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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…

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

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.

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 :…

Hi folks! I am working on landing pages and I am still not getting this right. Has anyone been able to customize pages? I would like to make this visible in my Test Page

Hello! I've added a field, ZMNSTA, to the CLE2 (Close & Reopen Purchase Orders) screen, in order to display a custom field from ITMMASTER for each product. However, upon entering my code into SPECLE2, it seems that no actions are being called at all…

We need a multi company Aging Report and want to create it in Sage Intelligence reporting. I am assuming I cannot use the A/R Aging work file as it only works when run in Providex. Right? I did try that file in SI and came up with no data. I am not surprised…

Hello, I am the Administrator (Supervisor) for our Timeslips program. A few months ago, I set up rights and permission for each Timekeeper. I haven't logged on as Administrator /Supervisor since then. Today I needed to change rights via the Set-up/Security…

Is there a way to build custom explore views. For example, If I go into Business Insights > Explorer am I able to create one of those views from scratch?

I am wondering if there is a way to make a custom view from the business insights explorer a shortcut within the Explore Tab? am I able to put a custom view in here somehow as a shortcut?

Hello everyone In X3 documentation it is described that it is possible to use a table from Folder A in Folder B. https://lvexpertisex3.com/x3help/ENG/V7DEV/4gl_file.html I tried it like this: Unfortunately it doesn't work with the period between…

Hello folks Is there any way I can call in folder A a method from a script in folder B? Something like this? I'm writing an entry point which must be written in X3 folder. We have library scripts in not X3 folder. Instead of copying those library…

Good day all, Hoping you can help. We looking at setting up MFA or something similar to MFA for Sage X3 but making use of a users Microsoft account rather than the google account. We would like to provide an additional layer of security where users…

We are attempting to copy over all of our customized to fields from a test company to a brand new company. Is there an easy way to copy over the customized fields and panels while creating the company?

When making changes to a production system such as updating SQL passwords, changing SQL servers, or using a different SQL account, how do we get to the edit screen for the Vault and Store databases configurations? Alternatively, is there a way to make…

Hello, I'm trying to add the "Declarations" module with it's functions to a specific functional profile. I've tried adding the specific functions to the functional authorizations as well as to a menu profile. The declarations section is not show up…

We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.

Hello everyone I try to implement the entry point https://online-help.sageerpx3.com/erp/12/wp-static-content/static-pages/en_US/OBJ/ADC_SERVEUR.htm#APE_30_10 with action REQUETE. I created the entry point and the processing script in the X3 folder…

Hello everyone We sometimes have problems when a batch job runs more than once. In order to prevent this we want to use the entry point SERVEUR with action REQUETE https://online-help.sageerpx3.com/erp/12/wp-static-content/static-pages/en_US/OBJ/ADC_SERVEUR…

In code block below I am getting a 404 error when creating the request. I assume i need to provide the full path but can't find the documentation as to what that path is. This began with the lastest patch level. It worked as is before this. Anyone…

I've created a UDT in AP. Populated the data and then created a UDF in AP Invoice Detail. The Code field appears from the table but i cannot select it. what needs to be changed? UDT AP Invoice Detail UDF in AP Thanks for your assistance…

Hi all, I have a custom module ID that I have create, build, and copied to sage300 installation folder. The module ID only consist of dll to create flat view. I am able to activate it on Sage 300 v70a. then I want to install it on test server with v69a…

Is it possible to limit bank access for a specific user to a particular bank? I have always understood this to work as authorizations for the module and then the functions within the module. If no, is there a way to limit access to the payroll transaction…

Need help with new custom field formula. I create custom field "Net Available Stock" I have added the custom field to below screens, functions. now I need the field to work accordingly. I create a custom script for net availability and still having…

As I slowly work my way through customizing our Sage 100 Advance instance, Sage City has been the greatest resource! Thank you all! I am working with the Open Sales Order Report now and stuck on suppressing some items in the report. The end goal…