• Add On the Fly Ship to in SO Entry in V2022

    We just upgraded from Sage 100C V2019 in that version and all the others before we have been able to add on the fly ship to addresses. In 2022 it looks like someone thought it would be a great idea to remove that permission able item, either that or they…
  • Report Designer Add In only populates if Sage run as admin

    I have an usual situation where I'm trying to setup Sage Intelligence on a new workstation and I have all the proper permissions set on the BI folders, the program data folder and the registry for the excel add in. There's multiple reports that use the…
  • Sage 100 2013 Restrict ability (permission, right, role) to change Salesperson in Customer Maintenance, Sales Order Entry, etc

    Hi everyone, I'm using Sage 100 ERP 2013 Does anyone know exactly where (and if, even) I can limit users' abilities to change the Salesperson in Customer Maintenance, Sales Order Entry, and anywhere else where it's possible for them to do so? I'm…
  • Sage 100 - AR Customer Inactive Reason - Authorization

    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…
  • User Won't Stay Locked

    I have a single user in our system that no longer works with us. I go into User Maintenance and Click the check box to Lock the account and the date in the upper right fills in with today's date for account expiration. I click accept. Then as soon as…
  • ACCESS PERMISSION RESTRICTION AT THE VENDOR LEVEL

    We need to give our fleet management admin access to Vendors, but would like to do so with selective Vendors in order to prevent exposure to sensitive information incommensurate with the user's seat. Does anyone have any ideas for how to do this? My first…
  • Role Maintenance - Invoice and Process Payment2

    In Role Maintenance Tasks > in AP and AR > Misc Tasks -- there is a new task called Invoice and Process Payment2. What does this do?
  • Change password on initial sign on

    Can there be a requirement for users to change the password after initial sign on? The password can only be created by someone with access to User Maintenance and I know the user has the ability to change their own password after logging in, but there…
  • Does anyone have a template for role options that we can use in a new implementation?

    We have a new client who would like to have a "checklist" to use to create new roles. Does anyone have one? Ideally it would be in excel or word and have all tasks, security events, and module options listed (along with a brief explanation of what the…
  • User name AND PASSWORD are filled in automatically at the login window.

    User name AND PASSWORD are filled in automatically at the login window. This defeats the purpose of security. Until today, we never used passwords. How do you not show the password on the login window?
  • Role Maintenance Audit

    I am looking for a way to audit all changes to roles in Sage 100 but cannot find a report or a table that tells me what changes were made by whom and when. Any suggestions?