Sage 100

Our company has decided they want to change the AR Aging Invoice by Invoice Date to Due Date. Is there anything I should be aware of or need to run after I change the option? I would assume there is some utility I need to run that will recalculate the…

My company has two departments, the main account dept are doing a process called Backdating. While they do this, another department is doing customer lookups for their current balances. The issue is when the main Account Dept is doing the backdating;…

We just upgraded from Sage 100C V2019 in that version and all the others before we have been able to add on the fly ship to addresses. In 2022 it looks like someone thought it would be a great idea to remove that permission able item, either that or they…

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…

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 also is…

Sage 100cloud Standard 2020 Ver. 6.20.0.1 (Zip Code in question 95037-Morgan Hill, Ca) When I attempt to change the zip code for a customer in the A/R Customer Maintenance module, I receive a message: Is this a new Zip Code? When I select No…

Is there a way to view invoices in Customer Inquiry for the Sold To Customer when National Accounts is Enabled? Currently, I can only view the invoices in the Bill To Customer. When someone is inquiring on an Invoice on a Sold To Customer there does…

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…

In Role Maintenance Tasks > in AP and AR > Misc Tasks -- there is a new task called Invoice and Process Payment2. What does this do?

Is there a way to have the Salesperson automatically generate when entering a Sales Order? We only have one salesperson, now and forever. I still can not delete the Sales Person from Salesperson Maintenance. I have cleared all history for the Codes and…

Is there a way to merge salesperson's or at least make them inactive?

SAGE Advanced 2016 (Version 5.30.1.0) We recently upgraded from 2014 to 2016 and have noticed a problem with some of the data entry panels. The fonts are extra large and bold on some and normal on others. I have managed to fix most of them simply…

Hi All, Could you help check this issue. I use the sample company 'ABC' to testing sales invoice creation. But when I delete the invoice '0100057,the invoice still appears in the invoice list. And then try to select this deleted invoice to delete again…