Sage 100

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…

An A/R Invoice was created by copying a previous invoice. Only problem it was save with status as Paid. Any fixes?

Please help!!! Very simple VI job has been in use since 2015, maybe earlier. But within the last year, we have had at least 3 incidents, and want to make sure that if user forgets to populate this column of the AR cash receipts excel template, the record…

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…

I am trying to make a change to all of our customers and have found the instructions on Sage Knowledge. However, I can't get past the first step because I can't find Utilities Menu under Accounts Receivable. Thank you for your help

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…

We have a client that just moved their Sage 100 2021 Standard to a Hosted environment. When clicking on the Credit Card/ACH button in Customer Maintenance, it takes 2 to 3 minutes to open up. Does anyone have a clue on why this process would have slowed…

I have noticed that for the month of March, no credit card payment that was ran at the time of the sales order has hit the GL code. This is odd because it only happened for the month of March. Any ideas on what could have happened and how to fix it…

AR Clerk entered a deposit and distributed all the checks to proper accounts and invoices. On the Deposit Header tab the "Cash Amount Remaining" and "Deposit Remaining" fields each have the amount of the last check distributed. When I click on the…

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…

There is only one bank code on my Sage 100. Cash receivables and payables have been recorded on the system and I did bank reconciliation. But I do not see any balance of cash receivables on the GL balance sheet. I would be grateful if someone…

Good morning, I just enter some payments from customers payments but when I was updating a message comes " any idea how to fix this. (I have sage 100 adv. 2019 6.10) Thank you for your help

Would like to get instructions on how to create a repetitive AR invoice batch.

Hi, Wondering if anyone knows how to automatically calculate the the discount that a customer receives when they are on a service contract plan through the assembly 9-3 screen? Some background I currently have all my service technicians on Sage Service…

We set up Sage years ago with a division structure that now needs to be overhauled. Is there a division change utility similar to Global Customer Field Change, or is there a way to use the Delete and Change Customers utility to change a division number…

My AR Delete and Change Customer Utility had 2,500+ entries in it this morning that I didn't place there, and it appears that the customers listed were dormant and were already purged out of our system. Any ideas on how this data got out there? We are…

Hi We are looking into switching banks from Wells Fargo to a smaller institution that is aligned with our values. The bank we are looking at does not provide custom designed files for use with Sage 100's Auto Check Reconciliation. Can someone tell…

Is there a way to revise/change the reference code listed for a repetitive invoice? Or, do I have to delete and re-create a new one? Thank you!!

I need to reopen a closed fiscal year, but I can't find any instructions on how to accomplish this.

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…

Under what circumstances does the AR_Customer SalespersonNo2...5 populate? I am trying to determine if we can use this field for tracking. Thank you for your input!

Am I correct that if we turn on the National Accounts feature, that for those "sold-to" customers we have assigned to a "bill-to"/National Account, the DATE OF LAST ACTIVITY will only update on the Bill-To Account, and not on the Sold-To account because…

Is there a way to run a report listing all customers who have been placed on credit hold?

Hi What are the steps to post a sales order through to AR? How is the AR pdf log created?

I have a customer who used to be set up as a different name. On the old name, there are outstanding invoices. On the new name, those exact same invoices are marked as a prepaid. How can I clean this up and get all invoices under both names to a zero balance…