Sage 100

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  • 1.  Sage 100 v 2020 PU1 credit card maintenance

    Posted 10-15-2020 17:20
    Upgraded a customer to Sage 2020 PU 1 and noticed:

    1. Existing credit cards, converted during the upgrade that have expired cannot be deleted from customer maintenance, only new ones that have been added show the Delete button. Decided to clear them with the utility. 

    2. Selected the AR Utilities Clear Credit Cards Expired on or Before options and it is reading the AR Module Current period, not the system date. 

    To purge expired credit cards we depend on the user's timely process of period end ?  Genius. 



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    Moira Goggin
    Chismet Consulting Corp.
    Long Beach CA
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  • 2.  RE: Sage 100 v 2020 PU1 credit card maintenance

    Posted 10-16-2020 11:08
    I am running v2020 PU 1 and I while I experience similar unexplained results, there is a work around.

    From the Help Text

    Clear Credit Cards Expired on or Before

    Enter a date in this field to clear credit card that expired on or before the entered date. This field defaults to the Accounts Receivable module date; however, any date up to and including the current period's ending date can be entered in this field . Click the Calendar button to select a date from the calendar.

    This field is available only if Credit Cards or Credit Cards and ACH is selected in the Enable Payments field in Company Maintenance and the Clear Expired Credit Cards check box is selected.


    First of all, the default date appearing for me WAS the AR module date.  As noted, the system date is today (10/16/20),  IF I changed the date, I did get the error you noted.  IF I accepted the default date, the program ran.

    Won't comment on the genius aspect of it, as we are all aware of Sage's quirkiness.  After all, they did finally address the default year issue when you keyed 12xx in January of the following year.  But the way the document date warning was fixed is that you did have to stay somewhat current with closing instead of just fixing the date.  But that is another pet peeve.



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