Sage 300 2017 Product Update 1 Release Notes

Product Update 1 contains a modified version of one or more Sage 300 program components. It is not a full upgrade or a product replacement. It 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.

Microsoft .NET Framework Update

Sage 300 and Sage 300cloud 2017 require Microsoft .NET Framework 4.6.2. If you have not installed .NET Framework 4.6.2, you will be prompted to install it during installation of this product update, and you will need to restart your computer after installation is complete.

• To download and install Microsoft .NET Framework 4.6.2, visit Microsoft Download Center article 53344.
• For more information, see Knowledgebase article 78004.

Updating Programs

After installing this product update:

• You must uninstall and then reinstall workstation setup on any workstations you use.
• If you use Sage 300cloud web screens, you must use Database Setup to configure the Portal database again.
• You should clear your browser’s cache. (Some fixes included in the update will not take effect until you do.)

  If you use Web Deployment, you may also need to delete some downloaded files to ensure that this product update is installed correctly.

  For more information, see Knowledgebase article 34330.

Upgrading to Later Versions

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 activate data for all company databases that use the same system database before signing in to web screens.

Compatibility with Sage Programs

For a complete list of compatible programs, database platforms, and operating systems, see the Sage 300 2017 Compatibility Guide in the Sage Knowledgebase.

2016 U.S. Tax Forms

For the 2016 tax year, the IRS has not made changes to the 1099-MISC paper forms or electronic filing format. This product update has no changes to the Print 1099/1096 Forms screen or the 1099 Electronic Filing screen.

Known Issues

• If you use Sage 300cloud web screens but have not configured them to use HTTPS, the first time you open Sage Intelligence Reporting Cloud from web screens, a warning message informs you that your connection is not private. You can safely disregard this message and proceed to Sage Intelligence Reporting Cloud.

  Note: For your security, Sage recommends configuring web screens to use HTTPS. For more information, see Chapter 5 "Configuring Sage 300 Web Screens or Portal" in the Sage 300 Installation and Administration Guide.

• When using the Notes screen on the Sage 300 classic desktop:

  • When adding or editing a note, the text editing area and toolbar appear only if you have enabled active scripting and scripting of Java applets in Internet Explorer security settings. For more information, see Knowledgebase article 76898.
  • The Notes screen does not appear correctly if you use the Medium - 125% display size (specified in Windows control panel). For more information, see Knowledgebase article 76926.
• When previewing reports in Sage 300cloud web screens, information in some reports is not aligned correctly. To work around this issue, export the report to PDF format. For more information, see Knowledgebase article 76337.
• If you use the Web Deployment option, when signing in for the first time after upgrading to Sage 300 2017 from an earlier version, the Sage 300 Web Session Manager prompts you to install an earlier version of Sage 300 .NET Libraries instead of Sage 300 .NET Libraries 2017. For instructions on how to work around this issue, see Knowledgebase article 76601.
• Sage 300 uses components of Microsoft Internet Explorer to display help topics. If the Enhanced Security Configuration setting is turned on for your browser, you will receive an error message when you try to display certain help topics. To display help correctly for all topics and to prevent the error message, you must add the following site to the list of Trusted sites in Internet Explorer: about:security_A4WCONTAINERXP.EXE.
• If you are using Sage 300 on a workstation in a client-server environment, you could have trouble viewing help. For example, your browser might display the message "Page cannot be displayed." For a solution, see Sage Knowledgebase article 18477, or Microsoft support article 896054.

Product Update 1 New Features and Enhancements

The following sections describe new features and enhancements included in Product Update 1.

Sage 300cloud Web Screens

If you use Sage 300cloud web screens, the following new web screens and features are available:

• Sage Intelligence Reporting Cloud. Sage Intelligence Reporting Cloud is a business intelligence solution that helps you gain better visibility into your business with dynamic financial reports that you can export and customize in Microsoft Excel or Excel.
• Redesigned toolbar and menus give you more space. We've improved the design of the web screens toolbar and menus to give you a little more room to work.
• User-specific customization of web screens and the Reports list. This release includes a new UI Profiles web screen that you can use to define groups of users (you create a UI profile and then assign users to it). When adding a report link to the Reports list, you specify which groups of users (UI Profiles) will see the report. When customizing a web screen, you specify which groups of users (UI Profiles) will see the customized version of the screen.

  Warning! This product update removes any existing customized versions of web screens. After installing this update, you must recreate any customizations that existed previously.

• Import and manage customizations for web screens. If you or your Sage business partner use the Sage 300 Web Screens SDK to create customizations for web screens, new administration screens enable you to import customization packages and manage individual customizations.
• New General Ledger web screens and features. This release includes additional web screens from General Ledger (Account Permissions and Create Revaluation Batch) that you can use to set up account permissions and manage currency revaluation.

Sage 300 Classic Screens

We've added a Live Chat button to the ribbon on the Sage 300 desktop to make it easier for you to contact our friendly support team.

For more information on new features and enhancements, see What's New in Sage 300 2017.

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Product Update 1 Program Fixes

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

Importing and Exporting

• Fixed a problem that could prevent you from importing data to a Sage 300cloud web screen after exporting the data from the corresponding desktop screen. (Small differences in field names in the exported Excel file caused the import to fail.)

System Manager

• Fixed a problem that could cause unexpected characters to appear in a database’s description in Database Setup. The problem occurred if the Doing Business As field in the Company Profile was blank. For more information, see Knowledgebase article 78374.

Bank Services

• If a transaction is cleared on the Reconcile Statements screen, you cannot select and reverse the transaction on the Reverse Transactions screen. To reverse a transaction on the Reverse Transactions screen, you must first use the Reconcile Statements screen to change the transaction's status to Outstanding. For more information, see Knowledgebase article 77054.

Inventory Control

• If you update costing during posting instead of during day-end processing, running day-end processing that includes I/C transfers is now faster. For more information, see Knowledgebase article 79285.

Purchase Orders

• Fixed a problem that caused the Receipt Entry screen to stop working if you entered an additional cost that did not use the same currency as the receipt vendor.

Sage CRM Integration

• Fixed a problem that occurred when running Sage CRM Workstation Setup, which prevented you from installing the Sage CRM Synchronization Component if an earlier version of the component was installed on the workstation.
• Sage CRM 2017 is now supported.

Ops Inquiry

• Fixed a problem that occurred if you use multiple monitors, which could prevent you from opening screens on monitors other than your primary monitor. For more information, see Knowledgebase article 75118.

Sales Analysis

• Fixed a problem that occurred if you use multiple monitors, which could prevent you from opening screens on monitors other than your primary monitor. For more information, see Knowledgebase article 75118.

Account Code Change

• Fixed a problem that occurred if you use Canadian or US Payroll, which caused payroll data to be corrupted if you made a change using the G/L Segment Change feature. For more information, see Knowledgebase article 79373.

Item Number Change

• Fixed a problem that could cause an "I/C Unit of Measure: New record already exists" message to appear when combining items. This occurred if the items had similar units of measure (for example, "Ea." and "ea.") and the SQL collation method was case insensitive.

G/L Consolidations

• Fixed a problem that could incorrectly cause a “UI Container Has Stopped Working” error message to appear when exporting data. For more information, see Knowledgebase article 79927.

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