Sage 300 ERP – Tips, Tricks and Components

GUMU™ for Sage Pro 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 client in successfully implementing the new Sage 300 ERP system through our various successful migration and integration solutions.

We provide data Migration Services from Sage Pro to Sage 300 ERP at our Sage Migration Center. Our GUMU™ migration utility is compatible to convert all Master and Open transactions and GL, Sales and purchase historical data from Sage Pro to Sage 300 ERP.

New Stuff: Migrate Sales Invoice from Sage 50 US to Sage 300 ERP
Now, we will discuss about migrating Payments from Sage Pro to Sage 300 ERP in our ERP Migration services. Let’s have a quick look on the Sage Pro ERP AP Payment screen. In the below screen you can see the invoice. To see the payment you need to click on ‘Payment’ tab.

Once you clicked on ‘Payment’ tab then the below screen will get displayed with payment info.

After the data migration in Sage 300 ERP, follow the below given path to check the migrated Payment transaction entry in Sage 300 ERP.

Go to Accounts Payable >> AP Transaction>> Payment Batch list and check for payment entry.

In this way, Sage Pro Purchase payment is 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

Once you clicked on ‘Payment’ tab then the below screen will get displayed with payment info.

After the data migration in Sage 300 ERP, follow the below given path to check the migrated Payment transaction entry in Sage 300 ERP.

Go to Accounts Payable >> AP Transaction>> Payment Batch list and check for payment entry.

In this way, Sage Pro Purchase payment is migrated into target Sage 300 ERP company database.

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

Also Read:

Sage 300 classic desktop provides various user interfaces i.e. screens which are basically OCX files i.e. “ActiveX Control Objects”. The entry screens generally has windows maximize and minimize buttons but for Report user interfaces or those user interfaces on which no tabular data or grid present the maximize button might been disabled. While customizing these Sage 300 user interfaces on which maximize button is disabled, developers may face the difficulty to achieve the same effect on customized OCX. In this blog we are going to discuss simple code changes to be done in the standard code to achieve the same.

New Stuff: Migrate AP Payments from Sage Pro to Sage 300 ERP

The visibility of maximize and minimize buttons for the Accpac user interface container’s is depend on the global declarations done while creating any OCX i.e. depend on the value (True / False) set for the “ACCPACUIResizable” Property.

If this has been set to “True” then both Minimize and Maximize buttons are visible and if it is set as “False” both Maximize and Minimize buttons will not appear.

To make only Minimize button visible on Accpac UI below code changes can be done:

In the module “ACCPACUIGlobals” in general declarations set the “ACCPACUIResizable” property to false.

“Public Const ACCPACUIResizable As Boolean = False”

2. In the user control code in “SaveUISize()” subroutine make the changes enclosed under “’B-GT… ‘E-GT’” below :

Private Sub SaveUISize()

On Error Resume Next

Dim lParentHwnd As Long

Dim bMaximized As Boolean

Dim bMinimized As Boolean

‘ Find the top-level parent window (doesn’t

‘ include owner, i.e. caller, windows).

lParentHwnd = GetAncestor(UserControl.hWnd, _

GA_ROOT)

If Err.Number = 0 Then

‘B-GT-Commented code line and added code for maximizing button disabling

‘bMaximized = CBool(IsZoomed(lParentHwnd))

bMaximized = False

‘E-GT-Commented code line and added code for maximizing button disabling

bMinimized = CBool(IsIconic(lParentHwnd))

Else

‘ The parent doesn’t have an Hwnd, so assume

‘ it is not maximized or minimized.

bMaximized = False

‘B-GT-Commented code line and added code for maximizing button disabling

‘bMinimized = False

bMinimized = True

‘E-GT-Commented code line and added code for maximizing button disabling

Err.Clear ‘ this error is now handled

End If

If (bMaximized = True) Or (bMinimized = True) Then

‘ GET OUT! DON’T save the size, but DON’T

‘ clear the previous saved size either!

Err.Clear

Exit Sub

End If

‘ IF WE GOT TO HERE, WE NEED TO DEAL WITH THE

‘ ACCPAC PROPERTIES.

With mSession.GetAccpacProperty

.menuID = ACCPACProgramName

.objectID = ACCPACProgramName

‘ See if we need to save/clear the height.

.keyword = UIHEIGHT_KEY

If ScaleHeight <= msMinHeight Then

.PropClear

Else

Dim strUIHeight As String

strUIHeight = CStr(ScaleHeight)

.PropPut CVar(strUIHeight), Len(strUIHeight)

End If

‘ See if we need to clear/save the width.

.keyword = UIWIDTH_KEY

If ScaleWidth <= msMinWidth Then

.PropClear

Else

Dim strUIWidth As String

strUIWidth = CStr(ScaleWidth)

.PropPut CVar(strUIWidth), Len(strUIWidth)

End If

End With ‘ mSession.GetAccpacProperty

Err.Clear

End Sub

The above changes will allow us to get the OCX user interface with only minimize and close button. Kindly refer to below customized user interface for the reference:

As you can see in the screenshot above the “Maximized” button is disabled for the customized OCX.

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.

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

In the below screenshot you can see the Remit-To Locations converted to Sage 300 ERP:

In this way, Sage 100 Remit-To-Address are migrated into target Sage 300 ERP company database.

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

Also Read:

Import Routine plays an important role in Sage 300 as it provides automation to end user to create a bulk of entries at one time and makes the process easier to avoid manual creation in Sage 300.

Previously we have made many PO Invoice import routines but in this utility, we have used PO Number to create PO Invoice. Below is the detail description of working with this add-on.

Working:

Created new UI for import Utility as shown below.

Once a user selects the appropriate import sheet & clicks on import button, the process starts from finding respective receipt of the particular PO number in the system. After system checks whether the receipt is completed or not. If the receipt is complete then the PO Invoice will not be created and the system will throw an error about the same.

Please refer below format of Import sheet that will be used for this routine.

In import utility, we are not using any Inventory, only the PO Number will be used. If the system finds the receipt of particular PO and the receipt is not completed yet then this utility will create new PO Invoice against that receipt.

As per the above screenshot, we have added PO Number, PO Date, Vendor Number and Invoice Number with Invoice Date to create PO Invoices.

After importing this excel sheet you can see PO Invoice Entry created automatically in Sage 300.

The main purpose of this blog is to provide our customers an Import Routine to create bulk Invoice Entries in Sage 300.

Lots of time we have seen that almost all of the web versions of any applications has “Dashboards”. The dashboard is nothing but the graphical representation of your business performance shown in a single screen. Dashboards are easy to understand & easily accessible by the user from a single screen. Dashboards have color-coded bar charts & graphs that give users a fast look at their functional area.

If you have a desktop version of Sage 300 & you are looking for dashboards then here is the solution for you. We have come up with Dashboard which will show you an overview of OE module transactions like Order, Shipment & Invoice. Below is the detail description of this dashboard.

OE Module dashboard can be easily added to your Sage Desktop & access from there itself. This will have date filter & depend on your date selection, the dashboard will show you an overview of OE Module data in Bar Chart form. (Refer below screenshot)

If you look at carefully, you can see that this shows you customer wise total number of entries of Order, Shipment & Invoice. On the top side of bar total count of respective entry & at the bottom customer, code is there.

Sage 300 widely uses all over the world to manage small and medium businesses where Sage 300 gives you the flexibility and efficiency in your data. In our last blog, we have taken deep information about Generic IC Item Import Macro for Sage 300 ERP. In this blog, we will understand the working of “AP Misc. Payments Import Macro”.

Macro plays the vital role in Sage 300. VBA is more efficiently used, as it need not be created in any additional session when we run the macros. This provides the Accpac specific errors without any additional efforts, which help the user to recognize the errors in their data.

Import routine is helpful when the user wants to create the bulk of entries. You can do the same type of work manually, but that would be a time consumable task. For one of our client, we have created the “AP Misc. Payments” import macro.

User Interface:

The UI of the macro will look like this. You can select the excel file and after that when you click on Import button the process will get started.

Excel File:

You need to format excel as mentioned in the below image. The necessary information like vendor, Date, Remit to name, payment Code, Amount, exchange rate, invoice, GL Account etc. are included in the excel. Our macro gives the appropriate error logs, for the user’s understanding.

Note: If you need to add any other column except mentioned in above image, as per your specific need, we can do the same with some additional charges.

Once the process completed the AP Misc. payment entry would create successfully and look as mentioned in below screen.

The main purpose of creating AP Misc. payment Import macro is to provide our customer an easy and fast way to insert miscellaneous payment in Sage 300 system and to save the user time while creating manual entries.

Sage 300 ERP allows users to ship more quantity than ordered while doing Order entry transactions. But the requirement varies from company to company. In Organizations, there can be a requirement to restrict the shipment of goods in case if the quantity shipped is more than the order quantity.

In Sage 300 ERP, we can put a restriction on the shipment quantity with the help of our customized Shipment Entry Screen. We have customized the OE Shipment Screen in such a way that if the shipment is done against order then it will restrict the user to enter more quantity than Order quantity while doing shipment entry for one of our client.

Customized OE Shipment Entry screen restricts the user to enter shipped quantity more than the quantity ordered in O/E entry for the selected item.

Our program will check the item quantity and will popup message “Quantity Shipped cannot be greater than Quantity Ordered”, when the user has entered the quantity. It will allow the user to post the shipment if the quantity is below or equal to ordered quantity.

You can refer the below screenshot for the error message:

In this way, one can restrict the user to not to ship more than the Order Quantity. Similarly, we can customize OE Invoice Entry screen to restrict the quantity.

New Stuff: Generic AP Misc. Payments Import Macro for Sage 300

Previously you have seen that we have made few GL Reports as per client requirement. Here we have made one simple GL Register Report with minimum filter criteria. Below is the detailed explanation of this report.

To export this report, we have made a simple user interface (shown below) which includes date & file path selection. Depends on your date selection, GL Journal entries will get exported directly into excel format. This report will consider POSTED batches only & date will be filtered on GL Post Date.

Refer Below screen:-

The Export format is as follows:-

Field Mappings:-

Entity Name/Code:- Company name in whichi report is being exported. will be populated here.
Period:- The period field will be populated from GL batch list.
Posting Date:- Posting date field.
GL Code:- G/L Account of line level of GL batch list Screen
GL Code Name:- Value of Account Description of line level of GL batch list Screen
Description:- The value will be populated from GL line description.
Posting Sequence:-Posting Sequence field from GL Batch List screen
Batch Date:- Document date field
Batch Entry:- Batch number and entry number
Currency:- The value will be populated from GL line currency.
Exchange Rate:-Line level Rate Field
Source Currency Value:– Source currency debit and credit value
Functional Currency Value:- Functional currency debit and credit value.

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

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 AR Payment Terms 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 a GP Payment Term. To view a Term in GP, you can follow the below mentioned path:
Open GP –>Administration->Payment Terms.

To view this Payment Term used for a customer, follow the below path:
Open GP –> Sales-> Customers

You can view AR Payment Terms in Sage 300 from the following path –
Open Sage 300-> Accounts Receivable->A/R Setup-> Terms:
Below is the screen shot of an AR Payment Term that is migrated from GP:

In this way, Microsoft GP AR Payment term is migrated into target Sage 300 ERP company database.

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 helps in migrating to Sage 100, Sage 300 and Sage X3 from Sage Pro, Sage 50 US, Sage 50 CA, Sage 50 Usage Business Works, Sage Business Vision and QuickBooks.

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

Also Read:

Sage 300 Macros are used to shorten transaction processing time, and automate tasks that are unique to your business. In addition, automatically moving transactions from one system to the other without the added time, hassle, keystrokes, duplicate data entry, and risk of transposition errors that would result if those same transactions were re-keyed manually one of the best examples of such macros being Import Routine.

New Stuff:- Migrate AR Payment Terms from Microsoft GP to Sage 300 ERP

Import Routine plays an important role in Sage 300 as it provides automation to end user to create the bulk of entries at one time and makes the process easier to avoid manual creation in Sage 300.

In a general scenario if a user has to create a long list of vendors then he has to create them manually, it will be tedious to make proper entries in a stipulated time. To avoid such scenarios, Vendor Import Macro has been created in which the user can enter multiple Vendors at a single time through importing data from excel sheet. This will help in saving users time and run business process little faster.

Working:

Below screenshot shows the UI of Vendor Import Routine:

After selecting the appropriate excel sheet and clicking the Import File button, the process starts from validating the proper data of fields Vendor Group, Tax Group, Terms Code, Account Set, Bank Code, Payment Code. After checking the valid data the vendor will be created and if the data is not valid then the system writes the error log file about the same.

Below format of Import sheet shows fields of Vendor Master that will be used for this routine.

In this import utility, we are not only creating the new vendor but also the existing vendor is updated. The system first checks if the vendor exists with the same Vendor Number or not and if the vendor exists then that vendor is updated otherwise a new vendor is created.

Above screenshot shows the example of few vendors in excel to insert into the system. And we have added the fields Vendor Number, Vendor Name, Vendor Group, Currency, Rate Type, Tax Group, etc. to create Vendor. Similarly, we can import multiple vendors at a single time through writing data in excel.

After completing the entire process of Vendor Import Routine, you can check Vendor created automatically in Sage 300. Below screenshot shows the same

The important thing to be noted is excel sheet should contain proper columns shown in above screenshot for proper and smooth execution of the Import Routine.

The aim of this blog is to provide our customers a utility to enter bulk entries of Vendors in Sage 300 and to make it easy for customers rather than entering each vendor manually.

When goods are purchased on credit from a supplier, the amount owed to the supplier is recorded as accounts payable. When a payment is made to the supplier for the amount outstanding the payment of the liability is recorded using an accounts payable payment entry. In addition, this utility provides the facility to get the details Of AP Payment Register considering the Posted batches.

New Stuff :- Generic Macro of Vendor Master Import

This utility makes it easier to get the log of all AP Payment transactions by exporting the data to excel between the selected dates. And the filter is applied on a batch posted date.

Below Screenshot shows the UI:

The interface includes only date and path selection which makes very easy for users to access. After exporting the data we will the get the below format of excel.

Excel includes fields such as Bank Name, Bank Account Number, Vendor Code, Vendor Name, and Description, Transaction Type, Document Number, Invoice Batch Entry, Payment Batch Entry, Currency, Exchange Rate, Invoice Amount, Payment Amount

And below are the fields which need to be explained:

Description:- Entry number description will be populated here.

Transaction Type:- This will be a Header level Transaction type field from AP Payment entry screen. That can be Payment, Prepayment, Applied Document, Misc Charge as you can see in the above screenshot.

Document Number:- Value of Document number of line level of AP payment screen will be populated in this column. If multiple detail level is present, the data will be displayed one below the other. If the document type is Prepayment or Misc. Payment then below fields are considered:

Misc Payment:- Invoice number will be populated.

Prepayment:- Apply to will be populated.

Invoice Batch Entry:- If payment is made against any invoice number or Prepayment then we need to display batch and Entry number of the same Invoice else this field will be displayed blank if the transaction type is Prepayment and Misc payment.

Payment Batch Entry:- Value of Batch number and entry number of header level of AP payment screen will be populated in this column.

Exchange Rate:- Bank Exchange Rate field from Rate Tab on AP Payment screen will be displayed.

Invoice Amount:- AP Invoice amount will be populated here. Value of pending balance of line level of AP screen will be populated in this column. This field will be blank in case of Prepayment and Misc Payment.

Payment Amount:- Value of applied amount of line level of AP payment screen will be populated in this column. If the transaction type is Prepayment or Misc. Payment then vendor amount field will be displayed in this column.

Considering the data we get in the excel format this utility helps keeping track of payments done and also against which document, that is if invoice then invoice number and if another document then a number of that document and also the paid amount and Invoice pending amount.

The aim of writing this blog is that the user can maintain \ export all the above Information (batches) at a time using a Single Interface. This Utility will also be helpful to Export old Records of AP Payment Register from Sage 300.

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

Sage 300 is widely used to manage small and medium businesses where Sage 300 gives you the flexibility and efficiency of your data. In this blog, we will understand the working of “AR Misc. Receipt Import”.

Usually, an average worker has a very poor system of task prioritization in place. Macro plays a vital role in Sage 300. VBA is more efficiently used, as it need not be created in any additional session when we run the macros. This provides Sage 300 specific errors without any additional efforts, which help the user to recognize the errors in their data.

We have made a simple user interface (shown below) which includes browsing file path selection.

Please Refer below screenshot:-

Once a user selects the appropriate import sheet & clicks on import button, the process starts and Macro reads the data, which includes Excel sheet (Refer below screenshot) and entry are created automatically.

Excel File:

Once the process completed the AR Misc. Receipt entry would create successfully and look as mentioned on below screen.

Sage 300 ERP 2018 is available now. With the release of Sage 300 ERP 2018 we are pleased to announce the release of Greytrix Bill Of Lading for Sage 300 ERP 2018 to our customers and re-sellers.

Greytrix Bill Of Lading is a comprehensive product, which allows its users with options to create, view, e-mail and print a formatted bill of lading. BOL picks up orders or shipment created in Sage 300 ERP version 2018 and generates Bill of Lading for that particular order

New Stuff:- Generic Macro of Vendor Master Import

Basic feature list of Bill of Lading:

BOL allows you to create Bill Of Lading against Orders as well as for Shipments.
User can create BOL by including multiple Orders and Shipments. It involves all the item details of the selected Shipment/Sales Order.
BOL report displays the standard information like total weight of all the items, nature of goods (hazardous/ non-hazardous), total number of packages sent for shipment and address of shipper, consignee and Bill to locations.

Greytrix Bill of lading is available for Sage 300 ERP v6.0 onwards. For any further information feel free to write us on accpac@greytrix.com.

About Us

Greytrix has some unique solutions of Sage 300 integration with Sage CRM, Salesforce.com and MaSage 300Cgento 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.

New Stuff:- AP Payment Register

We have made a simple user interface (shown below) which includes browsing file path selection.

Please Refer below screenshot:-

Once the process completed the AR Misc. Receipt entry would create successfully and look as mentioned on below screen.

Note: If you need to add any other column except mentioned in above image, as per your specific need, we can do the same with some additional charges.

Our GUMU Migration Utility converts data from various legacy system to Sage ERP Systems such as Sage 100 (formerly known as Sage MAS 90/200), Sage 300 (formerly known Sage Accpac ERP) and give users a smoother data conversion experience.

In our migration services we migrate GL masters and historical transactions, bank masters and opening balance, tax masters, AR masters and open receivables along with Transaction History, AP masters and open payables along with transaction history.

In this blog we will discuss the number of ways to migrate the AR Customer from various source ERP to Target Sage 300 ERP. The source ERP can be Sage 50 US/CAD, Sage Pro, QuickBooks, Sage Business vision, Sage Business Works.

The ways of migrating AR Customer into Sage 300 ERP are following below:

Auto number
Same as source ERP
By User defined mapping.

Here we will discuss in detail, the ways of generating AR Customer by Auto Number:

Generating by numeric auto number: A numeric customer code will be generated automatically using the starting number and increment by any number that client define. Example: Numeric AR customer code can be generate using starting number 1000 and increment by 10. i.e. 1000, 1010, 1020… etc.
Generate Auto Number by Name of initials: Customer codes are generated using the first three initials of its name and next three characters will be number.
Example: Code for ‘Coastal Electric Company’ will be CEC001.
Generate Auto number by Name: Customer codes are generated using the first three letter of its name and next three characters will be number.
Example: Code for ‘Coastal Electric Company’ will be COA001.

Here we will discuss in detail how we migrate AR customer same as source ERP:

In Sage 300 the maximum length of customer code is ‘12’. So the first 12 character of AR Customer convert in Sage 300 ERP. If longer customer code is exist then it will truncated to 12 characters. If the result in duplicate customer code then result will append by -1,-2
Example: Code for ‘Coastal Electric Company’ and ‘Coastal Electronics’ will Coastal El-1, Coastal El-2.

Now, we will discuss the one more method i.e. User Define mapping:

According to client’s requirement, the migrated customer should be different, it neither like to source data nor generate by auto number then client can provide mapping according to their requirement.
Example: The template of mapping sheet in showing below:
So, these are the ways of migrating the AR customer from Source ERP 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 helps in migrating to Sage 100, Sage 300 and Sage ERP X3 from Sage Pro , Sage 50 US, Sage 50 CA, Sage 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:

In this blog we are going to discuss about the version comparison error we have faced while installing the sage 300 SDK of any Sage 300 version.

New Stuff: Number of ways to migrate AR Customer into Sage 300 ERP

Recently while installing the Sage 300 Version 2018 Software Development Kit (SDK) we have come across with the scenario which were preventing us to install the SDK.

1. Here is the below screenshot of the scenario which we were facing.

2. The installation gets aborted after the above error message. After verifying the data activation module we came to know that the Software Development Kit for Sage 300 version 2018 has been already installed but it is not activated which was causing the error. Please refer below screenshot.

In conclusion to above if you are facing the similar type of error then please check with the Data Activation Module whether the module for which you are facing an issue while installation is installed and activated or not.

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 customization, 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, Quick Books, 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.

Sage 300 ERP 2018 is available now. With the release of Sage 300 ERP 2018 we are pleased to announce the release of Quick Shipment Sage 300 Version 2018.

Sometimes, users come across a scenario where they need to Ship multiple orders or Print selective range of picking slip at once to facilitate bulk shipment process for orders from multiple customers.

New Stuff: Version Comparison Error While Installing Sage 300 SDK

Hence, for catering to this sort of requirement, we have designed Quick Shipment for Sage 300 ERP, using which user would be able handle shipments process in bulk.

This add-in feature assists shipping personnel to view all the open orders and post shipment for desired orders. They can even print picking slips after processing the shipment.

Program selects all open and partially shipped orders. In order to ship; orders needs to be individually selected, and then clicking on Ship All button, will process for shipment of all the selected orders.

Any errors during the process can be easily interpreted using log report generated by the program. After shipment is done; users can print the Picking Slip from the interface itself.

About Us

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

Sage 300 ERP 2018 is available now. With the release of Sage 300 ERP 2018 we are pleased to announce the release of Bulk Invoicing Sage 300 Version 2018.

Taking it a step further, we have developed a separate standalone component for providing the feature of bulk invoicing for multiple shipments from multiple customers at the same time. With this component, the Account person in the organization can list out all open shipments for which invoices need to be generated in Sage 300 Version 2018.

New Stuff: Quick Shipment feature for Sage 300 ERP Version 2018 Released

With bulk invoice program, users can view all the open shipments that are not yet invoiced. Users can select all or particular shipments for creating an invoice.

In order to invoice, user needs to individually select the range of shipment that needs to be invoiced or he can also click on Select All button which will select the complete list of shipments available in the grid and then clicking on Invoice All button, which will generate Invoice of all the selected Shipments.

After the Invoice is done, users can print the Invoice report from the interface itself using the Print button and also if any errors occur during the process, our routine also logs the error in a log file which can be referred to resolve the error.

About Us

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

Sage 300 ERP 2018 is available now. With the release of Sage 300 ERP 2018 we are pleased to announce the release of Customer Invoice Correction Utility for Sage 300 Version 2018.

In our earlier version of AR correction utility we have developed a custom component which generates credit note against the selected faulty Invoice and then re-creates new invoice with the Correct customer and the new document number with a suffix of “-1”.
customer-invoice-correction-utility

New Stuff: Bulk Invoicing feature for Sage 300 ERP Version 2018 Released

Now we have enhanced the functionality of this utility by introducing the new features.
We have now added the option to select Document Date on user interface of AR Connection Utility. While creating the invoice this date will be consider as document date.
Also using this utility user can now make the correction of customer for Item type Invoices also.
Earlier this feature was limited for only Summary Invoices.

Here we will take an example to see the working of the utility for an Item Invoice:

1. We have created an Item type Invoice “IN00000000000000000033” with the customer number “1105”.

2. This invoice has been created with the wrong customer number.

[Please note here we have created Item type invoice.]

3. On utility User has to select the incorrect customer along with the Invoice number that needs to be corrected.
4. User also needs to select the correct Customer number with which the Invoice needs to be re-created in Sage 300.

On the successfully completion of process, user will get below message and utility will automatically generate a Credit note against the incorrect Invoice.

Also in the latest upgrade we have now creating new invoice with auto generate invoice number in the same batch. In older version we used to create separate batch for credit note and invoice number with suffix as -1.

With the help of these new changes we have now enhanced the working of AR correction utility in Sage 300 version 2018.

About Us

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

GUMU for Sage Pro 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 client in successfully implementing the new Sage 300 ERP system through our various successful migration and integration solutions.

In this blog, we would discuss about the available options to convert Vendor masters into Sage 300 ERP. We convert masters by using below mentioned methods from Sage 50 US (Peachtree), Sage 50 CAD (Simply Accounting), QuickBooks. In this blog, we have taken the example of Sage Pro ERP.

New Stuff: Number of ways to migrate AR Customer into Sage 300 ERP

Now, we will discuss about migrating masters into Sage 300 ERP. Unlike Sage PRO every vendor defined in Sage Accpac ERP needs to have a vendor code. In migration process GUMU allows you to generate vendor codes for Vendors using three methods:

1. Auto Number: Numeric vendor numbers automatically gets generated using a user-defined starting number and a user-defined increment.

Say for e.g. if you want to assign fist vendor code as 1000 and next code should get generated by 10 then it would look like as 1010, 1020 and so on as shown below:

For example code for “Bank of America” will be BA001 and “Bank of Australia” will be BA002.

2. Company Initials: Vendor numbers are generated using first two initials of company name and next three characters will be a number.

3. Company Name: Vendor numbers are generated using first N (N is user-defined value) characters of company name. For example code for “Bank of America” will be “BAN001” and “Bank of Australia” will be “BAN002” if a user selected first 3 characters of company name to be used.

Note: As per the Sage 300 standard functionality it would allow to enter only up to 12 characters for vendor code.

In this way, Sage Pro Vendor masters is migrated into target Sage 300 ERP company database. In our Next Blog we will discuss about another method of generating Vendor Number.

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

Migrate AP Payments from Sage Pro to Sage 300 ERP

Sage 300 -Allowing Only Minimize Box on Customized OCX

Migrate Remit-To Address from Sage Pro ERP to Sage 300 ERP

Import PO Invoice using PO Number

OE Module Dashboard for Sage 300 Desktop Version

Generic AP Misc. Payments Import Macro for Sage 300

Quantity Restrictions on OE Shipment Entry Screen

GL Register Report

Migrate AR Payment Terms from Microsoft GP to Sage 300 ERP

Generic Macro of Vendor Master Import

AP Payment Register

Generic Macro of AR Misc. Receipt Import

Bill Of Lading for Sage 300 ERP V2018 released now

Generic Macro of AR Misc. Receipt Import

Number of ways to migrate AR Customer into Sage 300 ERP

Version Comparison Error While Installing Sage 300 SDK

Quick Shipment feature for Sage 300 ERP Version 2018 Released

Bulk Invoicing feature for Sage 300 ERP Version 2018 Released

Customer Invoice correction Utility for Sage 300 ERP Version 2018 Released

Available options to migrate vendor masters into Sage 300 ERP