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  • How to set up equipment on Sage 50 Premium to track expenses?

    How to set up equipment on Sage 50 Premium to track expenses (finance payment, maintenance, repairs, etc) towards the equipment, but also be able to cost a pre-determined hourly rate to a project ID cost code? Hopefully I can explain this clearly. I…

  • Bar Code option

    Is that possible to add and generate barcode on invoices, purchase orders, for part numbers or items ?

  • Sage Fixed Assets Scanner App v2.1 is now available in the Google Play Store!

    For our Sage Fixed Assets—Tracking customers, version 2.1 of the Sage Fixed Assets Scanner app is available in the Google Play Store . This release includes maintenance updates and a customer-requested enhancement to filter the Asset List by New, Found…

  • Tracking Opportunities That Are Transferred

    Hi all, The company I work for is looking to utilize Sage CRM for tracking sale referrals. They way they want to do this is for the referral to be first inputted as an opportunity against the refferer and then transfer the opportunity to the person…

  • Tracking "Assets"

    We are an analytical testing lab that buys many consumable materials and reagents. Is there a way to account for these things as an asset before they get used up? These items are not technically "assets", but they are an asset to us until they are gone…

  • Job Cost reports that show overage on Budget line items as opposed to only cost codes

    Hi there, looking for solutions on how to get the following reports to run in the jobs. What is required on entry? I would like to have something in the following format, i have put in an example below Cost code XXXXX Budget line item base…

  • Inventory Tracking

    New to book keeping and new to dealing with inventory... I'm confused how we deal with inventory tracking in sage 50 Canadian edition. I set up our inventory module and added inventory items successfully. For each item, it asked me to link an asset account…

  • SO_InvoiceTracking Lines?

    I have a pre-write event script where I'm trying to loop through all packages. When I try this I get an error that .Lines is not supported on that object Set oLines = oBusObj.AsObject(oBusObj.Lines) And because of what I just observed I guess I know…

  • Company and Person Workflow Progress with Tracking tab in CRM

    Many thanks must go to a colleague in the UK professional services team for this article. Introduction Customers often request the ability to track Company or Person changes in much the same way that CRM offers with Opportunity and Case entities.…

  • Put the last tracking note of a solution in a field soln_lastnote

    Hi, I want to display on a Solution a field "Last Note" (soln_lastnote from the table Solutions) which would contain the last tracking note (Soln_ProgressNote from the table SolutionsProgress). When someone uses the Workflow and updates a Solution,…

  • Customer PO / custom fields and reports

    I have had two customers this week that have had a problem where they needed a field to enter the customer PO number on a sales order and need the option to find the customer PO easily in the reports. It would be preferable to add a traceable custom field…

  • Shipment tracking numbers

    How can I get a tracking number to appear on a PRINTED invoice? (pdf or hard copy) Starship adds the numbers into the invoice in sage, but I need them to show on the document when its printed. Thanks, Eric

  • How do I access tracking status for payments from sdk?

    I can access the payment list but I do not see a property for the tracking status I created.

  • Is it possible to add a field to enter and track Comp time?

    I would like to add a field (to display on paystubs) to enter and track Comp time. It would mimic vacation/sick time. Is this possible? If so, how do I accomplish this? Also, I am being asked to track sick and vacation time not accrued (due to…

  • User Activity Tracking: Who Was Logged in?

    We are wondering if there is a way to pull a report (or create a custom report) that would show who (which user) was logged in to Sage 100 at the time a specific Pick Sheet Printing session was performed? Any input would be greatly appreciated. Thanks…

  • Cash is King - Part 4 or Money Out!

    Principle # 3 of Good Cashflow Management involves the careful consideration of how you parcel out your money. No, I’m not about to turn you into a tight fisted Scrooge, but some of what I’m about to say will seem like the polar opposite of what I talked…

  • Add Tracking Number to Purchase Order - Please VOTE!

    In Purchase Order it would be great to have a field for the Tracking Number available for a couple of reasons. 1. To be able to have the tracking number available to track the shipment instead of searching thru paperwork. 2. Having the shipment tracking…

  • Help to track embezzlement

    Hello everyone. First post and I'm hoping that someone can help me. My bookkeeper seems to have been embezzling from me. Part of the claim is that work was being done from home on weekends. Is there any way that someone can think of to track activity…

  • Shipping Notification

    How can a automated email be sent to customer with the shipping tracking information, as soon as the tracking # is entered in the shipping module? We are using Sage 100 with a standard shipping (NO additional modules). Thanks!

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