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Sage Fixed Assets Version 2018.1 Incompatibility Issue

We recently had a client that was on version 2016 of Sage 100, they also were on an older version of Sage Fixed Assets and needed to upgrade the Sage Fixed Assets to version 2018.1. Upon doing the upgrade they received the error “Unable to cast COM object…” in Sage 100, after install the Sage Fixed Assets Client 2018.1.

So, what is the cause of this and how can it be resolved?

The cause of this “Unable to cast COM object…” error lies in the Crystal Reports runtime version (SP21) which is installed with FAS 2018.1, SP21 is not compatible with Sage 100 versions 2017 versions and earlier.

To start with replace existing pvxwin32.exe.config located in the “2016” installation of Sage 100 Standard …\mas90\home\ with a copy of the same file from Sage 100 Standard 2018. The pvxwin32.exe.config new file can be obtained from Sage 100 Support.

Then visit all the Workstations that have Sage 100 and install the FAS client, that is the fix.

In addition, Sage Support did a great job documenting the fixes for other scenarios with different versions of older and newer Sage 100. The Knowledge Base Link is here.

Announcing New Training Format for Partners and Customers at Acumatica Summit 2019

Acumatica customers and partners can look forward to Acumatica Summit 2019 continuing it’s yearly trend of supplying a full slate of comprehensive cloud ERP training. However, there is an update: we have a new training format. Don’t worry, we think you’ll like it.

At Acumatica, they are constantly improving their cloud ERP software. This is because they want to provide customers who use it and partners who sell it with the very best cloud ERP solution possible. They also strive to make the annual Summit better every year. And a major part of their  improvement efforts stem from the feedback that they receive from you, their customers and partners. After last year’s annual Summit, you said the training track sessions (which you considered extremely insightful) and the training track format could be made even better to meet the needs of certain members of the Acumatica community. They listened, and  made some updates. The new training format will be introduced at Acumatica Summit 2019, coming January 27-February 1, 2019 in Houston, Texas.

Reminder: if you register for the Summit right now, you can still take advantage of our special early bird pricing.

A variety of training is available in flexible training periods, you can check out Acumatica Summit 2019 by going to their registration website located at:

GO TO REGISTRATION PAGE

Acumatica 2018 R2 Launch Day and Roadshow Event Series

Register Now for Acumatica 2018 R2 Launch Day and Roadshow Event Series

Join us for a free event as we launch the latest release of Acumatica. Hear how Acumatica 2018 R2 will increase your productivity and accelerate your growth with new enhancements.
Join us in your city to get a first look at all of the new, exciting features!

REGISTER NOW

Sage 100 Consultant Tip: Paperless Office Won’t Print

Sage 100 ERP consultant, we had a client who had a technical issue with Paperless Office hanging up. Do you know how to stop this from happening?

NOTE: Consult with your certified Sage 100 ERP consultant before making any changes to your Sage 100 ERP system.

Question: We are a Sage 100 user, we are using the Paperless Office and the printer hangs up forever.

Answer: Here’s what to do when Paperless Office hangs up…

1)  Check permissions on Sage PDF Converter:

Run, Regedit

Sage 100 ERP consultant paperless office

Click on: HKEY_CURRENT_CONFIG, Software, Sage PDF Converter, right click select permissions and set full rights to everyone. Apply and OK.

2)  In Sage 100, File Run PL_AdvancedOptions_UI

Sage 100 ERP consultant paperless office 2

3)  Uninstall Converter, then Install Converter.
4)  De-install Workstation Setup and then Re-Installed Workstation and run Update.
5)  Find Sage PDF Converter from printer properties, install Sage port if not there, on the security tab set full permissions to everyone. Apply and OK.

Sage 100 ERP consultant paperless office 3

6)  Back to Sage 100, File Run PL_AdvancedOptions_UI and test Sage PDF printer.

This should solve the problem in most cases, Paperless Office printing is done on a machine by machine basis so it is necessary to check these steps on each machine.

If you have questions please contact us at www.caserv.comemail or 760-618-1395. Please stay tuned for more helpful Sage 100 ERP tips!

Sage 100 ERP (MAS 90): How to Create a Receipt of Goods Entry

Question: We own Sage 100 ERP (formerly Sage MAS90), we just added the Purchase Order and Inventory Management Modules. After we issue a Purchase Order and the goods are received, how do we make the Receipt of Goods Entry?

Answer: First, you will need to go to Modules > Purchase Order>Main>Receipt of Goods Entry. You will select a new entry by clicking on the # sign next to the Receipt number. Then you should select or type in the PO number.

Sage 100 ERP Purchase Order Blog resized 600

Second, if you have received the invoice with the shipment it can be entered into the Invoice number box, if not and you received the invoice at a later date you can then us Receipt of Invoice task at a later date.

Third, select the lines tab, the system will ask if you want to receive the entire order:

Sage 100 ERP Purchase Order 2 resized 600

Select yes if you have received the entire order, select no if you have received a partial shipment and would like to leave the Purchase order open.

Sage 100 ERP Purchase Order 3 resized 600

Fourth, we selected yes in the example. Quantities can also be adjusted at this point. If you have Lot or Serial Number inventory items they will show as a yellow ! at the left of the item code and they must distributed using the Lot/Serial Distribution icon that is shaped like a grid.

Sage 100 ERP Purchase Order 4 resized 600

Fifth, once all distributions are made Accept and run the Daily Receipt Register and Update, this will adjust the Inventory quantities and be available for business use.

Sage 100 ERP Purchase Order 5 resized 600

 

Sage Intelligence Reporting

The best tool in the Sage ERP product line is Sage Intelligence Reporting.  This tool comes with a number of preconfigured reports for financial, sales, inventory and purchasing reporting.  This article will cover the sales, inventory and purchasing reporting tool.  Sage Intelligence works with Microsoft Excel to create Pivot Tables for the reporting.  Pivot Tables are a great tool for summarizing data.

Take the Sales Master report:  This report allows you to see the sales total for a customer and the total for each item purchased.  You can easily filter the report to see the total sales for any salesperson or combination of salespeople.  You can modify the report to total on the salesperson and then the customer.  You can drop the items and just see company totals.  You also can just see the top 100 customers or maybe the top 10.  If you want to add a field not on the report you can add a column in the report specs in the Report Manager.  If the field you want to add is not in one of the tables the report uses, you can modify the container with a simple SQL join statement and then all the fields in the new table can be added to your report.

This product is available to add to Sage ERP products.  it can be paid for as a one time fee plus maintenance or you can set it up as a subscription and pay for it monthly.  Sage Intelligence Reporting is a very powerful tool that takes advantage of the capabilities of Excel Pivot Tables and the simple SQL statements to create flexible meaningful reports.

Written By Michael Ericksen, WAC Solution Partners- Midwest

-Partner, Certified Consultant

Excel as a Reporting Tool- not a new idea… but a good one

Microsoft Excel is becoming one of the most popular reporting tools.  Sage 300 uses Microsoft Excel with it Intelligence Reporting module to create financial statements and pivot table for sales, purchasing and inventory reporting.

Using Excel for creating financial statements is very flexible.  Users can select many different types of reports.  Examples are rolling twelve months, or rolling four quarters, or quarterly except for the current quarter use monthly.  Since the reports are in Excel, you have the full capability of the spreadsheet to make any additional calculations.  You may want to show Gross Profit Percentage, or maybe marketing expense as a percent of total revenue.  Whatever numbers that are meaningful are available when using Excel for financial reporting.

Look to Simplify While Also Improving

I am working with a client that needs to upgrade their accounting system.  We have made many modifications to the system and now have to accommodate those changes into a new system.  Note, this doesn’t always work seamlessly…

A mistake that is commonly made is to attempt to enhance the new system to work exactly or as close to exactly the way the old system works. This can be very difficult to do, yet is commonly attempted. A better approach is to start with the objectives of the modification and look to see if there is a better and more simple way of accomplishing the same result.  The new answer may be even easier than the old way, therefor enhancing the client’s process on multiple levels.

My challenge lies on multiple levels of this process.  As the client’s partner, I need to seek out the “new way of doing things” and make sure it fits the objective.  That is not always the hard part. The hard part is showing the client why it can improve things and on what level the improvements will help.

In making changes, I always look for improvement and simplification.  Doing something the same way just because it has always been done that way often does not take advantage of the new and improved technology.  Challenge the assumptions and make sure they are still valid and not something done based on the limitations of the old system. In addition, show the client the value of making a change in their process in order to make them more efficient.

– Michael Ericksen

WAC Solution Partners- Midwest

Changing Accounting or ERP Systems

Now it’s my turn…

Changing Accounting or ERP Systems

Michael, installing the new system on his laptop for testing before it is installed on the server.

Michael, installing the new system on his laptop for testing before it is installed on the server.

I have been using the same ERP software for almost twenty years.  Now it’s my turn to face this process of changing software.  Being in the software industry does not make this any easier for me to change systems.  I will go through the same pain my clients go through during this kind of full system change over.  We all become comfortable with what we know.  No matter how difficult a product is, if you know how to use it, it is the easiest one for you.

One of the mistakes many companies make is to attempt to make the new software system work the same way the old system does.  Companies frequently adjust their systems and procedures to accommodate the old software, or old way of doing things.

A better way to address this is when you are looking to change software, also look at how you can change your internal procedures.  Try to take advantage of features the new software has that the old system doesn’t.  We will be reviewing some of the new features that are available to us in this change, in order to streamline some processes and be more efficient.

A good place to start is to think of the two or three features you wish your current system had.  You could also start with things you wish your new system could do.  Make this wish list into action items for implementation of the new system.

Changing systems is never easy, but rather than it just being a nuisance, try to find ways your company can become more efficient.  Find something that will be so large a benefit that it will outweigh the pain of change.  In the end, if done right, it will be worth all the hard work.

-Michael Ericksen