Manage Personal Information Disclosure in Sage 300

Summary

Use Sage 300 features to help manage requests related to personal information disclosure. Sage 300 provides tools to store, report, and export customer information.

Cause

The California Consumer Privacy Act (CCPA) became effective on January 1, 2020.

The law protects the personal information of California consumers. The law applies to qualifying for-profit businesses that collect, purchase, or sell personal information.

The law can affect businesses outside California.

For more information, visit Sage's CCPA homepage.

Resolution

How do I track the type of disclosure a customer is requiring? 

Your company is responsible for this. Use optional fields to record disclosure requirements in customer records:

  1. Open Common Services, and select Optional Fields.
  2. Enter a Code, Description, and Type.
  3. Click Add.
  4. Open Accounts Receivable, A/R Setup, and select Optional Fields.
  5. In the dropdown, select Customers, National Accounts, and Customer Groups.
  6. Click inside the grid, and press the Insert key.
  7. Select the optional field you created.
  8. Click Save.

How do I create a disclosure report of stored personal information?

Your company creates and maintains disclosure reports for stored personal information.

Sage 300 stores information in standard customer fields and optional fields. Your company determines which fields contain personal information.

For example, you can review customer contacts, addresses, and email addresses through Accounts Receivable, A/R Customer Reports, then Customers.

How do I create a disclosure report of sold personal information?

Your company is responsible for this reporting. Sage 300 doesn’t track the sale of information.

Can I save disclosure reports as electronic files?

Yes. You can save reports and custom reports (created with Crystal Reports or Sage Intelligence) as electronic files:

  1. Open the report window.
  2. Click Export.
  3. Select the Format and Destination.
  4. Click OK.
  5. Select the Location and enter a File Name.
  6. Click Save.

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Solution Properties

Solution ID
231113142820553
Last Modified Date
Wed Sep 23 14:51:59 UTC 2026
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