Sage 300cloud 2023
Web screens getting started guide
August 2022
This is a publication of Sage Software, Inc.
© 2022 The Sage Group plc or its licensors. All rights reserved. Sage, Sage logos, and Sage product
and service names mentioned herein are the trademarks of Sage Global Services Limited or its
licensors. All other trademarks are the property of their respective owners.
Last updated: August 22, 2022
Contents
Discover Sage 300cloud web screens 5
Home Page 5
Administration and User Management 5
Financial Management 6
Operations Management 6
Reports 7
Frequently asked questions 8
General questions 8
Product features 10
Reporting and intelligence 11
Hardware and software requirements 12
Customization 12
Getting started with Sage 300cloud web screens 14
Installing Sage 300cloud web screens 14
Signing in to Sage 300cloud in a browser 15
Finding and learning about features 16
Managing windows and tasks 20
About Sage Intelligence Reporting Cloud 22
Customizing Sage 300cloud web screens and menus 23
Setting up home page widgets 23
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Sage 300cloud 2023 Web screens getting started guide
Adding and managing shortcuts to reports 24
Customizing the navigation menu 26
Customizing fields and controls on web screens 27
Importing and managing customizations for web screens 28
Setting up email for web screens 30
Search and inquiry tools 33
About the Sage 300cloud Inquiry tool 33
Looking up information using the Sage 300cloud Inquiry tool 34
Creating a custom query 36
About Global Search 37
Looking up information using Global Search 38
Appendix A: List of Sage 300cloud web screens 40
Financial web screens 40
Operations web screens 51
Banking and Tax web screens 65
Administration web screens 69
Appendix B: Tips and tools 71
Data entry tools 71
Keyboard shortcuts 73
Working with detail entry tables 75
Filtering Data When Exporting 76
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Sage 300cloud 2023 Web screens getting started guide
Discover Sage 300cloud web screens
Sage 300cloud web screens bring the power of Sage 300 to your web browser.
Whether you're using your desktop computer, your laptop, or your tablet, now you can enter transactions,
generate reports, manage company finances, and more—anywhere, anytime.
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.
Read on for a quick overview of what's available in Sage 300cloud web screens.
Depending on your purchase agreement, some features described here may not be available in your
product.
Home Page
Use the home page to find and open program features and reports; to review key business information;
and to find help and resources.
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Find and open program features and reports. On the home page, use the navigation menu to find
and open program features ("windows") and reports. After opening a feature or report, click the
Help menu to browse related help articles and find additional resources.
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Navigate between open windows and reports. Use the Window Manager at the right of the
screen to switch between open windows, or to close windows.
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Review key performance indicators for your business. Add and set up widgets on the home
page to see key business information at a glance.
Administration and User Management
Use administration and user management features to set up your company, add and manage user
groups, and maintain your data.
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Set up your company. Create your company profile and optional fields, specify currency settings,
and set up your fiscal calendar.
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Manage users and security. Set up security for your system and assign users to security groups.
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Sage 300cloud 2023 Web screens getting started guide
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Maintain your data. Check data integrity and review restart records to resolve data issues and
recover from errors.
Financial Management
Use financial modules to set up your general ledger, maintain banking and tax information, and manage
payables and receivables.
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General Ledger. General Ledger supports multicurrency accounting, integrates extensively with
other program features, and supports import and export of transaction data for use with other
programs. Set up and maintain your general ledger accounts, enter or transfer transactions from
various sources, and print reports.
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Bank Services.Bank Services centralizes payments and receipts for all Sage 300 accounting
features. Set up bank information, track and manage payments and receipts, reverse payments,
return NSF items, perform reconciliations with bank statements, and create General Ledger
batches for information from bank statements and miscellaneous monthly transactions.
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Tax Services.Tax Services centralizes tax information on sales and purchases for all Sage 300
accounting features. Set up tax tables, tax calculation rules, and tax audit information.
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Accounts Payable. Accounts Payable handles all your payables record keeping and reporting
needs. Set up and maintain vendor accounts; enter or import transactions; print checks; and track
vendor account and transaction details on screen and on printed reports.
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Accounts Receivable. Accounts Receivable handles all your receivables record keeping and
reporting needs. Set up and maintain your customer accounts; enter or import transactions; print
invoices; and track account and transaction details on screens and on printed reports.
Operations Management
Use operations modules to process payments, manage inventory, and process customer and vendor
transactions.
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Payment Processing. Set up Payment Processing to process credit card payments from your
customers.
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Inventory Control.Inventory Control maintains detailed perpetual inventory records and produces
reports to help you manage your stock effectively. Set up and track inventory items, enter and post
transactions, and print reports.
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Order Entry.Order Entry handles all your order entry, invoicing, and order tracking needs,
regardless of the size and complexity of your business. Process orders and shipments, track
transaction details and sales information, and print invoices, quotes, order confirmations, picking
slips, credit notes, debit notes, and shipping labels.
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Purchase Orders.Purchase Orders provides all the transaction entry, processing, and reporting
features you need to fully automate your purchase order procedures and meet your management
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Sage 300cloud 2023 Web screens getting started guide
needs. Enter and process purchase requisitions, purchase orders, receipts, vendor invoices,
returns, credit notes, and debit notes, and print forms and mailing labels for your vendor
transactions.
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Project and Job Costing.Project and Job Costing is ideal for builders, contractors, manufacturers,
or any job‐ or project‐oriented service organization. It lets you manage all aspects of your
contracts, from estimates through completion. Track costs and revenues, monitor job progress,
and measure profitability over one or many periods.
Reports
Print financial reports, transaction reports, and other key business information.
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Sage 300cloud 2023 Web screens getting started guide
Frequently asked questions
Find answers to frequently asked questions about Sage 300cloud web screens.
General questions
What's the difference between Sage 300cloud web screens, the Sage 300
Portal, and web deployment?
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Web screens are redesigned versions of Sage 300 desktop screens that you use in a web
browser. You open web screens from a new browser-based home page, which also features
widgets that you can customize to display key business information.
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The Sage 300 Portal is no longer available.
In Sage 300 2018 and earlier versions, it provided access to Sage 300
desktop screens
in a web
browser, and featured an ad hoc Inquiry tool. "About the Sage 300cloud Inquiry tool" (page 33).
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Web deployment is no longer available.
In Sage 300 2018 and earlier versions, it provided a web-based platform for accessing Sage
300
desktop screens
using IIS and remote access technology (Microsoft .NET Framework or
Distributed COM remoting).
Do web screens replace the Sage 300 Portal?
Yes. The Sage 300 Portal is no longer available, and features it provided are now available in web
screens, including ad hoc inquiry and support for the quotes-to-orders feature in Sage CRM.
Web screens use the Portal database, so if you already use the Portal, you do not need to create or set
up a new database to start using web screens. For more information, see "Installing Sage 300cloud web
screens" (page 14).
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Sage 300cloud 2023 Web screens getting started guide
Are all modules and screens from the Sage 300 Desktop available as web
screens?
Not all modules and screens from the Sage 300 Desktop are available as web screens.
A selection of frequently used screens from the following Sage 300 modules are available as web
screens, with more screens planned for upcoming releases:
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Administrative Services
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Common Services
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Bank Services
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Tax Services
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General Ledger
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Accounts Payable
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Accounts Receivable
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Inventory Control
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Order Entry
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Purchase Orders
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Payment Processing
For a list of available web screens, see "List of Sage 300cloud web screens" (page 40).
Are the web screens identical to the desktop screens?
While most of the web screens are similar to their counterparts in the Sage 300 Desktop, the new
screens have been redesigned to work in a browser and deliver an improved user experience.
Among other changes, we've spelled out potentially confusing abbreviated labels, revised messages so
they're simpler and friendlier, and redesigned a number of controls on the user interface to streamline
and simplify tasks.
Can I use web screens and desktop screens at the same time?
Yes, you can. For example, if you have customized some desktop screens, you can continue to use
those while using the web screens for other tasks.
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Sage 300cloud 2023 Web screens getting started guide
Do I need to install Sage 300 or any other software on every computer or
device that will be used to access the web screens?
You do not need to install any software other than a web browser. However, all computers or devices that
will be used to access the web screens must be connected to the network on which the Sage 300 server
is running.
Can I use web screens in multiple browser windows or tabs at the same
time?
Each user can sign in to web screens in only one browser window or tab at a time. If you want to use web
screens in multiple browser windows or tabs, as a workaround, you can sign in using different browsers,
such as Chrome and Firefox.
Product features
Are web screens available in languages other than English?
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.
Are optional fields supported in web screens?
Yes.
Are multicurrency systems supported?
Yes.
Is Payment Processing available?
Yes.
Are Intercompany Transfers available?
No. To manage intercompany transfers, use Sage 300 desktop screens.
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Sage 300cloud 2023 Web screens getting started guide
Is Project and Job Costing available?
No. To manage projects and jobs, or to process job-related transactions, use Sage 300 desktop screens.
Are Operations modules available?
Yes. A selection of frequently used screens from Inventory Control, Order Entry, and Purchase Orders
are available as web screens, with more screens planned for upcoming releases.
Reporting and intelligence
What reporting and intelligence features are available in web screens?
Reports in Sage 300 are generated in one of the following ways:
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Using Sage Intelligence Reporting Cloud
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Using report printing screens in Sage 300
For more information, see Printing Reports.
What security authorizations are needed for Sage Intelligence Reporting
Cloud?
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.
Are custom forms and reports supported?
Yes, with exceptions. If you have customized versions of the standard forms and reports included with
Sage 300, they will be available in web screens, as long as the report file name has not been changed.
You can also use the Reports list to create a list of links to the custom reports you and your team use
most often.
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Sage 300cloud 2023 Web screens getting started guide
Hardware and software requirements
What hardware and software do I need to use web screens?
For current information about minimum system requirements, see the Compatibility Guide:
https://support.na.sage.com/selfservice/viewdocument.do?externalId=26777
Do I need to use a PC?
You can use any computer or device with a current web browser to view and use web screens.
The screens are not optimized for display on mobile devices, so are not currently recommended for use
on a tablet or mobile phone.
Which web browsers are supported?
Current versions of the most popular web browsers are supported.
For details, see the Compatibility Guide:
https://support.na.sage.com/selfservice/viewdocument.do?externalId=26777
Do web screens use Apache Tomcat?
No. Web screens use Microsoft .NET and Internet Information Services (IIS).
The Sage 300 Portal, which is no longer available, used Apache Tomcat.
Customization
Are custom forms and reports supported?
Yes, with exceptions. If you have customized versions of the standard forms and reports included with
Sage 300, they will be available in web screens, as long as the report file name has not been changed.
You can also use the Reports list to create a list of links to the custom reports you and your team use
most often.
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Sage 300cloud 2023 Web screens getting started guide
What other customizations are supported?
All existing customizations are supported in desktop screens, but not in web screens.
Most web screens can be customized by administrators using the Customize menu option. Partners and
ISVs can use the Software Development Kit (SDK) and Web Application Program Interface (API) to
create custom services and features for Sage 300cloud web screens.
Are Visual Basic macros supported?
Macros are not supported in web screens, but are still supported in desktop screens.
Can I modify application files, DLL files, and INI files?
Modifying these files to make changes to web screens is not supported.
You can continue to modify these files to make changes to the Sage 300 Desktop.
Is a Software Development Kit (SDK) available?
Yes, an SDK is available for Sage 300 web screens, as well as a Web Application Program Interface
(API).
To download documentation and get started, see Sage Knowledgebase article 75211.
For more information about Sage Development Partner Programs, visit www.sage.com/us/partners.
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Sage 300cloud 2023 Web screens getting started guide
Getting started with Sage 300cloud web
screens
Find general information on how to get started with Sage 300cloud web screens.
Installing Sage 300cloud web screens
Sage 300cloud web screens are installed with Sage 300cloud when you select the Web Screens option
during installation.
Important! To use Sage 300cloud web screens, data must be protected with Secure Socket Layer
(SSL). When using Sage 300cloud web screens over an external network or the internet, additional
security measures are required, such as a Virtual Private Network (VPN). To determine appropriate
security measures, consult with your information technology (IT) professional or Sage Business
Partner.
The lists below provide a quick overview of additional steps required to install and start using Sage
300cloud web screens. For complete installation and setup instructions, see the
Sage 300 Installation
and Administration Guide
.
Before installing Sage 300cloud:
1. Verify that your system meets all hardware and software requirements listed in the Compatibility
Guide:
https://support.na.sage.com/selfservice/viewdocument.do?externalId=26777
2. Install Microsoft Internet Information Services (IIS) if you have not already done so. (
Sage 300
Installation and Administration Guide
Chapter 5)
Note: If you encounter any issues when trying to use web screens after installing, see the
Troubleshooting section in Chapter 5 for additional information about IIS settings.
3. In Microsoft SQL Server Management Studio, create a Portal database if you have not already
done so. This database is used by Sage 300cloud web screens. (
Sage 300 Installation and
Administration Guide
Chapter 3)
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Sage 300cloud 2023 Web screens getting started guide
When you install Sage 300cloud:
1. On the Select Features screen, select the Web Screens option.
2. If web screens will be used in a language other than English, select the relevant language pack.
After installing Sage 300cloud:
1. Configure the Portal database, which is used by Sage 300cloud web screens. (
Sage 300
Installation and Administration Guide
Chapter 5)
2. Ensure that users have security authorization to access all modules and screens they need to use.
(
Sage 300 Installation and Administration Guide
Chapter 6)
3. Activate all modules for which you want to use Sage 300cloud web screens. You can do this from
the Data Activation screen on the Sage 300 desktop, or using the Data Activation utility that is
available on the Windows Start menu (under Sage 300 Admin Utilities).
Note: Administrative Services, Common Services, and General Ledger must be activated before you
can sign in to Sage 300 web screens.
When installation and setup are complete, you are ready to sign in and start using web screens.
Signing in to Sage 300cloud in a browser
To use Sage 300cloud web screens, you sign in to Sage 300cloud in your web browser, using the same
credentials you use to sign in to the Sage 300 Desktop.
The computer or device you use to sign in does not need to have Sage 300 installed, but it does need to
be connected to the network on which the Sage 300 server is running.
Sage 300cloud web screens support current versions of the most popular web browsers. For current
information about supported browsers, see the Compatibility Guide:
https://support.na.sage.com/selfservice/viewdocument.do?externalId=26777
To sign in to Sage 300cloud in a browser:
1. Visit http://
servername
/sage300, where
servername
is the server name or IP address of the web
server where Sage 300 is installed.
2. Enter your username and password.
Your system may be set up to show only companies for which you have security rights. More...
If your system is set up this way:
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Sage 300cloud 2023 Web screens getting started guide
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Pressing Tab after entering your password updates the list of companies that are available.
(Initially, the list of companies includes only companies that do not use security. After
entering your password and pressing Tab, the list also includes companies that use security
that you are authorized to open.)
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If you enter your password but do not press Tab, and instead immediately press Enter or
click Sign In, the system tries to open the last company that was opened, which may not be
the same one displayed in the company list. For example:
Suppose you have two companies: Company1 does not use security, Company2 uses security
(and you have security rights for it). The last company that was opened is Company2. Before
entering your password and pressing Tab, Company2 cannot be displayed, so Company1 is. You
enter your password and click Sign In. Even though Company1 was displayed, Company2
opens.
3. Select a company.
4. Click Sign In.
Finding and learning about features
A number of tools are available to help you find and learn about program features in the web screens.
Welcome bar
At the top of the screen, the welcome bar displays the session date, the Account menu, your company
name, Global Search, the Help menu, the Settings menu, and the Tools icon.
You use the Account menu to sign out of Sage 300cloud, and to navigate to any available connected
services.
Global Search allows you to quickly search your entire Sage 300 database for transactions or records.
For more information, see "Looking up information using Global Search" (page 38).
The Help menu lists articles and resources related to the window you are viewing, as well as a search
field you can use to search for specific terms in the Help Center.
The Settings menu includes a Text Size setting that lets you change the size of text on web screens to
smaller sizes than the default. Using smaller text lets you see more fields and controls without having to
scroll down. This setting affects all screens, but you can also change the size of text for individual
screens. For more information, see "Changing the size of text on screens" (page 20).
The Tools icon lets you show or hide the web toolbar.
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Sage 300cloud 2023 Web screens getting started guide
Navigation menu
Windows and reports are organized into "modules" on the navigation menu. When you sign in, Sage
300cloud displays modules, windows, and reports you are authorized to view and use.
The navigation menu appears at the left side of your browser window. By default, the menu is displayed
in a collapsed mode that shows small icons for each module. When you point to one of these icons, the
full name of the module is displayed. You can expand the whole menu to show module names by clicking
Expand Menu at the top right of the menu.
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Sage 300cloud 2023 Web screens getting started guide
Features differ by module, but are usually organized into some or all of the following categories:
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Setup and Setup Reports. Specify setup options and print reports of setup options specified for a
module.
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Transactions and Transaction Reports. Process transactions and print transaction reports,
including forms such as invoices and receipts.
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Periodic Processing. Perform periodic processing tasks such as creating batches and running
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Sage 300cloud 2023 Web screens getting started guide
Day End Processing.
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Reports. Set up and print reports.
Quick links
When you select a window or report from the navigation menu, a list of quick links to related windows
appears at the top of the screen.
For example, when you open a G/L transaction window, quick links to other G/L transaction windows
appear.
Web toolbar
The web toolbar appears at the right side of your browser window when you are using Sage 300. It
includes the tools described below.
You can move the web toolbar by dragging it up or down the right side of your screen. You can also hide
or show the web toolbar by clicking the Tools icon at the top of your screen.
Notes panel
Use the Notes panel to add and manage notes for customers, vendors, and inventory items.
Reports list
The Reports list is available if you use customized SAP Crystal Reports®. Use it to create a list of links to
the custom reports you and your team use most often. For more information, see "Adding and managing
shortcuts to reports" (page 24).
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Sage 300cloud 2023 Web screens getting started guide
Inquiry tool
The Inquiry tool allows you to quickly and easily look up information that exists in your Sage 300cloud
system. For more information, see "Looking up information using the Sage 300cloud Inquiry tool" (page 34).
Changing the size of text on screens
You can change the size of text on web screens to smaller sizes than the default. Using smaller text lets
you see more fields and controls without having to scroll. You can set text size for all screens, or for
individual specific screens, as follows:
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To set text size for all screens, use the Text Size setting on the Settings menu on the welcome
bar.
In addition to text sizes, this setting includes an option to Reset, which clears all text size settings from
specific screens and resets all screens to use the text size selected here.
For more information about the welcome bar, see "Finding and learning about features" (page 16).
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To set text size for a specific screen, use the Text Size setting on the Options menu for the
screen. (The setting is available on all screens that have an Options menu.)
If you set text size for a specific screen, the text size setting on the welcome bar no longer affects this
screen. For example, if you set text size on the A/P Payment Entry screen to Small, the text size on this
screen will remain set to Small regardless of the text size you set on the welcome bar (unless you reset,
as described above).
Note: If you have integrated Sage CRM with Sage 300, Sage 300 screens always use the default text
size when they are opened in Sage CRM.
Managing windows and tasks
You use the Window Manager to open, manage, and navigate between multiple windows in Sage
300cloud.
The Window Manager appears on the web toolbar at the right side of your browser window when you are
using Sage 300cloud, and displays the number of windows you have open.
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Sage 300cloud 2023 Web screens getting started guide
To see a list of open windows, click the Window Manager. On the Open Windows list, you can click a
window to navigate to it, or click the Close button to close a window.
Note: If you close all windows, Sage 300cloud displays your home page.
Recently used windows
Like the Window Manager, the Recently Used Windows list appears on the web toolbar at the right side of
your browser window.
This list displays windows you've opened recently, and you can click a window on the list to open that
window.
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Sage 300cloud 2023 Web screens getting started guide
About Sage Intelligence Reporting Cloud
Sage Intelligence Reporting Cloud is a financial reporting tool integrated with Sage 300cloud. It offers
ready-to-use online reports that can also be viewed in Microsoft Excel ®. You can customize the ready-
to-use financial reports or create new reports specific to your business.
Sage Intelligence Reporting Cloud runs on your Sage 300 server. In Sage 300cloud web screens, use
Business Intelligence Reporting on the navigation menu to open Sage Intelligence Reporting Cloud and
report on your Sage 300 company data.
Important!
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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.
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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.
If you use Sage 300cloud web screens over an external network or the internet, some additional
configuration is required to use Sage Intelligence Reporting Cloud. For more information, see
Knowledgebase article 90986.
Sage Intelligence Reporting Cloud includes ready-to-use financial reports that give you immediate insight
into and across your business. You can customize these reports or create and save your own so you
don't have to recreate your reports each time you run them. You can also update a report to filter results
by accounts, group categories, or account groups by creating a copy of a report and updating the row
sets accordingly.
For information about customizing and printing reports with Sage Intelligence Reporting Cloud, see the
Sage Intelligence Reporting Cloud help at https://help.sageintelligence.com/sage300c/en-us/.
For information about ready-to-use reports, see Sage Intelligence Reporting Cloud Reports at
www.sageintelligence.com/solutions/sage-300c/reports.
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Sage 300cloud 2023 Web screens getting started guide
Customizing Sage 300cloud web
screens and menus
Customize web screens and the navigation menu.
Setting up home page widgets
Set up widgets on your home page to view key business information at a glance.
To add widgets to your home page, click the Add Widgets menu and select widgets to add. The widget or
widgets you selected are added to your home page in the order you selected them.
To arrange widgets, point to the title bar of a widget, and then drag it to a new position.
Note: Figures displayed in widgets are in your company's functional currency.
Widget settings and options
In the title bar of each widget, the Widget Settings menu displays some or all of the following
options:
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Edit Settings. Specify criteria for data to be displayed in the widget. Depending on the widget, you
may do this by specifying the year and period; by selecting specific accounts, transactions, and
amounts; or by specifying other settings.
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Edit Title. Enter a new name for the widget.
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Refresh. Refresh the data displayed in the widget.
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Close. Remove the widget from your home page. You can add the widget to your home page
again by selecting it from the Add Widgets menu .
Errors while viewing widgets
If a "Cannot Display Widget" error message appears in one or more widgets on the home page, it may be
caused by one of the following issues.
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Sage 300cloud 2023 Web screens getting started guide
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Missing data. No data has been entered in your Sage 300 system to be displayed in the widget.
For example, if you have not entered any income or expenses, the Income and Expenses widget
may display an error message.
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Temporary issues retrieving data. Data has been entered but is currently unavailable. This may
happen during temporary issues with network connectivity.
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Other setup or application issues. Data is available, but the widget cannot be displayed due to a
setup issue or a temporary issue with Sage 300.
If the problem persists, contact your system administrator, or contact Sage for technical support.
Adding and managing shortcuts to reports
If you use customized SAP Crystal Reports®, the Reports list lets you create a list of links to the custom
reports you and your team use most often.
The Reports list appears at the right side of your browser window when you are using Sage 300.
Administrators can use the Reports list to create a list of links to reports. After a report has been added to
the Reports list, the link is available to users who are assigned to one of the UI profiles specified for the
report.
Note: The Reports list does not support links to datapiped reports. Also, report file names cannot
include any spaces.
Before you start
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You must sign in as an administrator ("ADMIN" user) to manage the Reports list.
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Create a new Reports folder in the Shared Data folder on your Sage 300 server, and save all the
reports to which you want to create a link. (When creating new links, you select reports saved in
this folder.)
To add a report link to the Reports list:
1.
Click the Reports list button at the right of your browser window.
The Reports list appears.
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Sage 300cloud 2023 Web screens getting started guide
2. Click Add Report Link.
The Add Report Link panel appears.
3. In the Title field, add a title for the report link.
4. Click Browse.
5. Select a report file, and then click Select.
Important! The report file name cannot include any spaces.
6. In the UI Profiles field, specify UI profiles for the report. Only users who are assigned to these
profiles can view the report on the Reports list.
Tip: Click the UI Profiles menu to open a partial version of the UI Profiles screen, which you can
use to create a new UI profile, or to review and change the list of users assigned to an existing UI
profile. Other features of the full UI Profiles screen (such as the Reports tab) are not available.
7. Click Save.
The link is added to the Reports list, with the title you specified appearing as the link text.
To edit a report link:
1.
Click the Reports list button at the right of your browser window.
The Reports list appears.
2.
On the report menu for the report you want to edit, click Edit.
3. Edit the report settings as needed.
4. Click Save.
To remove a report link from the Reports list:
Important! When you delete a report link from the Reports list, the link is removed for all UI profiles.
1.
Click the Reports list button at the right of your browser window.
The Reports list appears.
2.
On the report menu for the report you want to edit, click Delete.
A confirmation message asks if you want to delete the report.
Note: Deleting a report link from the Reports list does not delete the report file from the Reports
folder in the Shared Data folder on your Sage 300 server; only the link is deleted.
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Sage 300cloud 2023 Web screens getting started guide
3. Click Yes.
Customizing the navigation menu
Use the Customize Navigation Menu screen to customize the screens that are available on the navigation
menu.
For example, you can hide the A/R Invoice Entry web screen, or the A/R Transactions category, or the
Accounts Receivable module.
If you hide all web screens in a category, the category does not appear in the navigation menu. If you hide
all web screens and categories in a module, the module does not appear in the navigation menu.
Web screens
are hidden or shown by company according to the selections you make on the Customize
Navigation Menu screen. If you manage multiple companies, you must sign in to each company
separately to specify which web screens are hidden or shown for users who sign in to that company.
Desktop screens
are hidden and shown based on user authorizations and security groups. Using the
Customize Navigation Menu to hide or show a web screen has no effect on the corresponding desktop
screen.
Before you start
l
You must be signed in as an administrator to use the Customize Navigation Menu screen.
l
You can make changes to the navigation menu while other users are signed in, but they will not
see the changes until they refresh their browser or sign out and sign in again.
l
To open any screen that appears on the navigation menu, users must be assigned to a security
group that is authorized to use the screen.
To customize the navigation menu:
1.
Open Administrative Services > Customization > Customize Navigation Menu.
2.
Clear check boxes to hide screens, categories, or modules from the navigation menu. More...
l
To hide a screen (such as Invoice Entry), clear the check box for the screen.
l
To hide a category (such as A/R Transactions), clear the check box for the category.
l
To hide a module, clear the check boxes for all categories for the module.
3.
Select check boxes to show hidden screens, categories, or modules in the navigation menu. More...
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Sage 300cloud 2023 Web screens getting started guide
l
To show a screen (such as Invoice Entry), select the check box for the screen.
l
To show a category (such as A/R Transactions), select the check box for the category, or
select one or more screens in the category.
l
To show a module, select the check box for one or more categories or screens in the
module.
4. Click Save.
Customizing fields and controls on web screens
Many web screens include a Customize option on the Options menu that you can use to hide and show
fields and controls for that screen, or to customize labels for those fields and controls.
You can create multiple different customized versions of a single screen. Each customized version of a
screen must have a distinct Customization ID.
Along with the customization ID, you specify the UI profiles that will use the customized screen. This
allows you to customize a screen differently for each UI profile, or use the same customized screen for
multiple UI profiles.
When you use this feature to make changes to a web screen:
l
The changes apply only to users who are assigned to the UI profiles you specify.
l
Sage 300 desktop screens are not affected. Similarly, any changes made to desktop screens do
not affect the appearance of web screens.
Notes:
l
To hide or show a field and related controls, you may need to clear or select multiple options.
For example, to hide a Ship-To Location field, you may need to clear options for the label, text
box, buttons (such as the Go, Add, and Finder buttons), and the Details link.
l
Labels for some fields and controls change dynamically when you select filter criteria, document
type, or other criteria. Customized labels for these dynamic fields and controls may revert to
their original value when a different selection is made.
Before you start
l
You must sign in as an administrator ("ADMIN" user) to customize web screens.
l
You can customize web screens while other users are signed in, but they will not see the changes
until they refresh their browser or sign out and sign in again.
l
To open any screen that appears on the navigation menu, users must be assigned to a security
group that is authorized to use the screen.
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Sage 300cloud 2023 Web screens getting started guide
To customize fields and controls for a web screen:
1. Opena web screen that supports customization.
2. Click Options > Customize.
3. In the Customization ID field, enter an ID for the customized screen.
You can create multiple different customized versions of a single screen. Each customized version of a
screen must have a distinct Customization ID.
4. In the Customization Description field, enter a description for the customized screen.
5. In the UI Profiles field, specify one or more UI profiles. Only users who are assigned to the
specified UI profiles will see the customized screen. You can leave this field blank and specify UI
profiles later.
If there are multiple customized versions of a screen, you can specify different UI profiles for each,
allowing you to customize a screen differently for each UI profile, or use the same customized screen
for multiple UI profiles.
Tip: Click the UI Profiles menu to open a partial version of the UI Profiles screen, which you can
use to create a new UI profile, or to review and change the list of users assigned to an existing UI
profile. Other features of the full UI Profiles screen (such as the Reports tab) are not available.
6. To show or hide a field or control, select or clear the check box for that field or control.
7. To change the label for a field or control, enter the new label text in the Text column.
8. Click Save.
To delete a customized version of a screen:
1. Opena web screen that supports customization.
2. Click Options > Customize.
3. In the Customization ID field, enter the ID for the customized version of the screen that you want
to delete.
4. click Delete.
Importing and managing customizations for web screens
If you or your Sage business partner use the Sage 300 Web Screens SDK to create customizations for
web screens, you can sign in as a UI Customization Admin to import and manage customizations.
By default, imported customization files are saved in the shared data directory in
Directory
\Customization\
System Database ID
\
Package ID
\. (For example,
C:\Sage\Sage300\SharedData\Customization\SAMSYS\Package1.)
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Sage 300cloud 2023 Web screens getting started guide
To be imported successfully, a customization package must be a ZIP file that contains a valid manifest
file and all required JavaScript and settings files. More...
l
The package must be a ZIP file (extension is .zip)
l
The package must include a valid JSON file manifest.json
l
The package must include any JavaScript and settings files specified in the manifest file
l
The manifest file must include the following fields:
l
PackageId
l
BusinessPartnerName
l
Description
l
WebScreens
l
TargetScreen
l
ControlsConfiguration
l
ControlsBehavior
To sign in to Sage 300 as a UI Customization Admin:
1. Visit http://
servername
/sage300/admin, where
servername
is the server name or IP address of
the web server where Sage 300 is installed.
2. In the User ID field, enter the username of the ADMIN user.
3. Select a system database.
4. Click Sign In.
On the Import tab, you can specify packages to import and assign Sage 300 databases for which
customizations will be available.
To import a customization package:
1. Sign in as a UI Customization Admin.
2. On the Import tab, click Browse and select a package of web screens customizations created
using the Sage 300 Web Screens SDK.
3. Click Import to import the customization package.
4. Click Assign, and then select each database for which you want the customizations in the
imported package to be available.
After importing packages, on the Manage tab, you can enable, disable, and prioritize individual
customizations.
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Sage 300cloud 2023 Web screens getting started guide
To manage individual customizations:
1. Sign in as a UI Customization Admin.
2. On the Manage tab, in the Package ID field, specify whether to view customizations for all
imported packages or for a specific package.
3. If you want to enable all customizations for all packages, or for the currently selected package,
click Enable All.
4. Use Advanced Mode as needed to enable and disable individual customizations, and to specify
the priority order in which multiple customizations will be applied to a single web screen. More...
a.
Select the Advanced Mode option.
b. In the Customization Details table, set the Status field to Enabled or Disabled for individual
customizations as needed.
c. For each screen to which multiple customizations will be applied:
i. In the Priority field, set the priority of the first customization to be applied to the
screen to 1.
ii. Set the priority of the next customization to be applied to the screen to 2, and so on.
5. Click Save.
After importing and setting up customizations
l
Sign in to each Sage 300 company to which you have applied customizations and verify that each
customization is working as expected.
Setting up email for web screens
You can set up Sage 300cloudweb screens to send documents via email.
You use the Email tab on the Company Profile web screen to enter default email settings that are used
when you print documents to email from web screens.
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Sage 300cloud 2023 Web screens getting started guide
To set up email for Sage 300cloud web screens:
1. In Sage 300cloud web screens, open Common Services > Company Setup > Company Profile.
2.
On the Email tab, specify an email service (how you will email documents), and then enter settings for
the email service:
l
BasicAuthentication SMTP
l
Server Name.Enter the server name for your email server, using the format
smtp.
server name
.
l
Server Port.The default value is 587, but you can change it. Consult the documentation for
your SMTP server or service.
Notes:
l
Some SMTP services recommend using Port 587 to avoid potential rate
limiting or blocking.
l
SSL is required if you use Port 465.
l
Use SSL.The default value is Yes, but you can change it.
Important! This setting affects data encryption and authentication. Consult your IT
professional or SMTP server documentation to determine which setting to use.
l
Username.Enter the username for the SMTP server to be used when sending email.
l
Password.Enter the password for the email account to be used when sending email.
l
MicrosoftGraph
l
Tenant ID.Enter the tenant ID (alternatively called the directory ID) from your
Microsoft 365 account.
l
Client ID.Enter the client ID (alternatively called the application ID) from your
Microsoft 365 account.
l
Client Secret.Enter the client secret from your Microsoft 365 account.
For additional technical information about setting up Microsoft Graph, see Sage Knowledgebase
article 115363.
3.
Enter other settings. More...
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From Email Address.Enter the email address to be used when sending email.
Note: If you send email using Basic Authentication SMTP as your email service, this address
may need to match the one you enter in the Username field, or may not work unless you set up
an email alias. Consult your SMTP server documentation for details about sending email.
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Sage 300cloud 2023 Web screens getting started guide
l
Send Copies To.To receive copies of emails that you send to customers or vendors, enter one or
more email addresses where copies should be sent.
If you enter multiple email addresses, separate them with a semicolon. For example:
Note: This field works like Bcc (blind carbon copy). Email recipients are not alerted that you
have sent a copy to yourself.
4.
Under Send Test Email, specify a test email address and send a test email. More...
a. To.Enter the email address of the recipient for the test email.
b. Send a Test Email.Click to send a test email using the settings specified on the Email tab.
5.
If the email message does not arrive in the email inbox of the recipient you specified:
l
Check the junk email or spam folder for the email account.
l
Check the settings you entered, make any needed changes, and send another test email.
6. Click OK to save your settings.
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Sage 300cloud 2023 Web screens getting started guide
Search and inquiry tools
Learn about tools for looking up records, transactions, and information in your Sage 300cloud system.
About the Sage 300cloud Inquiry tool
The Inquiry tool allows you to quickly and easily look up information that exists in your Sage 300cloud
system. You do this by opening a query, which displays information in a results table (the type of
information is determined by the query you choose). You then use filters and other controls to refine what
and how information is displayed in the results table. From the results table, you can drill down to source
transactions and other records. You can also export data from the results table to a Microsoft Excel file.
Many standard queries are available, which allow you to find various types of information. For example,
General Ledger Transactions, Inventory Items, Order Entry Invoices, and more.
In addition to using standard queries, you can create custom queries by changing an existing query and
then saving your version as a custom query. When saving a custom query, you can specify whether it is
private (available only to you) or public (available to all users).
Note: If your Sage 300 system uses security, you must have Sage 300 ERP Inquiry security
authorization to use the Inquiry tool.
Special queries for Accounts Receivable
There are some special queries available that you can use to look up Accounts Receivable documents:
l
A/R Documents. Look up all types of posted and pending transactions for customers.
l
A/R Customer Adjustments. Look up posted adjustments (including adjustments from write-off
batches), along with the documents they adjusted.
l
A/R Customer Documents. Look up posted invoices, credit notes, debit notes, interest charges,
receipts (including unapplied cash, prepayments, and miscellaneous receipts), and refunds.
l
A/R Customer Receipts. Look up posted receipts for payments, including information about the
documents to which each receipt was applied.
l
A/R Customer Refunds. Look up posted refunds, including information about the documents that
were refunded.
These A/R queries are special in several ways:
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Sage 300cloud 2023 Web screens getting started guide
l
You cannot create custom queries from them.
l
You do not open them from the main Inquiry tool. Instead, you open them from the following
places:
l
Navigation menu. You can open the A/R Documents query from Accounts Receivable >
A/R Transactions > Document Inquiry, and the A/R Customer Documents query from
Accounts Receivable > A/R Customers > Customer Inquiry.
l
A/R Customers screen. Customer queries are available from the Inquiry list on this screen.
Note: By default, these queries find documents for the customer whose record is open in the
A/R Customers screen.
l
Other screens. Some fields include an Inquiry option on the menu beside the field (for
example, the Customer Number field on the A/R Invoice Entry screen).
l
They work differently than the queries in the main Inquiry tool.
After opening one of the A/R queries, no results are initially displayed. You must first specify search
criteria (filters) and then click Apply. The tool displays matching results.
Note: In a multicurrency system, you can specify whether to show amounts in the functional currency
or in the customer's currency.
When some results are displayed, you can see more information related to a specific transaction by
selecting the transaction in the main table (for some of these queries, information related to the selected
transaction is displayed in other tables), or by drilling down to source transactions.
The query you choose determines the default state of search criteria. However, once you've opened the
query, you can change search criteria, as long as your changes are consistent with the type of
information that the query is designed to find.
For example, the A/R Documents query is limited to finding A/R documents. By default, search criteria
for this query are set up to find all A/R documents for a single customer. You can change the search
criteria to find A/R documents based on any combination of customer numbers, document types, fully
paid status, and national accounts. But you cannot use this query to find O/E documents.
Looking up information using the Sage 300cloud Inquiry
tool
The Inquiry tool allows you to quickly and easily look up information that exists in your Sage 300cloud
system.
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Sage 300cloud 2023 Web screens getting started guide
There are some special queries available that you can use to look up Accounts Receivable documents.
These queries work differently than other queries. This topic includes instructions for using both regular
queries and the special A/R queries.
To look up information using a regular query:
1. On the web toolbar at the right of the screen, click the Inquiries button.
2. In the Data Source field, select a data source to indicate the general type of information you are
looking for.
3. On the Standard Queries or Custom Queries tab, click a query.
Note: At the top of the Custom Queries tab, you can specify the type of custom queries to display:
public, private, or both.
The Inquiry tool appears, and displays a results table containing the type of information that the
selected query is designed to find.
4. Use filters and other controls to refine what and how information is displayed:
l
Show Grand Totals. Select this option to show grand totals below the results table.
l
Per Page. Choose how many rows appear in the results table.
l
Group by column. To group the rows in the results table by a column, drag and drop the
column's header to the purple bar above the table. You can group by only some columns.
For columns you can group by, column headers are shaded purple. For other columns,
column headers are light grey.
If you group by column, subtotals are displayed below each group in the results table.
l
Sort by column. By default, rows in the results table are sorted by the first column (the
column at the left side of the table). To change the sort order, or to sort by a different column,
click any column header.
l
Column header menus. Each column header includes a menu with the following controls:
l
Columns. Specify which columns appear in the results table.
l
Filter. Set a filter to narrow down the information that appears in the results table.
A bar above the table displays all the filters that are currently set.
To clear a single filter, open the Filter menu on a column that has a filter set, and click
Clear. To clear all filters, click Clear All Filters (above the table).
In the results table, you can click some transactions and records to drill down and see more information.
The query you are using determines the types of transactions and records to which you can drill down.
For example, when using the Order Entry Invoices query, you can drill down to see invoices in the O/E
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Sage 300cloud 2023 Web screens getting started guide
Invoice Entry screen, orders (the source transactions for the invoices) in the O/E Order Entry screen,
and customers in the A/R Customers screen.
Tip: You can export data from the results table to a Microsoft Excel file by clicking Export. Totals are
not included in the exported data.
To look up information using one of the special A/R queries:
1. Open the Inquiry tool in one of the following ways:
l
On the navigation menu, open the A/R Documents query (Accounts Receivable > A/R
Transactions > Document Inquiry) or the A/R Customer Documents query (Accounts
Receivable > A/R Customers > Customer Inquiry).
l
On the A/R Customers screen, click Inquiry, and then choose a query type.
l
On other screens, click the Inquiry option on a field where it is available.
The Inquiry tool appears, set up in the default state for the query type you chose.
Note: Depending on the query type and the information in your Sage 300cloud system, you may
need to change or specify search criteria before any results are displayed.
2. To view search criteria, click Filter.
3. Specify search criteria, and then click Apply.
Results that match the criteria you specified are displayed.
When some results are displayed, you can see more information related to a specific transaction by
selecting the transaction in the main table (for some query types, information related to the selected
transaction is displayed in other tables), or by drilling down to source transactions.
To change or refine your search, change search criteria and then click Apply again.
Tip: In a multicurrency system, you can use the field at the top right of the screen to specify whether
to show amounts in the functional currency or in the customer's currency.
Creating a custom query
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Sage 300cloud 2023 Web screens getting started guide
To create a custom query:
1. Open an existing query (either a standard query or a custom query).
Tip: You can open a query from the Inquiry tool on the web toolbar, or by clicking Open Query on any
query that is already open.
2. In the results table, use the controls in column headers to show or hide columns, and to specify
filters.
3. Click Save Query.
4. On the Save Query panel:
l
In the Query Name field, enter a name for your custom query.
l
In the Type field, specify whether the query is public or private.
A public query is available to all users. A private query is available only to you.
l
In the Description field, you can enter more information describing your custom query. (This
is optional.)
5. Click Save.
Your custom query is saved.
About Global Search
Global Search is a powerful but streamlined search tool that you can open from the welcome bar at the
top of the screen. It allows you to quickly search your entire Sage 300 database for any of the following:
l
Transactions
Note: When searching for transactions, you can specify the type of transactions you want to find.
l
Items
l
Customers
l
Vendors
l
G/L Accounts
l
G/L Journal Entries
Important!
Before using Global Search for the first time, the Sage 300 ADMIN user must set up Global Search by
clicking the Refresh button on the Global Search screen. (Only the ADMIN user can do this.)
If you have multiple Sage 300 companies, you must set up Global Search in each of your companies.
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Sage 300cloud 2023 Web screens getting started guide
Refreshing Search Data
The Sage 300 ADMIN user can manually refresh search data to ensure that Global Search finds results
from the most current and complete data. You refresh search data by clicking the Refresh button on the
Global Search screen. (Only the ADMIN user can do this.)
You can refresh search data only for the company that you currently have open. If you have multiple
companies, refreshing search data for one of them does not affect search data for the others.
Refresh search data in the following situations:
l
Before using Global Search for the first time.
l
After using Database Load to change data in a database.
l
After deleting records from a database (for example, with Clear History).
l
After changing database settings, such as user name, password, server, ODBC DSN, database
name, or changing whether the database uses security.
Tip: After changing or adding data, it may be several minutes before your changes are reflected in
Global Search results. You may be able to make changes appear sooner in Global Search results by
refreshing search data.
Looking up information using Global Search
Use Global Search to quickly look up transactions and records in your Sage 300cloud system.
To ensure that Global Search finds results from the most current and complete data, the Sage 300
ADMIN user may sometimes need to manually refresh search data. For more information, see "About
Global Search" (page 37).
To look up transactions and records using Global Search:
1.
Click the Search icon at the top of your screen.
The Global Search screen appears.
2. On the list to the left of the search field, select types of transactions or records to find.
3. In the search field, enter a word, phrase, or other text (such as an identifying number) that may be
in the transaction or record you are looking for, and then click the Search button to the right of the
search field.
A list of results is displayed.
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Sage 300cloud 2023 Web screens getting started guide
By default, if you enter multiple words in the search field, transactions and records are found if they
include any of the words you entered. You can refine this default behaviour by using the following
special formatting in the search field:
l
Quotation marks. To find an exact phrase, enclose the phrase in quotation marks. For
example, if you search for "Please ship promptly", only transactions and records that
include the exact phrase Please ship promptly will be found. Transactions and records that
include variations such as Please ship soon or Ship promptly will not be found.
Another use of quotation marks is to find text that includes special characters (such as hyphens).
For example, to find ABC-123, enter "ABC-123" in the search field.
l
Plus sign. To specify that results must include a certain word or phrase, put a + before the
word or phrase. For example, if you search for +20233 +"office chair" furniture, every result
will include both 20233 and office chair, but may or may not include furniture.
To open a transaction or record in its primary screen, click the transaction ID or record ID in a result.
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Sage 300cloud 2023 Web screens getting started guide
Appendix A: List of Sage 300cloud web
screens
New web screens are often added with Sage 300cloud releases and product updates. Consult this list to
see web screens that are available in the Sage 300cloud version and modules you use.
Note: The tables below show only product updates in which new web screens were added. If a product
update is not shown, no new web screens were added in that product update.
If a web screen is not available for the task you need to perform, you may be able to use a Sage 300
desktop screen.
For general information and an overview of web screens that have been added with each release and
product update, see
What's New in Sage 300cloud Web Screens
.
Financial web screens
Financial modules include General Ledger, Accounts Payable, and Accounts Receivable.
General Ledger web screens
Category Screen 2023
G/L Accounts Account History Inquiry
G/L Accounts Account Permissions
G/L Accounts Accounts
G/L Accounts Budget Maintenance
G/L Accounts Chart of Accounts
G/L Accounts Create Accounts
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Sage 300cloud 2023 Web screens getting started guide
Category Screen 2023
G/L Accounts Fiscal Set Comparison
G/L Accounts Source Currency Inquiry
G/L Accounts Transaction History
G/L Financial Reporter Print Financial Reports
G/L Financial Reporter Statement Designer
G/L Periodic Processing Clear History
G/L Periodic Processing Consolidate Posted Transactions
G/L Periodic Processing Create Allocation Batch
G/L Periodic Processing Create New Year
G/L Periodic Processing Create Recurring Entries Batch
G/L Periodic Processing Create Revaluation Batch
G/L Periodic Processing Period End Maintenance
G/L Reports Account Groups Report
G/L Reports Account Structures Report
G/L Reports Batch Listing Report
G/L Reports Batch Status Report
G/L Reports Chart of Accounts Report
G/L Reports Optional Fields Report
G/L Reports Options Report
G/L Reports Posting Journals Report
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Sage 300cloud 2023 Web screens getting started guide
Category Screen 2023
G/L Reports Recurring Entries Report
G/L Reports Revaluation Codes Report
G/L Reports Segment Codes Report
G/L Reports Source Codes Report
G/L Reports Source Journal Profiles Report
G/L Reports Source Journals Report
G/L Reports Transaction Listing Report
G/L Reports Transaction Details Optional Fields Report
G/L Reports Trial Balance Report
G/L Setup Account Groups
G/L Setup Account Structures
G/L Setup Optional Fields
G/L Setup Options
G/L Setup Recurring Entries
G/L Setup Revaluation Codes
G/L Setup Segment Codes
G/L Setup Source Codes
G/L Setup Source Journal Profiles
G/L Transactions Batch List
G/L Transactions Journal Entry
G/L Transactions Post Batches
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Sage 300cloud 2023 Web screens getting started guide
Accounts Payable web screens
Category Screen 2023
A/P Periodic Processing 1099 Electronic Filing
A/P Periodic Processing Clear History
A/P Periodic Processing Clear Statistics
A/P Periodic Processing Create G/L Batch
A/P Periodic Processing Create Recurring Payable Batch
A/P Periodic Processing Create Retainage Batch
A/P Periodic Processing Delete Inactive Records
A/P Periodic Processing Revaluation
A/P Periodic Processing T5018(CPRS) Electronic Filing
A/P Periodic Processing Year End
A/P Setup 1099/CPRS Codes
A/P Setup Account Sets
A/P Setup Distribution Codes
A/P Setup Distribution Sets
A/P Setup Email Messages
A/P Setup G/L Integration
A/P Setup Optional Fields
A/P Setup Options
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Sage 300cloud 2023 Web screens getting started guide
Category Screen 2023
A/P Setup Payment Codes
A/P Setup Payment Selection Codes
A/P Setup Terms
A/P Setup Reports 1099/CPRS Codes Report
A/P Setup Reports Account Sets Report
A/P Setup Reports Distribution Codes Report
A/P Setup Reports Distribution Sets Report
A/P Setup Reports Email Messages Report
A/P Setup Reports G/L Integration Report
A/P Setup Reports Optional Fields Report
A/P Setup Reports Options Report
A/P Setup Reports Payment Codes Report
A/P Setup Reports Payment Selection Codes Report
A/P Setup Reports Terms Report
A/P Transaction Reports Aged Cash Requirements Report
A/P Transaction Reports Aged Payables Report
A/P Transaction Reports Aged Retainage Report
A/P Transaction Reports Batch Listing Report
A/P Transaction Reports Batch Status Report
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Sage 300cloud 2023 Web screens getting started guide
Category Screen 2023
A/P Transaction Reports Check Register Report
A/P Transaction Reports G/L Transactions Report
A/P Transaction Reports Posting Errors Report
A/P Transaction Reports Posting Journals Report
A/P Transaction Reports Vendor Transactions Report
A/P Transactions Adjustment Batch List
A/P Transactions Adjustment Entry
A/P Transactions Control Payments
A/P Transactions Create Payment Batch
A/P Transactions Invoice Batch List
A/P Transactions Invoice Entry
A/P Transactions Payment Batch List
A/P Transactions Payment Entry
A/P Transactions Payment Inquiry
A/P Transactions Post Batches
A/P Vendor Reports Letters/Labels Report
A/P Vendor Reports Print 1099/1096 Forms Report
A/P Vendor Reports Print T5018(CPRS) Forms Report
A/P Vendor Reports Recurring Payables Report
45
Sage 300cloud 2023 Web screens getting started guide
Category Screen 2023
A/P Vendor Reports Remit-To Locations Report
A/P Vendor Reports Vendor Groups Report
A/P Vendor Reports Vendors Report
A/P Vendors 1099/CPRS Inquiry
A/P Vendors Recurring Payables
A/P Vendors Remit-To Locations
A/P Vendors Vendor Activity
A/P Vendors Vendor Groups
A/P Vendors Vendors
Accounts Receivable web screens
Category Screen 2023
A/R Customer Reports Customer Groups Report
A/R Customer Reports Customers Report
A/R Customer Reports Labels Report
A/R Customer Reports National Accounts Report
A/R Customer Reports Recurring Charges Report
A/R Customer Reports Ship-To Locations Report
A/R Customer Reports Statements/Letters/Labels
Report
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Sage 300cloud 2023 Web screens getting started guide
Category Screen 2023
A/R Customers Customer Groups
A/R Customers Customer Inquiry Use the Sage 300cloud Inquiry
tool.
A/R Customers Customer List
A/R Customers Customers
A/R Customers National Accounts
A/R Customers Recurring Charges
A/R Customers Ship-To Locations
A/R Periodic Processing Clear History
A/R Periodic Processing Clear Statistics
A/R Periodic Processing Create G/L Batch
A/R Periodic Processing Create Interest Batch
A/R Periodic Processing Create Recurring Charge Batch
A/R Periodic Processing Create Retainage Batch
A/R Periodic Processing Clear Write-Off Batch
A/R Periodic Processing Delete Inactive Records
A/R Periodic Processing Revaluation
A/R Periodic Processing Update Recurring Charges
A/R Periodic Processing Year End
A/R Setup Reports Account Sets Report
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Category Screen 2023
A/R Setup Reports Billing Cycles Report
A/R Setup Reports Comment Types Report
A/R Setup Reports Distribution Codes Report
A/R Setup Reports Dunning Messages Report
A/R Setup Reports Email Messages Report
A/R Setup Reports G/L Integration Report
A/R Setup Reports Interest Profiles Report
A/R Setup Reports Items Report
A/R Setup Reports Optional Fields Report
A/R Setup Reports Options Report
A/R Setup Reports Payment Codes Report
A/R Setup Reports Salespersons Report
A/R Setup Reports Terms Codes Report
A/R Setup Account Sets
A/R Setup Billing Cycles
A/R Setup Comment Types
A/R Setup Distribution Codes
A/R Setup Dunning Messages
A/R Setup Email Messages
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Category Screen 2023
A/R Setup G/L Integration
A/R Setup Interest Profiles
A/R Setup Items
A/R Setup Optional Fields
A/R Setup Options
A/R Setup Payment Codes
A/R Setup Salespersons
A/R Setup Terms
A/R Transaction
Reports
Aged Retainage Report
A/R Transaction
Reports
Aged Trial Balance Report
A/R Transaction
Reports
Batch Listing Report
A/R Transaction
Reports
Batch Status Report
A/R Transaction
Reports
Customer Transactions Report
A/R Transaction
Reports
Deposit Slips Report
A/R Transaction
Reports
G/L Transactions Report
A/R Transaction
Reports
Invoices Report
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Category Screen 2023
A/R Transaction
Reports
Item Sales History Report
A/R Transaction
Reports
Posting Errors Report
A/R Transaction
Reports
Posting Journals Report
A/R Transaction
Reports
Receipts Report
A/R Transactions Adjustment Batch List
A/R Transactions Adjustment Entry
A/R Transactions Document Inquiry Use the Sage 300cloud Inquiry
tool.
A/R Transactions Invoice Batch List
A/R Transactions Invoice Entry
A/R Transactions Post Batches
A/R Transactions Process Credit Card
Transactions
A/R Transactions Quick Receipt Entry
A/R Transactions Receipt Batch List
A/R Transactions Receipt Entry
A/R Transactions Receipt Inquiry
A/R Transactions Refund Batch List
A/R Transactions Refund Entry
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Category Screen 2023
A/R Transactions Refund Inquiry
Operations web screens
Operations modules include Inventory Control, Order Entry, Purchase Orders, Payment Processing, and
Project and Job Costing.
Inventory Control web screens
Category Screen 2023
I/C Items and Price Lists Bills of Material
I/C Items and Price Lists Contract Pricing
I/C Items and Price Lists Copy Bills of Material
I/C Items and Price Lists Copy Item Pricing
I/C Items and Price Lists Customer Details
I/C Items and Price Lists Item Pricing
I/C Items and Price Lists Items
I/C Items and Price Lists Items Wizard
I/C Items and Price Lists Kitting Items
I/C Items and Price Lists Location Details
I/C Items and Price Lists Lot Numbers
I/C Items and Price Lists Manufacturers' Items
I/C Items and Price Lists Optimize Inventory
I/C Items and Price Lists Reorder Quantities
I/C Items and Price Lists Serial Numbers
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Category Screen 2023
I/C Items and Price Lists Update Bills of Material
I/C Items and Price Lists Update Item Pricing
I/C Items and Price Lists Update Item Pricing
I/C Items and Price Lists Vendor Details
I/C Periodic Processing Clear History
I/C Periodic Processing Create G/L Batch
I/C Periodic Processing Day End Processing
I/C Periodic Processing Delete Inactive Records
I/C Periodic Processing Lot Recalls/Releases
I/C Periodic Processing Lot Splits/Combines
I/C Periodic Processing Process Adjustments
I/C Periodic Processing Quarantine Release
I/C Periodic Processing Serial Registration
I/C Periodic Processing Serial/Lot Reconciliations
I/C Periodic Processing Warranty Update
I/C Physical Inventory Generate Inventory Worksheet
I/C Physical Inventory Inventory Counts
I/C Physical Inventory Inventory Reconciliation
I/C Physical Inventory Inventory Worksheet
I/C Physical Inventory Physical Inventory Quantities
I/C Physical Inventory Post Inventory Reconciliation
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Category Screen 2023
I/C Price/Sales Analysis Reports Contract Pricing Report
I/C Price/Sales Analysis Reports G/L Transactions Report
I/C Price/Sales Analysis Reports Markup Analysis Report
I/C Price/Sales Analysis Reports Posting Journals Report
I/C Price/Sales Analysis Reports Price Lists Report
I/C Price/Sales Analysis Reports Sales Statistics Report
I/C Price/Sales Analysis Reports Selling/Price Margin Analysis Report
I/C Price/Sales Analysis Reports Transaction History Report
I/C Price/Sales Analysis Reports Transaction Statistics Report
I/C Setup Account Sets
I/C Setup Categories
I/C Setup Contract Codes
I/C Setup G/L Integration
I/C Setup Item Structures
I/C Setup Locations
I/C Setup Mask Structures
I/C Setup Optional Fields
I/C Setup Options
I/C Setup Price List Codes
I/C Setup Segment Codes
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Category Screen 2023
I/C Setup Units of Measure
I/C Setup Warranty Codes
I/C Setup Weight Units of Measure
I/C Setup Reports Account Sets Report
I/C Setup Reports Alternate Items Report
I/C Setup Reports Bills of Material Report
I/C Setup Reports Categories Report
I/C Setup Reports Contract Codes Report
I/C Setup Reports Customer Details Report
I/C Setup Reports G/L Integration Report
I/C Setup Reports Item Structures Report
I/C Setup Reports Kitting Items Report
I/C Setup Reports Location Details Report
I/C Setup Reports Locations Report
I/C Setup Reports Manufacturers' Items Report
I/C Setup Reports Mask Structures Report
I/C Setup Reports Optional Fields Report
I/C Setup Reports Options Report
I/C Setup Reports Price List Codes Report
I/C Setup Reports Reorder Quantities Report
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Category Screen 2023
I/C Setup Reports Segment Codes Report
I/C Setup Reports Units of Measure Report
I/C Setup Reports Vendor Details Report
I/C Setup Reports Warranty Codes Report
I/C Setup Reports Weight Units of Measure Report
I/C Statistics and Inquiries BOM Component Usage Inquiry
I/C Statistics and Inquiries Current Transactions Inquiry
I/C Statistics and Inquiries Item Location Detail Quantity Inquiry
I/C Statistics and Inquiries LIFO/FIFO Inquiry
I/C Statistics and Inquiries Lot Number Inquiry
I/C Statistics and Inquiries Sales Statistics
I/C Statistics and Inquiries Serial Number Inquiry
I/C Statistics and Inquiries Stock Transaction Inquiry
I/C Statistics and Inquiries Transaction History Inquiry
I/C Statistics and Inquiries Transaction Statistics
I/C Stock Control Reports Aged Inventory Report
I/C Stock Control Reports Bin/Shelf Labels Report
I/C Stock Control Reports Inventory Movement Report
I/C Stock Control Reports Item Labels Report
I/C Stock Control Reports Item Status Report
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Category Screen 2023
I/C Stock Control Reports Item Valuation Report
I/C Stock Control Reports Overstocked Items Report
I/C Stock Control Reports Quarantine Report
I/C Stock Control Reports Recall Report
I/C Stock Control Reports Reorder Report
I/C Stock Control Reports Serial/Lot Number List Report
I/C Stock Control Reports Serial/Lot Quantity on Hand Report
I/C Stock Control Reports Serial/Lot Stock Listing Report
I/C Stock Control Reports Serial/Lot Transactions Report
I/C Stock Control Reports Slow Moving Items Report
I/C Stock Control Reports Stock Transactions Report
I/C Stock Control Reports Transfer Slips Report
I/C Transactions Adjustments
I/C Transactions Assemblies/Disassemblies
I/C Transactions Internal Usage
I/C Transactions Post Transactions
I/C Transactions Receipts
I/C Transactions Shipments
I/C Transactions Transaction Listing
I/C Transactions Transfers
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Order Entry web screens
Category Screen 2023
O/E Forms Credit/Debit Notes
O/E Forms Invoices
O/E Forms Order Confirmations
O/E Forms Picking Slips
O/E Forms Quotes
O/E Forms Shipping Labels
O/E Periodic Processing Clear History
O/E Periodic Processing Create Batch
O/E Analytical Reports Aged Orders Report
O/E Analytical Reports G/L Transactions Report
O/E Analytical Reports Invoice Action Report
O/E Analytical Reports Order Action Report
O/E Analytical Reports Posting Journals Report
O/E Analytical Reports Sales History Report
O/E Analytical Reports Sales Statistics Report
O/E Analytical Reports Salesperson Commissions Report
O/E Analytical Reports Transaction List Report
O/E Setup Reports Email Messages Report
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Category Screen 2023
O/E Setup Reports G/L Integration Report
O/E Setup Reports Miscellaneous Charges Report
O/E Setup Reports Optional Fields Report
O/E Setup Reports Options Report
O/E Setup Reports Ship-Via Codes Report
O/E Setup Reports Templates Report
O/E Setup Email Messages
O/E Setup G/L Integration
O/E Setup Miscellaneous Charges
O/E Setup Optional Fields
O/E Setup Options
O/E Setup Ship-Via Codes
O/E Setup Templates
O/E Statistics and Inquiries Current Orders Inquiry
O/E Statistics and Inquiries Pending Shipment Inquiry
O/E Statistics and Inquiries Sales History
O/E Statistics and Inquiries Sales Statistics
O/E Statistics and Inquiries Salesperson Inquiry
O/E Transactions Copy Orders
O/E Transactions Credit/Debit Note Entry
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Category Screen 2023
O/E Transactions Invoice Entry
O/E Transactions Order Entry
O/E Transactions Shipment Entry
O/E Transactions Capture Payments with Invoices
Purchase Orders web screens
Category Screen 2023
P/O Analytical Reports Aged Purchase Orders Report
P/O Analytical Reports G/L Transactions Report
P/O Analytical Reports Payables Clearing Audit List Report
P/O Analytical Reports Posting Journals Report
P/O Analytical Reports Purchase History Report
P/O Analytical Reports Purchase Order Action Report
P/O Analytical Reports Purchase Statistics Report
P/O Analytical Reports Shippable Backorders Report
P/O Analytical Reports Transaction List Report
P/O Create Purchase Orders Create POs from I/C
P/O Create Purchase Orders Create POs from O/E
P/O Create Purchase Orders Create POs from Requisitions
P/O Forms Mailing Labels
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Category Screen 2023
P/O Forms Purchase Orders
P/O Forms Receiving Slips
P/O Forms Requisitions
P/O Forms Returns
P/O Periodic Processing Clear History
P/O Periodic Processing Create Batch
P/O Setup Additional Costs
P/O Setup Email Messages
P/O Setup G/L Integration
P/O Setup Optional Fields
P/O Setup Options
P/O Setup Ship-Via Codes
P/O Setup Templates
P/O Setup Vendor Contract Costs
P/O Setup Reports Account Sets Report
P/O Setup Reports Additional Costs Report
P/O Setup Reports Email Messages Report
P/O Setup Reports G/L Integration Report
P/O Setup Reports Items Report
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Category Screen 2023
P/O Setup Reports Optional Fields Report
P/O Setup Reports Options Report
P/O Setup Reports Ship-Via Codes Report
P/O Setup Reports Templates Report
P/O Setup Reports Vendor Contract Costs Report
P/O Setup Reports Vendor Details Report
P/O Setup Reports Weight Units of Measure Report
P/O Statistics and Inquiries Pending Receipts Inquiry
P/O Statistics and Inquiries Purchase History
P/O Statistics and Inquiries Purchase Statistics
P/O Transactions Copy Purchase Orders
P/O Transactions Credit/Debit Note Entry
P/O Transactions Invoice Entry
P/O Transactions Purchase Order Entry
P/O Transactions Receipt Entry
P/O Transactions Requisition Entry
P/O Transactions Return Entry
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Payment Processing web screens
Category Screen 2023
Setup Options
Setup Processing Codes
Transactions Process Credit Card
Project and Job Costing web screens
Category Screen 2023
PJC Analytical Reports Aged Work In Progress Report
PJC Analytical Reports AIA Report
PJC Analytical Reports Committed Costs Audit List Report
PJC Analytical Reports Contract Details Report
PJC Analytical Reports Contract Summary Report
PJC Analytical Reports Detailed Costs Report
PJC Analytical Reports Over/Under Billings Report
PJC Analytical Reports Profit Analysis Report
PJC Analytical Reports Serials And Lots Report
PJC Analytical Reports Stored Material Audit Report
PJC Periodic Processing Billing Worksheet
PJC Periodic Processing Clear History
PJC Periodic Processing Create Billing Worksheet
PJC Periodic Processing Create G/L Batch
PJC Periodic Processing Create Reopen Projects Worksheet
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Category Screen 2023
PJC Periodic Processing Create Revenue Recognition Worksheet
PJC Periodic Processing Post Billing Worksheets
PJC Periodic Processing Reopen Projects Worksheet
PJC Periodic Processing Revenue Recognition Worksheet
PJC Periodic Processing Update Payroll
PJC Setup Account Sets
PJC Setup Categories
PJC Setup Charges
PJC Setup Contract Structures
PJC Setup Cost Types
PJC Setup Employees
PJC Setup Equipment
PJC Setup G/L Integration
PJC Setup Miscellaneous Expenses
PJC Setup Optional Fields
PJC Setup Options
PJC Setup Overhead Expenses
PJC Setup Projects
PJC Setup Segment Codes
PJC Setup Subcontractors
PJC Setup Reports Account Sets Report
PJC Setup Reports Categories Report
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Category Screen 2023
PJC Setup Reports Charges Report
PJC Setup Reports Contract Structures Report
PJC Setup Reports Cost Types Report
PJC Setup Reports Employees Report
PJC Setup Reports Equipment Report
PJC Setup Reports G/L Integration Report
PJC Setup Reports Miscellaneous Expenses Report
PJC Setup Reports Optional Fields Report
PJC Setup Reports Options Report
PJC Setup Reports Overhead Expenses Report
PJC Setup Reports Projects Report
PJC Setup Reports Segment Codes Report
PJC Setup Reports Subcontractors Report
PJC Transaction Reports Detailed Transactions Report
PJC Transaction Reports G/L Transactions Report
PJC Transaction Reports Posting Errors Report
PJC Transaction Reports Posting Journals Report
PJC Transaction Reports Transaction History Report
PJC Transaction Reports Transaction Listing Report
PJC Transaction Reports Worksheets Report
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Category Screen 2023
PJC Transactions Adjustments
PJC Transactions Budget Maintenance
PJC Transactions Charges
PJC Transactions Contract Maintenance
PJC Transactions Costs
PJC Transactions Equipment Usage
PJC Transactions Material Allocation
PJC Transactions Material Returns
PJC Transactions Material Usage
PJC Transactions Opening Balances
PJC Transactions Post Transactions
PJC Transactions Revise Estimates
PJC Transactions Timecards
PJC Transactions Transaction History
PJC Transactions Update Retainage
Banking and Tax web screens
Banking and Tax modules include Bank Services, Tax Services, and tax reports programs for some
specific regions (such as Australia and Singapore).
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Bank Services web screens
Category Screen 2023
Bank Periodic Processing Clear History
Bank Periodic Processing Create G/L Batch
Banks Banks
Bank Setup Credit Card Types
Bank Setup Distribution Codes
Bank Setup Distribution Sets
Bank Setup G/L Integration
Bank Setup Options
Bank Setup Reports Banks Report
Bank Setup Reports Credit Card Types Report
Bank Setup Reports Distribution Codes Report
Bank Setup Reports Distribution Sets Report
Bank Setup Reports G/L Integration Report
Bank Setup Reports Options Report
Bank Transaction Reports Bank Entries Posting Journal Report
Bank Transaction Reports Bank Reconciliation Report
Bank Transaction Reports Check/Payment Register Report
Bank Transaction Reports Deposit Register Report
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Category Screen 2023
Bank Transaction Reports Deposits Status Report
Bank Transaction Reports G/L Transactions Report
Bank Transaction Reports Reconciliation Posting Journal Report
Bank Transaction Reports Reconciliation Status Report
Bank Transaction Reports Transaction Listing Report
Bank Transaction Reports Transfer Posting Journal Report
Bank Transaction Reports Withdrawals Status Report
Bank Transactions Bank Entry
Bank Transactions Bank Transfers
Bank Transactions Import OFX Statements
Bank Transactions Post Entries
Bank Transactions Post Reconciliation
Bank Transactions Reconcile E-Statements
Bank Transactions Reconcile Statements
Bank Transactions Reverse Transactions
Bank Transactions Transaction History Inquiry
Tax Services web screens
Category Screen 2023
Tax Setup Tax Authorities
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Category Screen 2023
Tax Setup Tax Classes
Tax Setup Tax Groups
Tax Setup Tax Rates
Tax Setup Reverse Charges
Tax Setup Withholding Tax Rates
Tax Periodic Processing Clear History
Tax Setup Reports Tax Authorities Report
Tax Setup Reports Tax Classes Report
Tax Setup Reports Tax Groups Report
Tax Setup Reports Tax Rates Report
Tax Setup Reports Tax Tracking Report
Australia Tax Reports web screens
Category Screen 2023
Australia Tax Reports Configurations
Australia Tax Reports Business Activity Statement
Singapore Tax Reports web screens
Category Screen 2023
Singapore Tax Reports Tax Code Mapping
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Category Screen 2023
Singapore Tax Reports Import Tax Codes
Singapore Tax Reports GST F5
Singapore Tax Reports GST IAFGenerator
Administration web screens
Administration modules include Administrative Services and Common Services.
Administrative Services web screens
Category Screen 2023
Administration Assign UI Profiles
Administration Assign Visual Process Flows
Administration Customization Directories
Administration Data Activation
Administration Database Dump
Administration Database Load
Administration Customize Navigation Menu
Administration Data Integrity
Administration Restart Maintenance
Administration Security Groups
Administration UI Profile Maintenance
Administration User Authorizations
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Category Screen 2023
Administration User Authorizations Report
Administration Users
Common Services web screens
Category Screen 2023
Company Setup Company Profile
Company Setup Fiscal Calendar
Company Setup Optional Fields
Currency Currency Codes
Currency Currency Rate Types
Currency Currency Rates
Currency Euro Conversion Rates
Scheduling Reminder List
Scheduling Schedules
Service Center Payments Acceptance
Multiple Contacts web screens
Category Screen 2023
Multiple Contacts Contacts
Multiple Contacts Optional Fields
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Appendix B: Tips and tools
Find tips and tools for data entry and other key tasks in Sage 300.
Data entry tools
The following data entry tools help you enter and manage information in Sage 300 screens.
Data entry tools
Tool Name Description
Context
Menu
The context menu appears next to some data entry fields, and displays a list
of available options related to a field. More...
For example, the context menu for the Ship-To Location field may display
the following options:
l
View Ship-To Location
l
Edit Ship-To Location
CollapseAll
/ExpandAll
Click to collapse or expand all expanding sections on a screen.
Date Selector
Click the date selector button to view a calendar and select a date.
Finder
The Finder appears in some data entry fields, and in some table headings
on transaction entry screens. Click it when you want to look up records you
can select for a field. More...
When using the Finder, you can specify selection criteria to help you find
records. For example, when looking up G/L Accounts, you might specify the
following criteria:
Account Number starts with 21
You can also click the Edit Columns button to add or remove columns from
the table of results that appears in the Finder, or to rearrange the order in
which columns appear.
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Tool Name Description
Go Button
The Go button appears on screens where you must specify a record (such
as a code) before viewing details for the record. After entering the code or
name of the record, click this button to view details for the record.
Help Icon
The Help icon appears next to fields for which help content is available.
Point to the icon to see the help.
New Button The New button appears next to fields where you can add a new record.
For example, where it appears beside a Customer Number field, click
this button to add a new customer.
Tools in data entry tables
Tool Description
Click Add Line to add a new line to a detail entry table.
Click Delete Line to delete a selected line from a detail entry
table.
Click Delete All to delete all lines from a detail entry table.
Click Edit Details to open a popup screen where you can enter
and edit information for lines in a detail entry table.
Click Edit Columns to see a list of columns in a detail entry
table. You can select the check box for a column to add it; clear
the check box to remove it; and drag columns up and down in
the list to arrange them in the detail entry table.
(Edit button)
Click the Edit button to open a new screen where you add or
edit additional information for a detail. For example, where
this button appears in a Taxes column, click the button to
edit tax information for the detail.
(Page navigation)
Click the Previous and Next buttons to navigate through a list of
existing records, or click the First and Last buttons to navigate
to the first and last records. You can also enter a page number
in the Page field and press Enter to skip to that page.
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Tool Description
Click Refresh to refresh the information displayed in the detail
entry table.
Buttons
Button Description
Click Create New to create a new record. For example, on the A/R
Customers screen, click this button to create a new customer record.
Click Delete to delete the displayed record. If you cannot delete a record,
an error message explains why it cannot be deleted.
Click Print to print a report after you have specified settings and criteria
for records to include in the report.
Click Save to add a new record you have created, or to save changes you
have made to an existing record.
Keyboard shortcuts
Keyboard shortcuts for data entry
Use the following keyboard shortcuts to speed up data entry.
Key Action
Enter Apply changes to the field you are editing.
Tab Go to the next field.
Pg Up Go to the top of the window in view.
Pg Dn Go to the bottom of the window in view.
Shift+Tab Go to the previous field.
Alt + Down
Arrow
Open the Finder for the field you are editing (if there is a Finder for the field).
Rarely, this shortcut may not work. If this happens, try the following:
l
Press Tab to select the Finder and then press Enter to open it.
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Key Action
l
If you use the Chrome browser, turn off its Autofill feature. For more information,
see Sage Knowledgebase article 108348.
Esc Close Finders, pop-up screens, and messages.
This keyboard shortcut may not work for all screens and messages.
Keyboard shortcuts for detail tables
Use the following keyboard shortcuts to navigate and enter information in detail tables.
Key Action
Enter Apply changes to the field you are editing.
Left or Right Arrow Scroll left or right in the table.
Shift+Tab Go to the previous field.
Tab Go to the next field.
Type page number and press
Enter
In detail tables that display multiple pages of information, go to a
specific page.
Up or Down Arrow Go up or down one row.
Keyboard shortcuts for the Finder
Use the following keyboard shortcuts in the Finder to navigate through results and select records.
Key Action
Up or Down
Arrow
Go up or down one row in the table of results.
Pg Up If the table displays multiple pages of results, go to the previous page.
Pg Dn If the table displays multiple pages of results, go to the next page.
Home If the table displays multiple pages of results, go to the first page.
End If the table displays multiple pages of results, go to the last page.
Enter Select the record that is highlighted in the table of results. The Finder
closes.
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Keyboard shortcuts for the navigation menu
Use the following keyboard shortcuts for the navigation menu to move around the menu and open
screens.
Key Action
Tab Go to the next menu item.
Tip: Pressing Tab displays a Skip Navigation Menu button before going into the
menu. When this button is displayed, you can press Enter to skip the navigation
menu and go directly to any screens you have open.
Shift+Tab Go to the previous menu item.
Arrow keys Move around in the menu.
Right and left arrows move through the levels of the menu structure (into and out of
submenus).
Up and down arrows move through the items within a menu or submenu.
Enter
or
Space
Open a submenu or screen.
Escape Close any open submenus and go to the main menu.
Home Go to the first item in the current menu.
End Go to the last item in the current menu.
Working with detail entry tables
Transaction entry screens in Sage 300 include a detail entry table that shows transaction details in
tabular format.
In most cases, you can enter all details for a transaction using the table.
l
To add a detail, click the Add Line button, and then enter information for the detail in the table.
l
To edit a detail, select the line you want to edit, and then make your changes.
l
To delete a detail, select the line you want to delete, and then click Delete Line.
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Tips:
l
To show, hide, and arrange columns in the table, click the Edit Columns button.
l
To resize a column, drag the edge of the column header.
l
If there are more columns than can be displayed at one time, you can use the horizontal scroll
bar at the bottom of a table to view the additional columns.
Filtering Data When Exporting
You can use filters to narrow the data that is included when you export records.
To filter data when exporting:
1. Open the screen that displays the kind of data that you want to export.
2. Click Options > Export.
The Export screen appears.
3. Click the Filters tab.
4. In the Column field, specify a field that will be exported. More...
You select from a list of fields that can be exported from the screen. For example, when exporting data
from the Currency Codes screen, the following fields are available:
l
Currency Code
l
Description
l
Symbol
l
Decimal Places
l
Symbol Position
l
Thousands Separator
l
Decimal Separator
l
Negative Display
5. Click Add.
The field name is added to the table of filters, in the first empty column.
6. In the new column, click Add criteria.
The Create filter for field screen appears.
7.
In the first field, select a relational operator. More...
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Symbol Meaning
= Equal to
!= Not equal to
> Greater than
>= Greater than or equal to
< Less than
<= Less than or equal to
LIKE
Use this operator to find a group of characters or a single character.
l
The default setting is for a group of characters. The program inserts a %
(percent sign) after the value you enter in the next field.
l
To find a single character, enter _ (the underscore character) after the value.
Tip: To select a field name as the value, select the Set value as field name option.
The second field then contains a drop-down list from which you can select any
available field name.
Relational Operators
8. In the second field, enter a value to which the operator relates.
For example, if you were creating a filter for the Currency Code field, and you entered <= in the first field
and 900 in the second field, the filter would find any currency code lower than 901.
9.
Click OK.
The filter appears in the table and the Results Preview tab lists records that will be included in the
export, based on the filters you've created.
Tips:
l
You can add multiple filters for a single field. For example, to find currency codes between
CAD and USD, you could enter two filters for the Currency Code field:
> CAD
< USD
l
Click Show Filter to see the filters you've created as a string of code. This can be used in
various ways (for example, as part of a SQL statement).
10.
Click Export to export filtered data.
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The export includes only records that match:
l
At least one of the filters in a vertical column.
l
All the conditions in a horizontal row.
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