Sage 100

Sage reached out and would like input on the following potential Sage 100 changes:

• On the Ideas Site, there is a suggestion to add the ability to combine multiple purchase orders on one invoice. Is there also a business need to combine multiple purchase orders on one receipt in Receipt of Goods Entry?

• If multiple purchase orders were applied to one invoice, would you need the ability to return all purchase orders associated with the invoice, or would you typically be returning one purchase order at a time?

Please keep responses and comments relevent to the questions listed above.  Thank you.

------------------------------
Moira Goggin
Executive Director
90 Minds, Inc.
------------------------------

Regarding multiple purchase orders on one invoice... Absolutely yes.  Distributors will love this.  Many companies have containers arriving with multiple POs on them.  Having to separate a container by PO is inefficient.  

To up the game, have Sage include allocation of landed costs across the multiple purchase orders during receipt of goods.


------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------

Agree with @Doug_Higgs!

Michelle Taylor
ERP Consulting Manager
CS3 Technology
918-388-9772

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

Regarding multiple purchase orders on one invoice... Absolutely yes.  Distributors will love this.  Many companies have containers arriving with multiple POs on them.  Having to separate a container by PO is inefficient.  

To up the game, have Sage include allocation of landed costs across the multiple purchase orders during receipt of goods.


------------------------------
Doug Higgs
Assistant Technical Support / Building Maintenance Specialist
Midwest Commerce Solutions, Inc
------------------------------

For receipts, some of our customers enter RoG from invoices, so I can't imagine how one without the other would be seen as anything other than a half-feature.

For returns, there are other things higher on my wish list for that screen (*cough* tier selection *cough*)... but if you need to reverse a big receipt posting (eg. wrong date) being able to reverse it as entered would be nice.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

Didn't @Wayne Schulz have a situation like this recently.  Large container with many PO's...... ​

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------

Original Message:
Sent: 07-16-2019 22:15
From: Kevin Moyes
Subject: Need your input on the Sage 100 product

For receipts, some of our customers enter RoG from invoices, so I can't imagine how one without the other would be seen as anything other than a half-feature.

For returns, there are other things higher on my wish list for that screen (*cough* tier selection *cough*)... but if you need to reverse a big receipt posting (eg. wrong date) being able to reverse it as entered would be nice.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

I had a situation where a customer issued a very large PO ( think many small items ) with many many items which shipped in different quantities over time. They wanted to do a receipt of the invoice without having to pick and choose which of the thousand or so line items was on the invoice. Instead, they wanted ( I think ) to somehow reference the ROG when separately doing the ROI.  I think presently you can do ROG and ROI together but if you do ROG first when ROI comes up you need to go in and select the items on the ROI again. At least that's what I think they were asking.

Many years ago I had a customer in Alaska who shipped many POs in containers in order to save on freight. I haven't run into this since. That customer since has sold out to another company.

------------------------------
Wayne Schulz - Schulz Consulting - 860-516-8990
------------------------------

Original Message:
Sent: 07-17-2019 01:40
From: Jeff Schwenk
Subject: Need your input on the Sage 100 product

Didn't @Wayne Schulz have a situation like this recently.  Large container with many PO's...... ​

------------------------------
Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
------------------------------


Original Message:
Sent: 07-16-2019 22:15
From: Kevin Moyes
Subject: Need your input on the Sage 100 product

For receipts, some of our customers enter RoG from invoices, so I can't imagine how one without the other would be seen as anything other than a half-feature.

For returns, there are other things higher on my wish list for that screen (*cough* tier selection *cough*)... but if you need to reverse a big receipt posting (eg. wrong date) being able to reverse it as entered would be nice.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON

I definitely have at least two, possibly more, clients receiving large overseas shipments which combine many POs.  ROG and ROI would both be needed.  Not so sure about Returns.

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

We have several clients that import from overseas where they receive multiple PO's on one container. This would be ideal for those situations where they could combine PO into one receipt of goods entry.

------------------------------
Walter Markle
Warren Averett Technology Group
------------------------------

This is a very common request for my larger clients.

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Thomas Rogers (TomTarget)
Target System Technology, Inc.
Spokane Valley WA
------------------------------

Original Message:
Sent: 07-17-2019 09:58
From: Walter Markle
Subject: Need your input on the Sage 100 product

We have several clients that import from overseas where they receive multiple PO's on one container. This would be ideal for those situations where they could combine PO into one receipt of goods entry.

------------------------------
Walter Markle
Warren Averett Technology Group
------------------------------

Ditto @Doug Higgs

---------------------------------
Bob Pfahnl
General Manager - Silicon Valley Office
DSD Business Systems
CA
408-641-0922
---------------------------------

Multiple purchase orders for receipt of invoice AND receipt of goods, yes to both.

Please take into consideration reconciling the Purchase Order Clearing account when there are multiple purchase orders on a receipt. 

Returns may need an option to return all POs on a receipt if the receipt was processed in error.  For the most part my customers are returning at an item level not the enitre PO.

------------------------------
Moira Goggin
Executive Director
90 Minds, Inc.
------------------------------

Original Message:
Sent: 07-17-2019 10:20
From: Bob Pfahnl
Subject: Need your input on the Sage 100 product

Ditto @Doug Higgs

---------------------------------
Bob Pfahnl
General Manager - Silicon Valley Office
DSD Business Systems
CA
408-641-0922
---------------------------------

Now that you mention it, Return of Goods workflow needs work too.  It should mirror the Receipt of Goods process.  Return of Goods debits Purchases Clearing and credits Inventory and returns the Items to the Purchases Clearing Report.  Then a new Receipt of Returns Invoice (the credit invoice from the vendor) should then debit Accounts Payable and credit Purchases Clearing.  (This new Task should replace having to enter a negative quantity invoice in ROI).  Freight and Landed Cost should honor the original ROG.  Sales Tax probably needs to honor current rates.  And ... a GL Recap, e.g. AP and AR Invoice Registers, should be printed BEFORE updating ROG, ROI, and RTN_OG. 
PS.  The Purchases Clearing Reports should be in the Reports menu, not Period End Processing.
PSS.  On backordered Items, changes to Unit Cost in the ROG should NOT update the current PO Unit Costs, thereby throwing Purchases Clearing out of balance to the GL.

------------------------------
Bob Pfahnl
General Manager - Silicon Valley Office
DSD Business Systems
CA
408-641-0922
------------------------------

Original Message:
Sent: 07-23-2019 16:30
From: Moira Goggin
Subject: Need your input on the Sage 100 product

Multiple purchase orders for receipt of invoice AND receipt of goods, yes to both.

Please take into consideration reconciling the Purchase Order Clearing account when there are multiple purchase orders on a receipt.

Returns may need an option to return all POs on a receipt if the receipt was processed in error.  For the most part my customers are returning at an item level not the enitre PO.

------------------------------
Moira Goggin
Executive Director
90 Minds, Inc.
------------------------------


Original Message:
Sent: 07-17-2019 10:20
From: Bob Pfahnl
Subject: Need your input on the Sage 100 product

Ditto @Doug Higgs

---------------------------------
Bob Pfahnl
General Manager - Silicon Valley Office
DSD Business Systems
CA
408-641-0922

And for good measure, Return of Goods for FIFO items should allow you to pick the tier to return, not the oldest tier.

------------------------------
Barbara Goldstein
Sr. Consultant
DSD Business Systems
San Jose CA
800.627.9032 x221
------------------------------

Original Message:
Sent: 07-24-2019 12:19
From: Bob Pfahnl
Subject: Need your input on the Sage 100 product

Now that you mention it, Return of Goods workflow needs work too.  It should mirror the Receipt of Goods process.  Return of Goods debits Purchases Clearing and credits Inventory and returns the Items to the Purchases Clearing Report.  Then a new Receipt of Returns Invoice (the credit invoice from the vendor) should then debit Accounts Payable and credit Purchases Clearing.  (This new Task should replace having to enter a negative quantity invoice in ROI).  Freight and Landed Cost should honor the original ROG.  Sales Tax probably needs to honor current rates.  And ... a GL Recap, e.g. AP and AR Invoice Registers, should be printed BEFORE updating ROG, ROI, and RTN_OG.
PS.  The Purchases Clearing Reports should be in the Reports menu, not Period End Processing.
PSS.  On backordered Items, changes to Unit Cost in the ROG should NOT update the current PO Unit Costs, thereby throwing Purchases Clearing out of balance to the GL.

------------------------------
Bob Pfahnl
General Manager - Silicon Valley Office
DSD Business Systems
CA
408-641-0922
------------------------------


Original Message:
Sent: 07-23-2019 16:30
From: Moira Goggin
Subject: Need your input on the Sage 100 product

Multiple purchase orders for receipt of invoice AND receipt of goods, yes to both.

Please take into consideration reconciling the Purchase Order Clearing account when there are multiple purchase orders on a receipt.

Returns may need an option to return all POs on a receipt if the receipt was processed in error.  For the most part my customers are returning at an item level not the enitre PO.

------------------------------
Moira Goggin
Executive Director
90 Minds, Inc.


Original Message:
Sent: 07-17-2019 10:20
From: Bob Pfahnl
Subject: Need your input on the Sage 100 product

Ditto @Doug Higgs

---------------------------------
Bob Pfahnl
General Manager - Silicon Valley Office
DSD Business Systems
CA
408-641-0922

10 million up-votes for this!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------

Original Message:
Sent: 07-24-2019 12:44
From: Barbara Goldstein
Subject: Need your input on the Sage 100 product

And for good measure, Return of Goods for FIFO items should allow you to pick the tier to return, not the oldest tier.

------------------------------
Barbara Goldstein
Sr. Consultant
DSD Business Systems
San Jose CA
800.627.9032 x221
------------------------------


Original Message:
Sent: 07-24-2019 12:19
From: Bob Pfahnl
Subject: Need your input on the Sage 100 product

Now that you mention it, Return of Goods workflow needs work too.  It should mirror the Receipt of Goods process.  Return of Goods debits Purchases Clearing and credits Inventory and returns the Items to the Purchases Clearing Report.  Then a new Receipt of Returns Invoice (the credit invoice from the vendor) should then debit Accounts Payable and credit Purchases Clearing.  (This new Task should replace having to enter a negative quantity invoice in ROI).  Freight and Landed Cost should honor the original ROG.  Sales Tax probably needs to honor current rates.  And ... a GL Recap, e.g. AP and AR Invoice Registers, should be printed BEFORE updating ROG, ROI, and RTN_OG.
PS.  The Purchases Clearing Reports should be in the Reports menu, not Period End Processing.
PSS.  On backordered Items, changes to Unit Cost in the ROG should NOT update the current PO Unit Costs, thereby throwing Purchases Clearing out of balance to the GL.

------------------------------
Bob Pfahnl
General Manager - Silicon Valley Office
DSD Business Systems
CA
408-641-0922


Original Message:
Sent: 07-23-2019 16:30
From: Moira Goggin
Subject: Need your input on the Sage 100 product

Multiple purchase orders for receipt of invoice AND receipt of goods, yes to both.

Please take into consideration reconciling the Purchase Order Clearing account when there are multiple purchase orders on a receipt.

Returns may need an option to return all POs on a receipt if the receipt was processed in error.  For the most part my customers are returning at an item level not the enitre PO.

------------------------------
Moira Goggin
Executive Director
90 Minds, Inc.


Original Message:
Sent: 07-17-2019 10:20
From: Bob Pfahnl
Subject: Need your input on the Sage 100 product

Ditto @Doug Higgs

---------------------------------
Bob Pfahnl
General Manager - Silicon Valley Office
DSD Business Systems
CA
408-641-0922

Tier selection for Returns should have been a feature long ago.

------------------------------
Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
------------------------------

Original Message:
Sent: 07-24-2019 12:49
From: Beth Bowers
Subject: Need your input on the Sage 100 product

10 million up-votes for this!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

------------------------------
Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
------------------------------


Original Message:
Sent: 07-24-2019 12:44
From: Barbara Goldstein
Subject: Need your input on the Sage 100 product

And for good measure, Return of Goods for FIFO items should allow you to pick the tier to return, not the oldest tier.

------------------------------
Barbara Goldstein
Sr. Consultant
DSD Business Systems
San Jose CA
800.627.9032 x221


Original Message:
Sent: 07-24-2019 12:19
From: Bob Pfahnl
Subject: Need your input on the Sage 100 product

Now that you mention it, Return of Goods workflow needs work too.  It should mirror the Receipt of Goods process.  Return of Goods debits Purchases Clearing and credits Inventory and returns the Items to the Purchases Clearing Report.  Then a new Receipt of Returns Invoice (the credit invoice from the vendor) should then debit Accounts Payable and credit Purchases Clearing.  (This new Task should replace having to enter a negative quantity invoice in ROI).  Freight and Landed Cost should honor the original ROG.  Sales Tax probably needs to honor current rates.  And ... a GL Recap, e.g. AP and AR Invoice Registers, should be printed BEFORE updating ROG, ROI, and RTN_OG.
PS.  The Purchases Clearing Reports should be in the Reports menu, not Period End Processing.
PSS.  On backordered Items, changes to Unit Cost in the ROG should NOT update the current PO Unit Costs, thereby throwing Purchases Clearing out of balance to the GL.

------------------------------
Bob Pfahnl
General Manager - Silicon Valley Office
DSD Business Systems
CA
408-641-0922


Original Message:
Sent: 07-23-2019 16:30
From: Moira Goggin
Subject: Need your input on the Sage 100 product

Multiple purchase orders for receipt of invoice AND receipt of goods, yes to both.

Please take into consideration reconciling the Purchase Order Clearing account when there are multiple purchase orders on a receipt.

Returns may need an option to return all POs on a receipt if the receipt was processed in error.  For the most part my customers are returning at an item level not the enitre PO.

------------------------------
Moira Goggin
Executive Director
90 Minds, Inc.


Original Message:
Sent: 07-17-2019 10:20
From: Bob Pfahnl
Subject: Need your input on the Sage 100 product

Ditto @Doug Higgs

---------------------------------
Bob Pfahnl
General Manager - Silicon Valley Office
DSD Business Systems
CA
408-641-0922