Getting Started > List of Sage 300 Web Screens

List of Sage 300 Web Screens

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New web screens are added with each Sage 300 release and product update. Consult this list to see web screens that are available in the Sage 300 version and modules you use.

If a web screen is not available for the task you need to perform, you may be able to use a Sage 300 desktop screen.

For general information and an overview of web screens that have been added with each release and product update, see What's New in Sage 300 Web Screens.

Some features described here may not be available in your Sage 300 system.

Financial web screens

General Ledger web screens

Category	Screen	2016	2016.1
G/L Accounts	Account History Inquiry
G/L Accounts	Accounts
G/L Accounts	Budget Maintenance
G/L Accounts	Chart of Accounts
G/L Accounts	Create Accounts
G/L Accounts	Fiscal Set Comparison
G/L Accounts	Source Currency Inquiry
G/L Accounts	Transaction History
G/L Periodic Processing	Clear History
G/L Periodic Processing	Consolidate Posted Transactions
G/L Periodic Processing	Create Allocation Batch
G/L Periodic Processing	Create New Year
G/L Periodic Processing	Create Recurring Entries Batch
G/L Periodic Processing	Create Revaluation Batch
G/L Periodic Processing	Period End Maintenance
G/L Reports	Account Groups Report
G/L Reports	Account Structures Report
G/L Reports	Batch Listing Report
G/L Reports	Batch Status Report
G/L Reports	Chart of Accounts Report
G/L Reports	Optional Fields Report
G/L Reports	Options Report
G/L Reports	Posting Journals Report
G/L Reports	Recurring Entries Report
G/L Reports	Revaluation Codes Report
G/L Reports	Segment Codes Report
G/L Reports	Source Codes Report
G/L Reports	Source Journal Profiles Report
G/L Reports	Source Journals Report
G/L Reports	Transaction Listing Report
G/L Reports	Transaction Details Optional Fields Report
G/L Reports	Trial Balance Report
G/L Setup	Account Groups
G/L Setup	Account Structures
G/L Setup	Optional Fields
G/L Setup	Options
G/L Setup	Recurring Entries
G/L Setup	Revaluation Codes
G/L Setup	Segment Codes
G/L Setup	Source Codes
G/L Setup	Source Journal Profiles
G/L Transactions	Batch List
G/L Transactions	Journal Entry
G/L Transactions	Post Batches

Accounts Payable web screens

Category	Screen	2016	2016.1
A/P Periodic Processing	1099 Electronic Filing
A/P Periodic Processing	Clear History
A/P Periodic Processing	Clear Statistics
A/P Periodic Processing	Create G/L Batch
A/P Periodic Processing	Create Recurring Payable Batch
A/P Periodic Processing	Create Retainage Batch
A/P Periodic Processing	Delete Inactive Records
A/P Periodic Processing	Revaluation
A/P Periodic Processing	T5018(CPRS) Electronic Filing
A/P Periodic Processing	Year End
A/P Setup	1099/CPRS Codes
A/P Setup	Account Sets
A/P Setup	Distribution Codes
A/P Setup	Distribution Sets
A/P Setup	Email Messages
A/P Setup	G/L Integration
A/P Setup	Optional Fields
A/P Setup	Options
A/P Setup	Payment Codes
A/P Setup	Payment Selection Codes
A/P Setup	Terms
A/P Transaction Reports	Aged Cash Requirements Report
A/P Transaction Reports	Aged Payables Report
A/P Transaction Reports	Aged Retainage Report
A/P Transaction Reports	Batch Listing Report
A/P Transaction Reports	Batch Status Report
A/P Transaction Reports	Check Register Report
A/P Transaction Reports	G/L Transactions Report
A/P Transaction Reports	Posting Errors Report
A/P Transaction Reports	Posting Journals Report
A/P Transaction Reports	Vendor Transactions Report
A/P Transactions	Adjustment Batch List
A/P Transactions	Adjustment Entry
A/P Transactions	Control Payments
A/P Transactions	Create Payment Batch
A/P Transactions	Invoice Batch List
A/P Transactions	Invoice Entry
A/P Transactions	Payment Batch List
A/P Transactions	Payment Entry
A/P Transactions	Payment Inquiry
A/P Transactions	Post Batches
A/P Vendor Reports	Letters/Labels Report
A/P Vendor Reports	Print 1099/1096 Forms Report
A/P Vendor Reports	Print T5018(CPRS) Forms Report
A/P Vendor Reports	Recurring Payables Report
A/P Vendor Reports	Remit-To Locations Report
A/P Vendor Reports	Vendor Groups Report
A/P Vendor Reports	Vendors Report
A/P Vendors	1099/CPRS Inquiry
A/P Vendors	Recurring Payables
A/P Vendors	Remit-To Locations
A/P Vendors	Vendor Activity
A/P Vendors	Vendor Groups
A/P Vendors	Vendors

Accounts Receivable web screens

Category	Screen	2016	2016.1
A/R Customer Reports	Customer Groups Report
A/R Customer Reports	Customers Report
A/R Customer Reports	Labels Report
A/R Customer Reports	National Accounts Report
A/R Customer Reports	Recurring Charges Report
A/R Customer Reports	Ship-To Locations Report
A/R Customer Reports	Statements/Letters/Labels Report
A/R Customers	Customer Groups
A/R Customers	Customer Inquiry
A/R Customers	Customer List
A/R Customers	Customers
A/R Customers	National Accounts
A/R Customers	Recurring Charges
A/R Customers	Ship-To Locations
A/R Periodic Processing	Clear History
A/R Periodic Processing	Clear Statistics
A/R Periodic Processing	Create G/L Batch
A/R Periodic Processing	Create Interest Batch
A/R Periodic Processing	Create Recurring Charge Batch
A/R Periodic Processing	Create Retainage Batch
A/R Periodic Processing	Clear Write-Off Batch
A/R Periodic Processing	Delete Inactive Records
A/R Periodic Processing	Revaluation
A/R Periodic Processing	Update Recurring Charges
A/R Periodic Processing	Year End
A/R Setup	Account Sets
A/R Setup	Billing Cycles
A/R Setup	Comment Types
A/R Setup	Distribution Codes
A/R Setup	Dunning Messages
A/R Setup	Email Messages
A/R Setup	G/L Integration
A/R Setup	Interest Profiles
A/R Setup	Items
A/R Setup	Optional Fields
A/R Setup	Options
A/R Setup	Payment Codes
A/R Setup	Salespersons
A/R Setup	Terms
A/R Transaction Reports	Aged Retainage Report
A/R Transaction Reports	Aged Trial Balance Report
A/R Transaction Reports	Batch Listing Report
A/R Transaction Reports	Batch Status Report
A/R Transaction Reports	Customer Transactions Report
A/R Transaction Reports	Deposit Slips Report
A/R Transaction Reports	G/L Transactions Report
A/R Transaction Reports	Invoices Report
A/R Transaction Reports	Item Sales History Report
A/R Transaction Reports	Posting Errors Report
A/R Transaction Reports	Posting Journals Report
A/R Transaction Reports	Receipts Report
A/R Transactions	Adjustment Batch List
A/R Transactions	Adjustment Entry
A/R Transactions	Document Inquiry
A/R Transactions	Invoice Batch List
A/R Transactions	Invoice Entry
A/R Transactions	Post Batches
A/R Transactions	Quick Receipt Entry
A/R Transactions	Receipt Batch List
A/R Transactions	Receipt Entry
A/R Transactions	Receipt Inquiry
A/R Transactions	Refund Batch List
A/R Transactions	Refund Entry
A/R Transactions	Refund Inquiry

Operations web screens

Inventory Control web screens

Category	Screen	2016	2016.1
I/C Items and Price Lists	Bills of Material
I/C Items and Price Lists	Contract Pricing
I/C Items and Price Lists	Copy Bills of Material
I/C Items and Price Lists	Copy Item Pricing
I/C Items and Price Lists	Customer Details
I/C Items and Price Lists	Item Pricing
I/C Items and Price Lists	Items
I/C Items and Price Lists	Items Wizard
I/C Items and Price Lists	Kitting Items
I/C Items and Price Lists	Location Details
I/C Items and Price Lists	Lot Numbers
I/C Items and Price Lists	Manufacturers' Items
I/C Items and Price Lists	Optimize Inventory
I/C Items and Price Lists	Reorder Quantities
I/C Items and Price Lists	Serial Numbers
I/C Items and Price Lists	Update Bills of Material
I/C Items and Price Lists	Update Item Pricing
I/C Items and Price Lists	Update Item Pricing
I/C Items and Price Lists	Vendor Details
I/C Periodic Processing	Clear History
I/C Periodic Processing	Create G/L Batch
I/C Periodic Processing	Day End Processing
I/C Periodic Processing	Delete Inactive Records
I/C Periodic Processing	Lot Recalls/Releases
I/C Periodic Processing	Lot Splits/Combines
I/C Periodic Processing	Process Adjustments
I/C Periodic Processing	Quarantine Release
I/C Periodic Processing	Serial Registration
I/C Periodic Processing	Serial/Lot Reconciliations
I/C Periodic Processing	Warranty Update
I/C Physical Inventory	Generate Inventory Worksheet
I/C Physical Inventory	Inventory Counts
I/C Physical Inventory	Inventory Reconciliation
I/C Physical Inventory	Inventory Worksheet
I/C Physical Inventory	Physical Inventory Quantities
I/C Physical Inventory	Post Inventory Reconciliation
I/C Price/Sales Analysis Reports	Contract Pricing Report
I/C Price/Sales Analysis Reports	G/L Transactions Report
I/C Price/Sales Analysis Reports	Markup Analysis Report
I/C Price/Sales Analysis Reports	Posting Journals Report
I/C Price/Sales Analysis Reports	Price Lists Report
I/C Price/Sales Analysis Reports	Sales Statistics Report
I/C Price/Sales Analysis Reports	Selling/Price Margin Analysis Report
I/C Price/Sales Analysis Reports	Transaction History Report
I/C Price/Sales Analysis Reports	Transaction Statistics Report
I/C Setup	Account Sets
I/C Setup	Categories
I/C Setup	Contract Codes
I/C Setup	G/L Integration
I/C Setup	Item Structures
I/C Setup	Locations
I/C Setup	Mask Structures
I/C Setup	Optional Fields
I/C Setup	Options
I/C Setup	Price List Codes
I/C Setup	Segment Codes
I/C Setup	Units of Measure
I/C Setup	Warranty Codes
I/C Setup	Weight Units of Measure
I/C Setup Reports	Account Sets Report
I/C Setup Reports	Alternate Items
I/C Setup Reports	Bills of Material Report
I/C Setup Reports	Categories Report
I/C Setup Reports	Item Structures Report
I/C Setup Reports	G/L Integration Report
I/C Setup Reports	Kitting Items Report
I/C Setup Reports	Location Details Report
I/C Setup Reports	Locations Report
I/C Setup Reports	Manufacturers' Items Report
I/C Setup Reports	Mask Structures Report
I/C Setup Reports	Options Report
I/C Setup Reports	Optional Fields Report
I/C Setup Reports	Price List Codes Report
I/C Setup Reports	Reorder Quantities Report
I/C Setup Reports	Segment Codes Report
I/C Setup Reports	Units of Measure Report
I/C Setup Reports	Vendor Details Report
I/C Setup Reports	Warranty/Contract Codes Report
I/C Setup Reports	Weight Units of Measure Report
I/C Statistics and Inquiries	BOM Component Usage Inquiry
I/C Statistics and Inquiries	Current Transactions Inquiry
I/C Statistics and Inquiries	Item Location Detail Quantity Inquiry
I/C Statistics and Inquiries	LIFO/FIFO Inquiry
I/C Statistics and Inquiries	Lot Number Inquiry
I/C Statistics and Inquiries	Sales Statistics
I/C Statistics and Inquiries	Serial Number Inquiry
I/C Statistics and Inquiries	Stock Transaction Inquiry
I/C Statistics and Inquiries	Transaction History Inquiry
I/C Statistics and Inquiries	Transaction Statistics
I/C Stock Control Reports	Aged Inventory Report
I/C Stock Control Reports	Bin/Shelf Labels Report
I/C Stock Control Reports	Inventory Movement Report
I/C Stock Control Reports	Item Labels Report
I/C Stock Control Reports	Item Status Report
I/C Stock Control Reports	Item Valuation Report
I/C Stock Control Reports	Overstocked Items Report
I/C Stock Control Reports	Quarantine Report
I/C Stock Control Reports	Recall Report
I/C Stock Control Reports	Reorder Report
I/C Stock Control Reports	Serial/Lot Number List Report
I/C Stock Control Reports	Serial/Lot Quantity on Hand Report
I/C Stock Control Reports	Serial/Lot Stock Listing Report
I/C Stock Control Reports	Serial/Lot Transactions Report
I/C Stock Control Reports	Slow Moving Items Report
I/C Stock Control Reports	Stock Transactions Report
I/C Stock Control Reports	Transfer Slips Report
I/C Transactions	Adjustments
I/C Transactions	Assemblies
I/C Transactions	Internal Usage
I/C Transactions	Post Transactions
I/C Transactions	Receipts
I/C Transactions	Shipments
I/C Transactions	Transaction Listing
I/C Transactions	Transfers

Order Entry web screens

Category	Screen	2016	2016.1
O/E Forms	Credit/Debit Notes
O/E Forms	Invoices
O/E Forms	Order Confirmations
O/E Forms	Picking Slips
O/E Forms	Quotes
O/E Forms	Shipping Labels
O/E Periodic Processing	Clear History
O/E Periodic Processing	Create Batch
O/E Reports	Aged Orders Report
O/E Reports	Email Messages Report
O/E Reports	G/L Integration Report
O/E Reports	G/L Transactions Report
O/E Reports	Invoice Action Report
O/E Reports	Optional Fields Report
O/E Reports	Options Report
O/E Reports	Order Action Report
O/E Reports	Miscellaneous Charges Report
O/E Reports	Posting Journals Report
O/E Reports	Sales History Report
O/E Reports	Sales Statistics Report
O/E Reports	Salesperson Commissions Report
O/E Reports	Ship-Via Codes Report
O/E Reports	Templates Report
O/E Reports	Transaction List Report
O/E Setup	Email Messages
O/E Setup	G/L Integration
O/E Setup	Miscellaneous Charges
O/E Setup	Optional Fields
O/E Setup	Options
O/E Setup	Ship-Via Codes
O/E Setup	Templates
O/E Statistics and Inquiries	Current Orders Inquiry
O/E Statistics and Inquiries	Pending Shipment Inquiry
O/E Statistics and Inquiries	Sales History
O/E Statistics and Inquiries	Sales Statistics
O/E Statistics and Inquiries	Salesperson Inquiry
O/E Transactions	Copy Orders
O/E Transactions	Credit/Debit Note Entry
O/E Transactions	Invoice Entry
O/E Transactions	Order Entry
O/E Transactions	Shipment Entry

Purchase Orders web screens

Category	Screen	2016	2016.1
P/O Analytical Reports	Aged Purchase Orders Report
P/O Analytical Reports	G/L Transactions Report
P/O Analytical Reports	Payables Clearing Audit List Report
P/O Analytical Reports	Posting Journals Report
P/O Analytical Reports	Purchase History Report
P/O Analytical Reports	Purchase Order Action Report
P/O Analytical Reports	Purchase Statistics Report
P/O Analytical Reports	Shippable Backorders Report
P/O Analytical Reports	Transaction List Report
P/O Create Purchase Orders	Create POs from I/C
P/O Create Purchase Orders	Create POs from O/E
P/O Create Purchase Orders	Create POs from Requisitions
P/O Forms	Mailing Labels
P/O Forms	Purchase Orders
P/O Forms	Receiving Slips
P/O Forms	Requisitions
P/O Forms	Returns
P/O Periodic Processing	Clear History
P/O Periodic Processing	Create Batch
P/O Setup	Additional Costs
P/O Setup	Email Messages
P/O Setup	G/L Integration
P/O Setup	Optional Fields
P/O Setup	Options
P/O Setup	Ship-Via Codes
P/O Setup	Templates
P/O Setup	Vendor Contract Costs
P/O Setup Reports	Additional Costs Report
P/O Setup Reports	Email Messages Report
P/O Setup Reports	G/L Integration Report
P/O Setup Reports	Optional Fields Report
P/O Setup Reports	Options Report
P/O Setup Reports	Ship-Via Codes Report
P/O Setup Reports	Templates Report
P/O Statistics and Inquiries	Pending Receipts Inquiry
P/O Statistics and Inquiries	Purchase History
P/O Statistics and Inquiries	Purchase Statistics
P/O Transactions	Copy Purchase Orders
P/O Transactions	Credit/Debit Note Entry
P/O Transactions	Invoice Entry
P/O Transactions	Purchase Order Entry
P/O Transactions	Receipt Entry
P/O Transactions	Requisition Entry
P/O Transactions	Return Entry

Payment Processing web screens

Category	Screen	2016	2016.1
Setup	Options
Setup	Processing Codes
Transactions	Process Credit Card

Banking and Tax web screens

Bank Services web screens

Category	Screen	2016	2016.1
Bank Periodic Processing	Clear History
Bank Periodic Processing	Create G/L Batch
Banks	Banks
Bank Setup	Credit Card Types
Bank Setup	Distribution Codes
Bank Setup	Distribution Sets
Bank Setup	G/L Integration
Bank Setup	Options
Bank Setup Reports	Banks Report
Bank Setup Reports	Credit Card Types Report
Bank Setup Reports	Distribution Codes Report
Bank Setup Reports	Distribution Sets Report
Bank Setup Reports	G/L Integration Report
Bank Setup Reports	Options Report
Bank Transaction Reports	Bank Entries Posting Journal Report
Bank Transaction Reports	Bank Reconciliation Report
Bank Transaction Reports	Check/Payment Register Report
Bank Transaction Reports	Deposit Register Report
Bank Transaction Reports	Deposits Status Report
Bank Transaction Reports	G/L Transactions Report
Bank Transaction Reports	Reconciliation Posting Journal Report
Bank Transaction Reports	Reconciliation Status Report
Bank Transaction Reports	Transaction Listing Report
Bank Transaction Reports	Transfer Posting Journal Report
Bank Transaction Reports	Withdrawals Status Report
Bank Transactions	Bank Entry
Bank Transactions	Bank Transfers
Bank Transactions	Import OFX Statements
Bank Transactions	Post Entries
Bank Transactions	Post Reconciliation
Bank Transactions	Reconcile OFX Statements
Bank Transactions	Reconcile Statements
Bank Transactions	Reverse Transactions
Bank Transactions	Transaction History Inquiry

Tax Services web screens

Category	Screen	2016	2016.1
Tax Setup	Tax Authorities
Tax Setup	Tax Classes
Tax Setup	Tax Groups
Tax Setup	Tax Rates
Tax Periodic Processing	Clear History
Tax Setup Reports	Tax Authorities Report
Tax Setup Reports	Tax Classes Report
Tax Setup Reports	Tax Groups Report
Tax Setup Reports	Tax Rates Report
Tax Setup Reports	Tax Tracking Report

Administration web screens

Administrative Services web screens

Category	Screen	2016	2016.1
Administration	Assign UI Profiles
Administration	Assign Visual Process Flows
Administration	Customization Directories
Administration	Data Activation
Administration	Database Dump
Administration	Database Load
Administration	Customize Navigation Menu
Administration	Data Integrity
Administration	Restart Maintenance
Administration	Security Groups
Administration	UI Profile Maintenance
Administration	User Authorizations
Administration	Users

Common Services web screens

Category	Screen	2016	2016.1
Company Setup	Company Profile
Company Setup	Fiscal Calendar
Company Setup	Optional Fields
Currency	Currency Codes
Currency	Currency Rate Types
Currency	Currency Rates
Currency	Euro Conversion Rates
Scheduling	Reminder List
Scheduling	Schedules