Sage 100

It was just discovered that we reached our threshold of years to retain sales history that's available to view on the customer accounts. We've gone in a extended this is AR and SO Setup options, but where does the historical data go, if it has NOT been…

Sage100 Advanced 2021, version 7.00.4.0, 32-bit:

For Salespersons that have purposely have their Link Settings OFF (not linked to a vendor, nor a GL):

These Salespersons have their commission settings purposely set to 0% for all transactions.

Their records…

Hi guys

We have a customer on customer maintaince who have exceeded their credit limit but the warning message to say "customer credit limit is exceeded" is not showing.

We have other customers whos balance is over their credit limit and the…

Does anyone know of a way to find which url is being used for a particular bank in Bank Feeds?  Bank is asking prior to a meeting to a meeting re using Bank Feeds.

We are selling the company and the MAS 90 system is going to the new owners so they have electronic access to sales and customer history.  They will not be using the system for daily activity.  Is there a way to disable the G/L module so they can't see…

We are trying to test a POS solution in a test company (ABX) and we need to change the fiscal year to the current year.  In fiscal year maintenance it has 2024 as the current year, is this changeable or can I go in DFDM and change it?  the POS needs to…

Sorry if this has been answered in another post, but we have a client who recently upgraded from Sage 100 2017 to Sage 100 2022.  Should the 1099 utility still work for this version?

Hello,

Where in Sage can the user update IM_ItemWarehouse > BinLocation?

We had Scanco's MultiBin product and are in the process of disabling it, and there are values in this field but I can't get at them.

Thanks!

Working on Sage 100 v2016 and am trying to allow access to add and modify memos within Customer Maintenance but not to delete the memo.  Under Memo Manager Maintenance I can select either Show, Hide, or Maintain...but, unlike Roles, there isn't a separation…

Does anyone have advice on how best to guide client that has to move from a fiscal to calendar year. The 2022 calendar year change starting date is 03/01/22. However, they are already in FY 2023 in Sage. I can't give them a short year for 2022 for 10…

I am trying to make a change to all of our customers and have found the instructions on Sage Knowledge.  However, I can't get past the first step because I can't find Utilities Menu under Accounts Receivable.

Thank you for your help

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…

We're piloting the use of Sales Order Quotes and all of a sudden we have customers getting flagged with credit limits.  We want to keep open sales orders in the credit limit calculation but not open quotes.  How can we do this?

I saw the earlier post "…

When we had Sage installed, all of our customers were imported into the system. When I start to type in the 'Customer No.' field, a drop-down menu appears with predictions of those customers. However, when I add a new customer, I have to click the magnifying…

Is it possible to disallow or prevent someone from printing a picking sheet from a quote? We have had issues where a customer sends in a purchase order from a quote. The customer service rep pulls up the quote, enters the PO information, and forgets to…

Hello

I am trying to create a VI Job that will delete a long list of vendors with whom we have not done business in over 7 years.

I've "created" the job and imported the data from my list but get an error. Sage does not like my thinking.…

With Microsoft ending support for Internet Explorer 11 in June 2022, and IE11 being required to use Bank Feeds in Sage 100, is there a plan or workaround to use Edge or another alternative? Clients will not want to have to have IE11 installed post end…

Is it possible to enable auto allocation of customer receipts to customer invoices in sage 100 v 7.00.209..

Is there a setting on the "item maintenance" that keeps the ordered quantity on the SO the same even though part of the line item was invoiced?  This is an example, we have a SO with 3 lines, line one has a quantity of 50, line two qty of 100…

Has anyone setup the OAuth and 2 factor setup in v2021 and emailing?

Anyone have any examples of what should be populated on the fields?
ie User ID, Client ID, client secret and redirect URL.

The help document gives some hints, but we are still struggling…

Why doesn't the SO_SalesOrderHistoryHeader file get updated with the new customer number from the Customer Delete/Change utility?  I've renumbered and merged several customer numbers and this is the one file that does not get updated.  This file…

Hi,

A Client has the following Sage build

Sage 100c Standard 2016 (version 5.30.2.0)

One user got a new workstation and installed Sage.   When going to Sales Order Entry, this pops up

They do not have the RMA Module.  No other user is receiving this message…

Hello, all! Here's a small, odd thing I'd like to resolve for a colleague. When I access AP>Vendor Maintenance or Inquiry>Lookup (magnifying glass) and the Vendor List pops up, the entire list of vendors unfurls itself. When my colleague does this, the…

When creating a SO Credit Memo, the G/L for the line items sales account is not matching the GL of the sales account on the original SO invoice. Is there a way to change this setting to default to the correct Sales Account on Credit Memos, or does it…

Hi All,

We noticed that Sage100 enables us to create an AP invoice based on PO, although the goods haven't been received.

My question is if this is acceptable system behavior or is it based on setup?

Thank you,
Dikla