• Payment Terms Set-up Pays 10th of month for Previous month

    I have a customer that would like to pay the 10th of each month for the previous month, in addition to a 2% discount off invoice at time of payment. Is there a way to do this in Sage without making custom field calculations? I am using Sage 100 2022…
  • Sales Tax Exemption Expiration Logic

    Hello all. I'm new here, so I'm stumbling my way through some of this...it has been enlightening to say the least! Here in Oklahoma, agricultural sales tax exemptions expire periodically. For audit purposes, we must maintain records of our customers…
  • Customizing "Ship to Address" Field

    Within the Sales Order ----> Sales Order Entry Module, I am trying to add some customized fields related to "Ship to address" within the button itself. (Shown Below) Is there any way to customize the Panel shown above?
  • Departmentalize Chart of Accounts

    Does anyone have any tips or tricks to implementing a departmentalized chart of accounts in Sage 100? We are looking to break out accounts into 3 different department, but also have the capability of running a summary chart of accounts as well.
  • SO_SalesOrderMemo_bus SetValue on field Attachment not work

    we use a external BOI to maintain sales order memo, to validate attachment file path is valid, below script works for all other memo fields except Attachment. Does SetValue not work on field Attachment? retChk(oSS.nSetDate("S/O", Today.ToString("yyyyMMdd…
  • Vendor has a DBA name on W-9. How to record in vendor maintenance?

    When a vendor's W-9 lists company and/or personal names in both boxes one and two, what is the correct way to record this information in vendor maintenance? In other words, what name should go into the Name slot in VM? Or, should the two names be split…
  • A/R Payments

    Hi Folks, I am trying to add payment information to my A/R invoices. My test company has a formula field called "Payment" with the following formula "formula = {@NetInvoice} + {AR_InvoiceWrk.FreightAmt} + {AR_InvoiceWrk.SalesTaxAmt}" that does not seem…
  • GL Reporting

    Hi Guys, New member here and new to Sage 100. I am trying to custom build a GL Details postings report for beg of the year to present to present to management and want to include my own parameters like: (period, account, account description, p&l category…
  • Finding the number of invoices entered in AP? AP Analysis Report is showing data from a previous year. How do I change the periods it is pulling from?

    I'm trying to find out how many invoices are being entered by month/period. The generic report JAccounts Payable Analysis Report shows this information, but it is showing me data from year 2022, May through October. How do I change the date range? Or…
  • Changed the description name of Main account, and TB and account inquiry still shows the old description?

    I changed the description and short description and hit Accept from the Main Account Maintenance window. However, the trial balance and account inquiry still shows the old description. Shouldn't I be able to update the description from the Main Account…
  • Total Material Cost in Cost of Sales

    Looking into a way to have Sage automatically calculate the Total material cost by taking beginning inventory plus purchases, less ending inventory and incorporating this into the financials cost of sales. Is there a way to have this done? Also, if…
  • Anyone needing to set up Penny Test processes in Sage 100?

    We need to have the ability to use Penny Test to verify bank accounts for a vendor instead of Pre-Notes. There are too many ways that fraud can occur by just using Pre-Notes. I created the following idea. If you agree, please vote for this. www5…
  • how to create a popup in invoice data entry when a price is at zero?

    How would I go about creating a popup for invoicing department when they are invoicing orders and some line items have a "0" for price? The goal is to eliminate giving things away for free by accident.
  • Vendor Electronic Payment Table Audit

    We need to track all additions/changes/deletions in the AP_VendorElectronicPayment table. Has anyone used scripts to track the changes successfully? We are using Sage 100 Premium. I have not used scripting in Sage, but I believe this could be a solution…
  • Sage 100 A/P Expense Distribution Table

    Hi all i had some Expense Distribution templates set up in my a/p module. Yesterday, when a staff member went to use it, all the fields were sent to a percent value. We just want to enter straight $$ amounts, not percentages. How can I change this back…
  • AR statement print sold to formula

    In the canned AR statement form, there's a formula called PrintSoldToCustomer. Does anyone know where this formula is pulling from? I don't see a parameter when printing the statement where you can check this. Sage 100v 2021.
  • Export Sales Order info to excel and have Excel Addins work

    I made a function in visual basic that I added to an excel sheet called MyFunctions that I have saved on my system as an Excel Addin. If I open Excel and type in a phone number with various punctuation marks, it strips all that punctuation out and returns…
  • Standard launcher: custom report not hidden when user has no access?

    Tested in v2021 Standard. No access in Role Maintenance for the report. Yet it shows up in the Standard launcher's UI... clicking confirms no access. I thought one of the features of the new launcher was to hide functions / tasks / reports in…
  • 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…
  • Certificate of Insurance from my customers

    Is there a way to record Certificate of Insurance from my customers in Sage 100 Premium version 2020?
  • Automatic Reorder Report issues

    We are having issues with our reorder report in the PO module. We've gone back and forth with our reseller for months, and they cannot figure out the issue they've opened a ticket with Sage at this point. We've decided to go ahead and start to modify…
  • Hiding Sage fields using scripts

    Hello, In the past we've successfully hidden UDF fields with scripting. But we're trying to determine if it's possible to use scripting to hide Sage fields, currently our alternative is to use Custom Panels but that would be quite the hassle given our…
  • Best Practice for Required Fields?

    We are working through a revamp of our user-procedures and workflows. One of the key tasks for this is making more fields required. In the past, we have used either scripting or Custom Office to do this, but I'm unable to find any clear definition of…
  • Stop memo pop-ups in Cash Receipts Entry

    Hello, We have an issue with our AR Department, where they go to Cash Receipt Entry and a specific memo (SR document, special standards for many of our customers) will pop up. This is becoming a bottleneck in productivity and we are trying to disable…
  • Adding Statement Fields to A/R Invoice

    Has anyone been able to add statement fields(i.e. balance forward, invoice balance) to an A/R invoice template in crystal reports? If so, how? We are beginners at Crystal Reports but didn't see the fields available in the field explorer.