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  • Open Sales Order Analysis

    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…

  • Sales order with bom details

    Trying to add the component location on the sales order with bom details, but it shows the location of the last item in the bom for every component in the bom. Has anyone else come across this or what I have done wrong?

  • I have used Sage for 30 years and need to utilize purchase order and inventory modules.

    Where do I start? We are a manufacturer and I purchase raw materials and sell the finished product. I currently use the sales order module for sales orders & invoicing. I need direction and recommendations.

  • Product Site Clarifacation on What the Logic is

    Hello, am wondering if someone can explain the logic behind Product Site Default Location setup? Problem: Snap shot above is how we are picking our apparel for replenish to work, but I don't think it's setup right 100%. Does anyone have any expierence…

  • Sales Order - Deposit Payment Type

    Hi, For one of our customers, we enter a sales order with the Deposit Payment Type of Pre-paid, but is there a way to see what GL account it is going to? I am trying to track from a previous order, and under the totals Tab that is where it mentions…

  • How to print Extended Description on Sales Orders?

    I was unable to find anything online, how can I print item's extended descriptions so they will show up on printed Sales Orders? Or alternatively how can I increase the 30 character maximum that the SOs will currently print? Thank you for the help.

  • Inventory Adjustments - Profit Margins

    Hi Everyone A purchase order was received in with a higher unit costs than it was supposed to be Sales orders were processed and updated Found mistake did a return of good and re-received at the correct unit costs How do I now fix the profit margins…

  • Live webinar - Sales orders - Shortfall - Recording available

    Learn how to use the Sales orders - Shortfall option to enable you to fulfil your orders. This live session has taken place, but you can catch up with a recording:

  • Default a Product/Service to Individual Customers

    Hi, Looking for a Third Party add on who could possibly add that we can default a product/service to individual customers, so that when raising a customer order it automatically appears. Racheal

  • Ability to reverse or modify a Goods Despatched Note

    Sometimes on a Sales Order the wrong QTY or Parts get despatched, would be handy if we could cancel the despatch or modify it to include the correct information.

  • What is the purpose of the following: Substitution product "Field SBSITM / Screen ITS [ITS]" VS Alternate product "Field RPLITM / Screen ITM2 [ITM2]" in "Product"

    Hello All, Can someone explain the reason for these two fields listed in the subject in "Products" screen. I've read the basic break down's from "F1" help, but we are looking for more real world examples and purposes of these two fields. Could either…

  • Unable to access other modules whilst in new bank feeds 29.2

    Users who do online sales and do not create customer record for every single sale rely on sales orders to help identify transactions that need to be processed into sage. The payment tab in SO is used to process those payments. Now the bank feeds has its…

  • HOLD button in sales order entry

    We are trying to get our receivables under control and our IT department has helped so that our customers now go on automatic credit hold when they have invoices in 120 days. In our system, when a salesman attempts to open a sales order and the customer…

  • Undeliver a sales order

    At the moment, when you despatch a sales order there is no way to 'undeliver' it. It would be good if this was possible.

  • Open Sales Order Reporting

    Has anyone found a way to generate a report for Open Sales Orders that shows how much of an item is still open, or how much of the Sales Order total is still open? For example, I have a Sales Order with 100 pcs, totaling $10,000. 50 of those pieces have…

  • Prevent a Customer from ordering a specific product

    Currently, we ship selected items to Canada but there has been a recent change with Canada FDA that we are now not allowed to ship selected products. Is there a way in Customer Maintenance module to not allow the selected items to be entered in the Sales…

  • Sage 50 Customer Order Form Plug In

    Hello, I'm looking for a solution to streamline our ordering process. Specifically, does there exist a plugin or software that allows customers to fill in an order form, which then automatically imports the data directly into Sage? I'd like to eliminate…

  • Increase the limit of 4 prepayments attached to a sales order

    In Sage X3, as standard, the number of prepayments attached to a sales order is limited to 4. It would be useful to increase this limit.

  • Opayo - Download Reciepts

    Hi All, wouldn't it be amazing if when opayo downloaded receipts in the chain as it does this in sage that you get to change the bank account the payment + invoice goes to ?? at the moment every opayo payment automates to Nominal 1200 bank which would…

  • How to ship 0 units? SAGE X3

    Hello - we are new with Sage X3, never worked in it before. We have an order where the customer ordered an item, but we are out completely. So we need to short the order to 0. SAGE will not let me change the ship qty to 0 in the pick ticket screen…

  • Update the expected receipt dates of purchase order lines when updating shipment dates of intersite/intercompany sales order lines

    The expected receipt dates of purchase order lines are not updated when updating shipment dates of inter-sites/companies sales order lines : Would it be possible to suggest the update of expected receipt dates of the purchase order lines when recording…

  • RMA Does Not Have Sales Order Attached To It

    Hello, I am using Sage 100. I received an RMA about month ago and the Sales Order I thought was attached to it was either deleted or used by someone else. I wrote the SO # that was created in the "Generate Transactions" screen when initially receiving…

  • Editing Received RMAs

    Hi Everyone! I forgot to zero out unit price for a received RMA that already has a created batch in the invoice data entry (already posted the RMA Receipts Entry). Is there a way to edit or correct? I would greatly appreciate any help!

  • Print Copies of Picking List According to Item Quantity Per Order

    Hello everyone, I created a picking sheet form to print out as a thermal label customized to a merchant's specification. The label has two unsuppressed sections (rest suppressed), Group Header SO_SalesHeader.SalesOrderNo and the Group Footer. The Group…

  • Automatic Sales Order Entry

    What are the best options for getting automatic entries for new Sales Orders? Looking to integrate orders placed through online sales and have them directly entered into Sage. Currently on 2020, but looking to update.

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