Frequently Asked Questions

• Web screens are redesigned versions of Sage 300 desktop screens that you use in a web browser. You open web screens from a new browser-based home page, which also features widgets that you can customize to display key business information.
• The Sage 300 Portal provides access to Sage 300 desktop screens in a web browser. It features a Shortcuts toolbar, snapshots of your accounting data, and the Sage 300 ad hoc Inquiry tool.
• Web deployment provides a web-based platform for accessing Sage 300 desktop screens using IIS and remote access technology (Microsoft .NET Framework or Distributed COM remoting). Web deployment is not required in order to use Sage 300cloud web screens.

Not yet. The Portal is still available in Sage 300, and is still required if you use the quotes-to-orders feature in Sage CRM.

Web screens use the Portal database, so if you already use the Portal, you do not need to create or set up a new database to start using web screens. For more information, see Installing Sage 300cloud Web Screens.

Not all modules and screens from the Sage 300 Desktop are available as web screens.

A selection of frequently used screens from the following Sage 300 modules are available as web screens, with more screens planned for upcoming releases:

• Administrative Services
• Common Services
• Bank Services
• Tax Services
• General Ledger
• Accounts Payable
• Accounts Receivable
• Inventory Control
• Order Entry
• Purchase Orders
• Payment Processing

For a list of available web screens, see List of Sage 300cloud Web Screens .

While most of the web screens are similar to their counterparts in the Sage 300 Desktop, the new screens have been redesigned to work in a browser and deliver an improved user experience.

Among other changes, we've spelled out potentially confusing abbreviated labels, revised messages so they're simpler and friendlier, and redesigned a number of controls on the user interface to streamline and simplify tasks.

Yes, you can. For example, if you have customized some desktop screens, you can continue to use those while using the web screens for other tasks.

You do not need to install any software other than a web browser. However, all computers or devices that will be used to access the web screens must be connected to the network on which the Sage 300 server is running.

Each user can sign in to web screens in only one browser window or tab at a time. If you want to use web screens in multiple browser windows or tabs, as a workaround, you can sign in using different browsers, such as Chrome and Firefox.

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.

Yes.

Yes.

Yes.

No. To manage intercompany transfers, use Sage 300 desktop screens.

No. To manage projects and jobs, or to process job-related transactions, use Sage 300 desktop screens.

Yes. A selection of frequently used screens from Inventory Control, Order Entry, and Purchase Orders are available as web screens, with more screens planned for upcoming releases.

Web screens use SAP Crystal Reports® to generate reports.

Sage Intelligence Reporting Cloud is available in web screens. For more information, see About Sage Intelligence Reporting Cloud.

To use Sage Intelligence Reporting Cloud, users must be assigned to a security group with Financial Reporter security authorization for Sage 300 General Ledger and Sage 300 Web API security authorization for Sage 300 Common Services.

Yes, with exceptions. If you have customized versions of the standard forms and reports included with Sage 300, they will be available in web screens, as long as the report file name has not been changed. You can also use the Reports list to create a list of links to the custom reports you and your team use most often.

For current information about minimum system requirements, see the Compatibility Guide.

You can use any computer or device with a current web browser to view and use web screens.

The screens are not optimized for display on mobile devices, so are not currently recommended for use on a tablet or mobile phone.

Current versions of the most popular web browsers are supported.

For details, see the Compatibility Guide.

No. Web screens use Microsoft .NET and Internet Information Services (IIS).

The existing Sage 300 Portal uses Apache Tomcat, and is still required to support the quotes-to-orders feature in Sage CRM.

Yes, with exceptions. If you have customized versions of the standard forms and reports included with Sage 300, they will be available in web screens, as long as the report file name has not been changed. You can also use the Reports list to create a list of links to the custom reports you and your team use most often.

All existing customizations are supported in desktop screens, but not in web screens.

Most web screens can be customized by administrators using the Customize menu option. Partners and ISVs can use the Software Development Kit (SDK) and Web Application Program Interface (API) to create custom services and features for Sage 300cloud web screens.

Macros are not supported in web screens, but are still supported in desktop screens.

Modifying these files to make changes to web screens is not supported.

You can continue to modify these files to make changes to the Sage 300 Desktop.

Yes, an SDK is available for Sage 300 web screens, as well as a Web Application Program Interface (API).

To download documentation and get started, see Sage Knowledgebase article 75211.

For more information about Sage Development Partner Programs, visit the Sage Development Partners website.