Cheque Printing in Sage 300  

  • By Remington Hall
  • 06 Oct, 2017

You can print all check elements such as Payee, Date, and Amount on cheques throughout Sage 300. You can also print the check with advice in the system. Please see steps below:

Define Check Stock

You must start in Bank Services module as you will need to define a cheque form for the corresponding bank. Below you will find the areas needing configuration.

  • Check Stock Code: If you are setting up check printing for a bank in Sage 300 you will type a unique code, up to 6 characters, to identify your check stock. The Check Stock is made up of the physical check forms, combined with report specifications and the check language.
  • Description: add description for check code.
  • Next Check Number: Bank Services assigns number sequentially to the check in the batch beginning with this number.
  • Stock Type: (Choose one of the following 4)

    o Combined Check and Advice: Choose this type if the printed check form contains an advice portion on the same page as the check.
    o Checks then Advices: Choose this option if you want to print your checks and advices seperately.
    o Checks Only: Choose this option if you want to print checks only.
    o Advices only: Choose this option if you want to print advices only. This would most likely be the case if you write manual checks and            want an individual printout for each check to keep track of payments.

  • Check Form: If you print checks only, or checks combined with advices, type the file name of the Crystal Report specification for the check form.
  • Advice Form: If you print advices only, or advices following checks, enter the file name of the report specification for the advice form.
  • Advice Lines Per Page: Enter a number for the printed detail lines that will fit on the advice form or in the advice section of the check form (for combined checks and advices).
  • Language: Choose one of the installed languages for Bank Services to be used when printing checks.

AP Payment Entry

  • Create a Payment Entry in AP Payment Entry Screen
  • Select Print Check… Then ensure that the correct check/advice form is showing, browse to change if necessary. Then select Print.

  • Then you will select print and specify which printer to print from.

  • Close the print preview screen, the system will then ask if your checks printed successfully – you will select yes. Then you will be prompted to post the batch where you will say yes as well.

By Remington Hall 16 Nov, 2017

When Implementing a new solution like Sage 300 or Microsoft Dynamics look at funding options for your business in Canada.

A funding program we partner with is the Canada Job Grant (CJG),  it helps cover training costs during an implementation based on the number of employees on staff and involved in the ERP Software training.  

By Remington Hall 14 Nov, 2017

1.       Accounts Receivable > Common > Customers > All Customers

2.       Double click the “Child” Customer. In this example the child is ABC Company 2 and the parent is ABC Company.

3.       Click Customer > Edit

4.       Scroll to the bottom and select the Invoice and Delivery tab

5.       Click on the dropdown menu and select the “Parent” Company

By Remington Hall 07 Nov, 2017

Every user must have email address in Human Resources > Common > Workers > Workers Form:

By Remington Hall 07 Nov, 2017

1. Click Area Page node: Accounts payable -> Common -> Vendors -> All vendors.

Form name: Vendors

By Remington Hall 31 Oct, 2017

In accordance with Sage’s support and version policies, the following download URLs will no longer be available after September 30, 2017:


·      Sage ERP Accpac US Payroll Update – Version 6.0T PU1 (

·      Sage 300 ERP US Payroll PU Q3 2014 – Version 7.0O (UT70O_Q32014_ProductUpdate.exe)

·      Sage 300 ERP US Payroll PU Q3 2014 – Version 7.1E (UT71E_Q32014_ProductUpdate.exe)

·      Sage CRM 7.2 Integration for Sage 300 ERP 2014 PU2 (Sage 300 CRM 72 Integration 2014 PU2.exe)


In addition, with the latest release of Sage 300 2018.0 in August 2017, Financial Link Pro is no longer supported. Any customer’s affected are encouraged to work with their Business Partner to identify a replacement reporting tool that meets their requirements. Sage Intelligence  is a fully integrated, MS Excel-based reporting solution that gives companies immediate access to insightful information, enabling them to make more-informed decisions, and is used by thousands of Sage 300 customers around the world.  

By Remington Hall 31 Oct, 2017

1. Click Area Page node:  Accounts receivable -> Common -> Customers -> All customers.

Form Name: Customers

By Remington Hall 27 Oct, 2017

When implementing Dynamics AX for a client the four fields in these journals that I get asked the most about are the Relation, Account Code and Item Code fields as well as the Find next option. I’ll group the Account Code and Item Code fields together for simplicity. Both the Account Code and Item Code fields have three options available to them All, Group and Table.

By Remington Hall 20 Oct, 2017

To make a new page: click pages on the left-hand side of the screen, then click “New Page”.

By Remington Hall 17 Oct, 2017

We recently had a client who wanted to receive goods as quickly as possible off the delivery trucks as to open the receiving door for further deliveries. They also needed the option to put the received goods to two different receiving staging areas, depending on the product, before moving them to their final location in the warehouse.

The trouble here is that AX will not allow 2 put actions on a PO Receipt while also using the Unit Sequence and Unit Conversions of the item to assign license plates to less than pallet amounts during receipt. The quickest way to receive goods off the trucks in their case was to use the “Purchase Order Line Receiving” mobile device menu option. By using the “Line” rather than “Item” receiving option, we eliminate the need to type in lengthy Item IDs, instead opting to enter the PO line number on the order and having AX sort out which item and item details it’s expecting to receive.

The first thing you’ll need is a simple work template, that defines the pick/put actions and Work Class ID that is available to the mobile device to perform the work.

By Remington Hall 13 Oct, 2017

1. Select the address   USMF -> Accounts receivable from the Address bar by clicking the navigation path arrows.

2. Click Area Page node:   Accounts receivable -> Inquiries -> Journals -> Invoice journal.

3. Press CTRL + G to filter by date or Invoice account and etc. At the end of this there will be some shortcuts for CTRL + G that may come in handy.

More Posts
Share by: