• Line Defaults Tab in Enter Sales Order

    There are certain fields on the Line Defaults tab that prompt to change all open lines i.e. Requested, Sched Ship, Promised Date fields, Ship Via, Shipping Priority.  The same doesn't go for Reference or FOB.  Has anyone tried to customize to allow…

  • Does anyone know if you can customize (rearrange columns) on the Create Pick List - Lines to Pick screen?

       Is it a view that sets these columns and their order?

  • Setting Drop Down

    Is there a way to sort the explorer view settings drop down?

  • Custom Lookup Views

    I followed the How To Article in this Sage 500 forum (https://www.sagecity.com/us/sage500_erp/b/sage_500_erp_blog/posts/how-to-create-a-custom-lookup-in-sage-500) to create a custom lookup for users to see .  I set them up in Maintain Lookup Views, then…

  • Multiple Companies

    We have multiple companies and I would like to be able to visually see which company I am working in - does anyone know of a way to change the color of the screen or some other visual aid?

  • Why do some report tasks have a .NET Configuration File?

    During discussion today the question came up "Why do some Sage 500 report tasks have a .NET Configuration file and others do not?"   Since the report task is still written in VB 6 and there seems to be a necessity to interact with .NET because…

  • AP Voucher Entry - Shortcut to go Back in to Grid?

    When I'm in the AP enter vouchers window, if I'm on the Totals tab, is there a keyboard shortcut to enter back into the grid on the Details tab? I know that I can do Alt + D to go back to the tab, but I'm hoping to find a way to enter back into the grid…

  • Error 430 in clsInitialize - Class Does Not Support Automation


             I have run into a strange issue I am hoping someone out there can assist with or might have some tips to further troubleshoot the issue.  We have made customizations to various existing tasks and created new tasks for Sage 500 2017.  


  • Duplicate account numbers in consolidated report (Accounts S500 1-0)

    Changed a report to pick up 3 of our companies (A,P and C) 

    (Created consolidated connector then exported and imported the report using the consolidated connection)

    The accounts union report (Accounts S500)  is one of the many that are included in it.


  • Is there a Sage Intelligence report that would generate or could to be used to generate an A/R Trial Balance.

    The A/R trial balance within SAGE 500 is not flexible enough to easily sort the returned data by invoice number.

    We are hoping SI could provide greater flexibility.

  • Picking list by company

    I need a separate picking list form for each company. Where is this setup? I cannot find the picking list in business forms in Common Info.

  • Suppressing Zero Rows

    We had the same issue with suppressing zero rows once the report is run out and wanted to share our solution.

    Background:  The ZeroFill function is used to suppress rows which have zero value in a particular column in the Excel Workbook.

    If a parameter…

  • Matrix Pricing by Customer Group and timCustItemPrice

    We have a customer group that is wholesale. In the Matrix Pricing GUI - the group is set to:

    Method - Discount Amt

    Base - List Price

    Amount - 0

    The customers in this price group do not show up in the timCustItemPrice table at all.

    We have a custom Crystal…

  • Email Variables

    We want to customize our statement emails to include customer name, code, etc.

    Can Document Transmittal accept variables?  if so, is there a list of variables?



  • Income Statement - Current Quarter

    What is the best way to create an Income Statement that contains 2 columns, the first column is "Current Quarter"  and the second column is YTD column?  I am trying to figure out the best formula for the current quarter.  Is there a way to input…

  • Auto-Signature maintenance

    How do I adjust the rules for accounts payable check auto-signatures?

  • Need Sage Account Rep and Solid Sage 500 Consulting Partner

    Hello Everyone,

    I am new to Sage 500, and in inherited the system yesterday and I need a solid Sage Rep to give me the updates on the product and where its roadmap is headed and I need the names of several US Sage 500 Consultants that can help us upgra…

  • Prepaid Customer Orders in SAGE 500 Sales Order Module

    We charge customers upfront for 100% of the sales order value and then typically ship the order in 2-3 transactions.  We want to be able to record the entire prepaid credit card cash receipt up front in our GL, and then as we do partial line item releases…

  • Disable or Hide Commit button on Customer Returns Screen for a Security Group

    Does anyone know the best approach to disable or hide the commit button on the Customer returns screen? Maybe using customizer but how would you do it?

  • Does Sage 500 ERP have restful web apis?

    Does Sage 500 offer the same set of web APIs that Sage 300 offers (Sage300WabAPI/swagger)?

  • How to find out exactly what an application is doing in Sage 500 without source code?

    Our company wants to write its own labor entry screen outside of Sage 500 (ITAR compliance for a government contract), but integrate it by writing/updating/selecting from the Sage files. Basically mimic what Sage 500 is doing. How do I do this without…

  • Invalid characters in Item and SO ids

    We are running into issues where a user copies a part ID from an excel sheet only to get a space at the end of the item ID or SO tranno.  Sage support didn't have a good suggestion to keep this from happening. 

    Has anyone else run into this?  If so what…

  • Sage Intelligence Row definition

    We are trying to use SI as a replacement for FRx. It does not appear to have the concept of Trees or Rows. Anyone had this issue and if so how did you get around it?

  • Any tips on passing a value such as the Residential checkbox from a Ship To Customer address and display it in the Enter SO & Quotes screen?

    I am looking for tips on how to display the Residential checkbox from the Customer's Ship To Address to the Enter SO & Quotes screen as a Read-Only field. This would let the user know if the address is Residential or not without having to drill into the…

  • Is there a way to limit access for Vendor Types?


    We were curious if there is a way to limit access to a specific vendor type through the Accounts Payable >Maintenance>Maintain Vendors section. We currently have two vendor types Merchanise, and Operating. We would like for some of our users to…