General Consultant Discussion

Good afternoon! I have a client on Sage 100 v2021 that has their AR options set to Age by Due Date. They do not want to change this.  However, their bank requires them to send an aged AR by Invoice Date. Right now, they get everyone out, change the setup, run the report, change the setup back and then let everyone get back in.  They have 20+ users and this is not very convenient.

Has anyone written such a report that they would be interested in selling? 

Thanks!

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Dawn Kulbacki
Capitol Computer Systems, Inc.
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You could copy GL and AR to a "BCK" backup company with the same company name and run the report for the bank from the TST company.  the users wouldn't have to exit Sage 100. 

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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
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Unfortunately, that is not an option.  They have some custom programming that throws a fit when you try to copy to another company and their IT person has to get involved.

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Dawn Kulbacki
Capitol Computer Systems, Inc.
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Original Message:
Sent: 01-08-2024 16:13
From: Doug Higgs
Subject: Custom A/R Aging Report

You could copy GL and AR to a "BCK" backup company with the same company name and run the report for the bank from the TST company.  the users wouldn't have to exit Sage 100. 

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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
------------------------------

You could add a new report setting and replace the CurrentAmount and AgingAmtX fields with formulas that move the amounts to a the appropriate column based on the days difference between due data and invoice date. You might end up with less columns, but if they don't specify how many categories they may be satisfied.

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Dan Burleson
Software Consultant
Connex Software
Corvallis OR
541-224-6642
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Original Message:
Sent: 01-08-2024 16:49
From: Dawn Kulbacki
Subject: Custom A/R Aging Report

Unfortunately, that is not an option.  They have some custom programming that throws a fit when you try to copy to another company and their IT person has to get involved.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.
------------------------------


Original Message:
Sent: 01-08-2024 16:13
From: Doug Higgs
Subject: Custom A/R Aging Report

You could copy GL and AR to a "BCK" backup company with the same company name and run the report for the bank from the TST company.  the users wouldn't have to exit Sage 100. 

------------------------------
Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles

Original Message:
Sent: 1/8/2024 4:49:00 PM
From: Dawn Kulbacki
Subject: RE: Custom A/R Aging Report

Unfortunately, that is not an option.  They have some custom programming that throws a fit when you try to copy to another company and their IT person has to get involved.

------------------------------
Dawn Kulbacki
Capitol Computer Systems, Inc.
------------------------------