A new User Activity report has been released with 2023 Product Update 1. This user activities report is located under Administrative Reports. The current design does not include user activities when logged into Sage from Web Screens. Here are more details about this new report:
User activities recorded include:
User activities are tracked in these…
What is a Non-Stock Item?
Services or specially ordered items which are not normally kept in inventory are considered non-stock items. Kitting items are also non-stock items.
Note: Non-stock items must use the user-specified costing method (determined by the account set you specify).
In order to setup non-stock items, uncheck “Stock Item” option in I/C items.
There is a setting “Allow Receipt of Non-Stock…
With Product Update 1 for Sage 2023, users can now setup Account Sets, create Charges transactions, update Retainage and revise estimates in Sage 300 cloud web screens. Users can also post Revise Estimates transaction(s) easier by using a Post Transactions screen in Project and Job Costing.
New Project and Job Costing web screens. This release includes the following new web screen for Project and Job Costing:
We have updated our licensing version for Sage 300 Subscription customers. In the License Manager you will now see Version 8.8 for most modules and 7.3 for Payroll. This simplifies your upgrade process by not having to update your Subscription licenses for every new release.
You can find out what version of Sage 300 you are using from the Help menu. Choose About Sage 300, and then click on System Info.
There are two types of job-related transactions. One is done within the Project and Job Costing module ( in PJC transactions folder). The other one is done outside of PJC module and it’s a job-related transaction.
Now we are going to talk about these two types of transactions, then, we’ll show you how to reverse them from PJC.
In a previous blog, I discussed about number changers and talked about the different types of changes and which modules have number changers. What can one do if he/she has over 100 or 1000 changes to be entered? The program only allows one change to be entered at a time, so the best option is to import the changes. There are 5 types of formats supported but the most popular 2 formats used are Excel (.xls) and Comma Separated…
As the name states, it is a program for changing numbers. Quite often, one may not thoroughly think over what style of numbers or a specific number to use for many different areas when setting up a database. Later, one may realize that the wrong format or length was selected for a certain number. What can be done? If such a decision was made in Sage 300 for one of the following modules, there may be a number changer program…
In 2017 an initiative was introduced to Sage 300 to move licensing from perpetual to subscription. This process required customer sales records to now have a Sage300c subscription, this license is know as Sage 300 cloud.
The term Sage 300 cloud is not a hosted nor a cloud enabled Sage 300 product, the term is a Sales and Marketing term that relates to licensing.
Subscription licensing is activated on the most recent release…
To use Microsoft Graph on Office 365, requires setup in Office 365 to allow Azure permissions for API.
How to Add Additional Sample Sage Intelligence Reports
When Sage Intelligence is installed and activated, there are some pre-installed Sample Reports.
These reports are configured against using Sage’s Sample Data (Saminc and Samltd) as a guideline..
Did you know that there are Additional Sample Reports available? The answer is, YES there are additional reports. Here is how to find and install them.
In this blog, we will cover the best way of installing and activating your Sage 300 licenses.
A very important tip before getting started is checking your details.
When issued your license details, they will look like the below screenshot. (All details in this blog are made up for examples sake only.)
As we can see in the System Manager it clearly states the edition…
2022 PU1 is not a prerequisite when installing PU2 from an install point of view. PU2 will install successfully without PU1 installed. PUs are normally cumulative, so installing the latest PU for that version of Sage 300 should contain material from all the prior PUs. From an install practice point of view, I would recommend installing PU1 prior to installing PU2, especially for version 2022. Then run regacc.exe manually…
Currently, only the 1099-MISC and 1099-NEC forms are support Sage 300 in both paper and electronic formats.
These are the current 1099 Codes/Boxes supported:
Additional support for new Code/Box 11 (Fish purchased for resale) in the 1099 MISC has been added by 2022 PU2, 2021 PU5 and 2020 PU8.
Filing Dates:
1099-NEC – Paper or Electronic – Filed on or before January 31.
1099-MISC – Paper – Filed by February…
With Product Update 2 for Sage 2022, users can now enter job-related documents in Accounts Payable on all A/P Transactions ( AP Invoice Entry, A/P Payment Entry and A/P Adjustment Entry) in Web Screens. The 'job-related' button is now available for A/P Transactions in Web Screens.
If you want to find out more information about other new features included in this product update, please refer to the Release Note…
Overview
This enhancement is added by 2022 Product Update 2 (PU2), but PU1 is required prior to installing PU2, so all the new tables are properly installed.
An advanced option is available for passwords. This feature will require Sage 300 users to create stronger and more complex passwords. This function will require users to create a password that is a minimum of 8 characters and with at least one of each of the following…
Sometimes, an order was created but users may not ship the order right away. In the case that we don’t allow “negative inventory”, we need to make there are enough on hand for the order to ship at a later time. In O/E options in O/E Setup, there is an option called “Default Quantity Committed”. This option allows Order Entry automatically copies the number you enter in the Quantity Ordere…
Recently, Governor Gavin Newsom has signed the legislation to extend the COVID-19 Supplemental Paid Sick Leave through September 30, 2022. This means employees in California can take up to another 80 hours paid sick leave mainly in 2 scenarios.
More information can be found in the following websites.
https://www.dir.ca.gov/dlse/COVID19resources/2022-COVID-19-SPSL-Poster.pdf
CPRS is system design for reporting payments made to Canadian construction subcontractors to the CRA. A construction business is required to report any payment to a vendor over $500 to the CRA. A business is deemed to be a construction business when more than 50% of a business' income-earning activities are from construction. Any vendor can be setup to track CPRS related payments in Sage 300.
Refer to the CRA web…
What is a Bills of Material item (BOM)?
What is a Kitting item?
Both a Bill of Material item and a Kitting item can be setup in I/C Items and Price Lists.
This is an…
During promotion as well as creating a new quote, required information is blank. This is present when using Sage 300 CRM integration.
This can occur as a result of an additional forward slash in the Sage 300 Server Name in CRM integration.
To verify, in CRM Select Administration, Sage 300 Administration, Setup Integration, make sure Sage 300 Server Name does not have a trailing slash in url.
For example, https://app06…
Sage 300 Global Search module uses Log4j version 1.2.17, as this version is end of life, Sage 300 development will be updating to version 2 when product updates are released in March 2022.
As of product update 2020.7, 2021.4, and 2022.1 which was released in December 2021. Sage 300 is not compliant with TLS 1.2 for SMTP.
Sage 300 development will release compliance with TLS 1.2 in March/April release, which will be product update 2020.8, 2021.4, and 2022.2.
Firewall or antivirus softwares may block the updates from Aatrix, therefore, users cannot updating Aatrix or efile Aatrix forms.
Go to Aatrix.com/info/updates, then, go to Software Requirements at the top, try to download all the files ( Updater.exe.zip, Test1.xml, Test2.afm.zip, Test3.exe.zip, Test4.xml.zip, Test4.dll.zip and Test6.dat.zip) on the page to see if you are able to download each file successfully. If you…
