How to Print Letters or Labels in Sage 300 Accounts Payable


  1. Open Accounts Payable > A/P Vendor Reports > Letters / Labels.
  2. Fill in the fields on the screen, as follows:
    • Letter/Label. Select the option for the type of form you are printing.
    • Use Letter/Label. Select the name of the letter or label form to use.  If you are not sure of the name of the form, click Browse (or press Alt+B ), and then select the form from the list that appears.
    • Run Date. This is the date that appears on the forms.
    • Delivery Method. Specify how you want to send the letters to your vendors, as follows:
      • Print Destination Select this option to send the statements to the default print
        destination you selected on the company desktop.
      • Vendor Select this option to send the letters via the method specified in your vendor
        records for each vendor.
    • Message ID. This field appears when you select Vendor for the Delivery Method. Select
      the code for the message you want to send with e-mailed letters.
    • Select By. Specify up to four selection criteria to select the vendor accounts for which to
      print letters or labels.  For the first selection, choose from Vendor Number, Vendor Group, and Short Name.  For the remaining three selection criteria choose from the above options, plus Account Set, Vendor Balance, Vendor Equivalent Balance (multicurrency ledgers only), Vendor Name, Currency Code (multicurrency ledgers only), Start Date, and vendor optional fields, if any.
      • Note: If you do not specify selection criteria, letters or labels are printed for all vendor records that meet the other criteria you select in this screen. (For example, the program does not print letters or labels for vendor accounts with zero balances unless you select the Include Vendors With A Zero Balance option.)
    • Sort By. Specify up to four orders by which to list (sort) records for the letters or labels.  You can choose from Vendor Group, Account Set, Currency Code (multicurrency ledgers
      only), Vendor Balance, Vendor Equivalent Balance (multicurrency ledgers only), Vendor Name, Short Name, Start Date, and Currency Code.
      • Note: If you do not specify sorting criteria, the report orders the letters or labels by
        vendor number.
    • Include Vendors with a Zero Balance. Select this option if you want to print letters or labels for vendor accounts with zero balances (as of the cutoff date).
  3. To print a test letter or sheet of labels to check the alignment of the letterhead or labels in your printer, click the Align button.  You can repeat this step as often as you need to when the printing destination is Printer.
  4. Click Print.
    • If you are printing to a physical printer, the Print window appears. Confirm your printer
      selection and the number of copies to print, and then click OK. Otherwise, click Cancel or Setup.
    • If you are printing to the screen (preview), the report appears in a new window. You can print the report or export it to a file.
      • Note: For Web-based clients, the preview screen appears first when you click the Print button.
    • If you are printing to a file, the Export window appears. Specify the file format (for example, PDF, DOC, or XLS). Also, specify a destination for the file:
      • Application. View the report in an application that can open files of the specified
        format (for example, if you specify PDF as the file format, the report opens in Adobe
        Acrobat). You can then save the file.
      • Disk file. Save the report to a location you specify.
      • Microsoft Mail. Send the report as an e-mail attachment.  You can enter the name of a non-existent file or directory to be created by the system
        when you print. When you print to a file, the report is assigned a unique name, for
        example, CS1000.TXT.
    • If you are printing to e-mail, an e-mail message appears with the report attached.