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  • Creating AR Aging in Sage Intelligence Sage 100 Advanced

    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…
  • inventory

    when i have old sage i can do customizing page when i needed, when i updated new sage 50 software, it is not able to customizing, it is default back the same, for example, when open the inventory it is missed item code and quantity and once added…
  • Customize picking slip

    Hi Can someone please help me with the following: I want to change my pickings lip to show a column with the expiry date of the selected lot on the picking slip, in order for me to know which product to select from shelf. I also want to show a…
  • Customization for Loyalty/reward points - SAGE 200 Evolution

    Hi, One of my client is using Sage 200 Evolution POS system. He wants to add some customisation to the system i.e. adding loyalty rewards for his clients. What he wants is whenever sales invoice gets generated through SAGE system, it should fetch the…
  • Move Fields from Additional to Main Tab

    With 4k monitors and a lot more screen room we would like to move some information from the "additional" tab to the "main" tab in inventory and accounts receivable so we don't have to flip back and forth between tabs to see everything we need. I was working…
  • Sage 100 2018 Customizer question PO Receipt of Goods Date UDF to post thru to IM Cost file

    Sage 100 2018 Customizer question All Inventory items are FIFO Valuation Client wants a Date UDF added to the PO Receipt of Good Lines I added the Date UDF to the PO Receipt of Good grid I need to know the steps on how to get this Date UDF to post thru…
  • SO entry screen

    We just did the SAGE 2021 update and something all of our people are finding an issue with is In SO entry screen under the lines tab we used to be able to have the columns in the order we wanted and have what we wanted to see and it would remember it…
  • Email Invoices Automatically

    We have Sage Evolution version 7.20.6.000 - is there an option/setting inside Sage for invoices and credit notes to be automatically sent only to certain customers when processing? (We have several people invoicing 24hrs and can't ask them all to remember…
  • Download/Install Error - Accounting Custom Layout Designer for Windows

    I have been trying to Install Accounting Custom Layout Designer for Windows for the past month to adjust our invoicing templates but having absolutely no luck, even after a long email thread with support agent as well as a lengthy online live chat with…
  • I want to print an Accounts Receivable Invoice History report sorted by Customer Type.

    I need to print an Accounts Receivable Invoice History Report sorted by Customer type. I have created the UDF for Customer Type and added to all the work and history files. When I run the report just selecting invoice dates I get my report showing the…
  • How to add or remove fields in the user display of Invoices and Sales Orders

    Hello, I have added a field of "Service Period" on the Custom Design of Invoices and Sales Orders. However, this field display only after printing. I would like to: Add: Service Period from the User display before printing Remove: Discount % from…
  • Header Print Area

    We have a lot of information in our header tab already and when we print our sales order the space is mostly allocated. We have a new UDF field that we need to create and I am trying to figure out a place to put this new information, was hoping in the…
  • Restrict access to standard report settings?

    Is there a way to restrict access to standard report settings while allowing employees access to custom settings? We recently upgraded to 2018 and use the Job Cost Module. The Job transaction detail report is something we use frequently but since we upgraded…
  • Customer Loyalty Programs

    My company is looking into B2B customer loyalty software programs. We use Sage as our POS and have ran into some road blocks with software integrating-- does anybody currently use a customer loyalty program that has worked well hand-in-hand or completely…
  • Custom Layout Designer - Comment over multiple pages

    I used the Custom Layout Designer to design the quotes, pro-forma and invoices. The standard comment field at the bottom of the document is long(for my specific client). When multiple pro-forma lines are added(under description), the comment field are…
  • Custom Layout Designer - Cannot preview changes

    Am running the latest Designer, but can't find where to preview the changes I've done? The online help shows a preview button, but "no can see"! Am I being stupid or does this not exist? Tx
  • How to use the same UDFs in PO ROG and IM Transaction Entry

    I have nearly 30 UDFs in PO Receipt of Goods Detail file and linked to posting/update files, work files and history files. These are working great. Staff wants these same UDFs to appear in IM Transaction Entry for Receipts for those items without a…
  • How to run bat file followed by VI job and Sage Tasks from a single command

    I need to run all the following in sequence 1 Run MS Access Macro - I have a bat file that does this nicely 2 Import data into 'Production Entry'- I have a VI Import job that works 3 Launch 'Production Register Update' panel - I see this can be…
  • sage one cant export bank details

    FormerMember
    FormerMember
    Hi everyone. I am struggling to export the bank details I spent hours loading into Sage one. You can extract Allot of details but not what I need. I tried creating a user field which I named Bank account, Br code and bank name and was hoping there…
  • Div Zero message when trying to create calculated field in Business insights Explorer.

    I want to create a calculated field (say Gross Margin) in the Item View Explorer. Calculation would be (Standard Price- Last cost)/Last Cost. However there are several items that do not have a last cost yet because there has not been any inventory produced…
  • how do I add the email address from AR_CUST to open sales order report?

    I am trying to add the email address field from the Customer Master File (AR_CUSTOMER) to the open sales order report so that as we ship items clients can get email with tracking number from our shipping software. I have attempted to add the ar_customer…
  • HOT KEYS available?

    Does anyone use "HOT KEYS" in Sage 100? This would be a way to quickly use, for example <shift> <F4> to print the phrase "FREE FREIGHT" once preloaded so that we don't need to type "FREE FREIGHT" completely every time we want to add this line as a comment…
  • Inventory Script for Sage 100 ERP 2015 Premium SQL

    Hi, I am trying to update a Script that worked in MAS 200 Version 4.5 (NON SQL). We've upgrade to Sage 100 ERP 2015 Premium (SQL) and now it does not work. Here is a copy of the script that worked when a button was clicked in Inventory Maintenance.…
  • BOM Header changes via BOI?

    Hello and thank you in advance for your help and advise. I am trying to create a program that uses the BOI to insert a RMA at the time of arrival. The issue I am running into is the BOM is set to "inactive" in Bill of Materials Maintenance. What…
  • UDF Descriptions Disappearing

    I have been noticing an odd issue over the past few months and I'm wondering if anyone else has seen it. Over the last 3 months or so I have had 28 UDF descriptions (that I have noticed) disappear from the panels they have been placed in. The fields are…