Sage 500

Hi, I posted same question under a different category, I tried to simplify it here. We currently receive thousands of payments (cash receipts) that need to be applied to open invoices as cash receipts payments from our customers; this is taking us forever…

Hi, We are having a big issue in which we are receiving thousands of transactions from website customers from different sites including amazon.com. One problem is that every transaction is creating a new customer number, so we are receiving thousands…

Hello, We are looking to restructure our Credit Card Payables process. Currently we enter a voucher to a Credit Card Vendor and pay it through the AP that way. We can continue to do that if we can get a decent transactions download that can be easily…

We have been using Data Porter for a number of years without issue - just recently some users are receiving the error "No detail records attached to this row" - I cannot figure out what the issue is.

I'm in Finance / Accounting at an international consulting firm. We're trying to find a way to accrue revenue at a project level without having to record credit memos and reversing debit memos that would actually impact accounts receivable. We're therefore…

We have made a return for credit on a purchase order, that was in error. We now have the return sitting in the Clearing accounting waiting for the Credit Invoice to arrive. We need to reverse the Return on Credit. Besides creating an Invoice, posting…

Our AP department continues to put invoices into the incorrect batch (ex February invoices in a January batch). Is there a way to prevent that? If not, is there a way to search to see if it has happened? Is there a way to fix it without making a journal…

I have posted a standard CM Check transaction and when I went to reconcile the bank account, the amount showed up in my DEBIT column (as though I had made a deposit instead of a CM Check). Looking at the G/L detail for the batch, the system recorded improperly…

We are a manufacturing facility using Sage 500. We have never used the pricing available and we are in the process of re-implementation. I need better understanding of contract pricing. If I set up contract pricing for customer X. How is that information…

Hello. We sometimes encounter a sales order line that is not available to be pulled into an RMA from the Select Lines button. What are the scenarios that would cause this to happen? Allow Returns is checked in Maintain Item for the item. It would…

I am creating a new warehouse that will have many similar items that are already set up in another warehouse. Wondering if there is a way to copy Inventory Items to another warehouse. Either through Maintain Inventory or any other process.

I have a couple of small things, that annoys me. 1. when generating a Financial Report, the Fiscal Year - Period keep a defualt of 2012 and we are in 2015, how can i change this> 2. when process AP or AR, whatever posting date i sent does not carry…

How does one see an attachment in a memo once the batch is posted?

While performing an open PO lines analysis, we filtered the Purchase Order Lines Explorer view to display all lines with a status of Open. While reviewing the data set that was returned we noticed several lines that had a status of open in the Explorer…