Sage has released new screens in Sage 300 ERP web version which can be accessed using the browser as well as with the desktop screens.
Sage has not yet provided all the screens at the web interface that are available in desktop edition.
New Stuff: User wise Language Setting – Sage 300 web Screens
List of screens that are available in the Menu of Sage 300 2018 Product Update 1 and 2 are as below:
Accounts Payable:
| A/P Transactions | Payment Inquiry | Vendor Transactions | Optional Fields |
| Invoice Batch List | Create Payment Batch | Aged Payables | A/P Vendors |
| Invoice Entry | Control Payments | Create Retainage Batch | Vendor Groups |
| Payment Batch List | Adjustment Batch List | 1099 Electronic Filing | Vendors |
| Payment Entry | Adjustment Entry | T5018(CPRS) Electronic Filing | Remit-To Locations |
| Post Batches | Aged Cash Requirements | A/P Setup | Payment Codes |
| A/P Transaction Reports | Aged Retainage | Options | Email Messages |
| Batch Listing | A/P Periodic Processing | Account Sets | Vendor Activity |
| Batch Status | Create G/L Batch | 1099/CPRS Codes | Remit-To Locations |
| Posting Journals | Revaluation | Distribution Codes | Recurring Payables |
| Check Register | Clear History | Distribution Sets | Vendor Groups |
| G/L Transactions | Year End | Terms | Vendors |
| Posting Errors | Delete Inactive Records | 1099/CPRS Inquiry | Letters/Labels |
| G/L Integration | Clear Statistics | Recurring Payables | Print T5018 (CPRS) Forms |
| Payment Selection Codes | Create Recurring Payable Batch | A/P Vendor Reports | Print 1099/1096 Forms |
Accounts Receivable
| A/R Transactions | Receipt Entry | Refund Batch List | A/R Transaction Reports |
| Invoice Batch List | Quick Receipt Entry | Refund Entry | Batch Listing |
| Invoice Entry | Adjustment Batch List | Post Batches | Batch Status |
| Receipt Batch List | Adjustment Entry | Process Credit Card Payments | Posting Journals |
| Deposit Slips | Posting Errors | Aged Retainage | Dunning Messages |
| Invoices | Customer Transactions | A/R Periodic Processing | Interest Profiles |
| Receipts | Item Sales History | Create G/L Batch | Payment Codes |
| G/L Transactions | Aged Trial Balance | Create Interest Batch | Salespersons |
| Create Recurring Charge Batch | Update Recurring Charges | Customer Groups | Terms |
| Create Retainage Batch | Revaluation | National Accounts | Items |
| Create Write-Off Batch | A/R Setup | Customers | Comment Types |
| Clear History | Options | Recurring Charges | Email Messages |
| Clear Statistics | Account Sets | Ship-To Locations | Optional Fields |
| Year End | Billing Cycles | A/R Customer Reports | G/L Integration |
| Delete Inactive Records | Distribution Codes | Customer Groups | A/R Customers |
| National Accounts | Ship-To Locations | Recurring Charges | Statements/Letters/Labels |
| Customers | Labels |
Administrative Services
| Customization | User Authorizations | Users and Security | Data Integrity |
| Customize Navigation Menu | Data and Maintenance | Security Groups | Restart Maintenance |
| UI Profiles |
Bank Services
| Bank Transactions | Transaction History Inquiry | Reconciliation Posting Journal | Clear History |
| Reconcile Statements | Reverse Transactions | Transfer Posting Journal | Bank Setup |
| Import OFX Statements | Bank Transaction Reports | Bank Entries Posting Journal | Banks |
| Reconcile OFX Statements | Transactions Listing | G/L Transactions | Options |
| Bank Transfers | Deposits Status | Check/Payment Register | Distribution Codes |
| Bank Entry | Withdrawals Status | Deposit Register | Distribution Sets |
| Post Entries | Reconciliation Status | Bank Periodic Processing | Credit Card Types |
| Post Reconciliation | Bank Reconciliation | Create G/L Batch | G/L Integration |
Common Services
| Company Setup | Currency Rates | Currency | Payment Processing |
| Company Profile | Scheduling | Currency | Payment Processing Options |
| Fiscal Calendar | Schedules | Currency Rate Types | Payment Processing Codes |
| Optional Fields |
General Ledger
| G/L Accounts | Create Allocation Batch | Source Journal Profiles | Transactions Listing |
| Accounts | Consolidate Posted Transactions | Segment Codes | Source Journals |
| Transaction History | Create New Year | Revaluation Codes | Batch Status |
| Fiscal Set Comparison | Period End Maintenance | Account Structures | Batch Listing |
| Create Accounts | Create Revaluation Batch | Account Groups | Posting Journals |
| G/L Transactions | Create Recurring Entries Batch | Recurring Entries | Source Codes |
| Batch List | Clear History | Optional Fields | Source Journal Profiles |
| Journal Entry | G/L Setup | G/L Reports | Recurring Entries |
| Post Batches | Options | Chart of Accounts | Transaction Details Optional Fields |
| G/L Periodic Processing | Source Codes | Trial Balance |
Inventory Control
| I/C Transactions | Update Item Pricing | Weight Units of Measure | Stock Transactions |
| Receipts | Location Details | I/C Setup Reports | Transfer Slips |
| Shipments | Manufacturers’ Items | Alternate Items | I/C Price/Sales Analysis Reports |
| Internal Usage | Reorder Quantities | I/C Stock Control Reports | Price Lists |
| Adjustments | Kitting Items | Item Status | Contract Pricing |
| Transfers | I/C Setup | Item Valuation | Selling Price/Margin Analysis |
| Post Transactions | Options | Overstocked Items | Markup Analysis |
| Transaction Listing | Item Structures | Reorder | Sales Statistics |
| I/C Statistics and Inquiries | Segment Codes | Slow Moving Items | Transaction Statistics |
| Sales Statistics | Locations | Bin/Shelf Labels | Transaction History |
| Transaction Statistics | Categories | Item Labels | Posting Journals |
| Current Transactions Inquiry | Account Sets | Inventory Movement | G/L Transactions |
| Transaction History Inquiry | Price List Codes | Aged Inventory | I/C Items and Price Lists |
| LIFO/FIFO Inquiry | Optional Fields | Physical Inventory Quantities | Items |
| Item Location Details Quantity Inquiry | G/L Integration | Inventory Reconciliation | Vendor Details |
| Stock Transactions Inquiry | Units of Measure | Post Inventory Reconciliation | Customer Details |
| I/C Periodic Processing | Generate Inventory Worksheet | Inventory Counts | Item Pricing |
| Day End Processing | Inventory Worksheet | I/C Physical Inventory | Create G/L Batch |
Order Entry
| O/E Transactions | Sales Statistics | Email Messages | O/E Reports |
| Order Entry | Salesperson Inquiry | Optional Fields | Transaction List |
| Shipment Entry | O/E Periodic Processing | G/L Integration | Order Action |
| Invoice Entry | Clear History | O/E Forms | Aged Orders |
| Credit/Debit Note Entry | Create Batch | Order Confirmations | Posting Journals |
| Copy Orders | O/E Setup | Quotes | Invoice Action |
| Capture Payments with Invoices | Options | Picking Slips | Sales History |
| O/E Statistics and Inquiries | Templates | Shipping Labels | Sales Statistics |
| Pending Shipments Inquiry | Miscellaneous Charges | Invoices | G/L Transactions |
| Sales History | Ship-Via Codes | Credit/Debit Notes | Salesperson Commissions |
Purchase Orders
| P/O Transactions | Pending Receipts Inquiry | Vendor Contract Costs | Mailing Labels |
| Requisition Entry | P/O Periodic Processing | Templates | P/O Analytical Reports |
| Purchase Order Entry | Create Batch | Additional Costs | Transaction List |
| Receipt Entry | Clear History | Email Messages | Shippable Backorders |
| Invoice Entry | P/O Create Purchase Orders | Optional Fields | Purchase Order Action |
| Return Entry | Create POs from Requisitions | G/L Integration | Purchase History |
| Credit/Debit Note Entry | Create POs from I/C | P/O Forms | Aged Purchase Orders |
| Copy Purchase Orders | Create POs from O/E | Requisitions | Purchase Statistics |
| P/O Statistics and Inquiries | P/O Setup | Purchase Orders | Posting Journals |
| Purchase History | Options | Receiving Slips | G/L Transactions |
| Purchase Statistics | Ship-Via Codes | Returns | Payables Clearing Audit List |
Tax Services
| Tax Setup | Tax Rates | Tax Reports | Tax Periodic Processing |
| Tax Authorities | Tax Groups | Tax Tracking | Clear History |
| Tax Classes |
With the latest releases, some additional web screens will be included.
About us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East.
For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.