Mistakes are bound to happen, which is why Sage Payment Solutions makes it easy to void or refund a credit card transaction within Sage 300 (formerly Sage ERP Accpac). A few months ago we outlined the steps to Process Credit Card Payments, now lets take a look at how to void or refund a transaction.

Every great ERP software system has the potential to develop program bugs and glitches overtime. So in order to help you keep Sage 300 (formerly "Sage ERP Accpac") running as smooth as possible, Sage releases a weekly set of “Hotfixes” available for download.

Unlike a full version release or product update that is typically accompanied by a host of new features, a Hotfix refers to a small program fix developed to address a very specific issue, system glitch, error message, etc. In other words, to fix a known issue or critical error that customers have been experiencing.  

If you run into a problem with your Sage 300 (Accpac) system, head over to the Sage 300 Support Hub to see if there is a Hotfix download available for that particular issue. Once you locate a Hotfix that you wish to use, follow these step-by-step instructions on how to download and install it to your ERP system.

See Also: Sage 300 Installation and Administration Guides

When entering transactions in Sage X3 that include products/inventory, you have several options for searching on the Product Field:

1. You can access the Selection List, where you can use the Quick Select feature to filter items on the list

2. You can right click on the Product Field for advanced searches and selections

3. Or, you can type in the first few characters of the item reference number or the item's description, which will automatically filter your Selection List. 

Let's take a closer look at the last option #3 which has been enhanced in Sage X3 Version 6.5.

The ability to accept credit card payments is vitally important for most businesses today. That's why Sage Payment Solutions provides a variety of ways to accept and process payments in Sage 300 (formerly Sage Accpac). Adhering to strict PCI compliance rules, Sage Payment Solutions provides your business with the freedom to accept credit cards in person, by mail, over the phone, online, or with your mobile device.

Here's how to process credit card transactions using Sage 300 Payment Processing…

Sage 300 ERP 2012 Product Update 1 (PU1) included a variety of enhancements for the Sage CRM integration, Intelligence Reporting, and Payroll. But one useful new feature that will perhaps fly under the radar is the ability to color code different companies in Sage 300 ERP (formerly "Sage ERP Accpac"). 

NOTE: an updated version of this article has been posted here:
Changing Company Screen Colors in Sage 300

Branding is important for every company, regardless of industry or size. Placing your company's fonts, logo, and colors on every piece of collateral signifies a strong brand and improves professionalism. Its easy to specify the fonts, style, and data elements to print on the header and footer sections of standard reports using Report Format Maintenance in Sage 100. You can also define the font and style for the body of the report, and add images to the header and background of the standard report.

Sage 100 allows you to define one report format per company code and a report format is not specific to a user logon, workstation ID, or to the report. The only exception to this rule is the ability to override the font in the body of the report in the Printer Preferences window. In this case, the override is specific to workstation ID. Here are the steps:

See Also: How to Add Custom Crystal Reports to Sage 100 Menu

In this Sage 300 tip, you will learn how easy it is to use the Fiscal Calendar to lock and unlock fiscal years and periods for individual modules. But, it's important to understand how transactions flow through Sage 300 before you begin locking fiscal periods for individual modules. So if you haven't watched the Preparing to Lock Fiscal Periods video, we strongly recommend that you take a look before continuing.  After you review the set up and workflow information, you will be ready to use the fiscal calendar to begin locking and unlocking fiscal periods.