| Enterprise Features - Back To Productivity Tools |
Available for $2,595 + $650 per year *, Productivity Tools adds hundreds of features to Sage 300. Add dozens of enhancements to the order entry screen.
Manage accounts, customers, vendors and items across multiple companies.
Update hundreds of orders or POs in one step.
Search for customers, vendors and items using an internet-like search engine ... and much more. *Pricing effective October 1, 2026.
More: PDF Brochure – Video – Benefit Summary |
| New: Support is added for Sage 300 2027. |
| New: Close Contracts and Jobs closes items and documents actions that need to be taken.
See: Picture. |
| New: SmartFinders now search and show optional fields. SmartFinders now have Advanced Search options.
See: Picture. |
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| NEW: Optional Fields in O/E and P/O Detail Grids |
| • | Edit detail optional fields easily - right inside the details grid! | | • | See: All O/E Options – All P/O Options |
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| Tag Posted G/L Transactions - See User Guide |
| • | Use tags to cost or categorize posted G/L transactions. | | • | Quickly edit the lines in an edit-friendly grid. | | • | Export to Excel for further analysis and reporting. | | • | Tags are stored as Sage 300 optional fields, so they dump and load. | | • | See: Video |
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| Look Up G/L Account - See User Guide |
| • | Quickly find the account you are looking for amongst thousands of accounts. | | • | Simultaneously searches codes and descriptions of structures, segments, and accounts. | | • | Supports all applications and multi-company searches by using the Windows clipboard. | | • | See: Video |
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| Copy G/L Accounts - See User Guide |
| • | Manage multi-company Sage 300 general ledgers. | | • | Copy any number of account ranges from a template company to target companies. | | • | For each account range, specify any number of segment filtering rules. | | • | For each account range, specify any number of segment substitution rules. | | • | For all account ranges, specify any number of excluded account ranges. | | • | See: Video |
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| User Management - See User Guide |
| • | Copy permissions and setup from one user to another. | | • | See: Video |
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| Application Security - See User Guide |
| • | See the security permissions required to run a program on the desktop. | | • | See: Video |
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| Remove Items from Price Lists - See User Guide |
| • | Quickly remove multiple items from multiple price lists in a single operation. | | • | Supports item, price list and currency filtering. | | • | Supports customer filtering for contract pricing. | | • | See: Video |
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| Create Price List - See User Guide |
| • | Create a price list spreadsheet for a single customer. | | • | Incorporates all pricing factors, including contract pricing. | | • | The prices in the spreadsheet will match order entry default pricing. | | • | See: Video |
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| Close Contracts and Projects - See User Guide |
| • | Close some or all projects in a contract. | | • | Identify which projects cannot be closed (may require revenue recognition). |
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| Platform Requirements |
| • | Sage 300 2012 to 2027: A single executable program works with these platforms. | | • | Sage 300 2018 to 2027: A single executable program works with these platforms. | | • | Visual C++ 2013 Redistributable (x86) - 12.0.30501 or higher is required. | | • | Detailed Platform Requirements |
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