Sage 300

As the name states, it is a program for changing numbers. Quite often, one may not thoroughly think over what style of numbers or a specific number to use for many different areas when setting up a database. Later, one may realize that the wrong format or length was selected for a certain number. What can be done? If such a decision was made in Sage 300 for one of the following modules, there may be a number changer program…

In 2017 an initiative was introduced to Sage 300 to move licensing from perpetual to subscription. This process required customer sales records to now have a Sage300c subscription, this license is know as Sage 300 cloud.

The term Sage 300 cloud is not a hosted nor a cloud enabled Sage 300 product, the term is a Sales and Marketing term that relates to licensing.

Subscription licensing is activated on the most recent release…

To use Microsoft Graph on Office 365, requires setup in Office 365 to allow Azure permissions for API.

• Login to office.com as Administrator
• Open Admin Center

• In Admin center Select Azure Active Directory

• Select Azure Active Directory
• App Registrations
  • Select New registration
  • Enter in Name for example Sage 300 Email

• At this point the overview will show Application (Client) ID and Directory (tenant) ID.

In 2017 and initiative was introduced to Sage 300 to move licensing from perpetual to subscription. This process required customer sales records to now have a Sage300c subscription, this license is know as Sage 300 cloud.

The term Sage 300 cloud is not a hosted or cloud enabled Sage 300 product, the term is a Sales and Marketing term that relates to licensing.

Subscription licensing from a Sales perspective is activated…

By default Web screen install assigns Local system to Sage.CNA.WindowsService, In a two server setup a custom user account is required.

Sage.CNA.WindowsService which handles web screen printer functions, requires logon as account to be assigned as a Windows service account. By default Web Screens us Local System account, this account does not have rights to connect to shared data location.

Windows service account should…

When Sage Intelligence is installed and activated, there are some pre-installed Sample Reports. 

These reports are configured against using Sage’s Sample Data (Saminc and Samltd) as a guideline..

Did you know that there are Additional Sample Reports available?  The answer is, YES there are additional reports. Here is how to find and install them.

• In Report Manager, from the Tools Menu, select Additional Reports…

In this blog, we will cover the best way of installing and activating your Sage 300 licenses.

A very important tip before getting started is checking your details.

When issued your license details, they will look like the below screenshot. (All details in this blog are made up for examples sake only.)

As we can see in the System Manager it clearly states the edition…

2022 PU1 is not a prerequisite when installing PU2 from an install point of view. PU2 will install successfully without PU1 installed. PUs are normally cumulative, so installing the latest PU for that version of Sage 300 should contain material from all the prior PUs. From an install practice point of view, I would recommend installing PU1 prior to installing PU2, especially for version 2022. Then run regacc.exe manually…

Currently, only the 1099-MISC and 1099-NEC forms are support Sage 300 in both paper and electronic formats.

These are the current 1099 Codes/Boxes supported:

Additional support for new Code/Box 11 (Fish purchased for resale) in the 1099 MISC has been added by 2022 PU2, 2021 PU5 and 2020 PU8.

Filing Dates:

1099-NEC – Paper or Electronic – Filed on or before January 31.

1099-MISC –       Paper – Filed by February…

With Product Update 2 for Sage 2022, users can now enter job-related documents in Accounts Payable on all A/P Transactions ( AP Invoice Entry, A/P Payment Entry and A/P Adjustment Entry) in Web Screens.  The 'job-related' button is now available for A/P Transactions in Web Screens. 

If you want to find out more information about other new features included in this product update, please refer to the Release Note…

Overview

This enhancement is added by 2022 Product Update 2 (PU2), but PU1 is required prior to installing PU2, so all the new tables are properly installed. 

An advanced option is available for passwords. This feature will require Sage 300 users to create stronger and more complex passwords. This function will require users to create a password that is a minimum of 8 characters and with at least one of each of the following…

• Sage Intelligence Report Manager has an additional tool that can be used to assist in debugging the output of a Sage Intelligence Report. Here are the steps to switch to output mode.
• Open Sage Intelligence Report Manager.  Highlight the Home menu, then either click “Output Mode” from the Tools Menu, or right-click on the Home menu and select “Switch Output Mode”.

• Ensure “Screen (SQL Debug) option…

Sometimes, an order was created but users may not ship the order right away. In the case that we don’t allow “negative inventory”, we need to make there are enough on hand for the order to ship at a later time. In O/E options in O/E Setup, there is an option called “Default Quantity Committed”. This option allows Order Entry automatically copies the number you enter in the Quantity Ordere…

Recently, Governor Gavin Newsom has signed the legislation to extend the COVID-19 Supplemental Paid Sick Leave through September 30, 2022. This means employees in California can take up to another 80 hours paid sick leave mainly in 2 scenarios.

More information can be found in the following websites.

https://www.dir.ca.gov/dlse/COVID19resources/2022-COVID-19-SPSL-Poster.pdf

https://www.gov.ca.gov/2022/02/09/governor-newsom…

• First-In, First-Out (FIFO) costing method.Under this method of cost calculation, Inventory Control assumes that the first units to arrive at a location are the first units shipped. Consequently, the units on hand in the closing inventory are assumed to be from the most recent purchases, and current revenues are matched to oldest costs.

• • To determine if your is setup as a FIFO item, you can see this in the Item Master…

CPRS is system design for reporting payments made to Canadian construction subcontractors to the CRA. A construction business is required to report any payment to a vendor over $500 to the CRA. A business is deemed to be a construction business when more than 50% of a business' income-earning activities are from construction. Any vendor can be setup to track CPRS related payments in Sage 300.

Refer to the CRA web…

What is a Bills of Material item (BOM)?

• A Bills of Material item is an item that can be assembled or repackaged inventory items to create a supply of "master item" to sell.

 What is a Kitting item?

• A Kitting item is an item that can be set up as collections of items that are priced and sold as a single item.

 Both a Bill of Material item and a Kitting item can be setup in I/C Items and Price Lists.

This is an…

During promotion as well as creating a new quote, required information is blank.  This is present when using Sage 300 CRM integration.

This can occur as a result of an additional forward slash in the Sage 300 Server Name in CRM integration.

To verify, in CRM Select Administration, Sage 300 Administration, Setup Integration, make sure Sage 300 Server Name does not have a trailing slash in url.

For example, https://app06…

Sage 300 Global Search module uses Log4j version 1.2.17, as this version is end of life, Sage 300 development will be updating to version 2 when product updates are released in March 2022. 

As of product update 2020.7, 2021.4, and 2022.1 which was released in December 2021. Sage 300 is not compliant with TLS 1.2 for SMTP.

Sage 300 development will release compliance with TLS 1.2 in March/April release, which will be product update 2020.8, 2021.4, and 2022.2.  

Firewall or antivirus softwares may block the updates from Aatrix, therefore, users cannot updating Aatrix or efile Aatrix forms. 

Go to Aatrix.com/info/updates, then, go to Software Requirements at the top, try to download all the files ( Updater.exe.zip, Test1.xml, Test2.afm.zip, Test3.exe.zip, Test4.xml.zip, Test4.dll.zip and Test6.dat.zip) on the page to see if you are able to download each file successfully.  If you…

How to fix mismatch between I/C quantity and Lot/Serial quantity of an item if there is a variance on the I/C Serial/Lot Number Quantity on Hand Report?

Below is an example in our sample data for this item, A1-405/0 at location 1. As you can see the Qty. on Hand for this item is 200 EA but the No. of Serials is only 10 EA.  There is a variance of 190 EA.

 In most cases/ businesses, the Quantity on Hand of an item should…

Microsoft has deprecated SQL Profiler and now uses Extended Events for capturing and logging transactions.

To setup Extended Events:

1. In Microsoft SQL Server Management Studio, connect to SQL server.

2. Expand Management, Extended Events.

3. Right click on Sessions, and select New Session Wizard.

4. Using the wizard, enter in a Session Name.

5. Select a Template, most template are the same as Profiler templates.  For…

A document is available, but can only be obtained through Sage 300 support with a support ticket number.

Please reference KB108047

After installing Microsoft Office 64bit, for the purpose of using Financial Reporter, returns error.  Error occurs with Excel Add-ins and returns Runtime error 429.  This occurs when Microsoft Office still have 32bit related excel objects. 

To fix the issue do the following.

1. Uninstall Microsoft Office Access database engine 2007
2. Uninstall Sage 300
3. Using Microsoft scrubber tool to uninstall all occurrences of Office, use…