Changes in Product Update 1

Updating Programs

Upgrading to Later Versions

Compatibility with Sage Programs

SAP Crystal Reports® Runtime Engine

Errors and Omissions in Release Documentation

Viewing help for EFT Direct Products and Financial Link Professional

Product Update 1 New Features and Enhancements

Product Update 1 Program Fixes

Sage 300 ERP 2012 Product Update 1 Release Notes

Product Update 1 contains a modified version of one or more Sage 300 ERP program components. It is not a full upgrade or a product replacement. It is valid only until we release the next product update or the next version of Sage 300 ERP.

Updating Programs

Important! This product update contains database changes for Project and Job Costing. After installing the update, you will need to reactivate your data for this program for version 2012.

Important! This update includes changes to the Sage 300 ERP Portal. If you have installed the portal, the installation program will need to stop and restart Internet Information Services (IIS) and the Sage 300 ERP Tomcat service.

Note: After installing this update, you should clear your browser’s cache. (Some fixes included in the update will not take effect until you do.)

Upgrading to Later Versions

Important! If you upgrade to a later version of Sage 300 ERP, you must install all released product updates for that version before activating your data to avoid possible data corruption issues.

Compatibility with Sage Programs

Sage 300 ERP is now compatible with Sage Fixed Assets 2013.

For a complete list of compatible programs, database platforms, and operating systems, see the Sage 300 ERP 2012 Compatibility Guide on the Sage Customer Portal.

SAP Crystal Reports® Runtime Engine

As described in the 2012 Release Notes, reports in the Sage 300 ERP Desktop are now printed using the SAP Crystal Reports® runtime engine for .NET Framework 4, which is installed with Sage 300 ERP.

Errors and Omissions in Release Documentation

Sage makes every effort to provide accurate product documentation, and we apologize for any inconvenience caused by the following errors and omissions in the release documentation for Sage 300 ERP 2012.

Viewing Help for EFT Direct Products and Financial Link Professional

The Windows Help program (WinHlp32.exe) is not included in Microsoft Windows Vista and later versions of Windows, such as Windows 7 and Windows 8.

To view the help files for our EFT Direct and Financial Link Professional programs, download and install the Windows Help program from the Microsoft Download Center. Be sure to install the correct program for your version of Windows:

Product Update 1 New Features and Enhancements

The following sections describe new features and enhancements included in Product Update 1.

To watch video feature tours of new features and enhancements in the Sage 300 ERP 2012 release and in Product Update 1, visit our YouTube channel at

Company Colors

If you use Sage 300 ERP to manage multiple companies, you can now assign a unique color to each company. This color appears in a border around the Sage 300 ERP desktop and screens, making it easier to see which company's information you are viewing and avoid data entry errors.


Sage 300 ERP Payroll Enhancements

For information about new features and changes in the Canadian and US versions of Sage 300 ERP Payroll 2012 (also called "Sage HRMS Payroll for Sage 300 ERP 7.0"), and for information about upgrading from previous versions of Sage 300 ERP Payroll, see the Sage 300 ERP Payroll Help and release documentation.

Note: Sage 300 ERP Payroll is not included in Sage 300 ERP 2012 Product Update 1. Installation files for Canadian Payroll and US Payroll are available separately.

Important! If you use Pervasive PSQL, Sage 300 ERP Payroll requires version 11.2 or later. If you are using an earlier version of Pervasive PSQL, you must upgrade your database software before installing to avoid activation errors or database corruption. If you attempt to activate Sage 300 ERP Payroll using an unsupported version of Pervasive PSQL, you may experience activation errors and data corruption that prevent all users from signing in to Sage 300 ERP. For information about resolving this problem, see Knowledgebase article 210-1003219.

Online Paystubs and Payroll History for Employees

If you use Sage 300 ERP Payroll 2012, you can now publish payroll information to a secure website, enabling your employees to sign in, review, and print their paystubs and payroll history.

Online paystubs and payroll history are powered by Sage Source, a Sage-hosted web-based service and benefits portal for Sage customers and employees. To learn more about Sage Source and how you can use it to leverage online tools and services from both Sage and third party providers, visit

Sage 300 ERP Payroll customers will receive an email message with instructions for getting started. If you have questions, contact your business partner or Sage 300 ERP product support at

Improved Help and Documentation

We've revised Inventory Control and General Ledger help to improve search results, enhance the readability of help topics, and make it easier for you to find important information and instructions.

We've also added the following new user's guides, available in Docs\61A\ENG:

This product update also includes French- and Chinese-language versions of Purchase Orders help and the Purchase Orders User's Guide.

New Report Designer Add-In for Sage 300 ERP Intelligence Reporting

A new Report Designer add-in enhances the Report Designer module by presenting an alternative to the current report layout generator, allowing you to take control of all design aspects of your reporting layouts.

You use the add-in to create reusable pieces (Excel functions) that you can assemble to create a report. These pieces communicate with a new in-memory processing engine that significantly improves reporting speed and performance.

Note: The Report Designer add-in for Sage Intelligence Reporting is not included in Sage 300 ERP 2012 Product Update 1. An installation file is available separately, and can be downloaded from the Sage Customer Portal ( or the Sage Partner Portal (

Inventory Control

Ability to Ensure that Serial Numbers are Unique to Individual Items.

In earlier versions, Inventory Control allowed you to assign the same serial number to multiple items. This is now a default that you can override.

To ensure that no serial number is assigned to more than one item, you edit the IC.INI file. In the General section of the IC.INI file, change the value of the AllowSameSerialForMultiItems switch to No.

Note: Setting this switch to No does not change existing assigned serial numbers, so any existing duplicated serial numbers remain.

Sage CRM Integration

When viewing a Sage 300 ERP customer on the Company Summary screen, a new Item Inventory button appears. You can click this button to look up Sage 300 ERP inventory items in Sage CRM, and then create a new quote or order for an item.

For more information about using the inventory item lookup feature, see the Sage CRM Integration Guide.


Sage 300 ERP SDK

The AccpacReport COM object now supports exporting reports to Microsoft Excel .xls and .xlsx formats. For more information, see the Sage 300 ERP Development Partner Wiki and

Product Update 1 Program Fixes

The following sections describe program fixes included in Product Update 1.

System Manager

Bank Services

Accounts Payable

Accounts Receivable

General Ledger

Inventory Control

Purchase Orders

Project and Job Costing

Sage CRM Integration


The following program fixes for Sage CRM are included with this product update:

Ops Inquiry

Sales Analysis

Account Code Change