• Downloading/exporting General Ledger Detail Reports - so slow

    It takes longer than I consider normal to run the GLDR, print to PDF, and export to .xls. Does everyone have a slow export? I miss my last job's accounting software that had instant GL downloads (smart lists in Great Plains). Is there a way to speed it…
  • AP invoice and the AP Trial Balance Report compared to the GL

    Hello, I ran the AP trial balance report for January and compared it to the January GL. I discovered it didn't match. I found out that someone had entered a January invoice into February. Then to correct it, they adjusted the invoice to 0 in February…
  • Sales Tax Exemption Expiration Logic

    Hello all. I'm new here, so I'm stumbling my way through some of this...it has been enlightening to say the least! Here in Oklahoma, agricultural sales tax exemptions expire periodically. For audit purposes, we must maintain records of our customers…
  • Customizing "Ship to Address" Field

    Within the Sales Order ----> Sales Order Entry Module, I am trying to add some customized fields related to "Ship to address" within the button itself. (Shown Below) Is there any way to customize the Panel shown above?
  • VI Job for Inventory Adjustments

    Hi there, I hope you can help me. I created a job to import data for a positive inventory adjustment, and I need to specify the unit cost. We are using Scanforce multi-bin software, so we also need to specify the bin and lot. The issue is that the job…
  • Purge records in pl_journalPDFlog

    Good morning. Does anyone know of utilities to purge records from the pl_journalPDFlog or to rebuild these files? Over time this file gets fairly large. Can the log be purged without deleting the PDF files? Thanks so much.
  • Budget

    I tried to copy last year's budget to the next year. But I keep getting No Budgets Selected. Is there a trick to this?
  • Bank Reconciliation - Beginning Balance Changed from Ending Balance of Previous Month

    Hello everyone, I am trying to reconcile one of our accounts in Sage 100 and when I am in the Reconcile Bank feature, it shows that there is zero difference, but when I printed the report it said that I was off. I have identified that it was the beginning…
  • Balances due under vendor maintenance, but in the check printing invoice payment selection, the invoices have $0 balances

    In Vendor Maintenance we see a vendor with 2 balances due. But in the check printing invoice payment section the invoices have $0 balances. We need to pay these bills, but are unable to. The payTodayFlags are set to no, because the payments got backed…
  • Sage 100 Advanced ERP 2013 (Version 5.00.4.0) – Closing Prior Periods

    My company is operating on Sage 100 v. 5.00.4 and appears to have not closed periods in any modules for several years (both via word of mouth and staff members’ inadvertent postings to prior periods). Although I was able to find some resources in Help…
  • Daily Sales Report

    I am trying to update my day but every time I click on the daily sales report in SO, it will not launch and crashes pvxwin32. The links file has been renamed to break our 3rd party connections with zero impact on the launch. Everything else in Sage run…
  • Anyone needing to set up Penny Test processes in Sage 100?

    We need to have the ability to use Penny Test to verify bank accounts for a vendor instead of Pre-Notes. There are too many ways that fraud can occur by just using Pre-Notes. I created the following idea. If you agree, please vote for this. www5…
  • how to create a popup in invoice data entry when a price is at zero?

    How would I go about creating a popup for invoicing department when they are invoicing orders and some line items have a "0" for price? The goal is to eliminate giving things away for free by accident.
  • Print cash receipts

    My company recently bought another company who has sage 100 for their accounting software. Before we close out their books we need to enter a few AR cash receipts. I have a basic knowledge of Sage 100 but am not proficient. I have entered the payments…
  • Fixed Assets

    Running Sage 100 Cloud 2019. I have not previously used Fixed Assets. When I try to run it a message tells me it isn't installed but it is in the list of installed modules in Company Maintenance. I can't find a phone number or website to get help. IDK…
  • Paperless Office Slow

    We are experiencing extreme lag when posting Journal and Daily Transaction Registry. This has slowed significantly in the last couple of months and would seem to be tied to Paperless / Adobe PDF. Our Test Company environment without paperless office is…
  • How to record a wire transfer in AR

    How do you record a wire transfer from a customer in AR? In AP there is the selection drop down for Wire Transfer, but not in AR. I read if we use ACH/Credit Card, it doesn't post to BR. So do we use Cash and if so, how/where do we enter the long 15 digits…
  • Is there a report that distinguishes between credit card customers and Net 30 customers who pay by credit card?

    Hi, I'm doing an analysis of credit card fees, with the intent of beginning to charge my Net 30 customers a fee for using a credit card to pay their invoice. I doubt it's possible, but is there some sort of report, or series of reports, I could run that…
  • Inventory Label printer

    Any suggestions on a label printer for inventory receipt of goods? I'd like the label to be about 2 x 3 - most printers are either 1 x 2 1/8 or 4 x 6 - to small or too large. I need a printer and of course the labels, compatible with Sage 100. Thanks…
  • How to make new customers appear in drop-down menu?

    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…
  • Crystal Reports: Adding a UDF for each Item Number on a Picking Ticket.

    OK. My lack of knowledge is really going to show here. For reference, we use Sage 100 2019 Manufacturing . I have a highly customized Picking Ticket created in Crystal Reports. We are a manufacturer, and when a customer orders from us, the Picking Ticket…
  • Period End - multiple years need to be closed

    I have a situation where Period End Processing has NOT been done in over 10 years. I am trying to get things cleaned up. Is there a way to close multiple years without having to close out each module for each period for over 10 years? That would be 120…
  • WIP was turned off and it affected our GL postings. Is there a way to fix these without looking at each S/O Journal?

    Currently we use payroll for expensing the labor expense on our setup. There was an automatic offsetting journal entry that would zero out the expense for the labor transactions added to an S/O. When WIP got turned off the offsetting transaction for the…
  • Upgraded to Sage 100 2021 No Paperless Button in Customer Maintenance screen

    Upgraded to Sage 100 2021, I am not seeing paperless options in my Customer Maintenance screen, is there a new right I need to activate to get that back??
  • I am getting an error message while trying to import AR_InvoiceHistoryDetail records into Sage 100 2021 from Sage 100 2018. Error #112 Keyed File Error (Record Key Size Invalid)

    I am getting an error message while trying to import AR_InvoiceHistoryDetail records into Sage 100 2021 from Sage 100 2018. Error #112 Keyed File Error (Record Key Size Invalid), I got an error during month end close about an open invoice in the system…