Sage 100

Our company has decided they want to change the AR Aging Invoice by Invoice Date to Due Date. Is there anything I should be aware of or need to run after I change the option? I would assume there is some utility I need to run that will recalculate the…

I forgot to select "departments" as the subsidiary type in a GL direct cost GL account. There has already been activity so it won't let me change the subsidiary type. How to I fix?

We are wanting to change our GL account structure, making the second segment 4 characters instead of 2. I am assuming everyone needs to be out the system when this is performed because we get the warning, "This task is in use...". Before we wait until…

My company has two departments, the main account dept are doing a process called Backdating. While they do this, another department is doing customer lookups for their current balances. The issue is when the main Account Dept is doing the backdating;…

Hello Does anyone know how to mask the bank account information that is recorded in bank Maintenace? It is required for positive pay; however, I'd prefer if the account info is masked even with admin rights.

Just as the subject says - Some invoices don't allow you to click on the little button to view the Extended Item Description. I can't seem to find anything in common on the invoices where the button is grayed out on Invoice History Inquiry to view the…

That's it, really: when an existing vendor provides a new FEIN via their W-9, do you prefer to A. update their FEIN in vendor maintenance and carry on, or B. create a new vendor to account for the new FEIN and deactivate the old vendor?

Hi everybody, I hope you can help me I am trying to configure Bank Feeds, and I cannot move forward the email window because I keep getting the google reCAPTCHA error, that "an error has occurred in the script on this page" and the page is "https:/…

This has been an ongoing issue for years. When customer service enters an order, the credit warning comes up, even though the HOLD is right there, they can just leave the order status as open or new, send the order to shipping and once its shipped...…

We just upgraded from Sage 100C V2019 in that version and all the others before we have been able to add on the fly ship to addresses. In 2022 it looks like someone thought it would be a great idea to remove that permission able item, either that or they…

I get a blank white screen during Bank feed setup after selecting my bank, and clicking the Sign in button. I get a brief blue rotating (waiting circle) then nothing. I've tried going through the knowledge base article at Blank white screen appears…

It was just discovered that we reached our threshold of years to retain sales history that's available to view on the customer accounts. We've gone in a extended this is AR and SO Setup options, but where does the historical data go, if it has NOT been…

Sage100 Advanced 2021, version 7.00.4.0, 32-bit: For Salespersons that have purposely have their Link Settings OFF (not linked to a vendor, nor a GL): These Salespersons have their commission settings purposely set to 0% for all transactions. Their…

Hi guys We have a customer on customer maintaince who have exceeded their credit limit but the warning message to say "customer credit limit is exceeded" is not showing. We have other customers whos balance is over their credit limit and the message…

Does anyone know of a way to find which url is being used for a particular bank in Bank Feeds? Bank is asking prior to a meeting to a meeting re using Bank Feeds.

We are selling the company and the MAS 90 system is going to the new owners so they have electronic access to sales and customer history. They will not be using the system for daily activity. Is there a way to disable the G/L module so they can't see…

We are trying to test a POS solution in a test company (ABX) and we need to change the fiscal year to the current year. In fiscal year maintenance it has 2024 as the current year, is this changeable or can I go in DFDM and change it? the POS needs to…

Sorry if this has been answered in another post, but we have a client who recently upgraded from Sage 100 2017 to Sage 100 2022. Should the 1099 utility still work for this version?

Hello, Where in Sage can the user update IM_ItemWarehouse > BinLocation? We had Scanco's MultiBin product and are in the process of disabling it, and there are values in this field but I can't get at them. Thanks!

Working on Sage 100 v2016 and am trying to allow access to add and modify memos within Customer Maintenance but not to delete the memo. Under Memo Manager Maintenance I can select either Show, Hide, or Maintain...but, unlike Roles, there isn't a separation…

Does anyone have advice on how best to guide client that has to move from a fiscal to calendar year. The 2022 calendar year change starting date is 03/01/22. However, they are already in FY 2023 in Sage. I can't give them a short year for 2022 for 10…

I am trying to make a change to all of our customers and have found the instructions on Sage Knowledge. However, I can't get past the first step because I can't find Utilities Menu under Accounts Receivable. Thank you for your help

We desire to document customer contact/communications regarding specific past-due invoices in Accounts Receivable. Is there a facility to do this at the invoice level? Frequently, we receive verbal confirmation from a customer that a past-due invoice…

We're piloting the use of Sales Order Quotes and all of a sudden we have customers getting flagged with credit limits. We want to keep open sales orders in the credit limit calculation but not open quotes. How can we do this? I saw the earlier post…

When we had Sage installed, all of our customers were imported into the system. When I start to type in the 'Customer No.' field, a drop-down menu appears with predictions of those customers. However, when I add a new customer, I have to click the magnifying…