• PJC Job Related PO - and Items that are serial tracked

    Hi I have never had a client ask me for this before and I possibly wrongly assumed it was possible. I have turned Serial numbers and tried to enter a Job Related Purchase order for an Item that has serial numbers I get the message below If…
  • Strange UI error

    For one specific user, when opening PJC timecards, the UI wants to insert an inactive employee number by default. It errors out. Tried resetting defaults for the UI, no success. Tried recreating the users *.ism files, no success. User has full admin rights…
  • IC report "Optimize Inventory"

    A client uses the inquiry screen called Optimize Inventory under IC Items & Price Lists. As more and more users at that company become familiar with that screen, they want to use it -- but they've found that only one person can be in at a time. Is this…
  • Company basic setup for all sage 300 modules

    Can anyone give me proper guideline for preparing full company setup against every modules of sage ERP.
  • Purchase Order Job Related box

    How can I make the Job Related box default to ticked (job related) so that users don't have to tick it for each purchase order that is job related?
  • Ops Inquiry IC Item Inquiry tab sorting options

    Hello, Is there a way to change how a tab displays information in Ops Inquiry IC Item Inquiry? For example, Cust.Hist.Det. tab, I would like to sort by date descending so I can see most recent sales first. Is it possible to add a customer name to the…
  • Tablets for Salespeople

    What tablets works best in Sage 300 for salespeople.
  • Why does Sage 300 not seem to convert the unit weight when clearly using a UOM that is different than the stocking UOM?

    Sage 300 OE module has 3 units of measure per line. A pricing UOM, invoice UOM and costing UOM. However it does not have a weight UOM, so it is taking the unit weight (which is for the default stocking unit of measure, and not using the conversion factor…
  • Chinese language item descriptions

    We have an opportunity to sell Sage 300 to a distributor that supplies Chinese restaurants. They want items to have English and Chinese descriptions. When I try to insert Chinese characters into the item description it shows up as ???? when I save. Any…
  • Order Entry Totals tab and Customer Tab missing fields (Sometimes?)

    One of my clients has an unusual issue happening on just one workstation out of more than 25. She opens an order and the Customer tab is missing all the fields. The titles are there but the no fields. The Totals tab is missing the Comment field and…
  • Missing Set Ship Date and Set Location buttons in OE and PO

    I'm testing an upgrade from Sage 300 2017 to 2022.1 Reading through all the various new features, it mentioned new "Set Ship Date" and "Set Location" buttons in OE and PO. However my Screens do not have these buttons, nor is the "Item Drill" button…
  • Order Entry 2022 and Item Drill button

    With the addition of the "Set Ship Date" and "Set Location" buttons in Sage 2022 it seems the "Item Drill" button to Ops Inquiry | Item Inquiry has been removed. I'm running 2022 product update 1. Ops Inquiry 6.9 is activated for this 2022 database…
  • Location Details, Lead Time (SIA) are these business days or calendar days. Does Sage 300 use one over the other as default?

    I am looking at loading lead time days in the location detials screen onder the "Lead Time (SIA)" field. is this asking for calendar days or business days?
  • Lot Number Finder

    I just recently upgraded a Customer from 2017 to 2021. I can no longer see lot number optional fields in the I/C Lot number finder, nor can I select them. Is that a feature that has been removed or am I doing something wrong? Much thanks in advance…
  • PO Rate screen wont allow to modify exchange rates

    In PO Entry, I was trying to edit the exchange rates it is not allowing me to modify the rates for only one currency. Thanks
  • Decimals in OE

    Hi, is it possible to extend the number of decimals in quantity and unit price in OE? We currently have 4 but need 5. Thank you.
  • System Generated Number Restriction

    If/when a user overwrites the system default with something else does Sage have the ability to prevent/warn the user? Note: this has been asked in Sage Ideas ( https://www5.v1ideas.com/TheSageGroupplc/Sage300ERP/Idea/Detail/13565) but I thought I would…
  • Ops Inquiry IC Item Inquiry

    Hello, In the BOM tab of the Ops Inquiry IC Item Inquiry, how do I get the Component Description to show? I do not see any extra setting or permission. Client says they had this problem before and their previous bp fixed it. I cannot see any notes and…
  • Linking estimate / cost codes to contract items

    I have been using Sage 300 for approximately 4 years here. The one thing that I have never been able to figure out is whether I can link my estimate to my contract items instead of using them independently. Can anyone tell me if this can be done and,…
  • Price List for Kits with non stock component

    Hi All, I have a kit with a non-stock item in it with an assigned cost (for labor). I'd like to assign a price list code to the kit that is a markup from cost. It's not including the cost I assigned in the kit for the non-stock item. Is there a possible…
  • Agric Business Setup

    What is the procedure to setup attic business that rear animal from birth to maturity and then sell them? How should we treat the animals - should we treat them as asset or inventory? How do we account for common cost like cost of feed and medical…
  • Serialized Inventory with quantities of 200000 unit per transaction

    Hi all and Season Greetings Do anyone has ever done Serialized Inventory with a transactions that have 200,000 units and need to record as individual serial number. How much time is required for each processing and report generation? Thanks
  • When creating P/Os from O/E, is it possible to pass PJC info from the SO to the PO?

    I've tested this and searched for a while online but can't seem to find anything solid to confirm. It appears that PJC data is dropped when generating a PO from SO. Am I missing anything? Is it possible to have Contract/Project/Category flow through to…
  • Invoicing partly in Order entry

    Hi All, I have a client who would like to create an order say of 10 items, ship all the items (10) but when it comes to the invoicing, he invoice in bits say he first invoice 5 items and the other items later. I have tried doing this but immediately…
  • OE Transaction Credit Check 2018 vs 2012

    Hello, In SAGE 2012(right) O/E Transaction Credit Check, we have a brief description for the AR Transaction Exceeds of the Customer, when it exceeds the Transactions Overdue Day and limit amount set in the Customer master . However, the same description…