• Prevent Picking Sheet Printing from Quote

    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…
  • Creating a VI Job to delete old vendors

    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. Here…
  • Bank Feeds and IE11

    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…
  • Auto allocation

    Is it possible to enable auto allocation of customer receipts to customer invoices in sage 100 v 7.00.209..
  • Item Quantity not Changing after Invoice

    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 different…
  • 2 Factor email setup and version 2021

    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…
  • Customer Renumber using Delete/Change Utility does not renumber customer in SO_SalesOrderHistoryHeader

    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…
  • Module R/A is not on 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…
  • Vendor List won't autopopulate. What am I missing here?

    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…
  • SO Credit Memo Line Items GL Sales Account Incorrect

    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…
  • PO Invoice without receive of goods

    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
  • Expanded Customer Number

    We have a client that has one company that would like to use the Expanded Customer Number, but they have another company that doesn't need the Expanded Customer Number. They set up the first company with the box checked. Now they are trying to set up…
  • Background Color

    I used to be able to change the background color per company. How do i accomplish that in Sage 2020?
  • 401k Max

    How do change the 401k max in the new year for the existing and new employees?
  • Where do I go to enter the bank account number and routing number for Bank Code A?

    Where do I go to enter the bank account number and routing number for Bank Code A? We finally have a bank account setup with my bank, and I need to enter this information for Bank Code A. Under Bank Code Maintenance, Bank Code A, the "bank account number…
  • Invoice printing full comments

    So we're seeing an issue with our SO Invoice Printing. I had done my research and quickly found that we cannot sett defaults for STANDARD forms, so I made a new report setting with the intention of setting the default to "Full Comments" however there…
  • Automatically Setting Ship Date a Month Out

    When creating a sales order, is there a way to automatically set the ship date a month away from today? I always seem to forget to change it and it causes a lot of problems with On-Time delivery. I was hoping there might just be a setting or something…
  • how to turn off auto generation of accounts?

    How do you turn off auto generation of accounts?
  • VI for Transaction Entry

    Hello, I setup a VI import Job for Transaction Journal Entry and it was working fine until recently. It is taking the offset account number and using it for the line account number as well. I am telling it to get the number from column, but it ignores…
  • Internal Vendor Classification

    Is there a way to classify a vendor as internal? I'd like to set up an internal vendor for SIA use for products that we produce via BOM production entry. Thanks.
  • A/R CUSTOMER NAME ENTRY

    Does Sage 100 Advanced offer more characters for Customer Name entry in Accounts Receivable?
  • AR Invoice - Remit Address Option

    Hi there, Can't seem to find an answer to a simple question. How can I setup invoices going out to customer with a different address (remit) for payments? The facility in this case the Sage company has one address (physical location of business 1) and…
  • Is there a character limit on VI Import job file path?

    We have a VI Job that was giving a user an error because the file path was being truncated. We moved it to a new location closer to the root file to resolve this instance, but I wanted to see if there is an actual character limit to file paths in VI Jobs…
  • Can I deactivate the auto apply button in cash receipts?

    In cash receipts entry, can I deactivate or remove the auto apply button? This button seems quite useful for balance forward accounts, but it is not for open item accounts.
  • Auto-generate PurchaseOrder Item Sequence

    When you auto-generate a PO from a SO it brings the items over and places them in alphabetical order. Is there a setting to make the items come over in the same order as the SO? This would be all linked to the "line key" field I'm pretty sure.