Clearing AR Cash Receipts that are in Process
When returning to AR Cash Receipts in Sage 100, after closing the task, you may find that you’re unable to complete some of the cash applications. The invoices show a “0” balance when you in AR Cash Receipts.
To correct this, take the following steps: From the Sage menu (top left of Sage desktop) click on File, Run, and type ARWAR4, then click OK. You will be asked if you want to clear the “Payments Today.” Select “Yes” and this utility will clear the receipts in process flag and allow you to apply cash to those invoices when you return to AR Cash Receipts.
*This may require all users exit Sage.
‘Bank Code in Use’ or ‘Check Printing in Progress’ messages
When clicking on the AP Check printing task, if you get the message “Bank Code in Use” or “Check Printing in Progress,” this is an indication that a previous check run may have had a problem. Confirm that no other user is in a task utilizing the Bank Code.
If there aren’t, to clear the message, take the following steps: From the Sage menu (top left of Sage desktop) click on File, Run, and type GLWSKA, then click OK. This utility will clear all of the Invoice selections and reset the bank code for use again. You will be required to re-select all of the invoices in Invoice Payment Selection and continue with the printing process. This will allow you to streamline your menu to get to the functions faster.
Menu drag and drop to toolbar
An easy way to customize your toolbar, to include only those specific tasks or reports that you use regularly, is to drag and drop the menu tasks from the main Sage menu to the toolbar at the top of the Sage desktop. Left mouse click and hold down the menu task you want to drag to the toolbar. Drag the item to the toolbar and release the mouse button. Add as many as you would like. To remove a shortcut from the toolbar, right-click the task and select Delete.
My Tasks menu
Another option for customizing your task list is to create a hierarchal My Tasks menu on the tab beside the main Sage Tasks menu. This menu is fully customizable with tasks or reports that you use most frequently in Sage. Create your own hierarchy similar to the main Sage Tasks menu by dragging and dropping tasks and reports from the Sage module menu in the right screen of the Sage desktop.
Use custom lookups to save time when filtering through a large number of data to search easily. Click on the Custom button in the bottom left-hand corner of any lookup screen. Name the lookup something unique and choose whether it will be your default lookup view. Choose each of the fields that you want to see in your lookup, from the left list to the right list. Then remove the fields you don’t care to see, from the right list, to the left list.
*The top field (left most in the view) can’t be altered. Select any filters to apply to the chosen fields or leave blank to select all available values. Set a Title for your view and an initial Search Option value of how you will search the data most often. Then click Finish. The Title will flow to Excel when utilizing the export to Excel feature in the Lookup screens.
Favorite shortcut keys
Use Office Merge to select templates and create customized letters that you can print or email using data directly from Sage 100. Our example will use pre-created templates in our ABC sample company.
Go to Accounts Payable > Main > Vendor Maintenance. Select a customer and press the Office Merge button in the bottom left-hand corner of the screen. The Office Template Manager will appear and allow you to select the template of choice. Click Merge and you will have all of the fields selected in the template populated with the current vendor’s data.
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