Guide, the featuretours, and additional documents. Customer Support is available as well.Help SystemUse the Help system when you want overview information, selective procedures forday-to-day processing, or detailed information and entry samples for a specific field.For more information, See How to Use the Help System on page 43.Getting Started GuidePage 3
Where to Find InformationInstallation and System Administrator's GuideAn Installation and System Administrator's Guide is included in your softwarepackage. This guide provides the information necessary for installing the software,detailed system requirements, and troubleshooting tips on the configuration of thevarious operating systems and environments in which the software is supported. It isdesigned to function as a self-teaching guide.Customer Upgrade GuideIf you are upgrading from a previous version of the software, the Customer UpgradeGuide is also included in your software package and provides information on thechanges to expect after upgrading to a new version of your Sage 100 system. Thisguide lists changes to the software that may affect your daily business processes.For a complete list of enhancements, see the What's New page accessible from theResources page of the Sage 100 Desktop. For more information, See What's Newon page 4.Feature ToursUse the feature tours to take a guided tour through the software and learn basicfeatures such as entering data and printing reports. Some tours are installed with thesoftware and are accessed from the Desktop's Feature Tours page. For moreinformation, See Viewing Feature Tours on page 48.What's NewFrom the Desktop's Resources page, click What's New to learn about the latestsoftware enhancements. Also, on the Resources page, click Getting Started toaccess this guide in an online format. For more information, See About the DesktopWeb Pages on page 32.Additional DocumentsAdditional documents provided for your benefit include Release Notices, SupportedPlatform Matrices, product update information, and file layout and programinformation.Use the Release Notices to learn about enhancements, features, and modificationsfor each module of the software release. The Release Notices are installed with yoursoftware. To view them, access the What's New page and click Release Notices.For a complete list of system requirements, refer to the Supported Platform Matrix.To access the matrix, see article ID 47649 in the Sage Knowledgebase atsupport.na.sage.com.If a product update is available for your version of the software, from the DesktopResources page, click Product Update to view a list of changes included in theupdate.From the Desktop's Resources page, click the File Layouts and Program Informationlink to view file layout and program information.Getting Started GuidePage 4
Where to Find InformationCustomer SupportSage Business Care Support Plans provide you with the technical expertise youneed to keep your accounting system running smoothly. For more information, call1-866-709-2432 or e-mail us at clientcare.na@sage.com. Customer support is alsoavailable online at: https://support.na.sage.comGetting Started GuidePage 5
Chapter 2Touring the SoftwareChapter 2This chapter is an introduction to the software, its common buttons and icons,different views, navigation tips, and common functionality available in maintenanceand data entry windows. The screens in this chapter reflect the ABC companydemonstration data, which can be installed with your software at any time.NOTEBusiness InsightsReporter and theMaterialRequirementsPlanning,TimeCard, andWork Ordermodules are notavailable forSage 100Premium.Getting to Know Your DesktopThe Desktop provides access to all installed modules and allows you to performglobal functions, such as selecting a company, changing a module's accountingdate, and searching for Help topics. In addition, the Desktop Web pages provide youwith important information and resources. You can customize the Desktop to fit yourneeds by selecting different views, adding buttons to the Custom Buttons toolbar,and creating private tasks. Understanding the functions of the Desktop allows you tonavigate throughout the software.Selecting a Desktop VersionThere are two versions of the Desktop, Standard and Classic. You can select theversion that you prefer on the User Settings window.To select a Desktop version1On the Sage 100 File menu, select Change User Settings.2In the Desktop field, select either Standard or Classic.The change will take effect when you restart Sage 100.The following pages describe the two versions of the Desktop. Most of thefunctionality is the same, but there are some features that are exclusive to eachversion.Getting Started Guide To learn about the Standard Desktop see page 7. To learn about the Classic Desktop see page 16.Page 6
Standard DesktopStandard DesktopThis section describes the Standard Desktop. For information on the ClassicDesktop, see page 16.RibbonDesktopbrowserContent GroupsNavigation paneTask paneStatus barThe following is a brief description of the main parts of the Desktop. The followingpages contain more detailed information and step-by-step instructions for the keyfeatures.Getting Started Guide Ribbon — The ribbon allows you to change the current company and date, logon as a different user, start integrated products, access modules and tasks, andcustomize the appearance of the program. Navigation Pane — The navigation pane provides another way to switchbetween modules and access web content in the Desktop browser. You can alsocreate a Favorites list of shortcuts to Sage 100 tasks, other programs, files, andfolders.Page 7
Standard Desktop Task Pane — The task pane displays the menus for the current module. You canaccess tasks from the menus and search for tasks from the search field. Status Bar — The status bar displays the current company, module, user, andaccounting date for the current module. You can click in any of these areas tochange the applicable item. For example, click the current module to switch to adifferent one. Desktop Browser — The Desktop browser displays web pages that areinstalled with Sage 100, Sage CRM when started from the ribbon, and otherpages that are added to the Web Content group in the Navigation pane.Using the RibbonThe ribbon contains a minimum of four tabs, and you can add a Favorites tab aswell. You can minimize the ribbon so that only the tab names appear, or you can hideit completely.HideMinimizeMinimizing or Hiding the RibbonTo minimize the ribbon, click the Minimize button. Only the tab names will appear.Click the Expand button to restore the ribbon to it’s full height.ExpandClick the Hide button to hide the ribbon. When the ribbon is hidden and you need toview it, click in the area at the top of the Desktop to make it temporarily reappear.Click the Hide button again to permanently unhide the ribbon.Click in [this areato unhideGetting Started GuidePage 8
Standard DesktopAccessing Modules and TasksOn the Modules tab, click Change Current Module to open the Change Modulewindow and select a module. The current module menus then appear on the right.You will see only the modules and tasks to which you have access based on yourassigned user role.Changing the Font SizeOn the View tab, click Application Scaling and select a font size. The text on both theDesktop and the task windows will be resized.Select font sizeSort alphabeticallyAlphabetizing Modules, Module Menus, and TasksOn the View tab, in the item arrangement group, select the available check boxes toalphabetically sort the module list, the module menus, and the tasks.Getting Started GuidePage 9
Standard DesktopAdding the Favorites TabIf you’ve created a Favorites list, you can access it from the ribbon by adding aFavorites tab. Right-click any item in the ribbon, and select Show Favorites in theRibbon. For information on creating a Favorites list see To add a program, file, orfolder to the Favorites group on page 14Using Key TipsPress the ALT key to view key tips indicating which keyboard shortcut keys activatethe associated options. When the key tips are visible, press the specified key toselect an option.Key tipUsing the Keyboard to Access ModulesYou can use keyboard shortcuts to change the current module.To use the keyboard to change the current moduleGetting Started Guide1Press ALT.2Press M.3Press C and then H. The Change Module window opens.4Type the first letter of the module name to select that module. If two modulesbegin with the same letter, type the letter twice. Alternately, use the Up Arrowand Down Arrow keys to highlight a module.5Press Enter.Page 10
Standard DesktopUsing the Navigation PaneThe navigation pane allows you to change the current module, open web pages inthe Desktop browser, and create a Favorites list with shortcuts to Sage 100 tasks,files, folders, and other software programs.Switching Between Open and Collapsed ViewYou can keep the navigation pane open so that the content is always visible, or youcan use the collapsed view to save space.When using the collapsed view, click the pane to view the content.OpenCollapesdClick to collapseClick toopenClick and dragto adjust widthClick toscroll downClick toviewcontentSelect contentgroup to controlwhat appears inthe paneGetting Started GuidePage 11
Standard DesktopAccessing Modules and TasksUse the Modules group in the navigation pane to select the current module. The taskpane is updated as you switch modules.Click menu names to expand and collapse them, and click task names to open thetasks.Use the search box to search for a task. The search results include all matchingtasks for which you have the appropriate security setup, even if they are not in thecurrent module.Navigation paneTask paneSearch fora task inany moduleCurrentmoduleGetting Started GuidePage 12
Standard DesktopViewing Web ContentWhen you click a link in the Web Content group, it opens in the Desktop browser.You can add links to this group.To add links to the Web Content group1On the ribbon, click the View tab.2Click Edit Web Content.Add links toWeb Content3Click New, and then click Link.4In the Link window, enter a URL and the title that you want to appear in the WebContent group.5Click OK.The link is added to the Web Content group of the navigation pane.For more information about the browser, see Using the Desktop Browser onpage 15.Getting Started GuidePage 13
Standard DesktopCreating FavoritesYou can add shortcuts to Sage 100 tasks, files, folders, other programs, and webpages to the Favorites group.To add a Sage 100 task to the Favorites groupThere are two ways to add a task to your Favorites list: Drag the task from the task pane to the Favorites group. On the task pane, right-click a task, and then click Add to Favorites.To add a program, file, or folder to the Favorites groupThere are several ways to add a shortcut to a file, folder, or another program to yourFavorites list: Drag a shortcut from your Windows desktop to the Favorites group. Drag a program from the Windows Start menu to the Favorites group. Drag a file from a File Explorer window to the Favorites group. Right-click in the Favorites group and then click Insert Shortcut. In the Shortcutwindow, browse to the item and enter a title.To add a shortcut to a web page to the Favorites groupThere are two ways to add a web page link to the Favorites group:Getting Started Guide In the Web Content group, start dragging a link. The link will be automaticallyadded to the Favorites group. Browse to the web page using Internet Explorer, and then drag the web pageicon from the address bar or the tab to the Favorites group.Page 14
Standard DesktopUsing the Desktop BrowserThe browser embedded in the Sage 100 Desktop is used to display web pagesaccessed from the Web Content group, visual process flows, and Sage CRM whenstarted from the ribbon.You can have multiple tabs open at the same time and drag the tabs to rearrangethem.To open a tab in an external browser window, right-click the tab and then click Openin New Window.To go back a page, press the ALT and left arrow keys at the same time.For more information on the web pages that are installed with Sage 100, see Aboutthe Desktop Web Pages on page 32Desktop browserGetting Started GuidePage 15
Classic DesktopClassic DesktopThis section describes the classic Desktop. For information on the StandardDesktop, see page 7.Standard ButtonsToolbarMenuFind TasksCustom ButtonsModule MenusDesktop WebWebNavigationAddress BarTree ViewOn the Tasks tab,select a module'smenu to display theTree View in theDesktop.NOTEYou can undockthe Tasks and MyTasks tabs fromthe Desktop as astand-alonewindow. Formore information,see Changing theDesktop's Viewon page 22.Getting Started GuideStatusBar Menu Bar – The menu bar consists of the standard menus that provide access tomodule tasks and other features. You can use either the mouse or the keyboardto select the menus. For more information, see Using the Keyboard to AccessModules on page 31. Toolbars – The six toolbars that appear are the Standard Buttons toolbar, WebNavigation toolbar, Module Menus toolbar, Custom Buttons toolbar, Find Taskstoolbar, and Address Bar toolbar. For more information about each toolbar, seeUsing Toolbars on page 17.Page 16
Classic Desktop Tasks Tabs – The Tasks tabs provide a representation of the menu organization. My Tasks Tab – The My Tasks tab allows you to add tasks and external programsyou frequently use into private task folders for quick access. For moreinformation, see My Tasks on page 28. Desktop Web Pages – The Web pages available are the Information Center page,NOTEYou can hide theDesktop Webpages or TreeView by clickingthe Detail Viewbutton on theStandard Buttonstoolbar. For moreinformation, seeChanging theDesktop's Viewon page 22.Resources page, Feature Tours page, and Business Insights Dashboard page.For more information, see About the Desktop Web Pages on page 32. Tree View – On the left Tasks tab, select a module to display the Tree View. TheTree View provides a visual representation of module menus and tasks. Formore information, see Tree View on page 27. Status Bar – The Status Bar displays the currently selected company name andcode, active module, user logon, and the active module's accounting date. Whenyou select a new task from the Desktop, the Status Bar updates to reflect thenewly selected module and the module's accounting date. If you previouslyaccessed other modules, their existing company and accounting date do notchange. You can click the company, module, user logon, or accounting date areaon the Status Bar to make changes. For more information, see LearningCommon Procedures on page 49.Using ToolbarsThe Desktop displays six toolbars that you can optionally show or hide. To toggletoolbars on and off, select View Toolbars and select the toolbars to show or hide.Click and drag the grab bar to the left of each toolbar to resizeand move the toolbars. Also, double-click the grab bar toautomatically resize the toolbar to its optimal size.When you resize a toolbar, clickthe More Options button to accessthe hidden toolbar buttons.All toolbars display by default and are explained in the following pages:Getting Started Guide Module Menus Toolbar on page 18 Standard Buttons Toolbar on page 19 Custom Buttons Toolbar on page 20 Web Navigation Toolbar on page 21Page 17
Classic Desktop Find Tasks Toolbar on page 22 Address Bar Toolbar on page 22Module Menus ToolbarThe Module Menus toolbar displays module-specific menus for the active module.Depending on which module is active, the toolbar updates to reflect the currentmodule's menus.NOTEWhen thesoftware is firststarted, themodule-specificmenus default tothe LibraryMaster menus.The following menus are accessible from this toolbar: The Main menu lists the primary functions for a specific module (for example,master file maintenance and data entry tasks). The Reports menu lists the standard reports available for the module. The Period End menu contains the period-end processing tasks appropriate forthe module. The Setup menu contains the module's setup tasks and other maintenance tasksnecessary to prepare a module for normal processing. The Utilities menu contains additional maintenance tasks for the module. The Custom Reports menu contains default SAP Crystal Reports and reportsadded using Report Manager and the Business Insights Reporter Wizard.For modules with Explore Views available, the Explore menu lists the views forthe module.In addition to these standard menus, each module may have one or more additionalmenus unique to that particular module.Getting Started GuidePage 18
Classic DesktopStandard Buttons ToolbarThe Standard Buttons toolbar consists of buttons used to access common tasks.Change UserChange CompanyDeferredPrintChange DateMaster ConsoleGetting Started GuideLaunch SageFixed AssetsBusinessInsightsDashboardDetail ViewHelpLaunch Sage CRM Click the Change Company button to change companies. Click the Change Date button to change the accounting date for the activemodule. Click the Change User button to change the user logon. Click the Master Console button to monitor system activities. For moreinformation, see Master Console in the Help system. Click the Deferred Print button to view deferred print jobs. For more information,see Using Deferred Printing on page 67. Click the Business Insights Dashboard button to launch Business InsightsDashboard reports. For more information, see Dashboard Overview in the Helpsystem. Click the Help button to access the Help system. For more information, see Howto Use the Help System on page 43. Click the Detail View button to turn the Desktop's Detail View on or off. For moreinformation, see Detail View on page 23.Page 19
Classic DesktopNOTEThe software alsoprovides a task tocustomize yourtoolbar instead ofusing the dragand dropfunctionality. Forinstructions, seeOpening a Taskin a SecondaryCompany onpage 53.Custom Buttons ToolbarThe Custom Buttons toolbar is just that – customizable. You can drag and drop anytask from the Tree View onto the Custom Buttons toolbar for quick-and-easy access.You can also drag and drop external programs and shortcuts (for example, Outlook,Excel, or Calculator) from your desktop onto this toolbar to facilitate access toprograms you commonly use. In addition, you can rename buttons or delete them atany time.This task has been added to theCustom Buttons toolbar. Click it todisplay Customer Maintenance.This desktop shortcut has beenadded to the Custom Buttonstoolbar. Click it to start MicrosoftTo add buttons1Getting Started GuideUse any of the following methods to add a button: Select View menu Toolbars Customize. Right-click any toolbar, and click Customize. Right-click the Custom Buttons toolbar, and select Add Task orAdd Program and proceed to step 3 if you are adding a task or step 4 if youare adding an external program.2On the Customize Custom Buttons tab, click New Task to add a button for atask.3In the Browse window, locate the task to add and click Open.4To add an external program or desktop shortcut, in the Customize window, clickNew Program.5In the Browse window, locate the program to add and click Open.Page 20
Classic DesktopNOTEIf you clear theShow Captionscheck box, thetooltip thatappears whenyour cursorhovers over thebutton identifiesit.6To provide more space on your Custom Buttons toolbar, in the Customizewindow, clear the Show Captions check box to hide the text labels and displayonly icons for the buttons you added.7In the Customize window, click OK. The task and external program are added tothe Custom Buttons toolbar.This is an example of a Custom Buttonstoolbar with text labels and icons.This is an example of a Custom Buttonstoolbar with only icons.When your cursor hovers over abutton, a tool tip appears to identify thebutton.To delete buttons from the Custom Buttons toolbar1Right-click the button to delete.2Click Delete.To rename buttons on the Custom Buttons toolbar1Right-click the button to rename.2Click Rename.3In the Rename dialog box, type the button's new name and click OK.Web Navigation ToolbarNOTEThe WebNavigationtoolbar is notavailable if theCollapsed View isdisplayed. Formore information,see CollapsedView on page 23.Getting Started GuideUse the Web Navigation toolbar to navigate through the Web pages in the Desktop,similar to navigating in a Web browser such as Internet Explorer.BackForwardStopHomeRefreshPage 21
Classic DesktopFind Tasks ToolbarUse the Find Tasks toolbar to find tasks using keywords. At the Find Task field, entera keyword such as "accounts" and click Find. A list of all tasks related to the keyword"accounts" displays in the Desktop.Address Bar ToolbarUse the Address Bar Toolbar to browse to any Web site.Changing the Desktop's ViewYou can change the appearance of the software to fit your needs. The Desktop's fourbasic views are:Getting Started Guide Detail View on page 23 Collapsed View on page 23 Minimized View on page 24 Modules and Tasks View on page 25Page 22
Classic DesktopDetail ViewNOTEWhen you exitthe software, ifthe Detail Viewwas the last viewselected, the nexttime you launchthe software theDetail View willdisplay bydefault.The Detail View displays the Desktop in its full view. In this view, you have the benefitof using the Tasks tab to navigate through the tasks and available Web pages, andthe My Tasks tab to access public and private task folders.Use any of the following methods to display the Detail View: Select View menu Detail View. On the Standard toolbar, click the Detail View button.In the Detail View, you can hide the Status Bar by clearing the Status Bar selectionon the View menu. You can also hide the Tasks and My Tasks tabs by selecting Viewmenu A
Conversion Process 109 Bank Reconciliation 111 Conversion Process 111 Bar Code 112 Bill of Materials 112 Bill of Materials Setup Wizard 112 Data You Need 112. Contents Getting Started Guide Page iv . The Getting Started Guide is for first-
Integrate Sage CRM with Sage 300 Use Sage CRM features that are added during integration How to Use this Guide The first five chapters of this guide are for Sage CRM implementers. Chapter 6, "Using Sage CRM with Sage 300," is for Sage CRM users. We assume that implementers: Have experience implementing and troubleshooting Sage CRM
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Sage 50 Sage 100 Sage 300 HRMS Construction Modernization—bridging the past to the future Leveraging modern technology to . Sage 300 2016 February 2016 Sage 300 2016.1 May 2016 New Direct Deposit service for US payroll August 2016 Sage 300 2017.
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Sage Abra Workforce Connections, the web-based employee self-service solution for Sage HRMS. It consists of: Abra Employee Self-Service Abra Benefits Enrollment Abra eRecruiter Sage Accpac HRMS Payroll Link, for transferring employee data and earnings, deductions, and benefits information from Sage HRMS to Sage Accpac Payroll.
Sage HRMS or Sage ABRA Suite G/L Link using General Ledger Exchange or VI import Sage HRMS Product Version Sage 100 Standard and Advanced . 2016.1 X X Requires Sage 100 2016.1 (Update 1) or higher Remote access; cannot be
If you are using Sage Fixed Assets-Depreciation Premier, see page 4-1. Unlike some of the other Sage Fixed Assets link programs, you do not need to run the link in the Sage Fixed Assets application to post depreciation to Sage 100You need only . calculate depreciation for the desired period and group of assets. Then, in the Sage 100
