In Sage 300 ERP user can add or edit any number of comments to the particular customer record and can also define the comments according to Customer Type defined on Totals tab on A/R Customers screen.

New Stuff: Account Receivable – Creating Summary Invoice in Sage 300

These comments could be user specific. User can also specify some fields like Date Entered, Expiration Date and Follow-up date for comments.
Sometimes, users don’t wish to specify the Comment Type while entering the comments.In order to achieve this, Sage 300 ERP has provided the option of “Allow blank Comment Type”.

To use this feature user needs follow the below path to use this option A/R Options –> Processing tab –> Allow Blank Comment Type

If this option is kept checked then user can save the comments without entering the Comment Type.

If this option is unchecked and user try to save the comment without entering the comment type then user will get following error:

User can see the comments and its comment type in the Customer reports.

 
Hence, this feature allows user to keep comment type blank.

Also Read:
1. Update long Comments in AR Invoice entry screen in Sage 300 ERP
2. Payment Follow-up in Sage 300 ERP
3. Use Item Comment as Default – AR Setup Options
4. Add Comments in AR Aged Trial Balance Report

In our previous blog Order Entry Transaction flow in Sage 300 ERP, we have discussed about sales flow in Sage 300 ERP. In that blog, we have an overview on Creating O/E Entry, O/E shipment Entry and O/E Invoice Entry by Single Transaction.

New Stuff: A/R Options — Allow Blank Comment Type

Many times the order entry date is different than the shipment date and invoice date. In this blog, we will discuss about how Sage 300 ERP allows you to create O/E Order, O/E Shipment and O/E Invoice by single transaction with user defined Document Number, Document Date and Posting Date of O/E Shipment and O/E Invoice from the order entry screen in details.

1. Change Shipment Number, Shipment Date and Shipment Posting Date from Order Entry Screen

While creating the order entry, when you changed the Qty. Shipped field [Refer below screen shot] manually or by clicking the Ship All Button on the order entry screen, Sage 300 enables the checkbox named “Create Invoice”.

At the same time, the Sage 300 ERP also shows the “Shipment No.”, “Shipment Date” and “Shipment Posting Date” fields on the “Totals” tab.

You can change the Shipment Number, Shipment Date and Shipment Posting Date using these fields.

Shipment No.
You can change the value of the “Shipment No.” manually. If you have changed the “Shipment No.” field and post the order entry, then Sage 300 ERP automatically creates the shipment with the same Shipment Number as mentioned in this field. Otherwise the shipment is created with the auto-generated number.

Shipment Date.
This field shows Session Date as default date. You can change this date manually. This date appears as the Shipment Date on the O/E Shipment Entry.

Posting Date.
Depending on your settings on the O/E Options screen, this field automatically displays either the current session date or the document date. You can also change the Posting Date manually. This date appears as the Posting Date on Shipment.

2. Change Invoice Number, Invoice Date and Invoice Posting Date from Order Entry Screen
You can checked the “Create Invoice” checkbox to create an invoice when you post the transaction and additional fields appear on the Totals tab, allowing user to enter an invoice number and an invoice date as shown below:

The additional fields which appear on the “Totals” tab as shown in the above screenshot is shown as below:

Invoice No.
This field displays the invoice number assigned when you post an invoice for the shipment. This field is blank until you invoice the shipment.

Invoice Date
By default, this field displays the current session date, but you can enter another date. This date appears as the invoice date on the invoice, and is the date that is used for document aging.

Invoice Posting Date
Depending on your settings on the O/E Options screen, this field automatically displays either the current session date or the document date. You can enter another date, but you cannot change the fiscal year and period separately.

This is how you can create the O/E Order, O/E Shipment and O/E Invoice by single transaction with user defined Document Number, Document Date and Posting Date of O/E Shipment and O/E Invoice from the order entry screen.

Also Read:
1. Default Create OE Invoice in Sage 300 ERP
2. Create Invoice directly from Shipment Entry
3. How to send Emails from OE invoice to customer via Sage 300 ERP
4. Item description in Order Entry Screen defaulting to blank in Sage 300 ERP
5. Customer Wise Item filter on Order Entry screen in Sage 300 ERP

In our previous blog we discussed about “Allow Edit in Statistics in Sage 300 ERP”. Extending the discussion further we will now see how to Include Tax in Statistics for Customer National Account and Group Statistics under AR Options.

New Stuff: Change Document Number, Document Date and Posting Date of OE Shipment and OE Invoice before creating it from Order Entry Screen

In order to access this feature you need to navigate to Account Receivable –>  A/R Setup –> Options –> Processing Tab. Kindly refer the screenshot for the same.

1. If User Uncheck the option “Include Tax in Statistics” in AR Options screen under processing Tab, then Tax statistics for the transactions that are posted will not be included in the totals.

Before Transaction:
Customers

Above screen shows Customer “1100” mapped with National Account No “BARMART” and Group code “WHL”

Above screen shows the statistics of Customer “1100” before posting a transaction say Invoice with “Include Tax in Statistics”unchecked in AR options.

Invoice transaction

Above screen shows an Invoice is posted for Customer “1100” for Document Amount:117 and Taxes:9.65 which makes Amount Due 126.65

After Transaction

Customer

Above screen shows the statistics for customer “1100” after posting a transaction say Invoice for Document Amount of 117 as “Include Tax in Statistics” is unchecked in AR options.

On Comparing before transaction and after transaction for Customer “1100” the Amount sold displayed is 117 that is Document Amount of the Invoice is included in the Item sales History report as well as the statistics displayed in the Items Screen. This is observed as the “Include Tax in Statistics” option is unchecked under AR options.

2. If User checks the option “Include Tax in Statistics” in AR Options screen under processing Tab, then Tax statistics for the transactions that are posted will be included in the totals.

Before Transaction

Customer

Above screen shows the statistics for customer “1100” after posting a transaction say Invoice for Document Amount of 117 as “Include Tax in Statistics” is checked in AR options.

Invoice Transaction:

Above screen shows an Invoice is posted for Item No. “BK-360” for Document Amount:117 and Taxes:9.65 which makes Amount Due 126.65.

After Transaction:

Customer

On Comparing before transaction and after transaction for Customer “1100” the Amount Due of 126.65 which is Sum of Document total and Taxes; is added to amount sales number of 234 as we have kept “Include Tax in Statistics” option is checked under AR options.

This is how one can keep a track of the Include Tax in Statistics for a record

Also Read:

1. Optional to maintain Statistics for Customer, National Account and Group in Sage 300 ERP
2. Knowing Pending Transaction In AR Customer Inquiry
3. Allow Backorder Quantities in AR Customers in Sage 300 ERP
4. AR Customers-OE Sales Inquiry
5. AR Customers-OE Invoice Inquiry

General ledger is one of the primary component of accounting. Hence G/L Integration is a crucial activity as it enables to keep a control over all the transactions of any enterprise. All the transactions flows from various modules to the General ledger. Sage 300 ERP enables the administrator to configure the G/L transaction settings.

The administrator can create batches in G/L with three options

• Adding to an Existing Batch.  Choose this option if you want to add new general ledger transactions to the existing batches.

• Creating a New Batch.  Choose this option if you want to produce a new general ledger batch each time you create general ledger transactions.

• Creating and Posting a New Batch.  Choose this option if you want to create and automatically post a new general batch when you create general ledger transactions.

New Stuff: AR Options — Customer National Account and Group Statistics — Include Tax in Statistics in Sage 300 ERP

In the case when we choose “CREATE G/L TRANSACTION BY” Adding to an Existing Batch

Then we make two entries from AP Invoice, and we can see two distinct entries in the A/R batch list.

And as the option selected as “adding to an existing batch”, the entries are grouped into one G/L batch in the G/L batch list.

As in the below screenshot, we can see the number of entries are two in one single batch.Thus all the entries can be added into a single batch and it reduces the work of the approver who has to post the batches. This option is suitable where strict control is not required and where the staff is efficient and does not require cross verification of work.

Also Read:
1.Create GL Batch Option in Sage 300 ERP
2.General Ledger (GL) Accounts Distribution in Sage 300 ERP
3.Create GL Accounts Feature in Sage 300 ERP
4.GL Batch Creation in two databases simultaneously
5.AP-GL Integration

In our previous blog, we had discussed about PO Posting Journal Report from Purchase Order module. Going further, in this blog post we will discuss about OE Posting Journal report under Orders Entry reports.

OE Posting Journals report contain the item wise detail records as per GL transactions, which arise from transactions in Sales order like order, shipment & invoices.

To print this report, navigate to:

Order Entry–>OE Reports–>Posting Journals Report

This report is used to print transactions like shipment, invoices & credit/debit notes at a time. You can print report sort by day end, transaction date, customer number & shipment number etc.

Once any OE sales order transactions is posted, you need to run Day End Processing before printing this report. We have multiple selections in UI, refer below screenshot:-

New Stuff: Creating G/L transaction by “Adding to an Existing Batch” in G/L

You can also print the report with various ranges as ‘From Day End Number’ & ‘To Day End number’. In the above screen you have to select any one of posting journals type with the help of the radio button, here we have selected shipment. Also we have multiple options to add the extra details in report such as include sales splits, tax summary, optional fields, serial & lot number & job details if any. If transactions had this information & you select the checkbox, and then you can view these details in report as per the selected option in UI.

The report will display the item wise details with sort by customer including shipment details, order details, GL account effect for that shipment, also find credit & debit amount. Refer below screenshot:-

In posting journal report you can also see the credit & debit amounts in source as well as in the functional currency. If you use multicurrency accounting then, posting journal report displays some additional information like currency, exchange rate, transaction total in source & functional currency etc. In above report you had select checkbox as include tax summary so you can view the tax summary details in report.

Also Read:
1.Sales Order Action Report in Sage 300 ERP
2.Item Sales Information Report in Sage 300 ERP
3.Sales History Report in Sage 300 ERP
4.Order Entry Reports in Sage 300 ERP
5.Order Entry Transaction flow in Sage 300 ERP

G/L Integration is a crucial activity as it helps to keep a control over all the transactions of an enterprise. All the transactions flows from various modules to the General ledger. Sage 300 enables the administrator to configure the G/L transaction settings.

Creating a New Batch.  Choose this option if you want to produce a new general ledger batch each time you create general ledger transactions.

New Stuff: OE Posting Journals Report in Sage 300

In the case when we choose “CREATE G/L TRANSACTION BY”, it creates a New Batch

Let’s see how it work with entries from AP invoicing, as shown below.

Now since we had selected the option of “create a new batch”, we can see the two distinct batches in the G/L which are to be posted.

As you can see, two distinct entries which were posted from A/P invoice and two distinct batches that are created in the G/L batch list. This option helps the managers to keep a close eye on each transaction; all the transactions will form a new batch.

Hence by configuring the system like this you can implement Maker/Checker process easily.

Also Read:
1. Creating G/L transaction by “Adding to an Existing Batch” in G/L
2. AP-GL Integration
3. Create GL Batch Option in Sage 300 ERP
4. Migrate GL Transactions from Sage Business Works to Sage 300 ERP
5. Migrate GL Transactions From Sage PRO ERP To Sage 300 ERP

GUMU ^TM for Sage Business Vision ERP to Sage 300 ERP is a Sage certified Migration solution. Greytrix is a pioneer providing Migration services at its Sage Migration Centre and catering end-users business requirements.

We at Greytrix help the end –user in implementing new Sage 300 ERP system through our various successful migration and integration solutions.

In this blog we will discuss about how Item’s On Hand Quantity from Sage Business Vision are migrated to Sage 300 ERP (Formerly known as Accpac) using GUMU ^TM.

New Stuff: Migrate Customer Memos (Notes) from Sage Business Vision ERP to Sage 300 ERP

Below is a screenshot of an Item in Sage Business Vision ERP

Check the highlighted On-hand qty. in Sage Business Vision (110.00).

GUMU ^TM creates a receipt entry in Sage 300 ERP to convert the quantity on hand values of all items as shown below.

After the conversion, you can view the quantity on hand values of all items location wise in Location Details screen.

Below is a screenshot of the converted Item On Hand in Sage 300 ERP

After data migration from Sage Business Vision the field values of Sage Business Vision Item screen gets converted with the following mapping in Sage 300 ERP Item Location screen:

In this way, Item’s On Hand Quantity from Sage Business Vision is migrated into target Sage 300 ERP company database. For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:

1) Migrate Sales Order from Sage 50 (US) to Sage 300 ERP
2) Migrate Sales Person from Sage 50 (CAD) to Sage 300 ERP
3) Migrate Items from Sage 50 (CAD) to Sage 300 ERP
4) Migrate GL Accounts Transactions from Sage 50 US to Sage 300 ERP
5) Migrate Purchase Orders from Sage 50 (US) to Sage 300 ERP

We have learned in our earlier blog how to add additional costs like freight, handling charges in case of material vendor & Additional cost vendor

As we all know that there are 2 types of additional costs; which we are going to learn in detail in this blog

A) Material Vendor: – While doing PO, we select a vendor which will be our material vendor from whom we purchase the material.

B) Additional cost vendor: – In case of additional cost there are 2 scenarios.

1. Material vendor & additional cost vendor will be different.
2. One is material vendor and additional cost vendor will be same.

New Stuff: Migrate Item On Hand Quantity from Business Vision to Sage 300 ERP

Today we are going to focus on point number “b” in which material vendor and additional cost vendor are same as shown below.

As we can see above, the additional cost of the vendor & material vendor is same because of which, when we enter additional cost, the material tax will apply on that additional cost as highlighted above which actually is not require and it should be non taxable. So with the help of “cost/tax” option we can set the tax as non-taxable for the additional cost as shown below.

Now before posting the GRN we can see tax amount on additional cost is zero as shown below.

In this way the feature will help for additional cost.

Also Read:
1) GL Handling of Expensed Additional Cost – I
2) GL Handling of Expensed Additional Cost – II
3) Handling Additional Costs and its Variations in Sage 300 ERP
4) Adding Additional Costs to Inventory When They Are Not Know At Time of Receipt in Accpac
5) Landed cost in Sage 300 ERP

Sage 300 provides a good feature called GL consolidation, which will help to merge / Consolidate GL account and transaction information between the parent & Child company.

GL consolidation provides a feature which allows your organization to define the level of detail to consolidate GL account balance and provide the overall audit trail.

Let’s see how we can define and use GL consolidation feature in Sage 300 for multilevel company.

Step 1:- first we need to do GL Consolidation Export setup in Child Company.  For defining G/L Consolidation Export setup, navigate to G/L Consolidation à G/L Consolidation SetupàExport Setup

Here we need to define a process ID, which will specify GL data to export from Child Company.

Main Tab: – Main Tab will be used to select the option (accounts, transactions, account groups) to export data from Child Company.  For example if we only want to export transaction then we need to select transaction from below option.

New Stuff – G/L Integration for creating G/L transaction by (Creating a New Batch)

Transactions Tab: – If we have selected transactions option in main tab, then we need to define the export method (net changes, balances, transaction by posting sequence, and transaction by fiscal period) in transaction tab.

Criteria Tab: – If you have selected Budgets option in main tab, then use this criteria tab to specify the budget to be exported.

Currency Tab: – If your destination company is in Multicurrency, the we need to use currency tab.

Mapping Tab: – use this mapping tab to select mapping table (wherein we will define source and target GL account) to export transaction.

Step 2:-

After completion of GL consolidation Export setup, we need to Export balances from Source Company to import into Destination Company. For Exporting GL transaction data navigate to

G/L Consolidation à Export

Step 3:-

Now we need to consolidate all transaction from Source Company to Destination Company as per our mapping. To G/L Consol. Import navigate to destination company à GL consolidationà Import

And select the import option and the Year / period as mentioned in below screen.  Then after we need to select import file from browse button and click on import button

After this import process, system will create a G/L Journal entry of Consolidation, wherein it will consolidate source company GL account balance into destination company GL account.

Thus, by following the above mentioned steps we can merge/Consolidate GL account balances, net changes, Budgets from Source Company to Destination Company. Which will be majorly used in multilevel company.

Also Read:
1. Consolidation transaction type cannot be blank
2. How to fix when current entry is out of balance in GL
3. Create GL Batch Option in Sage 300 ERP
4. GL Batch Creation in two databases simultaneously
5. Restrictions and Security for GL Account

GUMU™ for Sage Business Vision to Sage 300 ERP is a Sage certified Migration solution. Greytrix provides migration services at its Sage Migration Centre and fulfils the business requirements.

In this blog you will get to know how GUMU™ migrates GL Transaction from Sage Business Vision ERP to Sage 300 ERP.

New Stuff: Migrate Item On Hand Quantity from Business Vision to Sage 300 ERP

To review GL Transaction in Sage Business Vision, refer the mentioned path:
Sage Business Vision –> General Ledger –> Details –> Balance tab

From Balance tab, double click on entry in Sage Business Vision ERP, below window gets opened and multiple transactions of selected Entry get displayed.

To view details of transaction, double click on any transaction then below window gets opened –

After migration from Sage Business Vision to Sage 300 ERP, we can check GL Transaction in Sage 300 ERP by following path:
Sage 300 ERP–> General Ledger –> GL Transactions –> Batch List
Here we can observe list of batches as shown in below shanpshot.

After double clicking on batch we can observe transactions and their details as shown in below snapshot –

Terms for both Sage Business Vision and Sage 300 ERP:

In this way, we can see a GL Transaction of source ERP (i.e. Sage Business Vision) and after conversion target ERP (Sage 300 ERP).
For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:
1) Migrate Sales Invoice from Sage Business Vision to Sage 300 ERP
2) Migrate Customer Notes from Sage Business Vision to Sage 300 ERP
3) Migrating Items from Sage Business Vision to Sage 300 ERP
4) Migrate Banks from Sage Business Vision to Sage 300 ERP
5) Migrate GL Transactions from Sage Business Works to Sage 300 ERP

GUMU™ for Sage BusinessWorks to Sage 300 ERP is a Sage certified Migration solution. Greytrix is a pioneer in providing Migration services at its Sage Migration Centre and catering end-users business requirements. Our GUMU™ migration utility is compatible to convert all Masters and Open transactions from Sage BusinessWorks to Sage 300 ERP.

We at Greytrix help the end – user in implementing new Sage 300 ERP system through our various successful migration and integration solutions.

In this blog we will discuss about how GUMU™ migrates Sage Business Works Payment Terms to Sage 300 ERP.

New Stuff: Migrate GL Transaction from Sage Business Vision to Sage 300 ERP.

You can view AR Payment terms in Sage BusinessWorks by referring below path.

Account Receivable (Module) –> Utilities –> Maintain Payment Terms.

Screenshots from Sage BusinessWorks of AR Payment Terms are as follows.

In Sage 300 ERP the AR Payment Terms are converted by GUMU™ as follows:

You can navigate through the below mentioned path to check migrated AR Payment Terms into Sage 300

Sage 300 ERP –> Account Receivable –> A/R Setup –> Terms

Below screenshot shows the Payment Term “03” assigned to Customer “CNCP” in Sage 300.

After data migration from Sage BusinessWorks to Sage 300 the field values of Sage BusinessWorks AR Payment Terms get converted with following mapping.

In this way, Sage BusinessWorks AR Payment terms are migrated into target Sage 300 ERP company database. For more information on ERP data migration, drop us a mail at erpmig@greytrixindia.com

Also Read:
1) Migrate GL Transaction from Sage Business Vision to Sage 300 ERP.
2) Migrate Item On Hand Quantity from Business Vision to Sage 300 ERP.
3) Migrate Sales Order Shipment from Sage Business Vision to Sage 300 ERP.
4) Migrating Custom Fields in Sage 300 ERP.
5) Migrate Credit Note from Sage Business Vision to Sage 300 ERP.

GUMU™ for Sage BusinessWorks to Sage 300 ERP is a Sage certified Migration solution. Greytrix is a pioneer in providing Migration services at its Sage Migration Center and catering end-user business requirements.

We at Greytrix are focused to help the end –user in successfully implementing the new Sage 300 ERP system through our various successful migration and integration solutions.

New Stuff: Migrating Custom Fields in Sage 300 ERP

In this blog, we shall explore upon the migration of Salesperson from Sage BusinessWorks to Sage 300 ERP. Let’s have a quick look at the below screen shot of BusinessWorks Sales Person screen.

Below is a screen shot of a Customer in BusinessWorks, assigned this salesperson.

After data migration from BusinessWorks the field values of BusinessWorks Sales Person gets converted with the following mapping:

After data migration to Sage 300 ERP, the converted Sales Person screen will look as below:

In Sage 300 Customer masters the salesperson is converted as follows.

In this way, Sage BusinessWorks Sales Salespersons are migrated into target Sage 300 ERP company database. For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:

1) Migrate GL Transactions from Sage Business Works to Sage 300 ERP
2) Migrate Customer Notes (Memos) and Comments from Sage Business Works to Sage 300 ERP
3) Migrate Customer from Sage BusinessWorks to Sage 300 ERP
4) Migration of GL accounts from Sage BusinessWorks to Sage 300 ERP
5) Migrate Banks from Sage BusinessWorks to Sage 300 ERP

In Sage 300 one of the best feature in purchase process is that it allows user to define additional costs against purchase receipts and Invoices. Users might be aware of the said feature of adding the additional cost but might have a doubt on how to reverse only the additional cost of GRN.

In this blog will see how only the additional cost is reversed which is applied on GRN.

Let’s take an example: When Purchase department receives material, the GRN (receipt entry) is done and the additional cost is also added for Air freight expense. Refer the below screenshots for GRN and additional cost.

New Stuff:Migrate Sales Person from Sage BusinessWorks to Sage 300 ERP

And now when the user creates the invoices by selecting the receipt number. In PO invoice entry UI 2 separate invoices will be created for the single receipt, one for the material vendor and other for the Air-freight Vendor i.e. additional cost invoice.

Refer below invoices.

As we can see receipts/invoices /credit/debit notes are posted directly, but this invoices/credit/debit notes are reflected in Accounts payable only when the Day end processing is done for PO module.

Unfortunately the additional cost added to the GRN was not to be considered and needs to be reversed

For this scenario what user has to do is completely reverse the additional cost by passing a credit note against that invoice.

Referring to above screen shot follow the steps.

• Select the Document type as Credit note and in From Document select Invoice.
• Select the same date of additional cost invoice.
• Select the Vendor for additional cost.
• Click On additional cost tab, select the additional cost and enter the same amount booked in invoice.
• And last step will be posting of credit note.

System will automatically take care of the Additional cost invoice which is reversed, when we run the Day End Processing.

To be continued…..

Also Read:
1) Additional cost taxes functionality in sage 300 ERP
2) GL Handling of Expensed Additional Cost – I
3) GL Handling of Expensed Additional Cost – II
4) Handling Additional Costs and its Variations in Sage 300 ERP
5) Landed cost in Sage 300 ERP

Sage 300 provides ‘Inventory Control’ module to maintain organization’s stock related data. It provides lots of features to maintain inventory data of number of different domains like Manufacturing, Trading, Banking, Insurance, Automobile, etc. In this blog we are going to discuss about IC Location settings of Sage 300.

Follow these steps to open ‘I/C Location’, Inventory Control à I/C Setup à Location.

IC Location screen is basically used for creating ‘Locations’ in other modules of Sage 300 like OE and PO. Users can define the locations where the organization’s godowns, warehouse, etc. are located. For example the organization has 4 godowns in ‘India’ where they have inventory of their goods like ‘New Delhi, Mumbai, Chennai and Punjab’. In that case users can create locations as shown in above figures.

New Stuff:Migrating AR Payment Terms from Sage BusinessWorks to Sage 300 ERP using GUMU™

There are two types of locations user can defined.

• Physical
• Logical

Physical locations are those which are exist like Cities as explained earlier. Logical locations are like Flights, Trains, Trucks, and Tempos. These locations are locations which are used while doing IC Transfer that is while doing transfer of goods from one location to another location.

Ic Location has three types of tabs

1) Address Tab

Use the Address tab to enter the name, address, phone and fax numbers of the location, and to set the location’s status to inactive.

2) Contact Tab

On this tab, you specify the name, telephone number, fax and e-mail address of the main contact person at this location.

3) Integration Tab

On this tab, you specify whether to replace (override) segments in general ledger accounts when you generate Inventory Control transactions involving items stocked at a location.

Override G/L Account Segments:

Select this option if you want to replace (override) segments in general ledger accounts when you generate Inventory Control transactions involving items stocked at this location.

G/L Segment Code:
Enter a code or use the Finder to select the general ledger segment code with which to replace each general ledger account segment

G/L Segment :
Inventory Control lets you replace (override) segments in general ledger accounts when you generate Inventory Control transactions involving items stocked at this location.

Select each account segment that you want to replace in the general ledger account references when you post transactions for items at this location.

Also Read:
1) Inventory location detail on Sage 300 ERP
2) Inventory Control Settings – Allow Items at All Locations
3) Defining Specific Location for an Inventory Item in Sage 300 ERP
4) Accounting Effect On Inventory Control
5) How to adjust the Serial-Lot quantity variance in Inventory Control in Sage 300 ERP

Business Intelligence (BI) refers to skills, technologies, applications and practices used to help a business acquire better understanding of its commercial context.

There are six modules of Sage Intelligence Reporting in Sage 300 which includes: Report Manager, Report Viewer, Report Designer, Connector, Security Manager and License Manager.

Let us have a look on the Licenses and the security manager features in this blog.

License Manager: The License Manager maintains the licenses installed for Sage Intelligence Reporting. To activate the licenses, navigate to the mentioned path: Intelligence Reporting -> License Manager. The license in Business Intelligence are named licenses. This screen allows adding/editing and deleting the license details.

New Stuff: Migrate Sales Person from Sage BusinessWorks to Sage 300 ERP

Security Manager: The Security Manager controls the accessibility of the reports by various users. When security is enabled, the user will be required to login and only then will he have the access to the reports selected for the role that the user belongs to. It also ensures that the access to the sensitive reports is securely controlled. To map the rights, navigate to the path: Intelligence Reporting     -> Security Manager.

The Security Manager allows to set security on/off, Manage users, Manage Roles, select which users belong to which Roles, select which reports belong to which roles.

Sage 300 Intelligence Reporting is best fitted for the companies that requires the following:

1. Need a business dashboard with sales and customer information to help them quickly understand the health of their business
2. Require customized reports tailored to answering their business needs without manually formatting the report each time they use it

Sage Intelligence reporting enable companies to identify what is going on into their business to make better decision making and become profitable. The end result is better information, better decision making and better companies.

Also Read :
1) How to modify standard Reports in Sage Intelligence
2) Add/Remove Additional Columns in Sage Intelligence reports
3) E-mailing Sage Intelligence reports
4) Add/Remove Additional Columns in Sage Intelligence reports
5) Creating a Union Report in Sage Intelligence Reports

Sales and Purchase Order are used across businesses to track Sales and Purchases. We need to check the trends in purchasing supplies or orders from the buyers. We also need to maintain clear communication between a sales team and managers in order to make informed decisions.

Secure and rapid deployment of Sales Order and Purchase Order enables your firm to increase profitability by eliminating the manual processes associated with the management of Sales and Purchase Order information.

Automating Sales and Purchase Orders from Sage CRM to Sage 300 ERP has the potential to significantly impact the order-to-cash cycle by cutting lead times to customers and the cost of processing orders by up to 50%.

Key Features and Benefits of implementing Sales Order and Purchase Order in Sage CRM are:

Real Time Processing: Real-time processing of Sales Order and Purchase orders from Sage CRM.

Ease of Integration: Designed and Engineered such that it can be seamlessly integrate with Business Processes.

Improving productivity: User friendly interface improves productivity which automatically enhances Customer Service and Response Times

Reliability : High Speed and accuracy is guaranteed for time critical orders

Compatibility: Multiple orders can be posted in Sage 300 by accepting .xls and .xlsx file.

Error Reporting: While attempting to insert data in Sage 300 ERP from Sage CRM there can be records that fail to sync with Sage 300 showing warning and error messages. With Sage CRM we can view the detailed report of those particular records with the error messages.

Eliminate paper work: Most importantly it reduces the paper work which eliminates inefficient manual and paper processes.

Reducing Human Errors: Minimizing unnecessary duplicate points of data entry.

For more information on Integration and Customization solutions of Sage CRM, please contact us at sage@greytrix.com.

Thanks to all our readers and followers for their constant feedback and comments. We feel immense pleasure to announce that our count for Geytrix Sage CRM Blog has crossed 1000 posts. Since 2008 Greytrix Sage CRM Blog has been your preferred knowledge center to catch up information about What’s new in the Sage CRM world, tips and tricks on technical and business issues related to Sage CRM. This has also been a one stop guide for tips and tricks on our Sage CRM integration with Sage ERPs and other ERP’s.

A Special Thanks to our Sage CRM Guru “Jeff Richards” and Sage 300 Guru “Stephen Smith” for always being an inspiration with their wonderful posts.

Other than Sage CRM, we also keep sharing tips and tricks on these blogs. Do follow them, few of them too are on the verge of reaching a similar milestone..

• Sage X3 Blog
• Sage 300 Blog
• Sage 100 and 500 Blog
• Salesforce.com Blog

Top 10 Blogs of Sage CRM with maximum number of views in the last year

• Dcom configurations on 64 bit server and 32 bit Microsoft office
  
• Ways to Replace Sage CRM License Key
  
• Integrating Sage CRM with office 365 using Stunnel
  
• Sage CRM with Outlook 2013 classic integration
  
• IIS Tip – Enable 32-bit Applications on 64-bit server
  
• You may need to recreate views manually – II
  
• How log files are maintained in Sage CRM
  
• Export to Excel and Export to PDF functionality on Sage CRM Self Service lists
  
• Some facts about Metadata Refresh

Greytrix has some unique solutions of Sage ERP integrations with Sage CRM, Salesforce.com and Magento eCommerce integrations. It also offers best-in-class Sage ERP customization and development services to Business Partners, End Users and Sage PSG worldwide.

Thank you once again to our new as well as returning visitors of Greytrix Sage CRM blog. Your enthusiasm for knowledge has kept our motivation high to share our experiences and information through blogs. In case of any questions, queries and suggestions please feel free to write to us us at crm@greytrix.com

GUMU™ for Sage BusinessWorks  to Sage 300 ERP is a Sage certified Migration solution. Greytrix provides migration services at its Sage Migration Centre and fulfils the business requirements.

In this blog you will get to know how GUMU™ migrates A/P Payment Terms from Sage BusinessWorks ERP to Sage 300 ERP.

New Stuff: Migrating AR Payment Terms from Sage BusinessWorks to Sage 300 ERP using GUMU™

To review A/P Payment Term in Sage BusinessWorks, refer the below mentioned path:
Sage BusinessWorks –> Accounts Payable  –> Utilities –> Maintain Payment Terms

Select specific term and click on ‘Accept’ button, the ‘Maintain Payment Terms’ window gets open to view details of the term as shown in below screenshot –

To review A/P Payment Term in Sage 300 ERP, refer the below mentioned path:
Sage 300 ERP –> Accounts Payable –> A/P Setup –> Terms
We can review migrated term details as shown in below snapshot –

Also we can observe the vendor ‘VENDOR’ is assigned with the Payment Term ‘8’ as shown below –

Terms for both Sage BusinessWorks and Sage 300 ERP:

In this way, we can see a A/P Payment Term of source ERP (i.e. Sage BusinessWorks) and after conversion target ERP (Sage 300 ERP).
For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:
1) Migrate GL Transactions from Sage Business Works to Sage 300 ERP
2) Migrating Items from Sage Business Vision to Sage 300 ERP
3) Migrate Customer Notes from Sage Business Vision to Sage 300 ERP
4) Migrate A/P Payment Terms from Business Vision to Sage 300 ERP
5) Migrate AR Payments from Sage Business Vision ERP to Sage 300 ERP

In our last blog we had discuss about New Feature in Statutory form, to keep track of C form invoices. In the same, we had added new columns in the form tracker screen. Now there are some new additional features that are really required by the users to maintain the record of the customers to whom C form needs to be send. The C forms should be send automatically through the ERP directly rather sending it manually.

So to have these features in our C form tracker we have added few configuration screens so that users can easily maintain the C form related data and also can send the email to the customers. We will see how to configuration the C forma tracker

New Stuff: Migrate A/P Payment Terms from Sage BusinessWorks to Sage 300 ERP

Configuration part divided into 2 master screen

1. S/F customer
2. S/F E-mail Setting

•S/F Customer.
SF customer screen is similar to the Customer master in fact it shows all the customers which are defined in the Customer master are populated here with respective info. The user now just has to put the additional email address for the communication purpose i.e. by using this email address system, he can automatically send an email to that particular customer regarding his payment for the pending for C Form.

•S/F E-mail Setting.
Using the Form tracker, we can send an email through the SMTP mail server to authenticate the Email message. Email Setting is a configuration screen where user needs to define the outgoing server, Port Number Email ID and Name of the sender.

1. Server : SMTP mail server
2. Mail Name: Name of the mail sender
3. Mail ID: E-mail ID of the mail sender
4. BCC Mail: E-mail ID to send as BCC mail.
5. Port No: Port number of SMTP server.
6. User name: User name or email ID
7. Password: Password for email ID

Also you can mention if you want to send mail through SSL.

Using these configuration done in the C form tracker, the system will send the mails to the customer automatically to whom users need to send the C forms.

In our next blog we will see how to send C forms Email to the customers through Form Tracker.

Also read:
1.New Feature in Statutory form
2.Why use C form
3.Statutory form for Sage Accpac v6.0 ERP

In our previous post we had learnt about recurring payables in Account payable and how to create it in Sage 300. Recurring payables entry is where the user needs to raise an invoice for a particular service after every month or specific time like Rent paid. If the vendor is TDS payable then Greytrix-TDS add-on module will allow the user to calculate TDS automatically for such entries, we will discuss how to handle the recurring invoices in TDS module.

New Stuff: Email Feature in Statutory Form for Sage ERP (configuration part)

TDS module provides a screen Party details, to define the TDS payable vendors.

Please refer below screen shot.

In above screen, if you mark “Recurring Payable” option then TDS will be automatically calculate when user create invoice from A/P Vendor>>Recurring Payable screen. This helps users to reduce the manual work.

Read Also:
1.Sage 300 ERP TDS and TCS Forms and their periodicity
2.Reconcile TDS with Expense and Balance sheet accounts
3.Form 26Q file generated in TDS-Part2
4.Form 26Q file generated in TDS-Part 1