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  • Unable to add 6th Company Database in Sage 300 2022 Advanced Edition Database Setup

    Hi friends, I have a strange issue at a site operating Sage 300 2022 Advanced with Product Update 7 installed. I am receiving the "Cannot create the database profile." error when attempting to add a 6th company database into Database Setup - irrespective…
  • How to set up Resale of Insurance Products

    We do not have any inventory per se, we sell insurance policies from different carriers and the company gets an override from the sales. How do I set this up in Sage? I want to be able to track each Independent Agent , the Carrier they sell from and which…
  • How do i add my bank account to my sage 50

    Hello, I am trying to figure out how to set up my bank account and paypal business account to my sage 50, can anyone help
  • Row Level Permissions

    Hi, Can anyone advise how to increase a limit of row level permissions (Parameters --> Users --> Users --> Organisation) in user setup? It is set to 10 in my organisation and I need to be able to add more to some users. Thanks Ania
  • Price Level by Customer Maintenance

    I am trying to get into the setup option "Price Level by Customer Maintenance" but am receiving and error message. Is there somewhere where I can enable this option?
  • Have a problem accessing the company data in network

    Hello, I have a Simply Accounting Premium 2008 version. I have recently added another computer to the network (the 2 computers are connected using an Ethernet cable) and I have access to the company data and back up from the second computer (read/write…
  • What is the purpose of the following: Substitution product "Field SBSITM / Screen ITS [ITS]" VS Alternate product "Field RPLITM / Screen ITM2 [ITM2]" in "Product"

    Hello All, Can someone explain the reason for these two fields listed in the subject in "Products" screen. I've read the basic break down's from "F1" help, but we are looking for more real world examples and purposes of these two fields. Could either…
  • Account Credit Application

    Is there a way to set up my invoicing to automatically apply the Customer's account credit to their invoice? This would be SO HELPFUL, instead of having to create the invoice, then go and receive the credit against it, then reprint the credited invoice…
  • Change Administrator - New User

    As a new user to Sage50, I must update the administrator role. The previous administrator is no longer an employee as of 2021. Yes, we were not aware of this role in Sage50 until recently. I need guidance on how to change/update. There doesn't seem…
  • Sales Price List By Customer Shipping Address

    Is there a way to set up price lists by the customer's city, zip, or state? Currently I only see the Ship To Address, which is the address code, and not necessarily helpful since this doesn't reference the customers' zip, city, nor state. I'd like to…
  • Multtiple New Jobs

    Hi, Is it possible to add multiple new jobs for all of our existing jobs that we have int he system? We currently set up 2 new jobs for every new job that we have. We now need a 3rd job for every existing job and to manually enter them would take forever…
  • Sage Accounting setup

    Hello, I am trying to integrate Sage into a clients application. I was following along with the setup guide for Sage accounting. I created all the profiles necessary but when I go to authenticate through postman into a created app I get a auth error and…
  • Sage 100 Contractor Setup

    Hi Is there any training provided/offered by Sage on setting up Sage 100 Contractors? Kind Regards
  • Written Down Value method configuration

    Hello, Can anyone guide me to configure the WDV depreciation method in Sage X3 V12?
  • Deactivating tax authorities

    Hi everyone, I started using an AP automotation software by Beanworks which is tied to our Sage 300 system. When I view our tax authorities within the Beanworks environment, it shows some tax authorities as inactive but when I go to the tax authorities…
  • Opening Multiple Companies - Changing Previous Choice

    The directions for opening multiple company files is very straight forward. 1. Open the first company. 2. Select File, and then either Open Company or Open Previous Company. 3. At the warning message, select Yes. 4. Select the next company you want…
  • New Company Set Up & License/Subscription Ownership Transfer to New Company

    Does the annual fee for Sage 50 Quantum Accounting include the ability to set up multiple companies? I need to manage two different companies under one license but will eventually need to transfer the license from the current company to the new company…
  • Trolley Build Function Sage

    I am wondering if anyone out here has had any experience with the trolley build features with Datalinx? We are thinking of exploring "picking to slot", "Trolley Build", "picking to Carton" functions in our warehouse. Would love to pick someone's brain…
  • Setting up Database for students at our university (trying to help our professor)

    Hi. We need help getting our database setup. I did some reading on it and even though I understand technical things pretty well I did not quite get it. As I mentioned in the title this is for a class we are taking in Computerized Accounting and we all…
  • Access Level of Sage Users - What Does Your Company Do ?

    I'm curious to know how other companies use Sage. We currently have 1 person who can do everything - all posting, deleting, voiding, etc. This is also the only person who can cut checks and post adjusting entries straight to the general ledger. We have…
  • Antivirus Exclusion for Sage

    I have got a server where I would like to install antivirus. I have got sage X3 installed on the server. Can someone please provide me any advice on how should I move forward with this? Are there any important files/folder that I need to exclude…
  • Positive Pay Bank File Definition - Separate Detail Lines per Column

    Customer's bank wants the Excel file generated with the check details to have each required field in a separate column. Does anyone know how to specify this within the Bank File Definition?
  • Dimension Codes Not Flowing From Supplier Record to Supplier Invoice

    Common Data >> Bps >> Supplier, Financial Tab, Analytical Dimensions Currently only codes listed in AX1 flow through to the supplier invoice (Supplier BP invoices). How do I change the other dimensions to flow through to the supplier invoice as…
  • Production Scheduler Sage X3

    Hello, We have been using the Sage X3 with production scheduler and production scheduler is the most important tool for our operations and work order planning. Sage X3 version : Enterprise Management V 12.0.19 Production Scheduler : 6.0.2014…
  • Delivery Notes Report - default values

    Where do you assign the defaults for a report? Specifically, when I print the BONLIV report I want it to default the customer value from the record so that I don't have to change the parameter lines each time. Where do you make these kinds of default…