Skip to content
Mindover Software Logo with tagline

Sage 300 ERP Tips and Tricks

Sage 300

How to Create a Purchase Order for Drop Ship in Sage 300

in: Company News, Sage 300 ERP Tips and Tricks|Software Tips and Tricks, Sage 300 ERP Tips and Tricks

In this tutorial, we are going to review the steps for creating a purchase order that will be for drop ship directly from the vendor to the customer. Technically, for accounting purposes in Sage, there is no difference between a regular shipment and a drop ship. The steps are the same: a purchase order (PO) […]

Read more
Sage 300

Processing a Refund from a Vendor in Sage 300

in: Company News, Sage 300 ERP Tips and Tricks, Sage 300 ERP

In this tutorial, we explore the steps to process a vendor refund in Sage 300. Let’s say that we purchased $2500 in equipment from a vendor, but the order had to be canceled by the vendor. The following steps are one way to handle processing the refund the vendor issued. Sage 300 Accounts Payable Start […]

Read more
Image of magnifying glass over the words Tips & Tricks with screenshot of software and name of blog.

How to Void Checks in Sage 300

in: Sage 300 ERP Tips and Tricks, Sage 300 ERP

For various reasons it may become necessary to void a check or several. This can be achieved by making use a very simple process in Sage 300. In this example, we will work through the steps to void one or multiple checks. Sage 300 General Ledger Start Sage 300 and navigate to Common Services à […]

Read more
Sage 300 Tips & Tricks

How to Reprint Customer Statements in Sage 300

in: Company News, Sage 300 ERP Tips and Tricks, Sage 300 ERP

There are times when it is necessary to reprint a customer statement for a period that has already been printed. This is easy to do with a little-known feature in the Accounts Receivable module. In this example, we will work through the steps on how to reprint a customer statement in Sage 300. Sage 300 […]

Read more
Sage 300

How to Use Provisional Posting in Sage 300

in: Company News, Sage 300 ERP Tips and Tricks, Sage 300 ERP

In this tutorial, we are going to review how to use provisional posting to test the effects of changes on the general ledger before posting actual amounts permanently. This is particularly useful when needing to make month- or year-end adjustments, yet first wanting to make sure you have entered all transactions needed before posting. For […]

Read more
Sage 300 Tips & Tricks

Creating a General Ledger Control Account in Sage 300

in: Company News, Sage 300 ERP Tips and Tricks, Sage 300 ERP

For various reasons it may become necessary to control what transactions can post to an account. This can be achieved by making a general ledger account a control account. In this example, we will work through the steps to create a general ledger control account in Sage 300. Sage 300 General Ledger Start Sage 300 […]

Read more
Sage 300 GL and A/R Agreement

Reason the GL and Accounts Receivable May Not Agree in Sage 300

in: Company News, Sage 300 ERP Tips and Tricks

There are times when the General Ledger balance may be out of balance with Accounts Receivable. It is important to understand the reason this can happen. Here we will explore the most common reason this occurs. Sage 300 General Ledger and Accounts Receivable First, print the accounts receivable aged trial balance for the date range […]

Read more
Sage 300 General Ledger screenshot

Tips & Tricks – Using General Ledger Security in Sage 300

in: Company News, Sage 300 ERP Tips and Tricks

Many times we find ourselves with a need to restrict access to a certain account or all accounts within a segment. In this example, we’ll look at how to restrict a user’s access to several payroll General Ledger (GL or G/L) accounts by using the General Ledger Security in Sage 300. Start Sage 300 and […]

Read more
Mindover blog placeholder image

Sage 300 Tips and Tricks: Determining Current Version

in: Sage 300 ERP Tips and Tricks|Software Tips and Tricks, Sage 300 ERP Tips and Tricks, Sage 300 ERP

Many times we find ourselves needing to “know” which modules are installed and in use for a particular company. This information lets us know if we should install any new product updates or need to activate a new module. In this example, we’ll show how to do this. Sage 300 System Information Login to Sage […]

Read more
Mindover blog placeholder image

Sage 300 Tips and Tricks: Determining the Number of Companies Set Up

in: Sage 300 ERP Tips and Tricks|Software Tips and Tricks, Sage 300 ERP Tips and Tricks

Many times we find ourselves needing to “know” how many companies are set up and which system(s) databases are in use within Sage 300. This information lets us understand things like user security across companies. In this example, we’ll show how to get this information. Sage 300 Companies Setup Login to Sage 300 Database Setup. […]

Read more