Sage 100

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.

Does Sage 100 Advanced offer more characters for Customer Name entry in Accounts Receivable?

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…

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…

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.

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.

I have updated some of the descriptions for our Sub Accounts. However, the change has not carried through to our accounts already created; it only works for new accounts. Are there any options to update all existing accounts with the new description short…

Is there a way to set up a price increase for customers to take effect on a certain day? I feel like I'm missing a really simple answer but google and YT have failed me, or I'm not asking it correctly. Thanks!

Client is attempting to connect to Bank Feeds for the first time. Of course it's not going well. Apparently got past the first screen, now he's getting TRY AGAIN LATER. Your computer or network may be sending automated queries. To protect our users…

We have a very large amount of old vendors in Accounts Payable. I am trying to decide whether to delete or inactivate them. What are the pros and cons of each? I really want to delete them, but I am afraid I will regret it later. Any advice is greatly…

We have one salesperson who will receive a commission based on the % mark up they get per order. Ex. if the order is marked up 40% they get 10% commission, if the order is marked up 30% he gets 5% commission. Is this possible to set up? All I see…

We were previously on Sage 100 2018 Advanced and just upgraded to Sage 100 2020. In the previous version, users were able to put a PDF on a network share that is mapped locally on their machine to a drive letter. Then they would navigate to that file…

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…

We have set up the system to generate ACH Electronic Payments. I set it up with the CCD format. I have started receiving the vendors information and there are a couple of vendors who would like the file in a CTX format. Can I use 2 different file formats…

How do I change the Check Print Set Up in SAGE 100? It is currently set for Check, Stub. I need to Change to Stub, Check, Stub and retain that setting for the future. Currently have to change it every time check is prepared. Thanks - DJS

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…

Setup a positive pay export for a client. The bank came back saying that no lines in file can have a negative symbol (-) in front of the amounts, however Sage drops the reversals into the file as negative numbers. Any way around this in the configuration…

We are using Sage 100 v2018 and the standard Sage POSPAY and ACH programs. I'm not sure how to keep them separate unless I create a second bank code pointing to the same g/l account. I appreciate any input. Best, Kelly

We recently combined 2 separate companies into 1 company with multiple divisions. We have vendors numbered the same in both divisions. We want to write 1 check to pay bills of a single vendor in both divisions. It appears that the AP-1016 Extended…

3 company codes all added a new bank code B. Defaults were setup in AP and AR. In one of the companies bank code B will not default, nor will it let you type or use the lookup to change from the old default of A in check and electronic payment processing…

What is the best way to set up permissions so once a period is locked, only specific people can re-open? I've been told I have to restrict access (or modify) to Set up Options. So I'd have to restrict/ modify Set up Options for GL, AP, and AR. Is this…

When setting up a new Vendor & selecting NEC from the "Default Form" dropdown - am I selecting the "7" I would have used previously with the old 1099-MISC or am I selecting "1" since 7 does not appear on the 1099 History tab? Also, when setting up a…

When using the Copy feature in Company Maintenance, what exactly does Business Insights copy? It takes FOREVER for several of our clients. (Forever can mean hours.) Can we uncheck that module? If so, what do we lose? Thanks Sue

I have a couple of vendors that require us to send payment to different addresses. I set up the remit to addresses. I did my check selection and separated the invoices into two different checks as necessary. I go to check printing and select print remit…

As I understand it, if I change the "active" status to "delete" on a GL Main account prior to closing the year, the account will be removed once I complete the year end process. If I do that, do I lose the history too? Many of these accounts have not…