What's New in Sage 300cloud Web Screens

What's New in Sage 300cloud 2022.2 Web Screens

Enter job-related documents in Accounts Payable

You can now enter and work with job-related documents on all A/P transaction entry screens.

Vendor tax numbers are more secure

In Accounts Payable, we have made tax numbers for vendors (such as SSN and SIN numbers) more secure. By default, tax numbers now cannot be entered or changed, and are masked so that only the last four characters in the number are displayed. For example, a nine-digit tax number looks like this: *****4484.

Also, by default the following screens and reports do not appear:

• A/P Print 1099/1096 Forms Screen
• A/P 1099 Electronic Filing Screen
• A/P Print T5018 (CPRS) Forms Screen
• A/P T5018 (CPRS) Electronic Filing Screen

To enter or change tax numbers, to see full (unmasked) tax numbers, and to see the the screens and reports listed above, a user must be assigned the Tax Number Maintenance security authorization for Accounts Payable. This security authorization is new, and is not assigned to any users automatically; you must assign it to any users who need to maintain tax numbers.

Updated 1099 tax reporting

Accounts Payable supports 1099 tax reporting requirements for tax year 2021. To report amounts as Fish Purchased for Resale, you must manually set up a 1099 code for this and assign the new code to related vendors.

Email documents using Microsoft 365

You can now set up Sage 300 to email documents using Microsoft 365. To do so, select Microsoft Graph in the new Email Service field on the Email tab of the Company Profile screen.

For more information, see Setting Up Email for Web Screens.

What's New in Sage 300cloud 2022.1 Web Screens

Enter job-related documents in Accounts Payable

You can now enter and work with job-related documents on the A/P Invoice Entry screen.

Improved process for printing custom reports

For customized SAP Crystal Reports® opened from the Reports list, printing now works the same way as for other reports. When printing, a preview of the report is not 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.

Improved way of entering information in some fields

For selected fields, new buttons are available that allow you to specify a value more quickly and easily by going to the first or last value, or to the next or previous value. For example, the Vendor Number field on the A/P Vendors screen:

Improved experience when signing in

We’ve improved the experience of signing in to web screens, including a fresh new look. And if a problem prevents you from signing in, you’ll see a more informative message explaining what went wrong.

What's New in Sage 300cloud 2022 Web Screens

New Reminder List web screen

This release includes a new Reminder List web screen that you can use to remind users to process scheduled tasks. For more information, see Reminder List Screen.

New G/L Chart of Accounts web screen

This release includes a new Chart of Accounts web screen for General Ledger, which you can use to list accounts in the general ledger and view specific information for each account.

For more information about the new web screen, see the help for General Ledger.

New A/R Customer List web screen

This release includes a new Customer List web screen for Accounts Receivable, which you can use to extract customer information from your database.

For more information about the new web screen, see the help for Accounts Receivable.

Project and Job Costing web screens

Project and Job Costing is ideal for builders, contractors, manufacturers, or any job- or project-oriented service organization. You can use it as a project and job costing system or as a time and material system. Its powerful estimating, budgeting, and inquiry features help you to determine the profitability of any project and to identify potential problems immediately. Explore Project and Job Costing

This release includes select Project and Job Costing web screens:

• Cost Types. Use this screen to define classifications for cost reporting that are not available by default.
• Opening Balances. Use this screen to enter opening balances so that you can transfer contracts to Sage 300.
• Costs. Use this screen to post miscellaneous cost transactions without affecting Accounts Payable.
• Material Returns. Use this screen to return unused materials (items) to Inventory Control.
• Material Usage. Use this screen to record costs of materials (items) used on a project. The costs of the materials are transferred from Inventory Control to the project.
• Material Allocation. Use this screen to reduce the amount of material stored for a project as the material is used.
• Post Transactions. Use this screen to post transactions to contracts.
• Transaction Listing Report. Use this screen to produce a record of your Project and Job Costing transactions.

Enter negative additional costs on P/O credit notes

When entering a credit note on the P/O Credit/Debit Note Entry screen, you can now enter negative amounts for costs on the Additional Costs tab (for example, for shipping or restocking fees you paid as a result of returning an item). Such negative additional costs are recorded as debits when you run day-end processing.

Easily set the expected arrival date and location for all details on a purchase order

Two new buttons are available on the Order tab of the P/O Purchase Order Entry screen:

• Set Arrival Date. Clicking this button sets the expected arrival date for all details on a purchase order to be the same as the arrival date for the purchase order.
• Set Location. Clicking this button sets the location for all details on a purchase order to be the same as the ship-to location for the purchase order.

Easily set the expected ship date and location for all details on an order

Two new buttons are available on the Order tab of the O/E Order Entry screen:

• Set Ship Date. Clicking this button sets the expected ship date for all details on an order to be the same as the expected ship date for the order.
• Set Location. Clicking this button sets the location for all details on an order to be the same as the default location for the order.

Improved Finder

The improved Finder that we introduced on some screens in Sage 300cloud 2021.2 is now available on all web screens. The redesigned Finder improves filtering and makes it easier to navigate through large sets of results. Improvements include:

• When you open the Finder, initial selection criteria are set as follows:
  • If you have previously used the Finder in the particular context (say, for a specific field), it has the same selection criteria that you last used for the Finder in this context.
  • If you have never used the Finder in this context, selection criteria show all available records.
• You can change the size of the Finder to make finding records easier. For example, making the Finder bigger lets you see more results at a time.
• Keyboard shortcuts can be used to navigate through results and select records. For more information, see Sage 300 Web Screens Keyboard Shortcuts.

Reserve LanPak licenses for specific users

A new Reserve a LanPak License option on the Users screen allows you to reserve one LanPak license exclusively for a user.

Reserving LanPak licenses reduces the total number of licenses that can be used by other users, because a reserved license can be used only by the user for whom it is reserved.

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 the local time from the system where Sage 300 is running. (This may be different from the time on your system.)

Sage Data & Analytics

If you use Sage Data & Analytics, you can open it from Business Intelligence Reporting on the navigation menu.

To do this, you must enter your Sage Data & Analytics web address subdomain on the Company Profile screen (in a new Web Address Subdomain field). For more information, see Company Profile Screen.