Category Archives: Customer

How to process transactions of National Accounts in Sage 100 ERP

In our last blog, we discussed about How to setup National Accounts in SAGE 100 ERP. Today we will discuss about how to process transactions with Sage 100 national Account Customers. Processing Sales Orders During Sales Order entry or Accounts Receivable Invoice Entry, the national account information and default preferences automatically populate the appropriate fields.  Sage… Read More: How to process transactions of National Accounts in Sage 100… »

How to setup National Accounts in SAGE 100 ERP

Sage 100 has a feature for dealing with National (or parent) branch accounts that provides ease in analyzing and further helps billing companies with one or more branches. This feature is very helpful for customers that have a parent company along with multiple locations or branches. With National Accounts in Sage 100 ERP, there is… Read More: How to setup National Accounts in SAGE 100 ERP »

Mapping Pattern of GUMU ACT Link for Sage MAS 90/200 ERP

GUMU™ ACT Link for Sage MAS 90/200 uses following mapping pattern for integration:ACT! By Sage à Sage MAS 90/200 Company à Customer/Vendor Contact à Contact As in Sage MAS system we create Customer/Vendor and then their Contacts, we followed the similar mapping. This way we can import ACT! Contacts to Sage MAS as MAS Contacts… Read More: Mapping Pattern of GUMU ACT Link for Sage MAS 90/200… »

Change Customer’s Ship to Address for Individual Projects

The invoices generated for a project use the customers default Ship to address & the Sales Tax Details attached with it for all the projects associated with the customer. To use a different ship to address for a project, other than the default one, the user has to change the customers default address. This change… Read More: Change Customer’s Ship to Address for Individual Projects »

Customer Statement with supporting documents

There was a very unique but interesting requirement from one of our clients recently, what they needed was along with the Customer Statement, they also wanted to have all the supporting documents printed sequentially after each customer’s statements so that they can attach them along statement for customer’s ready reference. (By supporting document we mean… Read More: Customer Statement with supporting documents »