• General Ledger Budgets

    Is Creating a Budget in General Ledger a useful tool or is it better to create the budgets in Excel and export the data from GL?
  • VB.Net report printing is not happy with a sage 300 session created by the program

    I have a Sage 300 program, developed in VB.Net, that generates crystal report PDFs. When I run the program from the Sage 300 desktop on my client's server, it works just fine by passing the session token as a parameter. It also works fine running…
  • Adding AR Invoice Number to E-mail Template

    Hi all, A client wants to add the A/R invoice number to the email template. I've tried to search from F1 Help -> E-mail Message Variables, but there's no such variables named AR Invoice Number. Does anyone has any idea? Thank you. Yours Faithfully…
  • PR Check Formatting

    I recently got new checks for payroll and they are not the same as our previous layout. How can i change the printing layout in Sage 300 PR?
  • Sage Intelligence Reporting - Need currency conversion rate in Sales Master Report

    I'm using "Sales master by Customer and Items" report in Sage Intelligence and I need to see the USD currency customers converted to CAD currency amounts. The report displays all USD vs CAD customers in their own currency but would like to have the USD…
  • Can Sage 300 Intelligence Reporting Add-ins be manually installed on a workstation?

    I have a client that wants to send the financial reports to a partner that does not have access to Sage 300. We would like the partner to be able to change the parameters on the Excel workbook that is e-mailed so he can take different looks at the data…
  • Using Crystal Reports to customize Ardinvo, how do I add database tables and fields from those tables?

    I'm customizing the Ardinvo report in crystal reports. I took a copy of the report, saved it as a different file name. Now I want to add some fields to it that are not in the set of data tables already in the report. In the "Field Explorer" I right…
  • Charles Schwab 401K export file

    I know this is a very specific question and I may not get any replies. But I thought it was worth the ask. We are transiting our 401K fund to Charles Schwab. They have a quite extensive file spec for uploading payroll data in regards to 401K deductions…
  • Credit Card Receipt Confirmation Report Customization

    Hi, We're running Sage 300 2022. We just got Paya installed and did our first Credit Card transaction. I'm still fairly new to the usage of Sage and Crystal Reports. How do I customize our receipt confirmation report to include Order Number or an Invoice…
  • How Can I insert a company logo in an email body sent from Sage?

    We are emailing RFI's, Submittals, etc... out of Sage. Is there a way to autopopulate a signature into the body of an email sent from Sage? Or do we have type our name and contact info into the message block?
  • Statetement designer - not updating current year figures

    Hello, I am trying to run a an IS through the statement designer function in Sage 300 ACCPAC. August would be period 1 of FY2022, however when I select this period, all the figures that come back are 0. If I select period 12 FY2021, everything runs…
  • BUDGET ON OPTIONAL FIELDS

    As per my understanding Sage 300 budget linked to Account code (on GL). How can I handle objective based budget? Objectives are like optional fields: Eg: Acccount 1010 : Allowances Objective 1: budget $100k Objective 2: budget $200k
  • A/R Prepayments Payment Plan

    Customer Receipts are posted in the A/R as Prepayments because there is no Invoice. There is a plan on when and how much the Customer should pay. How can this Plan be managed in Sage 300 without raising an Invoice? An invoice is raised at the end…
  • Update OrderDetail using Restful Service

    I am trying to update the order detail lines, specifically setting the "PickingSlipPrinted" flag to true, what would be the minimum data I need to send to the service? I've tried the below, but, it just keeps returning that certain fields cannot be…
  • Crystal Report Error

    I made a report with crystal report on my local, it all went well but when running on the client pc the following message appears
  • class not registered C62A69F0-160C11CE-9E98-00AA00574A4F

    Good Day, our client upgraded there office from 32bit to 64bit. But now we are getting a class not registered error when trying to open macro to display user form. We have tried to reg edit the fm20.dll file and that also gave us an error. …
  • Report Designer - custom date formula

    Hi there, This is my first post in Sage 300 online Community, woohoo. I find myself in uncharted waters. I am putting together a custom date formula, where the date has DDD field, which means 3 digits for "day in year". Example would be that today…
  • Error: Report Designer component is required by this report and is not installed on this workstation.

    I am trying to run and copy a report in Sage 300 2014 and later move the report to the Sage 300 2020 environment for testing and use. However, i keep getting the captioned error. A few months ago users were able to run reports without an issue. All of…
  • AR Aging Report with Description in Crystal Reports

    Hi, I wanted to add "invoice transaction description" into it original report file ARTBAL.RPT using Crystal Reports. But there is no description field found from it existing table in this report. The field that I want to add is in table AROBL.DESCINVC…
  • Table for prorated additional costs

    Hi there I am building a crystal report that shows purchase costs by line item including the lot number and I also need to add the prorated additional costs to the report and I am struggling to identify the table that holds the additional costs for…
  • Order Entry Macro, how to get the order number once posted?

    I wrote a simple macro in VBA that enters an order and then posts it. On post, SAGE 300 assigns the next order number. How do I return that order number to the macro? I want to put it in the message box for the user.
  • Is is possible to add new column to standard table?

    Is is possible to add new column to standard table like OEORDD? I'm converting the old system to c# and noticed that there are two new columns on OEORDD table based from this site: http://sageaom.kcsvar.com/AOM2019/OE0500.xml New columns named: PDTLNUM…
  • Unable to Print to a Custom Payment Voucher Form

    I have a crystal report which is run via Sage 300 desktop shortcut [Macro] which has stopped pulling data through for some batches. The Crystal Report only shows a blank Custom form for some A/P Payment batch entries and will pull the data for some batch…
  • Move a Sage 300 Intelligence Container to a New Computer

    I have developed a new Sage Intelligence report for a client and had to create a new container. How can I export/copy the container to my clients computer? Also, how do I copy the new report that is associated with the computer.
  • Contract Billing Report Customization in Crystal

    I need to make a minor change to the L-PB Detail with Stored contract invoice format. The CNAME in TS Billing Field Names is giving our group name instead of the Company name. We have 5 companies and I need it to give the correct Company name based on…