Can I change a formatted ID without a Key Change?

You can change the first section of the formatted IDs listed below in Sage 300 CRE. Any other change to formatted IDs requires a Key Change.

Important: If you're using any third-party applications that interface with Sage 300 CRE, check with the program vendor before changing formats in your data.

Below is a list of some of the possible applications:

• Timberscan
• Builder MT
• Sage Paperless
• ProCore
• HH2

You can increase the length of only the first section of the following formatted IDs:

• AR Contact
• AR Customer
• CN Contract
• CN item
• EQ Cost Code
• EQ Equipment
• EQ Revenue Code
• JC Cost Code
• JC Job
• RT Cost Code
• RT Job

  Notes:

• • Any ID added with the new format in the data folder prints at the end of your reports
  • Most Sage 300 CRE reports sort from shortest to longest if you have varying lengths of IDs
  • To modify this sort order, you can customize your reports to sort numerically instead of by length

Other changes to formatted IDs are performed by Sage Expert Services (SES).

1. Download and fill out the attached Key Change Form.
   Attachment: KeyChangeForm.doc
2. Email the form to Sage Expert Services (SES)

Can I change the Cost Code ID format?

Can I change the Job ID format?

Can I change the Contract or Contract Item format?

How do I change the length of the first section of my Customer ID?