Sage 100

Converted Sage 50 user to Sage 100.  They have finally stopped telling me that Sage 50 did things differently......

But they don't understand why the invoice record in history shows as paid, but the invoice reprint shows the balance due.  I explained that the invoice will print paid in full if it is paid in full at the time of invoice update.  Sage uses the magic of programming to the updated status if paid after the fact.

Is there a table that I could link to the invoice reprint to provide the update?  I am thinking AR transaction table but that would only work until period end closing purges the record.  Am I missing something easy?

TIA

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Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
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I do a subreport to the AR_OpenInvoice file.  You can't really link it unless you create a different form for printing from history, since when you are printing brand new invoices from Invoice Entry, there will be no AR_OpenInvoice record.  Just had another Sage 50 client I had to do that for last week.

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Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
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And what happens when the invoice drops out of the Open Invoice tables via the retention limit setting?

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Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
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Original Message:
Sent: 01-27-2020 11:02
From: Beth Bowers
Subject: Printing Paid Invoice from History

I do a subreport to the AR_OpenInvoice file.  You can't really link it unless you create a different form for printing from history, since when you are printing brand new invoices from Invoice Entry, there will be no AR_OpenInvoice record.  Just had another Sage 50 client I had to do that for last week.

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Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
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I cross my fingers they don't need to reprint one that far back...

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Beth Bowers
Mom to Samson, Peanut, ChiChi, Canton, Cagney and Daisy (NO Oxford comma - shriek!)
Beth Bowers
269-445-1625
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Original Message:
Sent: 01-27-2020 18:22
From: Jeff Schwenk
Subject: Printing Paid Invoice from History

And what happens when the invoice drops out of the Open Invoice tables via the retention limit setting?

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


Original Message:
Sent: 01-27-2020 11:02
From: Beth Bowers
Subject: Printing Paid Invoice from History

I do a subreport to the AR_OpenInvoice file.  You can't really link it unless you create a different form for printing from history, since when you are printing brand new invoices from Invoice Entry, there will be no AR_OpenInvoice record.  Just had another Sage 50 client I had to do that for last week.

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

I add payment history to the footer of the table, in the interest of keeping it looking like Sage 50.  You can calculate the balance due using those, but I think I pull from AR invoice history header.  Whenever I put something conditional in an invoice (like a logo based on the division or a different Ship To Layout based on the client or a spot to put CC info in the event it's got a balance due),  I call it a 'smart invoice,' but you're right, showing balance due is just doing what low end packages do out of the box. :-P

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Rhonda McNamara
Customer Success Manager
Stewart Technologies, Inc.
rsm@stewarttechnologies.com
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<s>
Short answer - because all substantive material improvements stopped at the time Sage ported the module to the framework.
</s>


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Wayne Schulz - Schulz Consulting - 860-516-8990
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