Technical Information

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

General Information

• Sage 300 2024 supports upgrades only from version 5.6 or later.
• If you use workstation setup, you must also run Sage 300 Intelligence Reporting workstation setup (located in BX66A\WSSetup) on every workstation where you will view and use Intelligence Reporting screens.
You require version 2024 (internally versioned as 7.1A) of all core programs that you plan to use.

If you use Canadian Payroll or US Payroll, you require version 7.3 of these programs with the most current tax updates.

Note: The tax tables for version 7.3 will be available until March 2024. After this date tax tables and support will only be available for Payroll version 8.0.

Important! You must install Sage 300 before installing payroll programs.

• If you are upgrading from an earlier version, you must upgrade all Sage 300 programs to 2024 at the same time. Sage 3002024 programs do not work with programs from earlier versions.
• If you have a subscription license, you don't need to enter serial numbers and activation keys for individual Sage 300 applications. When the License Manager appears during installation, the only license information you need to enter is your Client ID, Company Name, and Serial Number. After you've entered this information, ensure that you have internet access, and then click Refresh to verify your subscription.

• If you do not have the following programs, which are required to use Sage 300, they are installed with Sage 300:

  • MSXML (Microsoft XML Core Services) 6.0
  • Microsoft SQL Server Native Client 12.0
  • Microsoft .NET Framework 4.8.2
• Sage 300 2024 includes SP34 for SAP Crystal Reports® runtime engine. If you use Sage HRMS or Sage Fixed Assets integrated with Sage 300, refer to the Sage 300 2024 Compatibility Guide for updated information on compatibility with Sage HRMS and Sage Fixed Assets. The Sage 300 2024 Compatibility Guide is available from Sage Knowledgebase article 26777.
• For the most current technical information about database changes, please refer to the Sage 300 2024 SDK Application Object Model (AOM).
• Product documentation for Sage 300 is available from the Sage 300 Product Documents website.

Compatibility with other programs

For a complete list of compatible programs, database platforms, and operating systems, see the Sage 300 2024 Compatibility Guide, available from Sage Knowledgebase article 26777.

Known issues

• 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 Sage 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 Sage Knowledgebase article 76926.
• When previewing reports in 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 Sage Knowledgebase article 76337.
• In some fields, Chinese language characters cannot be entered.
• Printing issue with Sage Fixed Assets Integration (FAS). Report printing in both FAS and Sage 300 will not work after the installation of FAS Integration. To work around this issue, you need to restore a Crystal runtime dll. For more information, see Sage Knowledgebase article 230907204735260.

Installing Sage 300

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

Removing Sage 300

Before removing Sage 300, you must:

• Close all instances of the Sage 300 Desktop.
• Close all applications that integrate with Sage 300.
• Stop all Sage 300 services that are running, such as Sage 300 .CNA.Windows Service.

To remove Sage 300 2024 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 2024.

   • To remove individual Sage 300 programs:

     1. Click Sage 300 2024, and then click Change. (Do not double-click Sage 300 2024.)
     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 2024 includes Canadian and US Payroll. For more information, see the related release notes, which you can find on the Sage 300 Product Documents website.

Sage 300 Intelligence Reporting

Known issues

• If you have multiple versions of Microsoft Excel installed, you may need to manually load the Report Designer Task Pane Excel Add-in.
• If you use exclusions in account and row set rules, exclusion accounts may appear when you drill down to balance.
• If Sage 300 Intelligence Reporting was installed by a user other than you (for example, an administrator), you must open Microsoft Excel before running reports in Report Viewer or Report Manager.
• In Report Viewer, an "Open File - Security Warning" message appears for every report you view. (This message should only appear once, when you first open Report Viewer.)

• If you use Microsoft Excel 2013, and you save a report template in Report Manager using Save Excel Template:

  • When you run the report in Excel, an “External Data” message may appear. You can proceed by clicking Yes.
  • If the report template has a timeline, the timeline does not retain its filters.