Introducing Sage 300 2017 Product Update 2 (2017.2)
Here's a look at some of the top new features in this newest version of the software.
General Enhancements in Both Products
More Flexibility in National Accounts – in AR, you can now change the national account for a customer even if there are outstanding transactions for the customer.
Improved Validation on P/O Receipt Entry Screen - in Purchase Orders, the Receipt Entry screen now prevents you from entering duplicate invoice numbers for the same vendor.
Import Templates - new import template files show the minimum fields required for various record types (such as A/R customers or I/C items). Import templates can be found in the ImportTemplates folder in the Sage 300 Shared Data folder.
Improved Error Messages in Day-end Processing - if a problem occurs during day-end processing, improved error messages help you identify the cause of the problem more quickly and easily.
Improved Item Finder - now you find what you're looking for faster with the Item Finder which now includes information on Quantity Available, Quantity Committed, Quantity on Hand, Quantity on Purchase Order, Quantity on Sales Order, Preferred Vendor (name and number), Preferred Vendor Item Number.
Sage 300c Web Screens
Order Entry Web Screen
New web screens for Sage 300c Order Entry include Invoice Entry, Shipment Entry, and Capture Payments with Invoices (invoice pre-authorized credit card payments for multiple orders or shipments).
Accounts Receivable Documents
A new Inquiry feature makes it easy to look up A/R documents. It's available from the web toolbar, the A/R Customers screen, and some transaction entry screens in Accounts Receivable and Order Entry.
Simplified Emailing from Web Screens
A new Email tab on the Company Profile screen makes it easier to set up and manage print-to-email settings for web screens.
Check Customer Credit Status
A new Credit Status tab on the A/R Customers web screen displays credit status, outstanding balances, and other credit-related information for customers and national accounts. (This information was previously available only from A/R Customer Inquiry in Sage 300 classic screens.)
Sage 300 Classic Screens
Easier Print-to-Email Options
A new Email tab on the Company Profile screen makes it easier to set up and manage print-to-email settings for Sage 300 classic screens. You can send email using Microsoft Outlook, or you can select the new 'Use SMTP' option to use an SMTP service to send documents via email.
Custom Price and Credit Limit Overrides
New customization options allow you to customize and specify how unit price limit overrides and credit limit overrides are approved in O/E transaction entry screens.
Related Articles & Resources:
Introducing Sage 300 Version 2017
What Are Sage 300c Web Screens?
How to Backup and Restore Sage 300 Data