by Jacky Xu
Recently, we had a VB6 program that always was running to scan a specific folder, get files to process, and print a report. A timer control triggers this logic. The program uses Sage 300 ERP COM API to print the report. But the program cannot release memory immediately after we set the COM object to zero. So, the memory of the program will grow to be very large. We had to find a soluti...

by Emma Tsai

Recently, we provided staff augmentation services to a housing service company. We had a Sage CRM developer working on several CRM customization projects that support their special operational needs for their student housing account management. One of the most current projects is to pull the application information from their existing housing website and upload them to Sage CRM and t...

by Emma Tsai
Recently, we have been working on a customization project for Sage CRM. The client is in the housing service industry and would like us to modify their existing CRM to support their special operational needs for their student housing account management. One of the requirements is to automate the process of creating Red Flag email as well as updating some fields after the email is sent...

by Joe Zhou
A while ago, I wrote a simple application to mass update a contact’s email address using Intacct 3.0 API for a client. A sample code snippet is shown below. However, the client reported to me this week that the application stopped working. I was very surprised to hear it because it was such a simple application.
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by Emma Tsai
Recently, we worked on an interesting web project, which enable the users to evaluate their return on investment and gross margin during different productivity phases. It defines the typical productivity phases a company goes through when introducing a new product or service. The results then will be quantified in a graph.
We developed it by using HTML, JavaScript, and jQuery. The we...

by Emma Tsai

Recently, we delivered to a client a solution consisting of multiple executable programs. The client needed to create in Sage 300 ERP automatically recurring orders for their new product line, and find unpaid invoices and successful payments. Except for the configuration application, the company can schedule all the other executable programs for unattended execution, but they also ca...

by Joe Zhou

I have a client that wants to download the supporting document attached to an AP Bill programmatically. Without a doubt, Intacct XML API is the best option for the job because of its flexibility and adaptability. The only question is, can it be done using version 3.0 alone. It turns out that I had to use both version 2.1 and version 3.0 to complete the task. 

Step 1. Find the Re...

by Emma Tsai
Recently, I received a request from a customer who wants to generate AR invoices based on an imported Excel file from a third party application. The interesting part of this regular import is the sales taxes are imported from the Excel file, instead of being calculated by Sage 300 ERP. If the import file contains tax amounts, then the import process allows Sage 300 ERP to calculate th...

 
by Emma Tsai
Last week, I delivered an interesting project to a client. The client needed a customized spreadsheet that allowed them use a formula to create the new base price of an item when new options were added to a base component. 
For instance, if a customer ordered a base item with an option 1 and option A, our client wanted to increase the base price of the finished item by 5...

by Emma Tsai
I recently received a request from a business partner who wanted to customize their PO receiving slips screen within their Sage 300 ERP system. To begin this customization, I modified their standard PO receiving slips screen to filter the PO receipt by date and vendor group.  
Next, I ensured all server and credential information were created in the set-up screen for their users....