Unable To Activate or Install Sage 50

Authorized Resource Center

Sage 50 Pervasive SQL Will Not Activate

Sage 50 will not activate – Unable to install or activate Sage 50—U.S. Edition versions 2019 and older – Sage 50 Data Base Engine Updates To Zen Actian SQL may require an upgrade. If you have already purchased the latest version but do not have your serial number, we can help. Perpetual licenses are available until mid-January of 2023. Reach out for support promotional pricing 800-475-1047.

In-product messaging for Sage 50 may be:

  • “Your activation key for Sage 50 has expired”
  • “Cannot view your company data”
  • “Subscription has expired or could not be authenticated”

Sage 50 will not activate Sage 50 Data Base Engine Updates To Zen Actian SQL error

 

Error Sage 50 Pervasive SQL Will Not Activate

Sage 50 V. 2023 has been released with important enhancements:

Window 11 Compatibility: We’ve updated the Sage 50 database to Actian Zen v15.1 to keep your business supported and running smoothly.

Whether you plan to install on a new system or update your current one, Sage 50 Accounting—U.S. Edition 2023.0 is up to date. Security is a top priority to keep your data safe and reduce downtime.

Looking only to e-file? You can now add e-filing to your plan so you can access Aatrix within Sage 50 and efile 1099/1096 tax forms without having to navigate outside
the product itself. 1

1099 Forms: Sage is committed to keeping up with regulations to deliver the right solutions at the right time. All customers with an active plan can now access 1099/1096 tax forms via Aatrix to remain compliant with the newest updates.

 

Sage 50 2023 Notification:

 

After installing Sage 50 2023 the following versions do not work properly Sage 50 version 2021 and Sage 50 2022.

For Sage 50 version 2022 the open company windows stays open and the navigation displays do not appear at a minimum.

 

If Sage 50 2023 is installed on the same computer with version 2019 and 2020 – Then when attempting to run 2019 and 2020 the application will not open at all.

 

Please note if you are attempting to run Sage 50 2019, Sage 50 2020, Sage 50 2021, Sage 50 2022 on the same computer they will need to be freshly installed in the year order. Sage 50 2023 will not run on the same box as other Sage 50 installations and will need to be installed on a new or separate hard drive.

 

Versions of Sage 50 2019 and lower use the Pervasive PSQL data base engine

 

Running incompatible versions of Sage 50 on the same computer:

 

2019 will not install with, 2021, 2022 and 2023.

 

2023 does not install very well with 2022 as it will cause some problems in 2022, such as, the Navigator not working.

 

Sage 50 version 2013, Sage 50 2014, Sage 50 2015, Sage 50 2016, Sage 50 2017, Sage 50 2018, 2019 and Sage 50 2020 can be installed on the same PC and should run without issues.

 

Sage 50 V.2013-2019 – Important details about these Sage 50 Versions and Sage 50 errors you may receive!

Why do we get the message Sage 50 will not activate?

Due to a third-party database component that is no longer supported, you will be unable to reinstall or reactivate Sage 50 US versions 2013 through 2019. For example, should you upgrade hardware and then attempt to reinstall Sage 50 US versions 2013 through 2019, the reinstallation will be unsuccessful. Your Version can be found under Help > About Sage 50 Accounting in this window        >         >          >                                                    

 

To avoid disruption to your business, we strongly recommend you upgrade to the latest supported version of Sage 50 US. For more information, give us a call 800-475-1047:

 

Summary

Note: You may have received an in-product message (IPM) regarding this. If you are on a currently supported Sage 50 US version, you may safely close and ignore the message, as this issue only affects releases 2019 and earlier. If you are unsure of what version you have, go to help and then about and send us a screen print.

Due to a third-party database component that is no longer supported, Sage 50 US users will be unable to install and activate Sage 50 US versions 2013 through 2019.  For example, if you have been using one of these older versions and you up grade your hardware, attempts to reinstall, or reactivate Sage 50 US versions 2013 through 2019 will be unsuccessful.

Attempting to activate will result in the error: “There was a problem activating…”

Other errors that may occur include:

  • “Your activation key for Sage 50 has expired”
  • “Cannot view your company data”
  • “Subscription has expired or could not be authenticated”

Some examples of changes likely to cause reinstallation or reactivation include:

  • New laptop/computer for an employee or student
  • Upgrading your Operating System (e.g., moving from Windows 7 to Windows 10)
  • Updating hardware on a computer (e.g., upgrading memory, HD, network cards, BIOS, etc.)

This situation also applies to colleges and schools participating in our Education Alliance Program. Links to unsupported versions of Sage 50 have been removed from our EAP website to ensure schools are using only versions of the software that are tested and officially supported.

 

Resolution

To avoid disruption to your business or education program, we strongly recommend you upgrade to the latest supported version of Sage 50, and we can help you download this after purchase.

 

Sage 50 Resource Center Pricing and Support

Upgrade Peachtree or Sage 50 perpetual to 2023 perpetual or subscription. Give us a call now for promotional offers – 800-475-1047 – expires 01.15.2023

 

Sage 50 2022 – Important details about Sage 50 Versions and Sage 50 pervasive errors!

Sage 50 pervasive database engine errors and important details about Sage 50 and errors you may receive Sage 50 pervasive errors may require an upgrade and the main question is how do I fix Sage 50 pervasive errors or find a resolution for problems activating activation keys for Sage 50 pervasive

 

Sage 50 Pervasive Error – What is a pervasive error?

This is the notice Sage provided to Sage 50 U.S. Customers,

Cause: Due to a recent update with the Pervasive Database engine this notification

is being sent to Sage 50 customers on Sage 50 version 2013 through Sage 50 version 2019.

 

Summary of issue being addressed: Pervasive is no longer providing keys to activate older versions of their product. This impacts Sage 50 US 2013 thru 2019. Customers can use the product so long as they do not update their hardware, operating system (to major version), or add new installs. Sage 50 US 2019 and older are unsupported versions and we will not be releasing an update for these products.

 

Don’t be caught with downtime: Sage 50 pervasive errors may require an upgrade

Keep in mind when processing a Sage 50 upgrade order, installation services and Sage 50 company data conversions could take up to 3 days beginning to end!

 

What versions of Sage 50 no longer have pervasive activation keys available?

These versions of Sage 50 are affected by the Pervasive database engine change:
  • 2013 version of Sage 50
  • 2014 version of Sage 50
  • 2015 version of Sage 50
  • 2016 version of Sage 50
  • 2017 version of Sage 50
  • 2018 version of Sage 50
  • 2019 version of Sage 50

 

Notification:

Due to a third-party database component that is no longer supported, you will be unable to reinstall or reactivate Sage 50 US versions 2013 through 2019. For example, should you upgrade hardware and then attempt to reinstall Sage 50 US versions 2013 through 2019, the re-installation will be unsuccessful. Your Version can be found under Help > About Sage 50 Accounting in this window > > >

To avoid disruption to your business, we strongly recommend you upgrade to the latest supported version of Sage 50 US. For more information, give us a call 800-475-1047:

 

How do I fix Sage 50 pervasive errors?

Summary:

Note: You may have received an in-product message (IPM) regarding this. If you are on a currently supported Sage 50 US version, you may safely close and ignore the message, as this issue only affects releases 2019 and earlier. If you are unsure of what version you have, go to help and then about and send us a screen print.
Due to a third-party database component that is no longer supported, Sage 50 US users will be unable to install and activate Sage 50 US versions 2013 through 2019.  For example, if you have been using one of these older versions and you up grade your hardware, attempts to reinstall, or reactivate Sage 50 US versions 2013 through 2019 will be unsuccessful.
Attempting to activate will result in the error: “There was a problem activating…”

Other errors that may occur include:

  • Your activation key for Sage 50 has expired
  • Cannot view your company data
  • Subscription has expired or could not be authenticated

 

Often, we get asked Why is my Sage 50 not activating?

Some examples of changes likely to cause re-installation or reactivation include:

  • New laptop/computer for an employee or student
  • Upgrading your Operating System (e.g., moving from Windows 7 to Windows 10)
  • Updating hardware on a computer (e.g., upgrading memory, HD, network cards, BIOS, etc.)

This situation also applies to colleges and schools participating in our Education Alliance Program. Links to unsupported versions of Sage 50 have been removed from our EAP website to ensure schools are using only versions of the software that are tested and officially supported.

 

Causes of Sage 50 Actian Zen Pervasive data error

  • Actian PSQL is not running on the host computer
  • Restart Actian PSQL did not start after restarting the computer
  • Actian PSQL did not restart after installing program update
  • Hung Actian PSQL is hung up
  • Actian is disabled
  • Upgraded operating system
  • Workstation crash which stopped Actian on server
  • Windows 10 performed updates

 

Resolution for Sage 50 Actian Zen pervasive errors

  • Why is my Sage 50 not opening?
  • What is pervasive error?
  • How do I uninstall and reinstall pervasive?

 

To avoid disruption to your business or education program, we strongly recommend you upgrade to the latest supported version of Sage 50, and we can help you download this after purchase
To purchase the latest version of Sage 50—U.S. Edition, please contact Sales at 800-475-1047. If you have already purchased the latest version but do not have your serial number, we can help.
Help for Errors like: “Sage 50 cannot be started” when Actian / Pervasive is not running or needs to be restarted errors
Accounting Business Solutions by JCS is offering this Special Promotion valid through June 30th, 2022.

Reach out now for Sage 50 support details 1-800-475-1047

for Sage Support visit and for Sage 50 Training Classes visit

 

Other topics for Sage 50 services include.

Upgrade QuickBooks Desktop To QuickBooks Online

Intuit Resource Center for Promotions

Ready To Upgrade QuickBooks Desktop To QuickBooks Online?

Upgrade QuickBooks desktop to QuickBooks Online – Thinking about upgrading from QuickBooks Desktop to QuickBooks Online or already started? Now that you have made the decision to switch from QuickBooks Desktop to QuickBooks Online are you looking to understand what is involved and what converts? Increase your odds of a successful conversion from QuickBooks Pro, Premier or Enterprise Desktop to QuickBooks Online.

 

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Steps to upgrade: best practice guidance on converting to QuickBooks Online includes:

  • Business Review – Compare desktop to QBO features
  • Discovery call – Migration strategy
  • 3rd party applications – Preparation
  • Training – QuickBooks Online
  • Test Conversion
  • System Testing
  • Final Conversion

 

What stops a QuickBooks Desktop upgrade to QuickBooks Online from starting?

Companies that meet either or both of the following criteria cannot be migrated at the current time. Outside of these two issues, any company should be able to be migrated.

  • Multicurrency—If your company uses the multicurrency function, it cannot be migrated to QuickBooks Online.
  • Files with more than 350,000 transaction line items—Extremely large databases cannot be migrated.

If your company installation relies on multi-currency or if your business transaction volume creates a large QuickBooks database, the conversion is not supported.

 

Steps needed to upgrade QuickBooks desktop to QuickBooks Online

  • Create a QuickBooks online account
  • Upgrade the latest desktop version – promotional offers 800-475-1047
  • Intuit Solution Providers can help map out the process
  • Complete a test conversion
  • Schedule your final conversion

 

Important

If you perform a test conversion and later if you migrate a desktop company second time to an existing QuickBooks Online company, all information in the QuickBooks company you are migrating to will be overwritten. QuickBooks Online does not have a backup and restore option. Once the process is started, it cannot be cancelled, and your existing QuickBooks Online company will be inaccessible until the conversion completes.

 

What does not convert from QuickBooks Desktop to QuickBooks Online?

The following QuickBooks Desktop Data will not convert to QuickBooks Online during an upgrade.
Most of your QuickBooks Desktop data will convert to QuickBooks Online company. However, please note there are some items in QuickBooks Desktop that does not convert to QuickBooks Online. The following list of parameters will need to be setup by logging in as an administrative user in QuickBooks Online.

  • Direct deposit and e-filing information for payroll
  • Online banking connections
  • Users and permissions settings
  • Saved reports
  • Customized sales forms
  • Reconcile reports

 

QuickBooks Desktop to Online implementation process:

1: Review and clean up your QuickBooks Desktop data list
2: Delete or close any unwanted transactions
3: Verify the accounting balances in GL, AR, AP, Items, Employees and Banks

 

Implementing QuickBooks Online:

Kick off and Implantation Planning
Installation & Setup
Bring over cleaned lists
System Balances
Define Forms and Reports
3rd party add on’s
Cutover

 

QuickBooks from desktop to the cloud summary

Any QuickBooks Desktop company allows you to export company data into a new QuickBooks Online Company file. The QuickBooks desktop installation will not be affected when you lift your data into the cloud with QuickBooks Online. You can always go back and use the desktop version if your migration does not complete or if you just want to look up historical information.

 

Important:

QuickBooks Desktop Pro, Premium and QuickBooks Enterprise are very different from QuickBooks Online. As an Intuit Solution Provider, we are here to help you understand the pros and cons of upgrading QuickBooks Desktop to QuickBooks Online.

These are the comments from customers when considering moving from QuickBooks Desktop to QuickBooks Online.

  • We are having problems converting QuickBooks desktop to online
  • Export to QuickBooks Online not working
  • What data does not convert from QuickBooks desktop to QuickBooks Online
  • Can you help Convert QuickBooks Online to desktop
  • Why Convert QuickBooks desktop to online
  • Is it easy to learn how to transfer data to QuickBooks online
  • Should I switch from QuickBooks desktop to online

 

Sage 100 support and Accounting Software Sales

 

Services for QuickBooks Include:

Upgrade Sage DacEasy to Sage 50 Sage 100

Guide to Upgrade Sage DacEasy to Sage 50

 

Steps when converting Sage DacEasy to Sage 50

If you are ready to upgrade Sage DacEasy to Sage 50 and are curious about the information included when using the available tool to migrate from Sage DacEasy to Sage 50. If you have been running Sage DacEasy for a long time, then Sage 100 may be a better fit for long term Sage DacEasy customers. Schedule a side-by-side comparison and call for Promotional software pricing!

 

 

Summary of what gets upgraded when converting from Sage DacEasy to Sage 50

There is a Sage utility that allows you to convert Sage DacEasy accounting information to Sage 50 Accounting—U.S. Edition. When begin the conversion there are questions that must be answered to begin. However, the Sage DacEasy conversion to Sage 50 program brings over only a limited amount of information as well as summary balances for customers and vendors.

 

Upgrading to Sage 100 from Sage DacEasy takes a different approach.

Sage 100 is a more robust application, so the process has many more steps. A discovery call for Sage 100 and demo on how your business might benefit from using Sage 100 is a free call. Schedule your complimentary meeting today. 800-475-1047

 

An example of upgrading Sage DacEasy to Sage 50:

The Sage DacEasy to Sage 50 conversion only brings over customer level balances. What you really need is the individual accounts receivable customer balance by invoice. The detail we recommend is the customer invoice number, date and balance due at the time you complete the Sage DacEasy to Sage 50 upgrade. We field a lot of customers that use this utility and discover they need help. When converting Sage DacEasy to Sage 50 give us a call for support and assistance.

 

Why does Sage DacEasy to Sage 50 conversion not bring over all the detail?

Because of program differences in the record layouts between Sage DacEasy and Sage 50 detail transaction information cannot be converted. There are steps that you can take to make the conversion process run smoothly. We recommend that you review the list of what gets converted and what does not get converted from Sage DacEasy to Sage 50 to help you better prepare for the migration.

 

What Gets Converted from DacEasy to Sage 50 and What Does Not?

One major difference between Sage 50 and DacEasy is that DacEasy is a modular system that allows you to install individual programs like payroll, job cost, and accounting. Sage 50, on the other hand is an all-inclusive fully integrated accounting solution. Once the software is installed you automatically have access to everything including inventory, payroll and job cost.
When upgrading from DacEasy to Sage 50 all of your demographic listing information (Customer, Vendors, Inventory, Employees, Chart of Accounts and summary Balances will be converted to Sage 50. Detailed transactions information will not. See the below chart for detailed on what gets converted through the Conversion Utility.

 

What gets converted from DacEasy to Sage 50?

When upgrading from Sage DacEasy to Sage 50 what Is Converted? The following is a list of what gets converted.

 

Company Information

•Company Name/Address (confirmation required during conversion)
•Phone Number 1
•Fax Number
•Federal ID
•State ID
•E-mail Address

 

General Ledger

•Account Names and Numbers
•Account Group (category names may change slightly, as in Current Assets becoming Other Current Assets)
•Account Activity, by period
•A single Beginning Balances

 

Accounts Receivable

•Customers, including Names and Codes
•Contact
•Bill to Address
•E-mail Address
•Phone Numbers 1 and 2
•Fax number
•Country
•Alternate Customer Addresses (only the first 9 will be converted)
•Pricing Level Defaults
•Salesperson, located in Maintain Employees/Sales Reps
•Payment Terms
•Current Customer Balances
•Sales Tax Codes
•Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)
•Default Credit Status
•Default Credit Limit
•Default Account Group

 

Accounts Payable

•Vendors, including Names and Code
•Contact
•Vendor Address
•E-mail Address
•Tax ID
•Phone/Fax Numbers
•Contract Labor (1099 Vendors)
•Shipping Method
•Vendor Type
•Credit Limit
•Default AP Accounts
•Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)
•Terms

 

Inventory

•Item Defaults
•Master Items
•Product Code and Description
•Bin
•Quantity on Hand
•Minimum On-hand Quantity (also known as Minimum Stock in Sage 50 Accounting).
•Reorder Quantity
•Purchase Measure (only for Sage 50 Manufacturing Accounting, Sage 50 Distribution Accounting, or Sage 50 Quantum Accounting)
•Purchase Fraction (only for Sage 50 Manufacturing Accounting, Sage 50 Distribution Accounting, or Sage 50 Quantum Accounting)
•Selling Measure (only for Sage 50 Manufacturing Accounting, Sage 50 Distribution Accounting, or Sage 50 Quantum Accounting)
•Sell Fraction (only for Sage 50 Manufacturing Accounting, Sage 50 Distribution Accounting, or Sage 50 Quantum Accounting)
•Sales price
•Weight
•Price Breaks
•Serial Numbers (only for Sage 50 Premium Accounting and higher, with some limitations)
•Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)

 

Payroll •Employee Code (ID)

•Employee Name
•Address
•E-mail Address
•Phone Number
•Social Security Number
•Termination Date
•Pay Amount
•Overtime 1 & 2
•Federal, State & Local Allowances
•Additional Federal, State, & Local Withholdings
•Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)

 

Sales Taxes

•Tax Code (ID)
•Tax Description
•Tax Rate

 

Jobs

•Job Code (ID)
•Job Description
•Job Manager
•Customer Code
•Contract Number
•Percent Complete
•Custom Fields (only 5 will be converted, based on what you select in the Conversion wizard)
•Phases and Sub-Phases

 

What does not get converted from DacEasy to Sage 50?

Company Information

•Phone 2

 

General Ledger

•Transaction Detail
•General Account types

 

Accounts Receivable

•Transaction Detail
•Account Type

 

Accounts Payable

•Transaction Detail
•Account Type

 

Inventory

•Transaction Detail
•Cost/Standard
•Cost/Average
•Weight Code

 

Payroll

•Vacation Accruals
•Sick Accruals
•Payroll year to date totals
Note: You can manually enter year to date totals as beginning balance entries for each employee.

 

Sales Taxes

•Purchase Tax Codes

 

Jobs

 

Where can I find help to convert Sage DacEasy to Sage 50? visit Accounting Business Solutions by JCS

Call 800-475-1047 for support on Sage DacEasy and Support on Sage 50

Upgrade Sage 50 to Sage 100

Sage 50 Resource Center

Guide for Upgrading Sage 50 to Sage 100

Upgrading Sage 50 to Sage 100 – Is it easy to upgrade Sage 50 to Sage 100? Honestly, there are many steps, and a lot of thought needs to go into the roadmap. We have successfully completed hundreds of upgrades from Sage 50 to Sage 100. The process beginning to end normally takes 90 to 120 days. If you are willing and experienced enough, there are parts of the upgrade from Sage 50 to Sage 100 that you can participate in to reduce the amount of time a certified consultant might be needed. Give us a call at “800-475-1047” to discuss assistance if you are considering upgrading your Sage 50 to Sage 100 or are already in the process.

 

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What is the first step when upgrading Sage 50 to Sage 100?

The first step to upgrade Sage 50 to Sage 100 is understanding the process. Now that you have made the decision to upgrade from Sage 50 to Sage 100 a critical roadmap is needed outlining the process because every business has needs varying solutions to solve pain points and overcome challenges. Sage 100 is feature rich, has powerful inventory and can be customized to grow with your business unlike Sage 50. Guidance on the correct process or accessories during the upgrade from Sage 50 to Sage 100 will increase your odds of a successful conversion from Sage 50 to Sage 100.

 

Can I automatically upgrade my company data and transactions?

The short answer is no. The reason there is no automatic process to take your Sage 50 and convert it for you to Sage 100 is not apparent when you just have a high level look at both programs. The first upgrade for Sage 50 may be to it to a recent version of Sage 50. Then extract the lists and transactions to excel. There they can be cleansed, as well as converting the sheets, records or tables to layouts that Sage 100 will accept. Then finally import into Sage 100 in the exact order Sage 100 requires and lastly proofed to verify the results are as expected. The primarily reason there is no automatic upgrade from Sage 50 to Sage 100 is because of the vast difference in data file structures and layouts between the two programs.

 

Data file structures what is the difference between Sage 50 and Sage 100

Let me further explain you see Sage 50 is a flat data file structure (defined as one large table with indexes for speed) and Sage 100 is more of a relational data base file structure (many files and tables for each list item, transactions and so on). The tables and record layouts are not designed using the same data base engines, nothing is the same size or number of fields used to store data, more specifically the record and table layouts. Lastly if you are technical enough to look under the hood you would see the tools used in Sage 50 as compared to Sage 100 are so very different.

 

Sage 50 vs Sage 100 data base engines

The Sage 50data base is Actian Zen. You can use help and search for data record layouts in Sage 50 to pull up the data table and record layouts. The data structure is built on 2 files the journal header and journal row with indexes build for various components.
Sage 100 uses Providex and the data base tables, and record layouts can be found by opening Sage 100, click Resources under Tasks (top left), then File Layouts and Program Information (bottom right). Sage 100 has many files that are used for each area of Sage 100 for example customers have (x) tables that are used to record and track customer information.

 

What information can be converted from Sage 50 to Sage 100

What most company’s convert are the following:

  • Lists – chart of accounts, customers, vendors, items, open sales orders and purchase orders
  • Opening balances – customers vendors inventory items bank reconciliation
  • Customer sales history is possible but tedious and time consuming
  • General ledger history for 7 years to provide comparative PL reporting
  • Optionally are open sales orders and open purchase orders

 

What does the Sage 50 to Sage 100 Implementation process look like?

This is the typical strategy to upgrade from Sage 50 to Sage 100 and the normal Sage 50 to Sage 100 implementation process. The process normally takes 90 10 120 days beginning to end.

Step 1: Review and clean up your Sage 50 data
Step 2: Complete discovery
Step 3: Sage 100 system parameters
Step 4: Training
Step 5: Testing
Step 6: Final Planning
Step 7: Cutover

 

How to clean up Sage 50 data before upgrading to Sage 100.

THE FIRST STEP IS TO CLEAN UP THE SAGE 50 LISTS

  • How to remove Unwanted Customers
  • Confirm the customer has no outstanding accounts receivable invoices
  • Mark the customer inactive
  • When to remove Unwanted Vendors
  • Confirm the vendor has no outstanding accounts payable invoices
  • Mark the vendor inactive
  • Unwanted Inventory items
  • Confirm the inventory items has no quantity on hand or value on the inventory valuation report
  • Mark the inventory item inactive
  • *this is to only bring over active customer, vendors and inventory items

 

THE SECOND STEP IS TO CLEAN UP SAGE  50 OPEN TRANSACTIONS

Review the accounts receivable aging report and complete/void/reverse/write-off any transaction you do not expect to be paid. You can also review for credits showing because a receipt is dated prior to an invoice.
Next, review the accounts payable aging report and complete/void/reverse/write-off any transaction you do not expect to pay. You can also review for credits showing because a check is dated prior to a bill.
Review the Inventory Valuation Report and resolve all negative inventory quantities and/or costs. Confirm quantities and values against the Item Costing Report.

 

THE THIRD STEP IS TO CONFIRM YOUR GENERAL LEDGER TRIAL BALANCE IS IN BALANCE

This is critical to start off on when you make the move to Sage 100. Review each of the subsidiaries and clean out other unneeded information when you migrate to Sage 50
Print the open sales order report with a starting date of 01.01.2010 (or previous)
If you need to specify a date to close the sales order, use the first day of your current period 1
Print the open purchase order report with a starting date of 01.01.2010 (or previous)
If you need to specify a date to close the purchase order, use the first day of your current period 1

 

THE LAST STEP IS TO REVIEW AND CLEAN UP YOUR SAGE 50 BANK RECONCILIATION

Clean up any outstanding deposits and checks you do not expect to clear the bank.
this is to only bring over transactions that you expect to use in the future in Sage 100

 

What is needed to implement Sage 100?

Kick off and Implantation Planning

Phase – 1 Installation & Setup

Install Sage 100 and Crystal Reports w/Demo Data
Setup Per Each Workstations Incl 30 min General Navigation Training
Business Discovery
Accounting

Setup Module Options
Common Information
General Ledger
Accounts Payable
Accounts Receivable
Bank Reconciliation
Bill of Materials
Business Insights
Paperless Office
Custom Office
Credit Card Processing
Visual Integrator
Sage Intelligence Report Designer Module
Crystal Reports (2 users)
Modernized Screens
Purchase Order
Sales Order
Inventory Management
DSD/ScanForce Multi-Bin Basic
And/or other accessories needed for Sage 100

 

Import Master Lists for Initial Testing**
General Ledger Chart of Accounts
Customers
Customer Ship-To Addresses
Customer Contacts
Customer Price Schedules
Sales Tax Codes
Vendors
Inventory Items
Bill of Materials

 

Phase – 2 Training & Preparation

Training Core Accounting
Common Information
General Ledger
Accounts Payable
Accounts Receivable
Bank Reconciliation
Testing

Train IM
Inventory Management
Bill of Materials
Testing

Train SO and PO
Purchase Order
Sales Order
Testing

 

Phase – 3 Final Imports – Launch

Final Data Import Lists Refreshed (Inv Items, Cust, Vend) ***
Data Imports for Opening Balances (GL Beg Bal, AR, AP, IM) **
Trial Balance – for 1 period end
Customers – open invoice number, date and balance due
Vendors – unpaid invoiced number, date and balance due
Inventory – Counts and value as of 1 period end
Validate Imports
*Forms (1 each check, Shipper, Std Invoice, PO, Work ticket – Per form)
*Reports (Simple modifications to existing reports)
Estimated Go Live Follow-Up Support
Review any Integrations

 

Sage 100 optional Modules:

 

Operations / Production Manager

Phase – Operations / Production Manager
Operations / Production Manager
Installation / Setup
Operations
Production Manager
Train Operations, Enhanced Scheduling
Operations
Advanced Scheduling
Testing

 

MRP / RMA / Work Order

Other Modules
Materials Requirement Planning
RMA Processing
Work Order
Testing

 

Sage 100 Payroll

Phase – Payroll
Discovery
Installation / Setup
Imports
Validate Imports
review of Payroll earnings – for 1 period end client to load
Training
Customization
Testing

 

Sage CRM

Phase – CRM

Discovery
Installation / Setup
Training
Customization
Testing

 

Job Costing

Phase – Job Costing
Discovery
Installation / Setup
Imports Jobs / Opening JTD Balances
Validate Imports
Training
Customization
Testing

 

Fixed Assets

Phase – Fixed Assets
Discovery
Installation / Setup
Imports
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Custom Reports – Crystal or Sage Intelligence

  • Phase – Custom Reports
  • Discovery
  • Installation / Setup
  • Training
  • Testing

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Guide for Upgrading Sage 50 to Sage 100, Is it easy to upgrade Sage 50 to Sage 100, Convert sage 50 to sage 100, Data migration sage 50 to sage 100, Data conversion sage 50 to sage 100, Sage 50 to sage 100 upgrade, Sage 50 to sage 100 conversion, Sage 50 to sage 100 data migration, Sage 50 to sage 100 data conversion, Support for sage 50 to sage 100, Sage 50 to sage 100 support, Sage 50 to sage 100 information

 

Accessories For Sage 100 Sage CRM

Sage 100 CRM Order Desk Management

Sage CRM – Order Desk Management – Discover the power of Sage CRM order desk management and its ability to deliver organized information at your fingertips. Learn how easy it can be using Sage 100, Sage CRM and order desk management to collaborate with your team. Find out more during a free private demo Sage 100, Sage CRM and Order Desk Management. Call today – 800-475-1047 – Sage 100 CRM – Sales and Support

Don’t lose sales because you don’t know who they are! Track every deal, easily manage your pipeline, convert leads to paying customers and exceed your revenue goals with Sage CRM. Learn more…

  • Opportunity Forecasting
  • Territory management
  • Tracking customer interactions

 

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What is Sage CRM?

Sage CRM is the component for Sage 100 used to manage sales pipelines, supports field service agents and provides an overall picture of client interactions. Grow your revenue through better prospecting and managed sales opportunities.

Sage CRM Licensing is $448 per named user per year for Sage 100 clients

 

“New” Sage 100 Order Desk For Sage 100 CRM

Sage 100 and Sage CRM are trusted by businesses around the world. Sage CRM is built to stand alone, use with Sage 50 or as an accessory for Sage 100.  Order desk management is one of the newest additions for Sage CRM and can be used in conjunction with Sage 100 and Sage CRM or just with Sage 100. This powerful tool helps small businesses close more deals and inrease sales revenue.

 

Sage CRM for Field Sales Reps

Sage 100 and Sage CRM gives the power of remote order desks to your field sales reps and users on the road. CRM is a cloud-based solution, providing up to the minute pipeline information and instantaneous access to your sales managers back home in the office to help them collaborate and forecast daily sales. Place customer orders, review customer accounts and view inventory balances in Sage 100 when using Sage CRM from anywhere.

 

Sage 100 – Sage CRM – fully integrated

Sage CRM in conjunction with Sage 100 is a cost-effective customer relationship management solution. Designed to help small and midsize businesses optimize their customer experience by offering tools to nurture and manage new and existing client relationships. Sage CRM is fully integrated with Sage 100 helping to provide a scalable, customizable, end-to-end business solution.

 

Affordable, Scalable Solutions – Sage CRM and Sage 100

Most importantly, Sage CRM is affordable so you can feel confident that you’re getting the best possible value for your money. A single user Sage CRM license is included in the Advanced and Complete Bundle for new customers when purchasing Sage 100. Each additional Sage CRM license for Sage 100 is $441 based on the current 2022 pricing model and can be added to existing Sage 100 installations.

 

Stand Alone, Sage 50 or Sage 100 Sage CRM integration

Sage CRM is a user-friendly platform offering ease of use that your sales staff can wrap their heads around and adopt. A one user license of Sage CRM is included with the Sage 100 advanced and complete software bundles.  Sage 100 is the fully integrated into CRM. Sage 50 has a one -way sync to Sage CRM. Lastly, Sage CRM can be run as a stand-alone application external to any back-office accounting application. Save money, steps and recoup your valuable time by better Commuinications to your sales team.

 

Ratings for Sage CRM 2023

  • TrustRadius ranks Sage CRM 8.6 out of 10 stars as a industry leader
  • G2 rates Sage CRM a 4 out of 5-star application
  • Software Advice also places Sage CRM in the top CRM applications

 

Sage CRM Order Desk Pricing and Demo

Call today for your free demo on Sage CRM at 800-475-1047.

Sage Timeslips supportSage 100 training

 

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Compare Sage 50 To Sage 100 – Inventory – Work Tickets – Manufacturing

What makes Sage 50 and Sage 100 different?

Trusted Inventory Management, Easy Work Ticket Process and Reliable Manufacturing

Compare the key inventory management and work ticket functions found in Sage 50 and Sage 100 along with the top features, advantages and disadvantages. If you are short staffed discover how to free up resources using Sage Software and understand the best choice for your business. Give us a call to collaborate during a complimentary, live, private discovery and in-depth Inventory Management demo. Learn the differences in inventory management, work ticket processes and manufacturing capabilities between Sage 100 and Sage 50.

Sage 50 or Sage 100 for manufacturing. How to turn raw materials or parts into finished goods and track use of tools, human labor, items and machinery. Do you need new accounting software to track how and when to make or produce products? Sage 50 and Sage 100 for Manufacturing offers reliable solutions. However, for manufacturing companies Sage 50 and Sage 100 have very different approaches. Find, Small business manufacturing, manufacturing software, sage 50 manufacturing, sage 100 manufacturing, Sage 50 work tickets, Sage 100 work tickets, sage 100 inventory control, sage 50 inventory control, sage 100 inventory management, sage 50 inventory management, erp software packages, production schedule software, manufacturing production software

Sage 50 Inventory and work ticket features, when contrasted to Sage 100 inventory and work tickets during a detailed side by side review will help you to understand the real differences. Sage 100 Work Tickets are a powerful tool found in Sage 100 Operations and is the perfect solution for make to order manufacturing. Sage 50 work tickets are a simple solution found in Sage 50 and is ideal for simple repetitive manufacturing.

 

Review Key Differences Between Sage 50 and Sage 100

Here is a real-life example and comments from a client and their team sent to us to review prior to our Sage Inventory and work ticket discussion. Followed by a detailed overview of the top differences between Sage 100 and Sage 50 inventory and work tickets for manufacturing.

“We have a SAGE consultant we are talking with to discuss how to improve our use of SAGE 50 to try to improve everyone’s job efficiency and reduce errors. This may include learning how to better use SAGE 50, any customizations that might help us improve how we use SAGE 50 or possibly considering a move to SAGE 100 (Last resort). Below is a link to a document that compares some main features of SAGE 100 to SAGE 50. Please think about your struggles and what you would like to see from SAGE 50 to help you in your position.”

 

Sage 50 compared to Sage 100 Inventory and Work Tickets:

Meeting Agenda: Please review and let us know if we have missed something.

1. JCS Credentials. Who is JCS.
2. Which consultant(s) has the specific skills to understand how we use SAGE. Looking for years of experience and examples.
3. What is the process used to audit our current system (SAGE 50).
4. How much time would it take to fully understand how we use SAGE for accounting functions, inventory control and as our day-to-day business system (ERP).
5. What can be improved.
6. Can third party software be added to improve the efficiency on how we use SAGE 50?
7. Is it possible for SAGE 50/100 to communicate with SAP and what does that look like?
8. Demonstration on how SAGE 50 differs from SAGE 100 and how it can work directly with a BOM.
9. Using the BOM samples provided, how do they work in SAGE 50 v SAGE 100

 

Review Sage Work Tickets and Inventory Management:

All of the consultants that work on Sage 50 and Sage 100 each have 30+ years of experience
Each year all consultants recertify on product lines directly from Sage. Attached is our capabilities statement.

 

Sage 50

Sage 50 inventory and work ticket features advantages and disadvantages:

  • Users are named users – you pay for each person who wants to use the system
  • Sage 50 cannot be customized
  • 3rd party add on’s mean managing inventory in another application
  • Maintaining 2 systems
  • Paying for multiple software packages
  • Sage 50 / Sage 100 data can be transferred to SAP
  • What data do you want to take out and send to SAP? Both have options
  • GL is fairly easy to take out and format. Other data…
  • Sage 50 is a flat data file structure so it can be done often using custom crystal reports
  • Sage 100 is more of a relational data file structure and has multiple ways to extract data or interface

 

Compare Sage 50 to Sage 100 Questions and Answers

To answer your question on Sage 50 for inventory management I sent this detail list along earlier this morning. Here is an overview of Sage 50 and its manufacturing capabilities.

 

Sage 50:

Bill of materials steps
Sage 50 only has single level bill of materials capabilities they will need to be manually created or imported

Step 1:
Each individual sub-assembly will need to be manually set up one at a time as a separate BOM or imported

Step 2:
Manually setup the final assembly listing each sub assembly as a line item or import the final BOM
Include any other needed components as line items
The sub-assembly must exist in either scenario prior to including a subassembly to the final assembly

 

Work Tickets:

Sage 50 Work Tickets are really only the ability to print a single level bill of materials
Step 3:
Create a work ticket for each sub-assembly (if using 5 sub-assemblies then 5 work tickets would be required)

Step 4:
Create a work ticket for the final assembly listing each sub-assembly and other required components (1 assembly for a single BOM)
-or- you can just create the assemblies without the work tickets

 

Work Ticket Entry

Sage 50 Work tickets entry window has the following editable fields:

  • Assembly to build – is the BOM item ID
  • Date – initial date of the work ticket
  • Work Ticket number – you can assign
  • QTY to Build – how many on this work ticket
  • Close Ticket – when the Work ticket is completely finished
  • Supervisor – from employee list
  • Needed by date –
  • Ticket started date –
  • Total Estimated Hours – Once you manually calculate enter a total number it is informational only – Sage 50 has no direct time entry
  • or link to payroll hours
  • Ticket complete date
  • Total Actual hours – calculated from the line items hours that are manually entered

 

Work ticket fields examined

Sage 50 Work tickets have the following view only fields pulled from the BOM

  • Item
  • Description
  • Required
  • On Hand
  • Available

Work tickets line items have the following editable additional line-item fields
Line-item actual hours – Once you manually calculate enter the line items hours
Finished – when a line item is finished it can manually be marked finished one line item at a time

 

Sage 50 work ticket other information

There is a single note field for the work ticket header – notes are not available for an individual line item

Create inventory assembly or work ticket – both functions take individual components and create a part
You can print a work ticket document
You do export a BOM to excel or csv file

Step 5:
Complete each subassembly or WT one at a time to collect component usage and cost (if using 5 subassemblies then 5 transactions are required)

Step 6:
Complete the final assembly or WT (1 transaction is needed)

 

Sage 50 Work Ticket and Inventory Cost Rollup

The costs are then rolled up at the point either the assembly is tagged completed or the work ticket is closed.
Costs are not accumulated in Sage 50 as a step is completed only at the end of the build
The sales price and cost can both be tagged to a job at the point of sales invoice to the customer
The sales price and cost can then be reviewed for item/customer profitability in a report

No additional custom fields can be added to either the BOM or WT windows
Sage 50 has notes per line item are available on either the BOM or WT items
No labor can be posted to a work ticket as sage 50 has no direct function for time against a work ticket.
Payroll in Sage 50 can be posted to a “Job” which does not link to a work ticket, and they are separate functions
Work tickets do not have the capability to manage item demands and timing
Bill of materials and work tickets have no capability to track items on purchase orders or items received for a specific work ticket
There are no barcode scanning capabilities or add-ons for Sage 50 Learn Sage 50 manufacturing

Review and compare – Sage Inventory specialists can review the Work Ticket capabilities found in Sage 100 and in Sage 50

 

Sage 100

Sage 100 has more powerful inventory and work ticket features, advantages and disadvantages over Sage 50:

  • Sage 100 Cost rollups are visible during the job process. Sage 50 is calculated during sales invoicing
  • Quick look up for all the information you need in one easy place
  • Sage 100 has multiple warehouses
  • Custom fields can be added to track more information
  • Entry windows can be modified for faster entry
  • Users Are concurrent – saving you licensing fees
  • Scalable
  • Robust, reliable Inventory features

 

Sage 100 Work Tickets

  • Sage 100 work tickets automate redundant process
  • Work tickets BOM can be modified on the fly
  • Uses the sales order data to automatically create the work ticket
  • Existing bill of materials can be used to create a new work ticket
  • Use a template to create a new work ticket
  • Historical work ticket can be copied to create a new work ticket

 

Sage 100 Work tickets Can include

  • Multiple levels of work tickets and sub-assemblies
  • Steps with notes, attachments and comments
  • Processes
  • Outside services
  • Purchase Orders can be created, tracked and managed against a work ticket
  • Include labor estimates
  • Overhead, scrap and burden calculations

 

Sage 100 Operations

Sage 100 operations work tickets for manufacturing features, advantages and disadvantages:

  • Calculate estimated cost based on all required material and labor details
  • Sales price calculated based on several markup methods over estimated cost
  • Track estimated expenses against actual as the job progresses
  • Manage estimated sales against multiple sales invoices

 

Sage 100 data files and reporting

Sage 50 is a flat data file structure

  • Running many addons with Sage 50 is not recommended
  • Reporting is tedious and often cannot fully link data
  • Custom reports use crystal reports
  • Excel reporting is LogicimTech https://www.logicimtech.com/products/xlgl
  • Sage Business Intelligence was replaced by LoginMTech

 

Data base

Sage 100 is more of a relational data file structure with multiple ways to extract data and interface and very importantly there are a range of Sage 100 reporting options:

  • Crystal reports
  • Business Insights
  • Excel reporting in Sage Intelligence
  • Microsoft power BI
  • Has a SQL version option

Learn Sage 100 manufacturing

 

Upgrading Sage 50 to Sage 100:

Once the software is installed, discovery calls are underway and prioritized pain points established the first item at hand is to define the many system parameters that help streamline business processes.

When upgrading Sage 50 to Sage 100 there is the opportunity to clean up lists: During the second step most often, businesses bring the lists to excel, clean up what is not need and use cleansed lists to get the new system off to a great start. This information may include:

  • Chart of accounts
  • Vendors
  • Customers
  • Inventory Items
  • Bill of materials

 

Sage 100 user training

The third second step is to have 1 power user in charge and help others test the system. Users from each department should take a turn at reviewing the software, how to add new records to the existing lists and also record at least 1 transaction of each type you would normally do during a busy workday. This can identify items that were not previously considered so they may be addresses and included in the strategy for a successful data conversion from Sage 50 to Sage 100. Training must be a complete review to provide a solid baseline of all the capabilities of Sage 100.

Then as the comfort level of primary users increases a step to include is to clean up old unneeded transactions such as:

  • Open sales orders that will not ship
  • Close all purchase orders that will not be received
  • Old receivables that need to be written off
  • Any accounts payable invoices that will not be paid

The final step is to plan a cutover date and estimated time to load ending balances from Sage 50 into Sage 100.

 

Sage 100 cutover planning

Must have balances include:

  • General ledger
  • Outstanding bank deposits and checks
  • Open accounts receivable invoices
  • Unpaid accounts payable invoices
  • Physical inventory counts

 

Other items to consider

  • Open sales orders
  • Open purchase orders
  • Open work in process

 

Compare Sage 50 to Sage 100 Summary – Inventory and Work Tickets for Manufacturing

When upgrades from Sage 50 to Sage 100 steps are managed in the appropriate manner for your business it increases the potential for success. Give us a call to schedule your free Inventory Management demo and compare inventory and work tickets in Sage 100 vs Sage 50. A Sage software demo takes around 90 minutes from beginning to end. Reach out anytime 800-475-1047 to learn more.

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