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  • How is cost calculated when processing Physical Counts?

    Zenon
    Zenon

    We are at the end of the year and many of you are preparing or already processing physical counts. If you are familiar with this process in Sage 500 you have already noticed that unit cost field is not available in any of the forms in this task. This is because the unit cost is calculated based on the item’s valuation method and a setting in Set Up IM Options form. So here is the logic:

    For all valuation methods…

    • 15 Dec 2020
  • 1099 for year 2020 reminders

    Zenon
    Zenon

    When will the 1099 update for tax year 2020 be available?

    1099 updates are independent of Sage 500 product updates. The official release date is by the end of the calendar year. However, we normally release the second or third week of December as we make a serious attempt to get it out as early as possible. The tax year 2020 will bring a new 1099 form, the 1099 NEC (Non-Employee Compensation). With it, will bring some…

    • 25 Nov 2020
  • Sage 500 and impact of deprecation of TLS 1.0 and 1.1

    Zenon
    Zenon

    Transport Layer Security (TLS) is an encryption protocol intended to keep data secure when being transferred over a network. Microsoft has been announcing  the deprecation of TLS 1.0 and 1.1 for the Office 365 service for more then two years and finally enforced it starting October 15, 2020. 

    The Office client can use TLS 1.2 if the web service of the local computer can use TLS 1.2. Here is how Microsoft is addressing this…

    • 21 Oct 2020
  • Drop Ship Returns

    Zenon
    Zenon

    How  do you handle returns when you're drop-shipping and the goods were sent directly to the customer from the supplier?

    Drop-ship returns are processed as customer returns. In Set Up SO Options, you can also select if drop-ship items can be returned through the Customer Returns process.

    Select this check box to allow customers to return drop ship items that are linked to sales orders. Clear this check box if you do…

    • 24 Sep 2020
  • How to add a default value to an Existing Control using Customizer

    Zenon
    Zenon

    If you need to add a default value to an existing control you can use Sage 500 Customizer. In this example using Customizer  script the default credit limit in Maintain Vendors form is loaded by tabbing to the control containing the default value.

    1. Launch AP/Maintenance/Maintain Vendors
    2. Click on the ‘Customizer’ (Alt + F3) to open the ‘Customization’ screen
    3. Click on the ‘Credit Limit’ text field…
    • 19 Aug 2020
  • Using Data Import Manager with SQL source connection

    Zenon
    Zenon

    Remember that you can use Data Import Manager to import data from any SQL Server data source. In this example I am using an SQL view (vdvBudgetAnalysis_COA) to import budgets from company COA to company SOA. Make sure that in your case it’s possible to map GL accounts between two companies either by column mapping, concatenation, partial column map, etc.

    First I will create a view for the budget that already exist…

    • 29 Jul 2020
  • So how do I update Bill of Material?

    Zenon
    Zenon

    There are two tasks used to regenerate and replace bill of material items for the selected routings. These tasks are located on the Activities > Bill of Material menu.

    BOM Regeneration

    Use BOM Regeneration to regenerate the bill of material standard cost for the selected routings. Use this task when a large number of routings and versions are updated, material standard costs have changed, or work center labor and…

    • 29 Jun 2020
  • Bill of Material

    Zenon
    Zenon

    What is Bill of Material?

    The bill of material summarizes the relationships between the different items used in the manufacturing of the finished good defined in the routing. It contains the cost rollup information, including the materials, outside processing, and fixed and variable manufacturing cost. The bill consists of a parent item and component items that make up the parent.  If the Standard Routing check box is selected…

    • 8 Jun 2020
  • Finding Answers Fast: Resources for Sage 500 ERP

    Zenon
    Zenon

    Sage has many resources to help you get the most value out of your Sage 500 ERP solution. Sometimes, however, having multiple options can be a little overwhelming. Now you can get quick access to all assets by remembering a single URL:

    www.SageCity.com/Resources

    Not sure which resource is the best one to utilize in which situation? Check out this chart to help you determine which asset to use when:

    Get assistance by…

    • 6 May 2020
  • How to get user access report using SQL query

    Zenon
    Zenon

    This script a quick way to check user’s permissions to Sage 500 tasks and security events. It is based on the explicit permissions to the tasks and security events stored in tables tsmSecurEventPerm and tsmTaskPerm. If the records do not exist in either table the task or security events will not be listed in the results set meaning that the user has no access to the task or security event in a particular company. The…

    • 31 Mar 2020
  • Recalculate fiscal and inventory calendar period balances

    Zenon
    Zenon

    Sage 500 inventory history is tracked in multiple tables and by inventory calendar and fiscal calendar. If you are running into a situation where current quantities on hand and value are different when Inventory Valuation Report is run by different start dates but the same end date then the most likely issue is that inventory history tables are out of synch the inventory transaction detail tables. In order to set them…

    • 11 Mar 2020
  • DataPorter and Metadata

    Zenon
    Zenon

    DataPorter is based on moving data between spreadsheets and forms. It prepares a spreadsheet to receive data. Data is either copied or entered in the spreadsheet. It then takes the rows on the spreadsheet and imports them back to the form. DataPorter is invoked by pressing the “Alt-F7” key combination. This will launch Excel and create an Office Toolbar.

    Sage 500 Metadata is stored in tdpControl table. The…

    • 31 Jan 2020
  • Processing 1099 for tax year 2019 in Sage 500 ERP

    Zenon
    Zenon

    Tax season preparation is here again. To process 1099 forms for the tax year 2019 in Sage 500 ERP please keep in mind the following:

    Sage 500 version 2019

    If you are on Sage 500 version 2019 you will not need to install any update in order to process 1099 data for tax year 2019. Your Sage 500 version 2019 is ready to process 1099 data for tax year 2019.

    Sage 500 version 2018

    If you are on Sage 500 version 2018 and you…

    • 30 Dec 2019
  • MRP Generation enhancement for items using Manual reorder method

    Zenon
    Zenon

    Starting with the October 2019 product update for Sage 500 version 2019 we have made a change to MRP processing user interface. As shown in the screenshots in the Material Requirements Planning Generation form’s Options tab we have replaced in the Selection Options frame one existing checkbox with two checkboxes.

    Before October 2019 product update:

    Starting with the October 2019 product update:

    MRP uses the inventory…

    • 26 Nov 2019
  • Business Insights Dashboard checklist

    Zenon
    Zenon

    Business Insights Dashboard allows executives to view company financial information from a web browser.

    This article is a summary of the settings that need to be in place in order for the Business Insights Dashboard(BID) to work correctly. It may also be useful when troubleshooting a new install of BID. Consult the Internet Applications.pdf located at any machine that has Sage 500 application installed, under C:\Program…

    • 31 Oct 2019
  • How to add a Business Insights Explorer option to the Preview Navigation bar

    Zenon
    Zenon

    You can use Maintain Business Insights Views / Context Menus to  add a Business Insights Explorer option to the Preview Navigation bar. In the following example a Pick List preview is added to an existing BIE Customers task. You can create your own BIE task after creating a new SQL view and add that new task as a preview to an existing BIE task (where it makes sense).

    1. Expand System Manager/Maintenance/Maintain Business…
    • 27 Sep 2019
  • When to use Manual Credit Card Transactions

    Zenon
    Zenon

    Manual Credit Card Transaction can be used when a credit card transaction has been entered or updated outside of SAGE 500 ERP and the state needs to be brought into synch in SAGE 500 ERP. For example customers are performing transactions outside of SAGE 500 ERP, usually through a virtual terminal, and expecting a way to integrate these transactions back into SAGE 500 ERP.

    In Sage 500 support we also receive the calls…

    • 29 Aug 2019
  • Minor Entity Inactivation Enhancement

    Zenon
    Zenon

    Sage 500 version 2019 has just been released with several new enhancements and here is more detail on minor entity inactivation enhancement.

    In a nutshell this enhancement gives you an ability to make Buyers and Reason Codes inactive by adding an active flag throughout the system.


    This flag allows the controls in various Sage 500 tasks to filter out those values that are no longer useful for data entry.  Buyers or reference…

    • 26 Jul 2019
  • How to set a default check box using Sage 500 Customizer module

    Zenon
    Zenon

    If you need to set or change the default value of a check box, you can write a VBScript within Customizer's script editor to select or clear a check box. The construct of the script is the same for all check box default customizations: Form.Controls("[control name of checkbox]").Value = ('0' or '1') [control name of checkbox]: click on the appropriate check box in the form, and note the control name in the Customizer…

    • 11 Jun 2019
  • Inventory Valuation report for a specific date range based on transaction or posting dates

    Zenon
    Zenon

    Inventory Valuation report allows you to determine inventory value according to a specific date range based on transaction or posting dates. To generate the Past Period Inventory Valuation Report, the user will have to define the date of valuation and base the valuation on either the Transaction Date or Post Date.

    Case 'Transaction Date'

    We are looking at the QtyOnHand and Value in timInvtCalPerHist for the end…

    • 11 Jun 2019
  • Inventory Valuation report for Sage 500 ERP

    Zenon
    Zenon

    Inventory Valuation report provides the value of inventory for some or all the inventory items in a warehouse for the prior periods. If you are troubleshooting Inventory Valuation report and need to dig into the tables and data that this report is using here is some helpful information on where the report data is coming from.

    If you leave the report in the preview screen all the displayed data is still stored in the work…

    • 3 May 2019
  • Print at a later time

    trbaron
    trbaron

    If you have  wanted to setup any report in Sage 500 to be printed at a later time, you can use the Deferred Printing option that is available from report tasks. Here is how this works.

    Lets say for example you want to setup a couple different reports to run later in the afternoon. The first report is the Aged Payable reports. In this example, we will setup the selection criteria to show us a list vendors that start with the…

    • 25 Apr 2019
  • How to add Data Import Manager job as a task

    Zenon
    Zenon

    In Sage 500 you can add the Data Import Manager job as a task on the user's menu by giving them the ability to run the tasks without granting them access to the Data Import
    Manager module itself.

    • Launch MAS 500 and go to System Manger>Tools>Task Editor.
    • Select 'Add New Task' at the bottom of the Task List window.
    • In the Task Editor Window select .NET Standard for the Launch Type and Data Import Manager…
    • 19 Apr 2019
  • How to setup Sage 500 to automatically start when your computer boots

    trbaron
    trbaron

    It may be convenient to setup Sage 500 to auto start every time your computer boots, especially if you are using Sage 500 with Windows Authentication.

    1. From your Windows OS, click on Start, All Programs and locate the Sage 500 application. Right click on it and select Copy
    2. From your Windows OS, click on Start, All Programs and locate the Startup folder from the list.  On the Startup folder, right click and select Ope…
    • 18 Apr 2019
  • Creating Planned, Firmed, and Actual orders in MRP

    Zenon
    Zenon

    After the Generate Planned Orders has been run, the system will show all the suggested orders to create. The suggested orders is based on the MRP factors that have been selected on the Planned Orders tab. At this time, the work orders and purchase orders will not show up in Work Order Maintenance or Enter Purchase Orders.

    If you agree with the suggested orders, you can update all of the suggested orders as Firmed as follows…

    • 9 Apr 2019
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