Sage assigns lowercase letters to partial payment receipts. For some of our customers, the remaining balance isn't paid or written off until both the customer and us have come to an agreement. Once remaining balance is paid, the payment update does close the open item in GACCDUDATE but the lowercase matched records are untouched. There is a document on the Sage Knowledgebase published by the support department that involves modifying 4 auto journals free grouping criteria formula to force upper case on the partially paid records. 1st, it didn't work, 2nd, this will cause lower case matching on the remaining balance when it is paid.
The main concern is that the lowercase matching eats up the MTC activity sizing. the default is 6000 - and allows up to a max of 9999. After 3 years, the # of lowercase matching has exceeded 6000. If the current rate of lowercase matching continues, we will exceed the 9999 allowed in less than 2 years. Then matching will be suspended.
There is one more method for managing lowercase matching, and that is on a scheduled basis, in our case at least monthly, use journal entries to manage lower case matching.
None of these are acceptable long term.
We need an enhancement to matching process that focuses on partial payments, with TRACEABILITY built in!
pat daloisio
