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When I go to add Historical Transactions to Customers the window that pops up is called Historical Sales Invoice and it requires the items purchased and the account/s they would go to. These are things I do not have. I have entered Historical Transactions…

Can I download or scan the 100+ pages of insurance certificates for our vendors, instead of manually inputting all the policy numbers?

I have been importing fixed assets monthly for 2024 and have now been asked to include additional columns of data for reporting purposes. How can I import additional columns of data to assets already in SAGE without affecting the data previously imported…

Is there a way to import the Customer Exemption Numbers? The data file the customer has provided contains the Sales Tax Schedule, but I believe we have to import into the AR_CustomerShipToExemptions file, which contains the TaxCode. The customers Sales…

which field would link an item to a location or many locations ?

Will inactivating or deleting assets help make the program run smoother/faster? Our database has a significant number of fixed/intangible assets and running reports sometime takes a long time and I am sometimes booted out of the program. Our program…

Hi There, We have a test environment called TEST 2024, does anyone have the steps to deactivate it? It's interfering with another connection that we have. Thanks, Julie

Import started... Error importing records. The import file does not contain a compatible country type. Importing Summary: Import employee(s) cancelled. While importing employees from csv file above error coming. Can anybody help? Thanks Yat…

Hello, Our Sage X3 instance is located in AWS Frankfurt. We will migrate our Australian Operating Company to Sage X3. However, we know about Australian data protection law. Can we host a personal information db in Australia and federated to the X3…

I am trying to use VI to import Sales Orders from a e-Commerce platform but the only customer-unique field that the source file has is the customer's email address. I would like to use those emails as a cross-reference to assign the customer number to…

Bonjour, La fin de l'année fiscale de mon entreprise a été modifiée suite à son incorporation, passant du 31 décembre au 30 septembre. Malheureusement, avec tous les changements de notre première année d'incorporation, nous avons oublié de faire le…

Looking for a downloadable data dictionary for all Sage products but specifically Sage CRM that shows fields with data type, definition, values, table, schema, etc.

I want to mass update all the existing products with their respective locations. However, when I am trying to export default locations along with the types, i don't know how to export multiple types. Upon exporting only receipt is getting exported. See…

I am attempting to create a Power BI report with some of the data from Sage. It needs to pull data about the job checklist items. However, for some reason the Checklist_12 item is not updating in the replicator database (The one we use to push Sage data…

How do we get the credit status on the sales order to display 'Prepayment'? We have the payment terms configured as prepayment and the parameters in TC, TRS and VEN appear to be set accordingly. Hoping someone can assist. Thanks, Christine

Just a PSA- Had a customer who users MS Query extensively reach out today to tell me that it seemed that the MS Query function seemed to have been removed. Fortunately it's racy to add it back. Open Excel, select "File" from the toolbar, then "Options…

I accidentally deleted all the records in the 'currency rates' section of Sage 300. How can I recover them?

Le compte apparaît dans le rapprochement mais pas le solde et les transactions de ce compte. Les dates et la période sont correctes.

How do you create a backup that is not a cabinet file?

Sage 300 Version: 23.1.1.72 I am working on a simple interaction between an Excel spreadsheet that extracts data from specific tables within the Sage 300 database. With my "admin" credentials it works but with a specific user's credentials it fails…

Is any one else having issues with SQL crashing in the middle of the day, just randomly? I can be working fine all day, and not necessarily be working in SAGE and I get an error message "Failed to connect to the specified SQL Server. Connection to the…

I am trying to use BOI to create orders. I am able to initiate a session on a server running the Advanced version of Sage 100, but not on a server running the Standard version. I thought I had to do some type of registration at first, but then I tried…

I work for an organization that makes a restaurant Point of Sale. We have a customer with Peachtree 2011 and they've sent us information from the help files about importing into that version. We want to import sales information into the G/L but I'm not…

By mistake I delete the complete batch of the invoices and I would like to know how to restore them can you help me??

We use AL Mobile for timesheet entry. When jobs and cost codes are entered in Job Cost, they are imported into AL Mobile at regular times during the day. If they are set to unstarted, they aren't imported; I manually change the status to "in progress…