Sage 100

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…

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 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.

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…

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…

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…

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…

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…

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…

Hi, I have several customers with special requests regarding the sending of their invoices (mail, fax, e-mail to specific parties, etc). We created memos that pop up during Sales Order Entry. Unfortunately, that department doesn't always remember to…

Is there a way to classify vendors in the AP module to customize access to certain vendors? We handle some employee compensation through the AP module, and would like to restrict access to those "vendors" while allowing the necessary access to all other…

Hello, I am trying to create a button/link inside of AR Invoice History that pulls up the Sales Order and Quote History window. Basically, something that acts identical to the "Invoices" button at the top right of the screen on Sales order Quote history…

Good morning, This question relates to the " Account Inquiry" in the GL Module. When I go to look for an account, I usually click the search button - which brings up the listing of accounts. Mine currently shows the Account, Description, and Status…

Hi, In my previous login in Sage, I selected something that I didn't remember & now it doesn't show the system menu at all. It shows only the tree menu in the tab Task & My Tasks. Please help me! Many thanks Edward

When you select the Customer in Customer Maintenance, the text is gray on a gray background. (Sage 100 Advanced 2017) Older employees have a harder time reading this gray on gray. Is there a way to change this to a bold, black font? I've looked into…

Just upgraded a customer from 4.4 to 2016, standard. In cash receipts in 4.4 the system goes from customer to invoice number. In 2016 it goes from customer to check number. I checked the tabbing thru customizer and it shows customer, then invoice number…

Currently I can only see a few months worth of customer sales history. I need to see more than this. How can I go in and adjust the settings to allow me to see more than just the last few months? I need to at least see all of 2016 and right now I can…

Hi all, i don't have permissions set to update User Maintenance, my mgr. needs to do it. I need to be able to tell my mgr how to set Sage 100 so I can access Expense Distribution Table Maintenance. I quickly looked at User Maintenance but couldn't find…

Sage v4.5 with JobOps I want to default a value from the Parent Item in Sales Order. I have the key to the Sales Order Detail and I am not getting an error, but I am not getting a value for Item Number or Quantity. This is my script. Thank you in…

I know this was possible before. Sage 2016 We have a scheduled job that reads multiple files and import the Invoices and it works fine. Sometimes there is an Invoice with an Invalid Account number ect., so I would like to copy the VI Log after each…

I need to add a million fields of crap.... sorry, meaningful information to track against customers, but this is really something that belongs in a CRM. We do not have a CRM and so some genius wants this done in Sage 100. I have reservations about adding…

How to restrict users from the financial modules?

Hi! Client approached me about limiting a certain product line to $150 per month per customer not in a certain group. For example, a customer that purchased a line opener deal, would be able to purchase an unlimited amount of for resale items from…

We have lost our customized SO order entry screen. How we can recover the customized screen?

Hello, does anyone know if the number of digits the for the PO Number in Purchase Order module is able to be adjusted to allow more numbers?