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Does anyone use the Sales Lead feature in Service Management? I have set up Lead Types under Setup- Sales Lead. Now when I go to a work order, on the general tab, and use the drop down meanu for 'Sales Lead', nothing is listed. It says NONE. How can I…

We ran this update (filename is 23.1.1.182_Update_2.exe) after successfully installing 23.1.1.72. However, when running the Desktop software or System Administrator, the version still shows as 23.1.1.72. We rebooted the server and also confirmed the patch…

I have previously viewed this PDF and our organization is no longer able to locate it. Has anyone had any luck finding this pdf? I have been searching for the past 3 hours and I would appreciate any help I can get! Links are greatly appreciated.

How do I import payroll data from an outside 3rd party (Foundation) into Sage 300 CRE?

I'm trying to create a formula to pull rates setup on the Pay Rates table in PR. The Fields I used are "Employee" and "Job". When i use the lookup function on a custom public formula to look up a rate from my table i get an error "Too many Parameters…

I am getting this error when trying to update Job Custom fields through ODBC. Has anyone seen this or know how to determine what the error is? Michelle Outler

Within 300CRE, has anyone been able to successfully implement Puerto Rico withholding taxes when a Withholding Exemption Certificate with Form 499R-4.1 is claimed by the employee? I am wondering if the PRSWH tax formulas in Sage need updating to account…

We believe a user deleted some AP vendor invoices. How can we find deleted AP vendor invoices in Sage 300 CRE?

I would like to set up a new payID that will automatically process some payroll dollars based on the number of days worked....but it doesn't seem to be working the way my logic is thinking. What I "THINK" should work Set up a new PR Formula that…

Hi guys! I am looking for a manual for this sage 300. I have tried printing from the help menu located in the modules and it prints a blank page. I have also tried printing to PDF, to no avail. We have the gold package and do not want to ask my new employer…

how do I unreconciled the previous bank rec?

Hi! I have a new contract with 195 cost codes and values. Is it possible to upload a list of cost codes with the name and the budget instead of manually keying it in via a CN module?

We currently process payroll in house but are considering outsourcing. We are looking at Miter, Proliant and Paychex. Does anyone have any experience with these vendors or any others in regards to the payroll posting journals? Specifically making sure…

My bank reconciliation is out, can I go back and re-reconcile an account? Also, we have EFT payments that get removed from the bank at the end of one month, but don't come out of our account until the early days of the next month on Sage. This is due…

While setting up the base accounts during 'generating' an error was made including some accounts tied to entities that should not have been. Is there a way to remove these accounts from those entities?

On the W-4, if an employee puts in amounts for their dependents, let's say $4000 total for 2 children, where does that get entered in the Sage payroll setup? Would I enter that dollar amount in one of the sections under 'Use W-4' checkbox? Or is it not…

Hello, I pulled an Over/Under and realized that on a specific job the JTD costs are not showing. We were billed and already paid the intercompany for their portion of the project (through TimberScan), but JTD costs isn't reflecting this. I already confirmed…

I'm looking for best practices concerning closing jobs and handling warranty items after the initial job is closed. Reconciling WIP to the GL has been a challenge based on our current practices and reporting limitations within Sage. If anyone has any…

How do I go about generating a list of vendors sorted by their payment type? I want to know which vendors I pay are paid by EFT, Cheque, etc.

Can anyone line up the office connector reporting to the following report within AP AP --> Reports --> Invoice Regesiter --> Invoices Selected for Payment I would like to generate this report within Office Connector to have the information within…

We have 4 different divisions. Can you change the labor burden/indirect cost for each division seperately or is it one number for all divisions?

We are currently integrated with Procore, so all our subcontractor invoices are created in and synced from Procore to Sage, so we do not enter invoices manually. When our subcontractors bill their retainage, it creates a $0.00 invoice in Sage. Does anyone…

We have some issues with Sage 300 CRE v22.2 where the client workstations won't connect to the company folders unless we change the Actian service logon user to a domain controller. We receive an IO error status code 94. I've read over some of the documentation…

Does Sage prevent creating one vendor with multiple accounts if you enter a duplicate EIN number? I have two companies that have the same name except one is an LLC at the end and one is an INC. They are two different companies, but it brought up the importance…

Hi all - we are trying to pull data directly from our current transaction tables and see that it only has transactions from 30 days prior. We have look at the new and batch transaction tables and those records are not there. Any idea on where this data…