In this tutorial, we will quickly review how to look up and print the 1099 amounts for a vendor(s) for the current year. For this scenario we are preparing for year-end and need to review the 1099 vendor amounts to reconcile with vendor reports. Here’s how to do it. Sage 300 Accounts Payable Start by […]

In this tutorial we will learn about using Data Integrity to check the validity of records. Data integrity should be checked, and data backed up, whenever we add records that would be lengthy to enter again or perform other tasks that alter data. Sage 300 Administrative Services Start Sage 300 and navigate to Administrative Services […]

Completing bank reconciliations from a statement is a simple process in Sage 300. In this tutorial, we will walk through the steps, which are the same for credit card reconciliations. Please Note: We will focus on the process, step-by-step, of reconciliations; not the numbers or bank entries. This is a sample company, and the digit […]

For inventory, it is sometimes necessary to set up contract codes. In this tutorial, we will learn how to add these codes. Sage 300 Inventory Control Start Sage 300 and navigate to Inventory Control → I/C Setup → Contract Codes. In the Contract Code screen, enter a new contract code of choice, using no more […]

In this tutorial, we will review how to update the 1099 amounts for a vendor. For this scenario, let’s say that after reviewing the 1099 vendor report, we noticed that the amount and code for a certain vendor is incorrect. This can happen if an invoice is keyed incorrectly when originally entered. Thus, we need […]

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

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

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

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

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