by Jacky Xu

We needed to record a macro from Sage 300 ERP UI and convert it to our Sage 300 ERP project. But sometimes, we struggled to get a useful macro through the Sage 300 ERP record macro tool (E.g. Bank reconcile statement).

In general, we run the record macro tool first. And then we run UI and do some operations to get macro like below:

...

by Emma Tsai
Recently, I received a request from a customer who wants to generate AR invoices based on an imported Excel file from a third party application. The interesting part of this regular import is the sales taxes are imported from the Excel file, instead of being calculated by Sage 300 ERP. If the import file contains tax amounts, then the import process allows Sage 300 ERP to calculate th...

 
by Emma Tsai
Last week, I delivered an interesting project to a client. The client needed a customized spreadsheet that allowed them use a formula to create the new base price of an item when new options were added to a base component. 
For instance, if a customer ordered a base item with an option 1 and option A, our client wanted to increase the base price of the finished item by 5...

by Emma Tsai
I recently received a request from a business partner who wanted to customize their PO receiving slips screen within their Sage 300 ERP system. To begin this customization, I modified their standard PO receiving slips screen to filter the PO receipt by date and vendor group.  
Next, I ensured all server and credential information were created in the set-up screen for their users....

by Hrayr Galoyan
“What on earth is Coupa?" I asked myself this when I heard about Coupa for a recent project. I quickly learned Coupa is a procurement system designed for businesses to simplify purchasing and ensure the users’ interaction is easy and enjoyable, as if you are shopping on Amazon.com. Technology supposedly makes our lives easier and more enjoyable. However,...

by Hrayr Galoyan

Sage 300 ERP has flexible functionality when it comes to defining item prices and discounts. One limitation is that you can only define volume discounts on a per-item basis. But, what if you want to define a volume discount for a group of related items? There is no way to do it in Sage 300 ERP.

Some time back, one of our customers needed exactly that, so we developed a custom so...

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 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
I like both Sage 300 ERP and Intacct, and will write a series of articles comparing various features of the two systems. Today’s article is about revenue recognition. I have some experience with it in Sage so when I learned that Intacct supports it natively, I couldn’t resist investigating.
Basics of Deferred Revenue
The basic need in any revenue recognition applica...