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Hi Community, Today, a colleague asked if she could export all her opportunities (My CRM tab) to Excel. While copying and pasting might work for small lists like 25 rows, it's not the ideal method. I initially thought exporting was a standard feature…

In Sage 100 v2023, client has rights to see PII info and can see Tax ID number in Vendor Maintenance. However, it shows as masked in an ALE Lookup AND they can no longer search by that field. Their procedure when adding a new vendor is to search first…

Hi community, I've noticed an issue with the layout of the fields on our company entry screen. The fields are placed at the edges (almost!) of the screen, which doesn't seem user-friendly. I understand that these settings might not be adjustable by…

I have recently created a number of new Sage files and input trial balances for the companies. Two of these company files do not have quite the right name on them and it will get them mixed up with other companies. Is there a way to change the name on…

Hi there, We'd like to add administrative screens such as Users and Batch Server as links in a process map, but directly copying the link or using a relative link such as /sdata/syracuse/collaboration/syracuse/batchServers?representation=batchServer…

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…

Is there a developer environment available allowing for testing/validation of changes that allows us to push the changes out to production environment at a scheduled time? Ultimately looking for ways to avoid impacting production when modifying.

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.

Hi, Reference used: - Where to locate the locales for languages - https://online-help.sagex3.com/erp/12/howtoguides/en-US/legislations/Add%20a%20non%20standard%20language/Content/How-to%20guides/Legislation/Add%20a%20non-standard%20language/T1%20Add…

I'm trying to display the order number from either the SINVOICED or SINVOICEV table in the "Open Items" left panel for A/P-A/R accounting payments. I have it all setup, but the value is always <empty>. I know there is data that could be displayed, it…

I enter sales invoices as sales orders initially. Some of the orders have multiple projects. But there is no column to allocate individual lines to a project. Only the entire transaction can be added to a project. Does anyone know if there is a setting…

I need to create a button on the screens, but in Sage X3, I only found small icons. Is there a way to create it?

I'm using the line of code below, but I'm getting an error stating: "The Description is greater than 30 character(s)." No doubt this is because the step description is stored in the JT_WorkTicketText table (much like the CI_ExtendedDescription table)…

I setup an Import Template for Function profile because I needed to do a mass update of site-grouping without losing the options. I exported a functional profile, made changes including to replace the x3 code of the profile to the new code and the import…

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 :…

We use Sage 100 Advanced 2023. We have an item, Honey Straws that we make up into 50 packs to sell. We buy these in boxes of 2000. There are about 2 dozen flavors we offer, but for the examples, I will use Apple as the flavor. All items have similar setup…

Hi Forum, I've been trying to update Standard Sales Order line promise date from Master Order Lines with no luck. I am getting The Promised date from the last line in the Master Order updated only, all lines on Standard order with same date. Here…

Hello - I could use some assistance if anyone has done this before We have 3 web portals and each of these portals have a single user/pass and when you connect it only has 4 options: 1) Customer Orders - PO for last 90 days 2) Customer Orders…

Hello, One of our user groups randomly started experiencing this warning upon logging in. Does anyone know a fix? Thank you, Zoey

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

Good day If you made your navigation as "float" how do you find this and change it back to "dock"? Thank you

I should start off by saying we are still on v2020 for compatibility reasons. It appears that the `oBusObj.DocumentTotal` property (Sales Order Bus) doesn't calculate on quotes (it's value is 0). Is this intended behavior? The moment I change the order…

Dear all, Is there a way to have a short script alone with the BI script to show error message on why my script doesn't work. In other word, how to trigger error message on a BI script, something related to this code - oBusObj.LastErrorMsg. Correct…

hello how to "grizo" a screen before using the creation that means after creation the screens will never have "grizo" and Thank you very much

Does any trucking companies on here use SAGE to pay their drivers according to weight hauled? And incorporate loads slip information into sage as well?