View YTD, LYTD and Last Invoice Date data

Using the Import Custom fields routine, we show sales information in the below fields of any particular customer under the Sage 100 Data panel present on the Company Summary screen. Refer to the below screenshot,

  • YTD

  • %change between YTD and LYTD.

  • LYTD

  • %change between LYTD and LLYTD.


  • Last Invoice Date.

  • Last Sales Order Date.

  • # Invoices Outstanding.

  • Total Outstanding.

  • Rolling 12 months

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