As the word, “Advance Payment” suggests, it is nothing but the payment that is made ahead of its scheduled time.  Most sellers make advance payment receipt as security, against the non-payments or to cover some cost of sellers.

In our last blog we have seen the detailed explanation for “Rent Receipt Report”. In this blog, we will learn how we have created “Rent Receipt for Advance Payment” in Sage 300 ERP and its usage. There are many more reasons for which advance payment receipt can be used.

New stuff:- Migrate Item UOM from Sage 100 ERP to Sage 300 ERP

You can print this report from:

Account Receivable A/R Transaction Reports a Receipts

After printing this report it will look like this:

For one of our clients, we have created “Rent Receipt for Advance Payment”.  For an example suppose you are owner and your tenant wants to pay the rent in advance. Now in this case the rent receipt for advance payment can be use. The owner will give the above receipt to tenant for his advance payment. Then at the time of monthly payment owner creates the invoice to nock of the same.

This receipt will fetch information from customer Master and AR Receipt screen. You can generate Rent Receipt for Advance Payment for Multiple Customer at a time as per the selection criteria.

This is our customized report format that is design as the client requirement, but we can modified it as per your organization standard format.

1. Rent Receipt Report for Rental industries
2. Migrate PO Receipts from Sage Business Vision to Sage 300 ERP Part-II
3. Pending P/O Receipts Inquiry
4. How to generate PO invoice from PO receipt
5. I/C Receipts Functionality in Sage 300 ERP

Necessity of ERP Add-ons

Businesses rely on ERP systems to automate operations, streamline processes and increase efficiency. However, every company has different workflows. It is practically impossible to develop an ERP system that aligns with a specific business model. Sensing the gap between business workflows and IT ecosystem, ERP add-ons are introduced that play vital role in automating operations in every organization.

Enterprises have started to realize the importance of implementing robust add-ons into enterprise applications that can help enhance business process efficiency and reduce operational costs. Add-ons are integrated in your core ERP system that gives enterprises additional functionalities necessary to run their business.

sage 300 add ons

Sage 300 ERP – The Powerhouse for SME

Sage 300 is the ERP that provides a solid backbone to small and medium enterprises. Sage 300 ERP effortlessly integrates your sales and service functions for streamlined, end to end financial management with improved reporting. The ERP optimizes sales and distribution processes with better sales management. Accurately accessing critical data to technology extensively supports accounting and finances, operational, business intelligence and reporting, inventory and warehousing, sales and customer management and customer service.

Upcoming Webinar: “Learn about 3 Sage 300 Add-Ons under 30 minutes for automating your business processes”

Extending Sage 300 for your business needs

To free enterprises from operational bottlenecks – Greytrix, a leading Sage Gold Development partner for over 19 years, brings its expertise by providing custom advancements in Sage 300. Greytrix offers best in class Sage 300 Add-ons that automates daily business processes and improves efficiency thereby giving businesses the competitive edge. Custom modules help enterprises align their business requirements. Greytrix expertise involves in:

• GreyMatrix Apparel Solution
• Document Numbering
• Document Attachment
• Finance Module

1. Auto Bank Reconciliation
2. GL Batch Creation in 2 databases simultaneously
3. GL Drill Up
4. GL Clearing
5. Date wise GL Trial Balance Reporting

• Purchase Process Module

1. Back to Back Order
2. OE Quote Revision
3. Three way PO matching

• Sales and Distribution Process Module

1. Bill of Lading
2. Drop Shipment
3. Bulk Invoicing

• Extended Reporting Module

GreyMatrix Apparel Solution

GreyMatrix Apparel solution integrated with Sage 300 allows your apparel/ shoes/ accessories industry to keep up with the trending fashion. The add-on offers a user-friendly grid inventory system that maintains, transacts and analyzes their large inventory distributed by style, color and size. The add-on gives merchants a 360° view of inventory, operations and finance with detailed reporting. Read More

Document Attachment Add-On

Business transactions can be easily recorded in the Sage 300 ERP system. However, in order to streamline processes and consolidate all the documentation on a single platform, Document Attachment Add-On for Sage 300 can be effectively used. It is a comprehensive add-on that enables users to attach, refer and view documents related to crucial transactions entered in Sage 300, simplifying document tracking, document delete authorization and document override authorization. Read More

Document Numbering Add-On

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. Read More

Block your seat for the upcoming webinar on 16th August, 2017 and experience how Sage 300 Add-ons can benefit your business.

Register for the webinar: “Learn about 3 Sage 300 Add-Ons under 30 minutes for automating your business processes”

Recently we did a customization on native “Create P/O from O/E” screen opening from O/E Order Entry screen where our customer was expecting to pass the comments and optional fields from the O/E Order to the generated P/O Order using the “Create P/O from O/E” process from O/E Order Entry screen.

New Stuff:  Sage 300 Add-Ons addressing the needs of Fast-Growing Businesses

In this blog, we would be discussing about functionality of copying the comments and Optional Fields.

Step 1:

We have provided the button “Setup Optional Fields” in the custom form “Create P/O from O/E”. This button creates the optional field “POFROMOE” in common services and assign the optional field to “P/O Setup → Optional Fields → Purchase Order” with Auto Insert as Yes. This field is the supporting optional field to map the recently created purchase orders and update the custom values like comments and optional fields.

User needs to click on the “Setup Optional Fields” button in-order to provide the enhanced functionality while creating P/O from O/E”.

Below optional field will be created under common services.

The same optional field will be assigned to the Purchase Order with Auto-Insert as “Yes”.

The same optional field will be assigned to the Purchase Order with Auto-Insert as “Yes”.

Step 2:

User can create the Purchase order as the Standard Sage 300 by clicking the Process button and after the P/O is created, Sage 300 provides a message box with the information/error messages. We need to click on the close button of the message box to process our customization. Our customization only copies the values for the selected options present in the “Copy to P/O” frame.

When an additional customization will be running, the Process button and Close button will be disabled and the status of the processing is displayed to the right of the Process button.

Step 3:

When the values in the P/O are updated, the optional field value at the P/O Purchase Order Header Optional Field “POFROMOE” is set to “Yes”. Values of all the selected options are copied to the respective Purchase Order Header and Purchase Order Detail.

Technical restrictions:

There are certain technical restrictions for copying/editing the values in the generated P/O’s from O/E:
This customization does not work for consolidate Items and Items with Insufficient Quantities as in that cased is there no proper mapping of the generated Purchase Order with Sales Order.
So, customization is very useful when we need to copy certain values from the Sales Order when Purchase order is created using the Sales order.

Also Read:

1.   Create POs from OE in Sage 300 ERP
2.   How to create PO from I/C
3.   Copy Purchase Orders in Sage 300 ERP
4.   Copy optional fields value on the Order Entry detail line
5.   Update long Comments in AR Invoice entry screen in Sage 300 ERP

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage 300 integration with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services to Sage business partners, end users, and Sage PSG worldwide

he Sage 300 v2018 has provided new features and various enhancements to existing Sage 300 screens. In this blog we are going to discuss about the new field included on A/R Invoice screen and O/E Invoice screen i.e. “Export Declaration Number.”

Export declarations provide Customs with details about goods intended for export. The Customs Service’s processes the information provided and issues an Export Declaration Number (EDN) upon acceptance. An EDN consists of nine alphanumeric characters. Export declarations can be lodged up to six months in advance of the date the goods are being exported.

New Stuff: Create P/O’s from O/E – Copy Comments and Optional Fields

In order to access the screen navigates to “Accounts Receivable”  -> A/R Transaction -> Invoice Entry ->Tax tab.

Kindly refer the below screenshot for the same.

In order to access the Order Entry screen navigates to “Order Entry”  -> O/E Transaction -> Invoice Entry Screen -> Tax Tab.

An Export Declaration Number field allows you to enter export declaration numbers for exported goods. This information is required for tax purposes in some jurisdictions (such as Malaysia and Singapore).

Note:  In sage 300 this field can take alpha-numeric value up to 30 characters and can be specified / edited by the user any time.

Also read:

1. Migrate AR Invoice (summary) from Sage Business Vision to Sage 300 ERP
2. Create GL Batch Entry from AR Invoice Entry
3. Create Single Invoice Entry from Multiple Receipt Entry in Sage 300 ERP
4. Change Document Number, Document Date and Posting Date of OE Shipment and OE Invoice before creating it from Order Entry Screen
5. Default Create OE Invoice in Sage 300 ERP

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage 300 integration with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services to Sage business partners, end users, and Sage PSG worldwide

In this blog, we will discuss how web services plays an important part in integration with 3rd party software. There are 2 types of integration – One is Run time & other is import export. Mostly for run time integration, web services are used which need to be called by the 3rd party application.

In this type of integration, we will create web service & provide XML structure. Customer needs to send data in the given XML structure only & call our web service. If the data is correct & valid then web services will automatically create entry in Sage 300.

New Stuff:- Sage 300 provision to set Export declaration number in sage 300 V 2018

Web service is an easy way to communicate with 3rd party application without hampering the existing system & this is the reason we will always suggest to go for web service integration, whenever any customer require integration.

Deployment:-

• We will provide you a folder that exists in published web services (as per your requirement).
• Copy all the files from that folder to newly create folder on below mentioned path.
• C (drive) –>inetpub–>wwwroot–>(Create new folder with suitable name)

Refer below screen:-

Once you have done with this, you will get same folder in IIS under default web sites. You need to convert it into application & restart IIS. Refer below screen shot.

Here you have completed with the deployment of web service, now your web service is ready for use with 3^rd party application.

Also Read:-

1. Power your online store with Magento – Sage ERP (Sage X3 and Sage 300) Integration
2. GUMU™ Integration for Salesforce with Sage 300-Features
3. XAPI Session from Web Service in Sage 300 ERP
4. GET XML FORMAT DATA FROM WEB SERVICE RESPONSE WITHOUT EXPORTING FILE FOR SAGE 300 ERP

Sage 300 for SME

In a competitive business environment, characterized by the demand for quality goods and services, it is essential for organizations to operate at their peak efficiency with lean operations. As multiple business processes are coupled with each other, managing tasks become complex in industries. To automate business processes, meet new demands and expectations, industries use robust ERP systems such as Sage 300 ERP (Accpac). Sage 300 ERP supports the lifeblood of entire business – its financials, inventory, projects, payments, sales order, customer management and more thereby providing a real-time and accurate information. SMEs and mid-sized companies are investing in quality management systems for specific departments of their industry as they have become a compelling and credible delivery model for business productivity.

Quality Control Module in Sage 300

Quality Management System for Industries

To deliver the key requirement of quality management system, Greytrix has extended the features of standard Sage 300 ERP. This extended module supplements the quality control system throughout any industry. The Purchase Quality Control module in Sage 300 maintains various parameters and specifications that simplify report generation for quality assurance and control. Organizations employing Sage 300 ERP in their business environment use Auto Simply Manufacturing Order to achieve efficient manufacturing business operation from material purchase to processing orders. They benefit from Greytrix Sage 300 Quality Control module as it is compatible with the third party connector. The features and benefits of Sage 300 Quality Control module are summarized below:

Features of Sage 300 Quality Control Module

• Seamless integration of Quality control with Purchase modules.
• Maintain metric parameters and specifications like length, width, height and density etc., for instruments used for measurements & quality assurance plan.
• Define expected specification & parameters at inventory level for comparing with actual values at the transaction level.
• Plan, publish and measure organizational quality program expectations and tracking.
• Observation entry to inspect materials received from vendors.
• Simplified reporting of QC module to track the quality of inventory.
• Enhance business processes for corrective and preventive actions and deliver high-quality products.

Benefits of Sage 300 Quality Control Module

• Improved data integrity and efficiency across departments within the supply chain.
• Automation of quality based processes for reduced overhead and operational costs.
• Capture real-time quality data such as traceability and inspection results for compliance, monitoring and maintenance.
• Identifying improvement opportunities and focusing on core business.
• Dynamic integrated approach from material inspection to the quality of finished products.

If you are looking to gain greater visibility into specific manufacturing operations while increasing speed, efficiency and overall customer satisfaction with your Sage 300 ERP (Accpac), write to us at accpac@greytrix.com

We have seen in our previous blogs on Document Numbering wherein the document number is generated based on Location, Account, Optional Field and bank code for transnational screen of PO, OE, IC, and AP Module.

In this blog, we will see how you can configure document numbering module so that it will generate the Document Number for PO entry which is created From Order Entry Screen based on the PO Type optional field set at Document Mapping screen.

New Stuff: Create P/O’s from O/E – Copy Comments and Optional Fields

First user needs to create one optional field “POTYPE” with values like Parts, machinery, Accessories and assign it for PO header optional field and set it to Auto insert.

1.PO Optional Field

Now on the Numbering mapping screen, user has to assign the different numbering for each optional field value i.e. for machines, Accessories and parts as shown in the below screen shot,

2. Document Mapping

Whenever user will use “Create PO from OE” option from OE screen it will give popup to set optional field value of POTYPE , and depend on the optional field value selected on the screen i.e. Parts, Accessories, Machinary, program generates the document numbering series defined on the mapping screen.
Please refer below screen shot for your reference.

3.OE Entry

4.PO entry

Also Read:

1. Document numbering Based On Optional Field
2. Document Numbering for AR Misc. Receipt
3. Set Document Numbering based on Bank Code for AP Module in Sage 300 ERP

With the release of new version of sage 2018 some new additional feature has been introduce. In this blog we are going to discuss additional feature on web toolbar i.e. Find and open recently used windows.

New Stuff: Document Numbering feature for “Create PO from OE”

With the new Sage 300 Version on the web screen new option i.e. Recently used windows has been introduced on toolbar which will list out the recently opened screens and also allow user to open that window from that list. It makes user to find and open those window which was recently used.

Check below screen shot to review where the new option is present on toolbar.

Here you can check the list of all recently open forms. Web screen will open the recently used window once you select option and click on that option from list to do any task.

Let’s check by clicking on any one recently used window.

Click on O/E Order screen -> OE Order screen will get open on single click.

This feature will help to improve the performance since it will reduce time to go back to module and open the window which is used previously.

Also read:

1. New Notes feature in Sage 300 Web screens
2. Easily customize screens in Sage 300c
3. Sage 300c Web Screens Installation
4. How to hide Sage 300 Web Screens using UI Profiles
5. Improve your Company’s Performance with Sage 300c

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage 300 integration with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 300 Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

The Sage 300 v2017 classic desktop and web i.e. Sage 300C both has provided various features and enhancements in terms of speed-up, more informative and user friendly. In this blog we are going to discuss about the new field introduced i.e. “Import Declaration Number” on P/O Invoice and A/P Invoice.

“Import Declaration Number” is basically the declaration document number of customs entry for imports. This document will be made and submitted by importer. An agent or Broker can submit the same on the importer’s behalf. This declaration documents includes details about goods intended for import. The Import Declaration Form shall be numbered respectively to ensure that each declaration form of the customs district can be uniquely identified by import within the same calendar year.

In most of the European countries, it is the common business practice to report the details of the import invoice when the payable tax is demanded for the tax paid on the invoice that was obtained from the Customs Agent. The VAT percentage that is included in the invoice from the Customs Agent varies and consequently cannot be calculated from the total amount on the invoice.

“IDN” or “Import Declaration Number” provides information about detailed customs clearance formalities of the landed goods have to be followed by the importers

New Stuff: Recently used windows option introduced in sage 300c V2018

In order to access the screen navigates to “Purchase Order” ->PO Transactions->PO Invoice Entry->Tax tab.

Kindly refer the below screenshot for the same :

In order to access the Account Receivables Invoice screen navigates to Account Payables -> A/P Transactions -> A/P Invoice Entry Screen -> Tax Tab

Note:

• In sage 300 this field can take alpha-numeric value up to 30 characters.

• The same can be specified / edited by the user any time. On PO Invoice Screen user can specify the same while creating new PO invoice record as ones posted user can not edit the same. On A/P Invoice user can specify /edit the same for new as well existing entry in the un-posted batch.

• For the A/P invoice batch which is generated from PO invoice as an effect of Day-end processing the “Import Declaration Number” from PO invoice is copied to the A/P Invoice batch entry for that invoice.

• This field is available from Sage 300 2017 both desktop and web version as well in the sage 300 v2018.

 Also read:

1. E-Return filing of Central Excise and Service Tax returns make easy with XML utility in SAGE 300 ERP

2. How can I setup a company to hit the Inventory costing while PO Invoice Posting?

3. Non Invoice PO Receipt Report

4. Adding new note to A/P Module

5. Significance of using “A/P Payment Selection Codes” screen in sage 300

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage 300 integration with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 300 Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

In this blog we are going to discuss about the enhanced feature provided in Sage 300 v2018 i.e. Notes.

New Stuff: Sage 300 – Provision to set Import Declaration Number

This feature allows us to create our own notes fields that we can attach to Customers, Vendors and Inventory items. When we open a Customer, Vendor or Inventory item with a note it automatically pops up. These notes can be used for keeping any particular information against any of these entities or to keep a reminder for the same.

To add a note:

1. On the Sage 300 Desktop, click Notes.
2. On the Notes screen, click Create New.

If a particular customer, vendor, or inventory item is specified in the fields at the top of the Notes screen, the new note is assigned to that record by default.

1. On the Create Note screen, enter details for the note. Enter note content in the text editor, and also enter information in the following fields:
2. Note For and Customer/Vendor/Item Number. Specify the customer, vendor, or inventory item that the note is for.
3.  A note can be assigned to only one record: either a customer, a vendor, or an inventory item.Click Save.

So using this new feature we can easily set the additional notes to a particular Customer, Vendor and Inventory item.

• Active on Specific Dates. Select this option to make the note active during a specific period of time. After you select this option, specify the dates when the note will be active in the Active From and Active To fields.

• Cannot be dismissed. This option is selected by default. Clear this option if you want users to be able to dismiss the note.

If a user dismisses a note, that user will not see the note again unless they open the Notes screen and restore the note by clicking Restore.

Also Read:
1) Migrate PO Receipts from Sage Business Vision to Sage 300 ERP Part-II
2) Migrate Sage Business Vision Company Database to Sage 300 ERP
3) Migrate AP Invoice (summary) from Sage Business Vision to Sage 300 ERP
4) Migrate AP Payments from Sage Business Vision ERP to Sage 300 ERP
5) Migrate AR Invoice (summary) from Sage Business Vision to Sage 300 ERP

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage 300 integration with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 300 Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

In earlier versions of Sage 300 ERP an option called Close Company was present under the File menu. The purpose of this option is to close the active Sage 300 Company.

New Stuff: New Notes feature in Sage 300 Web screens

It is present in earlier version as an option which has been upgraded as a separate icon on main task bar of Sage 300 desktop in sage 300 v2018.

After clicking on Close Company icon, Sage 300 I first validating if any screen is opened and showing the warning if any. After closing all the opened screen and clicking on the Close Company icon it will close the Sage 300 desktop and display start page. User can open the new Sage 300 company by clicking on Open Company icon.

Also Read:

1. New Feature with Sage 300 v2017 Patch 2 for Email Settings on Company Profile
2. Improve your Company’s Performance with Sage 300c
3. How to restore company data in Sage Business Vision
4. How to take backup of company data in Sage Business Vision
5. Provision to set additional fiscal period for the Sage 300 Company

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage 300 integration with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 300 Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

Delivering bulk shipments on time is one of the most crucial aspects for organizations across industries. There are number of tedious and time consuming task involved to ensure that all the orders are processed and delivered accurately on time.

To simplify the shipment tasks of organizations and efficiently manage the costs while exceeding customer satisfaction, Greytrix with an expertise in Sage 300 SDK brings to organizations implementing Sage 300 as their business management system, a component called “Quick Shipment”. With this component, the shipping personnel can view all the open orders and post shipment for desired orders.

Quick Shipment is integrated with the Order Entry module of Sage 300. The program selects all the open and partially shipped orders. In order to ship, orders need to be individually selected and then clicking on “Ship All” button will process the shipment of all the selected orders. Any errors during the process can be easily interpreted using the log report generated by the program itself. After the shipment is done, users can print the Picking Slip from the interface itself.

Also Read: How to Ship Bulk orders in Sage 300?

Sage 300 Quick Shipment has advanced filtering parameters like Order date, Delivery date, Order amount and Order Number so that users can filter the records according to the desired range. Consolidate Shipments is provided that allows users to consolidate multiple orders in a single shipment.

Also Read: New enhancements in Quick Shipment for Sage 300

Sage 300 Quick Shipment is easy to deploy and works with previous versions of Sage 300 ERP 2012, 2014 and Sage 300 ERP v6.0 A.

Benefits of Sage 300 Quick Shipment:

• Facilitates bulk shipments for orders
• Easy deployment in Sage 300 ERP
• Version compatibility with different Sage 300 ERP
• Print Picking slips after processing the shipment

If you are looking to gain greater visibility into specific business operations while increasing speed, efficiency and overall customer satisfaction with your Sage 300 ERP (Accpac), write to us at accpac@greytrix.com

Credit cards offer a flexible way to cover unexpected expenses and build up a good financial reputation. That’s why Sage Payment Solutions provides a variety of ways to accept and process payments in Sage 300 ERP. In this blog we are going to discuss what credit card pre-authorizations is.

New Stuff: How-to-process-credit-card-payments-in-OE

Pre-authorizing a credit card puts a temporary hold customer’s funds. The hold lasts approximately five or seven days, depending on your MCC (merchant classification code). The customer can’t withdraw the money from an ATM or spend the money elsewhere while the hold is in place. However, no money is actually debited when a card pre-authorization takes place. When it comes time for the customer to pay, the funds on hold can then be ‘captured’.

When you create a pre-authorization, the cardholder’s credit limit is reduced by the amount of the pre-authorization until the pre-authorization is captured or expires.

If the pre-authorization expires, then the funds are released back to the cardholder and again the customer will have to process for new payment.

If a pre-authorization has expired recently, you may be able to force a payment for the pre-authorized amount.

If you want to cancel the order, you can process void pre-authorization.

You can use void pre-authorized credit card payment for an order if the payment has not yet been processed.

Note:
if an order will not shipped within or before seven days, so in this case you should not pre-authorize a credit card payment for that order. If you do, the pre-authorization may expire, in which case your merchant service provider will charge a fee. (Credit card pre-authorization in Sage Payment Solutions expires after approximately seven days.)

Rather than pre-authorize a credit card payment, you can process an initial prepayment (advance payment) when the order is created, and then process the balance when the order is shipped.

Pre-authorization can reduce fees, while also providing your customer with a good experience. Here are the main benefits of pre-authorization.

1. Ensures customers pay for their services.

By putting a hold on customer funds, you never have to fear that a customer will leave      without paying for the services they used.

2. Avoids refund fees.

Many card processors charge a fee for refunds. If you have not captured the payment yet, you can cancel the pre-authorization amount and no refund is needed, so no fees are incurred.

Also read:

1. New-features-in-order-entry-payment-screen
2. AR prepayment-creation-through-order-entry
3. Check/Payment Register Report
4. Reverse Receipt and Payment in Sage 300 ERP
5. Migration of Credit Card Transactions from QuickBooks to Sage 300

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage 300 integration with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 300 Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

While opening the Sage 300 ERP, many times we are facing an issue cannot connect to WMI provider.

New Stuff : Credit card Pre-authorization

In this blog we are going to discuss how to resolve this error.

Solution:

1. Run command prompt as Administrative rights.
2. Run “C:\Program Files (x86)\Microsoft SQL Server\120\Shared\sqlmgmproviderxpsp2up.mof “

3. Also note that in “.mof” file on machine is under 120 folder i.e. “C:\Program Files (x86)\Microsoft SQL Server\120\Shared”. Depends on SQL version installed, you may have it in different folder. The value of that number depends on the version of SQL Server. i.e.

1. If you have Microsoft SQL Server 2014, folder 120.
2. If you have Microsoft SQL Server 201, folder 110.
3. If you have Microsoft SQL Server 2008 R2, folder 100.
4. If you have Microsoft SQL Server 2008, folder 100.
5. If you have Microsoft SQL Server 2005, folder 90.

4. After following the process, Restart the system and login Sage 300 with Administrative right.

Also read:

1.      Close company option in sage 300 2018
2.      New feature with sage 300 v2017 patch 2 for email settings on company profile
3.      Sage 300 provision to set import declaration number
4.      Recently used windows option introduced in sage 300c v2018

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage 300 integration with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 300 Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

In this blog we are going to discuss what void Credit Card Pre-authorization process is and how to use void Credit Card Pre-authorization.

New Stuff: Cannot connect to WMI provider Error

If a credit card pre-authorized payment has not been settled in Sage Payment Solutions, you can void a Credit Card Pre-authorization. If a transaction has been settled in Sage Payment Solutions, it cannot be void Credit Card Pre-authorization.

To void a credit card pre-authorization:

1. Open Order Entry> O/E Transactions > Order Entry.

2. Select an order number for which a credit card payment has been pre-authorized.
Note: If credit card payment has not been pre-authorization for an order, so
Void Pre- authorization button will not appear on OE screen.

3. Click Void Pre-auth. The O/E Pre-authorization screen appears.

4. Click Void. The Process Credit Card screen appears.

5. Click Void Pre-authorization. Sage Payment Solutions voids the pre-authorization.

6. Click OK

7. Close the O/E Pre-authorization and Void Pre-authorization windows. After this, you will be back at the Order Entry window. Click the Post button, then click the Close button. You have now voided a Pre-authorization transaction.

Also read:

1. AR prepayment-creation-through-order-entry
2. New-features-in-order-entry-payment-screen
3. Close Company Option in Sage 300 2018
4. Credit card Pre-authorization

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage 300 integration with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 300 Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

We all know that Greytrix Extended Report Pack is a combination of registers and vouchers, which are specifically designed and configure to meet Indian Business working style. It comprises a set of 7 form formats supported by Sage 300 ERP, to optimize business Reporting for Indian client base.
New Stuff: Close Company Option in Sage 300 2018
As we all know now the GST is in the market which replace many of the indirect taxes like Central Excise, Service tax and VAT which commenced in 1st July 2017. So accordingly taxes structure got changed and it was necessary to make our Extended Report pack should be compatible with the new GST tax structure. So we have made our extended Report pack compatible in a way that the vouchers and registers will now have GST tax structure instead of Excise, CESS and other indirect taxes.
In this blog, we will discuss on the vouchers part. Let us discuss first Invoice voucher, as shown in the screen shot, the layout of the voucher is same as it is like Account details, Vendor Details, entry Details the only change we did in the vouchers that it prints the GST tax Amounts in both the currencies i.e. functional and vendor currency. This makes an easy for an Accountant people to take an approval against this voucher from their senior manager.

AP Invoice Voucher

AP Invoice Voucher with GST

In similar manner we have changed the format of the Purchase and sales Register as per the statutory requirement which we will discuss in our next blog.

Also Read:
1. Void Credit Card Pre-authorization
2. Cannot connect to WMI provider Error
3. Credit card Pre-authorization
4. Manage Bulk Shipments in a Click with Sage 300 Quick Shipment Component

In this blog we are going to discuss about the Inquiry Button on Sage 300 version 2018 (Web screen).

New Stuff : Extended Report Pack now compatible with GST

This new enhanced feature allow us to get the information of all the AR Related documents very much quickly and effectively.

1. Here is the below screenshot where we can find the Inquiry button.

2. The button click will further take us to the option where we can select two options to view the AR Documents i.e. Documents and Customer Documents. Here is the screenshot below.

3. Let’s go ahead with the Documents We can filter the data according to the Document No. as we want refer below screenshot. We have filter AR Documents with AR Invoice No. IN00000000000000000002. Here is the screenshot below.

4. The second option Customer Documents consist of multiple search criteria i.e. we can select Customer No, Document Type, Payment Status and National Account No. We have filtered the AR Customer Documents with Customer No 1200, Document Type with Invoice and Payment Status (Fully Paid) with Here is the screenshot below.

So this feature is very helpful and efficient for searching the  desired results.

Also Read:
1) Migrate PO Receipts from Sage Business Vision to Sage 300 ERP Part-II
2) Migrate Sage Business Vision Company Database to Sage 300 ERP
3) Migrate AP Invoice (summary) from Sage Business Vision to Sage 300 ERP
4) Migrate AP Payments from Sage Business Vision ERP to Sage 300 ERP
5) Migrate AR Invoice (summary) from Sage Business Vision to Sage 300 ERP

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage 300 integration with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 300 Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

GUMU™  for Sage 100 US 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.

Data migration is always a challenging task to perform. We migrate data with help of our Sage certified migration utility in accordance to our well defined migration process.

Our GUMU™ migration utility is compatible to convert Master and Open transactions for Account payables and account receivables and GL historical data from Sage 100 ERP to Sage 300 ERP.

New Stuff: Migrate Customers from Sage 100 ERP to Sage 300 ERP

In last blog we have discussed about migration of Terms code from Sage 100 to Sage 300 ERP. Today, we will discuss about migrate A/R Terms information from Sage 100 ERP to Sage 300 ERP in our ERP Migration services.

In the below screenshot we can see the terms code are assigned to the Customers masters. We can view Customer Terms code by following below path in Sage 100 ERP:

In Sage 100 ERP, Modules –> Accounts Receivable –> Main–> Customer Maintenance.

After data migration process, in the below screenshot we can see the terms code are assigned to the Customers masters in Sage 300 ERP. We can view Customer Terms code from the following path in Sage 300 ERP:
In Sage 300 ERP, Account Receivable -> A/R Customers -> Customers.

In this way, Sage 100 ERP A/R Terms details are migrated into Sage 300 ERP company database. Greytrix is one stop solution provider for Sage ERP and Sage CRM needs.

We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

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.

Also Read:
1) Migrate Banks from Sage 100 ERP 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

Many a time’s business scenarios surfaces along wherein the Purchase receipt and the Purchase Invoices value does not match as the Vendor had not sent all the ordered goods at the time of delivery, but the PO Invoice is sent for the complete purchase order. We have depicted similar situation below and its solution as to how to implement this using standard Sage 300.

New Stuff: – Inquiry Button on Sage 300 2018

Company 1 ordered 2 products to purchase from the Vendor 1200.

Step 1- Users creates purchase order for 2 product and raises the purchase order to the Vendor as shown below.

But at the time of receipt, the Vendor only delivered partial Purchase order, in this case he/she received only 1 product against the 2 products in Purchase order details. So the user generates the Purchase receipt for only 1 product by entering the quantity for the product received.

But the vendor issued Invoice for all the 2 product and credit note of 1 product. So will check how this situation will get handle in sage 300.

Step 2 – While creating the PO receipt entry user can follow below steps.

1. Entered “Quantity Outstanding” as 0 for the products not received.
2. Quantity canceled will get display as 10 (Original Ordered quantity).
3. This will make the receipt line as completed even it is not physically received the goods.
4. Post the receipt.

Step 3- Generate PO invoice against the PO Receipt.

1. Create PO invoice with the quantity information present on the Vendor Invoice report for the non-received Item.

Step 4- Final steps is to punch in the Credit note that the Vendor sent for the 1 Receipt item. Please note that this credit note will be against a PO Invoice. Then select invoice number and change Quantity and the Price for the Non received Item as per Vendors Credit note.

Using above flow you can achieve the result for partial receipt, but Invoice on Purchase order information.

Also Read:

• Aspect of PO Type and Order Type “Future”
• Creating Purchase Order By Using Sales Order details in Sage 300.
• Template Provision in Sage 300 ERP (Purchase Orders Module)
• Allow Fractional Quantities in Purchase Order
• Aged Purchase Order Report in Sage 300 ERP

About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix have some unique solutions of Sage 300 integration with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 300 Services, please contact us at accpac@greytrix.com. We will be glad to assist you.

GUMU™  for Sage 100 US 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. Data migration is always a challenging task to perform. We migrate data with help of our Sage certified migration utility in accordance to our well defined migration process.

Our GUMU™ migration utility is compatible to convert Master and Open transactions for Account payables and account receivables and GL historical data from Sage 100 ERP to Sage 300 ERP.

New Stuff: Migrate Customers from Sage 100 ERP to Sage 300 ERP

Today, we will discuss about migrate Terms information from Sage 100 ERP to Sage 300 ERP in our ERP Migration services. In our next blog we will discuss how AP and AR terms will get converted.

Terms of Payment are conditions agreed between business partners for the payment of invoices. The conditions define the due date and the cash discount offered for payment of the invoice within a certain period. Terms of payment enable the system to calculate a cash discount and invoice due date.

To Find Terms details in Sage 100 ERP you have two options.

1. A/P Vendors Terms: Accounts Payables -> Setup -> Terms Code Maintenance.
2. A/R Customers Terms: Accounts Receivable -> Setup -> Terms Code Maintenance.

Let’s have a quick look on the Sage 100 ERP Terms Code maintenance screen.

After migration process you can view Terms code from below path in Sage 300 ERP.

1. A/P Vendors Terms: Accounts Payable -> A/P Setup -> Terms.
2. A/R Customers Terms: Accounts Receivable -> A/R Setup -> Terms.

In this way, Sage 100 ERP Terms details are migrated into Sage 300 ERP company database. Greytrix is one stop solution provider for Sage ERP and Sage CRM needs.

We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

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.

Also Read:
1) Migrate Banks from Sage 100 ERP 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