Sage 300 2024 Release Notes

In this document:

• Sage 300 2024 Release Notes

o What's new in Sage 300 2024
▪ General improvements
▪ Financial Report for the Web
▪ Compliance – IRAS ASR Tier 2 (Singapore Tax Report Direct
Submission)
▪ Direct API Bank Feeds
▪ Additional Web APIs
o Technical information
▪ Sage 300 2024 program fixes
▪ General information
▪ Compatibility with other programs
▪ Known issues
▪ Installing Sage 300
▪ Installing product updates
▪ Removing Sage 300
▪ Sage 300 Payroll
▪ Sage 300 Intelligence Reporting
▪ Sage 300 Software Development Kit

Thank you for choosing a Sage business management solution.

These release notes contain important information about Sage 300, including information about
product changes that are not in the documentation.

Product updates contain modified versions of one or more Sage 300 program components. A
product update is not a full upgrade or a product replacement. Each product update is valid only
until we release the next product update or the next version of Sage 300.

Depending on your purchase agreement, some features described here may not be available in
your product.

For more information about feature availability, see Sage Knowledgebase article 105946.

What's new in Sage 300 2024

This section contains a summary of new features and changes in the 2024 release.

General improvements
This release includes the following new features and improvements in both Sage 300cloud web
screens and Sage 300 classic screens:

Sage 300cloud web screens improvements

This release includes the option to install Sage 300cloud web screens: modernized versions of
Sage 300 screens that you can use in a web browser.

Web screens run in parallel with 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.

Here's a quick overview of what's new in Sage 300cloud web screens:

• New Project and Job Costing web screens. This release includes the following new web
screens for Project and Job Costing:
o Equipment Usage. Use the PJC Equipment Usage screen to record the use of
equipment that you own.
o Adjustments. Use the PJC Adjustments screen to adjust or transfer timecard,
equipment usage, material usage, material return, cost, or charge transactions that
you have posted in Project and Job Costing.
o Timecards. Use the PJC Timecards screen to enter timecards for employees,
which is how you charge job-related labor costs to projects.
o Transaction History. Use the PJC Transaction History screen to view details for
transactions posted in Project and Job Costing and job-related transactions posted
in other Sage 300 programs.
o Transaction History Report. The report provides a printed listing of transactions
that appear on the Transaction History screen, with the advantage that you can
print the report for a selected range of contracts, projects, categories, cost classes,
customers, contract status, and project status.
• Enter job-related documents in Purchase Order. You can now enter and work with job-
related documents on all P/O web screens:
o Transactions
▪ Requisition Entry
▪ Purchase Order Entry
▪ Receipt Entry
▪ Invoice Entry
▪ Return Entry
▪ Credit/Debit Note Entry
▪ Copy Purchase Orders
o PO Analytical Reports
▪ Transaction List - added Job Related checkbox
▪ Purchase Order Action Report - added Job Related checkbox
▪ Purchase History Report - added Job Related checkbox
▪ Posting Journals – added Job Related checkbox
o PO Statistics and Inquiries
 ▪ PO Purchase History – added job columns in the Purchase History Detail
▪ PO Pending Receipts Inquiry – added job columns in the PO Pending
Receipts Details screen
o PO Create Purchase Orders - Create Pos from Requisitions – added Job Related
checkbox
o Setup – Optional Fields – added Job Related settings

Financial Report for the Web

Sage 300 Financial Reporter for the Web is a web-based tool used to manipulate, format, graph
and print general ledger (GL) data. Financial Reporter for the Web utilizes Microsoft Excel to
create financial statements and statement specifications that display data from Sage 300 General
Ledger.

Note: Sage Intelligence Report Cloud (SIRC) has been deprecated with the introduction of
Financial Reporter for the Web.

Compliance – IRAS ASR Tier 2 (Singapore Tax Report Direct Submission)

Available on Sage 300 web screen only, this feature is an enhancement from existing Tax
Singapore (TS) module. It is specifically designed to report GST Taxes for form 5 and form 8
(F5 and F8) digitally via IRAS (Government) server website.

Direct API Bank Feeds

Access to Direct API bank feeds as added by Sage Service Fabric. Example. Bank of America
CashPro bank feed.

Additional Web APIs

The additional web APIs include CP employee, UP employee and IC Item location details.

Global Search

The Global Search feature is available in the 2024.0 release. This feature was not available in
product updates 2023.2 or 2023.3. Note that you must sign into Database Setup on each Sage
300 server machine using Global Search.

Technical information
This section provides information about program fixes, product contents and requirements,
recommendations, and other technical information.

Sage 300 2024 program fixes

Sage 300 2024 includes program fixes for some problems that exist in the most recent previous
version (Sage 300 2023 Product Update 3). The following sections describe these program fixes.

Web API

Fixed an issue where the Web API endpoint for IC Item Location Details was not available.
(Reference # SM01_2648820230508)

System Manager

Fixed a problem that prevents import in web screens when the IIS server is configured with a
proxy site. (Reference # 8009627198)

Bank Services

Fixed a problem on the withdrawal amount when reversing an entry (Reference # 8009658363)

Accounts Payable

Fixed a problem in which the number of decimals in VB screen (desktop) and number of
decimals in web screens were not consistent in GL entry. (Reference # 8009480228)

Fixed a problem that prevented saving a GL Financial Report. (Reference # 8007288528)

Order Entry

Fixed a problem on UK Tax (TK70) VAT Return Entry Form where the Source Currency is used
instead of Home Currency (Reference # 8009653339) (Reference # 8009653663)

General information

• Sage 300 2024 supports upgrades only from version 5.6 or later.
• If you use workstation setup, you must also run Sage 300 Intelligence Reporting
workstation setup (located in BX66A\WSSetup) on every workstation where you will
view and use Intelligence Reporting screens.
• Sage 300 2024 supports upgrades only from version 5.6 or later.
• If you use workstation setup, you must also run Sage 300 Intelligence Reporting
workstation setup (located in BX66A\WSSetup) on every workstation where you will
view and use Intelligence Reporting screens.
• You require version 2024 (internally versioned as 7.1A) of all core programs that you
plan to use.

If you use Canadian Payroll or US Payroll, you require version 7.3 of these programs
with the most current tax updates.
 Note: The tax tables for version 7.3 will be available until March 2024. After this date tax
tables and support will only be available for Payroll version 8.0.

Important! You must install Sage 300 before installing payroll programs.

• If you are upgrading from an earlier version, you must upgrade all Sage 300 programs to
2024 at the same time. Sage 300 2024 programs do not work with programs from earlier
versions.
• If you have a subscription license, you don't need to enter serial numbers and activation
keys for individual Sage 300 applications. When the License Manager appears during
installation, the only license information you need to enter is your Client ID, Company
Name, and Serial Number. After you've entered this information, ensure that you have
internet access, and then click Refresh to verify your subscription.
• If you do not have the following programs, which are required to use Sage 300, they are
installed with Sage 300:
o MSXML (Microsoft XML Core Services) 6.0
o Microsoft SQL Server Native Client 12.0
o Microsoft .NET Framework 4.8.2
• Sage 300 2024 includes SP34 for SAP Crystal Reports® runtime engine. If you use Sage
HRMS or Sage Fixed Assets integrated with Sage 300, refer to the Sage 300 2024
Compatibility Guide for updated information on compatibility with Sage HRMS and
Sage Fixed Assets. The Sage 300 2024 Compatibility Guide is available from Sage
Knowledgebase article 26777.
• For the most current technical information about database changes, please refer to the
Sage 300 2024 SDK Application Object Model (AOM).
• Product documentation for Sage 300 is available from the Sage 300 Product Documents
website.

Compatibility with other programs

For a complete list of compatible programs, database platforms, and operating systems, see the
Sage 300 2024 Compatibility Guide, available from Sage Knowledgebase article 26777.

Known issues

• When using the Notes screen on the Sage 300 classic desktop:
o When adding or editing a note, the text editing area and toolbar appear only if you
have enabled active scripting and scripting of Java applets in Internet Explorer
security settings. For more information, see Sage Knowledgebase article 76898.
o The Notes screen does not appear correctly if you use the Medium - 125% display
size (specified in Windows control panel). For more information, see Sage
Knowledgebase article 76926.
• When previewing reports in web screens, information in some reports is not aligned
correctly. To work around this issue, export the report to PDF format. For more
information, see Sage Knowledgebase article 76337.
• In some fields, Chinese language characters cannot be entered.
 • Printing issue with Fixed Access Integration (FAS). Report printing in both FAS and Sage 300 will
not work after the installation of FAS Integration. To work around this issue, you need to restore
a Crystal runtime dll. For more information, see Sage Knowledgebase article 230907204735260

Installing Sage 300

For detailed instructions on installing Sage 300, see the Sage 300 Installation and Administration
Guide.

Installing product updates

After installing a product update:

• If you use Sage 300cloud web screens, you must use Database Setup to configure the
Portal database again.
• If you use Sage CRM integrated with Sage 300, you must upgrade your CRM integration
as follows:
o Install the Sage CRM integration for Sage 300, which is available on Sage
Knowledgebase article 45434.
o Uninstall and then reinstall the Sage CRM Synchronization Component. (Use the
Sage CRM Workstation Setup screen in Sage 300 to install the Sage CRM
Synchronization Component.)
• If you use Sage Intelligence Reporting Cloud, you must customize some Sage 300
program files, and then you must reset IIS. For more information, see Sage
Knowledgebase article 84722.
• You should clear your browser’s cache. (Some fixes included in the update may not take
effect until you do.)

Removing Sage 300

Before removing Sage 300, you must:

• Close all instances of the Sage 300 Desktop.

• Close all applications that integrate with Sage 300.
• Stop all Sage 300 services that are running, such as Sage 300 .CNA.Windows Service.

To remove Sage 300 2024 programs:

1. In Windows' Control Panel, click Programs And Features.

2. Open Uninstall Or Change A Program, and then:

o To remove all Sage 300 programs, double-click Sage 300 2024.
o To remove individual Sage 300 programs:
1. Click Sage 300 2024, and then click Change. (Do not double-click Sage
300 2024.)
 2. Click Modify, and then use the Select Features screen to select the
programs you want to install and clear the selections for programs you
want to remove.

Sage 300 Payroll

Sage 300 2024 includes Canadian and US Payroll. For more information, see the related release
notes, which you can find on the Sage 300 Product Documents website.

Note: Canadian and US Payroll may not be available in all regions.

Sage 300 Intelligence Reporting

Sage 300 2024 includes Sage 300 Intelligence Reporting. For more information and help with
getting started, see Sage Intelligence Learning.

Known issues

• If you have multiple versions of Microsoft Excel installed, you may need to manually
load the Report Designer Task Pane Excel Add-in.
• If you use exclusions in account and row set rules, exclusion accounts may appear when
you drill down to balance.
• If Sage 300 Intelligence Reporting was installed by a user other than you (for example, an
administrator), you must open Microsoft Excel before running reports in Report Viewer
or Report Manager.
• In Report Viewer, an "Open File - Security Warning" message appears for every report
you view. (This message should only appear once, when you first open Report Viewer.)
• If you use Microsoft Excel 2013, and you save a report template in Report Manager using
Save Excel Template:
o When you run the report in Excel, an “External Data” message may appear. You
can proceed by clicking Yes.
o If the report template has a timeline, the timeline does not retain its filters.

Sage 300 Software Development Kit

This section lists improvements and fixes for the Sage 300 Software Development Kit (for
desktop screens) and the Sage 300 Web Software Development Kit (for web screens).