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What To Expect From The Latest Sage 300 Update: 2022 Product Update 2

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Disclaimer: At the time of announcement, this update release was intended for Sage 300 users in the North American region.

The 2022 Product Update 1 for Sage 300 was announced in November 2021, while the 2022 Product Update 2 was announced back in April 2022. Both will presumably be available for end users in Asia like yourself at a later date.

2022 Product Update 1 brings improvements to the web screen for Sage 300cloud. 2022 Product Update 2 builds upon that by bringing general improvements to Sage 300 itself, as well as additional improvements to the web screens in Sage 300cloud, as well as the desktop screens in the classic version of the ERP software.

Let’s take a look at the improvements that came with 2022 Product Updates 1 and 2 in more detail.

 

Improvements Coming With 2022 Product Update 2

 

More Secure User Passwords

With 2022 Product Update 2, Sage has made some changes to the way user passwords work in Sage 300 in order to bolster security measures for the ERP software.

To make use of these changes, go to Sage 300 Database Setup, and navigate to the Advanced Security Settings screen. A new increase required complexity option now allows you to require user passwords which include at least one of each of the following:

  • Lower-case letter
  • Upper-case letter
  • Number
  • Special characters such as * or #

You can also specify a minimum password length, which will require users to use passwords which are at least 8 characters in length.

 

Email Documents Using Microsoft 365

You’ll now be able to set up Sage 300 to email documents using Microsoft 365.

To do so, select Microsoft Graph in the new Email Service field on the Email tab of the Company Profile screen.

You can learn more about setting up email options in Sage 300 here.

 

Enter Job-related Documents In Accounts Payable On Sage 300cloud Web Screens

If you’re currently using Sage 300cloud through its web screens, 2022 Product Update 2 will now allow you to enter and work with job-related documents on all Accounts Payable (A/P) transaction entry screens.

 

Send Test Emails Using Microsoft Outlook On Sage 300 Desktop Screens

If you’re currently using Sage 300 on the classic desktop screens, 2022 Product Update 2 will now let you send test emails using Microsoft Outlook when you’re setting up your Company Profile. Click on the Email tab in the Company Profile screen to do so.

 

Improvements Coming With 2022 Product Update 1

 

2022 Product Update 1 brought improvements solely for Sage 300cloud web screens. These are as follows.

Enter Job-related Documents In Accounts Payable

With 2022 Product Update 1, you’ll be able to enter and work with job-related documents on the A/P Invoice Entry screen.

 

Improved Process For Printing Custom Reports

Printing will now work the same way for customised SAP Crystal Reports as it does for other reports.

When printing, the SAP Crystal Reports viewer will not display a preview. Instead, the Export Report screen will now appear in a new browser tab, and it will provide options for saving the report to a file.

If you’d like to print a physical copy of the report, you must first save the file in the PDF format, and then sent it to your printer from the PDF file.

 

Improved Way Of Entering Information in Certain Fields

New buttons are now available for selected fields, that will allow you to specify a value more quickly and easily. You can go to the first or last value, or alternatively to the next or previous value.

Sage 300 Vendor Number FieldVendor Number Field For Sage 300. Source: Sage

 

The image of the Vendor Number field above illustrates the change that comes with this update.

 

Improved Sign-in Experience

A fresh new look has been applied to the Sage 300cloud web screen to improve the sign-in experience.

Additionally, if you’re prevented from signing in due to an issue, an informative message explaining what went wrong will be displayed.

 

Questions About 2022 Product Updates 1 And 2 For Sage 300 ERP And Sage 300cloud?

The 2022 Product Updates 1 and 2 brings various general improvements that enhances security and streamlines emailing in Sage 300.

In addition, it also brings a wide range of improvements specifically to the Sage 300cloud web screens, such as working with job-related documents and printing custom reports, to name a few.

If you’d like to know more about Sage 300, click on the image below to download the fact sheet for the ERP software.

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Highlights Of Sage 300 2022 Update

The Sage 300 2022 update was announced for the North American market in August, and will presumably be available for end users in Asia like yourself at a later date.

With the 2022 update, you’ll see improvements for the Web Screen in Sage 300cloud, desktop screen improvements for the on-premises Sage 300 ERP software, and general improvements across both solutions.

Let’s look at the improvements that come with the 2022.0 update in detail.

Source: YouTube

 

Sage 300cloud Web Screen Improvements

With the 2022.0 update, Sage 300cloud will receive new web screens that will help it achieve greater parity with the desktop screens of the on-premise Sage 300 ERP software.

These include the following web screens;

  • The new Reminder List web screen, which you can use to remind end users to process any scheduled tasks
  • A new General Ledger (G/L) Chart of Accounts web screen, which you can use to list accounts in the G/L, and view specific information in each account.
  • A new Accounts Receivable (A/R) Customer List web screen, which you can use to extract information about your customers from your business’s database.

It also includes select web screens for Project and Job Costing, such as

  • Cost Types
  • Opening Balances
  • Costs
  • Material Returns
  • Material Usage
  • Material Allocation
  • Post Transactions
  • Transaction Listing Reports

With the 2022 update, the Finder has also been redesigned to improve filtering, making it easier to navigate through large sets of search results.

These improvements in filtering include;

  • Filtering option set to “Show all records” by default, allowing users to view previous and next records
  • Persistent filtering sets the same criteria you previously used for the Finder for future searches.
  • Additional filtering options makes it easier to highlight the first and last records.
  • The size of the Finder can be changed to make finding records easier.
  • You can use keyboard shortcuts to navigate through results and select records more easily.

 

Sage 300 ERP Desktop Screen Improvements

The 2022 update also comes with improvements for the desktop screens of the on-premise Sage 300 ERP software.

Here are some of these improvements;

  • Sage Financial Reporter now supports Microsoft Excel 64-bit. This means that you can now seamlessly use the G/L Financial Reporter with either 32-bit or 64-bit Excel.
  • Sage Contact App, which was used for viewing and managing Sage 300 customer information within Microsoft Outlook, will no longer be supported.

 

General Improvements For Both Sage 300 ERP And Sage 300cloud

There are also general improvements that apply to both Sage 300 ERP, as well as Sage 300cloud.

These improvements are as follows;

Purchase Order Improvements

Source: YouTube

 

You can now enter negative amounts for costs in the Additional Costs tab, when entering a credit note on the Purchase Order (P/O) Credit/Debit Note Entry screen. These negative additional costs will be recorded as debits when you run day-end processing.

Two new buttons are available on the Order tab of the P/O Purchase Order Entry screens. These allow you to easily set the Arrival Date, or the Location, for all details on a P/O.

Order Entry Improvements

Source: YouTube

 

Another two new buttons are also available on the Order tab of the O/E Order Entry screen.

These allow you to easily set the Expected Ship Date, or the Location, for all details on an order.

Reserver LanPak User Licenses

Source: YouTube

You can now reserve one or more LanPak licenses for a user or any 3rd party product, with the “Reserve a LanPak License” option on the Users screen.

Because a reserved LanPak user license can only be used by the user for whom it’s reserved, this reduces the total number of licenses that can be used by other users.

Bank Feeds Improvements

Improvements to Bank Feeds can be found on the “Reconcile E-statements” screen. In addition, when automatically reconciling transactions from a bank feed, the system now tries to match transactions in more ways than it previously did.

In addition, bank transactions that were downloaded using a bank feed will not have a Bank Cleared Date, which is based on your local time.

Sage Data & Analytics Menu

With the 2022 update, you’ll have new options to start Sage Data & Analytics from within either Sage 300 ERP or Sage 300cloud.

In the desktop screens of the Sage 300 ERP software, the Sage Data & Analytics icon can be found on the desktop ribbon.

As for the web screens of Sage 300cloud, you can open it using the Business Intelligence Reporting tab on the navigation menu.

 

Questions About The 2022 Update For Sage 300 ERP And Sage 300cloud?

The 2022 update brings a wide range of improvements for both the on-premise Sage 300 ERP software, as well as the cloud-based Sage 300cloud.

Apart from general overall improvements to the features and functionalities of the ERP software, this update also includes specific updates which improves the usability of Sage 300cloud web screens, as well as Sage 300 ERP desktop screens.

If you'd like a refresher on the updates that were previously introduced with the 2020 Product Update 2 for Sage 300cloud, click on the image below.

 

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