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October 20, 2022


Making Better Business Decisions with Sage 100

This 30-minute recording introduces you to Analytical reporting – reports driven by affordable business intelligence (BI) technologies that give you insight into why your business is performing as it is, and what you can do to improve it by making the most well-informed business decisions.


Welcome to the Schulz Says email newsletter.

We publish every Thursday with news of interest to Sage 100 users and consultants.



  • A History of Microsoft Dynamics Product Names - A Guide For New Marketers ( CMA )
  • Vista Equity Partners completes acquisition of Avalara (Avalara)
  • Microsoft to cut nearly 1,000 jobs: reports (Marketwatch)
  • Why You Can’t Pick Someone Up If They’re Touching Your Chin (Lifehacker)



  • 👉 Now shipping  - a new industry newsletter with a focus on mid-market news of interest to consultants/ISVS. Covering Sage, Acumatica, and Microsoft. Email me and I'll add you to the list.


With year-end fast approaching several firms have contacted me to inquire whether I know of any consultants looking for work. Most of these positions are either on-site or remote. One such firm seeking consultants is K&R Consulting who specialize in Sage and Acumatica. The owners - Brad and Dee Kain share their philosophy as: 

Our goal and objective is not to be the largest ERP software company.  We strive to be the best and to focus on each client’s issues as if we owned their company.  We not only focus on the software solution, but the overall business operations as a whole.  Our commitment to exceed the client’s expectations and deliver quality work is our number one priority.

SAGE 100 CONSULTANT WANTED - Full Time/Part Time - Remote or On-site – K&R Consulting Group seeks a Sage 100 consultant with at least 3 years of hands-on experience. Desired skills include Excellent Communication and Organization Abilities, Custom Office, Crystal Reports, Sage Intelligence and experience with 3rd party integrations such as Starship, Scanco, ScanForce, Avalara, etc. Ability to work independently and manage project deadlines.
Please email or call 515-223-9308 for further details.

P.S. - ^ This is a paid help wanted ad. If you'd like to place a paid advertisement here's a FAQ of how to do so.


What is the recommended Period End or Year End order of closing for modules in Sage 100? (2022)



What is the recommended Period End or Year End order of closing for application modules in Sage 100?
  • Close Modules in the following order:
    1. B/M - Bill of Materials
    2. W/O - Work Order
    3. P/M - Production Management
    4. B/C - Bar Code
    5. P/O - Purchase Order
    6. S/O - Sales Order
    7. I/M - Inventory Management
    8. M/P - Material Requirements Planning
    9. P/R - Payroll
    10. A/R - Account Receivable
    11. A/P - Account Payable
    12. J/C - Job Cost
    13. B/R - Bank Reconciliation
    14. G/L - General Ledger
**Note: If a module is not activated, skip to the next module
  • The order logic assures an application module that writes to another application is processed first.

For example:
  • Sales Order Processing transfers information to Inventory Management, Accounts Receivable and General Ledger; therefore, all journals and registers for Sales Order Processing should be updated and Period End Processing completed before the other modules are closed.
  • Some application modules transfer information to other applications, in addition to receiving information from another application.

For example:
  • Job Cost can post invoices to Accounts Receivable. Accounts Receivable can post invoices to Job Cost. Therefore, all journals and registers for both Job Cost and Accounts Receivable should be updated prior to running Period End Processing for either application.
  • Some applications or modules do not have a period end or year end, or only have a year end
    For example:
  • Material Requirements Planning does not have Period Ends, only Year End
Source - Sage KB 19506


How To Activate Work Order in Sage 100 2022.x

First, this tip ONLY applies to customers who've requested and received a separate registration key for Work Order. The Work Order module is not shipped any longer on the Sage 100 installation disk. And Work Order is slated for retirement in 2023 as it has been replaced by Production Management.

However, in some cases a customer may request to receive Work Order for 2022 provided they are using functionality that is only contained in Work Order.

In those cases they will receive a 6-digit module key that will separately activate just the Work Order module. Here are the steps to perform that Work Order activation.


  1. In Sage 100, select File, Register and activate the Product Keys containing the Work Order module
  2. In Sage 100, select File, Run and enter *UTL and select “Activate Work Order” and click OK
  3. Enter the 6 digit Module Key that was given when Work Order was ordered and hit Enter
  4. Click Accept and a message should display "The module was unlocked."
  5. Close Sage 100 after the Work Order Module is unlocked
  6. Re-open Sage 100 and access Work Order
Sage KB 116947

Wayne Schulz
Cell: 860-516-8990

Schedule a time to talk ( link to my calendar )


Short Staffed In The Warehouse? - Consider Wave Picking & Shipping

Is your warehouse struggling to keep up with demand? Are inefficient order picking processes taking a toll on your team? ScanForce's Wave Picking/Shipping enhancement lets you pick multiple orders in a single, efficient pass through the warehouse for faster fulfillment and happier customers. Read more here


Sage 100 2020.4 - 2020.6 Program Fix LM6029T Resolves Auto-Logoff Issue

This fix adds a prompt to Sage 100 2020 systems so that auto logoff will allow the user to continue working in Sage 100 and reset the logoff timer. 

Source - Sage KB 117258


Sage Eliminating Separate Price List for Sage Partner Cloud Effective 1/1/2023

If you are a customer looking to purchase Sage 100 on the Sage Partner Cloud (SPC) - with provisioning portal - the separate price list previously used will now return to the regular price list. What's this all mean? I believe (and someone will email me if I'm wrong ) that when SPC was first introduced it also had it's own pricing which was higher than the standard Sage 100 pricing.

There was never really a clear explanation - at least none that I understood - as to why this was so. In retrospect, Sage indicates it was to simplify the pricing.

Effective 1/1/23 the old SPC price list will go away and the standard Sage 100 pricing will be used.  


Sage Consultant Renewals Due November 30, 2022

If you are a Sage 100, 300, 500, CRM, X3, HRMS, Fixed Assets, BusinessVision or BusinessWorks consultant then your renewal is due on or before November 30, 2022.

These renewals are for certified consultants who hold competency roles for any of the above listed products. In some cases passing a recertification exam may be required. In others, your check is your recertification exam.

Sage Intacct Payments Demo

By integrating the REPAY Sage Intacct credit card processing solution, your company will reduce complexity, streamline payment processing and exceed customer expectations. Omni-channel integrated payments for Sage Intacct helps save time and increase cash flow.

P.S. - We also provide payments processing for Sage 100, Sage 300, Sage X3, Acumatica, QuickBooks - and more! See the list




Sage 100 version 2022 - File Layouts Online
Sage 100 version 2022 - Online Help
Sage 100 - Required Internet Access


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Recording of last week's DataSelf webinar (30-minutes) - NO REGISTRATION required


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Cell: 860-516-8990

The opinions and advice supplied in this newsletter are general in nature and represent the views of Wayne Schulz and no other entity or sponsors. You are advised to consult your Sage partner prior to implementing any recommendations or advice from this newsletter.
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