In this document:

Sage 300 2018 release notes

Thank you for choosing a Sage accounting product.

These release notes contain important information about Sage 300, including information about product changes that are not in the documentation.

Product updates contain modified versions of one or more Sage 300 program components. A product update is not a full upgrade or a product replacement. Each product update is valid only until we release the next product update or the next version of Sage 300.

Depending on your purchase agreement, some features described here may not be available in your product.

What's new in Product Update 3

This product update includes fixes to both Sage 300c web screens and Sage 300 classic screens. For details, see Product Update 3 program fixes.

What's new in Product Update 2

This section contains a summary of new features and changes in Product Update 2.

Simplified process for updating workstations

When installing a product update that includes changes to workstation setup, you now update workstations by simply reinstalling workstation setup. You no longer need to uninstall workstation setup first.

Changes to the way you enter subscription license information

If you have a Sage 300c subscription, enter your System Manager serial number on the License Information tab of the License Manager screen, in the Serial Number field. After entering the serial number, click Refresh.

Sage 300c web screens improvements

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

EU General Data Protection Regulation (GDPR) and Sage 300 Anonymizer

The GDPR is a set of laws that comes into force on May 25, 2018. The GDPR applies to you if you process or hold the personal data of people residing in the European Union, even if your company is located outside the EU.

In some situations, the GDPR may legally require you to stop holding personal data for an individual. In part, this means removing a customer or vendor’s personal data (such as their name and address) from Sage 300. A new tool—Sage 300 Anonymizer—helps you do this. To download Sage 300 Anonymizer and learn more about using it, see Knowledgebase article 88838.

Payroll Cheque Exporter for Canadian Payroll

A new Payroll Cheque Exporter tool lets you export data from payroll cheques. The data is exported to a file that you can open in Microsoft Excel to analyze payroll history (for example, to help determine vacation/holiday pay). To download the Payroll Cheque Exporter and learn more about it, see Knowledgebase article 90019.

What's new in Product Update 1

This section contains a summary of new features and changes in Product Update 1.

General improvements

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

Sage 300c web screens improvements

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

What's new in Sage 300 2018

This section contains a summary of new features and changes in the 2018 release.

General improvements

This release includes the following new features and improvements in both Sage 300c web screens and Sage 300 classic screens:

Sage 300c web screens improvements

This release includes the option to install Sage 300c web screens: modernized versions of Sage 300 screens that you can use in a web browser.

Web screens run in parallel with the classic Sage 300 desktop screens, so there's no need to choose between desktop or web. Everyone in your organization can use the interface that best suits their needs, while working seamlessly with a single shared set of company data.

Here's a quick overview of what's new in Sage 300c 2018 web screens:

To learn more about new web screens and features available in this release, see the following documentation and resources:

Important! When using Sage 300c web screens over an external network or the internet, data must be protected with security measures such as Secure Socket Layer (SSL) or a Virtual Private Network (VPN). To determine appropriate security measures, consult with your information technology (IT) professional or Sage Business Partner.

If you use Sage Intelligence Reporting Cloud, we recommend that you configure Sage 300c 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. For more information, see Knowledgebase article 84797.

Web screens are available in English, French, Spanish, and Chinese (Simplified and Traditional). Help and documentation for web screens is available in English and French.

Note: Users may need to adjust their web browser settings to ensure that web screens appear in the correct language. The preferred language for viewing web pages (specified in web browser settings) must match the language specified for the user in their Sage 300 user record.

Sage 300 classic screens improvements

This release includes the following new features and improvements in Sage 300 classic screens:

Technical information

This section provides information about program fixes, product contents and requirements, recommendations, and other technical information.

Product Update 3 program fixes

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

Activating Sage 300 programs

Fixed a problem that could prevent you from activating the Account Code Change, Customer Number Change, Item Number Change, or Vendor Number Change programs.

Help on Workstations

Fixed a problem that prevented you from opening help on workstations by pressing F1.

Accounts Receivable

Accounts Payable

Fixed a problem on the Create Payment Batch screen that could cause slow performance when generating payment batches if the Only Forced Documents option was selected.

Inventory Control

Fixed a problem that could occur when generating an inventory worksheet from the Physical Inventory screen, which caused Sage 300 to stop responding.

Purchase Orders

Project and Job Costing

Fixed a problem in Sage 300 classic screens that could cause the Contract Maintenance screen to stop responding.

Ops Inquiry

Fixed a problem on the S/Os tab of the IC Item Inquiry screen, which prevented information from being displayed in the Customer PO # field.

Item Number Change

Fixed a problem that could occur when combining item numbers, which caused the Item Number Change screen to stop responding.

Product Update 2 program fixes

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

Printing Checks

When printing checks from Accounts Payable or Accounts Receivable, if a check language other than English is specified for the transaction to which a check relates, the check amount is printed in the specified language. Previously, check amounts were always printed in English.

Performance

Fixed a problem in Sage 300 classic screens that could cause slow performance when opening screens.

Notes in Sage 300 Classic Screens

Fixed a problem in Sage 300 classic screens that could cause the Notes screen to stop responding.

Optional Fields in Sage 300c Web Screens

In Sage 300c web screens, when using the Finder in the Value field for an optional field, you can search for a specific value or part of a value.

Bank Services

Fixed a problem that occurred in Sage 300 classic screens on the Reverse Transactions screen, which prevented EFT Payroll Checks from appearing if you selected the Reverse Multiple Transactions option.

Accounts Payable

In Sage 300c web screens, the Vendor Currency field on the Payment Entry screen displays the vendor’s currency. Previously, the field displayed nothing.

General Ledger

Fixed a problem that could occur when printing from the Print Financial Statements screen in Financial Reporter, which could cause the Paper Size field on the Print for Print Financial Statements screen to display nothing or to display an incorrect paper size.

Inventory Control

Order Entry

Project and Job Costing

Sage 300 SDK

Product Update 1 program fixes and technical changes

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

Signing On

Fixed a problem that could cause a "Server Busy" message to appear when signing on to Sage 300.

Default Fiscal Periods

Fixed a problem in Sage 300c web screens, which could cause an incorrect year and period to appear by default on some screens. This problem occurred if Period 1 in your fiscal calendar is not January 1–January 31.

System Manager

Fixed a problem that could cause Sage 300 classic screens to stop responding in certain circumstances.

Bank Services

Fixed a problem on the Reverse Transactions screen that prevented you from finding cleared checks if you selected the Reverse Multiple Transactions option.

Accounts Receivable

Fixed a problem that could cause the Customer Inquiry screen to stop responding when you were scrolling through details on the Documents tab.

General Ledger

Purchase Orders

Order Entry

Project and Job Costing

Fixed a problem that prevented you from posting material returns.

Sage CRM Integration

If you change a customer or vendor record in Sage 300 and the customer or vendor ID begins with a space, the record is correctly updated in Sage CRM. Previously, a duplicate record was created in Sage CRM without the initial space in the customer or vendor ID.

Sage Fixed Assets Integration with Sage 300

Fixed a problem that caused the Options screen to stop responding if you clicked Synchronize.

Web API

A new GLSegmentCodes API end point allows you to work with G/L segment codes.

General information

Compatibility with other programs

For a complete list of compatible programs, database platforms, and operating systems, see the Sage 300 2018 Compatibility Guide, available from Sage Knowledgebase article 26777.

Known issues

Installing Sage 300

For detailed instructions on installing Sage 300, see the Sage 300 Installation and Administration Guide.

Note: Version 2018 installs components that support the deployment of the Sage 300 Portal. The installation program installs Java Runtime Environment and Sage 300 Tomcat silently. (Tomcat is installed as a private instance in your Program Files folder under \Common Files\Sage\Sage 300 ERP\Tomcat.)

Important!

Installing product updates

After installing a product update:

Removing Sage 300

Before removing Sage 300, you must:

To remove Sage 300 2018 programs:

  1. In Windows' Control Panel, click Programs And Features.
  2. Open Uninstall Or Change A Program, and then:

Canadian Payroll

Sage 300 2018 includes Canadian Payroll 2018; and the July 1, 2017 payroll tax update.

For more information, see the Sage 300 Canadian Payroll Release Notes.

US Payroll

Sage 300 2018 includes US Payroll 2018; and the Q2 2017 payroll tax update.

For more information, see the Sage 300 US Payroll Release Notes.

Sage 300 Intelligence Reporting

Sage 300 2018 includes Sage 300 2018 Intelligence Reporting. For more information, see the Sage Intelligence Community.

Known issues

Sage Intelligence Reporting Cloud

Sage Intelligence Reporting Cloud is a financial reporting tool integrated with Sage 300c.

To use Sage Intelligence Reporting Cloud, users must be assigned to a security group with Financial Reporter security authorization for Sage 300 General Ledger and Sage 300 Web API security authorization for Sage 300 Common Services.

Also, for the ADMIN user you must customize two Sage 300 program files. For more information, see Sage Knowledgebase article 84722.

We recommend that you configure Sage 300c 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. For more information, see Knowledgebase article 84797.