While navigating through customer records, when we check the open Invoice list, we see many invoices, which are closed OR paid. Finding an open invoice among the open invoices, which are closed/fully paid (i.e. zero balance invoices) sometimes, becomes quite difficult.
To avoid this scenario, there is one setting (i.e. “Display Invoices with Zero Balance” ) in “AR Options” screen of Sage 100 ERP, which when unchecked, makes the system to show only open invoices under Invoice tab in Customer Inquiry screen.
To illustrate it better, let us take an example. Suppose, we have a customer “01-ABF” of which we want to see list of pending invoices. Hence, navigate to Invoice tab in Account Receivable >> Maintenance >> Customer Inquiry.To remove close /zero balance invoices from the list, just un-check the “Display Invoices with Zero Balance” option available on the main screen of the “Accounts Receivable >>Setup >>AR Options screen.“View GUMU Sage 100 ERP Integration with Sage CRM in Action!“
Now, when we re-navigate to Customer Inquiry screen and check the pending invoice list for the same customer, it will show only pending Invoices, instead of collection of pending and close invoices.As a result, users can now find only the pending invoices in the Customer Inquiry screen, which would help them to process Invoices in an effective manner.
Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.
The unique GUMU™ integration solutions provided by Greytrix for Sage 100 include Sage 100 integration with Sage CRM, and Salesforce.com, Dynamics 365 CRM, the migration solutions include Sage 100 Migration from Sage 50 US, Sage Intacct, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide. Sage 100 product listings by Greytrix include Salesforce – Sage ERP integration available on Salesforce Appexchange, Dynamics 365 CRM – Sage ERP integration available on Microsoft Appsource (Free Trial).
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