• Change AR Aging from Invoice Date to Due Date

    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…
  • how to change subsidiary type in existing GL account

    I forgot to select "departments" as the subsidiary type in a GL direct cost GL account. There has already been activity so it won't let me change the subsidiary type. How to I fix?
  • GL Account Structure

    We are wanting to change our GL account structure, making the second segment 4 characters instead of 2. I am assuming everyone needs to be out the system when this is performed because we get the warning, "This task is in use...". Before we wait until…
  • Masking Bank Account Information

    Hello Does anyone know how to mask the bank account information that is recorded in bank Maintenace? It is required for positive pay; however, I'd prefer if the account info is masked even with admin rights.
  • On some invoices in Invoice History Inquiry, the Extended Item Description is not coming over from Purchase Order Entry

    Just as the subject says - Some invoices don't allow you to click on the little button to view the Extended Item Description. I can't seem to find anything in common on the invoices where the button is grayed out on Invoice History Inquiry to view the…
  • Vendor has new FEIN. Do you create a new vendor?

    That's it, really: when an existing vendor provides a new FEIN via their W-9, do you prefer to A. update their FEIN in vendor maintenance and carry on, or B. create a new vendor to account for the new FEIN and deactivate the old vendor?
  • Where does Customer Sales History go?

    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…
  • customer credit limit is exceeded warning not showing

    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 message…
  • Bank Feeds url

    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.
  • Fiscal Year Change in Test Company

    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…
  • Update BinLocation?

    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!
  • GL Fiscal Year to Calendar Year change

    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…
  • 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…
  • 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…
  • 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…
  • 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…
  • 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?