Does a "Sundry Account" exist in AR ??
We deal with dozens of one-off customers and do not wish to keep details of their account in AR.

Is there a methodology to achieve this for this within Sage 300 without creating a new account each time??

Any help here would be great.

Comments

  • We have a "Cash Sale" account
    Anyone buying as a one off gets posted there

    When entering the order tyope in the account number you choose
    Just to the right of the order number there is a tab with an upward arrow
    Click that and add any additional details you want

    works well but does not give any breakdown of customers on Aged list and you cannot send statements

  • We deal with thousands of one-off customers - I create a new "COD Customer" at the start of each financial year otherwise searches can become a bit slower - e.g. 13COD and 14COD - has worked well for 12 years now.