Sage 100

Am I missing some feature which would allow an end user to show all open orders with expired credit cards? The open sales order report sorta/kinda can do this but it shows expired and/or unauthorized and it doesn't print any info about the cards on the report. I must be missing something somewhere. The closest I got was a Crystal Report.

Is this checkbox what you mean by sorta/kinda? If so, you could modify the Open Sales Orders report to include SO_SalesOrderPayment and add the credit card fields.

Yes. Seems like there should be something more readily available. I was surprised that the info didn't display automatically on the report.

Yes, there should be more structure for this info. Frankly I'd expect separate reports for SOs and AR customers with expiring credit cards. This info isn't even visible in Explorer Views!

Does the client own Sage Alerts?

This may go beyond what you are asking but another solution concept is to have American Payment Solutions click to pay feature - which allows the customer to update their own card when it expires.

I've had the question about expired authorizations (needing a custom report) but not expired cards. I'd have to assume our customers use the stock report to know what transactions to be concerned with for follow-up (not needing the info on the report itself).

The only way you are getting that is through a crystal report from the SO_SalesOrderPayments file. That contains the card info (CardID, payment type, last 4, and expiration year and month). You can link it to the AR_CustomerCreditCard file using the cardID. There is not a stock report that shows expiring credit cards.

@BobSosbee that's what I wound up doing. I've also had the same request that @KevinMoyes had which was to show authorizations expiring. I guess that Crystal is the way for now.

@WayneSchulz - Have you considered employing SQL and ODBC? In theory, you could script a SQL Job and/or SQL Reporting to accomplish what you're asking along with a set of notifications. This is something I would normally roll up in Sage CRM to the Company Summary screen or a report within Sage CRM with a bridged view into the Sage 100 tables that @BobSosbee mentioned. I do something similar with AR and declining accounts where I look at YOY customer revenue. If it dips below a certain threshold (say 20% lower than a prior year), it will show up on a report. You could do a similar call to the credit card's expire date that show anything the will be expiring within the next month, 3 months, etc. You could even go so far as to script an escalation rule to the AR contact at the customer as well to politely inform them their credit card is about to expire. Then again, I'm a Sage CRM guy, so I think relative to what I would do from an integration standpoint versus a native Sage 100 perspective. :)

@BazMalik Interesting thought. These folks are tied into V-Tiger CRM so they do more of a clunky import/export to get their data pulled into CRM.

As an aside, from my limited testing and observation the ""Clear Credit Card and ACH Information"" doesn't appear to work completely. I have two cards with 6/2018 expirations. I set to purchase all cards expiring on or before 6/30/2018. The system claims to do this but I still see cards in the customer account clearly marked ""expired"". Also, there appears to be a product (usability) defect where you have to set the date for the AR module back to the period you are trying to purge CC info if that period is earlier than the current module date. When I have the AR module date 7/11/2018 and try to purge through 6/30/2018 I get ""The date entered is in a future period"".