Sage 300 2019 release notes

Thank you for choosing a Sage business management solution.

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 7

This section contains a summary of new features and changes in Product Update 7.

General improvements

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

• Updated 1099 tax reporting. For tax year 2020, Nonemployee Compensation is reported in box 1 on a new 1099-NEC form (instead of box 7 on the 1099-MISC form where it was reported previously). On the A/P Print 1099/1096 Forms screen, you can now print to the new 1099-NEC form, as well as updated versions of the 1099-MISC and 1096 forms.
• Improved 1099/CPRS codes. 1099/CPRS codes no longer correspond to specific box numbers on forms, because these box numbers may change from year to year (which has happened with several boxes in tax year 2020, including the change to Nonemployee Compensation discussed above).

  Instead of using the code as an indication of the box number where amounts should be reported, for each code you now specify a type of payment (or other amount) to be reported on 1099/CPRS forms. When you print a form for a specific tax year, amounts are automatically printed in the correct boxes for that year.

  To continue using your existing 1099/CPRS codes, update each of them by specifying a tax reporting type (1099 or CPRS) and an amount type. Also, consider creating 1099/CPRS codes with meaningful names for your next reporting cycle (for example, if you currently use code 7 for Nonemployee Compensation, you might replace this code with one named NEC). If you create new codes, ensure that you assign them to vendors in Accounts Payable.

  Note:

  If you upgrade to a newer version of Sage 300, ensure that you upgrade to a product update that supports these changes:

  • 2020 Product Update 4 or newer
  • 2021 Product Update 1 or newer

Sage 300 classic screens improvements

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

• Updated visual process flows. We have redesigned Visual Process Flows so they no longer require Adobe Flash, because Flash will not be supported after December 2020. This release includes updated versions of the process flow templates that were available previously. You can use these templates as well as any custom process flows that you already have. However, in this release you cannot create or change process flows. The ability to customize process flows will be restored in a future release.

  Also, some things in your custom visual process flows may be different or missing. For details, see Sage Knowledgebase article 107531.

What's new in Product Update 6

This product update includes fixes to both Sage 300cloud web screens and Sage 300 classic desktop screens. For details, see Product Update 6 program fixes.

What's new in Product Update 5

This section contains a summary of new features and changes in Product Update 5.

Sage 300cloud web screens improvements

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

• Enter long comments for order details. For order details on the O/E Order Entry screen, you now enter information in the Comments/Instructions field in a box instead of a table. This allows you to enter long comments without splitting them into multiple rows in a table.

What's new in Product Update 4

This product update includes fixes to both Sage 300cloud web screens and Sage 300 classic desktop screens. For details, see Product Update 4 program fixes.

What's new in Product Update 3

This section contains a summary of new features and changes in Product Update 3.

CRM Integration improvements

When you create or change an order entry transaction that is linked to a CRM opportunity, a corresponding communication record is automatically created in Sage CRM. This feature works whether you create or change the transaction in Sage 300 or Sage CRM.

Note: If you do not want communication records to be automatically created as described above, you can turn off this feature by selecting the Suspend O/E Communication Integration to Sage CRM option on the Sage CRM Setup screen.

What's new in Product Update 2

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

Sage 300cloud web screens improvements

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

• Support for Job Related Documents in Accounts Receivable. In Accounts Receivable, you can now work with job-related invoices, recurring charges, receipts, adjustments, and refunds.

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 300cloud web screens and Sage 300 classic screens:

• Reverse Charges. In Tax Services, you can set up reverse charges (also called customer accounting or self-assessed taxes) for purchases. A reverse charge is a tax amount owed on goods or services you purchase, which you must remit directly to the relevant tax authority, instead of paying it to the vendor.
  Notes:

  • To use this feature, you must generate a license file using the CreateRWLic tool, which you can download from Sage Knowledgebase article 94230.

    After generating the license file, enter your activation code on the License Manager screen in Sage 300.

  • To use this feature on a workstation, after installing this product update you must reinstall workstation setup as the Windows administrator user.
  • Only English reports include information related to this feature. Reports in other languages do not. For a list of related reports, see Sage Knowledgebase article 94471.
• Withholding Taxes. In Tax Services, you can set up withholding taxes for purchases. A withholding tax is applied when purchasing goods or services from a vendor, and allows you to withhold some or all of either the selling price or the tax amount for a transaction. You then remit the withheld amount to a tax authority on behalf of the vendor.
  Notes:

  • To use this feature, you must generate a license file using the CreateRWLic tool, which you can download from Sage Knowledgebase article 94230.

    After generating the license file, enter your activation code on the License Manager screen in Sage 300.

  • To use this feature on a workstation, after installing this product update you must reinstall workstation setup as the Windows administrator user.
  • Only English reports include information related to this feature. Reports in other languages do not. For a list of related reports, see Sage Knowledgebase article 94471.

Sage 300cloud web screens improvements

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

• Tax Reporting programs for Australia and Singapore. The Australia Tax Reports and Singapore Tax Reports programs are now available in web screens. If you report taxes in Australia or Singapore, these programs help you gather and prepare information that you need for tax reporting.

  You can download these programs from Sage Knowledgebase article 93529.

Sage 300 classic screens improvements

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

• United Kingdom Taxes program. If you report taxes in the United Kingdom, a new program is available to help you prepare digital records for your VAT, enabling you to provide updates to HMRC using the Making Tax Digital service.

  You can download the United Kingdom Taxes program from Sage Knowledgebase article 93529.

  Important! To use the United Kingdom Taxes program on a workstation, after installing this product update you must reinstall workstation setup as the Windows administrator user.

• Australia Tax Reports and Singapore Tax Reports help. Help for these programs is now available, and can be opened from the Help menu or by pressing F1.

Office 365 integration with Sage 300

Integrating Microsoft Office 365 with Sage 300 allows you to use Sage Contact, which is an app for Office 365 that lets you view and manage Sage 300 customer information within Outlook. For more information, see Office 365 Integration with Sage 300.

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What's new in Sage 300 2019

This section contains a summary of new features and changes in the 2019 release.

General improvements

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

• Global Search. Type a name, description, number, or code in Global Search to quickly find transactions or records in your database. You can search for people, companies, transactions, accounts, and many other types of records.
• Export Declaration Number field. In Accounts Receivable and Order Entry, you can now enter export declaration numbers for individual invoice details. This information is required for tax purposes in some jurisdictions (such as Malaysia and Singapore).

  An Export Declaration Number field is available on the:

  • Details table on the Document tab of the A/R Invoice Entry screen.
  • A/R Detail Accounts/Taxes screen (in classic screens).
  • Details table on the Invoice tab of the O/E Invoice Entry screen.
  • O/E Items/Taxes screen (in classic screens).
• Tax Authority reference fields for Malaysia and Singapore. On the Tax Authorities screen, you can enter identifying information for a "principal" in the Reference Name and Reference Number fields. You can group tax reporting by these principals.

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Sage 300cloud web screens improvements

This release includes the option to install Sage 300cloud web screens: modernized versions of Sage 300 screens that you can use in a web browser. The release includes a number of new web screens, as well as new features and enhancements for existing web screens.

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 300cloud 2019 web screens:

• Improved Inquiry tool. The Sage 300cloud Inquiry tool has been redesigned to be more powerful and versatile. It includes many new standard queries, and you can now create your own custom queries.

  Note: The A/R Documents and A/R Customer Documents queries that could previously be opened from the Inquiry tool on the web toolbar are now opened from the navigation menu instead.

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

• Sage 300cloud web screens online help
• Sage 300cloud web screens getting started guide

Important! When using Sage 300cloud 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 300cloud 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.

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Sage 300 classic screens improvements

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

• Tax Reporting programs for Australia and Singapore. If you report taxes in Australia or Singapore, new programs are available to help you gather and prepare information that you need for tax reporting. User's guides for these new programs are available on the Sage 300 Product Documents website.

  You can download these programs from Sage Knowledgebase article 93529.

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Redesigned CRM Integration

We’ve redesigned the way that Sage CRM integrates with Sage 300 to make it easier to set up, and to improve usability and performance. Integration screens now have the same modern look and feel as web screens, and perform faster too! The integration now uses the Sage 300cloud web screens instead of the old Sage 300 Portal, which makes installation much simpler.

For more information, see the Sage CRM Integration Guide for Sage 300 2019, which is available on the Sage 300 Product Documents website.

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Technical information

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

Product Update 7 program fixes

The following sections describe program fixes included in Product Update 7.

Synchronization Between Web Screens and Desktop Screens

Fixed a problem that occurred if you changed a customer’s phone number in Sage 300cloud web screens—on the O/E Ship-To Address screen, O/E Customer Bill-To Address screen, or A/R Ship-To Location Information screen—which caused the updated phone number to be formatted incorrectly in desktop screens. (Reference #8008339169)

General Ledger

Fixed a problem in Sage 300cloud web screens that prevented you from printing the Transactions Listing report for a range of periods ending with ADJ (Adjustment) or CLS (Closing). (Reference #8008368359)

Product Update 6 program fixes

The following sections describe program fixes included in Product Update 6.

Web Screens Performance

Fixed a problem that could cause delays of up to a few minutes in Sage 300cloud web screens when loading the sign in page or when signing out. This problem occurred if you have a large number of companies set up in Sage 300.

Printing Reports in Web Screens

When viewing Sage 300cloud web screens using Chrome version 83 (or newer) as your browser, you can print and export reports to files.

System Manager

• On the Current Users screen, user names that include Thai characters are now displayed correctly.
• Fixed a problem that could incorrectly cause the Windows Event Viewer to display error messages related to Sage 300.

Inventory Control

Fixed a problem on the I/C Transfers screen in Sage 300cloud web screens, which prevented you from entering some special characters (such as – or /) in the Item Number field.

Purchase Orders

On the Requisition tab of the Requisition Entry screen in Sage 300cloud web screens:

• Fixed a problem that could prevent you from entering more than two details. This problem occurred if you did not use the Finder to enter item numbers for details.
• Fixed a problem that occurred if you selected the Item Number field for a detail and then pressed Tab, which caused the previous field for the detail to be selected. Now, when you press Tab the next field for the detail is selected.

Payment Processing

In Sage 300cloud web screens, you can now set up credit cards and process payments when using version 84 (or newer) of the Chrome browser. For more information about using Chrome 84 with Sage 300, see Sage Knowledgebase article 106348.

Sage CRM Integration

Fixed a problem that prevented you from using Sage 300 screens in Sage CRM when using version 84 (or newer) of the Chrome browser. For more information about using Chrome 84 with Sage 300, see Sage Knowledgebase article 106348.

Product Update 5 program fixes

The following sections describe program fixes included in Product Update 5.

Emailing Documents

Fixed a problem that could occur if you email documents from Sage 300 using SMTP, which could cause documents you emailed to have an incorrect “tmp” file name.

Sage CRM Integration

In Sage CRM, if you create a quote or order for a company that has not been promoted to Sage 300, the address specified for the company appears in the Sold To box on the quote/order.

Note: In Sage CRM, you can no longer enter or change information on the Customer Bill-To Address screen.

Product Update 4 program fixes

The following sections describe program fixes included in Product Update 4.

Finders

Fixed a problem in Sage 300cloud web screens that prevented you from using finders in tables when using version 76 or 77 of the Chrome browser.

Datapiped Reports

Fixed a problem in Sage 300cloud web screens that could occur if someone printed a datapiped report. The effects of this problem varied (for example, it could prevent you from posting, could cause IIS to stop working, or could cause the web screens to stop responding).

Report Printing

Fixed a problem in Sage 300cloud web screens that could prevent you from printing reports if you (or others in your organization) use the Reports list to open reports.

Note: If you use Firefox as your browser, you must close reports in the Window Manager before closing your browser. Otherwise, you or others may later be unable to print reports.

System Manager

• Fixed a problem in Sage 300 classic screens that could cause some fields to be displayed incorrectly, particularly on the A/R Options and A/P Options screens.
• Fixed a problem on the Security Groups screen in Sage 300cloud web screens that could cause the list of choices in the Application field to include some apparently duplicated items, but they were not really duplicates because they did not have the correct security authorizations. This problem occurred only if you use third-party programs integrated with Sage 300.
• Fixed a problem on the User Authorizations screen in Sage 300cloud web screens that could cause the table to include some apparently duplicated applications, but they were not really duplicates because they did not have the correct security groups. This problem occurred only if you use third-party programs integrated with Sage 300.

Accounts Receivable

Fixed a problem in Sage 300cloud web screens that prevented you from adding new customer records if the Keep Statistics option (on the Options screen) was not selected.

Accounts Payable

• Fixed a problem that could occur in Sage 300cloud web screens if you use multicurrency accounting, which could prevent you from opening some invoice batches from the Invoice Batch List screen. This problem occurred for an invoice batch if a required exchange rate was not set up for one or more of the invoices in the invoice batch.
• Fixed a problem on the Invoice Entry screen in Sage 300cloud web screens that could incorrectly cause a “Value for Invoice Details optional field has not been set” message to appear after you entered information in the Distribution Code or Distribution Amount fields. This problem occurred if you use optional fields on invoice details, and No was entered in the Value Set field for any of these optional fields.

General Ledger

• Fixed a problem that prevented you from posting G/L transactions provisionally if you use Spanish as your Sage 300 user language.
• Fixed a problem in Sage 300cloud web screens that could occur when you selected a report format on the Chart of Accounts report, which caused a different report format to be selected. This problem occurred only in single currency systems.

Sage CRM Integration

• When promoting a company to Sage 300, you can now include special characters (such as & or $) in the customer/vendor number.
• Fixed a problem on the Quotes tab for Opportunities, which could occur when promoting a quote to Sage 300 by clicking Promote to Order. The problem prevented the ship-to location for the quote from being automatically set as the ship-to location for the Sage 300 order.

Ops Inquiry

The IC Item Inquiry screen now opens faster.

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Product Update 3 program fixes

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

Tax Services

Fixed a problem that caused the Tax Tracking report to include all A/P payments, instead of only those that the report should include.

Accounts Receivable

Fixed a problem in Sage 300cloud web screens that caused the Receipt Entry screen to stop responding if you opened the Document Taxes screen for a miscellaneous receipt. This problem also caused the Document Taxes screen to show incomplete information for the miscellaneous receipt.

Accounts Payable

• Fixed a problem in Sage 300 classic screens that prevented you from importing data on the Payment Entry screen if the data you tried to import included Adjustment_G_L_Distributions records.
• Fixed a problem in Sage 300cloud web screens on the Detail/Taxes screen for invoices, which could cause an incorrect amount to appear in the Tax Base field. This problem occurred if you changed the item tax class for a detail from a taxable tax class to an exempt tax class.
• In a multicurrency system, when you apply a prepayment for a vendor whose currency is different from your functional currency, the related posting journal shows correct credit and debit information for the applied prepayment.

Purchase Orders

Fixed a problem in Sage 300cloud web screens that prevented you from entering details on the Requisition Entry screen if you use Purchase Orders as a stand-alone program (without Inventory Control).

Order Entry

Fixed a problem in Sage 300cloud web screens that could cause the Order Entry screen to stop responding if you deleted an order detail.

Project and Job Costing

Fixed a problem that could cause the Contract Maintenance screen to perform slowly or stop responding. This problem occurred if you repeatedly opened the Category Maintenance screen for different categories.

Account Code Change

Fixed a problem that occurred if you use G/L Consolidations, which prevented you from posting a change list.

Sage CRM Integration

Important! For some of these fixes to work, you must uninstall and then reinstall the Sage CRM Synchronization Component (E/W) after installing product update 3.

• Fixed a problem that prevented you from promoting a customer from Sage CRM to Sage 300 if Order Entry is not activated in Sage 300.
• On the CRM Opportunity tab, you can now send email messages to addresses with a long top-level domain (the top-level domain is the part of the email address at the end, after the dot). For example, you could now send email to [email protected].
• If you change a customer’s contact name in Sage 300 (on the Contact tab of the A/R Customers screen), a new person record is created in Sage CRM and the Sage 300 customer is linked to the newly created Sage CRM person. In Sage CRM, the person record that was previously linked to the Sage 300 customer is not changed.
• You can send email messages to a company that has not been promoted to Sage 300 on the CRM Opportunity tab.
• If you have multiple Sage 300 companies integrated with Sage CRM, you can promote a company from Sage CRM to any of your integrated Sage 300 companies. Previously, you could be prevented from choosing the Sage 300 company.
• Fixed a problem that could cause a quote or order to be incorrectly removed from the Opportunities Summary page. This problem occurred if you updated the quote or order in Sage 300cloud web screens.

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Product Update 2 program fixes

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

Accounts Receivable

In Sage 300 classic screens, the Refund Batch List screen performs faster, particularly when working with large batch lists.

Accounts Payable

• Fixed a problem in Sage 300 classic screens that could cause the Payment Register report to show the wrong vendor for some transactions.
• When printing 1096 forms for tax year 2018, printed information is printed in the correct positions on the form.

Inventory Control

If you have set up G/L integration to create G/L transactions by adding them to an existing batch (this setting is specified on the G/L Integration screen), day end processing now performs faster than it did previously.

Sage CRM Integration

Fixed a problem that prevented customizations to a Sage 300 screen from appearing when you opened the screen from Sage CRM.

Ops Inquiry

On the Ops Inquiry IC Item Inquiry screen, the S/Os and Qty. Avail. tabs now open faster.

Sage 300 SDK

Fixed a problem that could prevent users from importing user authorizations for a subclassed program.

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Product Update 1 program fixes

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

Item Finder

Fixed a problem that could cause incorrect quantities to be displayed in the Item finder.

Accounts Receivable

Fixed a problem in Sage 300cloud web screens that could prevent you from opening the Refund Entry screen. This problem occurred if you have activated only the Sage 300 financial modules.

Project and Job Costing

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

Ops Inquiry

In Sage 300 classic screens, when you open the Item finder on the Ops Inquiry IC Item Inquiry screen, the finder displays the same criteria you specified the last time you used this finder.

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General information

• Sage 300 2019 supports upgrades only from versions 5.6, 6.0, 2012, 2014, 2016, 2017, or 2018.
• If you use workstation setup, you must also run Sage 300 Intelligence Reporting workstation setup (located in BX66A\WSSetup) on every workstation where you will view and use Intelligence Reporting screens.
• You require version 2019 (internally versioned as 6.6A) of all core programs that you plan to use.

  If you use Canadian Payroll or US Payroll, you require version 7.3 of these programs with the most current tax updates.

  Note: You must install Sage 300 before installing payroll programs.

• If you are upgrading from an earlier version, you must upgrade all Sage 300 programs to 2019 at the same time. Sage 300 2019 programs do not work with programs from earlier versions.

• The following programs are installed with Sage 300, and are required to use Sage 300:

  • MSXML (Microsoft XML Core Services) 6.0
  • Microsoft SQL Server Native Client 11.0
  • Microsoft .NET Framework 4.6.2
• If you need to use the Sage 300 .NET Remoting Service, you must run the Web Deployment Wizard that is available on Knowledgebase article 104304.
• Sage 300 2019 includes SP23 for SAP Crystal Reports® runtime engine.

  If you use Sage HRMS or Sage Fixed Assets integrated with Sage 300, refer to the Sage 300 2019 Compatibility Guide for updated information on compatibility with Sage HRMS and Sage Fixed Assets. The Sage 300 2019 Compatibility Guide is available from Sage Knowledgebase article 26777.

• For the most current technical information about database and report changes, and about parameters for customizing printed forms, see Sage 300 Database and Report Changes, Sage 300 Parameters for Customizing Printed Forms, or Sage Knowledgebase article 68834.

  Note: The guides mentioned above are available only online. They are not included with the Sage 300 install.

• Product documentation for Sage 300 is available from the Sage 300 Product Documents website.

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Compatibility with other programs

For a complete list of compatible programs, database platforms, and operating systems, see the Sage 300 2019 Compatibility Guide, available from Sage Knowledgebase article 26777.

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Known issues

• When using the Notes screen on the Sage 300 classic desktop:

  • When adding or editing a note, the text editing area and toolbar appear only if you have enabled active scripting and scripting of Java applets in Internet Explorer security settings. For more information, see Knowledgebase article 76898.
  • The Notes screen does not appear correctly if you use the Medium - 125% display size (specified in Windows control panel). For more information, see Knowledgebase article 76926.
• When previewing reports in web screens, information in some reports is not aligned correctly. To work around this issue, export the report to PDF format. For more information, see Knowledgebase article 76337.
• Sage 300 uses components of Microsoft Internet Explorer to display help topics. If the Enhanced Security Configuration setting is turned on for your browser, you will receive an error message when you try to display certain help topics. To display help correctly for all topics and to prevent the error message, you must add the following site to the list of Trusted sites in Internet Explorer: about:security_A4WCONTAINERXP.EXE.
• If you are using Sage 300 on a workstation in a client-server environment, you could have trouble viewing help. For example, your browser might display the message "Page cannot be displayed." For a solution, see Sage Knowledgebase article 18477, or Microsoft support article 896054.
• When you reverse a payment (using the Bank Reverse Transactions screen), if the payment includes withheld tax amounts, the offsetting tax tracking record and the offsetting update to 1099/CPRS statistics are not created.

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Installing Sage 300

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

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Removing Sage 300

Before removing Sage 300, you must:

• Close all instances of the Sage 300 Desktop.
• Close all applications that integrate with Sage 300.
• Stop all Sage 300 services that are running, such as Sage 300 .Net Remoting Service.

To remove Sage 300 2019 programs:

1. In Windows' Control Panel, click Programs And Features.

2. Open Uninstall Or Change A Program, and then:

   • To remove all Sage 300 programs, double-click Sage 300 2019.

   • To remove individual Sage 300 programs:

     1. Click Sage 300 2019, and then click Change. (Do not double-click Sage 300 2019.)
     2. Click Modify, and then use the Select Features screen to select the programs you want to install and clear the selections for programs you want to remove.

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Sage 300 Payroll

Sage 300 2019 includes Canadian and US Payroll. For more information, see the related release notes, which you can find on the Sage 300 Product Documents website.

Note: Canadian and US Payroll may not be available in all regions.

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Sage 300 Intelligence Reporting

Sage 300 2019 includes Sage 300 2019 Intelligence Reporting. For more information, see Sage Intelligence Learning.

Known issues

• If you have multiple versions of Microsoft Excel installed, you may need to manually load the Report Designer Task Pane Excel Add-in.
• If you use exclusions in account and row set rules, exclusion accounts may appear when you drill down to balance.
• If Sage 300 Intelligence Reporting was installed by a user other than you (for example, an administrator), you must open Microsoft Excel before running reports in Report Viewer or Report Manager.
• In Report Viewer, an "Open File - Security Warning" message appears for every report you view. (This message should only appear once, when you first open Report Viewer.)

• If you use Microsoft Excel 2013, and you save a report template in Report Manager using Save Excel Template:

  • When you run the report in Excel, an “External Data” message may appear. You can proceed by clicking Yes.
  • If the report template has a timeline, the timeline does not retain its filters.

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Sage Intelligence Reporting Cloud

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

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 300cloud 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.

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