A new User Authorizations report in System Manager 6.3 allows specification of a range of users to include more detailed information about screen customizations and security authorizations for each user. Non-administrator users can now use database utilities like DBDump outside of Sage 300. The Current Users screen in System Manager 6.2 combines previous user screens and adds new contact and activity information. Updates in versions 6.1 and 6.0 include options to receive email relevant to user job roles and validate client ID based on activation code.

1. Applications for Computer-based Enterprise Solutions, Inc.
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 Sales Services Consulting
What’s New in Sage 300 ERP
SM GL AR AP IC OE PO
System Manager 6.3
A new, more detailed User Authorizations report. The new report allows you to
specify a range of users to include on the report, and it displays detailed information
about all security authorizations granted to these users. The new report also displays
details about screen customizations specified in UI Profiles that are assigned to the
users.
Non-administrator users can use database utilities outside Sage 300. Users with
security authorization to dump, load, and copy databases can now use the DBDump,
DBLoad, and DBCopy utilities outside of Sage 300 by running them from the Windows
Start menu. Previously, regardless of security authorizations, only the administrator user
could do this.
System Manager 6.2
IAP Users screens have been combined into a new Current Users screen, which
provides information about users who are currently signed in, helping you decide who to
ask to sign out.
In addition to the information that was displayed in the Lan Pak Users and IAP Users
screens, the Current Users screen displays:
 Contact information for users.
 Information about user activity, such as the screens each user is using.
 Information about users who are signed in without using a license, such as Timecard
users.
Also, you can access the Current Users screen at any time, even if the maximum
number of users for your LanPak or IAP license are signed in.
—
Job Role, Phone, E-mail 1, and E-mail 2—allow you to specify a user's job role and
contact information. Also, a new User receives e-mail from Sage with information
relevant to job role option indicates whether a user consents to receive e-mail from
Sage.
-bit.

2. 2
System Manager 6.1
databases from the Sage 300 ERP Desktop or from the portal.
-sensitive collation. If
you use Microsoft SQL with case-sensitive collation, you can now set up the Finder to
show records in search results that do not exactly match the case of text you enter in
the Filter field.
and Administration Guide (in Chapter 3) now recommends using a binary collation
method, such as Latin1_general_bin, for Microsoft SQL databases.
code. Sage 300 ERP now validates client ID based on the activation code provided by
Sage.
Flows screen. Sage 300 ERP 2012 allows you to create
and use interactive workflow diagrams called visual process flows. A visual process flow
must be assigned to a user before that user can view and use it. You use the Assign
Visual Process Flows screen to assign process flows to users.
System Manager 6.0
System Manager 5.6
 A new Bank Entry form that lets you process complex bank transactions.
 A new Transaction Inquiry form that lets you inquire on posted bank transactions.
 A new Reverse Transactions form that lets you reverse both payments and receipts.
 New Transaction History Inquiry, Deposit Register, and Bank Entries Posting Journal
reports to maintain your audit trail.
System Manager5.5
ons.

3. 3
urnal
reports to maintain your audit trail.
System Manager5.5
charges.
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General Ledger 6.3
o Document Date and Posting Date. These fields replace the single Date field
that was available previously, and allow you to enter both a document date and a
posting date for a journal entry.
o Entered By. This field indicates who originally entered a transaction
(regardless of whether it was originally entered in G/L or a subledger).
Date field on the following reports allows you to specify whether the report
includes document dates or posting dates:
o Transactions Listing.
o Posting Journals.
o Batch Listing.
s:
o On the Journal Entry screen, a new Post button allows you to post batches.
o On the Batch List screen, a new Post All button allows you to post all unposted
batches.
General Ledger 6.2
nt a report that spans
multiple fiscal years and periods.
General Ledger 6.1
 Includes Sage 300 ERP Intelligence Reporting. If you install General Ledger, Sage
300 ERP Intelligence Reporting is automatically installed.
tion for the Chart of Accounts report. You can now
exclude inactive accounts from the Chart of Accounts report.
in a batch.

4. 4
General Ledger 6.0
ing to Respect New Fiscal Period Locks.Fiscal periods are now
locked separately for each Sage 300 ERP program in Common Services' Fiscal
Calendar. Although this change does not affect the way you enter transactions in
General Ledger, you should note the following points:
o The program checks the status of a fiscal period when you enter dates or when you
add transactions.
o If a fiscal period is locked for General Ledger, but not for another Sage 300 ERP
program, you may be able to generate transactions for General Ledger in the other
program, but not post them in General Ledger.
However, this situation is unlikely if you create and post General Ledger batches for
outstanding transactions in other programs before locking General Ledger.
groups that comes with Sage 300 ERP program .
To use the sample reports that come with Financial Reporter with your own data, your
accounts must be assigned to the same standard account groups.
 New Group Categories. Group categories organize your accounting information
especially for presentation in the Sage 300 ERP Portal. The new Income Statement
and Balance Sheet snapshots retrieve data from group categories that are linked to
your general ledger accounts through account groups.
 Rollup Accounts for All Editions. Rollup accounts are now available for all editions of
Sage 300 ERP. Previously, rollup accounts were available only for Sage 300
Premium ERP.
statements that use the new account groups.
-Related Security Authorizations. Two new authorizations — Balance
Sheet Snapshot and Income Statement Snapshot — allow users to view and configure
the Balance Sheet snapshot and the Income Statement snapshot in the Sage 300 ERP
Portal.
The new Accpac Inquiry authorization allows users to query General Ledger data using
Inquiry in the Sage 300 ERP Portal. If they also have Export General Ledger Data
authorization, they can print or export the results of these queries.

5. 5
General Ledger 5.6
You can use the G/L Trial Balance Report form to print new reports that show
net changes for a specific period.
changes, as well as posting sequences and batch-entry numbers on transaction listings.
Also, you can now sort transactions by date for the fiscal periods you specify.
General Ledger 5.5
Account Rollup in G/L
G/L Security by segments – included
ange Reporting
Standards for GAAP for exchange gain and losses
---------------------------------------------------------------------------------------------------------------------
Accounts Receivable 6.3
nd refunds in the following new ways:
o On the Invoice Entry screen, a new Post button allows you to post an invoice
batch.
o On the Receipt Entry screen, a new Post button allows you to post a receipt
batch.
o On the Adjustment Entry screen, a new Post button allows you to post an
adjustment batch.
o On the Refund Entry screen, a new Post button allows you to print checks for a
refund batch, and then immediately post the batch.
o On the Invoice Batch List screen, a new Post All button allows you to post all
unposted invoice batches that are set Ready To Post.
o On the Receipt Batch List screen, a new Post All button allows you to post all
unposted receipt batches that are set Ready To Post.
o On the Adjustment Batch List screen, a new Post All button allows you to post
all unposted adjustment batches that are set Ready To Post.
o On the Refund Batch List screen, a new Post All button allows you to post all
unposted refund batches that are set Ready To Post.
Accounts Receivable 6.2
and documentation. We've revised Accounts Receivable help to
improve search results, enhance the readability of help topics, and make it easier for
you to find important information and instructions.
o On the A/R Customers screen, the Sage Billing and Payment Customer option
allows you to specify that a customer is a Sage Billing and Payment customer.
o On the A/R Invoices screen, the Include Sage Billing and Payment Invoices
option allows you to specify whether to print invoices created in Sage Billing and
Payment.

6. 6
o On the A/R Statements/Letters/Labels screen, the Include Sage Billing and
Payment Customers option allows you to specify whether to print statements for
Sage Billing and Payment customers.
Accounts Receivable 6.1
Entry screen.
A/R Document Inquiry screen.
Same As Customer Address option on the A/R Credit Card Information screen.
If you use Payment Processing, you can select this option when adding a new credit
card to automatically fill in billing details with name and address information from the
customer record.
Accounts Receivable 6.0
Accounts Receivable supports changes to Common Services' Fiscal Calendar.
Fiscal periods are now locked separately for each Sage 300 ERP program. Although
this change does not affect the way you enter transactions in Accounts Receivable, you
should note the following points:
o The system checks the status of a fiscal period for Accounts Receivable when
you enter certain dates in Accounts Receivable transactions. It also checks the
status of the fiscal period for Bank Services when you add a receipt or print a
refund cheque.
o If the period is locked for Accounts Receivable, you receive a warning, an error
message, or no message, depending on the setting for the Locked Fiscal Period
option on the Company Profile’s Options tab.
o If the period is locked for Bank Services and the Locked Fiscal Period option is
set to Error, you receive an error message when you add a receipt or print a
refund cheque. (Otherwise, no warning or error appears.)
Generally, you should lock a period for Accounts Receivable, Bank Services, and
Accounts Payable at the same time, to avoid this situation.
o If a fiscal period is locked for General Ledger but not for Accounts Receivable,
you can create batches for General Ledger during posting or using the Create
G/L Batch icon (depending on Accounts Receivable's G/L Integration settings).
When you try to post transactions to a locked period in General Ledger, however,
the transactions will be placed in an error batch.
You can avoid this situation if you create and post General Ledger batches for
outstanding Accounts Receivable transactions before locking a period for General
Ledger.

7. 7
-Related Security Authorizations
o Two new authorizations — Aged Receivables Snapshot and Days Receivable
Outstanding Snapshot — allow users to view and configure the Aged
Receivables snapshot and Days Receivable Outstanding snapshot, respectively,
in the Sage 300 ERP portal.
o The new Accpac Inquiry authorization allows users to query Accounts
Receivable data in the new Sage 300 ERP portal. If they also have Export
Processing authorization for Accounts Receivable, they can print or export the
results of these queries.
o A new Customer Developer Inquiry authorization supports the new portal's
Inquiry feature. Developers of third-party programs, including macros, need to
incorporate this resource in their security structures.
Accounts Receivable 5.6
Accounts Receivable5.5
onal Foreign Exchange Reporting
Standards for GAAP for exchange gain and losses.
charges
s: option
to subtotal each sort/ group headers on reports, select transaction types to be shown, or
to suppress paid documents.
version installed, the user has a license, and is not running it in a browser
Accounts Payable 6.3
o On the Invoice Entry screen, a new Post button allows you to post an invoice
batch.
o On the Payment Entry screen, a new Post button allows you to print checks for
a batch, and then immediately post the batch.
o On the Adjustment Entry screen, a new Post button allows you to post an
adjustment batch.
o On the Invoice Batch List screen, a new Post All button allows you to post all
unposted invoice batches that are set Ready To Post.
o On the Payment Batch List screen, a new Post All button allows you to post all
unposted payment batches that are set Ready To Post. o On the Adjustment

8. 8
Batch List screen, a new Post All button allows you to post all unposted
adjustment batches that are set Ready To Post.
Accounts Payable 6.0
supports changes to Common Services' Fiscal Calendar.
Fiscal periods are now locked separately for each Sage 300 ERP program. Although
this change does not affect the way you enter transactions in Accounts Payable, you
should note the following points:
o The system checks the status of a fiscal period for Accounts Payable when you enter
certain dates in Accounts Payable transactions. It also checks the status of the fiscal
period for Bank Services when you print a payment check.
o If the period is locked for Accounts Payable, you receive a warning, an error message,
or no message, depending on the setting for the Locked Fiscal Period option on the
Company Profile’s Options tab.
o If the period is locked for Bank Services and the Locked Fiscal Period option is set to
Error, you receive an error message when you add a receipt or print a refund cheque.
(Otherwise, no warning or error appears.)
Generally, you should lock a period for Accounts Receivable, Bank Services, and
Accounts Payable at the same time, to avoid this situation.
o If a fiscal period is locked for General Ledger but not for Accounts Payable, you
can create batches for General Ledger during posting or using the Create G/L
Batch icon (depending on Accounts Payable's G/L Integration settings). When
you try to post transactions to a locked period in General Ledger, however, the
transactions will be placed in an error batch. You can avoid this situation if you
create and post General Ledger batches for outstanding Accounts Payable
transactions before locking a period for General Ledger.
-Related Security Authorizations
o Two new authorizations — Aged Payables Snapshot and Days Payable
Outstanding Snapshot — allow users to view and configure the Aged Payables
snapshot and the Days Payable Outstanding snapshot, respectively, in the new
Sage 300 ERP Portal.
o The new Sage 300 ERP Inquiry authorization allows users to query Accounts
Payable data in the new Sage 300 ERP Portal. If they also have Export
Processing authorization for Accounts Payable, they can print or export the
results of these queries.
o A new Vendor Developer Inquiry authorization supports the new portal's Inquiry
feature. Developers of third-party programs, including macros, should incorporate
this resource in their security structures.

9. 9
Accounts Payable 5.6
ed Payment Checks
Accounts Payable5.5
o New revaluation methods to meet the International Foreign Exchange
Reporting Standards for GAAP for exchange gain and losses
o Ability to enter advanced credits similar to AR feature
o Ability to specify job information contract, project, category, and resource on
recurring payables.
o Enhance Aged/Overdue Payables, Aged Cash, vendor Transactions, and
Aged Retain age reports
o Option to subtotal each sort / group by, show group headers on report, option
to suppress paid documents
Inventory Control 6.2
allows you to specify whether multiple items can be assigned the same serial number.
cost for items in a lot, calculated based on the quantity of items in the lot and the total
cost of the lot.
ills of Material screen. This option allows you to
specify a default number to use for a BOM item when it is entered on the I/C
Assemblies/Disassemblies screen. This information is also displayed on the Bills of
Material report.
integration between Sage 300 ERP and Sage Inventory
Advisor.
o On the Location Details screen:
item that must be in inventory at a location.
ield allows you to specify the lead time to allow when ordering
goods.
o On the Vendor Details screen:
that you must order from a vendor.
f you purchase an item from multiple vendors, this field
allows you to specify a preferred vendor for the item.
Note: Information in these fields is used only by Sage Inventory Advisor (SIA).
u can now change the
stock date.

10. 10
Inventory Control 5.6
or lotted items from vendors.
o Make adjustments involving serialized or lotted items.
o Use serialized or lotted items in assemblies.
s for customer warranties.
Inventory Control 5.5
- included
rt end dates for price lists
committed quantity in Location Details
w just Costing during Posting