Have you ever noticed a change to a customer address or vendor record and wondered who made the change and when? Have you often wished there was a way to get a report of various happenings in Sage 100? Here are some special tips just for you. New Stuff: How to setup the format of… Read More »
We read an quick introduction on the Lite and Pro versions of our integration and also saw features of the Lite version which is free (for 6 months). In this post we will see how you can test the Lite version of integration with our demo Salesforce Org or with your Salesforce Org the easy way. In our next posts… Read More »
In Sage 100 ERP expense accounts are put into invoices and checks, but the control account comments seem to be “hard coded” with a description of the type of transaction. So the user always looks for a place or setting somewhere that will help user determine what information goes into the control account comment field.… Read More »
This is in continuation to our last GUMU Sage ERP – Salesforce CRM introduction post. In this post we will talk about our Lite version of the integration which is free (for first 6 months) and available for download from the Salesforce AppExchange using the link given below. Please email us on salesforce@greytrix.com and we… Read More »
Year-end is a popular time to make backup company codes in Sage 100 ERP, especially for archival general ledger and payroll purposes. The good news is the system allows you to create a complete set of data from one company to another. We’ve illustrated the simple steps below. Note: Always have a verified complete backup of your… Read More »
Manual Check and Payment Entry in Sage 100 is used to enter information from handwritten checks, wire transfers, invoices, and general ledger distribution information. You can write a check or process a wire transfer for a payables transaction (for example, COD shipment or petty cash)using this task. You can also enter check information to quickly… Read More »
Work Order Traveler Printing uses information entered in Work Order Entry to produce printed work order travelers to be attached to work orders as they travel through the shop. Bar codes can be printed for information such as the work order number, item/bill number, routing number, make for order, make for work order step, make for customer, quantity… Read More »
Customer Last Purchase Maintenance is used to display and maintain item purchase history information for customer. This task will assist you in determining specific items and prices that the customer has requested in the past. This information is updated automatically when transactions are entered or merged, and can be accessed by using the search feature… Read More »
When accessed from the sales order Main Menu, COD Label Printing uses information entered in Invoice Data Entry to print COD Labels. When accessed from the Sales Order Shipping Menu, COD Label Printing uses information entered in the Shipping Data Entry. You can print COD Labels for a selected shipping date and shipping number. COD… Read More »
Sales Order and Quote History Report is used to view a listing of Sales Order/Quote History information by Order type. It is a detailed report that can be sorted by Sales Order Number, Customer Number, Bill-to Name, Sales Person, Order cancellation Code, or Bill-To Customer Number. It also gives the facility to print partial or… Read More »
