Sage 100

 View Only
  • 1.  I just realized something re: the ""allow credit ca

    Posted 03-22-2016 09:43
    I just realized something re: the ""allow credit cards"" checkbox in A/R during an Upgrade from 4.5.7 --> v2015.3: _**I need to enable that setting in v2015 in order to see the 'credit card info' section in A/R Customer Maint, even though that section is visible in 4.5 with that setting ""unchecked"".**_ It appears in 4.5 (per my 4.5.7 testing) that the 'credit card info' section in A/R Cust Maint displays even if the ""allow credit cards"" checkbox in A/R Options is disabled. However, in v2015 (per my 2015.3 testing) this setting apparently needs to be enabled to be able to see the 'credit card info' section in Cust Maint but I have seen a few examples in v2015 where the ""allow credit cards"" setting has no impact on whether the 'credit card info' section shows in Cust Maint (e.g., an existing Sage 100 out-of-the-box demo company).


  • 2.  RE: I just realized something re: the ""allow credit ca

    Posted 03-22-2016 12:18
      |   view attached
    I think it has more to do with the setting in Company Maintenance. Even without SPS and without a Merchant Account; and with the ""Enable Credit Cards Flag turned off. If i have a Vault ID in the Company Maintenance CC Tab, I am able to add Credit Cards to a Customer. In my testing, I have the setting in Cash Receipts turned OFF regarding ""allow credit card in Cash Receipts"".


  • 3.  RE: I just realized something re: the ""allow credit ca

    Posted 03-23-2016 09:30
    Thanks for the feedback, @MadelineStefanou. What version are you looking at? in our v2015.3 we have CCP enabled in Comp Maint and the Vault ID's are present. Once I enabled the ""allow credit cards"" setting in A/R, the cc section then appeared in Cust Maint.


  • 4.  RE: I just realized something re: the ""allow credit ca

    Posted 03-23-2016 09:51
    It doesn't appear to be re-creatable using an existing out-of-the-box _demo_ company, but if you create a brand-new company you should be able to see the issue. And in 2015.4, the Help for the ""allow credit cards"" setting doesn't mention anything about this.


  • 5.  RE: I just realized something re: the ""allow credit ca

    Posted 03-23-2016 12:15
    I was looking at 2014 PU3. Not ABC Data, but a customer data set I am working on. Just created a brand new company (2014.PU3); set up GL, setup CI, Setup AR (using all the defaults). Added a customer, the CC button was there. Noticed that the ""Allow CC was turned ON"" in AR Setups by default. Turned it off, can no longer have access to Credit Cards in Customer Maintenance.