Sage 300 ERP – Tips, Tricks and Components

Sage 300 ERP web screens functionalities are being improved with every new release. With the launch of Sage 300 ERP version 2020, new functionality is provided so the user can now run Sage 300cloud in multiple browser tabs or windows at the same time.

New Stuff:- Creating Custom Queries with Sage 300c using Inquiries

Now Sage 300 user can create a new tab with the same address as the existing tab.

The user can also create a new tab with different addresses. (Able to open the multiple companies on the multiple tabs)

The user can also open a new window with the same address as used in the already opened window.

Therefore, these features made the use of Sage 300 to users more comfortable and easy.

About Us

Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix offers unique GUMU integrated solutions of Sage 300 with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East.

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

Sage 300 ERP v2020 is available now. With the release of Sage 300 ERP v2020, we are pleased to announce the release of Greytrix Document Attachment for Sage 300 ERP v2020 to our customers and re-sellers.

New Stuff:- Sage 300C – Multiple Browser Tabs in Sage 300cloud ERP 2020

The Greytrix Document Attachment module for Sage 300 ERP is a comprehensive add-on that helps you to attach, refer and view the relational documents that you want to see floating along with the transaction screens Viz. Order Entry, Invoice Entry, Journal Entry …etc. User can store and retrieve the document from anywhere over the network.

Our product is compatible with Sage 300 ERP version 5.6 to 6.7

Product feature:

Masters :

Item Masters
Vendor Masters
Customer Masters

Setup :

Document Repository Path
User wise Document Source Path
Upgrade/Deactivate

Transaction:

A/P Invoice Entry
A/P Payment Entry
A/P Adjustment
A/R Invoice Entry
A/R Receipt Entry
A/R Adjustment Entry
G/L Journal Entry
O/E Order Entry
O/E Shipment Entry
O/E Invoice Entry
P/O Order entry
P/O receipt Entry
P/O Invoice Entry

-> We have feature for User Security feature to authorize user to “Overwrite” or “Delete” document.
-> We also have feature for User wise source document path setting.

About Us

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

We have described below the common issue of Sage 300 web API which may affected every time whenever you have sending data or getting data from WEB API.

New Stuff:- Document Attachment module for Sage 300 v2020 Desktop released now

Here is below screenshot of Sage 300 Web API issue, which we have found while generating the GL Batches.

“Internal Server Error” message is one of the common issue in Sage 300 web API and it means that the server encountered an unexpected condition, which is prevented to execute the request.

You need to review some of the points below to resolve the issue:

1.Check your authorized user rights, which need to be as full rights to execute the same. You can refer the below blogs link to assign rights for Web API user.

Sage 300 Web API Security Access to non admin user by using Sage 300c

2. In addition, you need to enter authorized user credentials in UPPER CASE in Basic authentication window.

3. If you want “POST” operation with Sage 300 WEB API then you always need to send one more header parameter i.e. “Content-Type” with value “application/json” as default. You can also change the value type (text/html, image/jpeg, image/gif, application/xml, text/plain) which you could determine based on what type of representation do you require at you end.

About Us

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

Basically ‘Bill of Lading’ is used as a legal document between shipper of particular goods and carrier of goods. We have already discussed its detail functionality as well enhancements in our older blogs. As the Sage 300 v2020 has been released, we have also made our BOL product compatible with the same. We are pleased to announce that BOL compatible with Sage 300 v2020 (classic screens) is now available to our customers and re-sellers.

Greytrix Bill Of Lading is a comprehensive product, which allows its users with options to create, view, e-mail and print a formatted bill of lading. BOL picks up orders or shipment created in Sage 300 ERP version 2020 and generates Bill of Lading for that particular order.

New Stuff:- Sage 300 Web API internal server error

Basic feature list of Bill of Lading:

BOL allows you to create Bill Of Lading against Orders as well as for Shipments.
User can create BOL by including multiple Orders and Shipments. It involves all the item details of the selected Shipment/Sales Order.
BOL report displays the standard information like total weight of all the items, nature of goods (hazardous/ non-hazardous), total number of packages sent for shipment and address of shipper, consignee and Bill to locations.

Greytrix Bill of lading is available for Sage 300 ERP v6.0 onwards. For any further information feel free to write us on accpac@greytrix.com. We can also provide the NFR copy of BOL for Sage 300 v2020 which can be used to demonstrate it’s working to end users.

About Us

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

GUMU for Sage 100 to Sage 300 ERP is a Sage certified Migration solution. Greytrix is a pioneer in providing Migration services at its Sage Migration Center and catering end-user business requirements. We at Greytrix are focused to help the end –user in successfully implementing the new Sage 300 ERP system through our various successful migration and integration solutions.

We provide data Migration Services from Sage 100 to Sage 300 ERP (formerly known as Sage Accpac) at our Sage Migration Center. Our GUMU migration utility is compatible to convert all Master and Open transactions and GL historical data from Sage 100 ERP to Sage 300 ERP.

In this blog, we would discuss about the available options to convert Accounts Receivable Credit Note from Sage 100 ERP. We convert Accounts Receivable credit note from Sage 100 ERP, Sage 50 US (Peachtree), QuickBooks, Sage Pro ERP, GP Dynamics. In this blog, we have taken the example of Sage 100 ERP as we are converting data from Sage 100 ERP to Sage 300 ERP.

New Stuff: Migrate Accounts Payable Credit Note from Sage 100 ERP to Sage 300 ERP

Now, we will discuss about migrating Accounts Receivable Credit Notes from Sage 100 ERP to Sage 300 ERP in our ERP Migration services. Let’s have a quick look on the Sage 100 Credit Note screen.

Here is the converted Accounts Receivable Credit note from Sage 100 ERP to sage 300. Kindly refer to the below screenshot from below path: Navigate to Accounts Receivable -> A/R Transactions -> Invoice Entry (Credit/Debit Note Entry). In this way, Sage 100 ERP credit notes are migrated to the target Sage 300 ERP company database.

In this way, the AR Credit Note is migrated from Sage 100 ERP to Sage 300 ERP.

About Us

Greytrix helps in Sage ERP and CRM upgrades to the latest version and migration for Sage Intacct from Sage 300, Sage 100, Sage 50 and QuickBooks; for Sage 100, Sage 300 (Sage Accpac), Sage Enterprise Management (Sage X3) from Sage Pro, Sage 50 US, Sage 50 CA, Sage 50 Usage Business Works, Sage Business Vision and QuickBooks; for Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer

For more information on Sage ERP – CRM migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

With the release of Sage 300 version 2020, many features are introduced in classic desktop screens as well on web screens. In this blog, we are going to discuss regarding new web screen introduced for Payroll Employee Time cards.

New Stuff:- Greytrix Bill of Lading for Sage 300 ERP Version 2020

As displayed in screenshot below for Sage 300 v2019 both US Payroll 7.3 and Canadian Payroll 7.3 are installed on the system.

US Payroll Mod:

Canadian Payroll Mod:

US Payroll Screen (Classic Desktop):

Canadian Payroll Screen (Classic Desktop):

As displayed in screenshot below for Sage 300 v2019 web screens the Payroll screens are unavailable.

Now, look at the screens below from Sage 300 v2020 classic desktop. The system here is also having US payroll 7.3 and Canadian Payroll 7.3 installed.

US Payroll Mod (Classic Screen):

Canadian payroll Mod (Classic screen):

US Payroll Screen (Classic Screen):

Canadian Payroll Screen (Classic screen):

As displayed in screenshot below for Sage 300 v2020 web screens out of all payroll mod’s screen only Payroll Employee Timecard screen is available.

CP and UP_Payroll_EmployeeTimecard_webScreens

Web screen for US Payroll – Payroll Employee Timecards:

Web screen for Canadian Payroll – Payroll Employee Timecards:

About Us

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

In Sage 300 ERP, Security Groups plays important role in protecting your data, where Organizations can restrict and grant the access to take the backup of the database using the Sage 300 data dump utility. This is what we are going to discuss in this blog.

New Stuff:- Sage 300 v2020 – New web screen for Payroll Employee Timecards is now available

Please follow the steps below to restrict other users from using Sage 300 Database Sump Utility:

1- Navigate to the Administrative Service –> Security Groups.

Select Administrative Services and select the Group Id and uncheck the Database Dump checkbox to restrict the non-admin user to take the backup of the database. Then save the data.

2- Log in to the Sage 300 data dump utility with non-admin user.

3- Below standard error message will be thrown.

This way Organization can restrict and grant the access to take the backup of the database using the Sage 300 data dump utility.

About Us

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

With the release of Sage 300 v2020 PU1, Sage has introduced a new feature where user can create multiple contacts using “Multiple Contacts” menu which is available in common services. User can assign multiple contacts to AR customer and AP vendor and this feature is introduced in desktop version and web version as well.

New Stuff:- How to use security authorization for non-admin users

Below are the steps which needs to be followed to install multiple contacts screen in Sage 300 v2020 using PU1.

At the time of installing the Sage 300 v2020 PU1, then License Agreement screen will appear. After accepting the terms of the license agreement, the below screen will comes up to activate the “Multiple Contacts” feature.

Check the checkbox of the “Multiple Contacts” option and click next to install the new feature. After installing PU1 login Sage 300, go to the Administrative Services –> Data Activation and activate the Multiple Contacts feature.

After activating the Multiple Contacts, a new menu i.e. “Multiple Contacts” will get added in Common Services.

About Us

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

With the release of new product update of sage 300 version 2020, new feature has been introduced i.e. multiple contacts screen. In this blog we are going to see how to set this multiple contacts to AR Customer.

New Stuff:- How to install the multiple contacts screen in Sage 300 v2020 PU1

Kindly follow below path which will navigate to AR Customer screen (Contact Screen).

Go to AR Customer >> Open Customer Screen >> Select Any Customer >> click on Contact Tab.

You can see in below screenshot, Additional Provision for Multiple Contacts is been added in contact tab. User can Add primary contact as well as the other contact in the grid below.

To add multiple contact user need to search and select the Contact Code in a “Multiple Contact” table grid. Here user can attach all the contact which are created in “Multiple Contact” screen.

User can View Contact details by clicking on “View Contact Detail” Button, also can Create new contact from AR Customer screen itself by clicking on “Create New Contact” Button.

Using the multiple contact feature user make provision to send Documents (i.e. AR Invoice, AR Receipt, O/E Invoice, Order confirmation doc., O/E Quotes etc.) to contacts email id.

This is how you can set the multiple contact to single customer using the “Multiple Contact” Feature.

About Us

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

New Stuff:- How to install the multiple contacts screen in Sage 300 v2020 PU1

Kindly follow below path which will navigate to AP Vendor screen (Contact Screen).

Go to AP Vendor >> Open Vendor Screen >> Select Any Vendor >> click on Contact Tab.

You can see in below screenshot, Additional Provision for Multiple Contacts is been added in contact tab. User can Add primary contact as well as the other contacts in the grid below.

To add multiple contact user need to search and select the Contact Code in a “Multiple Contact” table grid.

User can View Contact details by clicking on “View Contact Detail” Button, also can Create new contact from AP Vendor screen itself by clicking on “Create New Contact” Button.

Using the multiple contact feature, user make provision to send documents (i.e. AP Invoice, AP Payments, PO Invoice, PO Receipt etc.) to contacts email id.

This is how you can set the multiple contact to single Vendor using the “Multiple Contact” Feature.

About Us

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

As we all knows that the sage introduces new features/Improvements in its old functionality with the releases of new patches. Sage 300 has released the product update 1 for the 2020 version of Sage 300.

With this release, Sage 300 also introduced the new feature of Multiple Contacts for Customers and Vendor. Now user can enable multiple contacts using “Multiple Contacts” module and further can set the multiple contacts to respective Customer in AR and Vendor in AP.

New Stuff:- How to use security authorization for non-admin users

You can refer below link to get more information of how to install multiple contacts module with new patch.

How to install the multiple contacts screen in sage 300 v2020 PU1

Kindly follow below navigation to add multiple contacts detail in sage 300 V2020 PU1.

Go to Common service >> Multiple Contacts >> Contacts Screen.

Refer below screenshot to check full view of Contact screen which will allow user to add contacts with the other details. I.e. Name of the contact, Address, Phone number, etc.

Contact screen will also allow user to set the optional field using the optional field tab.

All the created contacts will then set in to AR Customer screen and AP Vendor screen. Also same contact can be set for both the customer and vendor.

Follow below links to check setting of multiple contact in AR Customers and AP vendors :

1- Multiple contacts setting to AR customer :-

How to set multiple contacts in to AR customer Screen

2- Multiple contacts setting to AP Vendor :-

How to set multiple contacts in to AP Vendor Screen

About Us

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

GUMU for QuickBooks to Sage 300 ERP is a Sage certified Migration solution. Greytrix is a pioneer in providing Migration services at its Sage Migration Center and catering end-user business requirements. We at Greytrix are focused to help the end –user in successfully implementing the new Sage 300 ERP system through our various successful migration and integration solutions.

We provide data Migration Services from QuickBooks to Sage 300 ERP (formerly known as Sage Accpac) at our Sage Migration Center.

In this blog, we would discuss about the migration of Receive Payment from QuickBooks to Sage 300 ERP.

Now, we will discuss about migrating Receive Payment from QuickBooks to Sage 300 ERP in our ERP Migration services. Let’s have a quick look on the QuickBooks payment screen.

Here is the converted Receive Payment as unapplied cash from QuickBooks to sage 300.

In this way, unapplied receipts from QuickBooks have migrated into the target Sage 300 ERP company database.

About Us

For more information on Sage ERP – CRM migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

As we know with the release of Sage 300 v2020 PU1, Sage has introduced a new feature where user can create multiple contacts using “Multiple Contacts” menu. Also, user can assign multiple contacts to AR customer and AP vendor. Here Organizations can restrict and grant the access to create and modify the contact details in multiple contact screen using Security Groups. Non-admin users can view the contact details only.

New Stuff:- Use of POSTMAN to test web API of Sage 300

Please follow the steps below to restrict non admin users to create and modify the contact details in multiple contact screen to Non-admin users.

Administrative Service –> Security Groups.

Select Multiple Contacts 6.7A and select the Group Id and uncheck the Setup Maintenance checkbox to restrict the non-admin user to create and modify the contact details. Then save the data.

Log in to the Sage 300 data dump utility with non-admin user. Go to the Common Services –> Multiple Contacts. You can see in below screenshot there is no control to create or modify the contact details and below contact details is in read only.

This way Organization can restrict non admin users from creating and modifying the contact details to Non-admin users.

About Us

For more information on Sage ERP – CRM migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

With the release of Sage 300 v2020 PU1, Sage has introduced a new feature where user can create multiple contacts using “Multiple Contacts” menu. Also, user can assign multiple contacts to AR customer and AP vendor. To use this new feature in web version, users need to first install and activate “Multiple Contacts” into the Sage 300 v2020 desktop version.

New Stuff: How to restrict non-admin users from creating and modifying multiple contact details

To create multiple contacts navigate to Multiple Contacts >> M/T Contacts >> Contacts Screen.

Refer below screenshot to check full view of Contact screen which will allow user to create multiple contacts with the other details. I.e. Name of the contact, Address, Phone number, etc.

Contact screen will also allow user to set the optional field using the optional field tab.

Users can set all the created contacts in to the AR Customer screen and AP Vendor screen.

About Us

Greytrix helps in Sage ERP
and CRM upgrades to the latest version and migration for Sage Intacct from
Sage 300, Sage 100, Sage 50 and QuickBooks; for Sage
100, Sage 300 (Sage Accpac), Sage Enterprise Management (Sage X3) from Sage Pro, Sage 50 US, Sage 50 CA, Sage 50 Usage
Business Works, Sage Business Vision and QuickBooks; for
Sage CRM from Salesforce | ACT! |
SalesLogix | Goldmine | Sugar CRM | Maximizer

For more information on Sage ERP – CRM migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

Sage 300 ERP 2020 is available now. With the release of Sage 300 ERP v2020 we are pleased to announce the release of Greytrix Document Attachment for Sage 300 Cloud ERP v2020 to our customers and re-sellers.

This add-on helps users to attach the document from anywhere across the borders or multiple locations by accessing Sage300 cloud and also download the same. We have listed the entire feature present in cloud version of Document attachment module.

Our product is compatible with Sage 300 ERP cloud version 6.4 to 6.7.

New Stuff :Create multiple contacts for customers and vendors in Sage 2020 PU1 – Web Screen

Product feature:

It is compatible with Sage 300 cloud version and can easily activate for multiple Sage 300 company on cloud.
Allow user to attach or download the document from anywhere using web browser.
It is complete web based solution to attaching or share the document for the business across the world.
Users can keep track of original Sales Orders, Purchase Orders, Amendments done to the Orders, Revised Orders.
Users can attach documents to AP/AR Adjustment entries, which have been passed and posted with a manual approval of an authorized person on paper.

Document attachment tab on the Sage 300 web screen :

Document Attachment Product allows you to attach scanned documents/ reports/ fax/ images on the following modules and Transaction screens.

1.Masters :

Item Masters
Vendor Masters
Customer Masters

2. Setup:

Document Repository Path
User wise Document Source Path

3.Transaction:

AP – Invoice Entry, Adjustment Entry, Payment Entry,
AR – Invoice Entry, Receipt Entry, Adjustment Entry
GL – Journal Entry, Batch List
OE – Invoice Entry, Order Entry, Shipment Entry
PO – Invoice Entry, Order Entry, Receipt Entry

About Us

For more information on Sage ERP – CRM migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

As we know with the release of Sage 300 v2020 PU1, Sage has introduced a new feature where Admin user can forcibly sign out other users who are signed into the web screen. Non admin users only can see the other users list who are signed into the web screen.

New Stuff: Document Attachment module for Sage 300c v2020 Cloud released now

Please follow the steps below to forcibly sign out other users who are currently signed into the web screen.

⦁ Login Sage 300 web screen with non-admin user first.

⦁ Log in to the Sage 300 desktop with Admin user and navigate to “Current users” option which is available under the Help menu. Refer below screenshot.

⦁ Click on “Current Users” option, select “Web Screen” option from “Show Users Signed In To” dropdown. Once you select the web screens option you will get all the users list who are signed into the web screen. Then select the users for which admin user want to forcibly sign out and click on the “Sign out Selected Users” button to sign out the users from the web screen.

⦁ Once click on the Sign out Selected Users button, user will be prompted for the password and after entering the same click on the sign out users button.

⦁ Once clicked on “Sign out Users” button, selected users will get signed out from the web screen. Refer below screenshot.

About Us

For more information on Sage ERP – CRM migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

With the release of new version of sage 2018 some new additional features has been introduced. In this blog we are going to discuss additional feature on web toolbar i.e. Open windows feature.

New Stuff: How to forcibly sign out users who are signed in to Sage 300 v2020 PU 1 web screen

In sage 300c 2018 Open windows feature has been introduced on toolbar which will list out all the windows/screens which is currently opened. The Feature also allows user to open any particular window from that list or close the window if not needed any more.

Please refer below screenshot for the reference.

Once clicked on Open Windows option you will be able to see all the open windows / screens.

Now we can either close the screen by clicking on close icon beside the screen name or click directly on the screen name to jump on to the screen.

The maximum capacity of open windows feature is 10 i.e. only 10 windows / screens can be opened at a time and if you try to open more than 10 windows, a small window will pop up displaying information that please close existing windows / screens to open new window as shown in below screenshot.

Open window feature in sage 300c 2018 version makes transactions and navigation easy.

About Us

For more information on Sage ERP – CRM migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

A unit cost is a price for one item / Product or measurement, such as a pound, a kilogram, or Ea, and as per the Business aspects sometimes that you have mentioned unit price while processing the Orders.

In this blog, we will discuss about a customization done on “IC location detail screen” for one of our clients to update the Most Recent cost in Location details.

As we are aware about the standard functionality of the transaction screen, once we insert the item number on the detail level of the Respective transaction screen then the value of unit cost will be display from the Location detail screen. (Average Cost). In case if the system found Average Cost ”0” then the system picks Most Recent Cost (MRC) and get update to the field of Unit cost for the respective location.

Please note that the MRC is updated in a Location on the Creation of a PO Receipt or Inventory Transfer. If these Transactions have not taken place in a Location, MRC will be “0”. Therefore in order to avoid transaction being costed at 0, we would like MRC for an Item to be updated in all locations other than the Main Location for that Item.

New Stuff: –https://www.greytrix.com/blogs/sageaccpacerp/2019/12/31/migrate-receive-payment-from-quickbooks-to-sage-300-erp/

We have done the below configuration along with the customization.

we will create the Optional field =”DEFLOC”, Type: -” Text” and we will map to the IC item master and the Optional field value will be “Location code” and the description will be “Location Name”. (Refer below Screen)

Now same Optional field, we will map to the IC item from IC Item master screen and value will be location code from the above list of locations. (Refer below screen).

That means” 01” is the default location for the item Number” A1-103/0”.

Let’s understand and identify the condition when we need to update MRC in the Location Details screen.

If Most Recent Cost (MRC) > 0 in DEFLOC, update this Cost in IC Location Details MRC Field for remaining Locations that means if the system found most Recent cost is greater than “0” from location details screen for the default location (as per above screenshot default location is “1”) then the same value will get updated in other Reaming Location. (Refer below Location details screenshot that illustrates the MRC is greater than “0”)

If any Location is not available for an Item in IC Location Details, Location needs to be inserted and MRC updated as per above logic that means if System found location created from Location master screen but not present in the IC Location Details screen then the same location get inserted and value should be updated based on the above logic.
If DEFLOC is not available in Items or DEFLOC is not a Valid Location, skip the Item.

For the reference purpose, we will maintain Log file which includes details of item Number, DEFLOC, DEFLOC Avg Cost, DEFLOC MRC, MRC Updated status (Successful/ Unsuccessful)

New Stuff: How to restrict non-admin users from creating and modifying multiple contact details

To create multiple contacts navigate to Multiple Contacts >> M/T Contacts >> Contacts Screen.

Refer below screenshot to check full view of Contact screen which will allow user to create multiple contacts with the other details. I.e. Name of the contact, Address, Phone number, etc.

Contact screen will also allow user to set the optional field using the optional field tab.

Users can set all the created contacts in to the AR Customer screen and AP Vendor screen.

About Us

For more information on Sage ERP – CRM migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

Sage 300 provides a provision to create the custom modules/add-ons based on common requirements that can be used by multiple customers. Development partner usually creates the module and needs to provide the NFR Copy or Trial Version so that customer or consultant can thoroughly go through the add-on.

New Stuff: Open windows option introduced in sage 300c V2018

It is very common that a user needs a proper demonstration of the add-on to check its complexity and value for money. If we create a trail copy of our module, we can provide an installer to the user so that they can go through the features/behavior and have a confidence to purchase the module.

Here is an example of creating a NFR/Trial version of our custom module, we take an example of “Greytrix Document Attachment”. A snippet of code which may help the developer to make use of this functionality:

Step 1: Locating the custom module

Generally, custom module is created at path “C:\Dev\GD\…” as per the manual provided from the Sage.

Step 2: Define the error message variable

Navigate to “C:\DEV\GD\source\project” and Edit “GD.I” file.
Define the variable for the error message as shown below.

3.Make/Compile “Project”.

Step 3: Specify the error message

Navigate to “C:\DEV\GD\source\eng\resource” and Edit “GDENG.RC” file.
Add the message as shown below.

3.Make/Compile “eng\resource”.

Step 4: Logic Implementation

Navigate to “C:\DEV\GD\source\views” and Edit “GDINIT1.C” file.
Locate “ProcessEtc” method and refer below code for restricting the activation of the module.

3.Make/Compile “views”.

Step 4: Apply and Activate the module

The newly generated file can be found at path “C:\Dev\GD\build32\runtime\”
Copy the all the recently updated files from the runtime folder and paste it in the Sage 300 Programs directory under GD67A folder.
When Sage 300 company is logged in and user tries to activate the module from Data Activation, below error is displayed.

4.The error message pops if the custom module is activated for the company other than SAMLTD, SAMCOM company in our case.

Restricting the Activation ensures that the user doesn’t have access to the custom module for their production company unless purchased the full version of the module. This also helps to avoid unauthorized access of your add-on and consultants can have a demonstration of the functionalities available in the module.

About Us

For more information on Sage ERP – CRM migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

Multiple Browser Tabs in Sage 300cloud ERP 2020

Document Attachment module for Sage 300 v2020 Desktop released now

Sage 300 Web API internal server error

Greytrix Bill of Lading for Sage 300 ERP Version 2020

Migrate AR Credit Note from Sage 100 ERP to Sage 300 ERP

Sage 300 v2020 – New web screen for Payroll Employee Timecards is now available

How to use security authorization for non-admin users

How to install the multiple contacts screen in Sage 300 v2020 PU1

How to set multiple contacts in to AR customer Screen

How to set multiple contacts in to AP Vendor Screen

New Feature to create multiple contacts for customers and vendors in Sage 300 v2020 PU1 – Desktop Version

Migrate Receive Payment from QuickBooks to Sage 300 ERP

How to restrict non-admin users from creating and modifying multiple contact details

Create multiple contacts for customers and vendors in Sage 2020 PU1 – Web Screen

Document Attachment module for Sage 300c v2020 Cloud released now

How to forcibly sign out users who are signed in to Sage 300 v2020 PU 1 web screen

Open windows option introduced in sage 300c V2018

Update Most Recent Cost in Location Details

Create multiple contacts for customers and vendors in Sage 2020 PU1 – Web Screen

How to make NFR Copy or Trial Copy of Sage 300 custom module