If you are trying to clear ‘old’ purchase orders, using the Purchases Clearing report (Purchase Order | Period End | Purchases Clearing Report) to identify open amounts on purchase orders might be helpful. The report includes the quantity ordered, received, and invoiced. If these three quantities do not match, the purchase order remains in a Backorder Status until […]
A purchase order with a status of Backorder could mean that goods are outstanding or that the invoice is outstanding. If you still need to change the Quantity Backordered column to zero and Sage won’t allow you to, try the following workaround: Change the quantity ordered column back to the correct value and that should prompt the system […]
How do you clear sales orders that have a backorder status backorder? Even after changing the quantity ordered to be equal to quantity shipped and zeroing out the quantity backordered, the status remains Backorder. The trick is to create a $0 invoice for that sales order. This process will clear the backorder status from the sales […]
Auto Generate Invoices Feature Did you know that Sage has an auto generate invoices function? This works well if you have many sales orders to invoice. Here are the steps to process invoices using the auto generate feature: In Sales Order | Main | Auto Generate Invoices Selection, create a batch (if you are using batch […]
Post a One Sided Journal Entry For those times when you need to post a one sided journal entry to correct an out of balance ledger, here are the steps: In General ledger | Main | General Journal Entry. Select a source journal and choose Next for the entry number. Enter the transaction date in the […]
Do you use Sage 100c AR Memos to manage and track notes and actions due on outstanding invoices? We have a more efficient tool. See the PDF attached and let us know if we can help.