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  • User Activity

    Once again, sorry for these newbie questions... 

    Is there a way to view user/users activity log? For example if a user ran a report, what report was ran... If he did some data entry, where did he did that. I'm currently trying to monitor this monster…

  • 'Allow Viewing, Printing and Editing of Highly Sensitive PII'

    Hi All,

    I suspect I will need to submit an enhancement request, but thought I'd throw it out there for any feedback - it appears that the above Payroll Security Option Role Task is 'all order nothing' which seems to be creating a problem with some of…

  • Can't Reset User's Password in SEI

    Received a request from a user that he could no longer access his account nor reset his password. Upon attempting to reset the password myself, I received the error message below: "Cannot reset password for an active directory user"

    I believe…

  • Put access code on location type or locations to restrict user access

    It would be beneficial to restrict user access by location type or location by utilizing an access code (similar the the PLAACS field on ITMMASTER).

    The business use case is restricting production workers from issuing or transferring stock that is located…

  • KB5003197 on Windows Server 2016

    This update from May 11, 2021 caused my users to receive a network communication error when opening a Sage database. Uninstalling the update resolved the issue. Is anyone aware of a workaround so that I can keep my server up to date? Maybe a firewall…

  • No JWT security Token

    Hi guys,

    Is anyone aware why JWT security token error  comes up as shown below, when we export something from Planner One to excel.


  • Password protect purchase orders and invoices

    In this ever increasing email world, it would be beneficial to use Sage 200 to password protect PDF purchase orders and invoices etc before sending out. However, this would need to assign unique passwords to each supplier or customer account.

    The only…

  • Encryption

    How do I verify the status of encryption? I want to make sure it's enabled.

    I understand there will be a performance hit.

    Thank you,


  • Sage X3 product fix for security vulnerability has been posted to KB 110640

    A security risk within Sage X3 has been discovered that may impact customers using Sage X3, Sage X3 Warehousing and Sage X3 HR & Payroll. The security risk is related to a platform component and has no impact on the Sage X3 application code or customizations…

  • AP Vendors - User security for accessing certain vendors only.

    Is there a way, or third party application that can use to assign users to specific vendors in AP. eg. I want user A to only see local vendors while user B sees only foreign vendors. Or user A  is assigned a specific range of vendors only and cannot see…

  • ALERT: "Security Best Practices" online help has been updated

    Whilst I'm sure you all regularly review the online help, I would like to bring to your attention that the Security Best Practises has been updated (27th April 2021) and so should be re-reviewed and carefully read to ensure you confirm to the latest recomendations…

  • Can't access a new company I set up

    I set up and created the G/L files but can not access anything in the new company.  I get a message "  User does not have the appropriate security rights".  I can't even delete this new company to start over. Any ideas would be appreciated.…

  • How can I view all users currently logged in?

    I would like to see who is logged in at any given moment. How do I do this? Our old ERP had a nice function for this and the Master Console doesn't really offer what I am looking for.

    I'd like to have this information in real time:

    userid; time…

  • Company vs Security Profiles

    If a user is assigned a company profile, do they have to have a security profile as well?

  • How to create account with read-only access to a Sage ERP database for use with pyodbc

    I'm a relatively new user at StackOverflow, so my apologies if I violated any rules in my post.

    Here's some quick background to set the context for my question. I work as a quality analyst for a manufacturing company that stores all pertinent information…

  • Account Lockout


    Is there account lockout feature in Sage 50 after failed login attempts?



  • Sage 100cloud 2020 Premium Unified Logins


    We currently use Sage logins/security roles (approximately 400 users) for our system.  We'd love to convert them over to Unified Logins but want to get an idea of how much time/effort it will take to do so.  The idea of implementing this for our…

  • Webscreens within Sage CRM


    I have a company that has 11 Sage 300 lanpaks.

    They are on Sage 300 2021 PU1 with integration to Sage CRM 2020R2

    These users also use Sage CRM and open webscreens from within Sage CRM.

    Question: when a user opens a webscreen from within Sage CRM does…

  • Update: Sage Accounting Customer Zone

    Hello Sage Community

    Customer Zone is back. Now with enhanced security and a clearer call to action.

    Why the need to update customer zone emails?

    We have taken the additional steps to protect the private and important documents that belong to you and…
  • AFCTFCY Table - OPT_0 Field


    I want to perform a review of functions granted by profil and i look for the description of possible value for OPT_0 field.

    This field provide an information concerning rights for each couple function / profil - C (creation), M (modification) ...…

  • SOAP Security

    Please advise if there are any options to address the security concerns

    1. SOAP is enabled with encoding method, can encryption and signing of the SOAP message be enabled for secure SAGE communication?
    2. What are the possible restrictions that SOAP’s WSDL…
  • RFQ- SAGE X3- No transaction authorized


    I'm assigning user rights(Function profile)- RFQ option to one of my user but every time I am getting "No transaction authorized". I have done all troubleshooting but couldn't resolve this issue.

    Rights & authorization has been given…

  • Sage 100 2013 Restrict ability (permission, right, role) to change Salesperson in Customer Maintenance, Sales Order Entry, etc

    Hi everyone, 

    I'm using Sage 100 ERP 2013

    Does anyone know exactly where (and if, even) I can limit users' abilities to change the Salesperson in Customer Maintenance, Sales Order Entry, and anywhere else where it's possible for them to do so? I'm…

  • Editing Standard Cost in Item Maintenance

    I feel like this is a dumb question, but the answer is eluding me.

    My understanding is once there is activity on an Item, you cannot edit Standard Cost on the Item Maintenance screen.  You have to use the Standard Cost Adjustment utility (which is good…

  • SAGE V12 LDAP user import error: User no profession code for this endpoint

    LDAP import gives this error.  I've tried setting professional codes for the users but still get this error.  What I notice is the LDAP import seems to remove the endpoint login from my Sage X3 administration user profiles, but the users are still able…