Changes in Product Update 3

Updating Programs

Updating Sage 300 ERP Intelligence Reporting

Upgrading to Later Versions

Compatibility with Sage Programs

Sage CRM Integration Known Issues

Error in Product Update 1 Release Notes

Product Update 3 New Features and Enhancements

Product Update 3 Program Fixes

Product Update 2 New Features and Enhancements

Product Update 2 Program Fixes

Product Update 1 New Features and Enhancements

Product Update 1 Program Fixes

Sage 300 ERP 2014 Product Update 3 Release Notes

Product Update 3 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

Before installing this product update, read the following important information:

Updating Sage 300 ERP Intelligence Reporting

Product updates for Sage 300 ERP Intelligence Reporting are not included with product updates for Sage 300 ERP. If you use Sage 300 ERP Intelligence Reporting, check that you have installed the most current product update.

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

For a complete list of compatible programs, database platforms, and operating systems, see the Sage 300 ERP 2014 Compatibility Guide in the Sage Knowledgebase.

Sage CRM Integration Known Issues

You may experience a problem that prevents you from opening Sage 300 ERP screens from Sage CRM. To fix this problem, see Knowledgebase article 34906.

For information about integration changes and other known issues, and to download the integration upgrade package, see Knowledgebase article 35474.

Error in Product Update 1 Release Notes

Sage makes every effort to provide accurate product documentation, and we apologize for any inconvenience caused by the following error in the Product Update 1 documentation for Sage 300 ERP 2014:

We stated that Sage CRM Integration support for Oracle databases would be added in Sage CRM 7.2E. In fact, Sage CRM 7.2E is not required, and we have now added Sage CRM Integration support for Oracle databases.

Product Update 3 New Features and Enhancements

The following sections describe new features and enhancements included in Product Update 3.

System Manager

Accounts Receivable

A new Business Reg. No. field on the Customers screen allows you to enter business registration numbers for customers. This number is required for tax purposes in some jurisdictions (such as Malaysia and Singapore).

Accounts Payable

New fields allow you to enter numbers that are required for tax purposes in some jurisdictions (such as Malaysia and Singapore):

Purchase Orders

A new Import Declaration Number field on the Invoice Entry screen allows you to enter import declaration numbers for imported goods. This number is required for tax purposes in some jurisdictions (such as Malaysia and Singapore).

Inventory Control

A new Optimize Inventory screen helps you optimize your inventory:

Also, new options related to the Optimize Inventory screen have been added to other screens:

Product Update 3 Program Fixes

The following sections describe program fixes included in Product Update 3.

Installation

Importing and Exporting

Visual Process Flows

System Manager

Accounts Receivable

Accounts Payable

Inventory Control

Purchase Orders

Order Entry

Project and Job Costing

Canadian and US Payroll

Sales Analysis

Account Code Change

Customer Number Change

Product Update 2 New Features and Enhancements

The following sections describe new features and enhancements included in Product Update 2.

Fresh, Modern Look and Feel

We’ve updated a selection of frequently used screens in Inventory Control to make it easier to find information and complete tasks:

Improved Help and Documentation

We've revised Bank Services and Tax Services 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\62A\ENG:

This product update also includes French-language versions of:

System Manager

Accounts Payable

On both the Vendors screen and the Vendor Groups screen, the Statistics tab has been redesigned to provide more information. On these screens, the Statistics tab now displays the following:

Inventory Control

Sage CRM Integration

CRM Integration now supports Oracle databases.

Product Update 2 Program Fixes

The following sections describe program fixes included in Product Update 2.

Report Printing

System Manager

Accounts Receivable

Accounts Payable

General Ledger

Inventory Control

Sage CRM Integration

Ops Inquiry

Customer Number Change

Item Number Change

Sage 300 ERP Intelligence Reporting

Product Update 1 New Features and Enhancements

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

Importing and Exporting

Sage 300 ERP now supports the xlsx file format that was introduced in Microsoft Excel 2007.

Note: If Excel 2007 is not available as a file type when importing or exporting, you must install Microsoft Access Database Engine 2007. For more information, see Knowledgebase article 35473.

Accounts Receivable

Transaction entry screens (Adjustment Entry, Invoice Entry, Receipt Entry, and Refund Entry) now include an Entered By field that indicates who entered the transaction.

Accounts Payable

Transaction entry screens (Adjustment Entry, Invoice Entry, and Payment Entry) now include an Entered By field that indicates who entered the transaction.

Purchase Orders

You can now create invoices and credit notes that have a total of zero.

Product Update 1 Program Fixes

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

System Manager

Report Printing

Accounts Receivable

Accounts Payable

General Ledger

Inventory Control

Purchase Orders

Order Entry

Project and Job Costing

Sage 300 ERP Intelligence Reporting

Sage CRM Integration

Sales Analysis