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  • Getting customer data from sage100

    I need to get customer data from sage100 using .Net code. I went through https://help-sage100.na.sage.com/2018/FLOR/index.htm but could not understand the functions as there was no clear instructions. I managed to get data from two columns using a sample…
  • Paperless Office intermittently fails to send Invoices, but indicates "Y"

    We are struggling with an intermittent problem in Paperless Office; sending SO Invoices in Customer Viewer. The system will indicate the invoices have been sent with a "Y" yet they never hit our Exchange server. Our company has a Sage 100 Advanced V2023…
  • B/fwd row on customers sale tab

    We have a couple of anomalies which have previously gone unnoticed. They affect any customer that has had a refund. For example, customer A had a refund back in November 2015 (8 years ago) the value of the refund was £1122.64. If we look at the sales…
  • interest charges

    I am new to sage accounting...i would like to process and bill out interest charges on my outstanding receivables. I can't find where/how to do it. Any insight would be great. thanks
  • Customer Category

    When running reports, there is an option to run customer list filtered by company category. I located in maintain A/R parameters here categories can be established. But I can not find any information in Sage Knowledgebase as to how company category…
  • Sage BusinessVision 2023 SBE Bug Report - Duplicate Customer Records created in POS Module

    We have reported this bug on several occasions dating back to 2019 but it still exists as of Oct 03, 2023 After adding a customer in the POS module, and creating a sale, then pressing the tender button, the payment details screen pops up. (The customer…
  • Creation of New Non-Financial Site that should only be warehouse and have no financial impact on existing company or sites.

    We need to create a warehouse site (Non-Financial Site), that should not have any link to the company's financials and inventory once the delivery is done. on the other hand, the site should only receive the items, and send the partial deliveries upon…
  • Updating Contacts give this error, Sage Accounting API

    Hi, Im triying to update Contacts using the API and Im getting the next error: "validation" : { "errors" : [ { "field" : "tax_number", "message" : "must be blank" }, { "field" : "tax_number", "message" : "Format must match '123456789XX1234 (15 characters…
  • last updated ship to address

    Is is possible to see who last created/changed a ship to address on a customer? I know normally you can right click, system info, and see the "last updated by..." but this doesn't seem to work in Ship-To address.
  • Maintain Cutomers

    Has anyone else had an issue entering customers, getting a message saying Customer Id already exists in Sage?
  • CONTOBJ treatment failed on dossie/folder validation on Homologation

    When trying to create/duplicate a customer in the customers function in the homologation dossier. We found error on @X3.TRT/CONTOB looking for rd_tiv funcion wich not found. We're trying dossie valitation, but we're found the same error. Version 12.0…
  • Please fix your Support Chat portal

    I'm getting this error when trying to talk to Sage support chat. I have tried three different times. PLEASE FIX!!!
  • Allow more than one customer to use the same Sales Order No.

    Sage 50 currently does not allow you to have two customers with the same Sales Order No. Currently, if you already have a customer sales order entered with Order No. 123 and another customer happens to use the same Order No. 123, then the Sales module…
  • Having customer's phone number's automatically show up in transaction windows, along with all their other personal info.

    So currently when you add a new customer into your system with name, address, phone #, etc., and you go to create a sales order or invoice under that name, all the customer's info that you entered will show up under the billing info and ship to section…
  • Payments with Order - Non base currency

    We have many customers who pay % deposits so we use the payments with order function a lot. Unfortunately this is not possible for customers set up in non base currencies. We propose that Sage is updated to be able to process payments with orders for…
  • Customer Statements

    I believe I have the Sage Accounting Business Cloud Accounting Start plan - Am I able to generate a statement for customers showing their total outstanding amount ?
  • SL Customer | Transactions | Query

    Hi all Where is the query data field stored? Many thanks
  • Last Updated Field in Customers/Price Lists not recognised as a date field so cannot be sorted by date

    I called Sage support and they were unable to help with this issue and suggested I raise it here. - Select Customers Module - Click Price List - Price list has the headers: Name/Description/Last Updated/Currency Issue: 'Last Updated' looks…
  • Customer Information

    Morning In the customer account, we can find this field under trading. In which table is this stored? Kind Regards
  • Sage 50 to JobBoss Integration ? Help ?

    We recently purchased "JobBoss" an ECI manufacturing ERP software. Have any Canadian users with Sage 50 used this software?
  • Upgrade to batch invoicing (Customer module) needed to enable much quicker invoicing

    Hi, These days majority of us use Excel templates to upload data to SAGE 50. The issue I would like to raise with SAGE is uploading 'batch invoices' (Customer module). Invoices uploaded via excel spreadsheet (or just posted on SAGE as batch) do not…
  • Credit Control for Customer in Sage x3

    We have enabled Credit Customer for Customer in Sage X3 V11. When we run Credit Hold /Credit Release function, it reinstates the 'Credit Check', if its 'Hold' customer, if credits are cleared. If the user wants to 'Hold' a customer for another business…
  • Promote to Sage 300

    Hi we are having an issue with our Sage CRM and promoting to Sage 300. We haven't used this function before resulting in a lot of duplicate customers being in CRM. This is because we have them entered as prospects and then we sent them up as actual…
  • Switching between multiple Contacts within a single customer when creating Quotes and Invoices

    When creating quotes and Invoices we regularly need to switch between customer contacts to ensure that the correct name appears on the invoice. This is usually for larger organisations where the cost centre is the same but the department or person requesting…
  • Adding my account number with a customer onto an invoice

    I'm new to sage, so this may be obvious but I can't find out how to do this. I have created a customer, and when I invoice them I have to include my "supplier reference" they give me on all invoices etc. This reference is longer than the reference field…