• Creating AR Aging in Sage Intelligence Sage 100 Advanced

    We need a multi company Aging Report and want to create it in Sage Intelligence reporting. I am assuming I cannot use the A/R Aging work file as it only works when run in Providex. Right? I did try that file in SI and came up with no data. I am not surprised…
  • Move Fields from Additional to Main Tab

    With 4k monitors and a lot more screen room we would like to move some information from the "additional" tab to the "main" tab in inventory and accounts receivable so we don't have to flip back and forth between tabs to see everything we need. I was working…
  • Sage 100 2018 Customizer question PO Receipt of Goods Date UDF to post thru to IM Cost file

    Sage 100 2018 Customizer question All Inventory items are FIFO Valuation Client wants a Date UDF added to the PO Receipt of Good Lines I added the Date UDF to the PO Receipt of Good grid I need to know the steps on how to get this Date UDF to post thru…
  • SO entry screen

    We just did the SAGE 2021 update and something all of our people are finding an issue with is In SO entry screen under the lines tab we used to be able to have the columns in the order we wanted and have what we wanted to see and it would remember it…
  • 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…
  • Header Print Area

    We have a lot of information in our header tab already and when we print our sales order the space is mostly allocated. We have a new UDF field that we need to create and I am trying to figure out a place to put this new information, was hoping in the…
  • Restrict access to standard report settings?

    Is there a way to restrict access to standard report settings while allowing employees access to custom settings? We recently upgraded to 2018 and use the Job Cost Module. The Job transaction detail report is something we use frequently but since we upgraded…
  • Customer Loyalty Programs

    My company is looking into B2B customer loyalty software programs. We use Sage as our POS and have ran into some road blocks with software integrating-- does anybody currently use a customer loyalty program that has worked well hand-in-hand or completely…
  • 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…
  • How to run bat file followed by VI job and Sage Tasks from a single command

    I need to run all the following in sequence 1 Run MS Access Macro - I have a bat file that does this nicely 2 Import data into 'Production Entry'- I have a VI Import job that works 3 Launch 'Production Register Update' panel - I see this can be…
  • Div Zero message when trying to create calculated field in Business insights Explorer.

    I want to create a calculated field (say Gross Margin) in the Item View Explorer. Calculation would be (Standard Price- Last cost)/Last Cost. However there are several items that do not have a last cost yet because there has not been any inventory produced…
  • how do I add the email address from AR_CUST to open sales order report?

    I am trying to add the email address field from the Customer Master File (AR_CUSTOMER) to the open sales order report so that as we ship items clients can get email with tracking number from our shipping software. I have attempted to add the ar_customer…
  • HOT KEYS available?

    Does anyone use "HOT KEYS" in Sage 100? This would be a way to quickly use, for example <shift> <F4> to print the phrase "FREE FREIGHT" once preloaded so that we don't need to type "FREE FREIGHT" completely every time we want to add this line as a comment…
  • Inventory Script for Sage 100 ERP 2015 Premium SQL

    Hi, I am trying to update a Script that worked in MAS 200 Version 4.5 (NON SQL). We've upgrade to Sage 100 ERP 2015 Premium (SQL) and now it does not work. Here is a copy of the script that worked when a button was clicked in Inventory Maintenance.…
  • BOM Header changes via BOI?

    Hello and thank you in advance for your help and advise. I am trying to create a program that uses the BOI to insert a RMA at the time of arrival. The issue I am running into is the BOM is set to "inactive" in Bill of Materials Maintenance. What…
  • 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 a UDF from GL_DetailPosting to Journal Drill Down

    Hi, I have a UDF (USER_KEY_CREATE) created in GL_DetailPosting that stores the user key of the person who creates a journal entry. I am trying to get the UDF field to display on the journal drill down field of GL account inquiry. I had assumed that…
  • Can I create a UDF or use customizer in Item Maintenance to have the ability to view our BOM's for each item?

    When we view items in Item Maintenance, we would also like to see the BOM's listed on the Header. We want to see exactly how we calculated the price directly on IM and not have to open another module, then revert back ti IM. We have a lot of items that…
  • Issue with button script/refresh grid

    I have a button script in SO entry which uses the new invoke lookup function. The lookup calls the customer's price schedule list then after selecting it Adds that item to the order. The script works fine as long as the line is not the first line. If…
  • BOI Scripting Problem - Fails on path

    A customer needs to bring in a sales order from a SQLdatabase in Sage 2013 using the BOI. The SQL server is separate from the MAS server, both in our data center environment. We believe permissions are OK. Our code is doing: PathHome = "\\machinename…
  • Linking Salesperson with Customer Maintenence

    Hey all, Is there a way to link the email address in the "Salesperson Maintenance" screen which is tied to a particular client to the client's "paperless Office Delivery Options In AR Invoice" (Possibly with a check box?..) Just as there is a check…
  • VI Import Purchase Order - Sage 2013

    Is there a way that you can assign an Item number in the import based on a UDF in the CI_Item master? Please do not kill the messenger. My thoughts are no, but then maybe I am not creative enough. The import file has a value that is stored in the…
  • Customized Item Maintenance Panel Generates Errors when Accessed from BOM Module

    Hello, We recently customized our Item Maintenance/Inquiry panels by adding a UDF. Initially this field was cut off at the bottom of the screen, but after we resized the panel, it works nicely. The problem is that the incorrectly sized panel still…