Sage 100 Version 2026 is now available. Let’s explore some of the newest features and key enhancements that are included in the latest release.
New Sage 100 AI Help Agent
The new AI-powered Sage Help Agent provides quick answers to common Sage 100 questions such as “How do I reverse a check”, “How do I fix a bank reconciliation imbalance”, and similar queries. On the Home tab, simply click the Sage Help Agent button to use the agent in your Desktop browser. Alternatively, you can also access the agent on the Information Center page.
Currently, it’s essentially limited to providing answers derived from the Sage 100 Help files. Eventually, the Help Agent will likely expand its reach to the Sage 100 Knowledgebase and more broadly on the web. But for now, it’s a pretty handy way to get quick and easy answers to common challenges and step by step processes in Sage 100.
Currently, it’s essentially limited to providing answers derived from the Sage 100 Help files. Eventually, the Help Agent will likely expand its reach to the Sage 100 Knowledgebase and more broadly on the web. But for now, it’s a pretty handy way to get quick and easy answers to common challenges and step by step processes in Sage 100.
Enhanced Inventory Tracking and Pricing
A collection of new or enhanced features aimed at streamlining inventory management as well as lot/serial number tracking were rolled out in Sage 100 2026.
Expanded Lot/Serial Number Field
The lot/serial number field has expanded from 15 to 50 characters across most of the modules that deal with inventory. This was a popular request from customers that submitted their feedback through the Sage 100 Ideas website.
Lot/Serial Number Conversion Utility
Because existing lot/serial numbers are not automatically converted to the new 50-character length (mentioned above), a new Lot/Serial Number Conversion Utility has been added to the Utilities menu. Use this utility if you want to convert your existing numeric lot/serial numbers to the new length of 50 characters.
Expanded Price Level Field
Another idea requested by Sage 100 customers includes expansion of the Price Level field from 1 to 15 characters across several modules, forms, tasks, and reports that track and manage inventory.
Expanded Package Tracking Number field
The Sales Order Package Tracking Number field has been expanded from 30 to 40 characters to fit the longer tracking numbers used by shipping carriers and services, such as FedEx Ground and DHL eCommerce.
Track Lot Code Source
You can now track lot code source and country of origin for items on the FDA Food Traceability List (FTL) that must be tracked per the Food Safety Modernization Act (FSMA). The lot code source is a 50-character alphanumeric field that identifies the location where the original lot code was assigned.
Expanded Lot/Serial Number Field
The lot/serial number field has expanded from 15 to 50 characters across most of the modules that deal with inventory. This was a popular request from customers that submitted their feedback through the Sage 100 Ideas website.
Lot/Serial Number Conversion Utility
Because existing lot/serial numbers are not automatically converted to the new 50-character length (mentioned above), a new Lot/Serial Number Conversion Utility has been added to the Utilities menu. Use this utility if you want to convert your existing numeric lot/serial numbers to the new length of 50 characters.
Expanded Price Level Field
Another idea requested by Sage 100 customers includes expansion of the Price Level field from 1 to 15 characters across several modules, forms, tasks, and reports that track and manage inventory.
Expanded Package Tracking Number field
The Sales Order Package Tracking Number field has been expanded from 30 to 40 characters to fit the longer tracking numbers used by shipping carriers and services, such as FedEx Ground and DHL eCommerce.
Track Lot Code Source
You can now track lot code source and country of origin for items on the FDA Food Traceability List (FTL) that must be tracked per the Food Safety Modernization Act (FSMA). The lot code source is a 50-character alphanumeric field that identifies the location where the original lot code was assigned.
Sage 100 Global Search
Previously, Sage 100 would perform searches within specific modules when looking up records like customers, vendors, or inventory items. But with the new Global Search button located on the Home tab, you can now search across modules and your entire Sage 100 system to find the information and records you’re looking for (yet another idea submitted by customers and implemented in the product).
Enhanced System Security and Performance
First, password validation and security have been enhanced in Sage 100 2026 through various new options and setup screens. Plus, you can set the number of hours the software can be inactive before a user is automatically logged out.
Second, users can click the new Show/Hide button next to each Password field in Sage 100 to double-check the value you're entering. After tabbing off the Password field, the password can no longer be viewed.
Third, you now have the option to retain an audit trail of all changes, deletions, and additions to role and user information.
Lastly since Microsoft ended support for the 32-bit Windows platform last year, Sage 100 2026 is now fully-transitioned to a 64-bit application which offers better performance and scalability going forward.
Second, users can click the new Show/Hide button next to each Password field in Sage 100 to double-check the value you're entering. After tabbing off the Password field, the password can no longer be viewed.
Third, you now have the option to retain an audit trail of all changes, deletions, and additions to role and user information.
Lastly since Microsoft ended support for the 32-bit Windows platform last year, Sage 100 2026 is now fully-transitioned to a 64-bit application which offers better performance and scalability going forward.
Customer and Community-Requested Features
Sage 100 2026 is packed with new or improved features that were originally inspired by feedback from the Sage community including customers and Sage 100 Business Partners. Some of them are already covered above in this article. However, here’s a look at just a few more we didn’t mention previously.
Hyperlinks that Help You Work Faster
Hyperlinks to related tasks (i.e. Vendor Inquiry or Customer Inquiry) have been added in A/P Invoice History Inquiry, A/R Invoice History Inquiry, and RMA Inquiry, making it easier to access relevant supporting data while you work.
User-Defined Fields (UDFs) Are Now Flagged
To help you more easily identify tables that have one or more UDFs defined in User-Defined Field and Table Maintenance, the [UDF] tag now displays after the table name. You can also use the Table Search feature to search for UDF and all tables with this tag will display.
Improved Product Line Maintenance Workflow
The order of tabs in Product Line Maintenance has changed to support a more efficient user workflow. Lot/Serial is now the second tab, and Accounts is the third.
Consolidated Emails in Paperless Office
You can now consolidate multiple forms into one email for a specific customer or vendor and selected form. For example, if you're sending 10 invoices to a customer, then only one email with all 10 invoices will be sent instead of 10 individual emails.
See Also: How to Setup Sage 100 Paperless Office
Access Sales Order Memos in Shipping Data Entry
A Memo button has been added next to the Order Number field in Shipping Data Entry, making it easier to access sales order memos on the fly.
Print Sales Order Picking Sheets to PDF
You can now print Sales Order picking sheets to PDF and email them to recipients in the warehouse.
Hyperlinks that Help You Work Faster
Hyperlinks to related tasks (i.e. Vendor Inquiry or Customer Inquiry) have been added in A/P Invoice History Inquiry, A/R Invoice History Inquiry, and RMA Inquiry, making it easier to access relevant supporting data while you work.
User-Defined Fields (UDFs) Are Now Flagged
To help you more easily identify tables that have one or more UDFs defined in User-Defined Field and Table Maintenance, the [UDF] tag now displays after the table name. You can also use the Table Search feature to search for UDF and all tables with this tag will display.
Improved Product Line Maintenance Workflow
The order of tabs in Product Line Maintenance has changed to support a more efficient user workflow. Lot/Serial is now the second tab, and Accounts is the third.
Consolidated Emails in Paperless Office
You can now consolidate multiple forms into one email for a specific customer or vendor and selected form. For example, if you're sending 10 invoices to a customer, then only one email with all 10 invoices will be sent instead of 10 individual emails.
See Also: How to Setup Sage 100 Paperless Office
Access Sales Order Memos in Shipping Data Entry
A Memo button has been added next to the Order Number field in Shipping Data Entry, making it easier to access sales order memos on the fly.
Print Sales Order Picking Sheets to PDF
You can now print Sales Order picking sheets to PDF and email them to recipients in the warehouse.
Other Notable Enhancements
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Visual Integrator
The following changes were made in the Visual Integrator module.
Improvements in the Expression Builder
The following improvements have been made for creating complex expressions and calculations in the Expression Builder for import or export jobs.
New Operations in Import Field Properties
The Add Value and Subtract Value operations have been added in Import Field
Properties to perform on the import field. You can use these operations for numeric and
date fields only.
Improvements in the Expression Builder
The following improvements have been made for creating complex expressions and calculations in the Expression Builder for import or export jobs.
- When selecting a field or operator, the selected string is now inserted where the cursor is located in the calculation at the Expression Text field.
- The less than sign (<) and greater than sign (>) have been added to the list of Functions & Operators.
New Operations in Import Field Properties
The Add Value and Subtract Value operations have been added in Import Field
Properties to perform on the import field. You can use these operations for numeric and
date fields only.
Sales Order Module
Option to Suppress Zero Cost Warning Message
You have the option to suppress the Zero Cost Warning message that appears in Sales Order data entry with the new Role Maintenance security option, Display Zero Cost Warning for Miscellaneous and Special Items.
Option to Suppress Purge Message
You have the option to suppress the purge message that appears after printing the Daily Shipment Report with the new Role Maintenance security option, Allow Purging of Daily Shipment Report.
View Sales Order Total
The Order Total field has been added on the Sales Order Entry Payment tab and is available when entering a credit card deposit. The Invoice Total field has been added on the S/O Invoice Data Entry Payment tab.
Option to Print Lot/Serial Information
On the S/O Additional Packing List form, you now have the option to print lot/serial information for items, which includes lot code source and country of origin.
Option to Skip Prompt for Cancellation Code
The Cancel/Reason Code Req When Deleting Orders/Quotes field in Sales Order Options has been enhanced. You now have the option to skip being prompted for a cancellation code when a sales order/quote or line is deleted and a cancel/reason code is not required.
Access Sales Order Memos in Shipping Data Entry
The Memo button has been added next to the Order Number field in Shipping Data Entry. To use the Memo button, enable it in Memo Manager Maintenance.
You have the option to suppress the Zero Cost Warning message that appears in Sales Order data entry with the new Role Maintenance security option, Display Zero Cost Warning for Miscellaneous and Special Items.
Option to Suppress Purge Message
You have the option to suppress the purge message that appears after printing the Daily Shipment Report with the new Role Maintenance security option, Allow Purging of Daily Shipment Report.
View Sales Order Total
The Order Total field has been added on the Sales Order Entry Payment tab and is available when entering a credit card deposit. The Invoice Total field has been added on the S/O Invoice Data Entry Payment tab.
Option to Print Lot/Serial Information
On the S/O Additional Packing List form, you now have the option to print lot/serial information for items, which includes lot code source and country of origin.
Option to Skip Prompt for Cancellation Code
The Cancel/Reason Code Req When Deleting Orders/Quotes field in Sales Order Options has been enhanced. You now have the option to skip being prompted for a cancellation code when a sales order/quote or line is deleted and a cancel/reason code is not required.
Access Sales Order Memos in Shipping Data Entry
The Memo button has been added next to the Order Number field in Shipping Data Entry. To use the Memo button, enable it in Memo Manager Maintenance.
Paperless Office
Consolidated Emails for Customers and Vendors
You can now consolidate multiple forms into one email for a specific customer or vendor and selected form. For example, if you're sending 10 invoices to a customer, then only one email with all 10 invoices will be sent instead of 10 individual emails.
You also have the flexibility to zip multiple forms into a single attachment on consolidated emails, and you can schedule the delivery of consolidated emails using Task Scheduler.
This feature includes the following new options:
You can now consolidate multiple forms into one email for a specific customer or vendor and selected form. For example, if you're sending 10 invoices to a customer, then only one email with all 10 invoices will be sent instead of 10 individual emails.
You also have the flexibility to zip multiple forms into a single attachment on consolidated emails, and you can schedule the delivery of consolidated emails using Task Scheduler.
This feature includes the following new options:
- Consolidate E-mails check box in Default Delivery Options
- Consolidate E-mails for Customer check box and Consolidate E-mails for Vendor check box in Paperless Office Delivery Options
- Zip Multiple PDFs on Consolidated E-mails check box and Minimum Number of PDFs to Zip field in Paperless Office Options
- Deliver Consolidated Customer E-mails
- Deliver Consolidated Vendor E-mails
QUESTIONS ABOUT SAGE 100 2026?
We’ve only covered a selection of key new features in a large range of improved functions throughout the software. Be sure to contact your local Sage 100 Partner with your questions about Sage 100 2026 or to request help updating your system.
