Sage 300 - Wellspring Software
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1. 300 version 6 0 V ER61 reports for Sage 300 version 6 1 V ER62 reports for Sage 300 version 6 2 If you are using an older version of Sage 300 please contact Technical Support If you upgrade to a newer version of Sage 300 you will need to update PrintBoss to obtain the modified Crystal Reports that we distribute for that version BANK SERVICES Once a company is opened in Sage 300 select COMMON SERVICES BANK SERVICES BANKS 1 Wellspring Software PrintBoss Installation Notes e Select the correct bank account e Select the CHECK STOCKS tab e INSERT a new check stock code for the type of PrintBoss check form one for AP one for Payroll FIELD A P Checks US Payroll checks Canadian Payroll checks CHECK STOCK CODE AP_PB UP_PB CP_PB DESCRIPTION AP PrintBoss UP PrintBoss CP PrintBoss STOCK TYPE Combined Combined Combined CHECK FORM AP ck1 rpt AP ck2 rpt UP ck3 rpt UP ck4 rpt CP ck3 rpt ADVICE LINES PER PAGE 999 999 999 The code that appears first alphabetically in the list is the default code used at the point of printing checks Give your code a name that will make it appear first alphabetically in the list for this bank PRINTER SETUP In Sage 300 select FILE PRINT DESTINATION e The options for Report Paper Size and Report Orientation should be checked e The option for A4 paper in place of letter should NOT be checked e Letter is usually the default paper size AP CHECKS Print Post checks in Sage 300 a2. and the company name Ex Bank Company A e Bank Prompt Enter any word or phrase for user recognition e Bank Name and Address Fill in the bank information as it should appear on the checks e Company Name and Address Fill in the company information as it should appear on the checks e Next Check Number DO NOT fill in The check number comes from Sage 300 e Confirm Check Number Auto MICR Tab e Routing Number Enter the bank account routing number e Account Number Enter the bank account number Use a period to designate a space e Check Number CchkNo or CCCCCC Miscellaneous Tab e 2 Signature Line Check this box if this account should always have a second LINE for signatures e Canadian Style Date Amount Check this box if the CPAO6 standards should apply to this account Signature amp Logos Tab This tab is used if there is a signature or logo based on a PrintBoss Bank record For these instructions go to our website www wellspringsoftware com and visit our Support Documents page CHECKLIST OPTIONS PRINTBOSS DRIVER SETTINGS e Transfer Folder File ComAppData Transfer WinUserName e Append to Transfer File Do Not Check e Load PB32 exe Checked e Configurations Settings Save Location Local_User Registry Standard e Capture Mode Flag Trigger Required e PB 50 Driver Special Settings Spool Dir ComAppData Spool Click on OK when finished OPTIONS CONFIGURATION Please visit our website www wellspringsoftware com for sp
3. 1 OE QT1_v60 rpt Quote CA_QU1 PO PO PO1_V60 rpt Purchase Order CA_PO1 PO PO2_V60 rpt Purchase Order Uses labels from Crystal CA_PO2 Sage 300 6 1 2012 Module Report Name in Sage 300 Description PrintBoss Form AP AP CK1_v61 rpt Check CA_AP1 AP CK2_v61 rpt Check Includes Inv Desc Column CA_AP2 AR AR CK1_v61 rpt AR Refund Check CA_AR1 AR IV1_v61 rpt Invoice CA_ARIV1 AR ST1_v61 rpt Statement CA_ARST1 AR ST2_v61 rpt Statement CA_ARST2 left edge for tear off BK DP1_v61 rpt Deposit Slip Deposit1 Payroll CP CK3_v70 rpt Canadian Payroll Check CA_CP3 UP CK3_v70 rpt US Payroll Check CA_UP3 UP CK4_v70 rpt US Payroll Check CA_UP4 OE OE CO1_v61 rpt Order Confirmation CA_CON1 OE CR1_v61 rpt Credit Note CA_CRN1 OE IV2_v61 rpt Invoice CA_INV2 OE IV5_v61 rpt Invoice based on Sage 300 OEINVOS5 CA_INV5 OE Pi1 _v61 rpt Picking Slips Orders CA_PIK1 OE PickShip1 _v61 rpt Picking Slips Shipments CA_PS1 OE QT1_v61 rpt Quote CA_QU1 PO PO PO1_V61 rpt Purchase Order CA_PO1 PO PO2_V61 rpt Purchase Order Uses labels from Crystal CA_PO2 Sage 300 6 2 2014 Module Report Name in Sage 300 Description PrintBoss Form AP AP CK1_v62 rpt Check CA_AP1 AP CK2_v62 rpt Check Includes Inv Desc Column CA_AP2 AR AR CK1_v62 rpt AR Refund Check CA_AR1 AR IV1_v62 rpt Invoice CA_ARIV1 AR ST1_v62 rpt Statement CA_ARST1 AR ST2_v62 rpt Statement CA_ARST2 left edge for tear off BK DP1_v62 rpt Deposit Slip Deposit1 Payroll CP CK3_v70 rpt Canadian Payroll Che
4. Wellspring Software PrintBoss Installation Notes www wellspringsoftware com Last Revised 16 April 2015 Sage 300 Formerly known as Sage Accpac ERP amp Advantage Series These are notes for a typical setup For specific setup please refer to the user manual The user manual is available at httos Awww wellspringsoftware com Support DynamicSupport Directory aspx Select the Manuals folder in the left navigation pane The documents will display in the right pane Choose PrintBoss Standard Enterprise Manual for this product Contents 1 General Information 2 Setup in Sage 300 3 PrintBoss Settings 4 Using PrintBoss with Sage 300 Section 1 General Information PrintBoss is an application that adds flexibility and features to the task of printing multi part accounting documents on Laser printers In spite of their superior print quality and speed laser printers have introduced some new challenges with printing accounting documents PrintBoss solves these problems by offering the following features e PrintBoss can print multiple copies of any document e PrintBoss can enable unique printing for each copy such as a legend e Each copy can be printed in a different order or to a different printer or from different trays within the same printer e PrintBoss can allow signatures to be printed on checks with security e PrintBoss can print text or graphics based on conditions of the document e g document amount e D
5. ck CA_CP3 UP CK3_v70 rpt US Payroll Check CA_UP3 UP CK4_v70 rpt US Payroll Check CA_UP4 OE OE CO1_v62 rpt Order Confirmation CA_CON1 OE CR1_v62 rpt Credit Note CA_CRN1 OE IV2_v62 rpt Invoice CA_INV2 OE IV5_v62 rpt Invoice based on Sage 300 OEINVOS5 CA_INV5 OE Pi1 _v62 rpt Picking Slips Orders CA_PIK1 OE PickShip1 _v62 rpt Picking Slips Shipments CA_PS1 OE QT1_v62 rpt Quote CA_QU1 PO PO PO1_V62 rpt Purchase Order CA_PO1 4 Wellspring Software PrintBoss Installation Notes PO PO2_V62 rpt Purchase Order Uses labels from Crystal CA_PO2 Settings Tab e Copies 0 just the original increase to print copies e Auto Archiving Typically set to Overwrite work files at start of batch If printing copies please refer to the manual for more details Multi Parts amp Printers Tab These settings are work station and user specific when lt Locally gt is selected under Printer amp Tray Selections Saved In at the bottom of this tab e Print Time Original set to Immediate If copies are set to batch research archiving method settings to avoid lost documents See user manual e Source Tray Pulls the paper from the selected tray This is based on the current printer in PrintBoss The tray names may change if the printer selection changes e Destination Printer May be used to send designated copy to a printer other than the PrintBoss default printer This field is also used for other PrintBoss functions such as Emailing Fa
6. ecific install steps if you are on a Citrix or Terminal Server environment Settings Tab e MICR offset adjustment Use if needing to adjust the MICR line placement This field is workstation and user specific Default values are 0 e Set Globally Checked e Work Files Private Folder Names WinUserName e Always Trigger Capture Settings o Form ReqList o Bank Grayed out o PB INFO flag overrides Above Checked o Allow fragmented PB INFO line Checked Click on OK when finished OPTIONS FORM BANK REQUEST LIST A Request List is NOT used for standard Sage 300 interfaces OTHER COMMON SETTINGS Wellspring Software EDIT FORMS highlight form EDITOR PrintBoss Installation Notes Sage 300 6 0 Module Report Name in Sage 300 Description PrintBoss Form AP AP CK1_v60 rpt Check CA_AP1 AP CK2_v60 rpt Check Includes Inv Desc Column CA_AP2 AR AR CK1_v60 rpt AR Refund Check CA_AR1 AR IV1_v60 rpt Invoice CA_ARIV1 AR ST1_v60 rpt Statement CA_ARST1 AR ST2_v60 rpt Statement CA_ARST2 left edge for tear off BK DP1_v60 rpt Deposit Slip Deposit1 Payroll CP CK3_v60 rpt Canadian Payroll Check CA_CP3 UP CK3_v60 rpt US Payroll Check CA_UP3 UP CK4_v60 rpt US Payroll Check CA_UP4 OE OE CO1_v60 rpt Order Confirmation CA_CON1 OE CR1_v60 rpt Credit Note CA_CRN1 OE IV2_v60 rpt Invoice CA_INV2 OE IV5_v60 rpt Invoice based on Sage 300 OEINVOS5 CA_INV5 OE Pi1 _v60 rpt Picking Slips Orders CA_PIK1 OE PickShip1 _v60 rpt Picking Slips Shipments CA_PS
7. nd stop at the Print Checks window This is the screen with the Check Stock Code Next Check Number and Check Advice Form All of the individual checks should be listed at the bottom of the window with a status of Not Printed Select FILE PRINT SETUP on this window Select Specific Printer and choose the PrintBoss 50 printer Click OK Select the PrintBoss modified Crystal Report from the Check Advice Form Browse window prior to printing Checks will view PRIOR to PrintBoss formatting when you print to PREVIEW Reselect the PrintBoss 50 printer to print from the PREVIEW screen PAYROLL CHECKS Print Post payroll checks in Sage 300 and stop at the Print Checks window This is the screen with the Check Stock Code Next Check Number and Check Advice Form All of the individual checks should be listed at the bottom of the window with a status of Not Printed Select FILE PRINT SETUP on this window Select Specific Printer and choose the PrintBoss 50 printer Click OK Select the PrintBoss modified Crystal Report from the Check Advice Form Browse window prior to printing Checks will view PRIOR to PrintBoss formatting when you print to PREVIEW Reselect the PrintBoss 50 printer to print from the PREVIEW screen OTHER DOCUMENTS In Sage 300 get to the point of printing the document This is the window where the Crystal Report is selected for printing the documents Select FILE PRINT SETUP on this window Select Specific Printer and cho
8. ocument design can be enhanced The PrintBoss application uses a special Windows Printer driver in order to interface with Sage 300 Once the appropriate settings are made in PrintBoss and Sage 300 sending a document to PrintBoss requires no extra steps for the user Section 2 Setup in Sage 300 LOAD THE CRYSTAL REPORTS During the installation of PrintBoss e Select Sage 300 as the Host Accounting Package e Crystal reports for AP Checks Payroll Checks Purchase Orders and some AR amp OE documents are installed into the PrntBoss Specs Accpac directories where the asterisk is the version number e On the final Setup Complete screen click on the Start Install steps special for this host to have PrintBoss copy these files into the appropriate Sage 300 directories e Ifthe Start Install steps special for this host button is NOT selected the modified crystal reports will need to be manually copied into the appropriate Sage 300 directories e Please note that the modified crystal reports are Sage 300 version specific e Copying these modified crystal reports into the Sage 300 directories will not overwrite any of the standard Sage 300 reports It only makes these reports available for use by Sage 300 While several of the report names are the same from one version to the next PrintBoss has unique directories for each version of SAGE 300 being used In the PRNTBOSS SPECS ACCPAC directory there are separate folders VER60 reports for Sage
9. ose the PrintBoss 50 printer Click OK Select the PrintBoss modified Crystal Report Checks will view PRIOR to PrintBoss formatting when you print to PREVIEW Reselect the PrintBoss 50 printer to print from the PREVIEW screen Section 3 PrintBoss Settings The following items are suggested for the Sage 300 interface This may serve as an installation checklist if problems are occurring This section is divided into 3 subsections Required Settings these MUST be done after the initial installation Checklist and Other Common Settings REQUIRED SETTINGS FILE PRINTER SETUP Select the driver matching the Laser Jet printer The PCL5e is recommended when available Do not use a Post Script PS driver DO NOT select the PrintBoss 50 printer as the printer from the PrintBoss application EDIT BANK LIST Beginning with PrintBoss version 5 71 1 PrintBoss includes bank Wizards to make the setup easier Simply click on Wizards and choose Bank Creation Each screen has instructions and suggestions specific to Sage 300 You will be prompted to add a Logo or 2 Wellspring Software PrintBoss Installation Notes Signatures after the bank specific portion is completed PrintBoss comes with 10 bank accounts in the Standard edition If more is needed a Bank Key disk will need to be purchased Call Wellspring Software Inc for more information Primary Tab e Bank Code Enter the Sage 300 bank code for this account followed by a colon
10. xing and creating PDF files Section 4 Using PrintBoss with Sage 300 If the PRINT DESTINATION in Sage 300 is set to PREVIEW the view on the screen will be prior to any PrintBoss formatting The actual accounting data should be visible along with the PrintBoss Trigger which is a line of text in small font that begins with PB INFO If you print to PREVIEW you must select the PrintBoss printer driver from the preview and then click on PRINT again to send the documents on to the physical printer Because these steps are required each time you print to PREVIEW we recommend that your print destination within Sage 300 be set to PRINTER When checks are printed from Sage 300 print to the PrintBoss printer driver When printing checks PrintBoss will automatically recognize the bank account If the bank code has not been entered in the PrintBoss bank list exactly as it appears in Sage 300 PrintBoss will prompt the user to select the account the first time checks are printed from that account After the first time PrintBoss should automatically recognize each account No additional key strokes will be necessary by the user When printing other documents from Sage 300 print using the modified Crystal Report to the PrintBoss printer driver No additional key strokes will be necessary by the user
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