• 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…
  • Match BOM Production Entry Line Sequence to BOM Maintenance detail line entry

    We are on Sage 100c 2019 and I'm trying to find out a way, that when BOM Production Entry is launched and we go to the lines tab, that the line sequence is NOT alphabetical/numeric ascending (which appears to be the default), but based on the way the…
  • 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…
  • "Restrict Accounting Date to Current and One Future Period" Not working?

    Hello, Our accounting team is having trouble with people posting to future periods which I am trying to resolve. In our test company, I have tried using the "Restrict Accounting Date to Current and One Future Period" in the company maintenance tab,…
  • Is there any way in Sage 2013 to block export to Excel from an Advanced Lookup?

    Is there any way in Sage 2013 to block export to Excel from an Advanced Lookup? Will be upgrading to 2017 but not until late this year. Basically, I want to prevent anyone from seeing item cost in Item Inquiry - I've hidden those fields using Custom Office…
  • 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 for Journal Reversals

    You should be able to perform journal reversals without giving security to "create" in Account Maintenance. You should be able to perform journal reversals if you have "view" or "modify" rights.
  • Customize Item memo

    Is there a way to customize Item memo so if certain customers order that item a pop up will show up on the sales order. Possible by customer number or country code. We have some items that can not be sold in certain countries.
  • 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...