• Can you unapply a prepayment from a PO after its been posted?

    When posting the prepayment, I attached the PO and then posted the prepayment. This is the incorrect PO to apply the prepayment to. What is the best way to reconcile this error and get the prepayment applied to the correct PO? Thank you!
  • Notify Project Managers When Items Are Received

    Is anyone aware of a way in Sage to have an alert sent to our Project Managers when items are received for their jobs? I have been told that this isn’t an option that can be created in My Assistant because it relates to the Purchasing module. Any insight…
  • I have two user, both are setup with the same roles and access to the same companies. One can see Purchase Orders in applications the other cannot

    I have two user, both are setup with the same roles and access to the same companies. One can see Purchase Orders in applications the other cannot. What am I missing? When go to the Start Menu and open PO icon, the modules opens but all the tasks are…
  • Importing and Exporting Purchase Orders in PO Module

    FormerMember
    FormerMember
    I am in need of a purchase order import template. I have tried using the help section to create one with no luck. Our consultant doesn't have one and I cannot work backwards by exporting because I get the following error: Can someone please send me…
  • PO Template

    i have tried to edit the PO template but it doesnt seem to be working - am i missing some software?
  • 3rd Party Procurement Software that integrates with Sage 300 CRE?

    Does anyone have experience with any 3rd Party Procurement Software that integrates with Sage 300 CRE? We have test Sage's Procurement Module and found it lacking several key features that we need. We do not currently manage an inventory. Our purchases…