We are pleased to announce the release of Sage 500 ERP 2024.0! 

What's New

Our team continues to provide comprehensive compliance updates—including critical Sage ISV compliance, as well as customer and partner-inspired enhancements—to help you streamline operations, manage with insight, and grow your business. 

The 2024.0 release is designed to make your time in Sage 500 more user friendly, efficient, and secure. Upgrade today to gain more insights into your day-to-day operations, make better decisions, and improve profitability.

Global

• Add ability for doc transmittal to send through exchange using OAuth / Multi Factor Authentication
  • Sage 500 now has a protocol to use Exchange with OAuth which includes 2 factor authentication. However before using the method you may want to consider the impact.
• Doc Transmittal
  • Over the past years customers have been desperate to decrease the frequency of entering the document transmittal credentials. We accommodated this around 2017 and even had many customers get hot fixes due to the strong desire to reduce the credential issue.
• OAuth
  • With the OAuth process the tokens are only valid for about 1 hour and get extended about 30 minutes beyond the last send. This could potentially dramatically increase the frequency of time that credentials must be entered and approved. This token will be encrypted and stored and attempted to be reused upon any new doc transmittal send process. The failure of a send using the token stored will trigger a new credential sequence.
• 2 Factor Authentication
  • Customers who have multiple users dealing in the same Document Transmittal process areas will need to have a process in place to deal with it.
    • Option 1: Have all uses who deal with Document Transmittal with the Email account used for processing, have the 2 factor Authentication application installed on each user’s device. Then whenever the Authentication process is used – all users will get notified to authenticate the Sage 500 Upgrade Guide 4 Accounts Payable connection. In this case there will need to be a protocol for handling this (if you did not enter the credentials, do not approve or deny).
      Option 2: Change to only have one user handle document transmittal for that section. (vacations/out of offices situations will be an issue)
  • There are other more user friendly ways to deal with this, such as using an SMTP potentially 3rd-party emailing option and use SMTP as your protocol for the Doc Transmittals, that you may want to consider.

Accounts Payable

• Track unused/voided AP check numbers for audit purposes
  • A BIE Voided Checks is added for auditors to view voided check records in Sage 500 system.
  • Sage 500 version 2024 now has the ability to track when check printing has been proclaimed a failure and the check numbers are then skipped and not used in the future causing a gap in your check numbers in essence being voided.
  • These failed checks will now be available through a Business Insights View showing the Check and stub information of “Voided checks”. In the BIE they can be filtered or information being displayed can be modified to show information that the end user is looking for.

Accounts Receivable

• Add Invoice Status to selection criteria for Reprint Invoice
  • Customers could reprint only for open invoices so they can be re-sent if necessary, without having to manually screen out only those that are active.

Data Import Manager

• Add SQL 2022 Support for Data Import Manager
  
  • Sage 500 version 2024 now has the ability to use Data Import Manager with SQL 2022, New DLL and objects need defined.

System Manager Enhancements

• Add Filtering capability to Task List application
  • Filtering is added to the task list (SM | Tools | Task Editor), it is more important than sortable. On the task Editor there is now an area to select a column to filter on and value to filter on. This will help when trying to find a specific Task that you want to modify.
• Extend the IM security event 'Exceeding the authorized limit on the order amount' functionality to PO module
  • The IM security event 'Exceeding the authorized limit on the order amount' functionality has been extended to PO module; Sage 500 allows to save both Enter Purchase Orders and Maintain Blanket Purchase Orders with Override Maximum Buyer Amount.

Sales Order Enhancements

• Add a Customer Return form
  • In case of where Sales Order is being used for Will Call or POS, producing a return form immediately is added.
• Add Print/Email Customer Return task
  • The brand-new Print/Email Customer Return task is added to pair with the newly added Customer Return form functionality. The design is following RMAs process.
• Edit shipments memo form when the user clicks on Preview icon or print icon system does not display the report
  • Printing from the Edit Shipments Memo area will now display the report when clicking the print icon.

Note: More information about the release can be found in the Release Notes.  

Our commitment

Sage 500 is one of Sage’s most established offerings and a market-leading ERP solution. Sage is committed to the continued growth and stability of Sage 500 through customer and partner-inspired product enhancements, updates to keep your tax and payroll compliant, and in close alignment with our ISV partners, Avalara (sales tax) and Aatrix (1099 processing) to ensure your Sage 500 solution is always in compliance with integrated apps and functioning optimally. 

Learn more about how Sage 500 helps your business get tremendous value DS - Value of Sage 500 - 2024.03.pdf.

Download instructions 

Important: If you use third-party products that integrate with Sage 500 ERP, check with the vendor of your third-party product to ensure their product is fully compatible with this release. If you connect with other Sage products, check with your business partner or Sage to ensure that these components are compatible. 

To get the latest Sage 500 ERP release, contact your Sage business partner or download the release from the Sage Knowledgebase: 

• Click the link below to access your product and documentation: 
  • Sage 500 ERP 2024.0 Download Portal 

• Follow the steps under Log on to the Sage Knowledgebase 

Need help? 

Visit www.Sage.com/Resources for options, including links to Sage Knowledgebase, Sage City, Sage University, and Sage Year-end Center, as well as Chat and Online Case submission. 

Questions? To start (or join) a discussion about this topic, please visit the Sage 500 General Discussion Topics forum.