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New ACH Cash Receipts in Sage 100

Included in the Sage 100 2017 release late last year, Sage improved payment flexibility by allowing you to offer your customers the option to pay invoices through ACH transactions. Not only does this...

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Sending Email via Office 365 in Sage 500 ERP

With more companies migrating their on-premises email systems to Office 365, many clients are interested in sending emails via Office 365 in their Sage 500. With Office 365, Microsoft made the process...

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Introducing Sage CRM 2017 (R1)

Sage recently introduced Sage CRM 2017 Release 1 (R1.). This latest version of the Sage CRM product features an enhanced calendar, new quick find search capabilities, an overhaul of the notification...

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Update on Sage 100 Payroll 2.0

You might have heard that Sage has been working on revamping the payroll module which will be called Sage 100 Payroll 2.0.  From the information that has been released thus far, it seems to represent...

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Consuming X3 REST Web Services in U9

In Sage X3 Version 7 and later, REST services are available to access various entities. These REST services return data in a JSON format, and can be consumed from .net. This post provide some .net...

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Protect your Sage investment from Ransomware

Be Proactive Not Reactive With Yout Cyber Security Within the past 60 days, two of our Sage customers have been victims of Ransomware. In both cases, the Ransomware directly ‘attacked’ the Sage...

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3 Reasons to Learn More about CPM Software

This is a repost of a blog from our business partner Arxis http://success.arxistechnology.com/blog/adaptive-insights-news-3-reasons-your-finance-team-is-thankful-for-cpm-software-this-season Cloud CPM...

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How to Merge Business Partners in Sage X3

Merging Business Partners in X3 (Customer, Suppliers, Sales Reps) There may be occasions where two similar Business Partner accounts are created when only one may have been required. This results in...

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Use Auditing in Sage X3

01 Many times you may want to know when and who changed, deleted or added a record to a table.   This is possible using the Auditing feature in X3. You can turn Auditing on for select tables and fields...

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Sage Summit 2017 FAQ

Sage Summit 2017 Atlanta is just around the corner and there has been a lot of questions so we put together an FAQ to address these questions. How many days is Summit this year? Sage Summit is May 10...

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How to Delete your Folders From X3 and SEI

We often get the question from clients how do we delete folders that are no longer needed from our Sage X3 and Sage Enterprise Intelligence (SEI)? This blogs walks through the steps to remove your...

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An Epidemic of Short-Term Thinking

For most of the time since the late-1980s, the market capitalization for Toyota roughly equaled, or exceeded, the sum of the “Big Three” in Detroit. Although wishful thinkers today attribute much of...

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Introducing Sage X3 Version 11

Review of the Best New Features Sage X3 Version 11 has been released and it’s packed with some great new functionality including a new project management module, production scheduler in manufacturing,...

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Sage Intelligence or Sage Enterprise Intelligence?

Five Common Questions about SI and SEI I recently sat down with Scott Watts, our Sage Business Intelligence and Reporting guru to address five common questions about Sage Intelligence and Sage...

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Sage 100 Collecting & Tracking Vendor W9s

If you are required to generate 1099’s at year end, it is good practice to collect a W9 from each Vendor.   Here are a few tips for collecting and tracking information throughout the year to keep up to...

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Sage X3 Automatic Downloads in Chrome

Recently, I had a customer that had to physically click the Download button when previewing a report to generate the preview. This resulted in extra clicks and was annoying to the user. With some...

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5 Steps to a Demand-Driven Supply Chain

There are five basic—and essential—steps to moving from wherever your supply chain stands today to becoming truly demand-driven. They may be summarized as follows: 1. Strategic Inventory Positioning...

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What’s New With Sage 100?

Here are some recent developments, product updates, and other important news about Sage 100 including: Sage 100 Payroll Deadline Approaching Soon Sage Intelligence Report Designer Now Included with...

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Your Supply Chain Isn’t a Chain at All

Supply Chain in Flux We like the term “supply chain.” And, it probably isn’t going away anytime soon. The term is convenient, even though “chains” have evolved into “networks,” and, more recently,...

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Why Sage CRM is For More Than Just Sales

It’s easy to think of CRM software, as a tool that only the salespeople use.  But great customer relationships (the “CR” in “CRM”) are built on much more than sales.  Let’s take a look at some of the...

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