• Sage300 Item Pricing Query

    Is it possible to setup pricing with Sage where there would be a discount based on the quantity. We are looking for a way for this to be done in Sage: to setup pricing for the first item to be free and then the next item a price needs to be paid.
  • CPP2 calculating early

    I understand that CPP2 isn't supposed to kick in until the regular maximum is reached, but I have a case where it has already starting taking CPP2 for an employee even though it's only February and he only has ~$12,000 in earnings so far. Other employees…
  • ADDING A CUSTOMER RECORD

    We have just upgraded our client Sage 300 to Version 2022 and we have run update 4. When adding a customer, we are getting the message - Description: Internal error. Customer. Operation not allowed. Has anyone encountered this error? All responses…
  • Setting up Multiple Sage300 Taxes

    I'm seeking a solution for the tax calculation outlined below. Within Sage 300, how can we configure the system to perform the following calculation: Gross amount: $100.00 - T1 @ 5%: $5.00 - T2 @ 2.5%: $2.50 - T3 @ 2.5%: $2.50 - T4 @ 1%: $1.00 Subtotal…
  • Sage 300 Month End Procedures

    Does anyone have a month-end procedure that they follow in Sage 300? Reconciling accounts payable to the balance sheet, etc? I'm looking for something to have everyone follow to ensure that everything is entered correctly.
  • eCards in SM

    Can anyone identify if eCards get rolled once a work order is marked completed or only after posting entries? Also, are you able to roll eCards multiple times a day? Thanks, Amanda
  • AR module disappeared

    Sage 2019 app n db on one server. SQL database in use. Users of AR module were complaining of batch posting being slow so a reboot was done. After reboot realized , Ar module completely disappeared. Steps taken: 1. Did a sage full repair yet AR…
  • Moving all WIP to a new job

    Is there a way to move all current, unbilled WIP entries from one job to another in one shot? Customer told us we need to invoice a different party and I don't want to have to move current entries one at a time.
  • Recurring AP payment - how to?

    We will be paying a consultant a set amount every two weeks. Is it possible to set up a recurring bill and payment or just the payment?
  • Invoice Batch List behavior

    Good morning! Our accounts payable clerk has reported an odd behavior in a single company when she enters a record into a batch using the Invoice Batch List. Clicking the 'Add' button does not progress to the next blank record. Instead, the button changes…
  • Day end processing error while posting PO Receipt

    Hello, I am getting this error messages when running Day-End Processing: 1.) ERROR : Generic Line Data. Attempt to modify a different record that was retrieved. 2.) ERROR : Day End Processing could not process all transactions. Because of the…
  • Sage 300 Web Screens Posting Batch entry Stuck

    Sage 300 v2020 PU4 on AWS cloud Server ll works fine on the desktop version, however, when trying to create a batch entry within the Web Screens in AR Invoice it hangs and does not add an entry, it allows navigation to other modules and adding batch…
  • How to reverse an AR Refund Entry that do not have Bank Code?

    Hi All, I posted an AR Refund Entry that is using Cash Payment, No Bank Code, use Cash Account instead. It does not have a Bank Code so I cannot use the Reverse Transaction from Bank Transaction. Any other way to reverse this refund? Thank …
  • Sage300 Webscreen [Account Payable] batch lock by another user

    We are currently experiencing a lock batch error when trying to change batch ready to post option to YES. We have observed the following. Batch created by user1 > User1 edit batch> user1 Save> User1 unable to update ready to post. Sage300 2021 webscreens…
  • Customs Duties - How do we add them as additional costs with different rates for different items.

    Hi all. With American tariffs changing a lot recently, and therefore being volatile and different between types of products, we are looking for a way to add customs duties as additional costs based on each of the individual duty/tariff rates for each…
  • Mismatch between I/C quantity and Lot/Serial quantity of an item

    How to fix mismatch between I/C quantity and Lot/Serial quantity of an item if there is a variance on the I/C Serial/Lot Number Quantity on Hand Report? Below is an example in our sample data for this item, A1-405/0 at location 1. As you can see the…