Sage 300

I would like some help to see if there's a way to view the current item costing and the associated bucket QTY. We are having issues with the transaction cost of the top level item coming out at seemingly an erratic cost, therefore wanting to understand…

Has anyone else had an issue with tax calculations on non periodic payments since the installation of the January 2024 tax table 8.0B update? I have several Bonus Payments that I was trying to process for a client and the CPP and EI over-ride works…

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.

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…

One business we do payroll for participates in HOOPP (Healthcare of Ontario Pension Plan). Is there a way to set up a deduction code to automatically enter the appropriate contribution amounts each pay? Of note, HOOPP uses an "employee low" and "employee…

Hello, I am looking to automatically have an overhead allocation hit each job based on the division in which the job was created. Does anyone know if this is possible? Specifically, I am looking to assign an overhead cost of 4% of each contract value…

I am running into a scenario of PO tax update and need help understanding the functionality and if I am following the correct process. Consider the following steps in Sage 300: Create a PO in sage300 with amount 100+taxes (say12). Once PO is fully…

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…

Hi Dears, I have a questione , what is the exact set up to calculate interest on invoice for customers. is billing cycle and interest profile connected together for calculation?

I haven't seen any discussion in here regarding these required changes. Will the Jan tax table update incorporate this? What else will be involved to set up the employee records? There is also a new tiered CPP calculation coming. I assume that will…

Where can I find examples or formulas for sick leave for CO and MN

How would I set up a group life insurance policy for which the employer pays 100% of the premiums but get coverage in excess of $50,000? I'm mostly concerned about tracking the tax to the employees. Do I need to set up two different benefits - one that…

Having a major issue running payroll - I've inserted one timecard for each employee - when calculating the payroll report, everything comes up just fine. All payments and deductions are correct. But when I go to actually print the checks - each employee…

Is there a way to update the prices on standing orders to reflect prices that have changed on a price list. ie. standing order has line item "Widget A" @ $2.00 from price list "Price List A" We then update "Widget" on "Price List A" to $2.50. We…

Hi, We have been using Sage300 for years (latest v2022 PU1), and there is a new requirement from business related to customer's down payment. It is simply like this: We receive an order from customer and they agree to pay the down payment (DP…

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…

We are looking at starting to use the Direct Cost feature under the Job Cost module in Sage 300. It's new to me and I would appreciate any feedback on it's use or any issues that could potential happen when setting using it. Thanks James

CA ETT tax, does not print on any reports? Should the Unemployment box be checked instead of FICA?

The Release notes of the Canadian Payroll January 1, 2022 tax table stated: The federal indexation factor effective January 1, 2022 is 2.4%. Shouldn't it be 4.27% ? The 2021 Basic exemption was $13,808 and the 2022 exemption is $14,398.

Hello, We've often wanted to find a way to track our job costs in Sage, but have struggled to find a built in way to do so without purchasing additional modules or 3rd party software. Recently, we had the idea that we could make an item category such…

I was having a discussion in another post but it was getting too long and I figured this might be a good post for others to find. Trying to grab a lot of data from Sage, and I was pointed to CSO120. It's been great so far, but I've run into a couple snags…

Like most companies, if an employee has over 40 hours solely due to PTO (vacation, holiday, sick, etc..) in a given week, we do not apply the overtime rate to the hours over 40. However, we can't find a way to get Sage Payroll to not factor in the…

Sage 300 Accounts Receivable invoicing - how can I have a negative line item within my invoice. We are giving a discount, but when we print the invoice, it prints out as a separate credit note. We would like it all on one invoice. Any help would be greatly…

I import my hours and rates and let Sage determine overtime and overtime rate based upon the rules I setup in Overtime Schedules. Is there a way to get Sage to change the Workers Comp Code when it imports to exempt for Overtime? It will not allow an full…

Hi! I keep getting the below error when trying to generate the WIP "No Markup Table for Rate Calculation". I don't have a markup table though, just a rate table....thoughts?