Sage 100

We have a customer using APS for both SO and AR invoicing. In the SO wrk table, there are fields indicating the credit card, authorization, etc. In the AR wrk table, there are also credit card fields but they don't seem to be populated with anything. For the SO invoice form, I've changed the deposit info to show the invoice has been paid but in AR, that's more difficult. What am I missing??

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Therese Logeais
President
Minneapolis MN
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Why use AR invoicing at all, when they have SO?

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Kevin Moyes
Technical Systems Analyst
Toronto ON
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They have contracts they invoice through AR I believe. Yes, they could do the same through SO but they have a system. (I didn't help them with this originally.) The question is, why are the fields there but nothing is in them??

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Therese Logeais
President
Minneapolis MN
------------------------------

Original Message:
Sent: 01-11-2019 09:34
From: Kevin Moyes
Subject: AR Invoice with Credit Card

Why use AR invoicing at all, when they have SO?

------------------------------
Kevin Moyes
Technical Systems Analyst
Toronto ON
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Therese - surely you've had the discussion with your clients on "don't ask why" when it comes to software?

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Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, and Cagney
269-445-1625
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Original Message:
Sent: 01-11-2019 09:39
From: Therese Logeais
Subject: AR Invoice with Credit Card

They have contracts they invoice through AR I believe. Yes, they could do the same through SO but they have a system. (I didn't help them with this originally.) The question is, why are the fields there but nothing is in them??

------------------------------
Therese Logeais
President
Minneapolis MN
------------------------------


Original Message:
Sent: 01-11-2019 09:34
From: Kevin Moyes
Subject: AR Invoice with Credit Card

Why use AR invoicing at all, when they have SO?

------------------------------
Kevin Moyes
Technical Systems Analyst
Toronto ON

@Bob Sosbee probably knows as I think they've worked quite a bit with APS integration

------------------------------
Wayne Schulz
Schulz Consulting - Consultant
Glastonbury CT
860-516-8990
http://www.s-consult.com
------------------------------

Original Message:
Sent: 01-11-2019 09:39
From: Therese Logeais
Subject: AR Invoice with Credit Card

They have contracts they invoice through AR I believe. Yes, they could do the same through SO but they have a system. (I didn't help them with this originally.) The question is, why are the fields there but nothing is in them??

------------------------------
Therese Logeais
President
Minneapolis MN
------------------------------


Original Message:
Sent: 01-11-2019 09:34
From: Kevin Moyes
Subject: AR Invoice with Credit Card

Why use AR invoicing at all, when they have SO?

------------------------------
Kevin Moyes
Technical Systems Analyst
Toronto ON

Any insights @Bob Sosbee??​

------------------------------
Therese Logeais
President
Minneapolis MN
------------------------------

Original Message:
Sent: 01-11-2019 10:29
From: Wayne Schulz
Subject: AR Invoice with Credit Card

@Bob Sosbee probably knows as I think they've worked quite a bit with APS integration

------------------------------
Wayne Schulz
Schulz Consulting - Consultant
Glastonbury CT
860-516-8990
http://www.s-consult.com
------------------------------


Original Message:
Sent: 01-11-2019 09:39
From: Therese Logeais
Subject: AR Invoice with Credit Card

They have contracts they invoice through AR I believe. Yes, they could do the same through SO but they have a system. (I didn't help them with this originally.) The question is, why are the fields there but nothing is in them??

------------------------------
Therese Logeais
President
Minneapolis MN


Original Message:
Sent: 01-11-2019 09:34
From: Kevin Moyes
Subject: AR Invoice with Credit Card

Why use AR invoicing at all, when they have SO?

------------------------------
Kevin Moyes
Technical Systems Analyst
Toronto ON

Howdy, Therese!  Quite simple - there aren't any multiple auth/payment processing in AR Invoice like there is with SO.  So unless you click on the Submit Card button, those fields remain blank until the AR sales journal is processed.  The most that you can do in AR invoicing is authorize, which is captured when the AR Sales Journal is run.  If you authorize the card in AR invoice entry, then those fields are populated in the AR invoice printing work table.

------------------------------
Bob Sosbee
------------------------------

Original Message:
Sent: 01-11-2019 10:38
From: Therese Logeais
Subject: AR Invoice with Credit Card

Any insights @Bob Sosbee??​

------------------------------
Therese Logeais
President
Minneapolis MN
------------------------------


Original Message:
Sent: 01-11-2019 10:29
From: Wayne Schulz
Subject: AR Invoice with Credit Card

@Bob Sosbee probably knows as I think they've worked quite a bit with APS integration

------------------------------
Wayne Schulz
Schulz Consulting - Consultant
Glastonbury CT
860-516-8990
http://www.s-consult.com


Original Message:
Sent: 01-11-2019 09:39
From: Therese Logeais
Subject: AR Invoice with Credit Card

They have contracts they invoice through AR I believe. Yes, they could do the same through SO but they have a system. (I didn't help them with this originally.) The question is, why are the fields there but nothing is in them??

------------------------------
Therese Logeais
President
Minneapolis MN


Original Message:
Sent: 01-11-2019 09:34
From: Kevin Moyes
Subject: AR Invoice with Credit Card

Why use AR invoicing at all, when they have SO?

------------------------------
Kevin Moyes
Technical Systems Analyst
Toronto ON

------Original Message------

Howdy, Therese!  Quite simple - there aren't any multiple auth/payment processing in AR Invoice like there is with SO.  So unless you click on the Submit Card button, those fields remain blank until the AR sales journal is processed.  The most that you can do in AR invoicing is authorize, which is captured when the AR Sales Journal is run.  If you authorize the card in AR invoice entry, then those fields are populated in the AR invoice printing work table.

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Bob Sosbee
------------------------------

I just tested this and the data is there.  Be sure that it was paid through AR Invoice, and not Cash Receipts.  It does not show when paid from Cash Receipts in invoice history printing.


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Bob Sosbee
Senior Developer
Covina CA
803-252-6154 x245
------------------------------

Original Message:
Sent: 01-11-2019 12:20
From: Therese Logeais
Subject: AR Invoice with Credit Card

What about reprinting from history? I see invoices that WERE processed with a credit card but the fields remain empty.

Original Message------

Howdy, Therese!  Quite simple - there aren't any multiple auth/payment processing in AR Invoice like there is with SO.  So unless you click on the Submit Card button, those fields remain blank until the AR sales journal is processed.  The most that you can do in AR invoicing is authorize, which is captured when the AR Sales Journal is run.  If you authorize the card in AR invoice entry, then those fields are populated in the AR invoice printing work table.

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Bob Sosbee
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Yep. I just connected with her and watched her do one. Not sure what she was doing before but if she submits within Invoice Data Entry, the fields are populated!! Thanks so much @Bob Sosbee!​

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Therese Logeais
President
Minneapolis MN
------------------------------

Original Message:
Sent: 01-11-2019 13:42
From: Bob Sosbee
Subject: AR Invoice with Credit Card

I just tested this and the data is there.  Be sure that it was paid through AR Invoice, and not Cash Receipts.  It does not show when paid from Cash Receipts in invoice history printing.


------------------------------
Bob Sosbee
Senior Developer
Covina CA
803-252-6154 x245
------------------------------


Original Message:
Sent: 01-11-2019 12:20
From: Therese Logeais
Subject: AR Invoice with Credit Card

What about reprinting from history? I see invoices that WERE processed with a credit card but the fields remain empty.

Original Message------

Howdy, Therese!  Quite simple - there aren't any multiple auth/payment processing in AR Invoice like there is with SO.  So unless you click on the Submit Card button, those fields remain blank until the AR sales journal is processed.  The most that you can do in AR invoicing is authorize, which is captured when the AR Sales Journal is run.  If you authorize the card in AR invoice entry, then those fields are populated in the AR invoice printing work table.

------------------------------
Bob Sosbee
------------------------------