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Good day, Today we discuss submitting cases to the support team. We all have ways that we prefer to request help from support, that can be via a phone call, emailing, or logging into the portal and creating your own case. Whichever way you determine…

Today, I'll be demonstrating and discussing a troubleshooting step that some may be unaware of regarding the accounting task. What's this mysterious and obscure troubleshooting technique....so you say? Disclaimer, I would not consider this troubleshooting…

The new year 2022 is coming and that also means that you need to have year 2022 created in your Sage 500 inventory calendar. The Inventory Calendar must be set up before posting transactions to the year 2022. Since there is no direct task on the Sage…

Let's show you how Import Dutie s is applied in a Sage Evolution company. In here you’ll learn more about its background and how to properly process it on a Purchase Order / Goods Received Voucher Importation Split screen. A) Import Duties: Background…

You can use Maintain Business Insights Views / Context Menus to add a Business Insights Explorer option to the Preview Navigation bar. In the following example a Pick List preview is added to an existing BIE Customers task. You can create your own BIE…

Manual Credit Card Transaction can be used when a credit card transaction has been entered or updated outside of SAGE 500 ERP and the state needs to be brought into synch in SAGE 500 ERP. For example customers are performing transactions outside of SAGE…

In Sage 500 you can add the Data Import Manager job as a task on the user's menu by giving them the ability to run the tasks without granting them access to the Data Import Manager module itself. Launch MAS 500 and go to System Manger>Tools>Task…

If you are interested in finding the name of the SQL view associated to a given lookup view screen, here are a couple of ways From System Manager , Maintenance , Maintain Lookups and click on the lookup flashlight. In the Lookup column, locate Vendor…

If you want to be able to set restrictions for users/groups on columns or rows in Business Insights Explorer (BIE) views, you can with Maintain Task Restrictions. To access, go to System Manager , Maintenance , Maintain Task Restrictions . You will need…

For those that still print registers or reports to paper, there is a task that can help you manage what gets printed on those reports. There are several sections on the body of report that can be modified. Lets take a look at this task in more detail…

In IM Options a user can specify whether negative on-hand balances will or will not be allowed in their system. If the decision is to allow negative balances, Sage 500’s Negative On-Hand report allows users to research and to correct any remaining negative…

Inventory items can be tracked by lot or individual serial number or can be both lot and serial tracked. Serial - a unique number assigned to a single piece Lot - a unique ID assigned to a homogeneous quantity of material Both - use both serial…

Here are some hints and tips about Bank Reconciliation that will make it easier for you to perform and understand Bank Reconciliation in Sage 500: The ‘Book Balance’ is the balance in Cash Management Module. It is not the General Ledger balance in…

Updated 01/11/2024 Are you a North American product user and have you received a service plan renewal notice and or a message about an expired credit card? The Sage Customer Portal or Partner Portal let you add or update an existing credit card…

This month we will look at how to create a customized lookup. The customized lookup will help your Sage 500 users streamline their searching when performing lookups. The following example is in the Maintain Vendors lookup used throughout various tasks…

Here is a tip to help you find invalid email addresses associated to customer contact records. We have run across data had been imported from other systems with incomplete or wrong email addresses, that found their way into the EmailAddr field in the…

Sage 500 version 2018 has some enhancements for Document Transmittal when SMTP transport method is used. There are two new check-boxes: Use SSL – Set this flag if the SMTP server requires SSL - standard security protocol for establishing encrypted…

The Sage 500 Database Upgrade Utility checks for unposted batches before the upgrade actually begins. All batches in all companies must be posted or deleted to get past the message informing you that you have unposted batches. The T-SQL query I modified…

You might have a business need to verify the current session's user credentials before certain actions are taken. This requirement exists for certain industries (such as CFR 21-11 in pharmaceutical industry) to force in some cases an authentication…

In this post, the second installment in my series on non-routine transactions, I’ll explain how to issue a refund check to a customer. If you read my previous post on recording a refund from a vendor , you’ll notice that the two processes mirror each…

Multicurrency Revaluations are taking a snapshot of the current picture to see your value as of certain date. Only foreign currency transactions or accounts are revalued, since home currency transactions are always booked at a 1.0 exchange rate. The system…

How many times have you looked at Sage Enterprise Management and noticed a new Menu item or function? Today I like to talk about Database Consistency verification (UTIBASE). You can run this function from Development, Utilities, Verifications, Data. Before…

With each check run in Enterprise Management, you strive to pay all your supplier invoices on time, but not early and take advantage of discounts. Occasionally, the Payment Proposals doesn’t include all the invoices you expected. Here are some tips on…