Sage 100 2020.1: New Features

Sage released the 2020.1 update to Sage 100 2020 in mid-September, so we’ve put together this post to share the details on what has been included. There have also been several program fixes issued for 2020.1. (Kissinger Solutions has also released a compatibility update for AIA Job Cost Billing for users of that Sage 100 enhancement solution.) See the additional resources below for details on these items. Read on for the new features included in Sage 100 2020.1.

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Easily add undistributed balances to Accounts Payable line items

A new “Net Balance” button has been added in Accounts Payable. The new button allows you to distribute any undistributed balance to a particular line item and is available in Invoice Data Entry, Repetitive Invoice Entry, and the General Ledge Distribution window (accessed through Manual Check and Payment Entry).

*Accounts Payable Invoice Data Entry screen before applying Net Balance button.*

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Form 1099-NEC option added in Form 1099 tax reporting

In the 2020.1 update, Nonemployee Compensation has been added to the Form Type list in Form 1099 Tax Reporting. This is an enhancement to the new IRS Form 1099-NEC capability that was added with the Sage 100 2020 release. (See the What’s New in Sage 100 2020 document for details.) You can also read this post for background on the form and why the IRS has introduced it again after a 38-year absence.

Payments tab added to A/R Invoice History Inquiry

After installing 2020.1, you now have a handy way to see all of the payments that have been applied to the selected invoice, by clicking on the new Payments tab in A/R Invoice History Inquiry. Within the Payments tab, you can click the Cash Receipts History button to view more details about payments processed through Cash Receipts Entry, and you can click the Payment Information button to view more details about credit card
and ACH payments.

*Accounts Receivable Invoice History Inquiry screen, Payments tab, before clicking Cash Receipts History button.*

*After clicking the Cash Receipts History button for desired item.*

Ability to trace items by Lot and Serial Number

With the 2020.1 update, Sage 100 users now have multiple options to trace where items from a particular lot or with a particular serial number have been used, including items used as bill and kit components.

A new “Where Used” button has been added to the Lot/Serial Inquiry window accessed from the Main menu or from Item Maintenance. You can click the Where Used button to see where items from the current lot or with the current serial number were used as a component of a sales kit or a bill. The button is available when you select a Sales Order invoice with the type SI, or a Production Entry transaction with the type BI.

*Lot/Serial Inquiry screen before clicking Where Used button.*

*Inside Where Used Inquiry after clicking Where Used button.*

In addition, the new Customer Recall Report has been added to the Reports menu. You can use this report to view a list of customers to whom you have sold or shipped lot or serial items that must be recalled.

Also, a “Print Where-Used Items” check box has been added to the Lot Serial Transaction History Report. When this check box is selected, the report shows the transactions in which lot and serial items have been used either as a standalone item or as a component of a bill or sales kit.

Fixed Assets Enhancements

The posting book checkboxes in the Period End Processing window have been replaced by a grid with Book Name and Close Book columns. The Close Book column contains checkboxes that you can select for the books that you want to process for period end. (This change was made to support the additional posting books added in Sage Fixed Assets version 2021.)

Additional Resources

What’s New in Sage 100 2020.1

What’s New in Sage 100 2020.1, published by Sage, provides all the details on what’s been included in this release, from the very smallest additions and changes up to the larger features described in this post.

Sage 100 2020.1 Release Notes

The Sage 100 2020.1 Release Notes document, also published by Sage, includes a full listing of every product correction that has been incorporated into the version 2020.1 release.

Sage 100 2020.1 Program Fixes

Sage City announcement on October 10, 2020 about Accounts Payable program fix AP6000T, which provides the ability to change the Bank Code for a custom Form Code in Accounts Payable Check and Electronic Payment Processing
Sage City announcement on October 22, 2020 about Inventory Management program fix IM6000T, which resolves an issue where the data conversion takes a long time or appears to hang when there are a large number of lot/serial transaction history records
Sage City announcement on November 7, 2020 about Job Cost program fix JC6017T, which address an issue where the Time Track Burden Allocation does not post to the correct jobs in the Job Daily Transaction Register
Sage City announcement on October 24, 2020 about Job Cost program fix JC6015T, which addresses an issue where the Summary Drill Down for Job Billing transactions is blank when selecting the Transaction Zoom in G/L Account Maintenance

AIA Job Cost Billing Compatibility Update

There is a compatibility update available for users of our AIA Job Cost Billing enhancement for Sage 100 and Sage 100cloud 2020.1. The compatibility update should be installed after the Sage 100 Product Update for Sage 100 2020 (2020.1) is installed. Please contact Kissinger for assistance, or visit our Customer Portal to access the download.

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