Sage 100

When looking up a customer in customer Inquiry it shows they have an open invoice. When I go to apply a payment to that same invoice in cash receipts entry, the invoice is showing a $0.00 balance. I've looked through all open batches to ensure nothing…

Is there a way to set the format for phone numbers? Each sales person has a different way to enter customer and so we end up writing spaces, dashes, parentheses, etc in the AR_Customer table. I would like to set a format so that all phone numbers…

A prepayment was incorrectly made, and due to some confusion was also entered in negatively so it shows up as a positive number in the aged invoice report. Is there a way to delete a PP or reverse it? This is on the A/R side. Thank you.

We had a customer use a third party to pay for invoices. They asked for a dummy credit we could send them so they could zero out invoices on their account. To do this, I was instructed to create a prepayment (as a positive amount) and then a credit…

We have two clients that recently installed Avatax. In both instances if the user clicks on Repetitive Invoice Entry in Accounts Receivable they get the error below. We have rebuilt the Custom Office screens as requested by Avalara but that did not fix…

Sage 100c - Ver 2020 AR Role is able to change the status of a Customer to Inactive. However, AR Role is unable to access the "Inactive Reason" this feature is greyed out. (The feature is available to Admin) So far, I have been unable to locate…

I have a customer that has about 10 different divisions in different states. I received a few checks today , and while applying payments i accidentally over received in one account. So now that account shows -$239.40 , however i need that to be transferred…

I have duplicated this problem with two clients on Sage 100 2020 PU1. I also confirmed that this problem did not happen in 2020, prior to installing PU1. Can anyone else confirm this on your Sage 100 2020 PU1 system?

If AR Options Apply Changes to Repetitive Invoices is set to prompt then when you enter a new customer in customer maintenance with a ship code you get a message "Do you want to update repetitive invoices?". Why would this message come up on a brand new…

We have a client that is being forced to use Ariba, Tungsten and Taulia to receive payment from their customers. They are manually entering their invoices. I asked if we could upload them but he told me that they have to be entered manually. Does anyone…

I have an invoice that shows to have a balance of $5,382.38. When I try to apply the payment in the cash receipts function, the balance shows as -$10. I don't get it. How can I fix this? I don't see any credit memos.

I have a dilemma with a client. Company has an a/r account with many outstanding invoices that have been "donated" to a particular client. However, the salesperson has done the donation and the owner has offset all of these "sales" by deducting them from…

I believe that in our old MAS 90 version 2017 you could search Customer Invoices by the comment field. If this was not a standard feature then I may have added it through Customizer. Now it has been awhile since I have done that and do not recall…

Hello everyone, I'd greatly appreciate help with generating a total revenue report for all customers within a certain date range. I've tried using the "Revenue by Customer" report and wasn't successful. I wasn't allowed to select all. I've tried…

I have an invoice that was posted without freight added, so an adjustment was successfully processed to the specific invoice. I'm trying to find a way to update paperless office with a new PDF that reflects the adjustment, or some sort of means of sending…

How can I produce an A/R Aging report that ONLY shows customers that are delinquent? Thanks!

I accidentally merged two AR customers. Is there a way to fix that? If I created a second company code and entered all the information, how would I get the relevant invoices over to the new company code that they belong to? Hope you can help. Thanks…

We have a client that would like to pay commissions on Invoices based on teams. I have looked at Split Commissions but based on my initial testing I do not believe it will work. The situation is as follows: John Smith is the salesman and receives…

Hi, I have several customers with special requests regarding the sending of their invoices (mail, fax, e-mail to specific parties, etc). We created memos that pop up during Sales Order Entry. Unfortunately, that department doesn't always remember to…

This role is accessed in the IM module, but can be accessed also in the AR module. When a user is restricted access to Price Code Maintenance, they can still access it via A/R I can't see this issue being addressed anywhere else. Client needs to…

Is it possible to change a customer name while their are S/O that have not been invoiced? I have blanket S/O for different customers and S/O that can't be invoiced until the product is shipped.. When going to AR>Utilities>Delete and Change Customers I…

I wanted to see if anyone else is having the same issue. We are running Sage 100 2018 Advance update 5. I just ran the AR Delete/Change Customer utility and deleted over 1800 customers. I had the utility set to delete "ALL FILES", which should have deleted…

Hello, Our company recently upgraded from SAGE 100 2017 to 2018, and we have an employee who is trying to do Statement Printing. He reported that the field "AR Rep Code" is no longer under the Selections area on the Statement Printing panel, while it…

What would cause our credit card receipts not to post to our bank reconciliation?

Hello I have a question regarding a prepayment that was entered under the wrong account and now the customer under the correct account was invoiced how do I apply that prepayment to the correct invoice?