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  • 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?
  • SO_ShipToAddress Ship To Code Modification

    Hello everyone, We are trying to merge similar customers in SAGE 100 2020, and we have discovered that ship-to addresses with the same shiptocode are being overwritten by the source shiptocode if they are identical. Is there any way to modify the shiptocode…
  • customizing the invoices tab in customer maintenance

    Is it possible to change the order of the columns or delete a column not used in customer maintenance under the invoice tab We never use the Disc Date or the Discount amount is it possible to move them to the last columns or remove them from the view…
  • Duplicate customer entries

    How do you prevent Sage 100 from creating a duplicate entry in CRM, or how can you ensure that Sage 100 searches CRM prospects when a sale is made so you prevent a duplicate entry in CRM
  • Change Zip Code in A/R Account-Zip Code doesn't exist. Zip Code is in Library Master Setup

    Sage 100cloud Standard 2020 Ver. 6.20.0.1 (Zip Code in question 95037-Morgan Hill, Ca) When I attempt to change the zip code for a customer in the A/R Customer Maintenance module, I receive a message: Is this a new Zip Code? When I select No…
  • Auto-emailing past due invoices

    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…
  • Can you trigger a script to open Customer Inquiry when clicking on Totals tab in SO Invoice Data Entry?

    I am not well versed in scripting, but I know it can do a lot of wonderful things. I'm hoping this will be possible. I have a customer that creates credit memos but they do not always apply them. They would like a way to checking their customer's invoices…
  • Customer Memos

    FormerMember
    FormerMember
    I'm looking for a way to mass edit/delete memos in customer maintenance in accounts relievable. I'm trying to clean up and delete memo codes so it will be more organized to pull reports. I currently have to look up everyone's account and manually delete…
  • Paperless Office Input options - Possible to Scan or Attach a PDF to existing Customer Maintenance account?

    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!!!