In more recent versions of Sage 300, the GL Integration defaults have changed. Put them back to the way they were previously (more significant data coming through the GL). It is so important since users can not go back and change previously posted data.
Example:
Previously the AP "Detail" sections (i.e. invoice, credit notes, adjustments, etc.) had default GL Integration fields as Vendor Number, Vendor Name and Description. Now it is Detail Description. I would believe a majority of the users would want to see Vendor Name, Vendor Number, Document Number, Detail Description in their expense GL Accounts. That was how the system was set previously.
Same with AR - default the "Detail" section with Document Number, Customer Number, Customer Name in either the Reference or Description
This can definitely be done manually, however it is very time consuming for the users, especially since they can't import it AND when they are busy with Go Live it can get missed (or the users don't see the importance until it's too late).
by: Mona K. | over a year ago | Financial Management
Comments
The real answer here is to make them able to be imported/exported
I asked for this years ago when the detailed integrations came out and I mentioned it to Stephen Smith, he was surprised that that screen didn't have the export\import function as it's just a simple screen, perhaps an oversight but it still hasn't been fixed. It's extremely irritating!!
Comment added: 3rd Feb 2017
There is still NO export/import function in Sage 300 2017. I wonder why third party modules are able to have such features but why not in Sage 300 2017.