Sage 100

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  • 1.  AP ACH File to List MULTIPLE Invoices Being Paid

    Posted 01-06-2023 10:04
    I have a customer using Sage 100 2022 asking if the ACH from AP can list MULTIPLE invoices being paid via one ACH.
    It appears that Sage allows for listing SINGLE INVOICES ( ie one invoice per payment) however, when you have multiple invoices being paid the customer reports that all they see is "Contact Payer for Details".

    What the customer would like ( because their vendor has requested it) is a list of all invoices being paid when there is more than one invoice covered by the ACH payment.

    I found this - Can the ACH file transmitted to the bank include what invoice is being paid?

    Notice that the title of the KB mentions "invoice" and not "invoices"

    And further along in the same KB I note: 

    In cases where a single record accounts for the payment of multiple invoices, positions 4-83 will have the following data.

    Position

    Data

    4-49

    Contact payer for details (left string justified)

    50-62

    Total payment amount (right justified, zero filled to the left)

    63-75

    Total discount amount (right justified, zero filled to the left)

    76-83

    Blank



    Have you tackled this previously and if so how have you resolved it ( if at all )?

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    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
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  • 2.  RE: AP ACH File to List MULTIPLE Invoices Being Paid

    Posted 01-06-2023 10:27
    In theory, using the CTX format should give you Addenda records for all of the invoices.  I don't know if I have any clients using it, but I THINK I set it up for someone years ago and I feel like it worked.  But then again, I can't remember what I had for breakfast and I eat the same thing every day, so don't go by what I remember.



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    Beth Bowers
    (269) 358-0989
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  • 3.  RE: AP ACH File to List MULTIPLE Invoices Being Paid

    Posted 01-06-2023 12:57
    Great info! Thanks

    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
    ------------------------------



  • 4.  RE: AP ACH File to List MULTIPLE Invoices Being Paid

    Posted 01-06-2023 13:01
    Also worth noting is that the include addenda box has to be checked 


    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    Moodus, CT
    ------------------------------



  • 5.  RE: AP ACH File to List MULTIPLE Invoices Being Paid

    Posted 01-06-2023 13:52
    @Beth Bowers - Sounds like we eat the same meal..... ​

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    Jeff Schwenk
    Bottomline Software, Inc.
    (540) 221-4444
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  • 6.  RE: AP ACH File to List MULTIPLE Invoices Being Paid

    Posted 01-06-2023 15:19
    @Jeff Schwenk @Beth Bowers  Is this what Alexa and Siri are for? :-)​​

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    Phil McIntosh
    President
    Friendly Systems, Inc.
    ------------------------------