Sage Enterprise Management Help Series: How to create a return and do a credit note for it

In this week's blog I'll be showing you how to create a return and do a credit note for it.

Returns are done from the menu: Purchasing > Returns > Returns

Click “New”

The return lines can arise from a receipt and:

  • Be automatically initialized from the receipt lines selected from the left list.
    • Enter Site number and select the left list section “Receipt selection”. All receipts for this site will be displayed.

It can be filtered by supplier as well.

Sage Enterprise Management Help Series: Reversing a Payment

As with our other help series blogs, I have focused on an issue that is fairly common on support. Hopefully this helps and do feel free to get in contact with myself or any of my colleagues if you would like any more information. Always happy to help!

If you have ever discovered you've made a mistake on a payment which you've already posted, this is how you solve the problem:

To reverse a payment in the A/P-A/P Accounting module, open the payment you need to reverse and choose the Options> Accounting Cancellation on the right hand menu.

Sage 200cloud Help Series: How do you refresh data in a BI report?

In order to run a BI Report, you will first have to create a new Data Warehouse using the Sage 200cloud BI Admin utility, which you will find in All Programs > Sage Tools > Sage 200 > Sage 200 Business Intelligence as below:

Once open, you will see listed the name of the company you want to create a warehouse for. To create it, click on that company, and click the “New Warehouse” button. 

Sage 200cloud Help Series: the Spooler

Where’s my Report?

A common call to the support line for new and old users of Sage 200cloud is “I’ve printed XX report and nothing is happening” the usual reason for this is that Sage is newly installed / re-installed and no selection has been made to the output mode, as a default the system will set the output to Spooler.

What’s the Spooler?

Jean Mostert joins the Acuity Team!

Here at Acuity, we are excited to announce that Jean Mostert has recently joined the team as our new Sage Business Cloud Enterprise Management Consultant. Having previously worked as a Sage consultant and having experience being an end-user, we are looking forward to the knowledge and experience he will bring. I wanted to take the opportunity to hear Jeans's views and visions for Acuity.

Shaun Le Roux joins the Acuity Team!

Here at Acuity, we are excited to announce that Shaun Le Roux has recently joined the team as our new Sage Business Cloud Enterprise Management Consultant. Having years of experience with Sage Business Cloud Enterprise (formerly Sage X3), we are looking forward to the knowledge and experience he will bring. I wanted to take the opportunity to hear Shaun's views and visions for Acuity.

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