• Customizing "Ship to Address" Field

    Within the Sales Order ----> Sales Order Entry Module, I am trying to add some customized fields related to "Ship to address" within the button itself. (Shown Below) Is there any way to customize the Panel shown above?
  • Product Line in Open Sales Order Report

    As I slowly work my way through customizing our Sage 100 Advance instance, Sage City has been the greatest resource! Thank you all! I am working with the Open Sales Order Report now and stuck on suppressing some items in the report. The end goal…
  • Daily Sales Report

    I am trying to update my day but every time I click on the daily sales report in SO, it will not launch and crashes pvxwin32. The links file has been renamed to break our 3rd party connections with zero impact on the launch. Everything else in Sage run…
  • display separate quantities for each warehouse in item look up

    Hi there! I'm a fairly new Sage 100 user and work in a call center that handles sales for multiple warehouses. I get a lot of questions about the availability of products and in different sizes (which we use different item codes for). I would like…
  • How to find the cause of variance between invoice total and the number on income statement ?

    Hi, I run a net sales report from AR explore=>customer history invoices view. I use the invoice total minus sales tax, which gives me the net sales for that period. However, this number does not tie my income statement number. My June net sales total…
  • Sales Orders are disappearing during the "get EMV" process

    This is happening after our sales associates are done creating the sales order and have already clicked the EMV button, and swiped the card, then when the go back to click the "Get EMV Pmt" button, the sales order is gone. The credit card processes fine…
  • Sales Order

    H ow do you reopen a sales order that was closed during the invoicing process
  • [New Order]… reducing the time to next screen

    Using Sage 100c 2017 v5.40 & CRM 2017 R2, I find it takes north of 22 - 25 seconds for the "Create New Sage CRM Order" screen to appear. It's not much but another 4 seconds after hitting the [#] button for Sage CRM Opportunity. I would like to work…
  • Customer Price Levels - Automatic change of Sales Order & Invoice Price Level when invoice becomes past due.

    Hi, I am hoping the SAGE community can help with this request. We have a standard wholesale price, say $10 for a SKU, and we have a range of price levels for our customers. If a customer has a price level of 20% off wholesale, the SKU would appear on…
  • Closing / Canceling Old Sales Orders

    Is there a way to close or cancel an old sales order, without deleting it or invoicing it? We would like to close a bunch of open orders but we would like to retain the history. I know that invoicing is an option but we also don't want a bunch of $0 invoices…
  • Deleted SO Shipping Data Entry showing up in SO Invoice Data Entry with 0 cost

    Currently, we're on Sage 100C 2017 v 5.4, this was a recent upgrade from v 4.9 last September. One of our user is noticing that deleted orders in the SO Shipping Data Entry batch is showing up in the SO Invoice Data Entry batch that is billing to the…
  • Quotes from Sage 100 ERP integration as PDF (cross-posted)

    Hello! Can PDFs that we create through Crystal Reports in ERP be automatically loaded into CRM quotes/documents? We're working with a Sage CRM 7.3a & Sage 100 ERP integration, and therefore we are creating quotes and orders using the ERP Sales Order…