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  • Recovery Controls for Sub-Metered rental units

    Hello all, We have a rental property with 16 units, and we charge a flat CAM fee every month. We have set up our recovery controls so that each tenant will be responsible for 6.25% of each category at the end of the recovery period. However we…
  • If an employee is claiming married and is claiming 2 exemptions on L-4 Employee Withholding tax form for Louisiana would you select special A or special B or special C?

    If an employee is claiming married and is claiming 2 exemptions on L-4 Employee Withholding tax form for Louisiana would that be special A or special B or special C?
  • How to change the action name?

    Hi all,. I wanted to change the action name that is displayed on the screen from "Document Reviewed" to "Document Review". I have try changing it in the workflow rule, did not success. I have try updating it, assuming that the value comes from…
  • Vacation Pay

    Hello, An employee gets 15 days' vacation per year. It does not accrue and is not paid out every pay period. He is on salary. Is there a way to show how much is owed for the year and how much has been paid out to date?
  • Item Alias Update from UDF

    I am trying to update the Alias Item for new items created for a POS system. I need to create an Alias Item for each new item created and the Alias Item needs to be = UDF_UPC, it also needs to be a "General" type with the Alias Item Description ="SKU…
  • Request Assistance - Under Company record add new Tab and List in Sage CRM

    My company uses Sage CRM 2021 R1. I am currently learning how to make enhancements and changes. I have a requirement to either add a new Tab named "Service" under a company record or modify the existing "Cases" Tab (whichever is simpler), as the "Cases…
  • Set values from one entity to another

    Hi i am trying to populate some values on the 'new free text item' screen onchange of selecting a product, i have the following code in the custom content: function setValues() { var prodId = crm.fields("quit_productid").val(); var successProduct…
  • Is it possible create new keyboard shortcuts in Sage?

    I was asked about a shortcut to print a screen array to an Excel export, instead of the user having to click "Excel Export". Thanks, Zoey
  • UDF field not listed

    Hello... I created and updated a second BIN location field I wanted to add to the REORDER Maintenance screen. However during customizing screen when I display all fields and UDF's it doesn't show??
  • Can you setup different payment methods?

    Hello. I'm trying to post invoice payments. We pay via EFT but the system won't let add it. If I choose direct deposit, then it is asking me to enter a supplier's bank account (which I don't have). I can't use cheque, since it looks like it will throw…
  • SAGE 300 EMAIL INTEGRATION

    Hello everyone, How can I configure email on SAGE 300 under the company profile to invoke the a clients outlook such that also the sent statements are stored on the sent folder in the clients Outlook? I'm using SAGE 300 2022.
  • Return UDF Descriptions

    I am trying to find a way to return the description of a UDF using SQL. I am currently using the following: Select * FROM JT_Employee But I need to bring forward the descriptions of the UDF's. So for example, "UDF_F_Name" would return "Employee…
  • AP pop up note for a job

    We have a job (T&M) with one of our clients where they are requiring us to submit copies of all material invoices when we bill. Is there a way in AP 4.2 to have a notice pop up when we input AP for a specific job? We have the ability to have alerts pop…
  • Building a list with an editable checkbox

    Hi, I have followed the information in this post: Building a List with an Editable CheckBox using the .NET API (in Sage CRM v7.1 SP2 and earlier) - Sage CRM Hints, Tips and Tricks - Sage CRM - Community Hub and have downloaded the latest SDK that has…
  • User defined "Number" option has no decimal places. Is this new?

    I'm sure I've used the usrdf1/usrdf2 in places and changed it to be a number value, but i have noticed lately that when i change it to number it is only accepting and integer and not a decimal. I know i can make custom fields but i avoid them as they…
  • script

    Hello, I'm creating a UDF field to duplicate a stock field so I can add the udf to the Open Sales Order Report Selection filter area do I need a script to make the ud field equal the stock field. I believe I read a post here that I did if so does anyone…
  • Import Mass UDF

    Is there a way to import new UDFs into Sage and to place multiple fields on a panel at one time? I have 50 UDFs that need to be created and I would prefer not to have to manually create and place each one of these fields. Is it possible to mass create…
  • Azure VBS script makes active x error

    I used a VBS script to login to Sage300 with task scheduler this technique has worked for many sites and many years Client went to Azure hosting and now...... this line: Set Signon = CreateObject("A4wSignonMgr.AccpacSignonMgr") Makes this :…
  • Customize Employee Maintenance Screen with "Tabs"

    Hello, I am hoping to find a way to add a tab (or a few) to the "Employee Maintenance" screen in Sage to allow for more fields to be added under different department specific details. Running Sage 100 Premium 2021 (Sage Version 7.00.2.0) (Payroll…
  • How to Flow a UDF from Sales Order Header to SO History Header Reliably

    With identical UDF names in both tables, the original value set into the SO Header UDF via a ColumnPostValidate script from a standard field works to flow the value to SO History Header, but subsequent successful updates directly to that SO Header UDF…
  • Field to open a folder

    I need to create a field in CRM that has a link to project folder on the file server. We have a field in CRM called Project Number. The project number is 2-xxxx (four digit number). On the file server we have projects listed starting with the same…
  • Formula - assistance

    Who can I reach out to help with creating 2 forulars needed to calculate some deductions in payroll?
  • ZONSUI no works

    Hi I try to use zonsui to move cursor in a grid. In After modif subprog field, I added zonsui = "NAMEFIELD", about another field from grid. This optioon no works. I try too zonsui = "NAMEFIELD("+num$(nolign-1)+")" , but no works too. Version…
  • User Defined Script for Sales Order

    I am calculating a UDF (by script) on each SO Line. I need a script that will accumulate those Line amounts and save it to a header field. I'm hoping some smart guys knows how to do this.
  • Sage BOI SO_PackageTrackingByItem_bus

    I am attempting to write a Sage BOI VBS program to read and write to the SO Shipping Data Entry Package Tracking By Item object and am receiving the error <NewObject Error: 200>. I am using a Sage user that has full access to Sage and have the company…