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Changing Company Name

Problem Details:

Company has changed its name. How to show this on Sage 300 ERP screens and printed documents?

Solution:

In order to update the Company Name in Sage 300 ERP follow these steps:

  1. Update the Company Name/Address Information in Common Services -> Company Profile.

  2. Update the Company Name/Address Information in PrintBoss Banks

    • Open PrintBoss: Start -> PB32 Program

    • Select Edit -> Bank List

    • Select and Bank from the List and click Edit Bank

    • On the Primary tab, edit the "Bank information normally printed on check" section

  3. Update the Company Name/Address Information on any custom forms it is hardcoded on

    • Check any customization directories (Administrative Services -> Customization directories) for custom reports

    • Open each custom form in Crystal Reports (if you don't have Crystal or don't know how to edit reports yourself, please contact a Consultant or Technician for assistance) and edit any addresses that are typed onto the screen instead of pulled from the database.

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