Sage 100

Is there an SOP available to set up Paperless AR Statement Delivery only for specific customers?

Does Sage 100 have a SOC 1 (old SSAE 16) report for our auditors?

Is there a way with Crystal Reports to string together 3 different sales order form codes to print at once? either for a single order of for multiple orders?

We have not been able to send any automatic paperless office e-mails (Customer Invoices, Payroll Stubs) since June 1st. Our e-mail configuration in Sage 100 uses smtp.office365.com as the mail server. We have not changed anything with this setup since…

I would like to run a crystal report from the AR invoice history header and detail tables, they are each about 400,000 kb. therefore the report takes forever to run or does not run at all. Anyone have suggestions? This is Sage 100 advanced v2016

Please be gentle; I've been using Sage for a number of years as a basic user, but recently got thrown in to supporting the back end too. The KB and forum have been a good help so far, but can't find this answer yet. I simply want to not have a specific…

Hi all: I have a client who is printing to PDF and when they go to server and open PDF invoice it is magnified to 216%. When I test preview it looks fine and if I save it from preview to PDF it is fine. Running Windows 10 Sage 100 2016. Any…

Is there any way to tell what user is responsible for an inventory adjustment?

I have a prospect that is using Google Sheets. Will Sage 100 export to this product, such as Lookup lists, Crystal, etc? I don't have any experience with the Google Docs product so I don't know what to tell him. Thanks. Sue

I am passing a value from a subreport to main report and in the main report this is the formula: WhilePrintingRecords; shared numbervar Cafe; Cafe If there is not a match between the main report and subreport, Then it prints the value from the previous…

Can you explain the purpose of this QuantityOnHand formula in the standard Inventory Valuation Report? if {IM_ValuationReportWrk.Valuation} = array("1", "2") then formula = {IM_ValuationReportWrk.QuantityOnHand} elseif {IM_ValuationReportWrk.Valuation…

We have one user for whom every time they go to print any form, the Template Selection dialog pops up so she has to select 'Preprinted,' 'Plain,' 'Marbled,' &c., before proceeding to the main form printing screen. This has only been happening since our…

Hello New to Sage. Creating a Job Cost report. I want to key the listing on JC_JobBillingHistory to pull all the open and closed records. Using JC_Job for Open and JC_JobBilling for Closed. I can't get both of the tables to link to key table. It will…

Has anyone had success getting secure digital signatures to print on checks in Crystal? Our client has purchased secure digital signature solution from Source Technologies, and while we can get the signature to print from a text document, or even from…

What report should I run to show items needing to be purchased that do not currently have a Reorder Method Establised?

We did a parallel installation of 2019 for a client that is currently on 2016. They are testing the payroll module. Two workstations are receiving the following error when printing any report in both the 2016 and the 2019 versions. Attempted to read…

Would anyone have a label template for a shelf tag that can be used in a Zebra label printer, continuous? I would like to be able to modify a label that would print Item code, description, bin location and sell price. I am also willing to pay for any…

Sage 100 2014 How are Crystal Reports modification rights managed in the Roles settings? I need to allow a single user on a Terminal Server rights to modify Sales Orders return policies. Hopefully I can install Crystal Reports, and only have the …

Most of our customers want their statements emailed. I would like to print statements to PDF but have a separate PDF file for each customer. I know each statement can be extracted manually or printed separately manually but we have over 200 customers…

Currently A/P info on the Job Transaction Detail Report is showing Vendor number and invoice number. We would like it to show the Vendor name. In previous versions we had an extended solution that we purchased to accomplish this but they told us that…

** Support advised that we should post here too We have about 30 machines (only 5-10 use Sage 2019 concurrently) on our network and upgraded from MAS 200 v4.3 >> Sage 2017 >> Sage 2019. Select users are having an issue where launching PREVIEW of reports…

I have been trying to figure out the best way to get a report that would describe something like Item “Usage” by Customer. The trick with the report is that not only do we have to recognize items that are SOLD to specific customers, but we must contemplate…

Is there a way to get Paperless Office to combine multiple invoices for a single customer into one email instead of sending separate ones?

Hello All, I have created a report and set it up on one of the SAGE Menu, When I set it up I granted it to couple roles. Now I wanted couple more role to have access to this report, So I looked at the "User Maintenance" and "Role Maintenance" under…

I've printed paperless office financial Reports. Now when I go to the Report Viewer, I only see the documents with "All documents" selected. I was expecting to filter on "GL Financial Report" to see them. However, when I filter on "GL Financial Reports…