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Seven Sage 100 Tips and Hotkeys

Published on

July 14, 2018

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Michelle Taylor

Michelle Taylor

Clearing AR Cash Receipts that are in Process

   

When returning to AR Cash Receipts in Sage 100, after closing the task, you may find that you’re unable to complete some of the cash applications. The
   invoices show a “0” balance when you in AR Cash Receipts.

To correct this, take the following steps: From the Sage menu (top left of Sage desktop) click on File, Run, and type ARWAR4, then click OK. You will be
   asked if you want to clear the “Payments Today.” Select “Yes” and this utility will clear the receipts in process flag and allow you to apply cash
   to those invoices when you return to AR Cash Receipts.

*This may require all users exit Sage.

Bank Code in Use or Check Printing in Progress messages



When clicking on the AP Check printing task, if you get the message “Bank Code in Use” or “Check Printing in Progress,” this is an indication that a previous
   check run may have had a problem. Confirm that no other user is in a task utilizing the Bank Code.

If there aren’t, to clear the message, take the following steps: From the Sage menu (top left of Sage desktop) click on File, Run, and type GLWSKA, then
   click OK. This utility will clear all of the Invoice selections and reset the bank code for use again. You will be required to re-select all of the
   invoices in Invoice Payment Selection and continue with the printing process. This will allow you to streamline your menu to get to the functions faster.
Menu drag and drop to toolbar

An easy way to customize your toolbar, to include only those specific tasks or reports that you use regularly, is to drag and drop the menu tasks from
   the main Sage menu to the toolbar at the top of the Sage desktop. Left mouse click and hold down the menu task you want to drag to the toolbar. Drag
   the item to the toolbar and release the mouse button. Add as many as you would like. To remove a shortcut from the toolbar, right-click the task and
   select Delete.


MyTasks Menu



Another option for customizing your task list is to create a hierarchal My Tasks menu on the tab beside the main Sage Tasks menu. This menu is fully customizable
   with tasks or reports that you use most frequently in Sage. Create your own hierarchy similar to the main Sage Tasks menu by dragging and dropping
   tasks and reports from the Sage module menu in the right screen of the Sage desktop.


Custom Lookups



Use custom lookups to save time when filtering through a large number of data to search easily. Click on the Custom button in the bottom left-hand corner
   of any lookup screen. Name the lookup something unique and choose whether it will be your default lookup view. Choose each of the fields that you want
   to see in your lookup, from the left list to the right list. Then remove the fields you don’t care to see, from the right list, to the left list.

*The top field (left most in the view) can’t be altered. Select any filters to apply to the chosen fields or leave blank to select all available values.
   Set a Title for your view and an initial Search Option value of how you will search the data most often. Then click Finish. The Title will flow to
   Excel when utilizing the export to Excel feature in the Lookup screens.


Favorite shortcut keys
   

  • F1 – displays Help for current field
  • F2 – Lookup – use this key to activate the lookup screen on any field where available values exist. You may then search for the desired value and select
           it. This field is identifiable by the “magnifying glass” icon beside it.
  • F3 – Lookup – use this key to activate the list (lookup) screen on any field where available values exist. You may then search for the desired value
           and select it. This field is identifiable by the “flashlight” icon to the right of it.
  • Alt + x – Next new number – provides the next new number in sequence on any field that a system-assigned number is available. This field is identified
           by the icon that looks like a piece of paper with a # symbol.
  • F5 - Toggles between the primary and secondary grids. If performing data entry in any screen that is dual-grid, i.e. AP, AR, and SO invoice data entry
           screens, this key allows you to toggle between the top and bottom grid easily.
  • Ctrl + F9 – launches Customizer – use this key sequence to launch customization manager for the screen you are currently in and want to modify. Only
           users with experience should be making modifications with Customizer.
  • Office Merge

    Use Office Merge to select templates and create customized letters that you can print or email using data directly from Sage 100. Our example will use
       pre-created templates in our ABC sample company.

    Go to Accounts Payable

     Main

     Vendor Maintenance.

    Select a customer and press the Office Merge button in the bottom left-hand corner of the screen.   The Office Template Manager will appear and allow you to select the template of choice. Click Merge and you will have all of the fields selected in     the template populated with the current vendor’s data.

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