In any industry it is necessary to keep a track of materials and goods that are delivered. The gate pass will help you to identify which material, part or good is delivered. Gate passes are of two types one is Returnable and other is NGPR or Non-returnable. In this blog we will concentrate on Non-Returnable Gate Pass.

This gate pass is generated by the store user and attached it with the delivery challan so that a keeper can understand that it is non-returnable item. The word itself tells the meaning of it, when any item is required to be sent permanently then Non-returnable Gate pass is prepared. For an example you are car dealer and you sold a car to a customer. Once sold the item can’t be taken back. In this case you will generate Non-Returnable Gate Pass.

In Sage 300 we have created a Non-Returnable Gate Pass for one of our customer which is as follows:

New Stuff: Reverse Transactions for Bank Services in Sage 300

A Gate pass contains the following details: a Gate Pass number, Invoice Number, Date and related information of customer. Before issuing any gate pass to the respective person you need to get the approval from Authorized person.

The Non-Returnable Gate Pass helps us to keep a track of all those outgoing deliveries, parts for repairing and fitting to identify what is issued and what is delivered and what is the accurate stock available in the warehouse.

Also Read:
1.Gate Pass System
2.I/C Transfer Slips Report
3.OE Posting Journals Report in Sage 300
4.Sales Order Action Report in Sage 300 ERP
5.Purchase Order Action Report in Sage 300 ERP

Generally the automobile industries are moving towards the implementation of ERP into their organization. In this blog we will see how the service invoices can directly create into Sage 300 from another system.

If a vehicle comes in a workshop for servicing, then after completion of the service, we make invoice for the total labor chargers & extra parts that the worker has applied to that vehicle. This is nothing but called as Service Invoice in automobile industries.

In case, if the industry already has the system for maintaining all those things then in this case we have created an import routine which will directly fetch the data from database, list out in UI control & after verifying all the data user can processed it for automatic creation of Invoices in Sage 300.

For achieving this we need to map the items from both the systems through optional fields, so that at the time of importing same item has to be present into the Sage 300 & customers as well. After mapping all those things we have to create SQL view which will fetch the data from both the database with linked sever connection.

Below will be the UI for import routine:

New Stuff: Non-Returnable Gate Pass

In this UI you will get the below controls:

•  Filter criteria for date selection & depends on that we will fetch the data from another systems database.
•  Location selection as this is mandatory field for creation of invoice in Sage 300. This finder will show you all the locations from your company database in Sage 300.
•  This Grid will show you all the header level data from your database of another system.
•  Popup will display after clicking on a particular row & it will contain all the detail level data from your database of another system.
•  Once you have done with the data verification, you need to click Import button. This will start the process of importing into Sage 300 with the showing data in grid.

After completion of import process you will get the successful message into message box or else if there will be any error in importing, you will get those error in error log file. The path of error log which we have to set in configuration file.

Advantages:

-As this is direct database to database importing of data, you will save your time of import & export data through some files like excel etc.

Also Read:
1.Database To Database Integration in SAGE 300 ERP
2.How Deposit date in AR receipt entry plays important role in Bank Reconciliation
3.Generic Import-Export Macros for Sage 300 ERP
4.Table Does Not Exist Error while importing data into Sage 300 ERP
5.Import and Export feature in Style Maintenance screen of GreyMatrix for Sage 300 ERP

GUMU™ for Sage BusinessWorks to Sage 300 ERP is a Sage certified Migration solution. Greytrix provides Migration services at its Sage Migration Centre and fulfills the business requirement. In this blog you will get to know how GUMU™ migrates Item Pricing from Sage BusinessWorks to Sage 300 ERP.

New Stuff: Migrate Ship to Address from Sage BusinessWorks to Sage 300 ERP

You can view Items and their pricing in Sage BusinessWorks from the following path –
Sage BusinessWorks –> Inventory Control –> Parts –> Price List
Click on Preview button, Price List window gets opened as shown below.

In Price List window, we can observe Item’s Price Lists and Price per unit as highlighted below –

You can check migrated Price List and prices of an Item in Sage 300 ERP as shown below. And the path for Sage 300 ERP is :
Sage 300 ERP–>Inventory Control –>I/C Item and Price Lists–>Item Pricing

Terms for both Sage BusinessWorks and Sage 300 ERP:

In this way, you can see the Price List data of source ERP (i.e. Sage BusinessWorks) and target ERP (Sage 300 ERP).
For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:
1. Item Pricing based on Multiple Unit of Measurement
2. Configuration of Price List Code
3. Migrating Item Pricing From Sage Pro ERP To Sage 300 ERP
4. Migrate A/P Payment Terms from Business Vision to Sage 300 ERP
5. Migrate Customer Notes from Sage Business Vision to Sage 300 ERP

Sage 300 web Portal has a new advanced feature called the “ADHOC Query Tool” where we had query templates for A/R customers & Transactions, A/P Vendors & Transactions, G/L Accounts & Net changes, G/L Account & Transactions, IC Transactions, O/E Transactions & P/O Transactions.

Through specific filter criteria a user can add multiple filters according to User requirement.

Portal Login -> Inquiry -> From Template -> A/R Customer and Transaction -> Query Template -> Select Report

New Stuff: Migrate Price Lists from Sage BusinessWorks to Sage 300 ERP

If the user wants to save the query he can save it. Also he can give name to his query in “Query Name” and in details tab the user can save the query in 2 categories

1) Public Query (All authorized users can use this query.)

2) Private Query (Only the user who created the Query can use it.)

The user can open the saved report from saved query.

The report thus generated can also be customized and as per the new advanced feature of Sage ERP 300 Web Portal, the user can see grand total of the generated report by selecting the “Show Grand Totals Pane” and can also export the report in Excel or PDF format.

Also Read:
1. AR Customers-OE Sales Inquiry
2. I/C Current Transactions Inquiry Form
3. AR Customers-OE Order Inquiry
4. IC Items Location Details Quantity Inquiry in Sage 300 ERP
5. AR Customer Receipt Enquiry

In our last blog, we had discussed about the Email Feature in Statutory Form for Sage ERP (configuration part), how to configure S/F Reminder to send the mail with invoices. In the corporate world, a user needs to send c forms and follow up mails for invoices to the customers. Hence, the statutory form in Sage ERP provides you the functionality through which users can do a follow up of bulk of invoices for many customers in a single click. The user just needs to provide the required selection criteria on user interface. Please refer the below screen shot of SF reminder screen.

New Stuff: Inquiry tool in Sage 300 web portal

We can send the pending invoices by two methods

1. Print :

Through the print method, the user can print the list of pending invoices for the selected customers for a particular date range and can then manually send the invoice copies to the customers.

There is another filter option provided on the screen through which If the user wants to print the invoices of those customers whose mail ID’s are not defined in the S/F Customer screen (as discuss in last blog) then user needs to tick the checkbox “Except Email ID” on the screen and print the list of customers with their invoice details.

2. E-Mail :

Email is another option to send the c form reminders to the customers directly. Through this option, the user has to enter the filter criteria on the screen as seen in print method and can send the invoices to the customers directly along with the invoice copy attached to an email in PDF format.

Here, the user also has the option to configure the email content as per their requirement and can be done through standard A/R E-mail configuration screen. Also can give the detail like company name, address etc. if required (please refer the below screen shot):-

Below is the format for email and PDF send to customer.

So users just have to provide the filter selection in S/F Reminder screen and customer will received the pending invoices.

Also read:
1.New Feature in Statutory form
2.Why use C form
3.Statutory form for Sage Accpac v6.0 ERP
4.Statutory & Excise Module-Configuration-2
5.Statutory and Excise Module-Configuration-I

In Sage 300 we have an O/E Salesperson Inquiry screen to review and print sales information (invoices and credit notes) according to the salesperson and customer.

The merit of a salesperson is usually measured when the Sales person achieves his or her sales target during a given period. Also, the sales incentive is based on the sales that the sales person achieves in the fiscal year. So it is important that the sales person get to know the information of their sales

To open the screen navigate to:

Order Entry –>O/E Statistics and Inquiries–>Salesperson Inquiry

The Below UI will get opened. UI has the following options for filtering the data.

New Stuff: Email Feature in Statutory Form for Sage ERP (S/F Reminder)

–  Primary Salesperson: Select the salesperson code of the primary salesperson for whom you want to review the sales data for.

–  From Year/period to Year/Period: Specify the range of years and periods for which you want to review sales data. Only documents processed within the range you specify will appear in results.

–  Customer Number: Select the code of the customer for which you want to review sales data. The customer name appears in the description field to the right. If you use multicurrency accounting, the currency in which sales history amounts appear is also displayed.

–  Document type: Select the type of documents you want to review: invoices, credit notes, or debit notes.

After the selection of the selected filter criteria user can click on Go button (>>) to view documents that match the criteria you specified.

The output will give details like the year period, document date, and Document number of the transactions. Type of document, its order date, shipment date, source and functional document amount.

To print a copy of a document that appears in the results on this screen, select the detail line for the document and click the Details button. The report will be generated as an output for the selected document number as show below:

Note: Sales information is available only if you select Keep Sales History on the O/E Options screen.

Also read:
1.Salesperson Commission Report in Sage 300 ERP
2.Setting up Salesperson Commission in Sage 300 ERP
3.Item Sales Information Report in Sage 300 ERP
4.Sales History Report in Sage 300 ERP
5.Salesperson Alert

We provide data Migration Services from Sage 50 US (formerly known as Sage Peachtree) to Sage 100 ERP (formerly known as Sage Accpac) at our Sage Migration Centre.

Our GUMU™ migration utility is compatible to convert all Master and Open transactions for Account payables and account receivables and GL historical data from Sage 50 Accounting- US edition (formerly Sage Peachtree) to Sage 100 ERP.

New Stuff: Migrate GL Accounts from Sage 50 US to Sage 300

Today, we will discuss about migrating GL Accounts from Sage 50 US edition to Sage 100 ERP in our ERP Migration services.

To open a GL Accounts in Sage 50, go to the Maintain -> Chart of Accounts. Let’s have a quick look on the Sage 50 Accounts screen.

After data migration from Sage 50 US, the field value of Sage 50 Accounts gets converted with following mapping:

Here is the converted GL accounts field from Sage 50 US to Sage 100.Kindly refer the below screenshot where the Account has been converted as per the mapping mentioned in above table.

In this way, Sage 50 account details are migrated into target Sage 100 ERP company database. For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:

1. Migrate Sales Payment from Sage 50 US to Sage 300 ERP
2. Migrate Purchase invoice from Sage 50 US to Sage 300 ERP
3. Migrate Banks from Sage 50 (Canada) to Sage 300 ERP
4. Migrate customers from Sage 50 (Canada) to Sage 300

We provide data Migration Services from Sage 50 US (formerly known as Sage Peachtree) to Sage 100 ERP (formerly known as Sage MAS90) at our Sage Migration Centre.

Our GUMU™ migration utility is compatible to convert all Master and Open transactions for Account payables and account receivables and GL historical data from Sage 50 Accounting- US edition (formerly Sage Peachtree) to Sage 100 ERP.

New Stuff: Migrate GL Accounts from Sage 50 US to Sage 300

Today, we will discuss about migrating bank data from Sage 50 US edition to Sage 100 ERP in our ERP Migration services.

To open a Bank in Sage 50, go to the banking tab -> view accounts list -> select account type cash. Let’s have a quick look on the Sage 50 Bank screen.

After data migration from Sage 50 US, the field value of Sage 50 bank gets converted with following mapping:

Here is the converted bank field from Sage 50 US to sage 100. Kindly refer the below screenshot where the Bank has been converted as per the mapping mentioned in above table.

In this way, Sage 50 Bank details are migrated into target Sage 100 ERP company database. For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:
1. Migrate Sales Payment from Sage 50 US to Sage 300 ERP
2. Migrate Purchase invoice from Sage 50 US to Sage 300 ERP
3. Migrate Banks from Sage 50 (Canada) to Sage 300 ERP
4. Migrate customers from Sage 50 (Canada) to Sage 300

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-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: Migrate GL Accounts from Sage 50 US to Sage 100 ERP

In this blog, we shall explore upon the migration of Remit-To-Address from Sage BusinessWorks to Sage 300 ERP. Let’s take an example of a Remit-To- Address in Sage BusinessWorks ERP system.

What is Remit to Address?
Remit to Address are the addresses on which payment cheques are send to the Vendor.

This is how it looks in Sage BusinessWorks:

Navigate through the below link to check Remit to Address in BusinessWorks
Accounts Payable -> Vendor -> Maintain Vendors

Remit to address is converted to Sage 300 with following mapping.

After the migration to Sage 300 ERP, the converted Remit-To-Location screen will look as below:

In below screens you could see the vendor’s Remit-To-Location is converted:

Navigate through the below path to open Remit to Location in Sage 300.
Accounts Payable -> A/P Vendors – > Remit-To-Locations

Hope the above topic provides you sufficient information in comparing the Remit-To-Location records between the two diverse ERP systems.

For more information on the data migration, drop us a mail at erpmig@greytrix.com

Also Read:
1) Migrate GL Accounts from Sage 50 US to Sage 100 ERP.
2) Migrate Banks from Sage 50 US to Sage 100 ERP.
3) Migrate Price Lists from Sage BusinessWorks to Sage 300 ERP.
4) Migrate Ship to Address from Sage BusinessWorks to Sage 300 ERP.

GUMU™ for Sage BusinessWorks ERP 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™ migrate Item Warehouses from Sage BusinessWorks ERP to Sage 300 ERP.

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

We can view warehouses in Sage BusinessWorks at the following path,
Sage BusinessWorks –> Inventory Control –> Utilities -> Warehouses -> Maintain

Now, let’s say Item warehouse “STORE1”; the warehouse Master screen in Sage BusinessWorks system looks like this:

We can check migrated Item Warehouses data in Sage 300 ERP as shown below. Path for Sage 300 ERP is,
Sage 300 ERP –> Inventory Control –> I/C Setup –> Locations

After data migration from sage BusinessWorks the field values of Warehouse gets migrated with the following mapping.

In this way, Sage BusinessWorks Item Warehouses gets migrated into Sage 300. For more information on ERP data migration, drop us a mail at erpmig@greytrix.com

Also Read:
1) Migrating Items from Sage Business Vision to Sage 300 ERP
2) Migrate Open Sales Order From Sage Business Vision to Sage 300 ERP
3) Migrate Item Price Lists from Sage Business Vision ERP to Sage 300 ERP
4) Migrate Customer Notes from Sage Business Vision to Sage 300 ERP
5) Migrate Banks 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 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 Vendor Notes from Sage BusinessWorks to Sage 300 ERP.

New Stuff: Migrate Item Warehouses from Sage BusinessWorks ERP to Sage 300 ERP

You can view Vendor Notes in Sage BusinessWorks from the following path,
Accounts Payable –> Maintain Vendors –> Notes

In Sage 300 ERP the Notes are converted by GUMU™ as follows:

You can navigate through the below mentioned path to check migrated comments into Sage 300
Sage 300 ERP–> Accounts Receivable –> A/R Vendors –> Vendors -> In ‘Comments’ tab

See highlighted in the above screenshot, the Notes are converted in Vendor master’s Comment screen in Sage 300 ERP..

In this way, Sage BusinessWorks Vendor Notes 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 Customer Notes from Sage Business Vision to Sage 300 ERP.
2) Migrate Item Unit Of Measure From Sage 50 US (Peachtree) to Sage 300 ERP.
3) Migrating Items from Sage Business Vision to Sage 300 ERP.
4) Migrate Open Sales Order From Sage Business Vision to Sage 300 ERP.
5) Migrate Sales Department Code from Sage Business Vision to Sage 300 ERP.

GUMU ^TM 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.

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 Sage BusinessWorks Open Sales Orders are migrated to Sage 300 ERP (Formerly known as Accpac) using GUMU ^TM.

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

Below is a screenshot of an open sales order in Sage BusinessWorks

Sage BusinessWorks–> Order Entry –> Maintain Sales Orders

Sage BusinessWorks–> Order Entry –> Maintain Sales Orders –> Line items

In the above BusinessWorks order there are 2 quantities ordered of the item ‘40580’ and the total order amount is 780/-.

After the conversion, the data is converted as below in Sage 300 ERP.

Below is a screenshot of the converted open sales order in Sage 300 ERP

Sage 300 ERP –> Order Entry –> O/E Transactions –> Order Entry

After data migration from Sage BusinessWorks the field values of Sage BusinessWorks Sales Order get converted with the following mapping:

In this way, Sage BusinessWorks Open Sales Orders 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 Accounts from Sage 50 US to Sage 100 ERP.
2) Migrate Banks from Sage 50 US to Sage 100 ERP.
3) Migrate Price Lists from Sage BusinessWorks to Sage 300 ERP.
4) Migrate Ship to Address from Sage BusinessWorks to Sage 300 ERP.

The best ways of handling any system is to utilize the resources at optimum level. It strengthens the quality of service, quick response time, cost reduction and sustainability of customer with ERP System.

How to maintain daily activities –

In ERP system, there is a group of users which are given certain roles and responsibilities along with other authorities in the system. So it’s their duty to maintain activities and leverage their performance by undergoing the assigned tasks. List of the task can be as below:

1. At start of work, login into your assigned user name and clear all existing sessions created by previously.
2. Check if there is any open error batches in ERP system before proceeding to further work. If yes, then fix the errors in the entries post it.
3. Check if there any open transactions batches. If yes, then please confirm whether to continue or not
4. Update the master codes information like as Customer, Vendor, products on regular basis.
5. Do check the Financial Statements on regular interval. Also verify the bank reconciliation process with Account balances.
6. Its better practice to create transactions batches on daily basis and not to overload single batch with multiple transactions in different dates.
7. Utilize a scheduling features of ERP to maintain recurring transactions in ERP system.
8. Check your Account receivables, account payables and stock control reports regularly.

Maintaining workstations

1. Keep a practice to log into ERP system by Windows Authentication.
2. Never keep any system backup on workstation. Have a practice to keep all ERP backups on server system only.
3. Always have a practice to keep anything related our accounting in windows system drive. (E.g. C: )
4. Logout from ERP If not working on system or during breaks.

Back up process:

1. There should be daily or weekly backup process of ERP data in place. Keep a backup on Server system as well as on Hard drives.
2. While taking the backup, make sure that all users are logged out from their respective workstations.
3. Follow a proper naming conventions for backup files and folders so that it could be easily identified in case of restore. Keep an information file e.g. ‘Read Me.txt’ in backup folder which may have specific details about backup files.

Greytrix helps in migrating to Sage 100, Sage 300 and Sage ERP X3 from Sage Pro, Sage 50 US, Sage 50 CA, Sage 50 Usage Business Works, Sage Business Vision, QuickBooks and MS Dynamics Great Plains.

For more information on migration solutions, please contact us at erpmig@greytrix.com. We will be glad to assist you.

In our last blog Manufacturing Excise Process, we had discussed about the Manufacturing process and reports that are required in manufacturing excise. In this blog we will discussed about the “Excise Invoice Report. Excise invoice report is the document prepared by the manufacturer while issuing excisable goods from manufacturing location to customer or another excisable location and it is signed by the manufacturer.

We have developed Excise Invoice report in our Manufacturing Excise module where user will get all the required statutory and excise related data in a single report. The excise invoice lists the goods that have issued and states how much excise duty applied on it. This report is auto generated when user make the shipment entry or transfer entry through manufacturing excise module. The Excise Invoice number is a sequential number on the basis of invoicing Location and commence from 1st April every year (starting of financial year).

New Stuff: Best Ways to Handle ERP System

To print the invoice, navigate to Excise Module.

Manufacturing Excise>>M/E reports>>Excise invoice report

Please refer below screen shot:

Please refer below screen shot for the excise invoice report format:

If you refer the above screen shot of Invoice, it contains details like Registration number, ECC No, Range name, Division name, commission rate, range address, date and time of removal, date and time of preparation, goods and the duty payable thereon, tariff classification number, quantity, rate of duty etc.

The invoice shall be prepared in triplicate in the following manner, namely:

• The original copy being marked as “Original For Buyer”.
• The duplicate copy being marked as “Duplicate For Transporter”.
• The triplicate copy being marked as “Triplicate For Assessee”.

The above requirement is mainly for Central Excise purposes. However, the assessee may make more than three copies for his other requirements. But such copies shall be prominently marked “Not for Cenvat Purposes”.

Hence, this report provides valuable and excise information for day to day business.

Also Read:
1. Manufacturing and Sage 300 ERP
2. Transfer of Excise duties along with Inventory Transfer in Sage 300 ERP
3. Why use Greytrix Trading Excise
4. Statutory and Excise Module-Configuration-I
5. Statutory & Excise Module-Configuration-2

Tax Deducted at Source is an add-on for Sage 300 ERP and it is one of the ways to collect income tax. The TDS add-on provides reports and forms. In this blog we will discuss about Statutory Audit Report which is very useful during the auditing. The Statutory Audit report gives the details about the TDS deducted documents and outstanding as of date. i.e. remittance has been created against the TDS payable documents but TDS is not paid against that particular documents. So this helps user to know the pending challans which needs to be paid and can avoid the further penalty on such documents.

New Stuff: Excise Invoice Report

To print this report Go to

Tax deducted at source–> D/T transaction report–> Statutory Audit Report

This report helps user to know the documents which are outstanding for how many months and TDS amount applicable on it. The report prints the data sections wise so user finds the summarized as well as detail information of pending documents in a single report. Report shows data like name of the party, Document Number, document date, due date, document amount, TDS amount and late months. Please refer the above screen shot.

Hence this report is very useful when user to wants to know outstanding TDS documents and can avoid the further interest and penalty.

Also Read:
1. Configuring Greytrix TDS in Sage 300 ERP – I
2. Configuring Greytrix TDS in Sage 300 ERP – II
3. Configuring Greytrix TDS in Sage 300 ERP – III
4. Sage 300 ERP TDS and TCS Forms and their periodicity

GUMU™  for Sage 50 CAD (Simply Accounting) 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-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: Migrate Vendor Notes from Sage BusinessWorks to Sage 300 ERP

In this blog, we shall explore upon the migration of Ship to Address from Sage 50 CAD (Simply Accounting) to Sage 300 ERP. Let’s consider Ship to Address of Customer “1441969 Alberta Limited” in Sage 50 CAD (Simply Accounting) ERP system. This is how it looks:

After the migration to Sage 300 ERP, the converted Customer screen will look as below:

It also migrate Contact details from Sage 50 CAD (Simply Accounting) to Sage 300 as shown below.

Below is the mapping of the converted Ship to Address from Sage 50 CAD (Simply Accounting) to Sage 300.

Hope the above topic provides you sufficient information in comparing the Customer records between the two diverse ERP systems.

For more information on the data migration, drop us a mail at erpmig@greytrix.com

Also Read:
1) Migrate Item Price Lists from Sage 50 CAD (Simply Accounting) to Sage 300 ERP.
2) What do you want to migrate to Sage ERP.
3) Migration of Purchase Payment from QuickBooks to Sage 300
4) Migrate GL Accounts from Sage 50 CAD to Sage 300 ERP
5) Migrate customers from Sage 50 (US) to Sage 300

GUMU ^TM for Sage PRO ERP 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.

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 Sage PRO Vendor Notes are migrated to Sage 300 ERP (Formerly known as Accpac) using GUMU ^TM.

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

Below is a screenshot of a vendor note in Sage PRO ERP

After the conversion, the data is converted as below in Sage 300 ERP

Below is a screenshot of the converted Vendor Notes in Sage 300 ERP

After data migration from Sage PRO the field values of Sage PRO Vendor Notes get converted with the following mapping.

In this way, Sage PRO Vendor Notes 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 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

GUMU™  for Sage PRO ERP 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: Migrate Open Sales Orders from Sage BusinessWorks to Sage 300 ERP

In this blog, we shall explore upon the migration Item Notes from Sage PRO ERP to Sage 300 ERP. Let’s consider Item “ITM123” in Sage PRO ERP system. This is how it looks:

After the migration to Sage 300 ERP, the converted Item screen will look as below. You can find the item notes from Sage PRO converted to optional fields in Sage 300 ERP.

Hope the above topic provides you sufficient information in comparing the Item records between the two diverse ERP systems.

For more information on the data migration, drop us a mail at erpmig@greytrix.com

Also Read:
1) Migrate Open Sales Orders from Sage BusinessWorks to Sage 300 ERP
2) Migrate Vendor Notes from Sage BusinessWorks to Sage 300 ERP.
3) Migrate Item Warehouses from Sage BusinessWorks ERP to Sage 300 ERP
4) Migrate Remit-To-Address from Sage BusinessWorks to Sage 300 ERP

Greytrix – Sage Premier Gold Development Partner presents its range of Sage 300 ERP Solutions designed to fill up the missing gap you were searching for in your ERP. Our recent additions include eCommerce Magento and Salesforce Cloud CRM integrations for Sage 300. We now have 20+ solutions so you can find cost effective solutions covering all your requirements under one roof.

For a complete list of our Sage 300 ERP Solutions “Click Here“
Find us on Sage Partner Solution Source – “Greytrix“

In our first part of series we will focus on 3 popular solutions which you can pick depending on your industry and business need. [All solutions are compatible with latest as well as earlier supported versions]

1) GreyMatrix – Integrated Apparel Solution for Sage 300 – A Grid inventory system that offers the Apparel Retailers with a user friendly interface to maintain, transact and analyze their large inventory distributed by style, color and size. Seamlessly Integrated with Sage 300, GreyMatrix helps the garment and shoe merchants to obtain a 360 degree view of their inventory, operations and finance with detailed reportings.
Website | Blog | Video

2) Greytrix Document Numbering for Sage 300 – Greytrix Document Numbering for Sage 300 allows you to setup and auto assign document numbers on transactions based on predefined structures such as Account Sets, Location, Fiscal dates, etc to sales and purchase. The module overrides the standard method of Sage 300 to setup document numbering for transactions.
Website | Blog | Video

3) Greytrix Document Attachment for Sage 300 – Greytrix Document Attachment for Sage 300 helps users to attach, refer and view associated documents that user receives for various transactions. The attached documents can be associated with respective transactions that they enter into Sage 300 via Order Entry, invoice Entry, Journal Entry etc.
Website | Blog

For more information or a trial/live demo email on sage@greytrix.com

To extend our discussion further from our previous blog  on Manage AP Vendor and Vendor Group Statistics in Sage 300 ERP, we will discuss about feature of Sage 300 ERP to see how to Edit the Vendor and Vendor Group Statistics under AP Options.

New Stuff: Greytrix Sage 300 Add-Ons – Pick that piece of innovation you always wanted to have

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

1. If User uncheck the option “Allow Edit of Statistics” in AP Options screen under Processing Tab, then user will not be able to Edit the statistics of the corresponding entries in the grid Under the statistics tab for A/P Vendor Groups and Vendor.

AP Vendor Groups

Above Screen shows Edit of Statistics for the corresponding entries in the grid are disabled for AP Vendor Groups.

AP Vendors

Above Screen shows Edit of Statistics for the corresponding entries in the grid are disabled for AP Vendor.

2. If User Check’s the option “Allow Edit of Statistics” in AP Options screen under Processing Tab, then user will be able to Edit the statistics of the corresponding entries in the grid Under the statistics tab for A/P Vendor Groups and Vendor.

 
Before Edit

Above Screen shows Edit of Statistics for the corresponding entries in the grid are Enabled.

After Edit

Above Screen shows Edit of Statistics for the corresponding entries in the grid are Enabled.

Comparing Before Edit and After Edit shows respective change in the Entry for Amount for Invoices has also updated the Year to date.

In similar way we can edit the other statistics for the respective vendor.

This is how one can Edit the statistics of the corresponding entries in the grid for a record.

Also Read:

1. Manage AR Item Statistics in Sage 300 ERP
2. Retainage Accounting
3. Default Settings for Accounts Payable Payments in Sage 300 ERP
4. Account Set wise Filter in AP Aged Payable Report
5. Terms Code feature in Account Payable in Sage 300 ERP