Sage 300 ERP – Tips, Tricks and Components

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.

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 Item Masters from Sage 100 ERP to Sage 300 ERP

Today, we will discuss about migrating miscellaneous Item master information from Sage 100 ERP to Sage 300 ERP in our ERP Migration services.

To open a miscellaneous item master screen in Sage 100 ERP, go to
Modules -> Common Information -> Miscellaneous Item Maintenance.
Let’s have a quick look on the Sage 100 ERP Miscellaneous item maintenance screen.

After data migration from Sage 100 ERP to Sage 300 ERP, the field value of Sage 100 Items gets converted as below:

In this way, Sage 100 ERP Miscellaneous Item 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

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/P 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 vendor masters. We can view vendor Terms code from the following path in Sage 100 ERP:
In Sage 100 ERP, Modules –> Accounts payable –> Main–> Vendor Maintenance.

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

In this way, Sage 100 ERP A/P 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.

GUMU™ for Sage 100 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.

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.

In this blog we will discuss about how GUMU™ migrates AP invoice from Sage 100 ERP to Sage 300 ERP (Formerly known as Accpac).

New Stuff: Migrate Sales Invoice from Sage 50 US to Sage 300 ERP
Now, we will discuss about migrating AP invoice from Sage 100 ERP to Sage 300 ERP in our ERP Migration services. Let’s have a quick look on the Sage 100 ERP AP invoice screen.

In the below screenshot you can see that the AP invoice is converted in Sage 300 ERP.

In this way, Sage 100 AP Invoice details are migrated into target Sage 300 ERP company database.

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 100 integration with Sage CRM, and Salesforce.com along with Sage 100 Migration from Sage 50 US, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide.

For more details on Sage 100 Services, please contact us at sage@greytrix.com. We will be glad to assist you.

Also Read:

1) Migrate Item Masters from Sage 100 ERP to Sage 300 ERP
2) Migrate Vendors from Sage 100 ERP to Sage 300 ERP
3) Migrate Banks from Sage 100 ERP to Sage 300 ERP
4) Migrate Banks from QuickBooks to Sage 100 ERP

Greytrix is a pioneer in providing migration services at its Sage Migration Centre and catering end-users business requirements.

Data migration is always a challenging task to perform. We migrate data with our well defined migration process.

In this blog we will discuss about how OE Invoices are migrated from Microsoft GP to Sage 300 ERP (Formerly known as Accpac).

New Stuff: Migrate Vendor Expense Account from Sage 50 US (Peachtree) to Sage 300 ERP

In the below screenshot you can see an GP Invoice with Item details. To view an Invoice in GP, you can follow the below mentioned path:

Open GP –> Sales Tab -> All Sales Transaction -> Click on an Invoice.

You can view Customer Ship via code in Sage 300 from the following path –

Order Entry -> O/E Transactions-> Invoice Entry -> Select an Invoice:

Below is the screen shot of an OE invoice that is migrated from GP:

Below is the screenshot of the Total Amount screen with tax amount in it:

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

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.

Also Read:

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.

In this blog we will discuss about how GUMU™ migrates item vendor from Sage 100 ERP to Sage 300 ERP (Formerly known as Accpac).

New Stuff: Migrate product line from sage 100 ERP to sage 300 ERP

Now, we will discuss about migrating item vendor from Sage 100 ERP to Sage 300 ERP in our ERP Migration services. Let’s have a quick look on the Sage 100 ERP item maintenance screen.
You can see the list of item vendor in Sage 100 ERP from the following path:
Inventory Management–>Item maintenance
In the above screenshot you can see the vendor ‘CONT’ which is assigned to item ‘1001-HON-H252’

Here you can view the converted item vendor in sage 300 ERP. Let’s have a quick look on the Sage 100 ERP I/C vendor Details screen.
You can see the item vendor in Sage 300 ERP from the following path:
Inventory Control–>I/C items and Price lists–> vendor detailsIn this way item vendor can migrate from Sage 100 ERP to Sage 300 ERP in our migration services.

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.

For more details on Sage 100 Services, please contact us at sage@greytrix.com. We will be glad to

Also Read:

Greytrix is a pioneer in providing migration services at its Sage Migration Centre and catering end-users business requirements.

Data migration is always a challenging task to perform. We migrate data with our well defined migration process.

In this blog we will discuss about how Customer Details are migrated from Microsoft Dynamics GP to Sage 300 ERP (Formerly known as AccPac).

New Stuff: Migrate OE Invoice from Microsoft Dynamics GP to Sage 300 ERP

In the below screenshot you can see a Customer detail in GP. To view the Customer in GP follow the below mentioned path:

Open GP –> Go to Sales Tab -> Customers -> Click on a customer.

You can view Customer in Sage 300 from the following path –
Account Receivables->A/R Customers ->Customers -> select a customer

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

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.

Also Read:

Greytrix is a pioneer in providing migration services at its Sage Migration Centre and catering end-users business requirements.

Data migration is always a challenging task to perform. We migrate data with our well defined migration process.

In this previous blog, we discussed about how OE Invoices are migrated from Microsoft Dynamics GP to Sage 300 ERP (Formerly known as AccPac). Today, we will discuss how the Item used in the OE invoice will get migrated from Microsoft Dynamics GP to Sage 300.

New Stuff: Migrate Customer from Microsoft Dynamics GP to Sage 300 ERP

In the below screenshot you can see an Item detail in GP. To view the Item in GP follow the below mentioned path:

Open GP –> Go to Inventory Tab -> Inquiry -> Select an Item.

You can view Item in Sage 300 from the following path –
Inventory Control ->I/C Items and Price Lists ->Items -> select an Item

For the Item UOM, go to the Units Tab:

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

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.

Also Read:

For SMEs, as a business expands, traditional accounting and invoicing functionalities run into challenges and falls short of the business needs. Managing day-to-day accounting tasks such as tracking finances, invoicing, analyzing cash flow, and company’s performance becomes cumbersome with traditional accounting systems. This slows down invoicing time, increasing the workload of accounting individual, increasing manual data entry errors and reduces efficiency.

Sage 300 ERP – an on-premise business management solution has the potential to deliver best practices in business operations. It not just manages finances, operations or inventory but it improves visibility and efficiency in the business workflow. Sage 300 ERP effortlessly integrates your sales and service functions for streamlined, end to end financial management with improved reporting.

Apart from managing the daily churn of purchase and sales, businesses need to handle periodic invoices of the organization. With purchase and sales taking most of the crucial time, it’s quite obvious that posting of invoices gets delayed. Irregular invoicing leads to late payments and causes financial losses to the organization. To simplify the processing of large volumes of invoices, Greytrix has developed a unique standalone component called “Bulk Invoicing”. This component provides the feature of invoicing multiple shipments from multiple customers at the same time. The key highlight of this component is the possibility of listing out all the open shipments for which invoice needs to be generated in Sage 300. The bulk invoicing component assists users to view all the open shipments which are not invoiced.

Bulk Invoicing component is ideal for companies with multiple clients to bill for varied periodicity such as monthly, quarterly, or yearly billing cycle. Using bulk invoicing component, you can filter and search your clients, find a specific type of work you want to invoice. This results in quick creation and delivery of invoices to all your clients. It speeds up your invoicing time, allowing you to print all of them in a single click. The Bulk invoicing component avoids duplication of invoices, eliminates data entry errors, essentially handling the periodic invoices of your business.

Sage 300 Bulk Invoicing component is developed using Sage 300 SDK, which is easy to deploy and works with Sage 300 ERP V2014, v2012 and Sage 300 ERP v6.0A

Manage Bulk Shipments in a Click with Sage 300 Quick Shipment Component

Benefits of Sage 300 Bulk Invoicing Component:

Hassle free and effective management of invoicing process
Automated processing of large volumes of invoices
Cost and time effective process
Improves cash flow
Better invoice tracking
Streamlined invoicing process
Eliminates data entry errors
Avoids duplication of invoices

If you need to bill multiple clients regularly, then bulk invoicing component saves time and increase productivity that, leaves you with more time to handle crucial business operations. Need more information on this Sage 300 component, then write to us at accpac@greytrix.com

Related Resources:

In our previous blog of Pending GRN report, we have seen that you can extract the same in excel in quick time. In this blog, we will discuss how you can extract IC transfer data that is pending for IC receipt.

Sometime it is difficult to track pending transit transfer for particular date range in simple understandable format. To overcome this point, we have developed a customized report called IC Pending Transfer Report in Sage 300. The Report has been developed for one of our client with filter criteria as:

Filter criteria:

From and To Date

New Stuff: Accelerate the multiple invoicing process in Sage 300 with Bulk Invoicing component

Report UI:

This report will provide you item wise data of posted transfer for selected date range.

Below is the sample output of this report.

This report will help you track pending transfer for particular date range as transfer number, document date, postdate, item no, item description, from location, to location, transfer quantity, UOM & extended cost etc.

Report will directly export data in excel format, so with the help of that user can easily sort the data whichever he/she wants.

We can customize this report & add columns as per your requirement.

Also Read:

Sage 300 Macros are widely used to achieve custom requirements as VBA is a standard macros language and gives great power to customize Sage 300.

New Stuff : Generic GL Import Macro for Sage 300 ERP

Macros are used to interact the basic modules of an ERP software, with business logic, done at the time of entries manually. In an easy language macros saves user time to create entries manually and can create multiple entries more efficiently enabling the user to enter bulk data at a single time.

In a general scenario suppose a user has to create 500 items to use in his inventory and he has to create them manually, it becomes very difficult for him to do so correctly in a stipulated time. For such scenarios, we have created IC Item Import Macro to handle this scenario in which the user can entered multiple items at single time through importing data from excel sheet. This will save users time and can help him to complete his business process much faster.

The utility which we are providing for IC Import Macro are as below:

Below we have attached new screenshot in which we have added few fields of IC Item Master in which we can directly insert item from the excel sheet to Sage 300 through macro.

In the above screenshot we have written 5 items in the excel to insert 5 different items in the system. Likewise we can insert multiple items at single time through writing data in excel. After Inserting from the Excel Import we are adding new screenshot below of IC Item Master in which a new item has been created successfully.

We just have to take care about all the columns present in excel has been created in Sage 300 for the particular item.

The main purpose of creating IC Item Import macro is to provide our customer an easy and fast way to insert items in Sage 300 system and to save the user time while creating IC Item Master Entries.

Also Read:

1.Generic GL Import Macro for Sage 300 ERP

2.Dealing with Macros while Sage 300 version upgrades

3.Edit a Macro without installing Sage 300 SDK

4.How Are Sage 300 Macros Used

5.Difference between Sage 300 Macro and OCX

In our previous few blogs, you must have read about the web API according we can create to fit your requirement & use with any of third party software. In this blog, we will discuss about the web API that will give you on-hand quantity of any of the item that exists in Sage 300.

New Stuff : Generic IC Item Import Macro for Sage 300 ERP

This API can mostly useful for ecommerce web sites to know the present on-hand quantity before placing the order.

Below is the simple XML structure in which you need to pass item no to know on-hand quantity of any of the particular item which are available in web store.

Once you will send this information (item number) to our API, this will give you return information in below XML structure.

If you pass “ALL” keyword to know information for all the web store items, then it will give you return data like below structure.

Like this we can also add more information which you need in this structure.

Also Read :

1. Importance of web services in Sage 300 integration

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

3. GET XML FORMAT DATA FROM WEB SERVICE RESPONSE WITHOUT EXPORTING FILE FOR SAGE 300 ERP

4. Use of third party XML files for making automated entries in SAGE 300 ERP

5. XAPI Session from Web Service in Sage 300 ERP

Today, organizations are increasingly becoming more and more system-oriented and utilize cutting-edge enterprise solutions to make critical business processes user-friendly and seamless. As we are living in a competitive world, it is equally important for businesses to have well-integrated enterprise management solutions. CRM and ERP solutions are widely used enterprise technology tools to manage and improve key business operations globally.

New Stuff : Web API to know On-Hand Quantity of Any Item in Sage 300

CRM stands for Customer Relationship Management, which helps to track and manage data pertaining to customers, leads, prospects and opportunities. It helps businesses to understand customer behavior and purchase patterns. Most importantly, CRM solution helps maintain the customer lifecycle for businesses. For example, when you enter the details of a new customer in your CRM system by creating new customer and when that customer places an order, the system creates order entry.

ERP software or Enterprise Resource Planning system as we know is used to manage diverse business operations such as inventory management, production planning, manufacturing, accounting, etc.

Businesses in today’s competitive era in an attempt to stay agile are integrating CRM software with ERP solution. For instance, order created in your CRM solution automatically reflects in your ERP system to make sure that everyone stays on the same page leaving no room for data entry errors.

Please refer the below screenshot:

In screenshot above, when we click on ‘Go’ button, the orders from CRM filled into the Grid depends on filter criteria. Further, the “Sage Order Number” column is to add the Sage Order Number against the CRM Orders. When you click on “Process”, then only the selected orders get created in ERP ‘Order Entry’ category. We have applied few validations on the screen to limit the duplication of CRM orders in ERP.

For integration between CRM and ERP orders, it is necessary that they should have some similarity or the logic to get the Item Number, Location, Quantity, Unit Price, Customer Number etc., which are necessary to create order entry into Sage 300

CRM to ERP integration is very important when you deal with multiple vendors, since it helps save time and manual cumbersome work of creating orders in ERP and the same in CRM software.

Also Read :

Bulk Sales Orders and Purchase Orders Processing from Sage CRM to Sage 300

CRM for Starters in Sage 300 ERP

Printing Custom Sage 300 Report from Sage CRM

Customize Sage CRM Order Screens to Promote Orders into Sage 300 ERP

Web Services API plays very important & vital role in Sage 300 as we can import/export bulk data entries at one time. We have created new API for user to create AR Invoice Entry in Sage 300 and all the parameters of the entry will be import from XML Structure Code.

New Stuff : Order Integration from CRM to Sage 300 ERP

Web services can be executed from 3^rd party applications or using these web service reference you can call method exists in web service. We can also create debit & credit note against the respective AR Invoices done against the particular customer. Here we have also apply some validations for mandatory fields required to create AR Invoice.

Below is the XML structure in which you need to send an information to our API:

After passing the above information below is the entry which is created:

In this you can also send bulk of entries of AR invoice as per above XML Structure & can create multiple AR invoice entries with their details.

The main purpose of this blog is to make the user aware about web service in sage 300 so that the data entry which is created in Sage 300 manually can be easily done & processed in Sage 300 through our API.

Also Read:

XAPI Session from Web Service in Sage 300 ERP

Importance of web services in Sage 300 integration

Sage 300 – Provision to set Import Declaration Number

GET XML FORMAT DATA FROM WEB SERVICE RESPONSE WITHOUT EXPORTING FILE FOR SAGE 300 ERP

Web API to know On-Hand Quantity of Any Item in Sage 300

There may be a scenario where the user may not invoice the entire inventory for shipment. There will also be a scenario where the user reviews the invoice after the shipment but the partial shipped lines are also visible on the invoice details. In this case, the user is unable to easily locate between fully shipped lines from partial Shipped lines.

New Stuff: Import AR Invoice with Web API in Sage 300

When a user opens any invoice detail to process the invoice, the remaining backorder line items also are, they may be completed as well as non-completed detail lines. So it adds up more effort on the part of the user to locate the lines which are yet to be invoiced.

To handle this scenario, we have developed a simple, yet useful component in which we have customized Standard OE Invoice screen and provided a feature to hide the completed detail lines from the invoice details.

As you can see in above screen shot of Order “IN0000000000062” contains multiple line items in which some items are completed. So in this situation, filtering out partial shipped items and shipping it again become the cumbersome process. So in order to hide the completed detail lines and make the invoicing process effortless we have provided the checkbox known as “Hide Completed Line Items”.

Once, the user checks the “Hide Completed Line Items” checkbox, the completed detail lines are hide from the invoice detail and only those line which are not yet invoiced are filtered on the invoice detail grid, as shown in the below screenshot:

Hence with the help of this feature, users can easily filter between the completed and non-completed invoice detail line.

Note: This customization is done using Sage 300 SDK, as a result easy to deploy and it works with Sage 300 ERP v2017.

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 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 the last blog, we have discussed about “How to locate No. of Shipments in Sage 300 ERP for an Order” where user can find the number of Shipments created for an order. As we have discussed that Sage 300 provides a functionality where user can create a shipment of an order according to the required Item and its quantity, number of shipments varies depending on the detail line item.

New Stuff: Hide Completed Lines in OE Invoice Entry Screen

Whenever the shipment is created in Sage 300 ERP, the order number is stored in the Shipment against the line item. Sage 300 also has a column in Order Entry Screen → Order Details, where the number of items has been shipped under column “Shipped To Date” can be checked.

We have created an order with 3 different line items, each item has different quantities. These items are shipped with different number of quantity depending on the items. No. of Shipments created for the order are 4 as per the requirement till date.

Consider the line number 1, which has been shipped in 2 different shipments. Refer below snapshot for the same.

Consider the line number 2, which has been shipped in 4 different shipments. Refer below snapshot for the same.

So, user can get the exact shipment number and list of Shipments on the item level which helps to track the Sage 300 shipments.

Also Read:

About Us

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

General ledger is a very important module of an ERP system. It contains the company’s assets, liabilities, owners’ equity, revenue, and expenses. This module contains the company’s accounting records. The GL holds the financial transactions of the company. This module contains the detail information that is necessary to prepare the ledger reports, liabilities etc.

For one client, we have create a Report containing the GL information. This report is different from the other reports as it not only contains GL information but also contains information of the source document.

New Stuff : How to find the list of Shipments for the shipped Items in an Order

The user interface would be look like below:

We have added ‘FROM’ and ‘TO’ GL batch Number, Document Date and period-year filter to limit the output of report. The report is exported in Excel, hence formatting and other activities can be easier.

The output of the report would be like below:

The report consist of GL batch entry number, posting date, source Batch Entry Number, Source document number, Debit – credit Amount, source taxes and locations etc.

The excel format is enhancing the report ability. This report is useful when you want to see the GL details along with the source document details.

Also Read:

In the previous blog we have seen details about auto generated vendor number on Vendor Master Screen for reference –

new Stuff :-Auto Vendor / Customer Code Generation in Sage 300 ERP

Continued with the same have done customization on the same vendor master screen for exact validation of GSTIN & PAN No according to the defined format by government. The purpose of this validation is to enter GSTIN & PAN No in proper format without any mistake. Now days according to the government norms these are the 2 important numbers which every customer & vendor has.

Below is the screenshot of A/P Vendor Master Screen in which we have created customization:

We have done validation in which we have checked the length and every character of optional field value and will not allow user to save Vendor record until the characters are valid as per defined format.

Suppose if the user has optional field named as GSTIN & PAN and want to validate the same with specific characters & length. Below are the conditions:

1) GSTIN should have 15 alphanumeric characters & PAN should have 10 alphanumeric characters. And also in GSTIN the First 2 should be numeric, next 5 should be character, next 4 should be numeric, next 1 should be character, next 1 should be numeric, next 1 should be character & last 1 should be numeric.

2) And in PAN First five characters are letters, next four numerals and last character letter.

If the user entered value of optional field doesn’t satisfy the above condition then the system will throw error message to enter valid GSTIN no or PAN no and will not allow user to create vendor until the above conditions are satisfied.

Below is the screenshot for the same when the user entered invalid optional field value named as PAN. For E.g.: Vendor Number C00004 has entered invalid optional field value for PAN. So the system will give below error message for asking user to enter valid PAN No in optional field value while saving the records.

The same goes with GSTIN No also, Vendor Number C00004 has entered invalid optional field value for GSTIN so the system will give below error message for asking user to enter valid GSTIN No in optional field value while saving the records.

The main purpose of this blog is to provide validation to enter correct & valid optional field value in the system.

Also Read:-

Enterprise resource Planning is type of software that connects day-to-day business process including order management, inventory and customer relation management. The main application of an ERP Software is to collect and organize data from various levels and provide the management a clear picture of profit and loss.

New Stuff: GL Report with Source Document Tax Amount

In this blog we will discussed about AP invoice – How to export/ maintain record of AP invoice Entries using AP Invoice Utility

We have solution to maintain / export all those data to Excel Sheet from Sage 300.

In Sage 300 ERP, we have developed a new utility to Export Number of Batches using a single User Interface (we will Consider Only AP- INV, AP-CREDIT, AP-DEBIT Transaction)

Refer Below screen:-

User needs to select path using Select Path file Option (excel file location) and Utility will work and System create Excel file including number of Batches automatically based on data entered in Selected Posting date field Option. (This will be manual process. User has to select (browse) file & Export it.)

The Export format is as follows:-

Note: – At the time of Exporting Excel file if system found Blank value of any field from AP invoice Respective screen then value should be print blank in Exported Excel

Field Mapping:-

Batch no:-(Header level Batch number field)
Batch Description:– (Batch Description)
Entry No:- (entry number of respective batch)
Line No:- (entry wise Line No)
Entry Disc:- entry description field
Vendor:- (Vendor number field)
Vendor Name:- (Vendor name)
Doc Type: – (1 – Invoice, 2 – Debit Note, 3 – Credit Note.)
Document Total:- (detail level Undistributed Amount field)
Apply to Document:- (Apply to Document field, in case of Credit & Debit Note, otherwise this will be display blank)
Document Date:- (document date field)
Posting Date:- (Posting date field)
Document No: – (document number field)
PO No:- (PO Number field)
Order No:- (Order Number field)
Description:- (detail level description)
G\L Account:- (detail Level G\L account)
Amount:- (detail Level amount field)
GSTNO/ORGBILLDATE/ORGBILLNO/REVCHARGE:- (if system found header level optional field then mapped Optional field values should be display )
QTY/SACCODE/UQC:- (if system found detail level optional field then mapped Optional field values should be display )
Exchange Rate:- (Exchange Rate field)

The main purpose to write this blog is that the user can maintain \ export all the above Information (batches) at a time using a Single Interface. This Utility will be helpful to Export “N” numbers of Record from Sage 300.

Note: – Export file format will be excel & we can add or remove columns into this report as per your requirement.

Also Read:-

Sage 300 provides a functionality where user can create a shipment of an order according to the required Item and its quantity. Sage 300 also allows to create partial shipment of an order. Shipment can not be deleted from Sage 300 company so alternatively, it has an ability to set the Quantity Shipped to zero for all the detail line items.

New Stuff : Simplified AP Invoice Report in Sage 300

Sage 300 ERP keeps the track of the shipments created for an Order based on the detail line items. If the user creates a shipment of an order irrespective of the Quantity Shipped then it is considered as the shipment for an order. Order header keeps the track of the number of shipments once created and increment the same as the new shipments are created.

User can locate the No. of Shipments in the O/E Order Entry Screen → Order Header to the right of Order Number and left of Last Shipment Number. Last Shipment No. is visible to the user on the Order Header from the number of shipments created for an order.

So, user have an access to the find the Number of Shipments created against the order in Sage 300 ERP.

Also Read:

About Us

Greytrix is a 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 has 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

An inventory control system is a system that encompasses all aspects of managing a company’s inventories; purchasing, shipping, receiving, tracking, warehousing and storage, turnover, and reordering. The Inventory control system is maintained by every firm to manage its inventories efficiently. Sometimes it is crucial to check the status of Stocks as of date for each warehouses.

Greytrix has developed one custom report which allows user to track the Stock quantity on hand and Average cost of the stock available as of date in particular location as standard Sage 300 ERP does not does not provide this information.

New Stuff: Locate No. of Shipments in Sage 300 ERP for an Order

Kindly refer below screen shot to check filters present on report printing utility.

This utility contains three filters respectively as of date selection, Item Range and Location range which allows user to select the particular criteria.

Report will get generate according to the criteria selected hence here report will get generated till date 24-10-2017 and display the Quantity on hand and average cost for item selected i.e. A1-103/0 to A1-320/0 and for location 1 to 6.

You can check below screen shot for detail record generated according to criteria selected.

Here you can check quantity of each item and value i.e. Average cost of each item is getting displayed for all individual location of stock item. Report is also showing Total stock balance and total Average cost.

So using this custom report it is very easy for sage 300 users to track the quantity and cost for all stock item as of date.

Note: All the updated details of inventory control will get reflect in report only after day end process is completed.

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About Us

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

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Generic IC Item Import Macro for Sage 300 ERP

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Hide Completed Lines in OE Invoice Entry Screen

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GL Report with Source Document Tax Amount

Validation of Financial Registration Numbers as per defined norms

“Simplified AP Invoice Report in Sage 300”

Locate No. of Shipments in Sage 300 ERP for an Order

Inventory Status Report as of date