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Sage 300 ERP Closing Procedures Checklists

Year end processing in Sage 300 ERP (formerly “Accpac”) is designed to be fairly straight-forward. But understanding how to coordinate the process within each of the modules and in the proper sequence is important.  It also requires a bit of judgment based on your specific system configuration and business processes.  In this section, we provide a checklist for general period end and year end closing processes.

Period End Processing

Before you can begin year end processing, you’ll need to run through your period end processes first.  So here’s a checklist of typical period end procedures.  Make sure you’ve finished the typical daily procedures in all ledgers, then proceed with these period end processes: 

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User Roles and Security in Sage 300 ERP

Role based security and user roles are terms that are in vogue right now in many ERP systems. Although Sage 300 ERP doesn’t use this terminology, it is essentially giving you the same thing. This blog looks a bit at how you setup Sage 300 ERP application security and how it matches role based security.

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Customizing Crystal Reports for Sage 300 ERP

The main reporting engine used by Sage ERP Accpac is Crystal Reports. All transaction listing reports, setup reports, forms and checks are produced by Crystal Reports. Financial Reports and Business Intelligence reports are produced by Excel based reporting tools like Accpac Intelligence, Accpac Insights and the built in G/L Financial Reporter. Customizing the main Accpac reports is a matter of loading the report into the Crystal Reports designer, editing the report and saving it. This sounds easy, but Crystal is a very sophisticated reporting engine and some of the reports in Accpac are quite complicated. This blog posting looks at various topics in customizing reports.

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