Sage 100

Hello all. I'm new here, so I'm stumbling my way through some of this...it has been enlightening to say the least! Here in Oklahoma, agricultural sales tax exemptions expire periodically. For audit purposes, we must maintain records of our customers…

This has been an ongoing issue for years. When customer service enters an order, the credit warning comes up, even though the HOLD is right there, they can just leave the order status as open or new, send the order to shipping and once its shipped...…

We desire to document customer contact/communications regarding specific past-due invoices in Accounts Receivable. Is there a facility to do this at the invoice level? Frequently, we receive verbal confirmation from a customer that a past-due invoice…

Hi! So my co-worker tried to add a new credit card to a customer account, and received this message "Already used this customerID". As a test, we added the card to a different customer, and had no problem. I reached out to the credit card processor…

Upgraded to Sage 100 2021, I am not seeing paperless options in my Customer Maintenance screen, is there a new right I need to activate to get that back??

The Customer Sales History by Period >> Dollar Sold does not match our income statement revenue. I tried reverse-engineering the data and it appears that any values that touch the customer A/R account are included in Dollars Sold, regardless of which…

We have a customer who placed two orders. They used part of the materials in both orders and then returned some of the items. Both invoices have been fully paid. I also need to charge a restocking fee, which I have never done. - Return the material…

Sage 100c - Ver 2020 AR Role is able to change the status of a Customer to Inactive. However, AR Role is unable to access the "Inactive Reason" this feature is greyed out. (The feature is available to Admin) So far, I have been unable to locate…

I have a customer that has about 10 different divisions in different states. I received a few checks today , and while applying payments i accidentally over received in one account. So now that account shows -$239.40 , however i need that to be transferred…

We are running a program were the customer at the end of the month receives a rebate on how many systems they sell. We have been putting this in as a credit on the customers account. Now that we have a fair amount of customers on this program we have…

Hi, I'm trying to find a way to remove the price overrides someone created for a single customer, which has over 3,000 price overrides. It's too much to delete manually. I'm wondering if there's an easy way to simply delete all of the price overrides…

We have numerous $0 invoices in each customer AR account for items like samples, literature, etc. This is our way of tracking these materials. Recently, we began using bolt on programs for alerts and reporting. One report will send an alert for each customer…

Is there a way to change the ship to address on an already posted invoice without deleting and re-entering the whole invoice? I need to make the ship to match the other documents for an international shipment. Any insight would be helpful... I am leaning…

We have a customer with a lot of entities and locations with the same bill to. Within these locations, there are many contacts. So we have customers calling, stating they are with XYZ and we don't know which ship to location is related to which bill to…

Is it possible to get AR Customer Aging data using BOI (C#)? CURRENTBALANCE AGINGCATEGORY1 AGINGCATEGORY2 AGINGCATEGORY3 AGINGCATEGORY4 Thanks