Sage 100 ERP Demo of the Common Information Tasks – View CI Reports, Module Options and Sage 100 Support Overview Information

Business Information Systems is a Sage Authorized Partner, Sage Reseller, Sage Certified Consultant, support and solution provider for the sage 100 erp common information module

sage 100 erp authorized partner reseller and technical support provider for the common information module Common Information Overview

Sage 100 Common Information (CI) Demo Support & Overview Information

In this BIS Sage 100 Common Information Demo Series, your will become familiar with module setup, integration, and user support options. As with all Virtual Tour Demos you can navigate and explore all the Sage 100 Menu tree items that are accessible from the Sage 100 Explorer Menu: review the main maintenance tasks, discover reports powered by Crystal Reports for Sage, view module options for setup and configuration, view the file utilities, and learn about how to customize screens using the Custom Office Module, including how to add UDFs and UDSs to a user interface screen panel to optimize and automate process management. After this Demo series, you will see first-hand how flexible and effective Sage 100 ERP Software Processing can benefit your business.

Sage 100 Common Infomrmation Module Menu Links Sage 100 Common Information Module Menu Links…show list…

  1. Main Menu:
  2. Bank Information,
  3. Miscellaneous Inventory Items,
  4. Memo Codes for AP, AR, GL, PO and Inventory Modules, and
  5. Inactive Reason Codes.
  1. Reports Menu:
  2. Miscellaneous Item Listing Report,
  3. Miscellaneous Item Listing by Period Report, and
  4. Miscellaneous Item Listing Detail Transaction Report.
  1. Setup and Configuration Menu:
  2. Common Information Options, and
  3. Unit of Measure Conversion.
  1. Utilities and File Maintenance Menu
  2. Purge Obsolete Extended Descriptions, and
  3. Purge Item History.

sage 100 erp accounting software support for the common information main menu tasks Main Menu

Sage 100 ERP CI Main Menu Demo & Support

About the Common Information Main Menu

In the following section view all tasks, reports, utilities and support information associated with CI Main Menu.

Sage 100 Common Information Main Menu Splash Image

Bank Code Maintenance Bank Code Maintenance

The Common Information Bank Code Maintenance Task is used to establish multiple cash accounts to which receipts can be deposited and checks drawn.

Bank Code Maintenance Overview Information. Bank Code Maintenance Overview Information

  1. Information maintained for each bank account also includes a description, bank identification number, and the general ledger cash account to debit when receipts are deposited.
  2. You can also select default forms to use for printing Accounts Payable checks for each bank code.
  3. You can also maintain separate accounts and specify which account will be used when performing Payroll Data Entry and Check Printing.
  4. You can select a specific account by selecting the appropriate bank code.

Sage 100 Setup OptionsSetup & Integration Options

  1. For each company, you can set up multiple bank codes, each representing a separate bank account.
  2. The bank code is identified by a letter (A through Z) or a number (0 through 9), allowing up to 36 bank codes for each company.
CI Main Menu Support
UI Bank Code Maintenance Task
Bank Code Maintenance Account initialize ui.
Bank Code Maintenance initialize UI.

Miscellaneous Item Maintenance. Miscellaneous Item Maintenance

The Common Information Miscellaneous Item Maintenance Task is used to add, view, or maintain miscellaneous items, charges, and comment items. An item code can be a product part number, an abbreviation, or any other code identifying your products or services. The general ledger account number for sales, cost of goods sold, purchases, inventory, and manufacturing cost postings can be defined for item codes.

Sage 100 Overview Information for Miscellaneous Item Maintenance. Sage 100 Overview Information for Miscellaneous Item Maintenance

  1. You can determine whether items are posted to a particular account number, or to a substituted account number where a subaccount serves as a segment substitution.
  2. You can also use Miscellaneous Item Maintenance to establish charge and miscellaneous items if you routinely bill customers for services that are not inventory items.
  3. You can type standardized comment lines. Commented item codes allow you to print comments on sales orders, invoices, purchase orders, receipts, returns, material requisition issues, and bill of materials component lists.

Sage 100 Setup and Integration OptionsSage 100 Setup & Integration Options

  1. If the eBusiness Manager module is installed and set up for the current company, you can set up and enable access to your eBusiness Manager Web Pages for Miscellaneous Items and Charge Codes.
  2. Inventory item types can be maintained in Item Maintenance.
CI Main Menu Support
UI Misc Item Code Maintenance
Sage 100 Miscellaneous Item Maintenance Initiate User Interface Screen.
Sage 100 Miscellaneous Item Maintenance.

Click here to print to pdf the Sage 100 Overview Document for Miscellaneous Item Maintenance.

Click this link Sage 100 CI Main Menu to continue with the complete BIS Sage 100 Online Demostration Series of the Common Infomrmation Module to view detailed information of the Sage 100 Database Tables, Fields and Business Objects Interface.

Memo Manager Main Sage 100 Common Information Memo Manager Maintenance

The Common Information Memo Manager Maintenance Task is used to view, maintain, and manage memos system-wide. In Memo Manager Maintenance, you can define where memos can be displayed or maintained within the software.

sage 100 erp common information memo manager maintenance task user and support options User & Support Options

  1. You can specify a default setting for the automatic display of memos when accessing certain tasks.
  2. Note: The auto-display settings defined in Memo Manager Maintenance for the Default role can be overridden for individual memos in Override Auto Display Settings. After a memo is created, any changes made to the auto-display settings for a memo type do not affect the existing memo.
  3. Multiple types of memos can be defined per module.

sage 100 erp common information memo manager maintenance setup and integration optionsSetup & Integration Options

  1. Memos for modules not listed in the Memo Manager Maintenance window in the Module field are maintained in their applicable modules’ Memo Maintenance window.
CI Main Menu Support
UI Memo Manager Maintenance
Sage 100 Demo of Memo Manager Maintenance - Initiate User Interface Screenshot Demo.
Sage 100 Memo Manager Maintenance Initiate.

sage 100 erp accounting software support for the common information sales account tax maintenance task Common Information Sales Account Tax Maintenance

The Common Information Sales Tax Account Maintenance Task is used to set up registration numbers, exemption numbers, and general ledger account numbers for your business. The sales tax and nontaxable sales amounts are reflected on the Sales Tax Report or can be viewed by clicking Sales or Purchases, as applicable.

sage 100 erp common information sales tax account maintenance task user and support options User & Support Options

  1. Enter your company-specific registration numbers and exemption numbers for each tax code, if required.

sage 100 erp common information sales tax account maintenance task important information Important Information

  1. Entering a general ledger account for the tax code overrides the Sales Tax Code in Division Maintenance.
CI Main Menu Support
UI Sales Tax Account Maintenance
Screenshot of Sales Tax Account Maintenance User Interface Screen.
Sage 100 Sales Tax Account Maintenance Initiate UI Screenshot.

sage 100 erp accounting software for the common information inactive reason code maintenance task Common Information Inactive Reason Code Maintenance

The Common Information Inactive Reason Code Maintenance Task is used to set up the reasons customers or vendors are inactive.

sage 100 erp common information inactive reason code maintenance task user and support options User & Support Options

  1. The inactive reason codes can be used in Customer Maintenance and Vendor Maintenance.
  2. Inactive reason codes are printed on the Customer Audit Report and Vendor Audit Report, and they can be viewed in Customer Inquiry and Vendor Inquiry.
CI Main Menu Support
UI Inactive Reason Code Maintenance
Sage 100 Inactive Reason Code Initiate User Interface Screenshot.
Sage 100 Inactive Reason Code.

sage 100 erp accounting software authorized partner reseller and support provider for common information sage reports Reports Menu

Sage 100 ERP CI Report Menu Demo & Support

About the Common Information Reports Menu

In the following section, you can see BIS and Sage, support and training information for all Sage 100 task and report menu items infolded within the Sage 100 Explorer Reports Menu.

Sage 100 common information reports authorized support training reseller and solution provider

sage 100 erp accounting software support for the common information miscellaneous item listing crystal report Common Information Miscellaneous Item Listing Report

The Common Information Miscellaneous Item Listing Report provides a list of miscellaneous item, charge, and comment code information.

sage 100 erp common information miscellaneous item listing report user and support optionsUser & Support Options

  1. When printing miscellaneous items and charge items, you can also select to print the general ledger accounts, internet item information, and historical information.
  2. The history information can be printed for a particular fiscal year and accounting period and includes period-to-date, year-to-date, and prior year sales and/or purchases information.
  3. When printing comment code information, you can select to print partial or full comment text, or no comment text at all.
  4. You can sort the report by item code or item description.
  5. You can select all modules or any combination of modules to provide a listing of miscellaneous items, charges, and comment codes that are allowed to be used in that particular module, and select to print only Internet Items.
  6. You can also enter a selection of item codes, item descriptions, and user-defined fields (UDFs) to print.
  7. By entering these selections, you can obtain a list of items that allows you to identify pertinent information.
CI Crystal Reports Support
UI Misc Item Listing Report
Sage 100 Report parameters selection screen - Sage 100 Miscellaneous Item Listing Report.
Sage 100 Report parameters selection screen – Sage 100 Miscellaneous Item Listing Report.

sage 100 erp accounting software support for the common information miscellaneous item history by period crystal report Common Information Miscellaneous Item History by Period Report

The Common Information Miscellaneous Item History by Period Report is used to print miscellaneous item history by period for a specified fiscal year.

sage 100 erp common information miscellaneous item history by period report user and support optionsUser & Support Options

  1. You can sort the report by item code, total dollars sold, total gross profit amount, total gross profit percentage, and total cost of goods.
  2. The total column, which is the total of all periods, prints after the last period for each item selected to print.
  3. You can enter a selection of item codes, total quantity sold, total dollars sold, total gross profit amount, total gross profit percent, total quantity received, and total cost of goods to print.
  4. You can also print prior year data on the report if it exists and each item code on a separate page.
CI Crystal Reports Support
UI Misc Item History By Period Report
Sage 100 Report parameters selection screen - Sage 100 Miscellaneous Item History By Period Report.
Sage 100 Report parameters selection screen – Sage 100 Miscellaneous Item History By Period Report.

sage 100 erp accounting software support for the common information miscellaneous item transaction detail crystal report Common Information Miscellaneous Item Transaction Detail Report

The Common Information Miscellaneous Item Detail Transaction Report is used to print a detailed listing of miscellaneous, charge, and special items. All sales, receipts, issues, adjustments, and transfers are shown.

sage 100 erp common information miscellaneous item detail transaction report user and support optionsUser & Support Options

  1. This report can be sorted by item code or item description.
  2. You can select to print all item types, or a combination of charge, miscellaneous, or special items.
  3. Information detailed on the report includes the item code, transaction date, item description, customer or vendor number, transaction type, sales unit of measure, purchase unit of measure, quantity, unit cost, extension amount, reference number, reference date, item quantity totals, item unit cost totals, and item extension totals.
  4. You can enter a selection of item codes, item descriptions, and user-defined fields (UDFs) to print.
CI Crystal Reports Training
UI Misc Item Detail Transaction Report
Sage 100 Report Parameters selection screen - Sage 100 Miscellaneous Item Detail Transaction Report.
Sage 100 Report Parameters selection screen – Sage 100 Miscellaneous Item Detail Transaction Report.

sage 100 erp accounting software authorized partner reseller and technical support for the common information module setup support and training Setup Menu

Sage 100 ERP CI Setup Menu Demo & Support

About the Common Information Setup Menu

In the following section, you can see BIS and Sage, support and training information for all Sage 100 task and report menu items infolded within the Sage 100 Explorer Setup Menu.

sage 100 common information setup authorized support training reseller and solution provider

sage 100 erp accounting software support for the common information module set options task Common Information Module Options

The Common Information Module Options Setup Task presents a series of options that allow you to maintain features most appropriate for your business.

sage 100 erp common information module setup task  setup and integration optionsSetup & Integration Options

  1. Some of these options are defined during new company setup using the Common Information Setup Wizard, but can be further maintained in this window.
CI Setup & Configuration
UI Module Options
Sage 100 Common Information Module Setup Options Support.
Module Setup Options Support

sage 100 erp accounting software support for the common information unit of measure conversion maintenance task Common Information Commodity Code Maintenance

The Common Information Commodity Code Maintenance Setup Task is used to to maintain a list of commodity codes, which are used for Level 3 credit card processing in the Sales Order module. After entering commodity codes in this task, you can associate them with inventory and miscellaneous items. Select a commodity code, and then click Apply to assign the selected code to an item or a range of items

sage 100 erp common information unit of measure conversion maintenance user and support optionsUser & Support Options

  1. You can use the conversion factors established for a unit of measure to automatically enter equivalent sales and purchase units of measure.

sage 100 erp common information memo manager maintenance setup and integration optionsSetup & Integration Options

  1. The factors entered in this option are used in the Item Maintenance, Product Line Maintenance, and Transaction Entry
CI Setup & Configuration
UI Commodity Code Setup Options
Sage 100 Common Information Commodity Code setup options.
Commodity Code Setup & Maintenance

sage 100 erp accounting software support for the common information unit of measure conversion maintenance task Common Information Unit of Measure Conversion Maintenance

The Common Information Unit of Measure Conversion Maintenance Setup Task is used to define the relationships between various units of measure. For example, this task defines a gross as containing 12 dozen or 144 single units. For any given unit of measure, equivalent units of other measures are defined in this window. Because a gross, 12 dozen, and 144 single units all represent the same total number of items, each of these measurements is classified as equal.

sage 100 erp common information unit of measure conversion maintenance user and support optionsUser & Support Options

  1. You can use the conversion factors established for a unit of measure to automatically enter equivalent sales and purchase units of measure.

sage 100 erp common information memo manager maintenance setup and integration optionsSetup & Integration Options

  1. The factors entered in this option are used in the Item Maintenance, Product Line Maintenance, and Transaction Entry
CI Setup & Configuration
UI Unit of Measure Conversion Maintenance
Sage 100 Common Information Module Setup Options Support.
Unit of Measure Conversion Maintenance

sage 100 erp accounting software authorized partner reseller and support for the common information utilities module setup support and training Utilities Menu

Sage 100 ERP CI Utilities Menu Demo & Support

About the Common Information Utilities Menu

In the following section, you can see BIS and Sage, support and training information for all Sage 100 task and report menu items infolded within the Sage 100 Explorer Utilities Menu.

  1. Purge Extended Descriptions
  2. Purge Item History
  3. Recalculate Item History

sage 100 common information utilities authorized support trainnig reseller and solution provider

sage 100 erp accounting software support for the common information purge obsolete extended descriptions utility Common Information Purge Obsolete Extended Descriptions Utility

The Common Information Purge Obsolete Extended Descriptions Utility is used to remove obsolete extended descriptions for the selected company.

sage 100 erp common information purge obsolete extended descriptions utility task setup and integration optionsSetup & Integration Options

  1. Extended descriptions are optimized to use less storage.
  2. A single copy of an extended description is stored for each item until it is edited, either in Item Maintenance or a data entry window.
  3. When an extended description is edited, a new extended description record is created. Because extended descriptions can be used by multiple tasks in multiple modules, they are not cleared during data entry updates or file purges. This may result in obsolete records.
  4. Purge Obsolete Extended Descriptions detects and removes obsolete records from the common extended description data files.
  5. Note: It may take several minutes to complete this process.
  6. The Activity Log Report is updated with the date, time, company code, user logon, and a message that the Purge Obsolete Extended Descriptions utility was run.
CI Utilities & File Maintenance
UI Purge Obsolete Extended Descriptions
Sage 100 Common Information Utilities Purge Obsolete Extended Descriptions.
Purge Obsolete Extended Descriptions.

sage 100 erp accounting software support for the common information purge item history utility Common Information Purge Item History

The Common Information Purge Item History Utility is used to remove data from miscellaneous item history.

sage 100 erp common information purge item history setup and integration optionsSetup & Integration Options

  1. This utility can be run from the Common Information or Inventory Management module.
  2. If you have Inventory Management installed, the utility will purge both miscellaneous and inventory item history.

sage 100 erp common information purge item history utility important information Important Information

  1. Back up your data before performing this purge.
  2. The System Activity Log is updated with the date, time, company code, user logon, and a message that the Purge Item History utility was run.
CI Utilities & File Maintenance
UI Purge Item History
Sage 100 Common Information Utilities Purge Item History.
Purge Item History.

sage 100 erp accounting software support for the common information recalculate item history utility Common Information Recalculate Item History

The Common Information Recalculate Item History Utility is used to recalculate item history for all fiscal or calendar years (depending on the inventory period option selected in Inventory Management Options) and the beginning balances for each year.

sage 100 erp common information recalculate item history utility task cautionary data change Setup & Integration Options

  1. If you have miscellaneous items, similar miscellaneous item transaction data is used to recalculate the miscellaneous item history information.
  2. If the Inventory Management module is installed, the item history is recalculated based on the option selected in the Base Inventory Periods On field in the Inventory Management Options window.
  3. If the Inventory Management module is not installed, item history is recalculated based on the fiscal year settings in Fiscal Year Maintenance.
CI Utilities & File Maintenance
UI Recalculate Item History
Sage 100 Common Information Utilities Recalculate Item History.
Recalculate Item History.

sage 100 erp common information recalculate item history utility important information Important Information

  1. Because detail transaction history and period posting history are directly related, the Recalculate Item History utility can be used to recalculate and realign item balances based on transaction data, if for example, the period posting history table becomes damaged. The item history for each warehouse, customer, and vendor are also directly related to this transaction information and is recalculated at the same time.
  2. Recalculating item history may affect the item quantity, sale amount, and receipt amount displayed on the Item Maintenance History tab and inventory history reports.

click to view the sage 100 erp demo of the common information recalculate item history utility data update This utility will affect item history information in the following Tasks and Reports:

sage 100 common information utilities recalculate item history for tasks and reports support and training

The System Activity Log is updated with the time, date, company code, user logon, and a message that Recalculate Item History utility was run.


sage 100 erp accounting software support for the common information crystal reports custom reports Custom Reports Menu

Sage 100 ERP CI Custom Crystal Reports Menu Demo & Support

About the Common Information Custom Crystal Reports Menu

About this cr

sage 100 common information crystal reports authorized support training reseller and solution priovider

sage 100 erp common information custom reports menu custom crystal reports Custom Crystal Reports

About Sample Crystal Report

sage 100 erp common information crystal reports help and supportUser & Support Options

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CI Crystal Reports
UI Custom Reports
Sage 100 Common Information Crystal Reports.
Crystal Reports.

sage 100 erp accounting software support for the common information visual process flows setup Visual Process Flows Menu

Sage 100 ERP CI Custom Visual Process Flows Menu Demo & Support

About the Common Information Business Insights Custom Visual Process Flows Menu

About this vp

sage 100 common information visual process flows authorized support training reseller and solution proivder

sage 100 erp accounting software support for the common information visual process flows Common Information Visual Process Flows

About Sample Visual Process Flows

sage 100 erp common information visual process flows help and supportUser & Support Options

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CI Business Insights
UI Visual Process Flows
Sage 100 Common Information Visual Process Flows.
Visual Process Flows

For support questions and more information about the Sage 100 ERP Common Information Features and Benefits, contact Business Information System - a Sage 100 Authorized Partner, Sage 100 Reseller, Sage 100 Certified Consultant and Solution Provider. Have Sage 100 CI Support Questions? Contact Brian Parker at BIS.

For support questions and more information about the Sage 100 ERP product questions, contact Business Information System – a Sage 100 Authorized Partner, Sage 100 Reseller, Sage 100 Certified Consultant and Solution Provider.

Thank you for visiting the Sage 100 Common Information ERP Page at BIS on bisnets.net

  • Regards,
  • Brian Parker
  • Business Information Systems Inc.
  • call: (858) 449-5947
  • e-mail: bparker@bisnets.net

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