{"id":15,"date":"2014-03-20T10:39:00","date_gmt":"2014-03-20T10:39:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagemas\/?p=15"},"modified":"2025-04-28T10:28:00","modified_gmt":"2025-04-28T10:28:00","slug":"how-to-setup-national-accounts-in-sage-100-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/20\/how-to-setup-national-accounts-in-sage-100-erp\/","title":{"rendered":"How to setup National Accounts in SAGE 100 ERP"},"content":{"rendered":"\n<p>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.<\/p>\n\n\n\n<p>With National Accounts in Sage 100 ERP, there is no more manual tracking of invoices between branch office and the parent. The relationship between the different offices is all tracked within the customer maintenance file within accounts receivable. The lesser the manual processing, the lesser is the possibility of mis-billing.<\/p>\n\n\n\n<p>For example, a wholesale distributor using Sage 100 ERP can now ship goods to three different customer locations while sending just one invoice to the corporate headquarters.&nbsp; All the while, you can still retain a unique customer account\/ID for each location.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2014\/03\/011.jpg\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2014\/03\/011.jpg\" alt=\"National Account settings in SAGE 100.\" title=\"National Account settings in SAGE 100.\"\/><\/a><\/figure><\/div>\n\n\n<p><b style=\"text-decoration: underline;\">HOW IT WORKS? <\/b>In Accounts Receivable Options, we can establish the relationship between the parent company and branches or subsidiaries by filling the fields as shown below. This will enable National Account settings in SAGE 100. The page can be navigated through the Setup under AR Module.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2014\/03\/021.jpg\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2014\/03\/021.jpg\" alt=\"The page can be navigated through the Setup under AR Module.\" title=\"The page can be navigated through the Setup under AR Module.\"\/><\/a><\/figure>\n\n\n\n<div style=\"clear: both; text-align: center;\"><\/div>\n\n\n\n<figure class=\"wp-block-image\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2014\/03\/031.jpg\"><img decoding=\"async\" src=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/wp-content\/uploads\/2014\/03\/031.jpg\" alt=\"The page can be navigated through the Setup under AR Module.\" title=\"The page can be navigated through the Setup under AR Module.\"\/><\/a><\/figure>\n\n\n\n<div style=\"clear: both; text-align: center;\"><\/div>\n\n\n\n<div style=\"text-align: justify;\">After this, it is required to select the Bill To\/Sold to Companies under Company Maintenance. It is possible to pre-determine how we would like to track and report on customer sales history (by Bill To, Sold To, or Both) and configure the default settings like credit limit, payment terms, and pricing.<\/div>\n\n\n\n<div style=\"text-align: justify;\">In our next blog, we shall discuss about processing of transactions against National Account customer.\n<p>For more information, contact us at <a href=\"mailto:erpmig@greytrix.com\">erpmig@greytrix.com<\/a><\/p>\n<\/div>\n\n\n\n<p><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\">Greytrix<\/a>&nbsp;&#8211; a globally recognized and one of the oldest Sage Development Partners 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.<\/p>\n\n\n\n<p>The unique <a href=\"https:\/\/www.greytrix.com\/gumu\/connectors\/\">GUMU&#x2122;<\/a> integration solutions provided by Greytrix for Sage 100 include <a href=\"https:\/\/www.greytrix.com\/gumu\/sage-crm-sage-100-integration\/\">Sage 100 integration with Sage CRM<\/a>,\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Salesforce.com<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/dynamics-365-crm-sage-100-integration\/\">Dynamics 365 CRM<\/a>, the migration solutions include <a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/#Migration\">Sage 100 Migration from Sage 50 US<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/gumu\/sage-intacct-integration\/\">Sage Intacct<\/a>,\u00a0QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/\">Sage 100 customization and development services\u00a0<\/a>to Sage business partners, end users, and Sage PSG worldwide. Sage 100 product listings by Greytrix include <a href=\"https:\/\/www.greytrix.com\/microsoft-dynamics-365-crm\/\">Salesforce \u2013 Sage ERP integration<\/a> available on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\">Salesforce Appexchange<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/dynamics-365-crm-sage-erp-integration\">Dynamics 365 CRM \u2013 Sage ERP integration<\/a> available on <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/greytrix.gumu_sage_erp_100_300_x3_intacct_integration?tab=Overview\">Microsoft Appsource (Free Trial)<\/a>.<\/p>\n\n\n\n<p>The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button. <\/p>\n\n\n\n<p>For more details on Sage 100 Services, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will like to hear from you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/20\/how-to-setup-national-accounts-in-sage-100-erp\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":184,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[51,74,133,137,175],"tags":[],"class_list":["post-15","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer","category-erpmig","category-migration","category-national-accounts","category-sage-100"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to use SAGE 100 ERP to build up national accounts<\/title>\n<meta name=\"description\" content=\"Understand how the AR Module&#039;s Setup page can be accessed.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/20\/how-to-setup-national-accounts-in-sage-100-erp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to use SAGE 100 ERP to build up national accounts\" \/>\n<meta property=\"og:description\" content=\"Understand how the AR Module&#039;s Setup page can be accessed.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/20\/how-to-setup-national-accounts-in-sage-100-erp\/\" \/>\n<meta property=\"og:site_name\" content=\"GUMU\u2122 Integrations \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-03-20T10:39:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-28T10:28:00+00:00\" \/>\n<meta name=\"author\" content=\"greysagemas\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagemas\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/20\/how-to-setup-national-accounts-in-sage-100-erp\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/20\/how-to-setup-national-accounts-in-sage-100-erp\/\",\"name\":\"How to use SAGE 100 ERP to build up national accounts\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/20\/how-to-setup-national-accounts-in-sage-100-erp\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/20\/how-to-setup-national-accounts-in-sage-100-erp\/#primaryimage\"},\"thumbnailUrl\":\"\",\"datePublished\":\"2014-03-20T10:39:00+00:00\",\"dateModified\":\"2025-04-28T10:28:00+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#\/schema\/person\/b57e6e3564a12ef62967850ae0416728\"},\"description\":\"Understand how the AR Module's Setup page can be accessed.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/20\/how-to-setup-national-accounts-in-sage-100-erp\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/20\/how-to-setup-national-accounts-in-sage-100-erp\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/20\/how-to-setup-national-accounts-in-sage-100-erp\/#primaryimage\",\"url\":\"\",\"contentUrl\":\"\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/2014\/03\/20\/how-to-setup-national-accounts-in-sage-100-erp\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to setup National Accounts in SAGE 100 ERP\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagemas\/\",\"name\":\"GUMU\u2122 Integrations \u2013 Tips, Tricks and Components\",\"description\":\"Welcome to the GUMU\u2122 blog, your one-stop source to gain all the insights on seamless integration solutions for ERP and CRM systems. 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