Sage 100

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  • 1.  Sales Order - Pop up message to pull information from history on a CM

    Posted 03-01-2024 01:50

    I have a Sage 100 2023.2 user that does not want to see the pop up message to restore invoice history information on a credit memo in sales invoice data entry.  I do not see any options in role security, SO or AR setup options for this.  Does anyone know if there is a way to turn the message off for a user? 



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    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
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  • 2.  RE: Sales Order - Pop up message to pull information from history on a CM

    Posted 03-01-2024 09:39

    It doesn't look like it, except for a couple "not bloody likely" options, i.e. disabling invoice history retention or putting the client back on Perpetual, lol (although I'm not sure if this is a feature that all clients now have) - based on the below What's New info/doc: 

    Use Original or Current Cost When Applying Credit Memo

    When applying a credit memo to an invoice in Invoice Data Entry, you have the option to recall invoice information from history. This option is available if Yes or Summary is selected in the (Invoice History) Retain in Detail field in Accounts Receivable Options.

    After you enter an invoice number, a message asks if you want to copy invoice information from history.

    If Yes is selected in the (Invoice History) Retain in Detail field, line details are included. If Summary is selected only the invoice header information is used.

    If you click Yes to use information from the history files, a second message asks if you want to recall the item cost from history. You can click the Details button in the message window to view the cost information from both history and inventory for each item on the invoice. Check with your accountant about the appropriate costing method for returned inventory.

    Note This feature is available if you purchased Sage 100 through a subscription plan.

    Your Sage 100 business partners at work! This idea was a suggestion from 90 Minds, Inc. where " More Minds Are Better Than One. "



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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 3.  RE: Sales Order - Pop up message to pull information from history on a CM

    Posted 03-01-2024 12:43

    Thanks @Brett Zimmerman, good to have a second pair of eyes.



    ------------------------------
    [Michele] [Herzog] [CPA,CITP, CGMA]
    [Overland Park] [KS]
    [816-520-1365]
    ------------------------------