• Is there a way to edit Schedule of Values template?

    We are looking to edit the way our format for the schedule of values outputs & prints, is there a way to edit this? Or is this a default that is unable to change? The same goes for our estimate template.
  • Split Name Formula for Inquiry

    is there a formula I can use to split an employee name in an Inquiry
  • Inquiry Design Help Needed

    I'm trying to create / modify a GL Account inquiry to add an additional drill down layer. Initial Level: GL Accounts 2nd Level : GL Transaction based on the GL Account selected in the 1st level 3nd Level: GL Transaction of the batch selected in…
  • How to join CM Transaction and GL Transaction in Inquiry Designer

    I'm in Inquiry Designer trying to build a new inquiry that shows the bank account, the check number, the payee, subtraction, addition, and the gl account number offset from the GL Transactions table. I need to know how to make a join on CM Transactions…
  • Sage 300 CRE Inquiry Designer Walkthrough

    FormerMember
    FormerMember
    I am working on a few custom inquiries for my company. Is there a good knowledge base or walkthrough source on how to begin and integrate the modules i.e. job costing, project management and others? Any help would be appreciated.