I enter sales invoices as sales orders initially. Some of the orders have multiple projects. But there is no column to allocate individual lines to a project. Only the entire transaction can be added to a project.
Does anyone know if there is a setting…
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…
I am calculating a UDF (by script) on each SO Line. I need a script that will accumulate those Line amounts and save it to a header field. I'm hoping some smart guys knows how to do this.
I know how to add attachments to emailed invoices, but I understand all recipients get the same attachment.
How do I email invoices, each with it's own unique attachments?
Hi all,
We've been using Starship for years but in the last week have experienced major delays and performance problems EXCLUSIVELY with their integration (meaning other 3rd parties like ScanForce, Avalara, Paya, TrueCommerce, Insynch, etc.... are performing…
Hello, I am trying to get data about transactions made per account between dates and get information about related documents with transactions. Payable and receivable. So I need Purchase Orders and Sales Orders documents etc. What I know / discovered…
Can anyone please help find out ALL the ways possible to search for inventory items using "description" keywords, inside the sales order.
Say, there are hundreds or thousands of ID's, there is no way to know or remember them. But the users know the…
Hello
Does anyone know what the root cause of this break between the SO and PO Lines. Since we upgraded to 2022 version (Sage 100 Advanced 2022 7.10.2.03 64 bit) This scenario has occurred on a frequent basis. I know how to correct it; however, we would…
Hi, I've logged this error so many times with support. Do not get any feedback, therefore not sure they do anything on this query.
Every other day I have a day that I just cannot create, nor save, nor print a Sales Order (event when get client approval…
Hi there,
I really hope you can help me with something unusual that has been happening here for the past month.
We've been experiencing some issues with SO backorders. Normally, when we print the Pick Ticket and there isn't a sufficient quantity,…
I am working customizing Quote Forms using crystal reports and we have a standard text on each specific quote. This standard text will not show up on the sage preview. It is like somewhere in the report its blocking a view in some of the groups. Any Ideas…
I need my team to be able to see certain information on Sales Orders for a few product lines - is there a way to auto-generate comments on those products? Or would it be easier to implement extended descriptions to SOs instead?
Hi all,
We do most of our customer reports based off the GL_DetailPostings table.
I have a few reports filtered to only show "SO" module transactions and I pull in some additional data from the InvoiceHistoryHeader table but now am being asked to…
I'm on Sage 100 Standard 2020 (v6.20.1.0).
We create sales orders, and then after each sales order ships, invoices are imported into a SO_InvoiceHeader batch. When the batch is posted, all the sales orders are supposed to disappear from SO_SalesOrderHeader…
Hello,
I'm dealing with a situation that I'm not sure how to manage. Let me explain:
Suppose I have a Sales Order for a customer, in which I have only one line containing two units of a product that we produce. I also have a Work Ticket linked to…
Hi, We recently started using Evolution 200 and picked up a problem, where the system will automatically close an sales order even if partially invoiced. I know the system closes the sales order if everything is invoiced on that order, but it is doing…
Hi,
I am just wondering if there is some kind flag in Sage that will allow me to see if a Sales Order has been amended from the original details entered? if there isn't, would there be an easy way of doing this? ie the SOP number would go from 1234…
hello guys!!!
I have a trouble, im new in using SAGE100 but i can't identify teh difference between qty on Hand vs Qty after shipping SOs???
Someone help me to explain what is the meaning of qty after shipping SOs??
I mean, for example:
I can…
Hello,
Does any one know if there is a way in Sage 200 to copy a sales order from one customer account to another customer account without having to re-input all the products?
So as an example, one of the team has put a complete order on the wrong…
Can Sage X3 V12 be configured to automatically finalize (close) all Back Orders within the Sales Order module?
I have a client with a specific business requirement that prohibits any back orders once a partial shipment is created against a Sales Order…
Regarding our customer sales orders, we have multiple items that ship from different vendors. Is there a way to enter the estimated ship dates for each line item and then create a report to email to our customer? Currently we create an excel spreadsheet…
Hello everyone, I'm stuck on a problem. I wrote a script to run from a button on the address tab of Purchase Order Entry. I made a field to collect a Sales Order number that the user types in the clicks the button to generate the ship to address from…
I thought I'd done this before, but perhaps I haven't. The batch is empty. I've confirmed that. But the below doesn't delete it and the retval doesn't return an error. Am I missing something? I've confirmed that sBatchNo has the correct batch number value…
I am looking to sort my open orders in a specific way that I cannot figure out with the standard open sales order report/open orders by item report. I would like to sort all the open orders first by product line. Then when I have all the open orders for…
