Sage 100

Does SAGE have a feature that will automatically apply a customers credit towards open invoices? We have a customer that had a fairly large dollar value of credits on his account. We've been waiting to get direction from them on what to do with them and…

Have a client using the new option to recall an invoice when creating a CM and they are getting errors on kit component lines re "missing COGS account". In my testing, it appears that 4 fields are not being populated when pulled from history the same…

We private brand items for a customer and they have asked to return some items. I know how to subtract the restocking charge, but I need to subtract a fee for the time used to rebrand the product. I tried entering as a 'Miscellaneous Fee' and adding…

We had our system put in about a month ago(Sage 100 2021). When I go to make a customer credit in the Sales Order module, I can apply it to a specific invoice. But once I go to send the customer the credit, nowhere on the form is there a 'applies to invoice…

Because we sell food we almost never have product returned so this process is never done but we need to do it now. We did a Sales Order and invoiced it and shipped to a customer. Before it was delivered the customer cancelled the order. We are bringing…

I have a customer that has a large credit on their account. They haven't been ordering very much, so they want me to pay out the credit. How do I cut a check for an AR Credit Memo? We are using Sage 2015.

Hi, An invoice was created, and a payment was made towards that invoice zeroing it out. On a later date, we do a Credit memo to the account as a refund, how do I get the account balance back to $0.00? as opposed to a credit on the account?

We had a customer use a third party to pay for invoices. They asked for a dummy credit we could send them so they could zero out invoices on their account. To do this, I was instructed to create a prepayment (as a positive amount) and then a credit…

Is there a way to give a customer a credit memo without including any inventory items in the "lines" section? One of our salesman price gauged a customer, the customer found out, and now we need to give them a credit to cover the extra price that was…

We had a new person invoicing and invoiced a SO very wrong one time and then couple days later invoiced it correctly. The first invoice the qty backordered was entered instead of the qty shipped and the freight was entered into the discount box. So after…

We have an issue where we have a completed invoice that was paid for and the product was shipped, and now the customer wants to make a return and have the funds credited back to their card. When we attempt to process the refund in Sage we get an error…

We have an issue where we have a completed invoice that was paid for and the product was shipped, and now the customer wants to make a return and have the funds credited back to their card. This seems pretty common scenario but is one that is rare for…

In what version will we be able to bring up an old invoice and issue a Credit Memo rather than retyping everything? Also when is it coming out?[:S] TIA- Tracy

We routinely issue credits for a percentage of unit price to customers who bought product but were not satisfied. The product is not returned we are simply refunding them x% of purchase price. We are evaluating the RMA module and want to use it for all…

Is there an easy way to populate the lines of a Credit Memo in order to reverse a wrongly posted invoice? We had some large invoices that were wrong so we want to back them out but it's very time consuming on these large ones. Thanks!

How do I process a return in Accounts Receivable?

We often have parts that we need to return to a vendor. We use the Return Material module but at the time of the return we don't have the credit memo from the vendor so we can't enter it then. We can't wait for the credit memo to do the return because…

Sage 2013 (5.0) MAS 100 Premium with SQL PU4 Summary: Setting FreightAmt on Pre-Write in a Credit Memo generated by RMA results in Credit Memo amounts turning into positive amount – including NontaxableAmt, TaxableAmt, SalesTaxAmt, DiscountAmt, etc…

I am using MAS 200 4.10. I am creating credit memos in the SO module through a VI import job. The credit memo has to be created first to get the value MAS generates for sales tax, and then updated with the deposit amount including tax through another…

I am using MAS 200 4.10. We are automating our RMA process, and currently are creating credit memos through a VI import job. That is working fine. Now I am expanding the function to include automating credits to customer credit cards. The problem here…

FYI: 2014.3 - entering CM invoice in A/R Invoice Entry Trying to enter Credit Memo in A/R Invoice Entry (e.g., 1234CM) but field just blanks out. However, if you first enter something else in that field (e.g., anything or click #), then hit Cancel,…

I have the following scenario: I invoiced the client last month and posted. The customer called this month saying that the price is incorrect and he was overcharged. I know I can do a credit memo in AR invoicing and credit as “Charge”. But us there…