Sage 100 Custom Reports

Sage 100 Custom Reports

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Sage 100 Custom Reports – (Sage MAS 90 / Sage MAS 200) Custom Reports – There are multiple options in Sage 100 to create custom Reports. There are many built in reports that can be modified our of the box included wihe Sage 100cloud. The power is they allow customized reports for any Sage 100cloud company. You can easily start with an existing report and add or remove information. Simply select the information that you want to view or print. You can create custom reports for Sage 100 from scratch if you wish and run them again on demand.

In some of these options you also have features to allow scheduling and/or automatically running reports. Reports can be placed on a custom menu in each module for quick access. Reports can also be imported and exported, enabling you to transfer them between Sage 100 installations. Often reports are created in or to complete data migration between systems integrated with Sage 100cloud. The ability to customize reports can be found in Sage 100 Intelligence Reporting, Crystal Reports for Sage 100 cloud and Business Insights Dashboard.

Consultant – Support for Custom Reports

What is a Sage 100 Standard Report vs custom report?

Discover the power of Sage 100 Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Design how you want reports to look, what information to include and the print format. Get Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 and sage 100 intelligence reporting to create advanced custom reports.

Sage 100cloud Standard Reports - Sage 100cloud Standard Reports - Sage 100cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100cloud and sage 100cloud intelligence reportingStandard Reports are included in Sage 100. These can be modified and the modified standard reports can be saved.

Standard pre-designed reports are available straight out of the box in each Sage 100 cloud installation. You can quickly customize the appearance of the reports. Select the font size, color, and style for the body of reports and add up to two types of bitmaps. This can enable you to print a logo in the page header or create a watermark effect with a background bitmap. With standard reports, you canal so format headers and footers to specify the positions of specific fields.

Using the report format maintenance function, you have the option of selecting graphical output (to a laser printer) or the basic format (on a dot matrix printer). This function allows you to create a custom report format for each specific company. Each module contains a wide selection of standard reports. Included among the reports pre-defined in various modules are General Ledger Detail by Source, Monthly Trend, Customer Sales Analysis, Estimated Cash Flow Analysis, Inventory Turnover, and Benefits Accrual. A full list of reports can be found on the individual module specification sheet

Training – Services for Custom Reports

Where can I find Information on Sage 100 General Ledger Financial Statements?

Discover the power of Sage 100 Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Design how you want reports to look, what information to include and the print format. Get Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 and sage 100 intelligence reporting to create advanced custom reports.

These are built into Sage 100 and can be produced based on any segment defined in your setup. For those with simpler financial reporting needs, a financial reporting wizard is built into the General Ledger on the Reports menu. Utilizing the easy-to-use wizard, you can create financial reports such as Balance Sheets, Income Statements, Cash Flow Statements, and Trend Reports. All of the financial reports can be customized with specific formatting options, including date ranges (period to date, year to date or both), type of data to print (such as actual, budget or variance), how to print footnotes, and numeric formatting.

To locate the Sage 100cloud financial statements go to the general ledger reports, locate the option for Financial Statements and you can begin. These can also be put into your favorites if you need to print them often.

Support – Training – Assistance for Custom Reports

How do I access Sage 100 Cloud Crystal Reports and Forms?

To install Crystal Reports Designer

  1. Access the Sage 100 installation files. …Discover the power of Sage 100 Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Design how you want reports to look, what information to include and the print format. Get Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 and sage 100 intelligence reporting to create advanced custom reports.
  2. Right-click Autorun.exe.
  3. Select Run as administrator.
  4. Select the applicable product: …
  5. Select Productivity Applications.
  6. Select Install Crystal Reports Designer.
  7. Follow the installation wizard to install SAP Crystal Reports Designer to customize your Sage 100 reports.

To use Crystal Reports for Sage 100 once the designer has been installed there will be a DESIGN icon available when editing any report or form. The Crystal Reports designer is fully integrated with Sage 100cloud form printing. The graphical designer enables you to customize fields, as well as the appearance of your invoices, checks, and other business forms. Print a logo in the page header or create a watermark effect with a background bitmap; select the font size, color, and style separately for each field on the form; and print fields anywhere — even twice. Once designed, your forms can be printed, faxed, or sent by e-mail directly to your customer using Crystal Reports for Sage 100

Sage 100 Custom Reports

Sage 100 custom reports – can be created by using Crystal Reports for Sage 100. This tool is a powerful Windows report writer that provides presentation-quality output for your custom reports. You can use sample reports straight out of the box or modify them to suit your needs, then save and run them anytime. Wizards can walk you through the steps to easily modify or create a new report.

Select the font type, size, and text color, enhance the layout by applying lines, borders, and shading, and further enrich your reports with embedded pictures, diagrams, and logos. Using tables, cross-tabulations, or one of 12 graph styles, you can clearly communicate your accounting information. You can even create reports with drill-down capabilities. You can run your reports at pre-determined times, even unattended one of the tools to support Sage 100 Advanced Reports.

 

What is Sage Business Insights Reporter?

Sage 100 cloud Business Insights Reporter Job Profit View - Sage 100cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 cloud and sage 100 cloud intelligence reporting

Business Insights Reporter gives the ability to create custom reports in Sage 100 and is an important component of any business management system, but not everyone has the time to learn the intricacies of data structures or the complexities of creating formulas. Business Insights Reporter is a powerful yet easy-to-use tool for creating custom reports. Creating a report is easier than ever before:

  • Data is presented in logical views – no need to try to figure out what table to get data from or how to link to additional data for your report.
  • Wizard-driven reporting – wizards guide you through all of the required steps to create are port.
  • Choose your format – output reports to multiple formats, including Excel, Adobe PDF, or XML, in addition to printing.
  • Easily create calculated fields – simple point-and-click calculations based on our very successful Lookup Customization Wizard.
  • Secure access to your data – determines which user roles will have access to reports

Sage 100 Business Insights Dashboard Reporting

Dashboards if you are a busy manager or business owner, it’s important to have quick access to key business information in an easy-to-read and understand format. Business Insights Dashboard for Sage 100cloud systems provides the ideal solution. Designed to provide the data you need to make critical decisions, Business Insights Dashboard presents information in a high-level, attractive graphical format that allows you to instantly ascertain the state of your business. Flexible, yet simple to use, Business Insights Dashboard is displayed within the Sage 100 Business Desktop and can also be accessed directly with Microsoft Internet Explorer, Outlook, or Digital Dashboard

 

Are Sage Business Dash Boards easy to set up?

 

Sale 100cloud Business Insights Dashboard - Sage 100cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100cloud and sage 100cloud intelligence reporting   Sale 100 cloud Business Insights Dashboard - Sage 100 cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100 cloud and sage 100 cloud intelligence reporting

  • Select Business Insights Dashboard
  • Enter a date and the wizard will begin asking a few simple questions
  • Select the USER
  • Allow use to modify their dashboard page – is an option
  • Never prompt this user for dashboard updates – is an option
  • Select and configure Views – this may take a minute or two

 

Does Sage 100 Sage Intelligence Reporting come as part of Sage 100?

Can we create custom reports using Sage Intelligence?

 

Sage Intelligence for Sage 100 cloud - Sage 100cloud Custom Reports (Sage MAS 90 / Sage MAS 200) Custom Reports. Sage 100 custom reports and technical assistance for Sage 100 advanced reports. Learn how to use crystal reports for sage 100cloud and sage 100cloud intelligence reportingWith Some releases Sage 100 Intelligence Reporting modules are included with the purchase. Check to confirm your purchase did include Sage 100 Intelligence Reporting. There are the module options.

  • Report Viewer
  • Report Manager
  • Report Designer
  • Connector Module

* Microsoft PowerBI can also be used to create Sage 100 custom reports and Sage 100 Advanced Reports.

* FRX is a discontinued and can be converted to Sage Intelligence

 

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Sage 50 Technical Support and Sage 100 training

Accounting Business Solutions by JCS Expands in Dallas Texas market

Accounting Business Solutions by JCS Expands in Dallas Texas

FOR IMMEDIATE RELEASE

Contact: Dinah Coop

Telephone: 800-475-1047

Email: solutions@jcscomputer.com

Website: www.jcscomputer.com

 

Small Business Accounting Software Training Facility – Dallas, Texas

Dallas, Texas, September 1, 2016 – Accounting Business Solutions by JCS, a nationwide leading provider of accounting software solutions, support and services, proudly announces their move to a new location in Dallas, Texas.

“We are excited to relocate our new facility which will better serve our clients from new business startups to manufacturing and distribution businesses,” said J Gary Finley, Training Center Manager. 

State of the Art training facility provides a classroom setting for a variety of businesses and accounting software including Sage 50 Accounting®, Sage 100®, Sage 100 Manufacturing®, Sage 100 and JobOps Field Service Management ®, QuickBooks® amongst other business related software taught by Certified Trainers.

“To celebrate this opening, Accounting Business Solutions by JCS plans to offer ‘A Buyers Guide to Accounting Software’ FREE by contacting us at 800-475-1047 or emailing solutions@jcscomputer.com.”

Accounting Business Solutions by JCS provides customer service and support to accommodate all size businesses effectively by offering valuable solutions for automation and detailed intelligence reporting thus creating streamlined efficiencies for businesses.  Reports are at your fingertips to manage finances, inventory, sales, purchasing, employees, payroll, and CRM databases.

 

Accounting Business Solutions by JCS

Since 1987, Accounting Business Solutions by JCS has worked with small-medium sized businesses throughout the Midwest to automate accounting, sales, and customer relationship processes.  JCS specializes in detailed business reviews, identifying areas of improvement through various software solutions and support to increase efficiencies. 

The US Commerce & Trade Research Institute recognized Accounting Business Solutions by JCS as a 2016 United States Excellence Award recipient for meeting and exceeding industry benchmarks for customer service, product quality and ethical practices.  For more information on Accounting Business Solutions by JCS, please visit www.jcscomputer.com or call 800-475-1047.

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Learn the Pros and Cons of Sage 50 Accounting

Pros and Cons of Sage 50 Accounting

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New Users Save big ask for price on Sage 50.

Existing Customers Save Big on cost of upgrades.

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Discover the pros and cons of Sage 50 Accounting. Sage 50 is a simple, easy to use yet a powerful Small Business Accounting Solution.  Sage 50 Accounting allows a fairly straight forward logging of the transactions and gives the users information at their fingertips. Add more users and controls whenever your growing business is ready.

About Pros and Cons of Sage 50 Accounting

Sage 50 has many core accounting features you would expect in a software solution for small business. Included are customer billing and vendor invoicing. It has solid inventory management features and built in user security. Crystal reports can be used for advanced reporting in older versions and Sage Intelligence for analytics dashboards and advanced reporting. It offers industry solutions for a variety of business segments, including construction, distribution, manufacturing, nonprofit and accounting.

The Sage 50 system includes built-in data checks that flag common accounting mistakes and suspicious transactions. Audit and security functions allow users to track who is entering or editing data or accessing particular functions. The software provides forecasting and analytics that can be exported to Excel.

What do most users say?

Sage 50 integrates with Microsoft Excel, Outlook and Word. Users can export Excel spreadsheets with formats and formulas intact, and data can be exported to PDF or sent via email. In addition, the solution integrates with Sage ACT! Sage 50 includes inventory management. Users who add items as master stock can items can then track items based on a variety of qualifiers, such as color, size, style and more. The system monitors inventory and automatically creates a purchase order when levels run low.

This solution is designed for small businesses and can start at 1 user. They all include It includes the general ledger, bank reconciliation, cash management including accounts payable and accounts receivable. Higher level versions include payroll, inventory, light manufacturing and job costing for construction by industries.

  • Easy to navigate
  • Flexible
  • User-level security settings
  • Export / Import from Excel
  • Program updates without actual noticeable change.
  • Import of entries from Excel
  • Stable
  • Built in Safety Features
  • Audit Trail
  • Financial statements in both cash and accrual basis

If you have 5 or fewer users, Premium is more in line with its offerings allowing not only cash management, Accounts Payable and Accounts Receivable but also order processing, budgeting automated tasks including audit trails. Sage Quantum is the final option for up to 40 users which will allow for industry-specific features such as manufacturing and construction, workflow management and data analysis reporting.

Data Sharing

With this version of Sage 50 c in order to share your database with your accountant, for example, you need to back-up your database which then needs to be restored by the accountant on their end to perform accounting functions/changes. Once the accountant is finished, a backup needs to be completed and sent to the original user which then be restored on their end. Assuming the original user didn’t make any changes since their original backup, the database is up to date. If the original user had gone in and made changes, the new restore will override and eliminate changes made.

Sage 50 is a hybrid, if you will, of cloud and desktop version giving users the ability to access/view/share data in real time. This version of Sage 50 is offered through a subscription to Sage Drive which is easily turned on by the main user desktop user wanting to grant access to the Sage Drive to other users.

Find information on Pros and Cons of Sage 50 Accounting

Optional advances include Sage Payment merchant account as well as Sage payroll. Sage payment services allow payments to be posted virtually anywhere you have Internet access accepting a variety of payments. Payroll becomes more streamlined and easier to manage.

“Sage 50 is the most convenient way to keep tabs on your company, no matter where you are,” stated Eva Schoenleitner, vice president product marketing at Sage. “We’re establishing a new way of doing business by creating hybrid reliable desktop accounting software with cloud access supported by best-in-class accounting standards that will help you make more informed decisions and ensure accurate financials.”

“We also kept accountants and bookkeepers in the front of our focus while developing Sage 50,” stated Schoenleitner. “Real-time access to their clients’ information over a secure online connection is not only more efficient, it’s also safer and more secure than exchanging USB thumb drives and trading emails.”

Sage 50 PROS

Sage 50 is so simple yet so sophisticated

Easily upgrade from Sage Peachtree and earlier versions of Sage 50 and keep all your historical information we can help. May require forms and custom reports to be rewritten. Pros and Cons of Sage 50.
Access to your database anytime, anywhere (as long as you’ve subscribed to Sage Drive)
View almost real time database without having to backup and restore
24/7 access to ‘real-time’ database for your accountant
Automatically syncs database to Sage Drive

  • Easy to use import / export features
  • Year end / period end closing
  • Account reconciliation
  • Report presentation
  • Ease of use for beginners
  • Easy access to detail of transactions
  • Running reports
  • Exporting reports
  • Drilling down is simple
  • Very intuitive
  • Job Costing Reports
  • Journal Entries
  • Payroll reports
  • Ease of data entry
  • Very good reporting
  • Logical progression from one module to another
  • Easy to setup
  • Sage 50’s design helps eliminate the time it takes to correct Accounting errors
  • Sage 50 Business Intelligence
  • Complex payroll formulas
  • Dashboards

Sage 50 CONS

The best update is that Sage 50 now has Sage Drive for multiple users.

  • When data files are large wait times for certain functions
  • Sometimes the screens are busy which can make it easy to get lost
  • While the reports are great, you need to know where to look
  • Want to have an online Sage 50 move up to Quantum
  • It does not have cost accounting
  • No multiple warehouse
  • Not enough inventory sales price levels by item
  • Limited customer sales prices
  • More customization as to levels of access to data

Pros and Cons of Sage 50 Accounting Versions with highlighted features available in all or most versions

Sage 50 Quantum Pros and Cons

Enterprise level accounting – Save even more time with automated routing of critical activities to the right person at the right time. Robust feature rich, powerful small business software yet so each to use. Be smart about managing money. Forecast cash needs now and into the future. Run what if scenarios and adjust cash in and cash out to cover upcoming expenses.

  • Boost workplace efficiency with role-based security access for up to 40 users.
  • Discover the trends within your key performance data so you can build on successes or make improvements.
  • Save on carrying costs with serialized inventory management.
  • Multi-user ready
  • Settle bills online
  • Fixed Assets Option
  • Higher transaction capabilities
  • Sage Intelligence
  • Budgets
  • Recurring Entries
  • Customize lookup windows

Sage 50 Pro

This is an entry level system for small business looking for a simple to use yet robust accounting solution. Get everything you need to build and run your business.

  • Streamline your financials
  • Easy to invoice customers
  • Pay bills
  • Track cash flow
  • Payroll
  • Direct Deposit
  • Customizable Forms
  • Easy Navigation

Sage 50 Accounting

Helps you organize and manage your business with confidence! Sage wraps our powerful accounting and business management features with easy to use basic features

  • Cash or Accrual Accounting
  • Manage Cash Flow
  • Customer Management Center
  • Sales optimization
  • Collection Letters
  • Templates for recurring charges
  • Customizable reports
  • Flexible reporting
  • Multiple level User Security

Sage 50 Premium

Keep control of expenses. Record bills, write checks and keep track of credits and returns. Analyze vendors to negotiate the best prices and reduce costs.

  • Invoice via mail
  • Invoice via email
  • Cash flow manager
  • Great for reporting profitability
  • Audit Trail
  • Short Cuts
  • Sales Tax Reporting
  • 941 / W2’s
  • Time and Expense tracking
  • Time and Expense billing

Sage 50 Manufacturing

Light manufacturing capabilities for repetitive manufacturers and simple manufacturing. This version ca help eliminate purchase errors. analyze costs accurately and help reduce inventory costs. Plan and track inventory. Keep track of on-hands, issue automatic POs when inventory drops, and track performance of products and services.

  • Powerful Inventory
  • Import using excel
  • Bill of Materials
  • Simple Work Tickets
  • Add-ons for complex manufacturing
    • MRP
    • Inventory Production
    • Scheduling
    • More
    • Inactivate Items
    • Back Orders

Sage 50 Distribution

Sage 50 version with industry solutions to help you deal with inventory challenges so you can increase sales, deliver on time, retain customers, and minimize overhead. This solution is comprehensive for small business owners so they can identify areas for improvement based on profit reports by department, item and / or job.

  • Serialized items
  • Assemblies
  • Work tickets
  • Units of measure
  • 10 price levels
  • Auto generate purchase orders
  • Packing Slip
  • Raw Material
  • Finished Goods
  • LIFO / FIFO / Average / Specific Unit

Sage 50 Non-Profit

Get paid fast. Create quotes and sales orders, invoice customers and make sure they pay on time. Process credit cards to get paid even faster.

  • Multiple Company
  • Profit center reporting
  • Donner letters
  • Churches, small organizations
  • Non Profits
  • Report Groups
  • Easy Month End Close

Sage 50 Construction

Manage jobs and projects. Break large jobs into phases, tracks costs by the phase and cost code, and bill as the job progresses.

  • Proposals
  • Job Costing
  • Phase Codes
  • Cost Codes
  • Retainage
  • % completion Jobs
  • Track vendor insurance

To receive a small business checklist in excel visit Month End Close Checklist

For a complimentary Sage 50 review and demo give us a call 800-475-1047

Upgrade to Sage 100 for more powerful inventory and manufacturing management

 Call now to speak to knowledgeable consultants or visit www.jcscomputer.com

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

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Learn the Pros and Cons of Sage 50 – How to request a demo and discover the Pros and Cons of Sage 50, Sage 100 and QuickBooks Accounting Software. Find a complimentary consultation and Free Demo for QuickBooks, Sage 100 and Sage 50 where you can uncover the good, bad and all else. Ask your questions, get answers hands on to uncover the strengths and weaknesses of each of these powerful Software programs. Get cost on Sage 50, QuickBooks and Sage 100 to understand the total price on data conversions and upgrading services. Locate pros and cons of Sage 50, sage 50 Accounting, cost of Sage 50 accounting software, sage software, sage 50cloud reviews. Call for Promotional Pricing.

Learn more about the pros and cons of Sage 50 Add-Ons

Accounting Business Solutions by JCS

  • Barcode Scanners
  • Job Cost Scanning
  • Certified Payroll
  • Advanced Reports
  • Shopping Cart Integration
  • API for Accounts Payable
  • API for Accounts Receivable
  • Bill of Lading

Sage 50 pros and Cons – Give us a call to learn more

Other Add-ons

  • ACT – CRM integrati0n – retired
  • AATRIX – Sales Tax Reporting
  • Codless Platforms-
  • E-Bridge
  • Paya
  • Microsoft Office
  • MISys Manufacturing
  • QuoteWerks – quoting
  • Sage Payroll Solutions – payroll
  • Paya Merchant Service
  • Sage Mobile Sales – mobile sales
  • Sync – for Sales Force
  • Sys Aid – help desk
  • True Commerce – shipping
  • V-Technologies – EDI

Sage 50 customer Size

  • Consumers                                                                      0%
  • Small Business (1-50 employees)                               90%
  • Mid Sized Companies (51-500 employees)             10%
  • Enterprises (>500 employees)                                    1%

Sage 50 Accounting Support Services Options

  • Phone
  • Live Chat
  • Email
  • Remote
  • Onsite

Discover Sage 50 Peachtree Support Services

sage-50, sage-50-pro-accounting, sage-50-premium-accounting, sage-50-quantum-accounting

Check out the small business month end close procedures and advise

Sage 50 pros and cons and if you want to Compare with other Software Solutions …

  • Fully Integrated Sage 100
  • Sage 300 Cloud
  • Cloud based Sage Intacct
  • Sage Business Cloud Accounting

Retired versions of Sage 50 Accounting formerly Peachtree as of this post

  • 2018 Sage 50 -U.S. Edition (retired)
  • 2017 Sage 50 -U.S. Edition (retired)
  • 2016 Sage 50U.S. Edition (retired)
  • 2015 Sage 50 -U.S. Edition (retired)
  • 2014 Sage 50 – U.S. Edition (retired)
  • 2013 Sage 50 – U.S. Edition (retired)

Sage 50 Intelligence Support and Training

Sage 50 Intelligence Support and Training

Sage 50 Intelligence Support and Training – Are you concerned about your Sage 50 Accounting Analytics Data Validity?  We are here to help at JCS, we understand the importance of data validity and empowering business leaders to make informed, data-driven decisions

Contact us today, and let one of our Engineers for Analytics measurement team experts provide you with industry leading recommendations and actionable insights.  With our Sage 50 Accounting Professional Analytics Consulting service, we’ll help get you set up for success.
You know what they say, bad data in = bad insights out.

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Sage 50 Intelligence works seamlessly with Microsoft® Excel® to

  • Minimize repetitive and manual work
  • Allow the creation for in-depth customer, vendor and financial reports
  • Consolidate data from multiple databases, multiple companies/divisions
  • Analyze, view, customize and distribute reports using Microsoft® Excel®
  • Identify trends using customizable dashboards
  • Receive up-to-the-minute detailed transactions, summaries or account groupings
  • Provide staff with trend reports and other purposeful business information

Licenses

Report Viewer Licenses, Report Manager Licenses, Report Designer Module, Connector Module and a “Free” version are all available options for Sage ERP MAS Intelligence depending on what suits your business needs.

While there are many ways to customize the reporting functionalities of Sage 50 Intelligence it does provide a several predefined report templates.

  • Dashboard Analysis Template:  this 1 page summary of key business information features “Top N” Reporting on expenses, items, and customers.  Profit and Loss are also featured for the current month and year-to-date.
  • General Ledger Transaction Details Template:  shows the account transaction details, description, amount totals, dates, and reference.  This report allows functionality using Microsoft Excel PivotTable® and additional elements to be involved.
  • Customer Sales Template:  this report features sales information for customers including costs, gross profits per item and/or per customer and item sales.  PivotTable® allows for additional elements to be manipulated.
  • Vendor Purchases Template:  filter this report by items or vendors, it lists purchase information including cost and item numbers for any date range chosen.  PivotTable® allows for additional elements to be manipulated.
  • Inventory Status Template:   this report shows the item and quantities along with location.  PivotTable® allows for additional elements to be manipulated.
  • Financial Reports:  allows for the review of balances for your General Ledger for any financial period chosen.  Layouts are generated, subtotaled and grouped by financial category.  This report also allows customization using Excel.
  • Financial Trend Analysis Template:  gives you the information you need to see what comparative trending over a period of time.  This powerful feature allows you to pinpoint analysis of trends to the appropriate source it is driven by.
  • Financial Report and Consolidated Financial Report Template:  these reports are available immediately and show you comparative balance sheets and income statements for your chosen defined time period.  All reports offered in this template are fully customizable with Excel.

Sage 50 Accounting Intelligence also offers Module-Level Security, Report-Level Security, Multicurrency, and Pass through Variables depending on what your business needs and applies.

For more information on Sage 50 give one of our professional consultants a call 800-475-1047 www.jcscomputer.com

With over 25 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

Put our 25 years of experience to work for you!

“Your Success is Our Goal”

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Accounting Business Solutions, Accounting Business Solutions by JCS, JCS Computer Resource, JCS, JCS software, sage 100, quickbooks, sage 50, MISys, Sage 100 manufacturing

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Sage Intelligence Training

Sage Intelligence Training

Sage 100cloud and Sage 50cloud

Sage Intelligence training can help ease your concerns about your Analytics Data Validity? We are here to help and understand the importance of data validity and empowering business leaders to make informed, data-driven decisions.

Contact us today, and let one of our Engineers for Analytics measurement team experts provide you with industry leading recommendations and actionable insights.  With our Sage Intelligence Reporting Professional Analytics Consulting service, we’ll help get you set up for success.
You know what they say, bad data in = bad insights out.

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Sage Intelligence reporting has different distribution capabilities depending on its companion Sage Software application.

The BI report can be set to distribute directly to an FTP site as outlined in the management window below.

sage intelligence reports, sage intelligence training, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

It can distribute the report in .xlsx or .xls excel formats, but not in .csv format.

The report and distribution can also be set up as a scheduled job each month specifying the month and year as part of the schedule.

 

The resulting output can be secured using Excels security options.

 

 

 

If these meet with your distribution requirements

we would just need to have our letter of engagement signed

to begin creating the output report that has been defined.

Sage Intelligence works seamlessly with Microsoft® Excel® to

  • Minimize repetitive and manual work
  • Allow the creation for in-depth customer, vendor and financial reports
  • Consolidate data from multiple databases, multiple companies/divisions
  • Analyze, view, customize and distribute reports using Microsoft® Excel®
  • Identify trends using customizable dashboards
  • Receive up-to-the-minute detailed transactions, summaries or account groupings
  • Provide staff with trend reports and other purposeful business information
  • Sage Intelligence Support of training is on demand to help you master your investment

Licenses

Report Viewer Licenses, Report Manager Licenses, Report Designer Module, Connector Module and a “Free” version are all available options for Sage Intelligence a module of Sage Software depending on what suits your business needs.

While there are many ways to customize the reporting functionalities of Sage 100 Sage Intelligence it does provide a several predefined report templates and our Sage Intelligence support can help you get up and going quickly.

  • Dashboard Analysis Template:  this 1-page summary of key business information features “Top N” Reporting on expenses, items, and customers.  Profit and Loss are also featured for the current month and year-to-date.
  • General Ledger Transaction Details Template:  shows the account transaction details, description, amount totals, dates, and reference.  This report allows functionality using Microsoft Excel Pivot Table® and additional elements to be involved.
  • Customer Sales Template:  this report features sales information for customers including costs, gross profits per item and/or per customer and item sales.  Pivot Table® allows for additional elements to be manipulated.
  • Vendor Purchases Template:  filter this report by items or vendors, it lists purchase information including cost and item numbers for any date range chosen.  Pivot Table® allows for additional elements to be manipulated.
  • Inventory Status Template:   this report shows the item and quantities along with location.  Pivot Table® allows for additional elements to be manipulated.
  • Financial Reports:  allows for the review of balances for your General Ledger for any financial period chosen.  Layouts are generated, subtotaled and grouped by financial category.  This report also allows customization using Excel.
  • Financial Trend Analysis Template:  gives you the information you need to see what comparative trending over a period of time.  This powerful feature allows you to pinpoint analysis of trends to the appropriate source it is driven by.
  • Financial Report and Consolidated Financial Report Template:  these reports are available immediately and show you comparative balance sheets and income statements for your chosen defined time period.  All reports offered in this template are fully customizable with Excel.

Sage Intelligence also offers Module-Level Security, Report-Level Security, Multi-currency, and Pass through Variables depending on what your business needs and applies. With Sage Intelligence training you can be up and live quickly.

For more information on Sage 100cloud and Sage 50cloud

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Sage 50 Cloud Support

Sage 50 Cloud SupportDiscover Sage 50 cloud support – Work With Experts to Get Help Upgrading From Sage Peachtree to Sage 50 cloud. Support, Sales And Implementation for Sage 50 cloud. Training Classes and Real-World Technical Assistance for Sage 50 cloud Sage 50C Sage 50 formerly Sage Peachtree all versions. Find Sage Certified Consultant Near Me for Sage 50 all versions.

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Sage 50 Cloud Support – Master Advanced Features

Sage 50 cloud support – technical assistance for all versions of Sage50 cloud formerly Sage 50 and Sage Peachtree. Sage 50 cloud support is offered along sales, data conversion, implementation and training. At Accounting Business Solutions by JCS Our primary goal is to help your business and your staff become better at what they do resulting in more accurate information.  Our Assistance helps small businesses manage and integrate the important parts of a business. Use Sage 50 it is a single system which connects each department when you work with Certified Sage 50 cloud support.

 

Sage 50 Sales – Sage 50 connects different departments of a business, and as an ERP application can eliminate costly duplicate and inefficient processes and free up resources for the business. Sage 50cloud integrates accounts payable, stock control, order-monitoring systems, and customer databases into one system.

Discover Sage 50 Data Conversion cost

Sage 50 cloud data conversion – Moving demographic lists, chart of accounts, customers, vendor and inventory items into Sage 50Cloud along with beginning balances. This enables a business to start off on the right foot when beginning to use Sage 50cloud.

Learn the price for Sage 50 implementation

Sage 50 Cloud Implementation – Helping small businesses set up Sage 50cloud to run efficiently for their small business. Sage 50Cloud Implement Onsite and Remotely – help you collect information about the activity and state of different divisions, making this information available to other parts, where it can be used correctly and productively.

Get Sage 50 Training

Sage 50 Cloud Training – Sage 50cloud training to help small businesses become more self-aware of how all the transactions link together, about vendors, customers, items, bill of materials and work tickets. Users can start to learn how to use the system based on best practices and from experienced real-world consultants and then gain skills in the advanced Sage 50cloud features.

What we recommend is to set up a demonstration for Sage 50cloud as it has many features that you would be able utilize. In addition, based on some of your additional inventory and business requirements taking a look at data conversion into Sage 100cloud as well. For Sage 50cloud Support Give us a call to set up your complimentary consultation. Give us a call 800-475-1047

 

Sage 50 cloud Support

Sample Discovery call / Request – DynaChem Manufacturing

This is a real life example of requests from a client prior to purchasing Sage 50. Not all of these requests could be managed by Sage 50. They also took a look at Sage 100 to learn the differences in features and price.

Summary of management requests for Sage 50cloud

Clients Main Concerns

Inventory control – needs to be real time as possible

Customer service needs to know:

  • availability of product for sale
  • faster approval turnaround for promise dates
  • historical product sales by customer information

Production needs to know:

  • availability of raw materials
  • required quantities of finished product over time for production planning
  • historical forecast of production needs
  • availability of rework/returned products

Purchasing needs to know:

  • stock status of raw materials
  • production requirements of raw materials over time
  • ordering requirements over time
  • historical forecast of raw materials required

Accounting/Finance needs to know:

  • up to date inventory costing and profitability

Operations needs to know:

  • Raw material usage by category
  • shipping and receiving schedules

Warehousing needs to know:

  • inventory quantities On-Hand vs Allocated
  • daily shipping requirements
  • daily receiving requirements

 

Reduce duplicate or delayed data entry

Customer Service:

  • Hand written approval requests
  • Shipping Confirmations
  • Bills of Lading
  • Customer specific forms.

Production / Inventory Control:

  • approvals prior to order confirmation
  • updating multiple inventory spreadsheets

Warehousing:

  • reduce the need for time sensitive physical checks for sales approval
  • daily shipping and receiving quantities

 

Better Reporting or Reduce data manipulation time required to generate

Production/Inventory Control/Purchasing:

  • Forecasting of inventory needs and reorder requirements

Accounting/Finance:

  • Daily Gross Margins Report

Operations:

  • Weight of raw materials used/month
  • # of production batches/month by product type
  • Raw material usage report / Batch net yield

Warehousing:

  • Daily shipping pick list
  • Product shipping / Day over time to check SO allocations
  • Production / Day over time for availability and raw materials allocations

 

Use Sage 50 cloud for some additional tasks/tracking needs

Customer Service:

  • Handle return authorizations during credit memo creation

Production/Inventory Control:

  • Track returned product for re-use or waste
  • track repair parts

Purchasing:

  • use Purchase Orders for maintenance / repair purchases

Operations:

  • track equipment maintenance / repair costs

Warehousing:

  • Receive and track returned product
  • Receive and track maintenance / repair parts

 

Sage 50 cloud support – Current Operations Flow

Orders:

  • customer service receives order
  • request availability status from warehouse and approval to ship
  • warehouse checks stock for allocated stickers and/or checks pending for shipment file.
  • if available returns approval for sale/shipment
  • if full qty not available, returns partial approval or not approved
  • request production of required quantities
  • production checks quantity required
  • checks pending production batches for UN-allocated quantities
  • checks resource schedule
  • checks raw material requirements
  • if available or can schedules batch and returns approval
  • if not available or can’t schedule in time frame returns alternative availability date when approved customer service prints sales order and sends confirmation.

When confirmation received send SO to warehousing and production if needed.

  • shipper and shipping schedule confirmed and confirmation is printed.
  • shipping schedule placed on schedule board.

Production batch # is issued and production is scheduled

  • raw material inventory levels are checked again & physically confirmed
  • rework / return materials are checked
  • PO’s are issued for raw material orders
  • receiving is scheduled

Production takes place

  • raw materials are pulled from warehouse
  • raw materials are charged to the batch and recorded by weight
  • rework / return products are added to batch
  • total weight of finished product batch is recorded
  • finished product is added to bulk tank or containers are filled

Inventory control updates inventory (Sage 50cloud, Excel & SQC)

  • records production by recorded quantity and estimated cost
  • alleviates raw materials inventory by charged weight recorded
  • inventory levels are checked and low levels passed to purchasing

Customer service creates bills of lading and invoices based on shipping schedule

Warehousing pulls and ships inventory based on shipping schedule

Finance runs a Daily Gross Margins Report based on actual and projected from sales orders in the system

Operations audits raw material usage for obvious problems and creates EHS reports

 

In order to utilize Sage 50cloud these would be the Suggested changes to work flow procedures –

this process could be made more efficient using Sage 100cloud.

 

By setting up finished product as assemblies with standardized bills of materials and utilizing the work ticket entry screen to record pending batches and by entering completed batches as completed work tickets, more immediate approximations of current raw material levels than when using the current adjustments method. Inventory adjustments for rework/returns would need to be made at the same time as batch production is recorded. Amounts produces on the work ticket would need to correspond only to production based on raw materials.

To standardize input and tracking procedures, separate inventory items will be created for filled containers, incorporating the container and appropriate amount of bulk product. Filling the containers would be recorded on a separate work ticket. This procedure will provide better solutions in a number of areas. When entering the initial work ticket, immediate feedback will be provided on material levels based on work ticket date showing qty required, qty on hand and qty available. Qty available included Qty On-Hand less Qty on prior/entered dated Work Tickets, less Qty on prior dated/entered Sales Orders plus prior dated/entered Purchase Orders.

There are currently no convenient reports to get this inventory level feedback, so as new work tickets are entered subsequently date work tickets can be checked for changing component levels. As batches are finished and marked as completed, standard component quantities will be depleted resulting in good approximations of stocking levels without having to wait the 2-3 days it sometimes takes for reported quantities used to be entered. Reported quantities used will still need to be entered as adjustments to the standard quantity for more exact quantities. By appropriately flagging ID’s in work tickets and adjustments, filling, rework and returns can be stripped from batch production information for EHS required reporting. Completed work tickets will also update finished product inventories for better look-up quantities for customer service.

 

Customer Service, production and warehousing will be able to look up available quantities on the Inventory Item Maintenance window. This screen shows Qty on Hand, Qty on SO’s Qty on PO’s and Qty Available which includes the proceeding +/- Qty on WTs. This screen’s calculations are based on transactions dated prior to the end of the current accounting period. To get more accurate availability, reports would need to be generated. Better Quantities available could be obtained by printing out 2 or 3 week rolling daily inventory pending availability reports.

One for items pending on Sales Orders another for pending based on Work Tickets. Work Tickets and Sales Orders are stored in separated data tables, so combining them into a single report may be very difficult and/or generating the combined report may take a very long time. Checking a quantity on hand and 2 running total figures will still be faster than the current practice of waiting for approval. Similar rolling quantity balance reports for PO’s and Sales Orders can be run for production raw material need. Again, Purchase Orders and Work Tickets are stored in different tables. These reports could also be used as an audit of production to shipping requirements.

 

Toll manufacturing can be billed at any time so long as you keep inventory considerations in mind. To not affect inventory at the time of billing simply do not use an item ID in the ID field but fill in all description lined as you normally would. When the product ships create another invoice with the item ID but at zero price to relieve inventory and record cogs. You can associate the 2 invoices if needed by using same invoice number with a suffix designating shipping (like -S)

 

Sage 50cloud inventory is highly date sensitive, so all transactions dealing with inventory need to be dated on the date you want inventory affected. To use the qty on PO’s, SO’s and Qty available base on these figures and Work Tickets (WT’s) lookup amounts effectively, these documents will need to be dated based on expected shipping dates, expected receiving dates or expected production dates which should be updated as they change. Alternatively, we can pull reports based on ship by in SO, Good Through in PO and Needed by in WT’s,

 

Sage 50 cloud support – Implementation Steps

 

Inventory meeting – this meeting should establish standardization’s for your Finished products and to define your bill of material (BOM) lists. This is a good time to adjust you Item ID structure for better report ordering or ranging. You will need some fields to help pull information for reporting; for instance, inventory running quantities available over time reports may have different items listed for customer service, production or warehousing; there needs to be a spot for recording EHS classifications, raw materials should be distinguished from finished products, raw materials that are also sold and service/maintenance products if you decide to track them in a single company.

A spot for the hazardous materials code should be chosen. It might be useful to set up Units of Measure and standard conversions. This would allow for physical inventory to be done by container count. This is probably not a good option for you since there is no way to handle partial containers in Sage 50cloud, but it may be useful in some instances. Decide on future need for labor or overhead added to assemble item cost at production. Remember that you will be setting up bill or materials (BOMs) based on a single pound produced, so make sure that any labor/overhead added to the BOM would make sense being multiplied by the total batch weight. There is not a way to add a standard, per batch cost.

Suggestion – it is my suggestion that you use the Item Type Field for broad category distinction or to distinguish between separate GL inventory accounts. For instance, raw materials – RM, Finished Goods – FG, Raw materials that are also sold – RS, Finished Products that are used in other assemblies – FC, Rework – FR, Repair/Maintenance Parts – PM. Thus, RM and RS could be combined in a single Sage 50cloud report for all raw materials or printed separately.

The hazardous materials code should be entered as a custom field. The EHS category should be entered as a custom field. Standard batch sizes should be entered as a custom field. Key raw materials should be recorded in a custom field and possibly as part of the Item Type field. To combine multiple raw material ID’s on reports under as single chemical name, that name should be placed in a custom field. Structuring account ID’s is important for report selection and sorting needs. Crystal has some text parsing capabilities (not as extensive as Excel) but to get the most flexibility ID’s should have a consistent structure that can be alpha-numerically ranged for desired reporting groups.

For example, to get a report on all stocked quantities of a specific product no matter what container that product is stored in, the product should be listed first followed by the container type possibly followed by a code for rework, returns, or untested of either. By using a consistent number of characters and appropriate alpha characters, we will have the most flexibility in Sage 50cloud reporting and the easiest time creating reports in Crystal.

If you decide that labor/overhead are appropriate and may be needed in the future, add them now. Set up appropriate labor/service/overhead items based on either individual finished product, production method or common labor task and attach them to the BOM. Actual Item Unit cost should be set to zero until you’re ready to use them. The inventory account should be set to a contra-wage account. This account will be credited at the time of assembly. Maximum capacity can be set in a custom field for look up or possible incorporation in a crystal reorder worksheet.

 

Test inventory decisions. –  setup a test company, enter raw material components needed and all BOM’s for a couple of finished products including the bulk product and one for each fill method. Backup and test report pull and ordering in Sage 50cloud. Test some work order batches so you’ll get a feel for how this is handled and for how and when information is available. If you decided to implement units of measures, test how UOM conversions work and appear on Sage 50cloud reports. Revise you ID structures, UOM’s or BOM lists and retest as needed.

Suggestions – a test company can be set up in one of 2 ways. 1 – Copy your current company data into a new folder and rename. This will provide you with list information and data to test. To use current Item ID’s for the new BOM items, rename the current stock items to something else (maybe zStk-<current ID>). 2 – Setup a new company and export/import list information from your current working company. I recommend the 2’nd option. Tests will be faster and you’ll gain experience importing and exporting. Copy employee and sales tax files from working co folder to new company before attempting import.

It’s easier to import employees without any associated tax calculations and accept the defaults. Import lists in the following order (Employees, Vendors, Customers, Items) Though many of you have expressed a desire to continue in your current data, this is not optimal for a number of reasons. To change over to Work Ticket oriented inventory tracking you will be increasing the number of inventory items until they can be purged in closed years. Over time, any database can develop problems or corruptions and I saw some signs that this problem may exist in your data. I’ll provide options for both, but it’s your choice which to pursue.

 

Enter all new BOM’s and update raw materials inventory for Item Types, Custom Fields and UOM’s if you have decided to use them. Print and audit changes.

Suggestions – Doing this in a test company, prevents inadvertent changes to your current inventory structure, may speed entry, prevents update work from using resources in working company that can slow down actual work. When you convert over to using the new structure, if you have decided to continue working in your current data set you will need to rename any ID’s to be replaced and then either import the new BOM items or rename them from whatever your temporary names are. This second renaming could take considerable time.

 

Meeting to discuss standardization of batch numbers as references in Sage 50cloud

Suggestions – You are currently using your batch number as a reference for inventory adjustments to be able to pull data. This results in duplicate transaction ID’s which can sometimes result in data corruption during purges. At a minimum you will need to set up a consistent structure to account for the initial bulk production (<actual batch number>) any associated fill batches (<actual batch number>F or <actual batch number>-F) associated rework/return incorporation in adjustments (<actual batch number>R or -R) and adjustments to actual from standard (<actual batch number>A## or -A-##) where ## is unique for each component adjusted (01 for first, 02 for 2nd ..etc.). To transfer a product with an alternate Item ID to accommodate different formulations (<actual batch number>-T).

 

During Inventory Item Update begin planning and writing the Crystal Daily 2- or 3-week rolling inventory requirements and availability reports. This report should be ready at cut over.

Suggestions – at a minimum, you’ll need 4 reports, 2 for availability and 2 for requirements. Open PO provide daily incoming raw materials and open Work Tickets daily finished product availability. Open Sales Orders provide daily Finished product needs and Open WT’s information about raw materials needs. The last will be a difficult report to create. Because of data structures, WT information would be very difficult to combine with SO or PO information. It could be done by using shared variables and passing the results from a sub-report, but this would likely take a VERY long time to generate. The other option would be to export the 2 reports to be combined and then either manually combine them or use crystal to combine then. If Ed needs help with these, let me know.

 

During Inventory Item Update begin planning and writing the Crystal Daily Gross Margins Report. This report should be ready shortly after cut-over but if written correctly, it could work in the current data set. Talk to Jerry about priority.

Suggestions – I did not get a copy of this report and do not remember exact column headings. It would combine information from both the sales journal and the sales order journal to provide actual and projected gross profits. Cost for item projections based on Open Sales Orders will need to be calculated using last cost. There is no real way to associate Freight costs with a particular sale. Two possible solutions exist. 1 – set up freight ID’s as Stock Items w/ average cost and attach that Item to the sales invoice.

It does not need to charge an amount to the customer for a cost to be recorded. This would not associate and exact cost, but over time costs would average out. Multiple freight types and or levels could be created with similar price ranges to get better approximations per invoice. Negative inventories for this item would need to be closely watched. 2 – Purchase orders and Purchase invoices allow you to associate a given invoice to a customer and sales order number by using the drop ship flag. There is no real association in Sage 50cloud, but a purchase could be associated with a given SO or Invoice # in Crystal to relate them.

 

Meet to discuss and decide on a cut-over date

Suggestions – after entering enough of the inventory change to determine a time frame for completion, start looking at a good time for cut over. At cut-over, you will need to have a verifiable inventory count and be able to audit other current balances. Cut-over itself will take time (see cut-over instructions) and if possible, testing of/training in/ or practice of new procedure is always beneficial. This can all be done by using a copy of your inventory setup company.

Cut-over assistance from Sage 50 Consultant

Make sure ALL transactions are recorded.

Do a Physical Inventory

If you need to create sales orders or purchase orders during this time frame, do so in a second, temporary company to be reentered after cut-over.

Entering cash receipts or disbursements for existing invoices should be fine but track them for auditing.

Make sure to account for ANY unrecorded shipments, receipts, production or usage during this time. It would be better to shut down, but if not possible record any transactions in the temporary company to be reentered in working company after cut-over.

Set security to at least read rights for inventory maintenance and inventory related transactions for everyone who needs information on inventory levels so they can track down details if needed.

 

Option 1 – cut-over within current data set.

Backup

Print reports. GL trial bal. Income Statement, Balance Sheet, Inventory Valuation, Open PO’s, Open SO’s

Adjust all inventory to Zero.

Audit in item costing report for remaining quantities.

Backup to new backup file

Rename all old ID’s that will no longer be used and mark as inactive

Backup to new backup file

Audit name changes print report showing active items only.

Import or rename new BOM items.

Audit

Backup to new backup file

Enter inventory beginning balances

Audit Inventory value.

Audit GL against prior reports and make adjustments to inventory or costing as needed

Backup to new backup file

Correct items as needed on Open PO’s & SO’s (they will be looking at old/changed ID’s

Audit PO’s & SO’s

Test daily requirements / availability reports

Backup to new backup file

At this point you can begin actual data entry, though cut-over is not complete.

Correct Memorized transactions.

Re-enter any transaction data entered in the temporary company.

Enter work tickets for scheduled production batches.

Test work ticket related reports.

 

Option 2 – cut-over to new company.

Backup

Print Current Period Reports. GL trial bal. Income Statement, Balance Sheet, Inventory Valuation, Aged AP and AR in detail, YTD payroll, Open PO’s, Open SO’s, Account reconciliations.

Print prior YE reports to establish beginning balances GL trial balance, Inventory Valuation, Aged AP and AR in detail

Use your test company with corrected inventory and NO transactions.

Backup new company

Export/Import lists other than inventory in order (GL Budgets, Employees, Vendors, Customers, cost codes, phases, jobs)

Backup new company to new backup file

In old company rename all Item ID’s to correspond to new ones.

Enter YE beginning balances (GL, AR, AP & Inv.) PR not applicable at YE

These can be entered manually or exported reports can be exported and manipulated to import as transactions.

Audit YE Beginning balances.

Backup new company to new backup file

Export transactions starting the first of the year. SO’s and PO’s should go back a month or 2 to account for what was open at the beginning of the year.

Import transactions in the following order. GLJ, POJ, PJ, InvAssmJ, InvAdjJ, SOJ, SJ CDJ (payments), CRJ, PRJ. Backup between each journal

Audit current balances against reports printed from current company

Adjust all inventory to Zero.

Audit in costing report.

Backup to new backup file

Enter inventory beginning balances

Audit Inventory value.

Audit GL against prior reports and make adjustments to inventory or costing as needed

Backup to new backup file

Test daily requirements / availability reports

At this point you can begin actual data entry, though cut-over is not complete.

Correct Memorized transactions.

Re-enter any transaction data entered in the temporary company.

Enter work tickets for scheduled production batches.

Test work ticket related reports.

 

Memorized transactions cannot be easily moved, but I do have a procedure that may help on ones with many items.

In your current data set, before renaming and inactivating your Old Item ID’s, backup the company and rename them instead to the new ID’s.

Create a bogus transaction for each lengthy memorized transaction and save it with an easily ranged ID set.

Export these transactions.

When you’re ready to correct the memorized transactions, you can backup and import these normal transactions and call them up one at a time and save it as memorized. Then delete the bogus transaction.

If using option 2 you can copy the 2 files associated with memorize transactions (stxhdr.dat and stxrow.dat) from your old company to the new company. The ID and description for the memorized transaction and any description lines will come over intact, but any Item ID’s and the associated customer will probably be wrong since they look at a record # and not ID’s. If you do this they will have to be corrected before any of them are used for data entry to avoid possible corruption issues stemming from invalid record numbers.

 

Sage 50 cloud support

Other Implementation Issues – these are items that are not really time related to the actual Cut-Over.

 

Plan and create custom Crystal report for Pounds of raw of key raw materials used per month. It should be fairly easy to pull this information from the costing file based on assemblies and adjustments for items marked as key materials in inventory. Formatting as a chart with key material chemical name rows and months will be the challenge, but there is an example report that may prove useful.

 

Plan and create custom Crystal report for production batches by EHS classification. This should be based on information in the assemblies’ journal, stripping out any Fill Batches by the batch number suffix. It can be compared to the standard batch amount stored in the custom field for that item and manipulated with whatever formula Craig supplies to come up with total # of batches.

 

Plan and create custom Crystal report for material usage auditing. Because of data entry constraints it will be difficult to create this report in the format Craig has requested. I have not used the cross-tab function in Crystal on derived total fields before, and getting this to work would be the best solution. In any event Crystal should easily be able to pull this information from adjustments and assemblies to be exported to excel to manually set up the tables or to be used as an import source for a tabular crystal report.

 

Freight tracking was discussed above but I’m not sure I understand everything you want tracked this needs additional discussion.

 

Authorized Returns can be tracked through either PO’s or negative SO’s. PO’s are the better choice. A separate PO form for the Return Authorization can be created and printed. It can be received as any other item.

 

Bills of Lading and other Forms. Any text form can be created in Sage 50cloud and printed. This is never an automatic process however and page breaks cannot be defined to allow a second page of text to print as an attachment to another form. Forms like your shipping commitment form and bill of lading duplicates some information in Sage 50cloud transactions. The forms can be designed with blank space for the additional information to be written in, but there will be no tracking of that info. To print a bill of lading directly from Sage 50cloud would require that the data be entered with the descriptions and order required.

So SO’s in Invoices would also print this way. A Crystal bill of lading or other form can be created which could re order the lines or add hazardous material warning based on custom field on the Item and a table of substitutions or order in crystal. This would still not be able to fill in dynamic information like case count, though in some cases it could be calculated. There is also a crystal report we can help you with if you wish a bill of lading using your Sage 50cloud information. Multiple customer specific forms like packing slips can be created so long as Sage 50cloud has the information.

 

The shipping programs available as attachments to Sage 50Cloud are generally links to or dedicated to FEDEX or UPS programs. I could find none that allowed for tracking a table of preferred carriers per location, quotes or even rates for other carriers.

 

Need to locate a logistics program that could link to Sage 50lcoud.

 

The add-on for Bar-Coding of inventory to help with shipping, receiving or physical inventory is now called the EZScanIt Suite. I can be implemented at any time. I see no help in this solution for better on time inventory levels but it can help with shipping/receiving/count data entry. We can schedule a demonstration of this add on for Sage 50cloud when you are ready.

 

Maintenance and Repair tracking for equipment can be handled though job costing. Simply set up a job for each piece of equipment. Purchase invoices can be applied directly to an expense to a job if it’s not for a stock item. Stock items can be relieved from inventory and cost applied to a job. Employee time and cost can be applied to a job through PR entry, and misc. expenses can be applied through the debit side of a GL transaction. Jobs can be broken down into sub categories (phases) like repair and maintenance or further categories for more detailed reporting (labor, materials, subcontract, etc.). Your data base is large with its current inventory and transaction level and the number of transactions will increase with the work ticket solution. If you want to also track a large repair parts inventory or your transaction volume for these items in large you may consider tracking them in a separate company.

 

Plan and create custom Crystal reports for Sales history and/or material use charts to help in forecasting of inventory needs.

 

You can begin printing picking lists at any time as they are bases on Sales order information already in the system.

 

Begin printing initial quotes for pending order approval at any time to have a record of approval and all can see the details. Lost orders can be simply deleted.

 

Plan and create custom Crystal reports to show planed production, shipping and usage over time. Limited cycle counts can be done on anything not on that report so lone as all other transaction data has been completed.

Sage 50 cloud Support

Our Sage 50 cloud support staff can provide a demonstration for Sage 50cloud so you can discuss your business requirements. What we recommend is to set up a demonstration for Sage 50cloud as it has many features that you would be able to utilize. In addition, based on some of your additional inventory and business requirements, taking a look at a data conversion into Sage 100cloud as well. Give us a call to set up your complimentary consultation. For Sage 50cloud Support Give us a call 800-475-1047

 

 

Discover Sage 50 cloud support – Work With Experts to Get Help Upgrading From Sage Peachtree to Sage 50 cloud. Support, Sales And Implementation for Sage 50 cloud. Training Classes and Real-World Technical Assistance for Sage 50 cloud Sage 50C Sage 50 formerly Sage Peachtree all versions. Find Sage Certified Consultant Near Me for Sage 50 all versions.

Discover Sage 50 cloud support – Work With Experts to Get Help Upgrading From Sage Peachtree to Sage 50 cloud. Support, Sales And Implementation for Sage 50 cloud. Training Classes and Real-World Technical Assistance for Sage 50 cloud Sage 50C Sage 50 formerly Sage Peachtree all versions. Find Sage Certified Consultant Near Me for Sage 50 all versions.

 

For Sage 50 cloud support give us a call 800-475-1047

Discover Sage 50 cloud support – Work With Experts to Get Help Upgrading From Sage Peachtree to Sage 50 cloud. Support, Sales And Implementation for Sage 50 cloud. Training Classes and Real-World Technical Assistance for Sage 50 cloud Sage 50C Sage 50 formerly Sage Peachtree all versions. Find Sage Certified Consultant Near Me for Sage 50 all versions.

Discover Sage 50 cloud support – Work With Experts to Get Help Upgrading From Sage Peachtree to Sage 50 cloud. Support, Sales And Implementation for Sage 50 cloud. Training Classes and Real-World Technical Assistance for Sage 50 cloud Sage 50C Sage 50 formerly Sage Peachtree all versions. Find Sage Certified Consultant Near Me for Sage 50 all versions.

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Sage 50 Manufacturing Demo

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Discover the Advanced Features in Sage 50 Manufacturing!

Call now – Send an email – find promotional pricing

Learn why Sage 50 Manufacturing is a great solution if you’re a smaller manufacturer with simple manufacturing processes. Sage 50 can be personalize during the initial setup and is easy to use. This powerful Software covers all the important areas your business needs to help you organize your operations and support your back office accounting. (formerly Sage Peachtree Premium for Manufacturing)

 

Accounting Business Solutions by JCS offers advanced installation and support for Sage 50 Manufacturing. (formerly Sage Peachtree Premium for Manufacturing) Do you want to learn more about Sage 50 manufacturing? Schedule your Sage 50 manufacturing software demo and speak to Sage50 Expert. Learn why Sage 50 Manufacturing Works for small manufacturing businesses. Get a Free upgrade test conversion with your purchase of Sage 50 if you are upgrading from a legacy version. Work with certified Sage 50 manufacturing consultants so you get advanced support and training. Find a Sage 50 manufacturing consultant. Give us a call toll free to learn more 800-475-1047

What are the Top Features Found in Sage 50 Software for Manufacturing?

 

Sage 50 Manufacturing is made up of four main sections.

 

Sage 50 Inventory Module:

The first step is to set up each individual stock item before they can be added to a finished item bill of materials. There is 1 warehouse available in Sage 50. Each Sage 50 inventory item can be assigned to a single bin location. The choices for classifications for a Sage 50 inventory items are stock, assembly, serialized stock or serialized finished assemblies.

Sage 50 Bill of Materials:

Sage 50 manufacturing is intended for small & developing manufacturing businesses. The Sage 50 Bill of Materials allows users to produce detailed bills of materials for finished items to be made. The Sage 50 bill of materials can include a range of components with any number of sub-assemblies. Each assembly has an option for revisions and a date that revisions are effective.

However, each sub-assemblies needs to be built individually before the finished item is built. Sage 50 does not have the capabilities of automatically using nested bill of materials. Once each sub-assembly is manually built, the final assembly can be completed and the total cost for the finished item is available.

Sage 50 Work Tickets:

The Work Tickets form can be customized and used to provide a printable document with a list of components and simple steps needed in the process. By using Sage 50 Work Tickets you can also view alerts helping to determine if there is not enough stock to complete finished items. It offers all the functions needed for manufacturing firms who work within a repetitive manufacturing cycle. Historical transactions can provide and estimate of profitability for previous finished items. These can be used as a basis for newly created client quotes.

Sage 50 Work Tickets What If:

A user can specify more or fewer finished items that will be made. Then based on the total needed it can indicate if there is enough stock on hand to complete the quantity needed. The ‘what if’ estimate looks at the requirements of the bill of materials, uses the settings to include purchase orders and sales orders to calculate the availability of items.

Sage 50 Assemblies:

If Work Tickets are not required a simple Assembly process within Sage 50 can be used to complete finished items, roll up the cost of all the components and deplete the raw materials quantity on hand from stock. This is intended for small business manufacturing companies that are engaged in continual batch manufacturing with quick turn around time.

Get A Sage 50 Software Manufacturing Demo

Offering the ability to manage material with limited labor tracking in a production environment along with cost roll-up capabilities for profitability by customer and inventory item as soon as the finished item is completed.

Sage 50 Premium Manufacturing has been retired from the Sage 50 product line with the release of version 2015.
Sage Premium Manufacturing functionality is now part of Sage Quantum.

Learn more – call to schedule your Sage 50 Manufacturing Demo

800-475-1047 solutions@jcscomputer.com

www.jcscomputer.com

A Sage 50 Manufacturing Demo normally takes 45 – 60 minutes of time. During the demo we can help answer your Sage 50 questions:

Once a demo is completed you will understand if  it has the functionalities for your manufacturing facility.

Why use Accounting Business Solutions by JCS?

Accounting Business Solutions has over 35 years of accounting and business knowledge as well as proficient technical background. Find the training and support your business needs and deserves working with a proficient expert Sage 50 consultant.  You can work with the same consultant to help you master your Sage Software. Call and use online tools for those occasional questions you need help with so you can understand best practices. Learn how to manage your company information and books. Sage Timeslips Demo

Accounting Business Solutions, Accounting Business Solutions by JCS, JCS Computer Resource, JCS, JCS software, sage 100, quickbooks, sage 50, MISys, Sage 100 manufacturing

Why is my Sage 50 running slow?

Why Is my Sage 50 running slow?

10 tips and tricks when Sage 50 Accounting is in slow motion

Reach out Today! Call for promotional pricing – send us an email – schedule a Free Private Demo!

“My Sage 50 software system seems to run slower now than it originally did. Is it time for maintenance?”

When you first install Sage 50 on a new computer it processes transactions and produces reports very fast. Over time many users experience degradation in performance and ash themselves “Why is my Sage 50 running slow”? Sage 50 can run into some challenges as more information is added, the environment changes, and the list goes on.   Without getting too technical, we will explore some steps you can take to investigate and help speed up Sage 50 if it’s moving too slow. If you need to perform a Sage 50 company rebuild to increase performance Learn how to rebuild a Sage 50 company data file.

Symptoms could include

  • Performance issues on either a network or standalone installation
  • Program is slow, locks up, hangs, or freezes
  • Program is being hesitant

First Try changing these simple Settings on each workstation and the server

Help – Sage Advisor Settings

  • Remove the check mark from “Show tips to help me work more efficiently in Sage 50”
  • Remove the check mark from “Show the setup advisor on-screen assistance”

Services – Product Enhancement Program

  • Place a check mark in “I no longer want to participate”
  • Select OK

Services

  • Check for Updates
  • Make sure you update frequently

Maintain

  • Company Information
  • Select Posting Method
  • Real time is the best if you only have a few users

Task

  • System
  • Purge data is another way to speed up a system – the options are above

Smart Posting:

That is a definite maybe. It depends on what aspects they want to go faster. Smart posting is designed to make saving a transaction faster allowing the next transaction window to ready for use faster. So, if there is no bottleneck in data entry itself, it probably won’t help. It’s also possible, in a situation where multiple data entry people work constantly working on different transaction for the same list entities at the exact same time, it may again allow for faster saving of transactions.

It will not in any way speed up lookup or reporting or program startup which is where most clients experience performance issues. at the same time it increases the window size for possible data corruption and reporting is never up to date until smart posting has actually finished it job even to a point where a report may appear out of balance due to a partially completed smart posting.

Why is my Sage 50 running slow? What other causes could there be that may need a resolution?

  • Pervasive is running as a preload or is damaged and needs to be reinstalled
  • Permission settings over the network are preventing Sage 50 from running with full control
  • Slow network speed
  • Data size is over the recommended size for optimal system performance

How large are your Sage 50 list and transaction files? This may be the CULPRIT!

Again, this may or may not help. Both of those processes occur as part of year end close, so if they have recently closed, it’s not going to do much excepting in instances of very large transaction volumes. It also doesn’t help with non-indexed reporting like job reports or bank rec.’s. The environment plays a significant role in large database, as does security, and the stability of the installation.

Although in no longer breaks the database, I still maintain the if someone has more the 10,000 of any demographic entity (customers, vendors, item, etc.) active in the system, they are pushing the limits of the data base. I’d say the same for 350-500,000 header records or over a million line item records. If the system can’t be kept below these levels with periodic purging, consider upgrading from Sage 50 to Sage 100.

The following items are about performance

But, back to your question, installations with large transaction volumes, regular data verification’s and re-indexes coupled with regular system shutdowns and restarts of all system involved with the database, including the server, can slow deterioration of performance. It is imperative though, that a backup is made prior to the process and a full audit of the results take place each time this process is takes place. These are a few more places to look. There is information in the Sage Software knowledge base and may take an IT person or consultant and we can help you.

  • Sharing permissions & security
  • Sage company size
  • User Account Control (UAC)
  • IPv6
  • Anti-virus and firewall software
  • Network connection
  • Memory & processor speed
  • Background applications
  • Data entry
  • Compatibility settings
  • Microsoft .NET issues
  • User does not have the correct access
  • Oversized form (.FRM) file(s)
  • Uninstall and reinstall Sage
  • Computer name is longer than 12 characters

Why is my Sage 50 running slow? – When Sage 50 has always been this slow then:

If yes: Look at the Sage 50 installation. Does your system meet the minimum requirements? If it’s below specs, you may need to upgrade your computer.  Also, beginning with Sage 50 2011 Sage Software uses Pervasive SQL Version 10.12 which along with other database changes has definitely improved performance, so you might want to consider a product upgrade.

If not: Look at what has changed over time to make Sage 50 slower. Have more people begun to use Sage 50? Has the database grown? If the answers are yes, you may also need to consider a computer, network or product upgrade.

Is the Sage 50 database on a server?

If yes: Are all users experiencing the problem? Troubleshoot with IT to learn if  you have server or network issues. If access to other network resources such as the Internet or other servers remains brisk, then the server is probably the culprit.  Read about helping slow machines, below. Note that although the Sage 50 database resides on a server computer for purposes of sharing, the Sage 50 programs themselves should be installed on each individual user’s computer for best performance. Also when running a peer to peer with a large number of users you can expect slowness.

Slow networks

Has expanding networked equipment slowly overloaded your network, or did the problem suddenly appear? If it’s a sudden change, look for failing network hardware which can consume all available bandwidth. This symptom can also represent an infected machine wildly broadcasting viral spores. Try temporarily disconnecting hardware from your network to see if the situation improves. If it does, then you have isolated the culprit.

If you are running Windows Vista, you may want to consider disabling the Microsoft IPV6 protocol in favor of IPV4. See https://support.microsoft.com/

The mark of an overworked network is that performance is great outside of normal working hours, but degrades as more users arrive. The solution here is to revisit your network topology and break the network into smaller pieces so that traffic doesn’t collide. For example, replacing a hub with a switch creates multiple independent network segments where communications flows independently; yet, traffic can still flow between segments if required.

If you are running on a wireless (Wi-Fi) network, consider switching to wired if possible. Most wireless nets are far slower.

Slow machines

Is your computer slow in general?

Be it a server or a workstation, if a computer is running slow, the user or users depending on it will experience frustrating delays. Factors depend on hardware such as insufficient memory; increased server usage; anti-virus programs scanning files on the fly; network configuration; local hard drive indexing on the fly; and many other factors not related to Sage 50. Here are some probable causes and solutions:

Parasitic programs

Many of the “free” programs available via the Internet were not written by professional programmers. Such programs can squander resources, even when they do not appear to be running at all.  It’s a bad idea to install any non-essential software on a computer intended for business use. Install only programs from well-known manufacturers, configure them with care, and keep them up-to-date. Many of these programs are nearly impossible to uninstall. If your computer is cluttered with widgets, social networking, and entertainment software the only practical solution is to back up the data externally, erase the entire contents of the computer, install essential software, and restore the data.

Note that some services, such as indexing, virus scan, and backups, can consume a lot of system resources. If these services are needed, try to schedule them for off hours.

Overheating

Processing information generates heat. If the heat cannot escape, the CPU will deliberately slow itself down, thereby generating less heat, to prevent burnout.  The system will also speed up the cooling fans in an effort to remove heat. If the fans are roaring and the system is so slow as to be almost unresponsive, this is the problem. It’s usually seen in machines which are seldom turned off as dirt and dust gradually accumulate internally. The cure is to dismantle the computer for a thorough cleaning.

Overworked processors

Start Windows task manager. How busy is your CPU? If CPU Usage is steadily over 70% you have an overworked processor. Task Manager can show you what programs are using most of the CPU resources.  Are these programs really necessary? If yes, move some of the workload to another computer or upgrade this computer to a faster processor. Otherwise remove the programs.

Short on storage

This topic considers Random Access Memory (RAM), which is the fast, temporary data storage within the computer. To see how much RAM your computer has, hold down the Windows key on your keyboard and press the Pause / Break key. At a minimum a computer should have at least 1mb of RAM for Windows XP and 2mb of RAM for Windows Vista or Windows 7.  Insufficient RAM will cause the machine to use the hard drive for temporary data storage which is much slower than physical RAM.

Then the computer will be very slow and you will see excessive hard drive activity. More RAM is better, up to the physical limit of the machine. To see if your RAM is overtaxed, in the Windows Task Manager utility the graphical displays labeled “PF usage” and “Page File Usage History” reflect overflowing RAM. In windows some Page File use is normal, but if the amount of Page File in use frequently exceeds the amount of your RAM size your computer will benefit from additional RAM.

Hard Drive Overworked

Your computer’s Hard Disk Drive (HDD) is the location for permanent data storage. On most computers, a small light illuminates whenever data is moving to or from the HDD. If this light remains on for long periods the machine will be waiting (and so will you) for data to be retrieved from the HDD. If that’s the case, and assuming you have enough RAM (see above), it’s time to look at the HDD more closely.

First, have your system check for HDD errors. You can learn how to do this here: https://support.microsoft.com/ If the drive is error free, reorganizing its content can make it much more efficient, see how to De-fragment your hard drives at: https://support.microsoft.com/

If after doing these things, the hard drive is still very busy, it’s time to consider adding an additional drive and divvying up the workload. Most desktop computers can support two to four drives in total, but are originally shipped with only one. Faster hard drives may also be an option.

More than one of the above scenarios might be hindering your performance. All systems have bottlenecks, and sometimes correcting one of them can exacerbate another.  If after trying the above suggestions you are at a loss as to why your Sage 50 runs so slow, you should contact Accounting Business Solutions by JCS www.jcscomputer.com or give us a call Toll Free 800-475-1047.

So when you ask yourself why is my Sage 50 running slow?

Why is my Sage 50 running slow? Accounting Business Solutions by JCS can help you discover answers when you ask questions such as why is Sage 50 running slow? How do I fix Sage 50 errors? What is the Cost to upgrade Sage Peachtree to Sage 50 and can I bring over all my company data files? Where do I find a great Sage 50 consultant for advice on Sage 50 corrupt data and company rebuilds? Contact Sage Support 800-475-1047 Call Sage Support for Sage Peachtree support, issues with Sage 50 running slow, Sage 50 errors, Sage 50 data corruption and when Sage 50 is not responding

These may be ways to resolve your Sage 50 by Sage Software from running slow. If you need assistance we are just a phone call away.

Uninstall and reinstall Pervasive

– If you are technical there is a knowledge base article on this. If you are not technical we can help you with this or your IT department/support staff

Sharing permissions & security

  1. If the shared data folder’s permissions and/or security have not been set properly, it can cause slowness;
  2. Make sure that the network drive at each workstation is mapped directly to the shared folder and not a sub-folder (for example, Sage 50 is shared, but the drive is mapped to Company); if it is, disconnect and remap the drive.

Sage company size

  • The size of a Sage company directly affects program performance; large databases can result in longer load times for the program.
  • To check a company’s size, select Help, Support Utilities, and then File Statistics.
  • Large companies should be purged to remove old transactions/inactive records and decrease the company size; refer to: If you need assistance with this give us a call. We can perform a test purge for you to determine if this will cause any data issues.
  • you may need a company rebuild or purge to get your company data file size back under the proper limits.

User Account Control (UAC)

  • In Windows Vista, 7, 8, 8.1, and 10, UAC can cause slowness by not allowing Sage to properly access the shared data files and/or program files.
  • See Article ID 10198:

IPv6

  • If using Windows Vista, 7, 8, 8.1, or 10, disabling IPv6 will significantly improve Sage’s performance.
  • See Article ID 10833:

Note: Some newer versions of Microsoft Exchange are dependent upon IPv6 to operate properly. It will prohibit them from running in Services.

Hardware review Why is my Sage 50 running slow?

Anti-virus and firewall software

  • See: you should allow Sage 50 to function without interference of your antivirus software
  • Contact your IT professional or your security software’s manufacturer for instructions on configuring the exceptions list.

Network connection

  • Sage is not supported on wireless networks. Use on a wireless network can result in performance and/or data integrity issues. It is strongly recommended to use a hard-wired connection with the program.
  • Verify the server and workstation(s) are on the same domain or work group.
  • Verify the server can ping the workstation by name and receive a response from the correct IP address and that the workstation can ping the server by name
  • Check the network speed
  • Network-related issues can be confirmed by changing one of the workstations to a local data path and opening a sample company. If the performance issues desist after bringing the data to the local machine, contact an IT professional to troubleshoot across the network; refer to
  • Verify there are no bad or faulty network cables or network cards in the environment. Replace any damaged equipment.
  • If the computer experiencing performance issues has dual network interfaces (active wireless and wired network connections), disable the unused interface.
  • Consult with your IT professional to diagnose and repair network latency.

Memory & processor speed

  1. Make sure each computer meets at least the minimum processor and RAM requirements for Sage Software
  2. At the server, you should increase your amount of RAM in correspondence with the number of workstations accessing Sage; a good rule of thumb is to have 2GB of RAM per workstation.
  3. More memory/processor speed will also be required if working in multiple companies at once.
  4. Check Sage’s performance at the server; if the server is slow, every workstation will also be slow.
  5. Verify the processor and memory resources have not been artificially limited by pressing Windows+R keys, type msconfig, and then click OK.
    Note: If prompted to allow the program to make changes, select Yes.
  6. Select Boot tab.
  7. Select Advanced options.
  8. If either Number of processors or Maximum memory are selected, clear them.
  9. Select OK.
  10. Select OK again.
  11. Restart computer.

Hard Drive space and virtual memory

  • Each PC’s hard drive should have a minimum of 1 GB or three times the company database size, whichever is larger, of free space.
  • Running Windows’ Disk Cleanup and De-fragment-er utilities at each PC will optimize free disk space.
  • Each computer’s virtual memory should be set so it at least matches the amount of RAM on the machine.
  • As with RAM, the more virtual memory a computer has, the better it will run.
  • Follow the link in Additional information for instructions on checking and changing the amount of virtual memory.

Background applications

  1. Other programs and background applications running at the same time as Sage may cause slow performance.
  2. Try rebooting your computers into Selective Startup to verify if background programs are affecting Sage’s performance
  3. If performance improves after doing so, start re-enabling services and startup items one at a time until the one causing the issue is found.

Data entry

The following changes can improve performance but are not always necessary. It is best to make a few changes and then work in Sage to test the results.

  • Change Global Options
  1. Select Options, and then
  2. Then Select General
  3. Check one or more options under Improve Performance.
  4. Clear Smart Data Entry.
  5. Select OK.

Note: When entering transactions, use unique reference (invoice, check, etc.) numbers.

  • Change Action Items settings
  1. Select Tasks, Action Items.
  2. Then Select Options, and then Transactions
  3. Clear each Create Event
  4. Select Start Up
  5. Clear Display Action Items each time a new company is opened.
  6. Select OK, and then Close.

Compatibility settings

  1. Right-click Sage Icon, and then select Properties.
  2. Select Compatibility tab.
  3. If Run this program in compatibility mode for is selected, clear it.
    Note: If the check box is grayed out, just continue to the next step.
  4. Select Change settings for all users.
  5. If Run this program in compatibility mode for is selected, clear it.
  6. Select Run this program as an administrator.
  7. Then Select Apply.
  8. Select OK.

Microsoft .NET issues

  • How to I check for Microsoft Framework.net errors – this may require uninstalling and reinstalling
  • If using Windows 8, Microsoft .NET 4.5 is built into the operating system, so instead of reinstalling it, disable it, reboot, and then re-enable it.

User does not have the correct access

Each user in the network needs either Administrator or Power User access.

Oversized form (.FRM) file(s)

  1. Check the Forms and individual company directories, sorting the files in the directory by size.
  2. Any large forms can be moved out of the Forms and individual company directories.
  3. If these are custom form files, they can be re-customized.
  4. Verify the program is more responsive.

Uninstall and reinstall Sage

  1. Uninstall Sage 50
  2. Reinstall Sage; refer to Sage 50 Installation Instructions

Computer name is longer than 12 characters

  1. Rename your computer to contain less than 13 characters
  2. If in a networked environment, this will need to be done on the server machine
  3. Contact your IT group or local computer support before proceeding to ensure this will not cause conflicts with other programs, etc.
  4. Update the GWPREFERENCE.txt and update the computer name

Learn Why is my Sage 50 running slow?

You may need to perform a Sage 50 company rebuild.  If you need a company rebuild to increase performance FIND How to rebuild a Sage 50 company data File. For more information on Sage 50 and Sage Timeslips services

800-475-1047      

Reach out Today! Call for promotional pricing – send us an email – schedule a Free Private Demo!

www.jcscomputer.com

Sage 50 month end checklist

Accounting Business Solutions by JCS can help you discover answers when you ask questions such as why is Sage 50 running slow? How do I fix Sage 50 errors? What is the Cost to upgrade Sage Peachtree to Sage 50 and can I bring over all my company data files? Where do I find a great Sage 50 consultant for advice on Sage 50 corrupt data and company rebuilds? Contact Sage Support 800-475-1047

These notes are as of 2015 and you may need updated suggestions.

With over 35 years of accounting and business knowledge as well as proficient technical background you get the training and support your business needs and deserves working with a proficient expert consultant.   You can work with the same consultant to help you master your Sage Software and for those occasional questions you need help with so you can understand best practices and how to manage your company information and books.

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