by Sheila Zhang

I have been working on a project that the customer requested the ability to manage requests for quotations in Sage CRM and Sage 300 ERP. The Sage 300 ERP system has a function called Requisition in Purchase Orders module. You can create a requisition of an item without vendor and unit price information. You may need to invite your suppliers to bid on specific products or services....

by Kristi Feng

I very much enjoyed last week at Sage Summit. Thanks to everyone who came to our booth, I’m glad I got to meet all my friends there.

During the keynote session, we saw how the Sage mobile application works. Users can speak to their mobile phone with partial information and ERP data can be pull up instantly.  

The data for this mobile application is from the Sage Data C...

By Jacky Xu

Last month we got a new request for a custom project for Accu-Dart. The client wants to keep temporary PO information before creating a Sage 300 ERP PO receipt and keep some POs to the same group. Then, they want to call the group number a control number. And these functions need to integrate with another system that will create PO information, after the other system fills the data to...

By Hrayr Galoyan

Sage 300 ERP has a very strong inventory control module, with different costing methods supported. Here’s how the FIFO (First In First Out) and LIFO (Last In First Out) costing methods are handled with Sage 300 ERP. Knowing internal mechanics helps if you even need to write a custom report and an application that should handle FIFO/LIFO costing.

Start by creating a new loc...

by Sheila Zhang
Exporting data in Sage 300 ERP to some formatted files is a common request in Sage 300 ERP development. The export program can be very simple -- just a couple of hours work -- or be a highly functional program with multiple extra features.
Recently, we finished a project with some value-added functions. The client decided to implement the SAP system for their accounting modules, bu...

By Kristi Feng
Sage 300 ERP provides COM API to allow us to write programs to interact with the system. We usually use Session Manager to handle the sign-on, so we don't need to know a user's id and password. Session Manager uses the open session and if the user has more than one company open, it asks the user to select a company to open.
Starting with Sage 300 ERP version 5.4, if a user has mult...

By Hrayr Galoyan

Several parameters affect what selling price Sage 300 ERP assigns by default in a new sales order. The price and extended price depend upon:

1.    The customer selected
2.    Customer’s currency
3.    The ship-to location selected
4.    Discounts defined in the pricelist
5.    Ordering unit of measu...

By Emma Tsai
A few months ago, I had a conversation with a client about their existing timecard entry process. The client complained that they currently have their employees enter their daily timesheet on the internal web portal, but it takes them lots of time manually printing and entering these timesheets into PJC timecards and equipment usage in Sage 300 ERP.
CodePartners developed a solution ...

By Kristi Feng
Several weeks ago Sheila showed how to transpose GLAFS from columns to rows.
Sometimes there is also a need to transpose rows to columns.  For example, we want to see item quantities for a year in a row we can use the following SQL with ICHIST table.
 
The following two Transact...

By Jacky Xu
This week, we received a project that needed to get invoice information from PDF files and generate invoices in Sage 300 ERP 2012. We created many projects to generate invoices, so the unique part of this project is how to get the invoice information from a PDF file. The steps were simple:
1. Convert the PDF file to a text file
2. Make sure the format of the text file is ...