Browse By Tags

We need a multi company Aging Report and want to create it in Sage Intelligence reporting. I am assuming I cannot use the A/R Aging work file as it only works when run in Providex. Right? I did try that file in SI and came up with no data. I am not surprised…

Is there a way to build custom explore views. For example, If I go into Business Insights > Explorer am I able to create one of those views from scratch?

I am wondering if there is a way to make a custom view from the business insights explorer a shortcut within the Explore Tab? am I able to put a custom view in here somehow as a shortcut?

We are attempting to copy over all of our customized to fields from a test company to a brand new company. Is there an easy way to copy over the customized fields and panels while creating the company?

I've created a UDT in AP. Populated the data and then created a UDF in AP Invoice Detail. The Code field appears from the table but i cannot select it. what needs to be changed? UDT AP Invoice Detail UDF in AP Thanks for your assistance…

As I slowly work my way through customizing our Sage 100 Advance instance, Sage City has been the greatest resource! Thank you all! I am working with the Open Sales Order Report now and stuck on suppressing some items in the report. The end goal…

Hello, New to Sage... Probably the answer is very simple but I simply can't figure it out: How do I make a custom form (such as estimate or invoice) the default form? I am unable to save the customized form in the default folder (it says I do not have…

I created the following script to populate ShipWeight$ in the CI_Item table when either of 2 UDF's are changed. I am now receiving an error 88 type mismatch (error window below). Any thoughts? START OF CODE Dim retVal Dim cpwgt Dim cpwgtstr Dim…

I have added a button script to the SO Invoice Data Entry MAIN panel and was wanting to make looking up an invoice that has already been batched a little quicker. Essentially, instead of the user typing the invoice # they would type the sales order…

When I use Sage 100 Customizer to add customized panel, I noticed each panel has a W version, eg, In the task of Sales Order Entry, there's a DMAIN and a DMIANW. What's the difference between the two? Can I set the default display to be DMAIN instead…

Just discovering the power of Custom Office (I'm a newb). I am running into a wall with one particular item. I have worked my way through creating user defined fields and tables and can successfully customize panels in screens and modules, but I'm stuck…

We are on Sage 100c 2019 and I'm trying to find out a way, that when BOM Production Entry is launched and we go to the lines tab, that the line sequence is NOT alphabetical/numeric ascending (which appears to be the default), but based on the way the…

Hi everyone, I'm using Sage 2013 I've added a new tab to the Sales Order module in Main > Invoice Data Entry I've added fields/UDFs (some are already ones that existed), but I'm unable to add to anything in this tab or figure out how to get some of…

I am trying to get an event trigger when an item quantity changes so I can perform a real time update in a UI. I have tried setting Post Write Events on IM_ItemWarehouse and IM_ItemTransactionHistory, but although I can see the DB Tables changing/updating…

Hello, We are wanting to further specify Quote orders as 'New', 'Converted', or 'Expired'. Is it possible to add an entry to the 'Order Status' drop down in sales order entry? I'm assuming I will need to do some script/UI customizations to complete…

We just hired a remote team member to process orders that drop ship either entirely or partially or are fulfilled electronically. Our current work flow revolves around paper and that doesn't work any more. Have you built or found an Order Manager…

Updated from Sage 100 Standard to Sage 100 Premium. Need to supply vendor name on job cost invoice. for customer. JC_InvoivoWrk only supplies Vendor id and Division id. How best to link JC_InvoiceWrk to Vendor File to get Vendor name in database

Hello, I am in the process of building a "Change Tracking" system for Sales orders which tracks any changes to a specified list of fields. To do this, on a Table Pre-Write script I simply gather the information from the So History record and compare…

Is it possible to automatically email our customers when their invoices become past-due? We are trying reign in our A/R and at 45 days after the invoice is issued, it would be awesome to have our system auto-send a notification/reminder to the debtor…

I am trying to make a custom report in Business Insights Explorer that shows: Item Code Item Description Product Line Quantity on Sales Order Total Quantity on Hand But I cannot link a "Qty. on Sales Order" column to the rest of the report…

Is it possible to write data into different company within some Sage 100 company. For Example add a button on Sales Order Entry to copy order to secondary company. I know how to do it outside of Sage with a script but not sure if session to different…

The question is: can Paperless Office receive scanned in documents and attach them to / associate them with a Customer Maintenance record? ..Or any other way to associate files with a Sage Customer account? Thanks very much!!!