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  • VI JOB Cash Receipts Import - How do you set up the job to validate INVOICE TYPE in the user's source column/field to be either IN or PP and never blank or null?

    Please help!!! Very simple VI job has been in use since 2015, maybe earlier. But within the last year, we have had at least 3 incidents, and want to make sure that if user forgets to populate this column of the AR cash receipts excel template, the record…

  • How to record a wire transfer in AR

    How do you record a wire transfer from a customer in AR? In AP there is the selection drop down for Wire Transfer, but not in AR. I read if we use ACH/Credit Card, it doesn't post to BR. So do we use Cash and if so, how/where do we enter the long 15 digits…

  • How to make new customers appear in drop-down menu?

    When we had Sage installed, all of our customers were imported into the system. When I start to type in the 'Customer No.' field, a drop-down menu appears with predictions of those customers. However, when I add a new customer, I have to click the magnifying…

  • Reverse posted prepayment and credit memos

    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…

  • Service Invoice Discounts with Service Contracts

    Hi, Wondering if anyone knows how to automatically calculate the the discount that a customer receives when they are on a service contract plan through the assembly 9-3 screen? Some background I currently have all my service technicians on Sage Service…

  • How can I get Customer Memos to pop-up in Invoice History Inquiry?

    Hi, I have several customers with special requests regarding the sending of their invoices (mail, fax, e-mail to specific parties, etc). We created memos that pop up during Sales Order Entry. Unfortunately, that department doesn't always remember to…

  • AR Customer SalespersonNo2 field

    Under what circumstances does the AR_Customer SalespersonNo2...5 populate? I am trying to determine if we can use this field for tracking. Thank you for your input!

  • National Accounts and effect on Date of Last Activity

    Am I correct that if we turn on the National Accounts feature, that for those "sold-to" customers we have assigned to a "bill-to"/National Account, the DATE OF LAST ACTIVITY will only update on the Bill-To Account, and not on the Sold-To account because…

  • AR Invoices with different customer names

    I have a customer who used to be set up as a different name. On the old name, there are outstanding invoices. On the new name, those exact same invoices are marked as a prepaid. How can I clean this up and get all invoices under both names to a zero balance…

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