• Are First and Last Names needed for printing or eFiling 1099s?

    I thought I read a post about this, but now I cannot locate one. When we have Vendors with SSNs, like in this ABC Vendor below, we expect the First Name and Last Name fields to be filled out, but they are not: Of course we get this message, which…
  • Full Inventory Inventory List w/filters

    Hello fellow Sagers! Happy Holiday's or Merry Christmas! I need a report that shows all inventory items WITH "Inventory Cycle" and "Active/Inactive" status displayed. I have years of incorrect inventory items/status modifications that were entered and…
  • Work Ticket Printing Error

    There are 2 buttons designated to printing the pick list and also the work ticket. When clicking on the Pick List print button it allows us to print the pick list with no issues. However, when trying to print the Work Ticket we are met with an error …
  • Customer activity report

    Is there a report that will show a list of customer invoices and the payments + credit memos applied against it? We have a customer that is constantly trying to re-use credit memos. Thanks for your input!
  • Customer Statements

    Is there an option to run customer statements for customers with a balance less than a specific amount? (Ie, less than $100.00)
  • Is there a report that distinguishes between credit card customers and Net 30 customers who pay by credit card?

    Hi, I'm doing an analysis of credit card fees, with the intent of beginning to charge my Net 30 customers a fee for using a credit card to pay their invoice. I doubt it's possible, but is there some sort of report, or series of reports, I could run that…
  • Customer Statement Emailing

    Hello All, I was wondering if there is a module that allows you to email statements to customers using the email already used in their respective customers account.. I'm sure this is an option somewhere, but i cannot find where. thanks, Garrett…
  • Invoice Report That Includes Main Invoice Customer PO and Comment

    Hello All, One of my Go-To sage reports is the Accounts Receivable Invoice Hist Report. My dilemma today is that I'm looking for info that is on the Main invoice and not line level detail. Here are two screen shots from the Invoice History Inquiry,…
  • AR Customer Statements Issue

    AR Customer Statements are printing / pdf / paperless delivering blank pages. There is a documented "work around" for printing to do a crystal suppression formula... but that does not stop the "pdf all" or other paperless output options from doing blank…
  • Purchase Order Printing

    When I print the purchase order it does not show the item description on the purchase order. How do I fix it to show the description on the purchase order? Thanks
  • I want to print an Accounts Receivable Invoice History report sorted by Customer Type.

    I need to print an Accounts Receivable Invoice History Report sorted by Customer type. I have created the UDF for Customer Type and added to all the work and history files. When I run the report just selecting invoice dates I get my report showing the…
  • Setup Paperless AR Statement Delivery SOP

    Is there an SOP available to set up Paperless AR Statement Delivery only for specific customers?
  • When two people are posting simultaneously, our reports sometimes get swapped

    I've run into this issue occasionally for at least the last couple of years. Say, for example, that I'm posting a batch of Invoices in Accounts Payable while my coworker is posting a batch of Cash Receipts Entries in Accounts Receivable. I post my batch…
  • AR Aged Invoice Report showing doubled balance for some lines.

    Hello, Our accounting department brought to my attention that for certain lines on the AR aged invoice report, the "Balance" field is showing exactly double what the "Current" field is. I went and looked in the database thinking there have been double…
  • Accounts Receivable OPEN BALANCES INVOICE REPORT BY COSTUMERS WITH AN EXCEL SINGLE COLUMN FOR EACH FIELD NEEDED.

    I want to Download in Excel (from Sage 100) an Accounts Receivable Open Invoice Report. The problem is that the reports that I found in the AR module shares excel columns, for example, the AR aging will share the customer name with the invoice number…
  • Invoice total and Final balance due on AR invoices don't match

    Hello everyone, I'm hoping someone will be able to help. Our AR invoices have an additional section at the bottom, beneath the Invoice Total, showing payments/credit/discounts applied, with a Final Balance Due. That way, once someone pays the invoice…
  • Silent ODBC on terminal server

    Hi All, I am struggling with this issue. Everything I read says it should work this way but it does not. Client is on Sage 2017 Standard. I created a report that uses a silent connection. It is 64bit and I have set it up as a System DSN. Works fine…
  • Interactive Dashboard for individual sales order producers

    All the systems I've worked in had capabilities to allow those who create orders to track them daily to ensure products are being ordered in a timely manner and that invoicing doesn't fall through the cracks. I am not getting anywhere with anyone on…
  • Printing an adjusted invoice

    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…
  • AR Reports

    Question, I need to run a report showing what I billed our customers for the month of December 2016. But I need to choose customers who only purchased certain products. Which report do I need to run? I'm starting to confuse myself. Help!! Thanks.
  • Sales Tax report by zip code

    I am trying to figure out how to create a report that will show my sales tax by zip code or city. Either by adding a column to the Sale Tax Report already in Sage 100 ERP Accounts Receivable or by creating a new report. Does anyone have any suggestions…
  • A/R e-invoicing attachments

    Hi there, We're trying to get Sage 100 Advanced set up to send our A/R invoices to customers via e-mail or FAX. The basics are up and running. However, it's common to need to include supporting documentation when sending an invoice. I can attach a file…
  • Aging Categories not being updated before invoice printing (random occurrences)

    We are having an issue where the latest payment of a customer is not being reflected in a printed invoice. This issue only happens on very rare occasions, and we do not receive any errors or notifications before it happens. Below are a few observations…
  • Job Cost Report Showing Mark-Up Labor and Contractor's Fee

    We have been looking for a report that will show the total job cost including labor cost at the marked up rate and contractor's fee for bid and time & materials jobs. Is there a report that will show those numbers? The only ones I have been able to find…
  • Payroll deductions

    Deductions are automatically calculated but at times when an employee is on vacation, deductions are not calculated for that week for that employee. They are entered manually next pay period in addition to the automatically calculated deductions. What…