Sage 100 2017

April 12, 2017|Jenny Searl

Sage 100 2017 Product Update 1 was released February 23. Now is the time to schedule your installation. If you have third-party add-ons/enhancements, we will need to confirm that those are available in Version 2017 before proceeding with the upgrade. Contact the Sage 100 Help Desk at 920-996-1202 to schedule your upgrade!

What’s new in Sage 100 2017

Global enhancements

Enhanced auto-complete

When using the auto-complete feature, your search criteria is compared with all words within the searched fields. Previously, the feature considered only the beginning of the text in the searched fields. In addition, the number of fields included in the search has been expanded.

Build Search Index utility

To activate the enhanced auto-complete feature, run the Build Search Index utility on the Library Master Utilities menu. If you do not run the utility, auto-complete will work as it did before this update. Run the utility after creating new customer, vendor and item records so that the records are indexed and appear in the auto-complete results.

Full Text Search option in Lookup windows

A Full Text option has been added to the Search list in Lookup windows. When you select Full Text, your search criteria is compared with the data in all columns available in the Lookup window. Note that your search criteria must match the beginning of a word.

Search for empty fields in Lookup windows

You can now search for fields that do not contain any value in Lookup windows.

Maintain commodity codes for miscellaneous and inventory items

You can now maintain a list of commodity codes and associate them with miscellaneous and inventory items. Commodity codes are included with the data sent when processing Level 3 credit card transactions in the Sales Order module.

Prior and Next buttons for Calendar window

Prior and Next buttons have been added to the Calendar window.

Resizable Memo Maintenance window

You can now resize the Memo Maintenance window by dragging the lower-right corner of the window.

Ability to suppress "Remove Forms" message

A module option in Role Maintenance allows you to suppress the message that reminds you to replace forms with paper after printing.

Larger font for selected reports

The font size used for selected reports has been increased to improve readability. These reports previously used a 6-point font. The new font is horizontally equivalent to the previous font, but it is 30 to 40% taller.

Cancel Button available when printing reports

You can now cancel report printing by clicking the Cancel button on the message window that appears while the report is processing.

Accounts Receivable

Ability to accept ACH payments

You can now enter ACH payments in the following tasks:

  • A/R Invoice Data Entry
  • Cash Receipts Entry
  • Repetitive Invoice Entry

To enable this feature, you must have a Sage Payment Solutions account that is set up for ACH payments.

ACH payment processing

 ACH payments are submitted to Sage Payment Solutions as part of the Cash Receipts Journal and A/R Sales Journal update process. They cannot be processed individually.

Maintenance tasks

 The following changes were made in maintenance tasks:

  • In Payment Type Maintenance, you can now select ACH Payment as the payment method.
  • On the Customer Maintenance Additional tab, the Payment ID field has replaced the Card ID field. ACH payment-related fields have been added.
  • On the Customer Maintenance Invoices and Transactions tabs, ACH payments now appear in the secondary grid.
  • The Customer Credit Card Maintenance window has been renamed Customer Credit Card and ACH Payment Maintenance. ACH payment-related fields have been added to the window.
  • In Invoice History Inquiry, an ACH account field displays the last four digits of the ACH payment bank account for invoices with ACH payments. A Payment Information button has replaced the Credit Card Information button. The button opens the new Payment Information window to view additional details about the payment.

Reports and listings

  • The option to print customers’ ACH payment information has been added to the Customer Listing task window. The last four digits of the bank account appear on the listing. On the Deposit Transaction Report, the last four digits of the bank account appear for ACH payments in the renamed Credit Card/ACH/Reference/Check Number column.
  • The Credit Card Settlement Report has been renamed Credit Card and ACH Settlement Report. ACH payments are included on the report.

Changing transaction information

 A new security event, Allow to Override ACH Payment Transactions, has been added. This security event enables the Fix button on the Payments tab in A/R Invoice Data Entry and Cash Receipts Entry, which lets users update ACH payment transaction information.

Bank Reconciliation

Option to keep Bank Reconciliation Report window open

The Keep Window Open After check boxes have been added to the Bank Reconciliation Report task window.

Improved export to Excel for reports

When exporting Bank Reconciliation reports to Microsoft Excel, the resulting Excel file is easier to view and manipulate.

  • The minimum font size is 8 points.
  • Empty columns and rows are minimized.

Customer Relationship Management

Sage CRM 7.3 SP3 is now included with Sage 100.

General Ledger

Improved export to Excel for financial reports

When exporting financial reports to Microsoft Excel, the resulting Excel file is easier to view and manipulate.

  • The minimum font size is 8 points.
  • Empty columns and rows are minimized.

Library Master

Search added to Role Maintenance

After selecting a role in Role Maintenance, you can click the Search button and enter search criteria. A list of matching tasks, security events and module options appears, and you can select one to go to its location on the applicable tab.

Company Maintenance changes for ACH payments

The following changes were made to support the ACH payment processing feature:

  • The Credit Card tab has been replaced with the Payment tab.
  • The Enable Credit Card Processing check box has been replaced with the Enable Payments field. You can select whether to accept credit cards, ACH payments, both payment types or neither option.

Sales Order

Ability to accept ACH payments

You can now enter ACH payments in the following tasks:

  • Sales Order Entry
  • S/O Invoice Data Entry

To enable this feature, you must have a Sage Payment Solutions account that is set up for ACH payments.

ACH payment processing

ACH payments are submitted to Sage Payment Solutions as part of the Sales Journal update process. They cannot be processed individually.


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