• Mobile POS using bar codes?

    I have a Sage 300 client with an on-site retail store - very limited inventory, small amount of sales on a monthly basis. Orders have a couple of items on them. They would like to implement a system whereby they use a handheld device of some sort along…
  • Sage 300 Order Entry

    Currently, we are managing our customers RMA requests outside of the Sage programs. As far as I can tell, Sage Order Entry does not have a program for users to issue their customers RMA or tentative credits for product they wish to return. Does anyone…
  • Deleting old completed orders

    Client is on Sage 300 v2023, but now has many years of history. Using OE Periodic Processing > Clear History > Transaction History, 79 out of about 50,000 orders are left behind within the date range selected. All lines are marked as Complete, and the…
  • Reprinting

    Hi I would like to find out how to Reprint PO and GRV, When I click on Print, the reprint PO and GRV option is disabled, I would like to reprint a PO and GRV after I have received stock but forgot to print out the documents I am using Sage 200 Evolution…
  • Sage Order Entry Import by Excel

    Is it possible to import updated unit price in order details using excel file, I import data using excel but unit price can't be updated , it automatically pick the price from the finder.
  • Sage 300 2023 pu1 - Ops inquiry screens from Sage Windows Erroring

    Hi All Is anyone else experiencing the following Client is a brand new clean server, Sage Version is 2023 Pu1 . When users tries to click the Ops Inquiry screen from the Sage 300 screens, eg Order Entry the following error is received OS…
  • Costing from Multiple locations

    Is there a way to do the following without an IC transfer from Loc W to selling loc? Item A is received into Loc W but sold from multiple locations and they want the GL segment code to override depending of the location it is sold/shipped from ie Item…
  • Is it possible to paste a list of items (from Excel) directly into a Purchase Order?

    During purchase order entry client is manually entering one item numbers at a time...is it possible to copy a list of items from Excel and paste directly into Sage Purchase Order?
  • 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…
  • 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…
  • CREDIT APPROVAL ON SHIPMENT

    In the order entry a user can capture and Order and flag it as onheld and post to an Account that has exceeded credit. Then a user with Credit Approval rights can log in to Sage and approve Credit Limit and remove the onhold flag and post. with this the…
  • Importing long list of items into O/E

    Hi Sage City, I work for a company that sells imagery to companies that print and frame, as such our inventory is huge, we have upwards of 50,000 different items. Customers will order upwards of 2000 at a time which means our sales team is forced to…
  • Can unshipped lines be omitted from Shipment and Invoice tables

    Can Sage300 order entry be prevented from copying the unshipped lines of an order onto the shipment and thence to the invoice tables, while still retaining backorder quantities on the orders? We have a situation where each order includes many products…
  • Related Documents Inquiry not showing up after update to 2021

    We updated to Sage 300 2021 last week. Since then, the inquiry button next to related documents has disappeared (there used to be a magnifying glass next to, in this example PSH23119 and PINV23119, and I could click on it to open those 2 documents directly…
  • CREDIT NOTE IMPORT requiring credit note number?

    Is there a way to import an OE credit note without specifying the CRDNUMBER? I'd like the system to assign the next available number so I'm not duplicating and causing an issue with a manually entered one. When trying to import I'm getting an error: …
  • Order entry - Is it possible to change an order back to a quote using order type? sage 300 2014 advanced

    We had someone enter a quote and instead of changing "order type" to a quote, they posted it to an order. Is there a way to reverse this? In the order type field you can chose quote. When selected it doesn't change the order number but will it treat the…
  • OE Quotes 300c Printing Preview to Convert PDF - Not working

    Hi, A customer using Sage 300c v2019. Since a couple of days when primting and then concert to PDF, suddenly not working. No problem in the past. What could be issue. Here I attach video about it. Its in spanish but it shows issue.
  • Quotations cannot be edited after printed

    Hi Support, One of my clients has raised an issue with OE quotation. Once the quote is posted and printed, it cannot be edited and the post button also diappears. They are using Sage 2018 advance edition. I have tested with Sage premium and this issue…
  • Sage300 Order Entry - maximum number of lines per invoice

    Does anyone know if there is a maximum number of shipments that can be on a single invoice, or maximum number of lines on a shipment.?
  • Sage 300 2019 - OE Committed Qty allowed even when there is no Qty Available

    My client is using Sage 300 2019 PU4. Allow Negative Inventory Level in IC setup is NOT selected. Some users are able enter the Qty Committed for an item for example, ‘N0006’ and insert and carry on with the order onto the next order line without…
  • OE Invoices not transferring to AR OE Shipments not updated to OE Sales History.

    Hi All, One of clients had a database connectivity which results with some OE Transactions not transferred to AR Invoice Batch. Further checks also revealed that OE Sales History did not get updated. I reran Day End but no transaction. Does anyone…
  • O/E Forms (Credit/Debit Notes)

    After a recent upgrade to Sage 2020 we found that on O/E Forms (Credit/Debit Notes), the drop down box for Document Type selection is disabled for one company and not others, The only option available is for Credit Note printing/reprinting. Why is this…
  • Order Entry - Changing the Invoice Date After Posting

    I have a client that run some sophisticated daily transaction reports from Order Entry Invoices. Occasionally, an order in invoiced a date or two late and it throws off the reporting. Is there an easy way to change the invoice date. I do not need to change…
  • IMPORTING ORDERS - GENERATE NEW ORDER NUMBER

    Our client is running Sage 300 Version 2018 with all service packs installed. I have created a CSV for importing new orders as they do so many every day. The challenge I have is the client want the system to auto create the order number so that all…
  • 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…