Sage 100

Sage 100 2018.3 - I have a user who does a fair amount of work with prepaid invoices via credit card. Many of their customers are repeat (dealers) and in some cases after they pre-pay an invoice they return something that wasn't needed on a job. In those cases, a credit on the account (vs back on the card) is created. They'd like data entry to automatically get some type of notice when invoicing subsequent jobs IF there is a credit on the AR account of that customer AND the customer is prepay. That would allow billing to potentially use the open credit against invoices instead of that credit just hanging there unused. I think the best way to do this is to credit it initially back to the card and not have the credit be open in AR. However, the user is asking for other options. So far I've suggested: - Credit back onto the card (Note: For now this customer is NOT integrated with credit cards which is part of their problem and one that I've been unsuccessful at changing) - $cript it - if the pain is great enough - Create a report and flag a memo to notify people of open credit (only a good option if this is a very occasional problem) - Create a report and email it out to AR to cut a refund check against Any other ways people see to handle this

Scripting may be the best option IF it were free. You could turn on credit limit checking and set the credit limit for prepay customers to -9,999,999.99. When an invoice is entered the credit checking box will pop up and display the open invoice balance.

Could use something like Knowledge Sync to give an email to the sales person of any outstanding/new Sales Order of a customer with a credit in the system (or entry of a credit is processed). I would still lean towards a script or mod to handle this for the best outcome.

I wrote something similar for a customer who wanted to check the credit limit on certain parameters. I've adapted it to calculate the customer balance and open the Credit History Screen if the balance < 0. If you tell me what makes the customer PREPAY, I'd be happy to add that. retVal = 0 custBal = 0 current = 0 age1 = 0 age2 = 0 age3 = 0 age4 = 0 SET oCust = oBusObj.AsObject(oBusObj.GetChildHandle(""CustomerNo"")) retVal = oCust.GetValue(""CurrentBalance"", current) retVal = oCust.GetValue(""AgingCategory1"", age1) retVal = oCust.GetValue(""AgingCategory2"", age2) retVal = oCust.GetValue(""AgingCategory3"", age3) retVal = oCust.GetValue(""AgingCategory4"", age4) custBal = current + age1 + age2 + age3 + age4 if custBal < 0 then retVal = oScript.InvokeButton(""BT_Credit"") end if

Terms code =""07

Put this in SO_Sales Order Header, Column-PostValidate Customer No. PM me if you need a hand adding it. retVal = 0 custBal = 0 current = 0 age1 = 0 age2 = 0 age3 = 0 age4 = 0 terms = """" SET oCust = oBusObj.AsObject(oBusObj.GetChildHandle(""CustomerNo"")) retVal = oCust.GetValue(""CurrentBalance"", current) retVal = oCust.GetValue(""AgingCategory1"", age1) retVal = oCust.GetValue(""AgingCategory2"", age2) retVal = oCust.GetValue(""AgingCategory3"", age3) retVal = oCust.GetValue(""AgingCategory4"", age4) retVal = oCust.GetValue(""TermsCode$"", terms) custBal = current + age1 + age2 + age3 + age4 if custBal < 0 and terms = ""07"" then retVal = oScript.InvokeButton(""BT_Credit"") end if

Worked great - thanks!

You're welcome. Happy birthday!