• Price Sheets / Contract Pricing

    I have a situation where I am having trouble finding a solution. Please, see below: I have one salesperson that I want to give promotional pricing to, but not other salespeople who pull out of the same warehouse Is there any way that I can possibly…
  • Sage 500 Domain User Creation - Domain Missing

    Hello, I'm in the process of moving SAGE server from one MS Domain to another. I've imported the DB and Ran the DB update utility to synchronize to the current database. The road block I'm facing is how to add newly created users to Sage if the domain…
  • Moving Sage 500 ERP to New Server

    Hello all, I've been tasked in moving our current SAGE 500 ERP 2017 7.8.1 is running on Server 2008R2/SQL 2008R2 on XYZ domain to a new VM running Server 2016 Standard/SQL 2014 Standard on ABC domain. Given my short experience with SQL I wanted to get…
  • Purchase Orders; Warehouse Line Item Issue

    Got a question regarding Warehouse field on the PO Module. When creating a P.O we normally place warehouse ID where our material is supposed to be shipped to The issue I'm having is when using a specific warehouse (above warehouse) when we delete the…
  • User Activity

    Once again, sorry for these newbie questions... Is there a way to view user/users activity log? For example if a user ran a report, what report was ran... If he did some data entry, where did he did that. I'm currently trying to monitor this monster…
  • Need to find consultants to teach us how to use Sage 500 purchasing module properly - Located in Irvine, California area.

    We recently acquire a UK company that runs Sage 500. We found out that there is not a lot of knowledge in the organization there about the purchasing module and we also have been tasked to learn that function. Therefore we have a need to find a good consultant…
  • Error on application start. Sage ERP MAS 500.

    Hello, One of my users has an application I have not dealt with before. It is installed on 2 computers. It is working fin on one of them and on the other it recently stopped. Any help would be appreciated as I know we do not have support and I am not…
  • Office update to 2019

    We have some users using Sage 500 locally, we just did an Office update to 2019. Now the export does not work in the Explore view. Options are greyed out.. Is there a setting in Sage needs to be updated?
  • Is there a keyboard shortcut to advance tabs?

    I've used other versions of Sage, but I'm new to Sage 500. Is there a keyboard shortcut to advance tabs when you're in Accounts Payable > Process Vouchers > Enter Vouchers? I'd like to be able to use a shortcut to move from the header tab to the detail…
  • Build To Order Kits at Fulfillment

    Does anyone using Sage 500 have a Build Your Own kitting function at fulfillment? I'm exploring the opportunity to offer customers an option to choose the items to include in a multi-pack gift set and pass along in a pick ticket for kitting and fulfillment…
  • How can I enable "Data Import Manager" module?

    How can I enable "Data Import Manager" module. It is greyed out when I try to enable. Is this an extra fee or something I need to download? Thanks in advance, Dan
  • Allocated Material

    In our current configuration, it is not possible to bin transfer allocated material. Is it possible to change something to allow bin transfers of allocated material? If so, what? Thanks, Steve Riggins Rotomaster USA
  • Maintain Item Code Tax Mapping - how to get a new sales tax class/tax code ID to select? - SAGE 500 ERP 2013

    I need to map a sales tax class to an inventory item in "maintain item code tax mapping". We use Avalara and if I don't map, the sales tax class is blank when it communicates with Avalara. I can create a new sales tax class in common information/maintenance…
  • Inventory Allocation

    Does Sage allow you to allocate OH inventory to only be shipped for a specific customer?
  • What happens to a Work Order if a Routing becomes inactive?

    Work order was created and then a month later the Routing/Version was made 'inactive' but the Work order wasn't finished. Would this cause any issues with the Schedule generation? Or does the routing only need to be active when the WO is created.
  • Where does one set the GL Account Used when an invoice is received and a tax amount is entered?

    Where does one set the GL Account Used when an invoice is received and a tax amount is entered? Example: Create a new "Enter Receipt of Invoice" batch. Select the invoice. Under the "Sales Tax" tab, enter a tax amount. The tax class of "Nontaxable…
  • FIXED: Unable to process export request.

    When trying to export a Sales Report to Excel, received the error above. The fix was to change User Account Control settings. Lowered the security bar and it worked again. Only had one computer having this issue. Also may need to change the Sage program…
  • Exclude a work order from Schedule Generation?

    Is there a way to exclude certain work orders when generating a schedule? I've searched online forums/read books but I do not see anything on if we can exclude certain work orders. Please advise. This is in reference to the 'Schedule Generation' after…
  • Sage Intelligence License Manager Shows 0 Report Manager Licenses - should be 4

    Sage Intelligence License Manager Shows 0 Report Manager Licenses - should be 4 I am using a test license for 500 because they are upgrading - cannot get Sage Intelligence to work
  • Sage 500 ERP 2013 Client replacement?

    Hello, I was recently tasked with upgrading Sage Fixed Assets from 2018.1 to 2020.1. The issue is 2018.1 was running on Windows 2K8 and 2020.1 doesn't support 2K8. We got everything backed up Database wise and moved over to the new environment. I learned…
  • Document Transmittal - Exclude Primary Contact

    Hello, I was wondering if there is a way to EXCLUDE the primary contact from receiving emails via the document transmittal function. We have other contacts that receive Sales Orders and Invoices and the primary contact does not want to receive any emails…
  • EFT file location

    Can the EFT file be saved to a network location? Environment: CITRIX, Sage 7.7 When the set file location button is clicked only the C:\ drive contents are displayed with no option to change to a network drive. Thank you
  • Could not launch launcher service. Please check your installation

    Error message: "Could not launch launcher service. Please check your installation" I did see the posting about running the Client Configuration Utility but this is occurring on a weekly basis. My clients environment: ~Six Citrix servers running Windows…
  • Sage Intelligence and Multi-Currency

    "How do you work with multi-currency in Sage Intelligence for Sage 500 ERP?" was a hot topic from the Sage City Live networking event at Sage Summit 2013. What are your thoughts?
  • New company setup

    We currently use Sage Mas500 for three companies. We would like to create a new company and use one of the existing entities as a template so as to avoid manually configuring the various modules. I've read that this may be possible in other versions of…