Sage 300 2020 Release Notes

Thank you for choosing a Sage business management solution.

These release notes contain important information about Sage 300, including information about product changes that are not in the documentation.

Product updates contain modified versions of one or more Sage 300 program components. A product update is not a full upgrade or a product replacement. Each product update is valid only until we release the next product update or the next version of Sage 300.

Depending on your purchase agreement, some features described here may not be available in your product.

What's new in Product Update 6

This section contains a summary of new features and changes in Product Update 6.

General improvements

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

  • Improvements to bank feeds. On the Reconcile E-Statements screen:
    • When automatically reconciling transactions from a bank feed, the system now tries to match transactions in more ways than it did previously. Transactions will now match if certain information in Sage 300 is in the Comment 2 field in the e-statement, even if the Comment 2 field includes additional information (for example, if the payment description in Sage 300 is Check 900 and the Comment 2 field in the e-statement is Invoice 2286 Goods - Check 900).
    • Transactions downloaded using a bank feed have a Bank Cleared Date based on your local time.

      Note: In web screens, the "local" time comes from the system where Sage 300 is running, which may be different from the time on your system.

Sage 300cloud web screens improvements

This product update includes the following new features and improvements in Sage 300cloud web screens:

  • Improved process for printing reports. When printing a report from a report screen or a home page widget, a preview of the report is no longer displayed in the SAP Crystal Reports® viewer. Instead, the Export Report screen appears in a new browser tab, and provides options for saving the report to a file. To print a physical copy of the report, save to a PDF and then print to your printer from the PDF.

    This change does not affect the process for printing customized SAP Crystal Reports® opened from the Reports list.

Microsoft 365 integration with Sage 300

The Sage Contact app (for viewing and managing Sage 300 customer information within Microsoft Outlook) is no longer supported.

What's new in Product Update 5

This section contains a summary of new features and changes in Product Update 5.

Sage 300 desktop screens improvements

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

  • Customize visual process flows. You can once again create and change custom process flows, though the specifics of how you do this have changed. For details, see the help for Visual Process Flows.

What's new in Product Update 4

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

General improvements

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

  • Updated 1099 tax reporting. For tax year 2020, Nonemployee Compensation is reported in box 1 on a new 1099-NEC form (instead of box 7 on the 1099-MISC form where it was reported previously). On the A/P Print 1099/1096 Forms screen, you can now print to the new 1099-NEC form, as well as updated versions of the 1099-MISC and 1096 forms.
  • Improved 1099/CPRS codes. 1099/CPRS codes no longer correspond to specific box numbers on forms, because these box numbers may change from year to year (which has happened with several boxes in tax year 2020, including the change to Nonemployee Compensation discussed above).

    Instead of using the code as an indication of the box number where amounts should be reported, for each code you now specify a type of payment (or other amount) to be reported on 1099/CPRS forms. When you print a form for a specific tax year, amounts are automatically printed in the correct boxes for that year.

    To continue using your existing 1099/CPRS codes, update each of them by specifying a tax reporting type (1099 or CPRS) and an amount type. Also, consider creating 1099/CPRS codes with meaningful names for your next reporting cycle (for example, if you currently use code 7 for Nonemployee Compensation, you might replace this code with one named NEC). If you create new codes, ensure that you assign them to vendors in Accounts Payable.

    Note: If you upgrade to Sage 300 2021, ensure that you upgrade to a product update that supports these changes: 2021 Product Update 1 or newer.

Sage 300 desktop screens improvements

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

  • Updated visual process flows. We have redesigned Visual Process Flows so they no longer require Adobe Flash, because Flash will not be supported after December 2020. This release includes updated versions of the process flow templates that were available previously. You can use these templates as well as any custom process flows that you already have. However, in this release you cannot create or change process flows. The ability to customize process flows will be restored in a future release.

    Also, some things in your custom visual process flows may be different or missing. For details, see Sage Knowledgebase article 107531.

What's new in Product Update 3

This product update includes fixes to both Sage 300cloud web screens and Sage 300 classic desktop screens. For details, see Product Update 3 program fixes.

Important! If you use Sage 300cloud web screens, some versions of Windows are no longer supported because IIS does not start when using these versions of Windows. For more information, see Sage Knowledgebase article 106643.

What's new in Product Update 2

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

General improvements

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

  • Use online bank feeds to reconcile bank accounts. Bank feeds make it fast and easy to get transactions from your bank, and they’re supported by most major banks.

    The Reconcile OFX Statements screen is now the Reconcile E-Statements screen. You can use this screen to get electronic statements in either OFX format or from bank feeds.

  • General Ledger integration with Tax Services. Integrating General Ledger and Tax Services allows you to enter tax amounts in G/L journal entries. The tax amounts are posted to Tax Services so they appear in the Tax Tracking report. You can also include them in the following G/L reports:
    • G/L Batch Listing report
    • G/L Posting Journals report

    Note: To use this feature, during installation select Subscription Features on the Select Features screen.

  • Print T5018 (CPRS) forms on plain paper. If your company operates in Canada and needs to file T5018 (CPRS) forms, you can now print these forms on plain paper. Previously, you could print only to official CPRS forms.

Sage 300cloud web screens improvements

This product update includes the following new features and improvements in Sage 300cloud web screens:

  • Company colors. If you use Sage 300 to manage multiple companies, you can assign a unique color to each company to make it easier to see which company's information you are viewing and avoid data entry errors. Previously, company colors appeared only in classic screens. Now they also appear in web screens, at the top of the Sage 300cloud home page and screens.

    Note: This feature is available only in programs created using the Sage 300 Software Development Kit (SDK). If you use integrated programs that were not created using the Sage 300 SDK, company colors will not appear in screens for those programs.

    You set up company colors using Sage 300 Database Setup. For more information, see Assigning Company Colors.

  • Enter long comments for order details. For order details on the O/E Order Entry screen, you now enter information in the Comments/Instructions field in a box instead of a table. This allows you to enter long comments without splitting them into multiple rows in a table.
  • Specify BOM numbers on order details. On the O/E Order Entry screen, when entering an order detail for a Bill of Material (BOM), you can now specify a BOM number in the Kit/BOM field.

What's new in Product Update 1

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

General improvements

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

  • Multiple contacts for customers and vendors. You can now set up multiple contacts for customers (including national accounts) and vendors. For each customer and vendor, you can then set up Sage 300 to email A/P, A/R, O/E, and P/O documents to some or all of the contacts for the customer or vendor.

    If you have integrated Sage 300 with Microsoft 365 or with Sage CRM, the new contacts are supported in the Sage Contact app for Outlook 365 and in Sage CRM.

    For more information, see About Contacts.

Sage 300cloud web screens improvements

This product update includes the following new features and improvements in Sage 300cloud web screens:

  • New look. We’ve updated the visual appearance of Sage 300cloud web screens so information is clearer and more accessible, making the system easier to use for experienced users, and faster to learn for new users.

Sage 300 classic screens improvements

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

  • Forcibly sign out users who are signed in to web screens. On the Current Users screen, the Administrator user can now forcibly sign out users who are signed in to web screens.

CRM Integration improvements

Most of the fields on the Company Summary page in Sage CRM are now synchronized with Sage 300. (Previously, a smaller number of these fields were synchronized.)

Important!

After installing this product update, you must upgrade your CRM integration as follows:

  • Install the Sage CRM integration for Sage 300 2020.1, which is available on Sage Knowledgebase article 45434.
  • Uninstall and then reinstall the Sage CRM Synchronization Component. (Use the Sage CRM Workstation Setup screen in Sage 300 to install the Sage CRM Synchronization Component.)

What's new in Sage 300 2020

This section contains a summary of new features and changes in the 2020 release.

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 the classic 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 Payroll Employee Timecards web screen. The Payroll Employee Timecards screen is now available in web screens, allowing you to enter and manage employee timecards.
  • Run Sage 300cloud in Multiple Browser Tabs. You can now run Sage 300cloud in multiple browser tabs or windows at the same time.
  • Improved support for French and Spanish languages. French and Spanish characters can now be entered in all fields in web screens. (Previously, some fields did not support this.)

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

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

If you use Sage Intelligence Reporting Cloud, we recommend that you configure Sage 300cloud web screens to run in a secured environment using digital certificates. If you do not, warnings will appear in your browser each time you start Sage Intelligence Reporting Cloud. For more information, see Sage Knowledgebase article 84797.

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.

Sage 300 classic screens improvements

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

  • Improved help. We've updated Sage 300 help to make it easier for you to find important information and instructions:
    • Search results are more relevant and include topic excerpts to help you find what you're looking for. Also, you can now use internet search engines to find information in the help.
    • Help topics are more readable, and the help has a fresh, modern look and feel.
    • You can view the new help in a browser on any device with internet access, even if you don't have Sage 300 open.

    The new help is available only online, but you can download a copy from Sage Knowledgebase article 99001.

  • See web screens users on the Current Users screen. You can now see who is signed in to web screens.

CRM Integration improvements

When you create or change an order entry transaction that is linked to a CRM opportunity, a corresponding communication record is automatically created in Sage CRM. This feature works whether you create or change the transaction in Sage 300 or Sage CRM.

Note: If you do not want communication records to be automatically created as described above, you can turn off this feature by selecting the Suspend O/E Communication Integration to Sage CRM option on the Sage CRM Setup screen.

Technical information

This section provides information about program fixes, product contents and requirements, recommendations, and other technical information.

Product Update 6 program fixes

The following sections describe program fixes included in Product Update 6.

Signing in to Web Screens

Fixed a problem that could occur when signing in to Sage 300cloud web screens, which required you to sign in twice.

Accounts Receivable

Fixed a problem on the Create Interest Batches screen that occurred if you have optional fields that are set up as required. Regardless of whether or not you entered information in these fields, an “optional field is missing” message appeared and prevented you from creating interest batches. (Reference #8008709438)

Product Update 5 program fixes

The following sections describe program fixes included in Product Update 5.

Importing and Exporting

Fixed a problem in Sage 300 desktop screens that could cause a “Download and install the Microsoft Data Access Component” message to appear when importing or exporting data. This problem occurred if the Region for your computer is set to French (Canada) in Windows. (Reference #8008489587)

Accounts Receivable

  • In Sage 300 desktop screens, if Accounts Receivable is integrated with General Ledger and the integration is set up to include descriptions for invoice details in G/L journal entries, when you post a job-related invoice from Accounts Receivable, the G/L journal entries that are automatically created include the correct descriptions for invoice details. (Reference #8008266755)
  • Fixed a problem in Sage 300cloud web screens that could prevent you from opening the Aged Trial Balance report. This problem occurred if a “Yes/No” type optional field with no default value specified is set up for Customers, National Accounts, and Customer Groups on the A/R Optional Fields screen. (Reference #8008489730)

Accounts Payable

  • On the Invoice Entry screen in Sage 300cloud web screens, you can save tax amounts that you enter manually. (Reference #8008426222)
  • Fixed a problem in Sage 300cloud web screens that could prevent you from opening some reports: Vendor Transactions, Aged Payables, Aged Cash Requirements, Letters/Labels. This problem occurred if a “Yes/No” type optional field with no default value specified is set up for Vendors and Vendor Groups on the A/P Optional Fields screen. (Reference #8008457744)
  • In Sage 300 desktop screens, if Accounts Payable is integrated with General Ledger and the integration is set up to include descriptions for invoice details in G/L journal entries, when you post a job-related invoice from Accounts Payable, the G/L journal entries that are automatically created include the correct descriptions for invoice details. (Reference #8008266755)
  • In Sage 300 desktop screens, files generated from the 1099 Electronic Filing screen do not include “B” records unless they contain amounts for 1099-MISC or 1099-NEC. (Reference #8008548763)

General Ledger

Fixed a problem with Financial Reporter that caused Excel to stop responding when using the FRDESC or FRSDESC function in a financial statement that is set up to create separate reports for different account number segments (instead of a single, consolidated report). (Reference #8008374226)

Inventory Control

  • In Sage 300cloud web screens we’ve improved the performance of the Item Pricing screen, so that when you select an item in the Item Number field, information for that item is displayed faster. (Reference #8008396099)
  • In Sage 300 desktop screens, if you create an O/E shipment that includes a kitting item with lotted components, correct quantity information for those lotted components appears in the Quantity Reserved for Order field on the I/C Lot Number Inquiry screen. (Reference #8008472107)
  • Fixed a problem in Sage 300cloud web screens that could prevent you from opening some reports: Alternate Items, Item Status, Markup Analysis, Price Lists, Sales Statistics, Selling Price/Margin Analysis, Slow Moving Items. This problem occurred if a “Yes/No” type optional field with no default value specified is set up for Items on the I/C Optional Fields screen.

Project and Job Costing

  • Fixed a problem that could cause the Costs screen to stop responding after you enter MGTLABOR or SUBCONTR in the Category field. (Reference #8008434965)
  • Fixed a problem on the Contract Maintenance screen that could occur when you add a project to a contract, which caused some fields and information to disappear from the Totals tab. (Reference #8008448917)

    After installing this Product Update, if the missing information still does not appear, try the following:

    1. On the Project Maintenance screen, change and then save any project.
    2. On the Contract Maintenance screen, save the contract.

Sage CRM Integration

  • In Sage CRM, if you change an O/E quote or order that was originally created in Sage 300, an opportunity ID is not created for the quote or order. (Reference #8008490418)
  • When exporting persons from Sage CRM to Sage 300, if a problem with one of the person records prevents it from being exported, the record is skipped and the remaining person records are exported. Also, if the problem is that there is no link between the Sage CRM person record and a Sage 300 contact record, the system will try to create a link by matching contact information in records. (Reference #8008465356)

Ops Inquiry

We've improved the performance of the IC Item Inquiry screen so that information on the Price tab is displayed as soon as you open that tab. (Reference #8008412278)

Product Update 4 program fixes

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

Synchronization Between Web Screens and Desktop Screens

Fixed a problem that occurred if you changed a customer’s phone number in Sage 300cloud web screens—on the O/E Ship-To Address screen, O/E Customer Bill-To Address screen, or A/R Ship-To Location Information screen—which caused the updated phone number to be formatted incorrectly in desktop screens. (Reference #8008339169)

Comments for A/R Customers and A/P Vendors

In Sage 300cloud web screens, on the Comments tab of the A/R Customers and A/P Vendors screens, comments that include line breaks (you press Enter or Shift+Enter to create a new line of text in the comment) can be saved correctly. Previously, line breaks were removed when you saved comments. (Reference #8008314858)

Bank Services

In Sage 300cloud web screens, on the Check Stocks tab of the Banks screen, Checks Then Advices is now available to be selected in the Stock Type field. (Reference #8008374342)

General Ledger

  • Fixed a problem in Sage 300cloud web screens that prevented you from printing the Transactions Listing report for a range of periods ending with ADJ (Adjustment) or CLS (Closing). (Reference #8008368359)
  • On the Journal Entry screen in Sage 300cloud web screens, if there is a detail in the table and you create a new detail in Quick Entry Mode, the new detail uses the same date as the previous detail. (Reference #8008353016)

Sage CRM Integration

Fixed a problem that occurred if Sage 300 Order Entry is not activated, which prevented you from unlinking Sage CRM companies from Sage 300 customers. (Reference #8008415957)

Product Update 3 program fixes

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

Web Screens Performance

Fixed a problem that could cause delays of up to a few minutes in Sage 300cloud web screens when loading the sign in page or when signing out. This problem occurred if you have a large number of companies set up in Sage 300.

Printing Reports in Web Screens

When viewing Sage 300cloud web screens using Chrome version 83 (or newer) as your browser, you can print and export reports to files.

System Manager

  • On the Current Users screen, user names that include Thai characters are now displayed correctly.
  • Fixed a problem that could incorrectly cause the Windows Event Viewer to display error messages related to Sage 300.

Accounts Receivable

Fixed a problem in Sage 300cloud web screens that could occur when using the Detail Taxes screen to edit invoice details, which caused an error message to incorrectly appear if you changed the Tax Class or Tax Included field for a detail.

Accounts Payable

On the Invoice Entry screen in Sage 300cloud web screens, we fixed some problems related to entering and changing tax information for invoice details:

  • You can now change tax classes for multiple invoice details.
  • The Taxes screen now shows the tax information for the selected invoice detail. (Previously, it sometimes showed tax information for a different invoice detail.)

General Ledger

When you create a new year (on the Create New Year screen), the year-end date is automatically entered as the document date and posting date for the transactions that are created to close income and expense accounts. Previously, the session date was entered instead of the year-end date.

Inventory Control

Fixed a problem on the I/C Transfers screen in Sage 300cloud web screens, which prevented you from entering some special characters (such as – or /) in the Item Number field.

Purchase Orders

On the Requisition tab of the Requisition Entry screen in Sage 300cloud web screens:

  • Fixed a problem that could prevent you from entering more than two details. This problem occurred if you did not use the Finder to enter item numbers for details.
  • Fixed a problem that occurred if you selected the Item Number field for a detail and then pressed Tab, which caused the previous field for the detail to be selected. Now, when you press Tab the next field for the detail is selected.

Order Entry

Fixed a problem in Sage 300cloud web screens that could prevent you from posting an order that had previously been posted. This problem could occur if you deleted and then inserted optional fields for the order, and then tried to post the order again.

Payment Processing

  • Fixed a problem in Sage 300cloud web screens that prevented you from processing payments from a credit card if the Card ID includes spaces.
  • Fixed a problem in Sage 300cloud web screens that prevented you from processing payments from a customer whose zip code is more than 9 characters long (for example, if the zip code includes a hyphen).
  • In Sage 300cloud web screens, you can now set up credit cards and process payments when using version 84 (or newer) of the Chrome browser. For more information about using Chrome 84 with Sage 300, see Sage Knowledgebase article 106348.

Sage CRM Integration

  • When you promote a quote to an order, information in the Order Description and Reference fields remains. (Previously, any information in these fields was removed.)
  • Fixed a problem that occurred after posting a new quote or order for a customer with a customer number that includes an & (ampersand), which prevented the new quote or order from appearing in the Quote Summary or Order Summary screens.
  • Fixed a problem that could cause Sage CRM to stop responding when you posted an order or printed an order confirmation from Sage CRM. This problem occurred if multiple people were posting orders from Sage CRM at the same time.
  • When promoting a Sage CRM company to a Sage 300 customer, you can now specify a customer number that includes spaces.
  • Fixed a problem that occurred when posting a customer number change or vendor number change, which caused the customer/vendor number to be changed in Sage 300 but not in Sage CRM.
  • Fixed a problem that prevented you from opening Sage 300 screens in Sage CRM if you have Sage 300 and Sage CRM installed on different servers.
  • Fixed a problem that prevented you from using Sage 300 screens in Sage CRM when using version 84 (or newer) of the Chrome browser. For more information about using Chrome 84 with Sage 300, see Sage Knowledgebase article 106348.

Ops Inquiry

  • Fixed a problem on the Detail tab of the OE Shipment Inquiry screen that prevented shipment details from being displayed.
  • When you open a finder, it displays the same criteria you specified the last time you used the finder.

Sales Analysis

When you open a finder, it displays the same criteria you specified the last time you used the finder.

Customer Number Change

Fixed a problem that prevented you from importing change list entries.

Vendor Number Change

Fixed a problem that prevented you from importing change list entries.

Sage 300 Intelligence Reporting

You can use Sage 300 Intelligence Reporting on its own (outside Sage 300) without affecting Lanpak usage in Sage 300.

Product Update 2 program fixes

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

Emailing Documents

Fixed a problem that could occur if you email documents from Sage 300 using SMTP, which could cause documents you emailed to have an incorrect “tmp” file name.

Invoices for Additional Costs

If you have a P/O receipt for which the document date and posting date are different, and there is an additional cost for the receipt, the P/O invoice generated by the receipt for the additional cost has the correct document date and posting date. Previously, the document date from the receipt was used as the posting date for the additional cost invoice. Also, when you ran day-end processing, the additional cost invoice with the incorrect posting date was transferred to Accounts Payable.

Order Entry

  • Fixed a problem that could prevent a credit warning from appearing if you try to post a transaction for a customer who belongs to a national account, and posting the transaction would exceed the national account’s credit limit.
  • Fixed a problem in Sage 300cloud web screens that could occur on the Order tab of the Order Entry screen, which prevented you from using the finder in the Item Number / Miscellaneous Charge field in the detail table. This problem occurred only if you typed something in the field before trying to use the finder.

Project and Job Costing

Fixed a problem that occurred if you have a timecard user who is not assigned to a PJC employee, which allowed the timecard user to see timecards for all employees.

Sage CRM Integration

In Sage CRM, if you create a quote or order for a company that has not been promoted to Sage 300, the address specified for the company appears in the Sold To box on the quote/order.

Note: In Sage CRM, you can no longer enter or change information on the Customer Bill-To Address screen.

Ops Inquiry

  • Fixed a problem on the OE Invoice Inquiry screen, which could prevent payment amounts from appearing on the Pays/Adjs tab.
  • Fixed a problem that prevented you from using Ops Inquiry except when running Sage 300 as the Windows administrator user.

Sales Analysis

Fixed a problem that prevented you from using Sales Analysis except when running Sage 300 as the Windows administrator user.

Product Update 1 program fixes

The following sections describe program fixes included in Product Update 1.

Finders

Fixed a problem in Sage 300cloud web screens that prevented you from using finders in tables when using version 76 or 77 of the Chrome browser.

Datapiped Reports

Fixed a problem in Sage 300cloud web screens that could occur if someone printed a datapiped report. The effects of this problem varied (for example, it could prevent you from posting, could cause IIS to stop working, or could cause the web screens to stop responding).

System Manager

  • Fixed a problem in Sage 300 classic screens that could cause some fields to be displayed incorrectly, particularly on the A/R Options and A/P Options screens.
  • Fixed a problem on the Security Groups screen in Sage 300cloud web screens that could cause the list of choices in the Application field to include some apparently duplicated items, but they were not really duplicates because they did not have the correct security authorizations. This problem occurred only if you use third-party programs integrated with Sage 300.
  • Fixed a problem on the User Authorizations screen in Sage 300cloud web screens that could cause the table to include some apparently duplicated applications, but they were not really duplicates because they did not have the correct security groups. This problem occurred only if you use third-party programs integrated with Sage 300.

Accounts Receivable

Fixed a problem in Sage 300cloud web screens that prevented you from adding new customer records if the Keep Statistics option (on the Options screen) was not selected.

Accounts Payable

  • Fixed a problem that could occur in Sage 300cloud web screens if you use multicurrency accounting, which could prevent you from opening some invoice batches from the Invoice Batch List screen. This problem occurred for an invoice batch if a required exchange rate was not set up for one or more of the invoices in the invoice batch.
  • Fixed a problem on the Invoice Entry screen in Sage 300cloud web screens that could incorrectly cause a “Value for Invoice Details optional field has not been set” message to appear after you entered information in the Distribution Code or Distribution Amount fields. This problem occurred if you use optional fields on invoice details, and No was entered in the Value Set field for any of these optional fields.

General Ledger

  • Fixed a problem that prevented you from posting G/L transactions provisionally if you use Spanish as your Sage 300 user language.
  • Fixed a problem in Sage 300cloud web screens that could occur when you selected a report format on the Chart of Accounts report, which caused a different report format to be selected. This problem occurred only in single currency systems.

Purchase Orders

If you use Purchase Orders as a stand-alone program (without Inventory Control), you do not need to run day-end processing before upgrading to a newer version of Sage 300.

Sage CRM Integration

  • When promoting a company to Sage 300, you can now include special characters (such as & or $) in the customer/vendor number.
  • Fixed a problem on the Quotes tab for Opportunities, which could occur when promoting a quote to Sage 300 by clicking Promote to Order. The problem prevented the ship-to location for the quote from being automatically set as the ship-to location for the Sage 300 order.

Ops Inquiry

The IC Item Inquiry screen now opens faster.

General information

Compatibility with other programs

Compatibility changes in this release include:

  • For Sage 300cloud web screens, Internet Explorer is no longer a supported browser.
  • You can no longer import and export data in the following formats:
    • Older versions of Access (versions older than Access 2007)
    • Excel 5.0
    • dBase 5.0

For a complete list of compatible programs, database platforms, and operating systems, see the Sage 300 2020 Compatibility Guide, available from Sage Knowledgebase article 26777.

Known issues

Installing Sage 300

For detailed instructions on installing Sage 300, see the Sage 300 Installation and Administration Guide.

Important!
  • To avoid possible data corruption issues, if you upgrade to a later version of Sage 300 or Sage 300cloud, you must install all released product updates for that version before activating your data.

    If you use Sage 300cloud web screens, you must also:

    1. Activate data for all company databases that use the same system database before signing in to web screens.
    2. Run IISRESET as the Windows administrator user.
  • Sage 300 Payroll 7.3 is compatible with Sage 300 2020. However, it must be installed separately.

Installing product updates

After installing a product update:

  • If you use Sage 300cloud web screens, you must use Database Setup to configure the Portal database again.
  • If you use Sage CRM integrated with Sage 300, you must upgrade your CRM integration as follows:
    • Install the Sage CRM integration for Sage 300, which is available on Sage Knowledgebase article 45434.
    • Uninstall and then reinstall the Sage CRM Synchronization Component. (Use the Sage CRM Workstation Setup screen in Sage 300 to install the Sage CRM Synchronization Component.)
  • If you use Sage Intelligence Reporting Cloud, you must customize some Sage 300 program files, and then you must reset IIS. For more information, see Sage Knowledgebase article 84722.
  • You should clear your browser’s cache. (Some fixes included in the update may not take effect until you do.)
  • On any workstations you use, you must reinstall workstation setup as the Windows administrator user if:
    • The product update includes changes to workstation setup.
    • An earlier product update includes changes to workstation setup, and you have not previously installed that product update or any other subsequent product update.

      Example: Suppose that the current Product Update is 5. Product Update 2 includes changes to workstation setup, and the other product updates do not. You have been using Product Update 1. You did not install Product Update 2, 3, or 4. You have now installed Product Update 5. To update your workstations with the changes to workstation setup that were included in Product Update 2, you must reinstall workstation setup.

    The following product updates include changes to workstation setup:

    • Product Update 2
    • Product Update 3
    • Product Update 6

Removing Sage 300

Before removing Sage 300, you must:

To remove Sage 300 2020 programs:

  1. In Windows' Control Panel, click Programs And Features.
  2. Open Uninstall Or Change A Program, and then:

    • To remove all Sage 300 programs, double-click Sage 300 2020.
    • To remove individual Sage 300 programs:

      1. Click Sage 300 2020, and then click Change. (Do not double-click Sage 300 2020.)
      2. Click Modify, and then use the Select Features screen to select the programs you want to install and clear the selections for programs you want to remove.

Sage 300 Payroll

Sage 300 2020 includes Canadian and US Payroll. For more information, see the related release notes, which you can find on the Sage 300 Product Documents website.

Note: Canadian and US Payroll may not be available in all regions.

Sage 300 Intelligence Reporting

Sage 300 2020 includes Sage 300 Intelligence Reporting. For more information and help with getting started, see Sage Intelligence Learning.

Known issues

Sage Intelligence Reporting Cloud

Sage Intelligence Reporting Cloud is a financial reporting tool integrated with Sage 300cloud.

To use Sage Intelligence Reporting Cloud:

We recommend that you configure Sage 300cloud web screens to run in a secured environment using digital certificates. If you do not, warnings will appear in your browser each time you start Sage Intelligence Reporting Cloud. For more information, see Sage Knowledgebase article 84797.

Sage 300 Software Development Kit

This section lists improvements and fixes for the Sage 300 Software Development Kit (for desktop screens) and the Sage 300 Web Software Development Kit (for web screens).

Sage 300 2020 Product Update 6 improvements and fixes

When retrieving information from the Sage 300 Web API, you can:

  • Use enum filtering to refine which records are found as results.
  • Specify what information is retrieved from the records that are found as results.