Sage 100 ERP (MAS 90): How to Upgrade Customizations V. 4.1 and Up

Written by Sage 100 ERP (MAS 90) Consultant, Paul Cusano Rochester, NY

Upgrading software versions for SAGE 100 ERP (MAS 90, MAS 200) is not always as simple as downloading the latest release and installing. Many factors should be considered before upgrading to the next version in any software. Fortunately consultants of Sage 100 ERP who understand this can be of tremendous value to end users of Sage 100 ERP and aid in insuring the operations of the company using the system are improved and not impaired.

It is usually recommended with any new release version of Sage 100 ERP to wait for at least 2-3 months to allow for patches or updates to the version to work their way out into the community. Despite the best of beta testing, new releases can offer challenges once put into practice and used by actual companies who have the software.

Next it is important to review new release notes to see what impact the new features will have on operational modules and any third party developers integrated with the Sage 100 ERP system.

If for example there are updates and improvements to Sales Order it is imperative those new feature are reviewed, analyzed and compared to how users will be affected by the new functionality. Questions whether the new features will impair other steps in the Sales Order process, or are functions being impaired that will cause longer data entry for key persons involved in that process. Whatever the scenario examining them in advance will save not only time but create a smooth transition when upgrading to the newer version.

One example of this are customizations that have been made to screens in Sage 100 ERP. Much time and care has been taken to create them for many reasons, such as labor savings, accuracy, etc. It would be costly and foolish to have lost the valuable assets these have been to users.

Fortunately, for versions 4.10 and higher in Sage 100 ERP it is possible to move those customizations from one installation to another, thus preserving the integrity and value that have to the users and operations of the company.

The methodology is to export the customizations from the earlier installation, and then import the customizations in the new installation. This will be accomplished by performing the steps below:

To export customizations:

1. Expand Custom Office and Utilities. Double-click Customizer Export Wizard.
2. In the File Name and Path fields, enter the directory and name of the export file.
3. In the Description field, enter a brief description, and then click Next.
4. Select the customized tasks to be exported, and then click Next.
5. Select the UDFs and UDTs to be exported, and then click Next.
6. In the Advanced Field Settings window, select the settings to be exported, and then click Next.
7. In the Crystal Reports window, click Next. Do not select to include Crystal Reports in the export file.
8. In the Business Insights Explorer Views window, select the views to export, and then click Next.
9. Select the Default Business Insights Explorer View(s) to be exported, and then click Next. 
10. Select any additional files to be exported, and then click Next.
11. Click Finish to create the export file. 

To import customizations:

1. Expand Custom Office and Utilities. Double-click Customizer Import Wizard.
2. Click Next.
3. Browse to and open the export file created in the steps above.
4. Review the information before importing, and then click Next.
5. Select All Users and All Companies, or define the individual users and companies.
6. Click Next.
7. Review and resolve any file conflicts, and then click Next.
8. Click Finish to import the customizations.

Having an understanding to what will be available in upgrades is invaluable to gain the best of SAGE 100 ERP!

Blog contribution by Source One Systems

Source One Systems has specialized in provided business technology solutions for over 20 years. We have intentionally chosen to specialize in Sage Software’s Sage 100 ERP, formerly MAS 90/200 product family. Our focus has always been to provide a complete solution to meet the business management needs of our clients. We are driven by the professionalism of the CPA profession and have combined it with the relationships and detailed understanding of our client’s management processes at all levels of the sales and purchase cycles. Trust and accountability is at the core of all installations. With over 25 years combined experience using the most cutting edge technology the support and service we provide is unparalleled. Our focus is gaining an understanding our clients needs, not our own. We will not sacrifice our client’s needs at the expense of profitability or responsiveness. We believe you will not be purchasing an accounting software solution but a relationship that will be crucial in implementing whatever solution you choose.

Contact us today!

SourceOne Systems Serving all of New York.

Phone: 315-437-1130

Source One Systems

For over 20 years, Paul Cusano, CPA with SourceOne Systems has specialized in provided business technology solutions. Our team selected Sage Software’s Sage 100 (formerly MAS90/200) because of it's reputation as a trusted product family. Our focus has always been to provide a complete solution to meet the business management needs of our clients. We are driven by the professionalism of the CPA profession and have combined it with the relationships and detailed understanding of our client’s management processes at all levels of the sales and purchase cycles.

Trust and accountability is at the core our company's mission. Our focus is gaining an understanding our clients needs, not our own. We will not sacrifice our client’s needs at the expense of profitability or responsiveness.

We believe you will not be purchasing an accounting software solution but a relationship that will be crucial in implementing whatever solution you choose.

Contact Paul Cusano CPA by email or call 315-960-5050.

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