• Cash Management and Bank Reconciliation Hints and Tips

    • The ‘Book Balance’ is the balance in Cash Management Module. It is not the General Ledger balance in General Ledger.
    • The Bank Balance (Book Balance) calculated in Reconcile Bank Accounts is the sum of any beginning balance entry made in Cash…
  • About bins in Sage 500

    Bins are built into Sage 500 activities to manage stock movement and inventory transactions.

    • Specify volume, weight, and count cycle for bins.
    • Define preferred bins for specific items.
    • Use fixed bins for items that may be stocked in various bin locations…
  • Sage 500 ERP: Announcing Sage 500 ERP Product Updates

    We are pleased to announce the release of Sage 500 ERP 2018 Product Update 9 (2018.9), Sage 500 ERP 2019 Product Update 6 (2019.6), and Sage 500 ERP 2021 Product Update 2 (2021.2). 

    What's New

    These releases deliver resolution to issues reported, which…

  • Sage 500 ERP: Phone and chat temporarily closed on October 6, 2021 for company-wide meeting

    Please note, the Sage support phone and chat resources will be temporarily closed on Wednesday October 6th from approximately 3:45 pm to 5:00 pm ET for a company-wide meeting. But help is still available! If you need assistance during that time, please…

  • Set Up IM Options

    Set Up IM Options sets defaults that are used throughout Inventory Management and other modules, and activates / deactivates features and processing options available on the system. These options are designed to allow the users to tailor the Sage 500 ERP…

  • Negative On Hand Quantity

    Allow negative quantity on hand option determines if the system allows the user to ship, issue, transfer or consume more than the quantity they have on hand. Theoretically, a stocked inventory item should never have a negative balance, but negative on…

  • Sage 500 ERP: New legislation regarding sales to Canadian customers

    Canada has recently implemented new sales tax legislation that may impact certain Sage Customers. Effective July 1, 2021, any non-Canadian company that sells $30,000 CAD, or more in products or services within a 12-month period to Canadian customers …

  • Available Inventory Quantities in Sage 500 ERP

    Sage 500 ERP product has summarized quantities in various screens to assist the user in making business decisions relating to inventory availability.  You probably noticed that often in various Sage 500 forms/windows (usually accessed thru one of IM context…

  • Sage 500 ERP: Announcing Sage 500 ERP Product Updates

    We are pleased to announce the release of Sage 500 ERP 2018 Product Update 8 (2018.8), Sage 500 ERP 2019 Product Update 5 (2019.5), and Sage 500 ERP 2021 Product Update 1 (2021.1). 

    What's New

    These releases deliver resolution to issues reported, which…

  • Longer than expected wait times on June 23rd

    On June 23, all colleagues globally will participate in a celebration honoring Sage’s 40th birthday. There will be two 90 minute sessions offered for our support analysts to participate in.  Although offices and support will be open, you may experience…

  • Light vs. Advanced Manufacturing

    Light Manufacturing provides an easy-to-use Production Entry screen where finished goods are reported after the fact. This single point of entry eliminates dozens of potential labor and production transactions by automatically issuing material quantities…

  • Bill of Material Glossary

    The manufacturing software industry has many industry-specific terms. We've compiled a short list of key manufacturing terms used with Bill of Materials in Manufacturing module. Here it is:

    Backflush The deduction from inventory records of…

  • Sage 500 ERP: Announcing Sage 500 ERP 2021.0 Product Release

    We are pleased to announce the Sage 500 ERP 2021.0 product release. Starting March 23, 2021 is the time to update your Sage 500 product and receive the benefit of this release.

    What's New:

    Global Enhancements

    • Ability to Inactivate Certain Record…
  • Purchases Clearing Report

    Purchases Clearing Report can be used to simplify month-end reconciliation of the purchases clearing account balance with open amounts on purchase order. The purchases clearing account is a liability holding account that contains inventory received in…

  • Cost Tier Adjustment

    Adjustments to inventory value are made using Process Cost Tier Adjustments task. Here are some important  things to know about cost adjustments :

    • Inventory Quantity cannot be adjusted through Cost Tier Adjustments. Quantities in the cost tiers are not…
  • Sage 500 ERP: Announcing Sage 500 ERP Product Updates

    What's New

    We are pleased to announce Sage 500 ERP 2018 Product Update 7 (2018.7) and Sage 500 ERP 2019 Product Update 4 (2019.4). 

    This release includes:

    • Support of 1099 tax year 2020 program changes, including 1099-MISC updates
    • New 1099-NEC form
  • How is cost calculated when processing Physical Counts?

    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…

  • Sage 500 and impact of deprecation of TLS 1.0 and 1.1

    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…

  • Drop Ship Returns

    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…

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

    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…
  • So how do I update Bill of Material?

    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…

  • Bill of Material

    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…

  • Finding Answers Fast: Resources for Sage 500 ERP

    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…

  • How to get user access report using SQL query

    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…

  • Always Supported- COVID-19 readiness

    As your way of working may have changed with the possible impacts of COVID-19 (Coronavirus) on your business, we want to let you know we're here to help offer support and guidance wherever we can.

    What we're doing

    While most of the Sage team has…