Sage 300 2020

General improvements

  • Multiple contacts for customers and vendors.
    You can now set up multiple contacts for customers (including national accounts) and vendors. For each customer and vendor, you can then set up Sage 300 to email A/P, A/R, O/E, and P/O documents to some or all of the contacts for the customer or vendor.
    If you have integrated Sage 300 with Microsoft Office 365 or with Sage CRM, the new contacts are supported in the Sage Contact app for Outlook 365 and in Sage CRM.Click here to learn more about how to setup multiple contacts in Sage 300.
  • General Ledger integration with Tax Services.
    Integrating General Ledger and Tax Services allows you to enter tax amounts in G/L journal entries. The tax amounts are posted to Tax Services so they appear in the Tax Tracking report. You can also include them in the following G/L reports:

    • G/L Batch Listing report
    • G/L Posting Journals report
    Note: To use this feature, during installation select Subscription Features on the Select Features screen.

Sage 300 desktop screens improvements

  • Updated visual process flows.
    Sage have redesigned Visual Process Flows so they no longer require Adobe Flash, because Flash will not be supported after December 2020.This release includes updated versions of the process flow templates that were available previously. You can use these templates as well as any custom process flows that you already have. However, in this release you cannot create or change custom process flows. The ability to customize process flows will be restored in a future release.
    Also, some things in your custom visual process flows may be different or missing.
  • Improved help.
    Sage have updated Sage 300 help to make it easier to find important information and instructions:

      • Search results are more relevant and include topic excerpts to help you find what you’re looking for. Also, you can now use internet search engines to find information in the help.
      • Help topics are more readable, and the help has a fresh, modern look and feel.
    You can view the new help in a browser on any device with internet access, even if you don’t have Sage 300 open.

    The new help is available online only.

  • See web screens users on the Current Users screen.
    You can now see who is signed in to web screens.

Sage 300cloud web screens improvements

This product update includes the following new features and improvements in Sage 300cloud web screens:

  • Company colors.
    If you use Sage 300 to manage multiple companies, you can assign a unique color to each company to make it easier to see which company’s information you are viewing and avoid data entry errors.
    Previously, company colors appeared only in classic screens. Now they also appear in web screens, at the top of the Sage 300cloud home page and screens.

    Note: This feature is available only in programs created using the Sage 300 Software Development Kit (SDK).
    If you use integrated programs that were not created using the Sage 300 SDK, company colors will not appear in screens for those programs.

    You set up company colors using Sage 300 Database Setup.

  • Enter long comments for order details.
    For order details on the O/E Order Entry screen, you now enter information in the Comments/Instructions field in a box instead of a table. This allows you to enter long comments without splitting them into multiple rows in a table.
  • Specify BOM numbers on order details.
    On the O/E Order Entry screen, when entering an order detail for a Bill of Material (BOM), you can now specify a BOM number in the Kit/BOM field.
  • Forcibly sign out users who are signed in to web screens.
    On the Current Users screen, the Administrator user can now forcibly sign out users who are signed in to web screens.
  • Run Sage 300cloud in Multiple Browser Tabs.
    You can now run Sage 300cloud in multiple browser tabs or windows at the same time.
If you use Sage Intelligence Reporting Cloud, we recommend that you configure Sage 300cloud web screens to run in a secured environment using digital certificates.
If you do not, warnings will appear in your browser each time you start Sage Intelligence Reporting Cloud.

CRM Integration improvements

When you create or change an order entry transaction that is linked to a CRM opportunity, a corresponding communication record is automatically created in Sage CRM.
This feature works whether you create or change a transaction in in either Sage 300 or Sage CRM.

An overview of the changes and features introduced in Sage 300 2020 release, including improvements updated visual process flows, an improved help and CRM integration.

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