• Pre-Note has not yet been approved

    When we ran our invoice payment selection listing, we see the following message -- electronic payment: the 'pre-note has not yet bee approved so the vendor will be paid by check'. This message is displayed under all of the vendors on this list but their…
  • Reverse Drop Ship Order

    We accidentally created a Purchase Order using drop ship instead of a standard order and we completed the Purchase Order doing a Receit of Invoice Entry. How do we reverse this now so that we can re-process the PO under a standard order so that we can…
  • Credit Card Statements

    What's the best way to record all of the transactions on a credit card statement into Sage 100? For example, we have a company credit card for a lot of miscellaneous charges like gas, food, and other small charges. Would they all need to be created as…
  • Credit Card Information Lost when Going from Quote to Standard Order

    We have sales orders coming through an integration (Insynch), on certain customers the orders come over as Quotes. We need to obtain a PO before processing the sales order, when the order comes over through Insynch as a Quote it has the customers credit…
  • Landed Cost

    We would like to track landed cost. It looks like there's two ways to get the landed cost added - one way is through the freight amount and the other way is through the landed cost. My question is: I have Vendor A ship me items of $5078.61. They shipped…
  • Can't close AP - Error Check and Electronic Payment Data Entry is in progress

    When trying to close AP for the month in Sage 100 we are receiving this error "Unable to perform Period End Processing while Check and Electronic Payment Data Entry is in progress". However, there is nothing to post. I read that I need to reinitialize…
  • Auto-posting "All" batches, but exclude the occasional batch?

    Scenarios: Client wants shipments to post as soon as they are entered / imported. Yet, they also sometimes create SO invoice batches (for adjustments, special invoices, credits...) where they do NOT want those batches to auto-post. Yes, I know auto…
  • Purchase Order Entry - Number already exists, but can't open

    Hi all, We have a PO that was created earlier this year, but recently we were trying to review it and couldn't access it. It gave us the error below in Purchase Order Entry that says it already exists, but in Purchase Order Inquiry it says it is not…
  • INVENTORY TRACKING FROM A SALE

    I'm wondering here.... We are an electrical company, but do sell parts to the public from our inventory in the warehouse. So my problem of understanding is this Inventory Allocation. When a customer comes in to purchase a part we create an invoice…
  • Receipt of Goods and Invoice Price Difference

    If my vendor's invoice is 10 cents less than my PO, is there a way to adjust this in the Receipt of Goods Entry instead of doing a credit memo for the 10 cents? I tried to put the 10 cents in the discount box but that didn't reduce the vendor's invoice…
  • Packing list for a multi-order shipment

    With packing feature in Sage, we can create a packing list per order pretty easily. But does anyone have a good idea on how to make "one" packing list containing all items from multiple orders shipped at the same time? A prime example would be a containerized…
  • Adding items to inventory

    This question may seem so simple compared to the questions I am seeing. I am trying to add an item to our inventory, but can't seem to find anything under Inventory Management that would allow me to do that. If someone is able to tell me how to find that…
  • Fortis Pay message: "Click to Pay invoices have not been posted. Please print invoices before updating" - but won't allow printing or updating.

    We have a client who is unable to post their AR Invoices due to an error in the Sales Journal: Apparently all invoices have been printed, but we just can't update the sales journal. We do have a ticket open with Fortis' "ERP Support", but so far we…
  • Ship/Expire Date on Quotes

    Is the Expire Date for a Quote just a reference field, does it not automatically "Expire/Delete" the Quote? Didn't see any really helpful information in the KB articles, one article talked about OE, which I guess would refer to SO Entry. I see these options…
  • SAGE 100 ERP - error creating direct deposit file

    Hello, I recently upgraded a system to Windows 11 Pro and had to install the SAGE 100 ERP program for the Payroll department. Everything works fine but for one problem. There's an error when they try to generate the direct deposit file for the bank…
  • AVERAGE COST ON ZERO QUANTITY TIERS

    I have an item that has a really high average cost. The cost detail of this item only shows 4 tiers with quantity on hand that reflect the correct cost of receipt. Why is it pulling a wonky cost? I see in the history of the receipts that once upon a time…
  • Receipt of Goods Register Error Log

    Hello, I am getting this Receipt of Goods Register Error Log. It also generates the same Receipt if Invoice Error Log. Any idea how to fix this? The Receipt of Goods number doesn't even seem to show up anywhere when I look for it. Thanks.
  • Return Item on Sales Order

    Scenario - A customer orders an item in quantity of 1 - item # abc123. A sales order is created to show that part, invoiced and sent out. They get the part. It turns out the wrong part was ordered, they wanted 123abc. A new sales order is made for…
  • Change Order Invoicing

    After a change order has been set up & I want to invoice from it, is there a way that the invoice be a partial invoice each month?
  • CI_Item Discrepancies

    I am running a report to catch items that we might not have in inventory (for various reasons), before orders get entered for them. I check this report pretty much every day and I know for sure this item wasn't on it last week. However, today I ran the…
  • Post a Bank interest Payment

    Hello, How can i post a bank interest payment.
  • PHANTOM IA ADJUSTMENTS

    IM_Transaction Code IA I am starting to see some inventory numbers getting off point and these random IA adjustments are looking like they are the culprits. The item I am investigating had no other transactions against it before this "phantom" transaction…
  • Paya problems

    Just wondering if other's are having problems with Paya or is it just me. Occasionally, I have an extra large day, and the deposit seems to take about 5 days to show up, when all the other batches are coming in the next day. I have found it nearly impossible…
  • Error when reversing cash receipt

    I'll try and make this quick. I entered a cash receipt on 5/3 which paid several invoices for the same customer. It appeared as though the customer had underpaid an invoice, so I applied only the amount they were paying to that invoice, which left a balance…
  • how to unclear a check in bank reconciliation

    is it possible to unclear a cleared check within the bank reconciliation?