What's new in Product Update 4

This section contains a summary of new features and changes in Product Update 4.

General improvements

This release includes the following new features and improvements in both Sage 300cloud web screens and Sage 300 classic screens:

System Manager

There have been improvements made in the Lanpak user handling, especially when using the Current Users screen.

Bank Services

The Singapore Tax Report module now has efile capability.

What's new in Product Update 3

This section contains a summary of new features and changes in Product Update 3.

General improvements

This release includes the following new features and improvements in both Sage 300cloud web screens and Sage 300 classic screens:

Sage 300 is more secure

Continuing from Product Update 2, this update includes additional improvements to application security and requires a multi-step installation process and changes to the system setup. Please review all instructions before beginning any update. Additionally, some third-party applications may be impacted by these changes. Please check with your third-party add-on providers for compatibility.

What's new in Product Update 2

This section contains a summary of new features and changes in Product Update 2.

General improvements

This release includes the following new features and improvements in both Sage 300cloud web screens and Sage 300 classic screens:

Sage 300 is more secure

This update makes significant improvements to application security and requires a multi-step installation process and changes to the system setup. Please review all instructions before beginning any update. Additionally, some third-party applications may be impacted by these changes. Please check with your third-party add-on providers for compatibility. For more information, see Sage Knowledgebase article 119319.

What's new in Product Update 1

This section contains a summary of new features and changes in Product Update 1.

Sage 300 desktop screens new features

This product update includes the following new features in Sage 300 classic desktop screens:

• User Activity Report. This feature is only available to the Sage 300 administrator user, and users who are granted login/logout information permissions in the Administrative Services module. This report prints a user activity log for the companies in the system database, which includes the following:
• Login
• Logout
• Open a screen
• Close a screen
• Eviction

The report displays the following columns: 

• Date and Time
• Company ID
• Action
• Platform
• Screen ID
• Screen Name
• Computer Name / Address

• Important changes include:

  • More amount types were added to support the 1099-INT form.

  • The A/P Electronic Filing screen was removed.

  • Some fields on the A/P 1099 Filing screen were renamed, and new buttons were added:

    • Process - Button added

    • History - Button added

    • Title - Field added

    • Transfer Agent - Field added

• The following report can be used to integrate with Aatrix:

  • 1099 Filing report: A/P Vendor Reports > Select 1099 Filing

  • Complete the applicable fields and continue to the 1099 Setup Wizard.

  • The integration between the 1099 Form and Aatrix is as follows:

    1. From the A/P 1099 / CPRS Codes screen, set up your codes and map them to the correct amount types.

    2. From the A/P Vendors screen, assign a 1099 Code to the vendor.

    3. Enter the A/P Invoice for the vendor with 1099 amounts and post the invoice.

    4. Apply A/P Payment for the invoice and post the payment.

    5. From the 1099 / CPRS Inquiry screen, verify that the 1099 amounts for the vendor is correct.

    6. When the user is ready to file the 1099, go to A/P 1099 Filing, enter the information and click on Process. Follow the steps through the Aatrix Wizard.

What's new in Sage 300 2023

This section contains a summary of new features and changes in the 2023 release.

General improvements

This release includes the following new features and improvements in both Sage 300cloud web screens and Sage 300 classic screens:

• Sage 300 is more secure:

  • User passwords. In Sage 300 Database Setup, on the Advanced Security Settings screen, there is now only one option to require complex passwords. The complexity requirements are increased so passwords must include at least one of each of the following:
    • Lower case letter
    • Upper case letter
    • Number
    • Special character (such as * or #)

    If you require complex passwords and you use Sage Fixed Assets integrated with Sage 300, you must update your system as explained in Sage Knowledgebase article 115839.

    For more information, see Setting Up Global Security.

  • System and databases. We've made some technical upgrades and enhancements to improve overall security. If you are upgrading from a previous version of Sage 300, you may need to make some corresponding changes to your system setup. For more information, see Sage Knowledgebase article 116170.

Sage 300cloud web screens improvements

This release includes the option to install Sage 300cloud web screens: modernized versions of Sage 300 screens that you can use in a web browser.

Web screens run in parallel with Sage 300 desktop screens, so there's no need to choose between desktop or web. Everyone in your organization can use the interface that best suits their needs, while working seamlessly with a single shared set of company data.

Here's a quick overview of what's new in Sage 300cloud web screens:

• New Inventory Control web screens. This release includes the following new web screens for Inventory Control:
  • Assemblies/Disassemblies. Use this screen to enter and post assemblies and disassemblies of master items from component items.

    Also, related functions are now available on other screens:

    • On the Post Transactions screen, post assemblies/disassemblies.
    • On the Posting Journals screen, print posting journals for assemblies/disassemblies.
    • On the Transaction Listings screen, print transaction listings for assemblies/disassemblies.
  • Bills of Material. Use this screen to set up bills of material if you plan to assemble or repackage inventory items to create a supply of "master items" to sell.
  • Lot Recalls/Releases. Use this screen to process recall documents for lotted items that you withdraw from sales, and subsequent release documents if you restore the availability of recalled items.
  • Serial Numbers. Use this screen to view and edit details for serial numbers.
• New Project and Job Costing web screens. This release includes the following new web screens for Project and Job Costing:
  • Account Sets. Use this screen to create groups of general ledger accounts, which you assign to contracts to identify the general ledger accounts to which you post Project and Job Costing transactions for each contract.
  • Charges. Use this screen to record amounts that you charge your customers for services or fees for which you have not incurred any costs directly (such as registration fees or prepayments on a project).
  • Revise Estimates. Use this screen to enter changes to estimates for projects, categories, and resources.
  • Update Retainage. If you use retainage accounting, use this screen to enter opening retainage balances for contracts you are transferring to Sage 300 Project and Job Costing from another job-costing system. You also use this screen to update the retainage payable or retainage receivable for contracts, projects, and categories.
• New setup report web screens. For the following Sage 300cloud applications, setup reports are now available in web screens:
  • Accounts Payable
  • Accounts Receivable
  • General Ledger
  • Tax Services
  • Bank Services
  • Inventory Control
  • Order Entry
  • Purchase Orders
  • Project and Job Costing
• Use your keyboard to open screens from the navigation menu. New keyboard shortcuts for the navigation menu let you move around the menu and open screens from it.

To learn more about new web screens and features available in this release, see the following documentation and resources:

• Sage 300cloud web screens online help
• Sage 300cloud web screens getting started guide

Important! To use Sage 300cloud web screens, data must be protected with Secure Socket Layer (SSL). When using Sage 300cloud web screens over an external network or the internet, additional security measures are required, such as a Virtual Private Network (VPN). To determine appropriate security measures, consult with your information technology (IT) professional or Sage Business Partner.

Web screens are available in English, French, Spanish, and Chinese (Simplified and Traditional). Help and documentation for web screens is available in English and French.

Improvements on the Windows Start menu

We've improved the organization of Sage 300 items on the Windows Start menu so you can find things more easily. Instead of a single Sage menu, there are now three menus: Sage 300, Sage 300 Admin Utilities, and Sage 300 Support Utilities.

Also, we've added some new items (in the Sage 300 Admin Utilities menu) so you can use features without needing to open Sage 300:

• Data Activation
• License Manager
• Current Users

To get the best experience with the improved Start menu, uninstall your previous version of Sage 300 before installing Sage 300 2023. If you don't do this, the Start menu will show both the old menu and the new menus.

CRM Integration improvements

• On the E/W Sage CRM Setup screen, in the Sage CRM Server Name field you can now enter up to 60 characters.

  Note: If Sage 300 and Sage CRM are on two separate servers, the Access-Control-Allow-Origin setting in the Online\web.config file no longer defaults to * (an asterisk). Instead, the specified Sage CRM Server Name is appended to this setting. For more information, see Sage Knowledgebase article 116186.

• If you use Sage CRM integrated with Sage 300, if you change the customer contact name (on the Contact tab of the A/R Customers screen) you can indicate whether and how to update information in Sage CRM.

Sage 300 2023.4 program fixes

The following sections describe program fixes included in Product Update 4.

System Manager

Fixed a problem in the System Manager web screen related to exporting information to an Excel file where the resulting file did not have the Named Range defined.

Common Services

Fixed a problem in Common Services to avoid fiscal periods from prior years becoming unlocked after upgrade. (Reference #8009488887, #8009502528)

General Ledger

Fixed a problem in the General Ledger web screen for the number of decimals in the exchange rate in entries. (Reference #​8009480228)

Fixed a problem with the printing object in Financial Reporter. (Reference #8007288528)

Fixed a problem in Budget Maintenance where the screen would not respond when expanding the Budget Amount column. (Reference #8009557301)

Bank Services

Fixed a problem in bank reconciliation where a withdrawal amount would get stuck in the withdrawal field after reversal. (Reference #8009658363)

Singapore Tax Reporting

Fixed a problem with the TS GST IRAS Audit File Generator for which the Generate function was not working.

UK Tax Reporting

Fixed a problem for UK Tax (TK70) VAT Return Entry Form where home currency was being reported as source currency. (Reference #8009653339, #8009653663)

Accounts Receivable

Fixed a problem in the Aged Trial Balance report where there was a discrepancy after clearing history. (Reference #8009607273)

Fixed a problem in Customer web screen that the Statistics tab was read-only when running this screen in CRM Integration (Reference #8009723584)

Sage 300 2023.3 program fixes

The following sections describe program fixes included in Product Update 3.

System Manager

Fixed a problem for which the user incorrectly receives a message indicating the maximum number of concurrent users have been reached even though there is sufficient user counts available. The issue appears to occur when there is an increase in activity via third-party add-on.   (Reference # 8009476339) (Reference # 8009583454) (Reference # 8009580890)

Bank Services

Fixed a problem where the user is unable to mark transactions as reconciled in Reconcile Statements screen.   (Reference # 8009618878)

Sage 300 2023.2 program fixes

The following sections describe program fixes included in Product Update 2.

Accounts Payable

Fixed a problem for which the Aatrix upload function does not take into consideration Vendor 1099 Tax Number Type.  (Reference # 8009462978)

Fixed a problem for which the Aatrix Upload function uses Vendor Name instead of Legal Name (Reference # 8009491289)

Inventory Control

Fixed a problem that could cause Internal Usage Transactions web screen to display an incorrect Internal Usage G/L Account if G/L Account Segment Overrides in IC Locations is used. (Reference # 8009363711)

Order Entry

Fixed a problem on WEB CRM Integration where the screen greys out when National Account is on Hold (Reference # 8009324066)

Fixed a problem in Credit/Debit Note Entry web screen where the data may get corrupted when the Credit Note number is manually entered instead of letting the system generate the number. (Reference # 8009481877)

Project and Job Costing

Fixed a performance problem when drilling down to a Job Costing Timecard Entry from the Job Costing Billing Worksheet. (Reference # 8009529899)

Lot Number

Fixed a problem in O/E Shipment Entry web screen to correct the lot expiry date of an item if the Qty Shipped field for the item is zero (Reference # 8009571355)

Intercompany Transactions

Fixed a problem where Finder crashes when selecting Vendor on 2nd Entry of Invoice Batch (Reference # 8009464750)

Sage 300 2023.1 program fixes

Sage 300 2023.1 includes program fixes for some problems that exist in the most recent previous version (Sage 300 2023 Product Update 4). The sections below describe these program fixes.

General Ledger

Fixed a problem where the Journal Entry import does not check if the Entry Date is valid or not in the import file, causing it to import invalid dates in the details.

Purchase Order

Changed the behavior in P/O Invoice Entry. Previously, P/O Invoice Entry allowed the user to post the invoice even when there is a duplicate invoice number. Now, it will give an error when the invoice for the vendor already exists.

Item Inquiry

Fixed a problem that may cause slow performance when navigating to the Bill of Material tab on the I/C Item Inquiry screen.

Accounts Receivable

A change was made to Sage 300cloud web screens A/R Invoice printing. It now defaults to the last invoice report file you printed.

Sage 300 2023 program fixes

Sage 300 2023 includes program fixes for some problems that exist in the most recent previous version (Sage 300 2022 Product Update 2). The following sections describe these program fixes.

Retrieving records that include a G/L account number

In many Sage 300cloud web screens, transactions or records that include a G/L account number are retrieved faster. (Reference #8009246827)

Bank Services

Fixed a problem on the Reconcile Statements screen that prevented you from clearing transactions for a customer or vendor if you posted the transactions and then changed the customer/vendor number before clearing the transactions. (Reference #8009184903)

Accounts Payable

Fixed a problem on the Payment Entry screen in Sage 300cloud web screens that could occur when adding a detail line in the table. When you clicked Add Line, instead of adding a new detail line, some information in existing detail lines would be changed to incorrect information. (Reference #8009274937)

General Ledger

Fixed some problems that could prevent you from using Financial Reporter. You can now use Financial Reporter if:

• You do not use Optional Fields. (Reference #8009120576)
• There is a space in the path of the Sage 300 program files.

Order Entry

• Fixed a problem in Sage 300 desktop screens that could prevent you from approving prices or credit checks if your system is set up to require complex passwords. (Reference #8009196429)
• Fixed a problem on the Copy Orders screen that could occur if you use Pricing Unit as the Default Order UOM (this is set on the Processing tab of the O/E Options screen), which prevented you from copying orders for a customer if an inventory location is not specified for the customer (on the Invoicing tab of the A/R Customers screen). (Reference #8009215442)
• Fixed a problem on the Order Entry screen in Sage 300cloud web screens, which could prevent comments and instructions for order details from being saved. (Reference #8009231401)

Sage CRM Integration

• In Sage CRM, the following fields on the A/R Customer screen now use the current date by default (instead of the Sage 300 session date):
  • Statistics tab: Fiscal Period and Fiscal Year fields
  • Comments tab: Date Entered field (in the table)
  • Credit Status tab: Age As Of field

  (Reference #8008611017)

• If you create a new company in Sage CRM by importing a Customer from Sage 300 (either manually or using automatic synchronization), the correct contact information appears for the company in Sage CRM. (Reference #8009130716)

Item Number Change

Fixed a problem that could prevent you from combining item numbers. (Reference #8009233392)

• Sage 300 2023 supports upgrades only from version 5.6 or later.

• You require version 2023 (internally versioned as 7.0A) of all core programs that you plan to use.

  If you use Canadian Payroll or US Payroll, you require version 7.3 of these programs with the most current tax updates.

  Note: You must install Sage 300 before installing payroll programs.

• If you need to use the Sage 300 .NET Remoting Service, you must run the Web Deployment Wizard that is available on Sage Knowledgebase article 104304.
• Sage 300 2023 includes SP30 for SAP Crystal Reports® runtime engine.

  If you use Sage HRMS or Sage Fixed Assets integrated with Sage 300, refer to the Sage 300 2023 Compatibility Guide for updated information on compatibility with Sage HRMS and Sage Fixed Assets. The Sage 300 2023 Compatibility Guide is available from Sage Knowledgebase article 26777.

• For the most current technical information about database and report changes, and about parameters for customizing printed forms, see Sage 300 Database and Report Changes, Sage 300 Parameters for Customizing Printed Forms, or Sage Knowledgebase article 68834.