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  • administrative services

    The company does legal services to a certain Lawyers, what will be the name for the companies who give the company 1099-NECs? will be customers or it will be consider professional Income Services? Thank you for any advice.
  • Change Order Detail Report/Inquiry

    Looking for a report or inquiry that provides the detail data below. Any suggestions? Job # CO # Cost Code Category Units Price Total Price Cost Total Cost
  • Quarterly Income Statement and Balance Sheet

    Is there an easy way for a novice to produce both an Income Statement and Balance Sheet broken down by Quarter? I've tried to use the Design Feature and I just don't understand it!
  • Report Form- Check

    Hello, I have transferred Sage 100 from my old computer to a new computer and moved my customized forms for printed checks. In doing this step, I had to upgrade Sage from 23.3.23.0 to 25.3.98.0 I tried to pay a vendor using check. However, the spacing…
  • Inventory Receiving Report that shows commit to quantities and the customer

    I am looking for an inventory receiving report that will show which customers to commit the items to. I haven't found anything remotely similar using the standard reports. How can I get something like this created? Currently I only have access to standard…
  • Is there a way to determine what check form was used for a specific payroll run

    We have a customer that says their ssn's are mased on top but not on the bottom check stub. We have several versions of the payroll check forms due to different requirements. Is there a way to know which form they actually used? I can see thier default…
  • Purchases by vendor

    Is there a report for total purchases by supplier? We want to know the total purchases from each vendor for a period in time to know which are our key suppliers.
  • Need a crystal report expert to design new customer report in Sage 300 ERP

    Need a crystal report expert to design new customer report in Sage 300 ERP
  • How do I get a report showing Vendor Statistics for a fiscal year in Sage 300 CRE

    I need to pull a report that shows all of the following information for our past fiscal year: Vendor name, address (CSZ) number of checks, total amount paid to vendor, Type of payment (Check, cc, ACH).
  • Deleted Delivery's

    is there a way to track when & who deleted a delivery on an order? We are having some issues with duplicate deliverys.
  • Sage Intelligence - Server execution failed error (2024 PU1)

    Hi Team I have installed Sage Intelligence for Sage300 Cloud 2024 PU1 when i run the program it comes back with and error Server execution failed. please assist if anyone has come across this
  • Foreign currency translation report

    Hi, I'm new to SAGE, is there any function to navigate the foreign currency translation report?
  • Transactions

    Hello, where can I find the transaction creation history? (Not the date of the transaction, but when it was actually created.) Thank you
  • Auto Generate PO from SO's

    We run this task daily and are coming across some inconsistencies. It appears when purchasing runs this task (we run it per vendor no), it will generate the purchase report, then they will generate the PO after reviewing the report maybe 2-5 minutes later…
  • Printing from screen

    Upgraded to Windows Server 2019 and now when BV Crystal Report is printed to screen, BV selects the first non-redirected printer instead of the workstations' default printer. When the printer is chosen it is only remembered during that session and must…
  • Web screens - cannot print some reports

    Sage 300 V2024 - web screens. Printing some reports and forms result in An Unexpected Error with message "A problem occurred when generating the report. Please try again". This happens with OE forms (Order Confirmation, Shipment, Invoice), PO forms…
  • Check stub with too many invoices

    It's been about 10 years since I've used Sage products and I just started a new job using Sage 300 Premium 2022. I'm having a difficult time printing checks when some of the checks are paying enough invoices that the check stub prints on another page…
  • Sage 300 2023 and Custom Crystal Report

    Failed to retrieve data from the database error is received from Sage user interface when running a custom report created when client bought sage. Report works on sage 2014, 2019, 2020 and 2022 environments but doesnt on 2023 version. At crystal level…
  • 401K Report

    Did payroll this morning and when I went to print my 401K report to upload that information to our plan the report is missing! It is always under the payroll tab and towards the top...gone...looked through all other tabs and I don't find. Any ideas what…
  • CRM- Notifications

    How do you print your notifications/alerts in the CRM system on a word document?
  • Email SO Invoices with Attachments

    I know how to add attachments to emailed invoices, but I understand all recipients get the same attachment. How do I email invoices, each with it's own unique attachments?
  • ROE's with RSP's

    I have a problem that when entering the information through Sage for an ROE before uploading to CRA, On the Sage side if an employee has RSP's a portion paid by the Employer, it includes it in the Gross Income when you run reports but the ROE itself excludes…
  • SAGE 300 - GL - Financial Reporter Design Horizontal

    Hi Support We have an FR reporter that is written by segments code in vertical format per outlet. We want to achieve the same format in horizontal format. Is there a way to achieve this. CURRENT FORMAT - Department listed in vertical format …
  • Reprinting Payroll Stubs for employees

    I need to give an employee a history of their last 4 pay stubs. They did not save them. How can I do this?
  • School Tax

    How do I set up the School Tax for the end of the year forms. When I printed out the Employer W2 to send to social security The school tax Wages it added the employee that pays school tax twice.