What's New in System Manager 6.0

System Manager 6.0 includes several significant changes and new features.

• A Portal button in the Database Setup screen that opens a new Configure Portal screen

  You use the Configure Portal screen to specify settings to connect the portal program to the portal database, including the database format, server machine name and port, database name, and user credentials.

• New security authorizations for Accounts Payable, Accounts Receivable, General Ledger, and Inventory Control to support snapshots and Sage 300 Inquiry, two of the portal's innovative features.
  • You can assign the following authorizations to view individual snapshots:
    • For Accounts Receivable, you can assign Aged Receivables Snapshot and Days Receivables Outstanding Snapshot authorizations.
    • For Accounts Payable, you can assign Aged Payables Snapshot and Days Payables Outstanding Snapshot authorizations.
    • For General Ledger, you can assign Balance Sheet Snapshot and Income Statement Snapshot authorizations.
  • You can also authorize users to query specific data sources using Sage 300 Inquiry, as follows:
    • Assigning Sage 300 Inquiry authorization for Accounts Receivable lets users inquire on customers and Accounts Receivable transactions.
    • Assigning Sage 300 Inquiry authorization for Accounts Payable lets users inquire on vendors and Accounts Payable transactions.
    • Assigning Sage 300 Inquiry authorization for General Ledger lets users inquire on General Ledger accounts, net changes, and transactions.

    Note that users must also have Export authorization for the program to print or to export the results of their queries.

  • Software developers should be aware of the new Developer Inquiry authorizations available for Accounts Receivable, Accounts Payable, and Inventory Control. Third-party programs that require access to the corresponding views and tables must incorporate these authorizations in their security structures. (Existing authorizations that provided access to the ARCUS, APVEN, and ICITEM tables continue to provide this access.)
• Individual program locks in the Fiscal Calendar

  The Fiscal Calendar now lets you lock and unlock fiscal years and periods separately for each Sage 300 program your company uses to process transactions. (Previously, you could only lock or unlock fiscal periods for all programs at once.)

  Note: To prevent posting to locked fiscal periods, you must select Error for the Locked Fiscal Period option in the Company Profile. (This feature is the same as in previous versions.)

  Important! If you are upgrading, you should review the fiscal calendar carefully in version 6.0. Fiscal periods will continue to be locked or unlocked for all programs that were activated in your earlier version, consistent with the fiscal period locks in the earlier version.

  If you activate additional (new) programs in version 6.0, fiscal periods will be locked or unlocked for the new programs, as follows:

  • For fiscal years that were active in your previous version, fiscal periods will be unlocked for the new programs in version 6.0, consistent with the locks in your earlier version.
  • For fiscal years that were inactive in your previous version, fiscal periods will be locked for the new programs in version 6.0.
• The Fiscal Calendar Report prints in landscape format

  This report now prints information for all periods, including the Adjustment and Closing periods, in rows, and includes a column for each activated Sage 300 program.

• Reports that are designed for printing from the new portal screens (for Snapshots, Inquiry, and Quotes to Order), use the Crystal 2008 Java runtime.

  Reports that were designed for printing from the Sage 300 Desktop or from Web-Deployed Sage 300 use the SAP Crystal Reports runtime engine for .NET Framework 4.

• Crystal Reports is now used as the default format, rather than PDF, when you print reports to file or export them from a report preview screen. To view reports you export in Crystal Reports format, you must have SAP Crystal Reports® installed.
• The Setup Wizard has been discontinued in this version.
• Optional Field Conversion and Optional Tables (which were designed to facilitate conversion from much older versions) have been removed from version 6.0.

Upgrading from an Earlier Version?

If you are upgrading from version 5.6, see Features Added in System Manager 5.6.