referencing my case# 8004767161 -- which was cancelled, by Sage, without me receiving a single email response or phone call. =^(
When we went LIVE with Sage 300ERP in Jan 2015, we were told by ADSS that an update would soon be available to allow Vendor "Pop-Up" Notes in A/P.
Vendor Pop-Up Notes were available in Sage PFW -- and it's a feature we USED A LOT. We were counting-on having this feature in Sage 300ERP as well.
If we put a note on a Vendor in A/P Vendor Maintenance, we need that note to POP-UP any time the Vendor Number is keyed in A/P Invoice Entry or A/P Payment Entry.
ADSS assured us -- before we purchased Sage 300ERP -- that the Pop-Up Note functionality would be made available in a soon-to-be-released, but not-yet-available, product update. ((That was in October 2014.))
JUST ONE EXAMPLE OF WHY WE NEED THIS URGENTLY: We are required to self-assess a 5.3% state sales tax on any purchases made from out-of-state vendors who don't already collect sales tax for our state.
If the vendor invoice indicates a surcharge for "shipping and handling", we owe state sales tax on the S&H amount.
BUT......If the vendor invoice only says "shipping", (not handling), we DO NOT owe sales tax on the SHIPPING.
We need to put pop-up notes on those vendors whose invoices only say "shipping" -- to REMIND our A/P Clerk to MANUALLY OVER-RIDE the TAX BASE AMOUNT -- so that we don't pay tax on the "shipping" portion of that invoice.
WE DON'T WANT TO ACCIDENTALLY SELF-ASSESS TOO MUCH SALES TAX.
by: AMY H. | over a year ago | General Enhancements
Comments
Also pop up notes for customers in O/E would be great. It was something that we relied on heavily in PFW to keep track of a customer's account status and notes. We're now using a shared excel file that everyone has to reference to in order to get that information.