What's New in Sage300 2027

This release includes the following new features and improvements in both Sage 300cloud web screens and Sage 300 classic screens: CashFlow Analyzer Sage 300 introduces CashFlow Analyzer as a new module in 2027. Please refer to the Sage 300 Product Documents page for more information. Email Enhancements Ability to configure multiple 'Send From' email accounts. You now have the ability to specify a sender's email address for each supported document type in the applicable module's Options screen. Supported documents include: A/R Invoices, Receipts, and Statements A/P Letters and Labels O/E Quotes, Order Confirmations, Invoices, and Credit/Debit Notes P/O Purchase Orders and Returns New Email History screen A new Email History screen has been introduced to help users monitor email activity more effectively. The screen displays key information such as document source, delivery status, sent date and time, and other relevant email details. Enhanced messaging for email-based document printing Added improved status messages and error reporting to help users more easily identify and resolve issues when printing documents to an email destination. Supported documents include: A/R Invoices, Receipts, and Statements A/P Letters and Labels O/E Quotes, Order Confirmations, Invoices, and Credit/Debit Notes P/O Purchase Orders and Returns Improved support for multiple contact names With Multiple Contacts (M/T): When sending emails to multiple contacts, the contact name defined for each email is now used in the email body. Accounts Payable We have added the ability to reverse posted invoices, debit notes, credit notes, and interest documents directly from the Invoice Batch List, so you no longer need to create a manual offsetting entry to correct an error. Accounts Receivable We have added the ability to reverse posted invoices, debit notes, credit notes, and interest documents directly from the Invoice Batch List, so you no longer need to create a manual offsetting entry to correct an error. General Ledger We have added two new options to the Processing tab of the GL Setup – Options screen to give you greater control over editing batches. By default, these options are not selected. The Allow Edit of Imported Batches option lets you revise information in imported batches. The Allow Edit of Subledger Batches option lets you revise information in batches generated from subledgers such as Accounts Receivable, Accounts Payable, and other Sage 300 modules. Order Entry A new Update Customer Number security right has been added to Security Groups for Order Entry. If a user attempts to change the customer number after detail lines have been entered in any of the following screens, they will receive an error: OE Order Entry OE Shipment Entry OE Credit/Debit Note Entry The customer number can still be changed if all detail lines are deleted first. To allow users to change the customer number, go to Security Groups for Order Entry and check the Update Customer Number right. This applies to both Classic and Web screens. Project and Job Costing PJC now supports up to 15-digit payroll check numbers. You can now drill down to Payroll Check Inquiry from PJC Transaction History for job-related payroll transactions in web screens. System Manager For new installations of Sage 300, the ‘Password never expires’ option is now enabled by default for the ADMIN user. This does not affect existing installations. Sage 300 AI-powered virtual assistance, formally known as Sage Help Agent, is now Search Help. For Web Screens, reports that have been customized to support additional Crystal Report parameters can now display a parameter entry dialog similar to the Desktop implementation. To enable this behavior, set the ReportAllowCustomParameters setting in the web.config file from false to true. Enabling this feature will affect the display of the Export Dialog screen's performance, including reports that do not use custom parameters. Excel import and export no longer requires Microsoft Access. If you do not require Microsoft Access for your other applications you may wish to uninstall it. Web Screens The following Serialized Inventory/Lot Tracking web screens have been added as part of this release: I/C Statistics and Inquiries Lot No. Inquiry Serial No. Inquiry I/C Periodic Processing Lot Recalls/Releases Lot Splits Combines Serial Lot Reconcilliation Quarantine Release Serial Registration Warranty Update I/C Setup Mask Structures Warranty Codes Contract Codes Setup Options (Added SN/LT features) I/C Stock Control Reports Serial/Lot Transaction Serial/Lot Quantity On Hand Recall Serial/Lot Number List Warranty/Contract List Quarantine Serial/Lot Stock Listing I/C Items and Price Lists Items (Added SN/LT features) Location Details (Added SN/LT features) Lot Numbers Serial Numbers In addition, the following Bills of Material screens are now also available: I/C Items and Price List Update Bills of Material Copy Bills of Material