Sage 300 2027 Release Notes

In this document:

Thank you for choosing a Sage business management solution.

These release notes contain important information about Sage 300, including information about product changes that are not in the documentation.

Product updates contain modified versions of one or more Sage 300 program components. A product update is not a full upgrade or a product replacement. Each product update 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.

For more information about feature availability, see Sage Knowledgebase article 220924460105946.

What's new in Sage 300 2027

This section contains a summary of new features and changes in the 2027 release.

Important: If you are using Payroll Web Screens and upgrading Sage 300 from version 2024 or version 2023 to this version, make sure you re-install the latest Payroll Tax Update with the Payroll Web Screens option checked. Otherwise, you might encounter error using Web Screens or the Payroll Web Screens may not be visible. 
Important:

If you are using Sage 300 web screens (even without Payroll) and are upgrading Sage 300 from any version prior to 2025, you must uninstall Sage 300 web screens prior version first before installing version 2027. To do so:

  • Go to Control Panel > Programs > Programs and Features
  • Select Sage 300 and then click Change.
  • Select Modify in the Sage 300 wizard, click Next, and then uncheck Web Screens in the next screen.
  • Run the rest of the installer using defaults.
  • When you install Sage 300 2027 for the upgrade, select the Web Screens option.

Please refer to Knowledgebase article: 250808163127480.

Important:

If you are using the Sage 300 Global Search feature and plan to perform a Sage 300 Repair from Windows Programs and Features, please backup and uninstall Global Search first by selecting the Modify option. Otherwise, you may encounter issues during the repair process.

After running Repair, you may reinstall Global Search using the Modify option. Once it's installed again, go to Database Setup; edit and save any company (without making any changes) for Global Search to work.

This release includes the following new features and improvements in both Sage 300cloud web screens and Sage 300 classic screens:

CashFlow Analyzer

Sage 300 introduces CashFlow Analyzer as a new module in 2027.

Please refer to the Sage 300 Product Documents page for more information.

Email Enhancements

Ability to configure multiple 'Send From' email accounts.

You now have the ability to specify a sender's email address for each supported document type in the applicable module's Options screen.

Supported documents include:

  • A/R Invoices, Receipts, and Statements
  • A/P Letters and Labels
  • O/E Quotes, Order Confirmations, Invoices, and Credit/Debit Notes
  • P/O Purchase Orders and Returns
New Email History screen

A new Email History screen has been introduced to help users monitor email activity more effectively.

The screen displays key information such as document source, delivery status, sent date and time, and other relevant email details.

Enhanced messaging for email-based document printing

Added improved status messages and error reporting to help users more easily identify and resolve issues when printing documents to an email destination. Supported documents include:

  • A/R Invoices, Receipts, and Statements
  • A/P Letters and Labels
  • O/E Quotes, Order Confirmations, Invoices, and Credit/Debit Notes
  • P/O Purchase Orders and Returns
Improved support for multiple contact names

With Multiple Contacts (M/T): When sending emails to multiple contacts, the contact name defined for each email is now used in the email body.

Accounts Payable

We have added the ability to reverse posted invoices, debit notes, credit notes, and interest documents directly from the Invoice Batch List, so you no longer need to create a manual offsetting entry to correct an error.

Accounts Receivable

We have added the ability to reverse posted invoices, debit notes, credit notes, and interest documents directly from the Invoice Batch List, so you no longer need to create a manual offsetting entry to correct an error.

General Ledger

We have added two new options to the Processing tab of the GL Setup – Options screen to give you greater control over editing batches. By default, these options are not selected.

The Allow Edit of Imported Batches option lets you revise information in imported batches. The Allow Edit of Subledger Batches option lets you revise information in batches generated from subledgers such as Accounts Receivable, Accounts Payable, and other Sage 300 modules.

Order Entry

A new Update Customer Number security right has been added to Security Groups for Order Entry. If a user attempts to change the customer number after detail lines have been entered in any of the following screens, they will receive an error:

  • OE Order Entry
  • OE Shipment Entry
  • OE Credit/Debit Note Entry

The customer number can still be changed if all detail lines are deleted first. To allow users to change the customer number, go to Security Groups for Order Entry and check the Update Customer Number right. This applies to both Classic and Web screens.

Project and Job Costing

PJC now supports up to 15-digit payroll check numbers.

You can now drill down to Payroll Check Inquiry from PJC Transaction History for job-related payroll transactions in web screens.

System Manager

For new installations of Sage 300, the ‘Password never expires’ option is now enabled by default for the ADMIN user. This does not affect existing installations.

Sage 300 AI-powered virtual assistance, formally known as Sage Help Agent, is now Search Help.

For Web Screens, reports that have been customized to support additional Crystal Report parameters can now display a parameter entry dialog similar to the Desktop implementation. To enable this behavior, set the ReportAllowCustomParameters setting in the web.config file from false to true. Enabling this feature will affect the display of the Export Dialog screen's performance, including reports that do not use custom parameters.

Excel import and export no longer requires Microsoft Access. If you do not require Microsoft Access for your other applications you may wish to uninstall it.

Web Screens

The following Serialized Inventory/Lot Tracking web screens have been added as part of this release:

I/C Statistics and Inquiries
  • Lot No. Inquiry
  • Serial No. Inquiry
I/C Periodic Processing
  • Lot Recalls/Releases
  • Lot Splits Combines
  • Serial Lot Reconcilliation
  • Quarantine Release
  • Serial Registration
  • Warranty Update
I/C Setup
  • Mask Structures
  • Warranty Codes
  • Contract Codes
  • Setup Options (Added SN/LT features)
I/C Stock Control Reports
  • Serial/Lot Transactions
  • Serial/Lot Quantity On Hand
  • Recall
  • Serial/Lot Number List
  • Warranty/Contract List
  • Quarantine
  • Serial/Lot Stock Listing
I/C Items and Price Lists
  • Items (Added SN/LT features)
  • Location Details (Added SN/LT features)
  • Lot Numbers
  • Serial Numbers

In addition, the following Bills of Material screens are now also available:

I/C Items and Price List
  • Update Bills of Material
  • Copy Bills of Material

Program fixes

This product update also includes program fixes. See the list of fixed issues in Technical Information for more information.