How to Install and Set Up GetX Search for Sage 100 ERP

Installing and setting up GetX Search for Sage 100 ERP is a very straight forward process and can be performed successfully by anyone familiar with typical Sage 100 ERP installation procedures. Allow just 15-20 minutes to complete all the steps.

Prerequisites to installing GetX:

  1. Get administrative access to the server where Sage 100 ERP is installed.
  2. Obtain a network login and password and a Sage 100 ERP login and password. You need both of these logins to set up the indexing engine post-install. Make sure they have passwords that do not change frequently. Also, both logins should have administrative rights.
  3. Ensure your server meets the requirements of Microsoft .NET 2.0 or higher. Most servers current with MS service updates will already satisfy this need.

Instructional Video

Here is an instructional video (4 minutes 47 seconds in length) that shows all the steps needed to install and set up GetX Search for Sage 100 ERP. In case you didn’t know that Sage 100 ERP used to be called both MAS 90 and MAS 200, when the video says “MAS 90,” it means “Sage 100 ERP.”

Recap

Keys to a successful installation of GetX:

  1. Download the appropriate version from www.xkzero.com/ERP_search. (It supports Sage 100 ERP Versions 2017 back to 4.5 and the installer will work with Sage 100c, including Standard, Advanced and Premium versions)
  2. Install GetX like any other Sage 100 ERP module. (This must be performed on the Sage 100 ERP server.)
  3. Activate the GetX Module in Company Maintenance for each company for which you wish to perform data searches.
  4. Visit Role Maintenance and make appropriate settings for user role groups.
  5. Visit Modules/GetX /Setup/System Settings. Make any changes to the defaults, as appropriate, and click on “Register” to obtain your initial 30-day free license.
  6. Visit Modules/GetX/Setup/GetX Setup Wizard. Make any changes to the defaults as appropriate.
  7. Browse the ..\MAS90\GX folder and run GetXIndexService.exe. Right-click and select “Run as administrator.” Enter valid network login and password.
  8. Set the timer to indicate how frequently you wish to index data. Run the initial indexing.

Note: The initial indexing may take some time, potentially an hour or more, depending on the size of your database and the caliber of your server. Subsequent indexing will take place silently, behind the scenes by setting up the timer during the installation process.

If, for any reason, you need to remove the software, find instructions for uninstalling GetX here.

We believe that people perform best when they are confident, informed, and have a high level of trust in the tools they use. xkzero builds solutions designed for the best possible user experience, engineered in a flexible way to accommodate the needs of each individual and adaptable to the precise business rules that can vary industry by industry, company by company. If you find us failing to deliver on that, please let us know!

You’re now ready to use GetX and start saving time! Contact us at info@xkzero.com or 847-416-2009 with any questions!

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When You Know What You're Looking For.

GetX – When You Know What You’re Looking For

Top 10 Reasons to Include GetX in Every Sage 100 ERP System

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GetX provides a whole new way of thinking about your system. Using this tool, you enter data first, then GetX takes you wherever you need to go. We broke down the benefits during a Webinar to introduce GetX for Sage 100 ERP to Sage business partners. Here, we pass them along to you:

Top 10 Reasons to Include GetX in Every Sage 100 ERP System:

  1. Free-30 day trial for anyone
  2. Installation and set-up done in 15 minutes
  3. Won’t break any customizations or 3rd party code
  4. Supports Sage 100 ERP versions 4.5 to 2015
  5. Reduces time to perform almost any look-up
  6. Increases every user’s confidence in Sage 100 ERP
  7. Major competing products, from Quickbooks to Netsuite to Epicor to Sage X3 to SAP, already have GetX-like search.
  8. Free install assistance always
  9. Price is about 25 cents per user per day.
  10. Everyone already knows how to use it.

Top 10 Reasons to use GetX

 

To learn more, here is the full recording of the Webinar, “An Introduction to GetX.” (52:46)

Lastly, here’s the 11th and most important reason to include GetX with every Sage 100 client opportunity—new, upgrade or anyone: Customers love it!

Here is what several customers and xkzero business partners have said about GetX:

“My client loves it to death.”

“If your client wants to look up something quickly…use GetX.”

“You should include (GetX) on every deal.”

“Groovy!”

“I feel like a kid on Christmas morning. This solves everything I didn’t like about Sage 100.”

“This is a killer app.”

“Put us on the list of pumped up resellers!”

“We have a client who is hot to trot and ready to buy GetX today.”

“I would describe this as a game changer.”

“I don’t know what I would do without GetX at this point.”

“We rely on it heavily in our customer service area.”

If you are not getting the information you need out of your ERP, you need GetX!!! It puts every bit of your information at your finger tips in an easy search format. The fun begins when you start figuring out how many ways it will save you money!!!!

Register now for these free Webinars!

Are you aware of our summer promotions? Contact your xkzero account representative or email us at info@xkzero.com for more information.

Join the fun this summer with xkzero! 

 

 

Steps to Uninstall GetX

Quote

At the conclusion of your trial period, if you choose to proceed without GetX for Sage 100 ERP, you can uninstall the application by following the steps below.

Looking for instructions to install GetX?  Click here.

After the basic steps, we have added some helpful notes, so please read all the way down.

To uninstall GetX, the steps are as follows:

1. First, you need to ensure that the Scheduled Task for indexing is removed.

NOTE: If you have never set up GetX for indexing, you can skip this step.

You can remove indexing as a Scheduled Task either through the Sage 100 server, or via Windows.

Sage 100 Server Option:
Log onto the Sage 100 server.
- Navigate to the GX folder where MAS90 is installed: …\MAS90\GX\Service\
- Right-click ‘GetXIndexingService.exe’ and ‘Run As Administrator’
- Under ‘Windows Service’ set the Schedule to ‘Never’ and hit ‘OK’

Windows Option:
- From Windows ‘START’ go to Control Panel > Administrative Tools > Tasks Scheduler
- Delete ‘GetXIndexingService’

2. Once the service is removed, you can remove the module like any other Sage 100 module.

To remove the GetX module from Sage 100, follow these steps:

a) From Sage Desktop go to Library Master > Company Maintenance

b) Select a company where GetX is Activated and hit ‘Remove.’ Check the box for GetX and then hit ‘Proceed.’ Repeat for all companies for which GetX is activated.

NOTE: The ‘Remove’ button is disabled for the company for which you are currently logged in. You may need to switch your user to another company.

c) Go to Library Master > Setup > System Configuration. Hit the ‘Uninstall’ button on upper right. Select ‘G/X’ and hit ‘Delete.’

To clean up any remaining files, remove the …\MAS90\GX folder.

——

***NOTE: On occasion, for reasons we don’t understand, Sage will not allow you to delete the company data for GetX even though you are not in that particular company.

At that point, the only thing to do is to manually delete the data. We recommend renaming the folder …\MAS90\MAS_ZZZ\GXZZZ (where ZZZ is the 3 letter company code). Then, if everything goes well you can delete it. This is simply a precaution.

Once this is done you should be able to Uninstall the module from System Configuration.

Please let us know if you have any further difficulties!

At xkzero, we believe that people perform best when they are confident, informed, and have a high level of trust in the tools they use. xkzero builds solutions designed for the best possible user experience, engineered in a flexible way to accommodate the needs of each individual and adaptable to the precise business rules that can vary industry by industry, company by company. If you ever find us failing to deliver on that, please let us know!

Contact us at info@xkzero.com or 847-416-2009 with any questions!

Introducing xkzero Digest

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Today, we launch the xkzero Digest, a periodic electronic publication designed to keep you informed of industry topics, technical updates and product and event announcements related to mobile technology for Sage ERP systems. In addition, we’ll write about custom development-related subjects, and provide information that helps inspire you to apply the best technology, at the right time, for you and your clients.

Focus: What You Want to Know

While we already have many topics and articles we’re excited to share with you, we also invite you to let us know about subjects of interest to ensure that we continue to focus on things that matter most to you.

We’re at a Technology Crossroads

As we embark on 2015, the world of ERP and accounting software systems is without a doubt at a crossroads. The world of business management systems into which many of us

Team xkzero is focused and ready!

Team xkzero is focused and ready!

entered 20 or 30 years ago—where a single consultant would sell and install the system, perhaps even set up the server as well as conduct the set-up and training—becomes more of a faint memory with each passing year.

Conversely, in today’s specialized business world, those who create the most value concentrate on a particular specialty. At xkzero, we have that kind of clear focus—it’s all about mobile ERP—and it’s our wish that this dedication benefits each and every one of you.

Pushing Boundaries and Yielding Rewards

These days, the businesses that push boundaries with technology reap the greatest rewards. Whether your clients use Sage ERP X3, Sage 100 ERP and/or Sage 500 ERP, we think xkzero can help you create new revenue streams, not to mention customer satisfaction and loyalty.

xkzero Digest Content

Our first issue of xkzero Digest introduces our new director of technical services, Alnoor Cassim, and also includes a guide to help you install and set up GetX Search so you can win more new customers and delight existing ones.

All the best for a great 2015!

Paul

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How to Cross-reference iSales 100 in Sales Order Entry

The ability to take an order any time, from anywhere is a beautiful thing. A mobile sales app that does not require an Internet connection lets you fulfill this promise.

Here’s a tip to make integrating iSales 100 with Sage 100 ERP a smooth process:

You may need to cross-reference the temporary order number that iSales 100 generates to the sales order numbers in your back office Sage 100 ERP system. One example: You print a receipt on the spot, so your customer makes the payment based on the temporary number assigned by iSales 100.

If the order is assigned two numbers, will this cause confusion? Not at all! There’s an easy way to find your transaction.

Simply add a User Defined Field (UDF) for the iSales 100-assigned number in your Sage 100 ERP system.

Add a User Defined Field with these 3 simple steps:

1.  Create a Sales Order Header UDF with the field name ISALES_ORDERID.  This should be Data Type “String” and a length of 10.

2.  Add the UDF to your Sales Order Header panel.

3.  Enjoy being able to cross reference your iSales 100 temporary ID with Sage 100 ERP Sales Order #s!

Bonus: If you are using GetX Search for Sage 100 ERP (and why wouldn’t you be?!), you can search the iSales 100 ID# in a free-form fashion. Be sure to visit the GetX Setup Wizard and enable the checkbox for the UDF under the Sales Order Header table.

Just like that, you now not only have great customer service from anywhere with iSales 100, but you’ve also combined it with incredible back office efficiency using GetX. Sounds like a winner to us!

 

At xkzero, we believe that people perform best when they are confident, informed, and have a high level of trust in the tools they use. xkzero builds solutions designed for the best possible user experience, engineered in a flexible way to accommodate the needs of each individual and adaptable to the precise business rules that can vary industry by industry, company by company. If you ever find us failing to deliver on that, please let us know!

Contact us at info@xkzero.com or 847-416-2009 with any questions!

FAQs: GetX Search for Sage 100 ERP

GetX Search for Sage 100 ERP
Frequently Asked Questions

  • Who should use GetX? Every Sage 100 ERP user benefits from GetX.
  • What sort of things can GetX make faster?  We’ve found at least 32 things in the Sage 100 Idea Site alone that GetX can make faster.  Read more here.
  • What is searchable by GetX? GetX indexes dozens of tables using the Sage 100 ERP business object framework, plus the Payroll Employee Masterfile. This excludes Payroll, Job Cost, Work Order, Time Card and MRP.
  • If I have 3rd party add-ons, can they be searched?  Any data field added, whether a User Defined Field or a field added by a 3rd party developer, that appends the data dictionary of a searchable table can be enabled for search.
  • What are the search methods available?   http://erpappsblog.com/methods-for-searching-sage-100-erp-with-getx/ this post describes and illustrates all of the search methods available using GetX in Sage 100.
  • Where does the indexed data reside? The GetX indexed database is created in the ..\MAS90\xxx_GX\ folder where ‘xxx’ is the company code.
  • How large is the indexed database? The indexed database will be roughly one-quarter to one-half of the size of the data files being indexed.
  • How long does it take for GetX to index the data?  At the time of installation, initial indexing could take several hours. Note that users will need to be out of the system for an extended length of time during this process. xkzero recommends installing the software after business hours.
    Subsequent indexing, however, will happen unattended and will only take minutes or seconds.
  • How frequently is the data indexed? You can control the frequency of data indexing, ranging from once per minute to once per week.
  • Where to download? Visit www.xkzero.com/ERP_search to learn more about GetX and to download the free thirty day trial!
  • What are the system requirements for running GetX, including the free trial? —Sage 100 ERP version 4.5+
  • —Server: Microsoft .NET 2.0 or higher
    —No special hardware requirements in addition to the Sage published guidelines for Sage 100 ERP
  • How do I obtain GetX support? Clients with current maintenance subscriptions, and those installing the free trial can send requests any time via email: GetXsupport@xkzero.com.
    Or, call phone support at 847-416-2009 from 8:30 a.m. – 5:00 pm CST.

We believe that people perform best when they are confident, informed, and have a high level of trust in the tools they use. xkzero builds solutions designed for the best possible user experience, engineered in a flexible way to accommodate the needs of each individual and adaptable to the precise business rules that can vary industry by industry, company by company. If you find us failing to deliver on that, please let us know!

Contact us at info@xkzero.com or 847-416-2009 with any questions!

 

 

The Only Time Universal Search Matters in Your Accounting System

People ask us when it’s a good time to use GetX, our so-called universal search tool for Sage 100 ERP.

This is what we tell them: “Use GetX when you know what you’re looking for.” Also, when what you’re looking for is not calculated data, there is a good chance GetX is the way to go.

In other words, if what you’re seeking is actually in the system (as opposed to a report or a graph that gets calculated when you run a report or a dashboard), GetX can likely provide the information, and more choices about what to do with it, faster and with less hassle than the way you’re using Sage 100 ERP today.

GetX - When You Know What You're Looking For

GetX – When You Know What You’re Looking For

It’s a whole new way of thinking about your system. A better way. Better not in the sense that every single little thing you do will be improved, but better in the way that everyone on your team, by using universal search, will be more confident with Sage 100 ERP. They will work faster, find it easier to detect and correct data errors in the system, and be more confident using the system.

Consider why we use Google in the first place. We turn to Google because when we know what we’re looking for, we likely don’t want to type this in more than once: http://www.whattheheckis07rt7thisiml00king4.com/donttryme/

The same holds true with another huge collection of data—your accounting/ERP system. Whether your Sage 100 ERP database is 255 million MB or 1.5 TB, universal search will make your system better.

While others navigate menus, folders, tasks, screens, tabs, and buttons, GetX users simply enter the data they know they are seeking and immediately start taking action.

Which do you think is faster? Which do you think is better for customer service, or internal communication? If you were training a new employee to use your Sage 100 ERP system, do you think they would gain more confidence, faster, if they could rely on a search tool similar to Google?

By comparison, traditional navigation seems a little like keeping the data behind a bolted door with 5 padlocks.

GetX Search for Sage 100 ERP by xkzero. You might be pleasantly surprised by what you find.

Contact us at info@xkzero.com or 847-416-2009 with any questions!

 We offer a no obligation, 30-day free trial. Installing GetX is a snap.  

In Customer Service, Does Speed Matter?

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To your customer, speed just might matter. In our social media-driven world, customers expect you to be able to respond immediately to their requests.

So if you’re dinking around the menus and screens of your order entry system, hunting and pecking for the information your customer needs, don’t assume they’re happy to wait.

Fortunately for users of Sage 100 ERP, you’ll be able to respond to your customers in a snap with GetX. If you haven’t had the experience of a Google-like tool in your system, you’re making your customer wait unnecessarily. Contact xkzero at info@xkzero.com or call us at 847-416-2009 for your free trial.

If you would like to learn how xkzero can help bolster your customer service department, please call us at 847-416-2009 or email us at info@xkzero.com.

GetX Versus the Sage 100 ERP Idea Site

Sage 100 ERP (MAS 90/200) Idea Site:  https://www11.v1ideas.com/SageERP/MAS90and200

Maybe you’re not aware of the Idea Site run and monitored by Sage. It’s one of the resources they use to help determine which features to add to future releases.

As of this writing, the community has shared 1,740 ideas and cast 27,464 votes in hopes that Sage will give them ample consideration. (The #1 requested idea? Bring back PDF versions of user manuals: 271 votes. Seriously.)

Well, here’s some news worth noting – xkzero has a universal search app, called GetX, that can single handedly wipe out a good many of the requested features.  You might even find GetX to be the single most valuable feature you could possibly add to Sage 100 ERP.

Consider this:  Out of the 1,740 ideas on the site, 360 of them reference ideas related to “search,” “find,” “locate,” “look for,” “look up” and “access.”

In other words, 21% of the user ideas submitted to improve Sage 100 ERP can potentially be addressed by a universal search application.

Furthermore, those 360 search-related ideas generated 11,889 votes, representing 43% of all votes cast on Sage’s idea site.

I’m not suggesting that each and everyone of these ideas would be solved by universal search. We have not researched each request in that level of depth, but the point is, a great deal of user frustration could be resolved with one solution.

Did you know that universal search functionality is now standard in Sage ERP X3 Version 7? That’s right. Furthermore, Sage chose the same search technology (Lucene) xkzero selected for use with GetX back in 2011. We think that’s pretty cool.

Here is a quick list of 32 of those feature requests for which GetX would pretty much be a no-brainer solution:

  1. Enter customer PO# then directly access the sales order.
  2. Access contacts without first selecting the customer.
  3. Access ship-tos without first selecting the customer.
  4. Access Item Vendor Maintenance more quickly.
  5. Conduct an ad hoc search of UDF fields.
  6. Search by email address in customer masterfile.
  7. Speed up inquiries.
  8. Search within a search (multiple criteria at once).
  9. Access Google search engine.
  10. Search by serial number.
  11. Search vendors and customers with expanded criteria.
  12. Search invoice history by job number.
  13. Simultaneously search across all master records.
  14. When only alias item number is known, conduct an item code search.
  15. Search by check number in accounts payable (AP).
  16. Search by inventory item with enhanced description field.
  17. Search inventory item extended description fields.
  18. Find vendor alias item number.
  19. Search by vendor remit data.
  20. Use quick look ups (default to F2) for inventory, customers, etc.
  21. Look up customer check number.
  22. Quickly look up an item on a particular sale when you know the order number and item number.
  23. Find a part number based solely on the alias.
  24. Look up customer information by number or name.
  25. In accounts receivable (A/R), look up Invoices paid based on the customer check number.
  26. Search customer memos.
  27. Search customer by zip code.
  28. Search customer by phone number.
  29. Search inventory by other fields.
  30. Search for inventory by country (as user defined field).
  31. Search for comments in sales order.
  32. Identify duplicates (customer, vendor, or employee name).

What does this all mean?
One thing it means is there are hundreds of thousands of people that use Sage 100 ERP who spend way too much time looking for data. The good news is there is a solution that can be installed and set up in about 30 minutes that would save a lot of misery.

There is a lot of talk about the cloud and ERP, to the point that this is where most of the industry seems to be spending all of its energy and money. In our opinion, though, there are a great many areas where ERP can be improved to truly help small and mid-sized businesses grow. One of these ideas is universal search. We’re doing what we can to make that a standard feature for ERP. Mark my word, one day people will expect this from their system.

By the way, if you would like to know how many ideas meet the criteria of ‘cloud’ in the Sage site? Two. Cheers!

Would you like a free 30-day trial of GetX to see how many system headaches universal might solve for you? We’d love to hear from you! Contact us at @erp_apps, info@xkzero.com or at 847-416-2009.

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[This article has been updated from its original publication on April 4, 2013, and includes more current statistics.]

 

Expand Your Toolkit With GetX Search for Sage 100 ERP – Webinar

Sage 100 ERP business partners– here is a one-of-a-kind opportunity for you to win new

Unparalleled power with Sage 100 ERP

Unparalleled power with Sage 100 ERP

deals, increase the value proposition for upgrades, and improve the confidence and satisfaction your customers have with Sage 100 ERP.

Join us for a Webinar on June 25 (Sage 100 ERP business partners only)

Space is limited. Reserve your Webinar seat now. at: https://www3.gotomeeting.com/register/213763862

Looking for new ways to delight your prospects and customers with Sage 100 ERP? xkzero has developed a great new feature that makes Sage 100 ERP easier to use for everyone by helping to save time, reduce training and increasing confidence in their ERP. GetX provides universal (Google-like) search for Sage 100 ERP. It is so easy to install and configure, that even non-technical consultants can implement it in minutes!Whether you are trying to close new deals, or win upgrade projects, showing GetX is guaranteed to impress even the most experienced Sage 100 users. Join this webinar for a review of features plus a live installation of GetX for Sage 100 v2014.Do not miss this opportunity to expand your Sage 100 offering for your clients!

Attendees will receive:

• One year NFR (Not-for-Resale) license – plus, the installation/upgrade can be scheduled with xkzero as an additional training. [xkzero will shadow.]

• Recording of training

• Search term tables document

The following items are available at  www.xkzero.com/ERP_search. We encourage you to review them beforehand.

• GetX manual

• Brief overview video

• Free 30-day ddemo

Any questions, please contact Amanda Lubert, alubert@xkzero.com, 847-393-8486