Sage 100

I'm trying to understand why a client has all of sudden started having a problem with being unable to check the ""Pay Balance"" checkbox in Invoice Data Entry so that they can charge an invoice for the remaining amount not covered by the original sales order deposit. They claim they had the ability last week but not this week, but there have not been any Sage or SmartLinc updates. Not only that, but Sage claims that I have to go back to the original sales order to check the box there AND enter in the actual freight before I invoice/ship it. That work flow doesn't make any sense to me at all. It's one thing to check the box during initial order entry in preparation for shipment (if I really have to), but not have to enter a freight since I will be rating it later. Is anyone else familiar with how that checkbox is truly designed to be used in either Sales Order Entry or Invoice Data Entry? Thanks in advance!

Screen customization by chance? ""Pay Balance"" is usable in both screens as far as I know.

Invoice entry has not been customized, though. I even tried removing the Links files and turning off all customizations but no difference.

My understanding is that when taking a ""Deposit"" on a Sales Order, you could turn on the ""PAY BALANCE"" Field. Then, when the order final invoices it will ""automatically"" charge the balance of the invoice. Are you sure that they did a Deposit on the sales order originally, and not a PreAuth? But the help files say something slightly different; it says a Pre-Auth is done for the balance... Maybe in this situation the ""Pre-Auth"" expired; and that is what makes this order different than other orders previously? ""Pay Balance Select this check box to pay the balance of the order using a credit card. If this check box is selected and you click Submit Card, the deposit that is entered will be processed and the remaining order balance will be pre-authorized. The remaining balance will be processed when the Daily Sales Journal is printed. Clear this check box to pay only the deposit using a credit card. This field is available only for standard orders and backorders, and if Deposit/Sale is selected in the Transaction Type field.

Thanks, Madeline. The help is unclear, but I should be able to select the checkbox in Invoice Data Entry for these orders after adding freight/extra charges....just can't figure out why the checkbox is grayed out (along with every field on the Credit Card tab).

Amber, I did not think the check box was available in Invoice Data Entry, if it had not been turned on in Order Entry. It should be turned on only when the customer wants to pay the balance by the same credit card. Turning it off in SO Entry should allow you to select a different credit card in invoice data entry. At least, that is my understanding"".

I wonder if maybe there's corruption within a screen [customization] somewhere. Is this happening with all users? Is the checkbox gone or just disabled? Regardless, and regardless if the screen is customized or not, you may wish to temporarily create a screen customization, see what that does, and then delete the customized screen. I had something like this with a client just the other day using A/R Cash Receipts Entry where one particular Sage 100 User Logon wasn't seeing the same standard screen that everyone else was - and the screen wasn't even customized. They do however have an Enhancement installed.

Well, speaking with Sage, they agree that it should remain checked in Sales Order Entry so that it feeds over to Invoice Data Entry for when and if we add some freight, etc. and I am finding that I cannot check it for existing orders but I can for new...so I am going back to the customer to find out if there is a difference with how they are manually entering or importing EDI orders vs. how I'm keying them. Thanks for the feedback!

You definitely don't just always want it enabled in S/O Entry; it depends on the client's process and requirements.

_corr:_ Any chance they're not entering Standard orders or Backorders, or the Trans Type is not set to Deposit/Sale? ""Pay Balance"": Select this check box to pay the balance of the order using a credit card. If this check box is selected and you click Submit Card, the deposit that is entered will be processed and the remaining order balance will be pre-authorized. The remaining balance will be processed when the Daily Sales Journal is printed. Clear this check box to pay only the deposit using a credit card. This field is available only for standard orders and backorders, and if Deposit/Sale is selected in the Transaction Type field.

Yep, these are standard orders. What I don't think they are doing is checking the Pay Balance checkbox during Sales Order Entry, so it's not feeding to IDE. The customer claims that it used to be available in IDE, but it doesn't look like it should be according to Sage when integrating with SPS, so I am trying to find out from the client why they think this behavior has just changed within the last week.

@AmberPrayfrock, how did you make out with this? I'm having a similar issue on v2016. The ""Pay Balance"" checkbox isn't accessible in S/O Invoice Entry. And we can't just enable the checkbox in S/O Entry because that'll pre-auth the balance net of the deposit.

new related post: https://90minds-com.socialcast.com/messages/33242934?ref=stream

Hi Brett...Sage couldn't answer why my demo 2016 acted differently than the customer's live system aside from the fact that I didn't have SPS or eBizCharge and were confused why the box was available only for new sales orders. I never got a straight answer from them. The client ended up just dealing with entering additional cash receipts as needed until the old orders were weeded out after the upgrade. Sorry that I don't have much to add.