• PO Day end on the Web Interface - (Customer do not have IC they only use PO)

    Hi Team Having a bit of a problem with the day end for customers that do not have IC module, on the normal desktop the day end then sit on Purchase orders how ever the web interface do not have the day end on PO. The admin must log on to the server…
  • How to post accrued revenue in Sage? - year end adjusting entry

    I am trying to make year end adjusting journal and post accrued Revenue but have very hard time to figure out how I can debit my revenue to account 1200 ( Account Receivable); the last one is not available in combobox of "Select Account"
  • 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…
  • G/L Journal Entry import from spreadsheet not working after Microsoft 365 version of Excel installed

    Our regular import of a payroll GL JE has failed with the error message: Description: External table is not in the expected format Source: 12:20:40 - 1071.80004005.503.914 The only identifiable change is upgrading from old Excel (version unknown…
  • Missing batch AR batch

    A customer reports that an AR batch is missing and didn't hit the customer records. They said it hit everything else. Is there a way to recover this batch assuming that the batch did affect IC, GL, and OE? I am still gathering info since it could be…
  • Item Valuation Report showing zero for all Costing (Actual , Most Recent , and Standard) but Location got qty on Hand

    Hi Guys I am running Item Valuation Report In Sage 300 where all Costing (Actual, Most Recent, and Standard) is coming up zero, however, my Location got qty on Hand. I remember we made a few transfers in IC from one location to another. Can anyone…
  • How to Reopen a Project Phase

    HI, I have a closed phase in a project and I'd like to re-open it. Is that possible? Thanks
  • Creating Requisitions or Purchase Orders from BOM or Kitting

    Is there a way that I can create a Requisition or Purchase Order from an existing BOM or Kitting?
  • 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…
  • Purchase order GRN processing fail to process a partial GRN

    Purchase order GRN gives operation not allowed during GRN partial processing. How to resolve this? Kind regards, Peter
  • Stock date of existing Lot number not updating at the time of Receipt !

    Hi, If we receive an item to an existing Lot, Why the stock date and Expiry dates are not updating automatically to the date of PO Receipt. ? This will make an issue of Auto-allocation in OE, system will take this Lot ,even it contains the latest…
  • Day end processing was not completed due to errors when processing I/C assemblies

    Hello, we do I/C assemblies. For some reason, when we run the day end processing, Sage gives a "day end processing was not completed due to errors", but it does not indicate the error. The assemblies then show as posted but not costed, and no information…
  • OE automated invoicing

    We are looking for a solution that will automatically invoice OE shipments as they are posted. Suggestions will be appreciated.
  • I/C Day end process error

    Hello, I'm trying to run day end process and these errors appeared to me, does anyone know the solution?
  • Purchase Order From Requisition - Order Button Grayed Out

    I am attempting to create a new Purchase Order from a Requisition in Sage 300. When I zoom into the 'Create PO from Requisition' dialog and choose the Requisition Number I am unable to choose the Order button as it is greyed out. What am I missing? Why…
  • Day end processing - record modified by another program

    Hi, I have a client that has run Day End Processing and got the following error: Batch. Record has been modified by another program. Day end processing could not process all transactions. Probably at the time they run DEP, someone was posting POs…
  • O/E - Reusing Quotes

    O/E documentation states: Reusing quotes. To reuse a quote that you have previously converted to an order, add a new order for the customer using the From Multiple Quotes option. However, when I tried to reuse a quote by entering the Quote number…
  • Day end processing: Shipment cost-to-clear Record already exists

    Hi All, We have an error message while running Day end processing Shipment Cost to clear. Record already exists. Thanks
  • 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…
  • PO Invoice posting error 'missing POR' Attempt to perform record Delete without security

    Hi Everyone Does anyone has a solution for the error for posting PO Invoice with the following message missing POR (1979 POINVM1.C) Audit Log Attempt to perform Delete Record without security....
  • IC Assembly Status Costed

    Hi , I've a database whereas assembly transactions posted but the status is only costed not day end complete, cause of this the GL Transaction is not created. I have run manual day end but still no changes. The setting was day end on Posting, Create sub…
  • Revenue

    Where invoice is raised for a period of one year and payment is made also in a lumpsum, how do I recognize the lumpsum and at the same time do recurring/annuity of the lumpsum
  • 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?
  • 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…