• Auto Generate PO from SO's

    We run this task daily and are coming across some inconsistencies. It appears when purchasing runs this task (we run it per vendor no), it will generate the purchase report, then they will generate the PO after reviewing the report maybe 2-5 minutes later…
  • Email SO Invoices with Attachments

    I know how to add attachments to emailed invoices, but I understand all recipients get the same attachment. How do I email invoices, each with it's own unique attachments?
  • Sage Intelligence Consolidated Job Cost reports

    I feel like the Not Equal join used in Crystal in order to combine the Company file in a report to be able to get the company name/code would not work in SI. Is there a way of adding the company code for NON-FINANCIAL reports?
  • Crystal error when running reports

    Fresh install of Sage 100. I ran the installer as domain admin as well as the WksUpdate Standard file. I have already tried reinstalling the software over 5 times and verified all necessary files were present in the C Drive file path. Is there any other…
  • Check transmittal template

    I would like the Check Transmittal to print by Invoice number (lowest to highest) rather than by invoice amount (lowest to highest). Does anyone know how to do this?
  • Days to pay report or query?

    I'm looking for which tables to use for creating a report or query to calculate the average days to pay per client. Any feedback is appreciated.
  • production management

    Where do the budgeted numbers on the work ticket come from?
  • Drilling down

    In most accounting software programs, when you create a document, you are able to click on any line to drill down. I do not see such an ability with Sage 100. What am I missing?
  • How can I run an Open S/O report that shows Profit Margin?

    I would like to run an Open Sales Order Report that show Profit and Profit Margin. I realize that this may not be an exact number, but I would like to see the profitability of upcoming jobs.
  • AR Aged Invoice Report

    Hello, I'm just trying to set up auto delivery for this report but it looks like it is only available in the stock Crystal Report form. Does anyone know if it's available in Sage Intelligence or if there is a way to convert Crystal Report reports to Sage…
  • Vendor payment by ACH

    Where is the NACHA file saved/created when we run the Generate ACH File? The file that is generated is definitely not the NACHA file to send to our bank
  • AP invoice and the AP Trial Balance Report compared to the GL

    Hello, I ran the AP trial balance report for January and compared it to the January GL. I discovered it didn't match. I found out that someone had entered a January invoice into February. Then to correct it, they adjusted the invoice to 0 in February…
  • Cash Flow Statement

    Is there a standard cash flow statement out there?
  • Error occurred during email publish in distribution instruction [instruction name]: Object reference not set to an instance of an object.

    I have a client that is getting the following error when they try and send a sage intelligence report via email. Has anyone encountered this issue and been able to resolve? Thanks
  • Alabama Overtime - new report fields

    I gather we will always have to run a report to get this new information required on the Alabama state reporting? (Amount of OT wages and number of employees receiving OT)
  • Salesperson Commission Report debit memo

    Hello.. this one is a totally new one, never have dealt with commission report. Sorry if the question might be to vague because not how to state it. So why doesn't the commission rate show on report for a debit memo... for one salesperson he was a…
  • Suggestions on best way to tie Salesperson to Vendor

    A client of mine is trying to understand how much of each vendors products their salesmen sold in the previous year. I've been attempting to connect reports in PBI & Excel to garner the information, but haven't had any luck. Any suggestions on reports…
  • Paperless Office intermittently fails to send Invoices, but indicates "Y"

    We are struggling with an intermittent problem in Paperless Office; sending SO Invoices in Customer Viewer. The system will indicate the invoices have been sent with a "Y" yet they never hit our Exchange server. Our company has a Sage 100 Advanced V2023…
  • Beginning Balance wrong on GL Detail Report

    It appears that the beginning balance for period 1 is coming into the reports without regard to the beginning period selected. The subordinate transactions come into the report correctly, but the balances are all off because of the incorrect beginning…
  • Unable to email statements

    We have 3 companies setup with Sage 100 Advanced. Last month (12/23) all 3 companies could email statements. This month, one of the companies has that ability greyed out. Where you select Electronic or Print, it is Print and greyed out. Can anyone…
  • SY_State when added to InvoiceHistoryHeader duplicates the InvoiceNumbers? And it freezes the report when InvoiceHistoryDetail around 23K records.

    How come when I add SY_State to get the state name it duplicates the InvoiceNo from AR_InvoicehistoryHeader. The only field I use is StateName from SY_State. And when I add AR_InvoiceHistoryDetail it freezes the report around 23,000 records.
  • Credit Memos

    Is there anywhere in Sage 100 - where I can print out all of our A/R credit memos for 2023. It is year-end and our auditors are requesting and it is way to many to scan and email. Any help would be much appreciated
  • Generating Employee Paystubs

    Is it possible to general direct deposit paystubs for electronic submission, after you've accidentally printed them out?
  • Are there any instructions available for how to e-file 1099s directly through Sage?

    We are looking to file our 1099s directly through Sage 100 since we are having trouble signing up with the free IRIS e-filing service. Do you have any instructions on how to e-file directly through Sage? I believe it's sponsored by Aatrix. Hoping…
  • Previous employees on Vacation report 5-1-8-86

    On report 5-1-8-86 How do remove old employees from the report? Some of these employees have not been employed for quite awhile, but still show, even with a zero balance.