• How to use the same UDFs in PO ROG and IM Transaction Entry

    I have nearly 30 UDFs in PO Receipt of Goods Detail file and linked to posting/update files, work files and history files. These are working great. Staff wants these same UDFs to appear in IM Transaction Entry for Receipts for those items without a…
  • Paperless Office Input options - Possible to Scan or Attach a PDF to existing Customer Maintenance account?

    The question is: can Paperless Office receive scanned in documents and attach them to / associate them with a Customer Maintenance record? ..Or any other way to associate files with a Sage Customer account? Thanks very much!!!
  • UDF Descriptions Disappearing

    I have been noticing an odd issue over the past few months and I'm wondering if anyone else has seen it. Over the last 3 months or so I have had 28 UDF descriptions (that I have noticed) disappear from the panels they have been placed in. The fields are…
  • How To track Lost Sales?

    Would someone be able to tell how I would go about setting up a way to track lost sales? We are using Sage 100 Advanced ERP, Version 5.00.1.0...