• 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…
  • Nacha Supplementing Data Security Requirements

    Is Sage Payroll (2.22 and 2.23) compliant with Nacha Supplementing Data Security Requirements. Specifically, are employee account numbers encrypted to protect deposit account information by rendering it unreadable when it is stored electronically?
  • 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…
  • Remove Access from changing salesperson on ship to address

    Hi Guys I am looking to remove access for a group of staff from changing the salesperson on a Ship-to address. I am ok with allowing the group to create a new ship to address but I do not want the group to be able to change the Salesperson. I have…
  • 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…
  • Vendor file access

    Is there a way to classify vendors in the AP module to customize access to certain vendors? We handle some employee compensation through the AP module, and would like to restrict access to those "vendors" while allowing the necessary access to all other…
  • 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…
  • Permissions working as intended?

    Hello, Our accounting department was trying to limit who has access to Vendor Maintenance, and instructed me to remove permissions for all users except for a select few. Unfortunately, when one user was trying to use "Receipt of Invoice Entry," and…
  • 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.