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I often get a PO for a client, but they pay via a ProForma. So, if I create a Sales Order, I have to dispatch the goods in advance to create the invoice. So, for these, I enter the Invoice directly. However, with just an invoice, I don't seem to be able…

Hello All, I've been trying for the last two months to figure out a way to automatically distribute lot numbers by FIFO in S/O invoice data entry using visual integrator. We don't create a sales order before creating the invoice. Each of our inventory…

Hi, I import invoices with a c# program that I made using the SDK. It's working fine, but time to time I need to create an invoice with 0$ total. I'm able to create a sales order and manually transform the sales order to an invoice. Is there a way to…

Hi all, I have a situation where I need to set the document number of Sales Order Invoice programmatically and its a success. But the problem is, the NextInvoiceNumber keep incrementing even though it is not used for document number. This is my setting…

We use UDFs on our Invoices to populate fields with both product codes and lot numbers. If those items are already part of the products invoiced, all is good. If we have to manually enter product codes or lot numbers, we have a weird issue. I'll try to…

I need to setup a process to manage short term rentals. I have investigated the lease contract option, but it requires Fixed Asset setup and a large amount of transaction overhead. The best option I have found thus far is to use a Loan sales order followed…

Hello , We are new to using Sage 100 and have a few questions . After our sales people process a sales order we then go into Shipping data entry and then print the invoice. At the end of the day , we then update the register. My question is , how…

Cannot find any answers online for this.. Is there a way to convert sales orders to an invoice without showing the backordered items on the printed invoice? Any help is appreciated. Thanks

Hi Expert, Currently, I need to customize my sage 50 software, something like add user defined field to sales order and sales invoice, create a customize form that I can define this page display and fields and logic. Could anyone show me some lights…

We want to know if there is a way to set certain line items in an sales order to not print on any forms. We want to do this to track packaging materials used to fullfill an order. We clearly do not want to have the packing used to show up on invoices…

We have a client who would like to create an invoice for items that are scheduled to be shipped later. Any thoughts on how to accomplish this?

We have many sample orders that go out at no cost. Is it best to have one master account, then add shipping locations for each order? What is the best practice for keeping an inventory of those items?

I have set up a Service Item Number code (Box), the item description is 'Boxed'. This is for informational purposes on the Sales order/Invoice. The system requires an amount in the Order column & back order column before you can post the order. We want…

Is there a way to keep track of materials used and labour for a project on excel and export it into sage as a sales invoice? I have been weeks trying to figure out the easiest way to keep track. I could use time slips to keep track of labour but it doesn…

Is there a way to prevent Sage from printing invoices that are $0 or under a specific amount? We would like to save on postage by only sending out invoices with balances over $1. We are using (Sales order - > Invoice Printing) to print the invoices…

Currently, we're on Sage 100C 2017 v 5.4, this was a recent upgrade from v 4.9 last September. One of our user is noticing that deleted orders in the SO Shipping Data Entry batch is showing up in the SO Invoice Data Entry batch that is billing to the…

I am trying to hide certain field that come up on the invoice screen Cost Price and Margin columns on sales orders and invoices. How can I do that

We are considering using a 3PL company pick, pack, and ship some of our orders. The 3 PL would download the orders from us on a daily basis and each day send back a file with information on all the orders they shipped. This file would contain the line…

Is there an easy way to have customer invoices carbon copied (or blind carbon copied) to the salesperson when we use Paperless Office to send them to the customer? It seems like the only way is to set them all up as an additional e-mail address in Paperless…

We sell nationally via Amazon Marketplace, and because our parent company has locations in all 50 states, we are required to collect taxes on all 50 states. When we get an order from Amazon, it already has the correct sales tax for State, County, City…

We are in the process of an overhaul of our sales / production processes, switching from a made to order on production items, to an inventory management view. Previously, our sales order and job hard files were one in the same, we will now be splitting…

Hello, We are implementing some new charges for the new year and would like to begin using the Miscellaneous Items feature. I've set up my Charges and have tested adding them during a sales order creation on the Lines tab. Seems to work great, except…

I am working on creating a script to automate the creation of S/O Invoices. It is creating the first invoice without issue, but the second invoice (and everyone after that) has an issue with the Job No even though I am starting a new invoice. If I run…

New account, this one we will doing all quotes, billing and job costing ect for client. They have several jobs already in progress, some billed some not. For those I have not completed a quote/proposal since already in progress. Two are complete that…