• Price Level by Customer Maintenance

    I am trying to get into the setup option "Price Level by Customer Maintenance" but am receiving and error message. Is there somewhere where I can enable this option?
  • AR AND CREDITS

    Does SAGE have a feature that will automatically apply a customers credit towards open invoices? We have a customer that had a fairly large dollar value of credits on his account. We've been waiting to get direction from them on what to do with them and…
  • Sales Order - Deposit Payment Type

    Hi, For one of our customers, we enter a sales order with the Deposit Payment Type of Pre-paid, but is there a way to see what GL account it is going to? I am trying to track from a previous order, and under the totals Tab that is where it mentions…
  • Customer Statements

    Is there an option to run customer statements for customers with a balance less than a specific amount? (Ie, less than $100.00)
  • Duplicated Invoices

    hi, I'm working with v 2021 Premium. we've had issues with CI_140MB_UpdateDetailToIM.pvc. SO invoice batch posting was interrupted resulting in multiple HeaderSeq numbers being created once posting was refreshed - invoices were duplicated. Looks like…
  • AR Pre-payment

    Hi. Okay..... A prepayment was applied to the wromg customer in Sage and has been reconciled since December 2021. I was told to issue a debit memo for the amount that was misapplied. My big question is.... is it possible to apply prepayments to…
  • Customer Statement Emailing

    Hello All, I was wondering if there is a module that allows you to email statements to customers using the email already used in their respective customers account.. I'm sure this is an option somewhere, but i cannot find where. thanks, Garrett…
  • Making and AR deposit ...from where is coming the PP? What am I doing wrong?

    I go to cash receipts entry and I double click. I created a new batch I click accept, then I created a new deposit number I type the total deposit amount and click accept, then I look for the customer number hit tab then I type check# then I type the…
  • Tell me about your workflow when you have remote accounting staff!

    We are working to streamline our paperwork and overall workflow so we can easily hire remote staff. What we do works when everyone is in one building and I'm trying to get my head around the best practices when there are remote accounting and admin staff…
  • Accounting Practices - Procedures

    Hello everyone. We are an E-Commerce Distributor and Furniture Importer located near Chicago IL. We are currently looking for a consultant that can come in, review our Accounting procedures and see if we are utilizing Sage 100 to its fullest potential…
  • Credit memos and open invoices in SO module

    I created two credit memos in the SO module and noted that they should apply to two specific invoices. However, the invoices had already been paid. Now the customer wants to take these credits against a different invoice. When I go to cash receipts entry…
  • Refund AR via wire

    We have a customer in the UK that returned parts on different invoices. We already applied their wire and the invoices have a zero balance. I wired the refund to them, but I don't know how to book the entry. I need to offset cash. The parts were not…
  • Multiple Changes to Customers

    Hi, I need to change salesperson for multiple customers. Is there a way to do it as a bulk change or something? I've been going into Customer Maintenance and changing it one by one. it's taking forever! I went into Customer View in Explore under Accounts…
  • AR Customer is issuing joint check to our AP Sub/Suppliers - Can someone please help?

    FormerMember
    FormerMember
    Working with a contractor(AR) that is issuing joint checks to our Sub/Suppliers (AP). Have entered inventory through the PO module (Ordered, Received, and Invoiced), and now has flowed into AP. Have entered Revenue Receivable through the JC module…
  • Interactive Dashboard for individual sales order producers

    All the systems I've worked in had capabilities to allow those who create orders to track them daily to ensure products are being ordered in a timely manner and that invoicing doesn't fall through the cracks. I am not getting anywhere with anyone on…
  • "Sales Tax Collected" field on the "Accounts Receivable Sales Tax Report."

    I am having a hard time reconciling the "Total Sales Tax" field to the "Sales Tax Collected" field on the "Accounts Receivable Sales Tax Report." Any idea how these calculations differ? 'Total Sales Tax" appears to reflect what is on the invoice (per…
  • Pre-payment

    The company I work for has gone through 5 accountants in the last year and a half. Needless to say, certain things have gotten a bit frustrating. The girl I replaced was the queen of pre-payments. Our business should never have any pre-payments (and if…