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  • Sage 300 2022 Activating Licenses (Editions Matter)

    Santiago Gonzalez Perez
    Santiago Gonzalez Perez

    Sage 300 2022 Activating Licenses (Editions Matter)

    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…

    • 10 May 2022
  • Is 2022 PU1 required prior to installing 2022 PU2?

    JerryL
    JerryL

    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…

    • 4 May 2022
  • What 1099 forms are supported in Sage 300?

    JerryL
    JerryL

    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…

    • 4 May 2022
  • Good news for PJC Web Screens users!

    Wendy Tang
    Wendy Tang

    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…

    • 27 Apr 2022
  • User passwords can be forced to be more complex now

    User passwords can be forced to be more complex now

    JerryL
    JerryL

    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…

    • 12 Apr 2022
  • Sage 300c – How to Use Debug Mode to Troubleshoot a Sage Intelligence Report

    DCrampton
    DCrampton
    • Sage Intelligence Report Manager has an additional tool that can be used to assist in debugging the output of a Sage Intelligence Report. Here are the steps to switch to output mode.
    • Open Sage Intelligence Report Manager.  Highlight the Home menu, then either click “Output Mode” from the Tools Menu, or right-click on the Home menu and select “Switch Output Mode”.

    • Ensure “Screen (SQL Debug) option…
    • 12 Apr 2022
  • Do you know you can reserve inventory to ensure the required inventory will be available during shipment?

    Do you know you can reserve inventory to ensure the required inventory will be available during shipment?

    Wendy Tang
    Wendy Tang

    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…

    • 9 Mar 2022
  • Additional COVID-19 related paid sick leave available for California in 2022

    Additional COVID-19 related paid sick leave available for California in 2022

    JerryL
    JerryL

    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

    https://www.gov.ca.gov/2022/02/09/governor-newsom…

    • 3 Mar 2022
  • Sage 300c – Understanding FIFO Costing (FIFO Buckets, Offset Buckets)

    DCrampton
    DCrampton
    • First-In, First-Out (FIFO) costing method.Under this method of cost calculation, Inventory Control assumes that the first units to arrive at a location are the first units shipped. Consequently, the units on hand in the closing inventory are assumed to be from the most recent purchases, and current revenues are matched to oldest costs.
      • To determine if your is setup as a FIFO item, you can see this in the Item Master…
    • 2 Mar 2022
  • What is CPRS in Sage 300?

    What is CPRS in Sage 300?

    JerryL
    JerryL

    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…

    • 2 Mar 2022
  • Differences between Bills of Material and Kitting items

    Differences between Bills of Material and Kitting items

    Wendy Tang
    Wendy Tang

    What is a Bills of Material item (BOM)?

    • A Bills of Material item is an item that can be assembled or repackaged inventory items to create a supply of "master item" to sell.

     What is a Kitting item?

    • A Kitting item is an item that can be set up as collections of items that are priced and sold as a single item.

     Both a Bill of Material item and a Kitting item can be setup in I/C Items and Price Lists.

    This is an…

    • 2 Mar 2022
  • Why is Company Name not populated when promoting to Sage 300, as well why is Opportunity number missing when selecting New quote.

    Ron Fernandez
    Ron Fernandez

    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…

    • 7 Feb 2022
  • Log4j version 1.2.17

    Ron Fernandez
    Ron Fernandez

    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. 

    • 7 Feb 2022
  • SMTP compliance for TLS 1.2 protocol

    Ron Fernandez
    Ron Fernandez

    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.  

    • 7 Feb 2022
  • Having problems to efile Aatrix forms? Or having problems updating Aatrix?

    Having problems to efile Aatrix forms? Or having problems updating Aatrix?

    Wendy Tang
    Wendy Tang

    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…

    • 4 Jan 2022
  • Mismatch between I/C quantity and Lot/Serial quantity of an item

    Mismatch between I/C quantity and Lot/Serial quantity of an item

    Wendy Tang
    Wendy Tang

    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 Qty. on Hand for this item is 200 EA but the No. of Serials is only 10 EA.  There is a variance of 190 EA.

     In most cases/ businesses, the Quantity on Hand of an item should…

    • 1 Dec 2021
  • How to capture Microsoft SQL events for diagnosing, deadlocks and performance issues.

    How to capture Microsoft SQL events for diagnosing, deadlocks and performance issues.

    Ron Fernandez
    Ron Fernandez

    Microsoft has deprecated SQL Profiler and now uses Extended Events for capturing and logging transactions.

    To setup Extended Events:

    1. In Microsoft SQL Server Management Studio, connect to SQL server.

    2. Expand Management, Extended Events.

    3. Right click on Sessions, and select New Session Wizard.

    4. Using the wizard, enter in a Session Name.

    5. Select a Template, most template are the same as Profiler templates.  For…

    • 30 Nov 2021
  • Security and Governance document available for Sage 300.

    Security and Governance document available for Sage 300.

    Ron Fernandez
    Ron Fernandez

    A document is available, but can only be obtained through Sage 300 support with a support ticket number.

    Please reference KB108047

    • 4 Nov 2021
  • After upgrading Microsoft Excel to 64bit, Financial Reporter returns error with Excel Add-in.

    After upgrading Microsoft Excel to 64bit, Financial Reporter returns error with Excel Add-in.

    Ron Fernandez
    Ron Fernandez

    After installing Microsoft Office 64bit, for the purpose of using Financial Reporter, returns error.  Error occurs with Excel Add-ins and returns Runtime error 429.  This occurs when Microsoft Office still have 32bit related excel objects. 

    To fix the issue do the following.

    1. Uninstall Microsoft Office Access database engine 2007
    2. Uninstall Sage 300
    3. Using Microsoft scrubber tool to uninstall all occurrences of Office, use…
    • 29 Oct 2021
  • | Sage 300 -> Sage CRM integration troubleshooting guide | Tips & Guidance |

    David Beard @ Sage CRM
    David Beard @ Sage CRM

    An excellent series of posts from our colleague, Conrad Roux, which serves as a quick reference to all steps needed to help troubleshoot common problems in the integration related to incorrect or incomplete setup of the integration tools and processes.

    Sage 300 -> CRM integration troubleshooting guide - Sage CRM Hints, Tips and Tricks - Sage CRM - Sage City Community

    • 21 Oct 2021
  • Did you know? Sage 300 Platinum & Gold Business Care Customers get free unlimited access to anytime learning courses on Sage University.

    Did you know? Sage 300 Platinum & Gold Business Care Customers get free unlimited access to anytime learning courses on Sage University.

    Avril Zanato
    Avril Zanato

    Sage is committed to your success. With Sage Business Care, you’ll gain increased value through add-on products and packaged services.

    One of those services is access to unlimited anytime learning courses via Sage University for our Sage 300 Platinum and Gold Business Care Customers.

    The attached PDF document will give you step-by-step instructions on how to access your training via Sage University.

    Want to upgrade…

    • 19 Oct 2020
  • New to Sage 300? Take advantage of our complimentary Getting Started and Introduction anytime learning courses

    New to Sage 300? Take advantage of our complimentary Getting Started and Introduction anytime learning courses

    Avril Zanato
    Avril Zanato

    New to the Sage 300 family? We have a range of training resources available to help you along your journey with Sage 300. All training resources can be found on our Sage University website (www.sageu.com). 

    What is Sage University?

    Sage University is the ultimate resource for all your Sage 300 training needs. It gives you the freedom to choose the courses that best suit your business. Our courses will help you…

    • 2 Jul 2020
  • Prepare to pass your Sage 300 certification exam

    Prepare to pass your Sage 300 certification exam

    Avril Zanato
    Avril Zanato

    With a Sage certification, you can stand out from the crowd and be officially recognized for your knowledge!

    Watch our video on how to prepare to pass your Sage 300 certification exam. 

    The video will explain the different Sage 300 certification options that are available to both our Customers and Partners.

    It will also give you valuable exam details and ideas to better prepare yourself to take the exam.

    Watch here…

    • 5 May 2020
  • How to create your Sage University Profile

    How to create your Sage University Profile

    Avril Zanato
    Avril Zanato

    What is Sage University?

    Sage University is the ultimate resource for all your Sage 300 training needs. It gives you the freedom to choose the courses that best suit your business. Our courses will help you master your application, maximize your software investment, and streamline your workflow, so you can deliver more value to your clients.

    Why create a Sage University Profile?

    • Identify the person with the course…
    • 30 Apr 2020
  • Complimentary Training & Assessments, plus Supplementary Training - Sage 300

    Complimentary Training & Assessments, plus Supplementary Training - Sage 300

    Avril Zanato
    Avril Zanato

    Sage wants to help our customers through this time by providing complimentary training. We've combed through our library of courses and have highlighted content we feel will be most relevant and beneficial.

    Complimentary Training: 

    Please find the current Anytime Learning / eLearning complimentary options below: 

    Getting started with Sage 300 Financials 

    This package will give you the knowledge and skills…

    • 14 Apr 2020
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