• What CRM User to use during Sage Premium setup?

    During the Sage Premium setup, it asked for a SageCRM user and I have always used the sa user with no issues.  Can I set up a different user and what rights does that new user need to have to work properly? Are there written instructions to do this?

  • Source Data for Customer Sales History by Period Report

    The Customer Sales History by Period >> Dollar Sold does not match our income statement revenue. I tried reverse-engineering the data and it appears that any values that touch the customer A/R account are included in Dollars Sold, regardless of which…

  • Anyone know of any Performance issues with Sage 100c ADVANCED v2021 PU1

    I'm preparing my upgrade from v2019 to Sage 100c Advanced v2021 with PU1 (due to Scanco Operations Mgmt compatibility) and notice KB articles referring to slow performance issues with STANDARD and PREMIUM.  But nothing with ADVANCED.

    Does anyone know…

  • Sage 100 SQL - Use Script Tied to Button on Production Entry Header to Open UDT Screen and Return Data From UDT to Production Header

    Is it possible from the Production Header panel, via a script, either tied to a button click event or on one of the table events, to open an existing UDT (so that the user can see the UDT), then get a value from it and set a textbox on the Production…

  • SAGE 100 2020 closes on login

    Hello everyone,

    We are running into an issue where at random 2-3 users a day are not able to login to SAGE. They enter their passwords and the screen flashes and the closes. I've noticed that the module date is somewhere in 2015 when I catch a glimpse…

  • Looking to Customize Customer Statements Sage 100 2019

    I am looking to customize customer statements in the A/R Period End section. I can set up basic customizing by setting up a new form and going into design and making my changes, but I want to limit which customers are generated without having to enter…

  • "[ProvideX][ODBC Driver] Internal Error"

    This is happening with a single table MS Query in Excel 64-Bit when accessing large individual I/M and P/R files and continues after rebuilding them (Ex. IM_ItemTransactionHistory) . I reviewed the other thread on this error, but nothing applies other…

  • Custom Office for Work Ticket Templates

    Just discovering the power of Custom Office (I'm a newb). I am running into a wall with one particular item. I have worked my way through creating user defined fields and tables and can successfully customize panels in screens and modules, but I'm stuck…

  • Creating PO via BOI Write Issue

    Hello All! I have an issue with creating a PO via BOI that I was hoping someone can help me with. We're using  Sage 100cloud Premium 2019 Version 6.10.4.0. Here's my code:

    using (DispatchObject poObject = new DispatchObject(pvx.InvokeMethod("NewObject…

  • Move AR Cash Receipts Entry to a different batch possible?

    On occasion we need to move one or more cash receipts entries out of the existing batch, into its own batch. Currently the only way I know to do this is to view the existing entry, open a new batch and manually recreate the entry in the new batch, before…

  • How to use RoundUp in UDF Scripts for Sage 100

    Hi Everyone,

    I created the following Script and there are no errors. I am trying to figure out how many packages are needed by dividing the Quantity Shipped / Pack Qty. The issue is I do not know how to ROUNDUP in the Sage 100 Scripts.

    Example #1: 99…

  • Announcing the release of Sage CRM 2021 R2 in North America

    With a range of sales, marketing and service modules that give end-to-end visibility of data and processes, Sage CRM enables customers to make better informed business decisions based on accurate information. 

    We are pleased to announce that we released…

  • Purchase Order Receipt not properly saving

    I'm working on an integration for a client and am trying to create PO Receipts using c# and Sage 100's BOI. The end result shows the vendor when I look at all PO Receipts, but the receipt is empty when I view the full receipt

    Here are the current…

  • Access to Sage 100 API

    Hello,

    About a year ago we hired a 3rd party company to develop a Sales Order integration for us. Essentially what they are doing is extracting data from our Quotes & Sales Orders application (using Zoho Creator) and using POST functionality to create…

  • Visual Integrator: Creating a job that imports invoices into AP Invoice Data Entry

    Hi all, 

    I hope everybody is doing well. I apologize in advance if I post this in the wrong section. 

    I recently discovered the Visual Integrator module for Sage 100 and have been trying to learn how to create a job that imports an Excel spreadsheet containing…

  • Integrated budget solution for Sage 100

    Looking for a recommendation for an integrated budget solution for Sage 100

  • Sage WO vs PM Cross Reference?

    Hi,

    Is there a cross reference list of what the WO tables/fields are now called/located in PM.  I'm looking to make a new query for PM to replace what I had in WO coming from the WO9 table or WOO depending on Active or History.

    Thanks,

    Ryan

  • Match BOM Production Entry Line Sequence to BOM Maintenance detail line entry

    We are on Sage 100c 2019 and I'm trying to find out a way, that when BOM Production Entry is launched and we go to the lines tab, that the line sequence is NOT alphabetical/numeric ascending (which appears to be the default), but based on the way the…

  • 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…

  • Sage 100 Standard 2020: How do I import a bank statement to Sage 100?

    Hi all, 

    I'm new to Sage 100 and trying to become more efficient at my job. I learned recently that it is possible to import a bank statement onto Sage 100 and automatically create invoice entries for them. After doing some preliminary research, there…

  • VI import into payroll doesn't stop, have to click "cancel". All records are imported, though.

    PR header and detail are chained. Same problem with each.

  • BOI - Bypass Separate Check Popup

    I'm working on a BOI script to create Manual Check entries from a CSV. 

    Everything can import successfully, except when the invoice was set with SeparateCheck = "Y". In regular UI, you get the popup message "The Invoice ____ is flagged for separate…

  • Is there any way by which we can achieve integration between ACT! and Sage 100?

    is there any way by which we can achieve integration between ACT! and Sage 100?

  • Crystal Report Page Layout not previewing any width greater than 8.5"

    I created a Sales Report in Crystal Reports 2016 that has 20 columns of Summary and then those 20 columns have sub-reports that I have linked to provide the Details by simply clicking on the hyper-link of the Sub_Report name.  I added the Sales Report…

  • Approval work flow

    Does Sage 100 have the functionality to incorporate invoice and PO approval work flow without 3rd party software or add-in?