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Sage 300 Construction andReal Estate(formerly Sage Timberline Office)Version 20.1
Release Notes
This is a publication of Sage Software, Inc.
© 2020 The SageGroup plc or its licensors. All rights reserved. Sage, Sage logos, and Sage productand service names mentioned herein are the trademarks of The SageGroup plc or its licensors.All other trademarks are the property of their respective owners.
Sage End User License Agreement: http://na.sage.com/sage-na/ eula
Version 20.1
Last updated: Monday, June 1, 2020
Table of ContentsRelease Overview 1
Support and Assistance 2
Installation 3
Database changes 5
General Topics 6
Accounts Payable 6
Accounts Receivable 6
Address Book 6
Billing 6
Cash Management 6
Contracts 7
Desktop 7
Equipment Cost 7
Financial Statements 7
General Ledger 7
Information Assistant 7
Inquiry 8
Inventory 8
Job Cost 8
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page iii
License Administration 9
Mobile Dashboard 9
Mobile Reports 13
MyAssistant 13
ODBC 13
Payroll (Australia) 14
Payroll (Canada) 14
Payroll (United States) 15
Project Management 16
Property Management 16
Purchasing 16
Remote Time Entry 16
Report Designer and Reporting 16
Sage System Verifier 16
Security Administration 17
Server Migration 17
Service Management 17
SQL Replicator 17
System Administrator 19
Contents
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page iv
Release OverviewAbout this documentThis document contains information about the current release of Sage 300 Construction and Real Estate.Each Sage 300 Construction and Real Estate application is described in a separate section, whichincludes information about new features and enhancements for the release, resolved issues, and knownissues. If you use integrated products, see page 4 before installing this version.
In addition to reading this document, read the supporting documentation before you install. See“Supporting documentation” (the next section).
About this releaseVersion 20.1 of Sage 300 Construction and Real Estate includes enhancements and resolved issues tothe applications and areas listed in the following table.
Application/area Page
Installation Enhancements and resolved issues; seepage 5
General Resolved issues; see page 6
Inquiry Resolved issues; see page 8
Inventory Resolved issues; see page 8
Job Cost Resolved issues; see page 8
Payroll (Canada) Resolved issues; see page 14
Payroll (United States) Resolved issues; see page 15
Purchasing Resolved issues; see page 16
ServiceManagement Resolved issues; see page 17
SQL Replicator Enhancements and resolved issues; seepage 17
System Administrator Enhancements; see page 19.
You can also view the Release Highlights video to learnmore about the changes in version 20.1.
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 1
Support and Assistance
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 2
Note: When you install this version of the software, Sage 300 Construction and Real Estateautomatically accesses the licenses for the various applications for which your company is entitled.Before you install, we recommend that you review the number of uses your company has purchasedfor each application by logging onto the Sage Customer Portal; see Knowledgebase article 87017 formore information. You will also need to know yourRegistration Name and 10-digit Sage Client ID.
Support and AssistanceSupporting documentationIn addition to reading this document, read the following supporting documentation before you install:
n The Important document contains critical and late-breaking topics.
n The Installation Checklist contains a brief description of the steps involved in upgrading your software.
n TheUser's Guide contains installation steps for Sage 300 Construction and Real Estate and SageEstimating.
n TheSage SQLReplicator Setup Guide contains information for setting up Sage SQLReplicator.
n TheSage Construction Central Setup Guide contains information for setting up Sage ConstructionCentral (where selected employees can access Mobile Reports andMobile Dashboard).
You can also access a complete library of product documents.
Online helpEach Sage 300 Construction and Real Estate application includes online help, which provides informationabout procedures as well as items in the windows.
To access the help in the software:
l In a window, click the [Help] button, click (the Help button), or press F1 to display the helptopic for that window.
l In an application, select Help > Help Topics.
l In the Desktop, select Help > Application Help, and then choose the desired application.
To aid you in finding information, the online help for each application includes the following tabs:
l Contents tab with an outline of the help with links to the help topics.
l Index tab with keywords that link to help topics related to that keyword.
l Search tab, where you can type text and click [Search] to locate that text in the help topics.
Installation
TrainingSage University offers live and recorded online training sessions to help you get themost out of yoursoftware. To access Sage University, either:
l From an application, select Help > Web Resources > Sage University.
l From Desktop, select Tasks > Sage 300 Construction and Real Estate > Web Resources >Sage University.
l From your browser, visit http://www.sageu.com/Sage300CRE.
Contact your business partner for local training.
Technical assistanceWhen you needmore assistance, you can search Sage Knowledgebase for technical articles, chat onlinewith a Sage expert, visit Sage City to join interactive community discussions, or contact your SageBusiness Partner.
InstallationBefore you install this version, review the Install Sage 300 Construction and Real Estate chapter in theUser's Guide, which provides step-by-step instructions.
If you use integrated products, see page 4 before installing this version.
Beginning with 17.1 Rev 5, you no longer enter activation codes when you install. Sage 300 Constructionand Real Estate automatically accesses the licenses for the various applications for which your companyis entitled. Before you install, we recommend that you review the number of uses your company haspurchased for each application by logging onto the Sage Customer Portal; see Knowledgebase article87017 for more information. If you need to purchase additional uses, contact your authorized Sagebusiness partner or your Sage customer account manager at 1-800-858-7095 (or [email protected]). You can use the new License Administrator tool to manage these licenses.
The installer detects old operating systems (includingWindows XP, Windows Vista, WindowsServer 2003, andWindows Server 2008 R1) and will prevent the installation of Sage 300 Construction andReal Estate. For a complete list of supported operating systems, see the System Requirements article inthe Sage Knowledgebase.
Important! If you want to run the new SQLReplicator tool (which is needed to runmobileapplications), use the Sage Universal SQL Installer (to install an instance of the SQL database to holdyour data) and run theSageSQLReplicator.exe file. For information about installing and using SQLReplicator, see theSage SQLReplicator Setup Guide.
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 3
Installation
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 4
Tip: If you have a large number of workstations, you can now use a script to silently install thesoftware on client workstations. For more information, see Knowledgebase article KB 83952.
Note: If you are planning to run Sage 300 Construction and Real Estate on new hardware, use theServer Migration tool. See chapter 3 of theUser's Guide for instructions.
Installation pathsIf you are on Sage 300 Construction and Real Estate (Accounting) version 18.1, 18.2, or 18.3, or 18.4, youcan upgrade directly to version 20.1.
If you are on version 16.1 or 17.1, we recommend that you upgrade to 18.4 before upgrading toversion 20.1:
1 Back up your data, upgrade to 18.4, and upgrade your data (including Inventory, Purchasing, andServiceManagement data).
2 Back up your data again and upgrade to version 20.1.
Note: If you are on a version that is earlier than 16.1, we recommend that you contact your BusinessPartner or Sage Expert Services for assistance.
Integrated productsImportant! If you use third-party products that integrate with Sage 300 Construction and Real Estate,check with your software vendor prior to upgrading to ensure their product is fully compatible with thisrelease. We do not support rolling Sage 300 Construction and Real Estate back to a previous versionand do not recommend it.
Sage Estimating
If you also use Sage Estimating (SQL) on the samemachines, youmay need to upgrade to a compatibleversion. You can use Estimating 18.12, 19.11, or 19.12 with Sage 300 Construction and Real Estateversion 18.2 and higher. These versions use Crystal Reports runtime SP22 for running Crystal reports.
For more information, see theCompatible versions section inChapter 1 of theUser's Guide.
Note: There is no version of Sage Estimating (Pervasive) that is compatible with Sage 300Construction and Real Estate version 20.1.
Database changes
Sage Document Management
Document Management was retired on December 31, 2019; see Knowledgebase article 91616 for moreinformation about the retirement.
You can still run Document Management in a standalone environment; see Knowledgebase article 91608for more information. DO NOT install Sage 300 Construction and Real Estate Accounting version 20.1 onthe samemachine as Document Management.
Enhancements and resolved issues in 20.1n The names of the Accounting zip file and folder now show the full version number instead of the Revnumber tomake it easier to track which version the file installs.
n A silent install (using a script to silently install the software on client workstations) now removes twoadditional old files so the new files are correctly installed.
Database changesAs with any release, database changes in Sage 300 Construction and Real Estate applications may affectyour custom report designs or custom third-party applications. Contact your authorized business partner todiscuss any issues relating to custom reports or third-party applications.
To view fields contained in new records:
n In Report Designer, view the Available Fields report (by selecting Tools > Available Fields).
n In Crystal Reports Designer, open an existing report, specify the data source location, add new ormodified records, and view the fields through Field Explorer. For more information about this procedure,refer to theCrystal Reports chapter of theUser's Guide.
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 5
General Topics
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General TopicsResolved issues in 20.1When your system cannot communicate with the Sage entitlement server and you see amessage aboutexpiring licenses, themessage now includes instructions about using License Administrator to fix theissue. (This was also fixed in 18.4 Update 4.)
Accounts PayableThere were nomajor updates to Accounts Payable for this release.
Accounts ReceivableThere were nomajor updates to Accounts Receivable for this release.
Address BookThere were nomajor updates to Address Book for this release.
BillingThere were nomajor updates to Billing for this release.
Cash ManagementThere were nomajor updates to CashManagement for this release.
Contracts
ContractsThere were nomajor updates to Contracts for this release.
DesktopThere were nomajor updates to Desktop for this release.
Equipment CostThere were nomajor updates to Equipment Cost for this release.
Financial StatementsThere were nomajor updates to Financial Statements for this release.
General LedgerThere were nomajor updates to General Ledger for this release.
Information AssistantThere were nomajor updates to Information Assistant for this release.
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 7
Inquiry
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InquiryThis release includes the following resolved issue for Inquiry.
Resolved issue in 20.1When you export an inquiry, you can now select the location where the file is saved.
InventoryThis release includes the following resolved issues for Inventory.
Resolved issues in 20.1n The extended cost on imported stock issues is now correctly calculated, even when the stock issue hada negative quantity on hand. (This was also fixed in 18.4 Update 4.)
n If you do not have Project Management, you no longer see an error message when you quick add a jobto an order in Purchasing or Inventory. (This was also fixed in 18.4 Update 4.)
Job CostThis release includes the following resolved issue for Job Cost.
Resolved issues in 20.1If theAllow entry in GL check box is selected for any accounts in theGeneral Ledger Account Setupwindow, Job Cost no longer closes unexpectedly when selecting General Ledger accounts in the JobSetupwindow. (This was also fixed in 18.4 Update 3.)
License Administration
License AdministrationThe License Administration tool was new for Sage 300 Construction and Real Estate Version 17.1.Use this tool to track and assign licenses for your Sage 300 Construction and Real Estate applications.
To access the tool (on the server), select theSage Administration program group, and then selectLicense Administration.
l Use the Licenses tab to view and allocate the total uses for each application.
l If your company purchased licenses for theMobile Dashboard application (described on page 9) ortheMobile Reports application (described on page 13), assign these licenses to employees on theMobile Licenses tab.
Tip: For information about using License Administration, see the online help by clicking (the Helpbutton) in the upper-right corner of the window.
Mobile DashboardTheMobile Dashboard application was new for Sage 300 Construction and Real Estate version 18.1. Withthis application, selected employees can use amobile device or computer to view dashboards anddashboard reports with visual information about the state of your company. Those employees who haveDashboard Designer licenses can also import, create, and edit dashboard reports as well as create andedit dashboards. Dashboard reports contain one or more report parts, such as charts or grids with the data.See the Introduction toMobile Dashboard video for more information.
To access Mobile Dashboards, your employees use a browser to log into the Sage Construction Centralwebsite, select Intelligence in themenu on the left, and then select Dashboards.
Sage provides a variety of dashboard reports that you can import and use for your dashboards; see thefollowing table for descriptions. TheSage Construction Central Setup Guide also provides informationabout importing the Sage dashboard reports and creating dashboards. You can also select Support >Help in the upper-right corner of theMobile Dashboard page to view the online help.
Note: Mobile Dashboards uses your company data stored in the SQL database. Youmust use theSQL Replicator to copy the data stored in the Actian Pervasive database and replicate it into a SQLdatabase. See page 17 for information about the SQLReplicator.
When you purchaseMobile Dashboard, a subscription to theMicrosoft Azure Active Directory (AAD) isincluded. AAD provides a secure connection from your mobile device to your Sage 300 Construction andReal Estate data. You will receive an email with instructions to set up AAD andMobile Dashboard. Forinformation about setting up ADD, using License Administration to assign theMobile Dashboard licensesto employees, and using Security Administration to control security for mobile, see theSage ConstructionCentral Setup Guide.
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 9
Mobile Dashboard
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 10
For information about purchasingMobile Dashboard, contact your authorized Sage business partner oryour Sage customer account manager at 1-800-858-7095 (or email [email protected]).
Sage dashboard reportsYou can import the following Sage dashboard reports to use for creating your dashboards as well as yourown dashboard reports. You can also import custom dashboard reports, such as those created by aconsultant.
Report Description
AP
AccountsPayableSummary
This report shows the amounts owed each of your vendors. A donut chart shows theopen amounts by month and by vendor. A line chart shows themonthly amounts byamount type for all vendors. A bar chart shows the top 10 vendors (ranked by openinvoice amount) and their amounts owed. A grid shows the vendor, amount paid, invoicebalance, open retainage amount, and net amount owed. You can click a vendor to drilldown and view open invoice details.
AP Aging -VendorDetail
This report shows details about the invoice amounts owed your vendors in each agingperiod. A column chart shows the amount in each aging period. A grid for each vendorshows details about the open invoices, including the invoice number, invoice date,accounting date, invoice amount, and remaining retainage payable. You can filter thechart and grid by vendor.*
AP Aging -VendorSummary
This report shows the amounts owed each of your vendors in each aging period. A donutchart shows the open amount by aging period and by vendor. A column chart shows theamounts owed all vendors by aging period. A grid shows the vendor, open amount, openretainage amount, average days open, and amounts in each aging period. You can click avendor to drill down and view invoice aging details.
AP OpenInvoiceDetail
This report shows details about unpaid vendor invoices. A donut chart shows the openamounts by month and by vendor. A line chart shows themonthly amounts by type for allvendors. A grid for each vendor shows the invoice date, invoice number, amount paid,invoice balance, open retainage, and net amount owed. You can filter the chart and gridby vendor.*
AR
AR Aging-CustomerDetail
This report shows the amounts due from your customers in each aging period. A columnchart and pie chart show the amounts due by aging period. A grid for each customershows the invoice date, invoice number, and open invoice amounts in each aging period.
Mobile Dashboard
Report Description
CM
BankBalances
This report shows the current bank account balance (as posted in CashManagement) foreach of your company’s bank accounts.
JC
Cost CodeBreakdown
This report has a grid for each job showing the cost code breakdown, including theoriginal estimate, approved estimate changes, revised estimate, costs to date, variancebetween the estimate and the cost to date, and percent completed (based on the costscompared to the revised estimate).
Cost TypeSummary
This report shows summary job cost information by cost type. A column chart shows theamounts for each cost type. A grid shows the jobs and the amounts (and% of total) foreach cost type as well as the total job-to-date costs.
Job CostSummary
This report shows summary information about job costs after you select the filters (cutoffdate and job not completed as of date).* The grid shows the revised contract andestimate amounts, committed costs, cost, billed amount, billed-cost difference, profit,and profit margin.
Job CostProfitability
This report helps analyze the profitability of a job by showing if the job is more or lessprofitable at the current stage of the job in comparison to the start of the job. This gridincludes columns for Job and Description, Status, Original Contract, Original Estimate,Original Profit, Potential Price, Revised Contract, Potential Estimate, Revised Estimate,JTD Cost, Percent Complete, Cost at Complete, Profit Margin, and Profit Variance.(Available in version 18.2)
PM
LeasingSummary
After you select the as of date and type the square footage type filters*, this report showsthe occupancy. A bar chart shows the percent leased by property. A form shows theoverall leased area, total area, and percent leased, as well as the number of new leases,renewals, and terminations. A grid shows this information by property.
PM Aging -LeaseDetail
After you select the aging basis and aging date filters*, this report has an expandable gridfor each property showing the amounts due for each unit in each aging period.
PM AgingSummaryby Lease
After you select the aging basis and aging date filters*, this report has an expandable gridfor each lease showing the amounts due in each aging period. A column chart shows theopen amount by charge type. You can click a column to drill down and view thecomponents of that charge type.
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Mobile Dashboard
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 12
Report Description
PM AgingSummaryby Property
After you select the aging basis and aging date filters*, this report shows aging amountsby property. Two column charts show the stacked and unstacked aging amounts foreach property. A grid shows the amounts due by property in each aging period. You canclick a property to drill down and view lease aging details.
PropertyOccupancy
This report shows the occupancy percentage for each of your properties. A line chartshows the total monthly occupancy for all property square footage types. You can filterby property or range of months. An expandable grid shows the occupancy for each year,property, type, andmonth. A grid for a property shows the average occupancy by yearand type.
* After you select a filter, click [Update Results]. If you type text for a filter, press Enter and then click[Update Results].
Sage dashboardsSage provides two sample dashboards that you can import, which are described in the following table.
Dashboard Description
FinancialSummary
This dashboard provides an overview of current posted data for CM, AP, AR, and JC:
l A grid of the CashManagement bank balances
l A line chart of the Accounts Payable Open, Invoiced, Paid, and Retainagebalances eachmonth
l A column chart of the Accounts Receivable balances by aging period
l A grid of up-to-date job profitability information for each job—comparingoriginal and revised contract amounts, estimated and actual costs, percentcomplete, projected profit, and profit margin
ProjectSummary
This dashboard provides information about current jobs:
l A bar chart of the open Accounts Receivable amounts by job
l A column chart comparing the total estimated labor amount to the total job-to-date labor cost for all jobs in progress
l A grid of up-to-date job profitability information for each job—comparingoriginal and revised contract amounts, estimated and actual costs, percentcomplete, projected profit, and profit margin
Mobile Reports
Mobile ReportsTheMobile Reports application was new for Sage 300 Construction and Real Estate Version 17.1 Rev 6.With this application, selected employees can generate and view Crystal Reports in the field using amobile device or computer. They can also send the reports through email. See the Introduction toMobileReports video for more information.
To access Mobile Reports, your employees use a browser to log into the Sage Construction Centralwebsite, select Intelligence in themenu on the left, and then selectMobile Reports.
When you purchaseMobile Reports, a subscription to theMicrosoft Azure Active Directory (AAD) isincluded. AAD provides a secure connection from your mobile device to your Sage 300 Construction andReal Estate data. You will receive an email with instructions to set up AAD andMobile Reports. Forinformation about setting up ADD, using License Administration to assign theMobile Reports licenses toemployees, and using Security Administration to control security for mobile, see theSage ConstructionCentral Setup Guide.
Note: Mobile Reports uses your company data stored in the SQL database. Youmust use theSQL Replicator to copy the data stored in the Actian Pervasive database and replicate it into a SQLdatabase. See page 17 for information about the SQLReplicator.
You can learnmore about Mobile Reports and the Sage Construction Central website throughcomplimentary online courses offered by Sage University.
For information about purchasingMobile Reports, contact your authorized Sage business partner or yourSage customer account manager at 1-800-858-7095 (or email [email protected]).
MyAssistantThere were nomajor updates toMyAssistant for this release.
ODBCThere were nomajor updates to ODBC for this release.
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 13
Payroll (Australia)
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 14
Payroll (Australia)Important! The sample cheque forms that comewith Sage 300 Construction and Real Estatemaynot be fully compliant with all federal and state laws and other requirements, which can differ from onejurisdiction to another. It is your responsibility to familiarize yourself with all applicable laws andrequirements, and tomodify your cheque forms as needed to ensure compliance.
There were nomajor updates to Australian Payroll for this release.
Payroll (Canada)Important! The sample cheque forms that comewith Sage 300 Construction and Real Estatemaynot be fully compliant with all federal and provincial laws and other requirements, which can differ fromone jurisdiction to another. It is your responsibility to familiarize yourself with all applicable laws andrequirements, and tomodify your cheque forms as needed to ensure compliance.
This release includes the following resolved issues for Canadian Payroll.
Resolved issues in 20.1n The year-to-date gross amount on a paycheck is now correctly calculated by adding the gross amount ofthe paycheck to the previous year-to-date gross amount. (This was also fixed in 18.4 Update 1.)
n You can now view your company's historical tax filings in Aatrix.
n When Aatrix introduces a new form type, you no longer see an error message. You can continue printingfrom Aatrix. (This was also fixed in 18.4 Update 4.)
Payroll (United States)
Payroll (United States)Important! The sample check forms that comewith Sage 300 Construction and Real Estatemay notbe fully compliant with all federal, state, and local laws and other requirements, which can differ fromone jurisdiction to another. It is your responsibility to familiarize yourself with all applicable laws andrequirements, and tomodify your check forms as needed to ensure compliance.
This release includes the following resolved issue for U. S. Payroll.
Resolved issues in 20.1n The year-to-date gross amount on a paycheck is now correctly calculated by adding the gross amount ofthe paycheck to the previous year-to-date gross amount. (This was also fixed in 18.4 Update 1.)
n Employer State Unemployment Insurance taxes no longer calculate over the wage limit, even when theemployer portion of the tax has a different limit than the employee portion, when the employees work inmultiple states with SUI taxes, or when the employees work in states with both State UnemploymentInsurance and Paid Family Leave (PFL) taxes. (This was also fixed in 18.4 Update 4.)
n For employees who use the new W-4 form (theUse W-4 amounts check box is selected), the federalwithholding amounts are now calculated correctly even in the following situations:
p The exemptions are set to zero. (This was also fixed in 18.4 Update 2.)
p There is aDependents amount. (This was also fixed in 18.4 Update 3.)
n For employees who use the new W-4 form (theUse W-4 amounts check box is selected) and live in astate that bases taxes on the new W-4 form, the state withholding amounts are now calculatedcorrectly. (This was also fixed in 18.4 Update 3.)
n When Aatrix introduces a new form type, you no longer see an error message. You can continue printingfrom Aatrix. (This was also fixed in 18.4 Update 4.)
n When you generate certain Department of Labor reports (such as theWashington Department of LaborCertified Payroll eFile Report or the California Department of Industrial Relations Certified Payrollreport), the hourly fringe rate is now correctly calculated when hours include both "certified" and "non-certified" hours.
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 15
Project Management
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Project ManagementThere were nomajor updates to Project Management for this release.
Property ManagementThere were nomajor updates to Property Management for this release.
PurchasingThis release includes the following resolved issue for Purchasing.
Resolved issues in 20.1If you do not have Project Management, you no longer see an error message when you quick add a job toan order in Purchasing or Inventory. (This was also fixed in 18.4 Update 4.)
Remote Time EntryThere were nomajor updates to Remote Time Entry for this release.
Report Designer and ReportingThere were nomajor updates to Report Designer for this release.
Sage System VerifierThere were nomajor updates to Sage System Verifier for this release.
Security Administration
Security AdministrationThere were nomajor updates to Security Administration for this release.
Server MigrationThere were nomajor updates to Server Migration for this release.
Service ManagementThis release includes the following resolved issue for ServiceManagement .
Resolved issues in 20.1You can now print the SM Service Site Contact Consumer Privacy Report (CR).rpt to a file or print it toSQL as well as preview or print the report on a printer.
SQL ReplicatorSage SQLReplicator 2.0 is an improved version of the replicator that was introduced with Sage 300Construction and Real Estate Version 17.1. Use the replicator to copy your Sage 300 Construction andReal Estate data stored in the Actian Pervasive database into a SQL database, which enables faster dataaccess for reports. The data is also available for mobile applications, such as SageMobile Dashboard,SageMobile Reports, Sage Field Operations, and Sage Construction Project Center.
You can specify that Crystal Reports on themenus use the SQL database (instead of the Pervasivedatabase) by selecting theUse SQL check box. When you access the data from SQL, reports generallyrun faster.
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 17
SQL Replicator
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 18
Important! Before you can run the SQLReplicator, use the Sage Universal SQL Installer to install aninstance of the SQL database to hold your data. Also install SQL Replicator 2.0 by downloading theSageSQLReplicator.exe file and running the installation on your Sage 300 Construction and RealEstate Accounting server.
If you used an earlier version of Sage SQL Replicator, follow the steps in Knowledgebase article104917 (Preparing your SQL data prior to upgrading to Replicator 2.0) before you install.
The size of the replicated data is larger than the original Pervasive data because replicator adds viewsand indexes the data. To determine if you can use SQL Server Express, add the size of the PVData,POIV Data, SM Data folders and themaster.qxm file together for each company. If the sum is greaterthan 6GB, you should use the full SQL Server version. See Knowledgebase article 85584 for moreinformation. To save space, you can configure replicator so that only certain tables are replicated.
To configure and start Replicator, use the System Administrator tool, which links to theConfigurationManagerwindow; see page 19 for more information.
The first full replicationmay take some time. Depending on its configuration, replicator may performadditional replications on a schedule or whenever your employees make changes to your company's dataso that the SQL database contains the updated data. The subsequent replications may be almostinstantaneous.
You can control security for SQLReplicator in Security Administration. If you set up new roles or makeother changes to security, click [Sync Security] on theReplicator Settings tab in theSystemAdministratorwindow so that the changes are also applied to the SQL database.
For more information about installing and configuring Replicator, see theSage SQLReplicator SetupGuide.
Note: Because Sage SQL Replicator now has a separate installer, future updates to the replicatorcan be installed without having to install a new version of Sage 300 Construction and Real Estate.
Resolved issues in 20.1n Within Replicator, local paths (not UNC paths) are now always used when comparing databases forchanges and determining table rows to be replicated.
n Equipment Cost specification custom fields are now replicated into SQL.
n The CM bank account ID is no longer encrypted by Sage SQLReplicator, so reports (such as the CMBank Account Balance Verification report) that use this field for linking can be run against the SQLdatabase.
n ServiceManagement history tables can now be replicated.
System Administrator
System AdministratorThis version includes an updated System Administrator tool, which was introduced in Version 17.1. It stillcontains theBackup andRestore tabs to use to perform a comprehensive backup of your company data(including the global folder, ServiceManagement, Purchasing, and Inventory data), plus the SQL data thatwas replicated as well as restore the data from the backup.
Each company database shown in the table on the updatedReplicator Settings tab now contains theConfigure button that you click to connect to the new Configuration Managerwindow, which you nowuse to configure and control SQLReplicator. See page 17 for more information about SQL Replicator.
Tip: For information about using System Administrator, see the online help by clicking (the Helpbutton) in the upper-right corner of the window.
To access the System Administrator tool (on the server), select theSage Administration program group(from theStartmenu), and then select System Administrator.
Sage 300 Construction and Real Estate Version 20.1 Release Notes Page 19
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