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 Customer. 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 »

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 to be printed sequentially after each customer’s statements so that they can attach them along statement for customer’s ready reference. (By supporting document… Read More »

Display entire year’s activity in Customer Ledger

As per current MAS 500 functionality, in Customer Status task the ledger tab displays ledger activity only for the current fiscal period. It also displays open/closed invoices and memos in the current fiscal period. Please refer the below screen shot. However, users may want to view the entire year’s activity in the Customer Status window… Read More »