Sage 300 ERP – Tips, Tricks and Components

Sage 300 development partner over the years have developed custom modules in Sage 300. Based on the requirement changes development partner makes the necessary changes to module, but sometimes these changes are made after the module is already deployed in the live environment and the user has started using the module. So to deploy the changes if at the database level we cannot deactivate and activate the module. This will cause data lose.

New Stuff: How to make NFR Copy or Trial Copy of Sage 300 custom module

When custom modules require changes at the database level such as (Adding new column/ Changing the existing column length, etc.). Here we have 2 options to apply the changes to the company by either providing an upgrade screen or once the latest files are installed the module re-appears in Sage 300 Data Activation screen.

Upgrade with separate screen:

Below is an example of “Greytrix Document Attachment  Upgrade/Deactivate UI” screen with “Upgrade” button that allow to apply the changes.

In this case, if the user skips the step to click the Upgrade button, the screens using the data source of the changed view will crash.

Upgrade using Data Activation screen:

Data Activation provides the guarantee that the custom module cannot be used unless the new changes are applied. Using this method, we ensure that the module is first activated and then available for use. When the module appears in the Data Activation screen, it disappears from the sage 300 desktop until reactivated.

Technically, Sage 300 SDK provides module visibility with the “DataLevel” mentioned in the “.ini” file of the project folder and the Data Level entry present in the CSAPP table for the particular module. When a mismatch is found, the module moves from the sage 300 desktop to the activation screen.

A snippet of code of our custom module “Greytrix Document Attachment” which may help the developer to make use of this functionality:

Step 1: Locating the INI file of the module

Generally, custom module is created at path “C:\Dev\GD\…” as per the manual provided from the Sage.

Developer will be able to locate the INI file “GD.INI” file under “C:\Dev\GD\source\project\”.

Step 2: Adding the code for changing the DataLevel

Open GD.ini file in edit mode and search for section “[General]”.
Increment the Data Level value. If current value is 0, then make it 1.

Open GDINIT1.c in edit mode and search for “App.wDataLevel”.
Increment the value. If App.wDataLevel = 0 then make it App.wDataLevel = 1.

Step 3: Adding the files to the ERP.

After the code is added, to the INI file, make the project and INIT view. The newly generated file can be found at path “C:\Dev\GD\build32\runtime\”
Copy the all the recently updated files from the runtime folder and paste it in the Sage 300 Programs directory under GD67A folder.
When Sage 300 company is logged in, below message is displayed.

4. The message pops every time the company is login until the module is reactivated.

Upgrade from Data Activation reduces the changes of crashing when there are changes in the custom module which are not yet applied for the selected company.

About Us

Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring 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 Sage ERP and CRM upgrades to the latest version and migration for Sage Intacct from Sage 300, Sage 100, Sage 50 and QuickBooks; for Sage 100, Sage 300 (Sage Accpac), Sage Enterprise Management (Sage X3) from Sage Pro, Sage 50 US, Sage 50 CA, Sage 50 Usage Business Works, Sage Business Vision and QuickBooks; for Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer

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

For any software its documentation is the strongest part to make the software more usable. Documentation always help the user to understand and configure system. Sage 300 ERP provides a product documents online/offline that can be referred by beginners as well as experts to better understand the functionalities and available options in an ERP.

New Stuff: How to upgrade Sage 300 custom module from Data Activation using DataLevel

Even after extensive training on usage of Sage 300 ERP, after training process user needs documents where they can refer product documentations available for better knowledge growth and improvement in one’s functional knowledge base.

Online Access

Sage 300 ERP has a quick access link in its desktop as well as Sage 300 C web screen to refer the documents online.

Refer the below to access the online product document in Sage 300 classic desktop version:

Refer the below to access the online product document in Sage 300c Web screens:

Offline Access

If user doesn’t have an internet access, the documents are also available offline at “Sage 300 Programs directory  Docs  67A”.

Product Documents are available in multiple languages that are supported by Sage 300 ERP.

Below is the list of documents available in Sage 300 v2020 in English language.

Documentations make an individual independent to work on any product without requiring continuous assistance from an associate or support team.

About Us

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

In today’s world fast automating technological race every software introduces new features in every new version or product update release. Sage 300 also releases new versions and product updates in-order to provide good improvised solution to its users.

New Stuff: Quick access to Sage 300 ERP Product Documents

Sage 300 ERP provides an online/offline documents stating all the new features that are included in the specific version/product update. Release document is an option to review and quickly adapt the changes instead of manually locating the changes in an EPR.

Online Access

Sage 300 ERP has a quick access link in its desktop as well as web version to refer the What’s New online.

Refer the below to refer online, What’s New in Sage 300 classic desktop version:

Refer the below to refer online, What’s New in Sage 300c Web screens:

On click of the “What’s New” in web screens, below link opens in the browser.

Offline Access

If user doesn’t have an internet access, the documents are also available offline at “Sage 300 Programs directory  Docs  67A”.

Release Documents are available in multiple languages that are supported by Sage 300 ERP.

Below are the release documents available in Sage 300 v2020 in English language containing What’s New in Sage 300 ERP.

It is very helpful for a user having enough knowledge of Sage 300 ERP to go through the new features included in the latest version/product update to simplify its business.

About Us

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

New feature i.e. session date selection has been added in Sage 300C Web version on home page, it helps user to change the session date and carry on transaction.

New Stuff: Quick access to What’s New in Sage 300 ERP

The session date is associated with the current session. Session date is used by program as date on transactions. If a session date is changed the transactions date changes too.

Session date option is available on the home page of sage 300c, refer below screen shot.

We can change session date by clicking session date option and selecting a desired date. Once user selects a new date it pops a message saying session date is changed. Refer below screen shot.

After the session date is changed, date on the transaction screen which is created after that also changes, here I have created an OE order after changing session date. Please refer below screen shot.

In this way we can change session date for future transaction entry.

About Us

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

We are aware that Sage 300 SDK provides capabilities to import the data using an external utility created in different programming languages like VB6.0, C#, etc. During development of such utility programmer may come across situation where they encounter errors on Insert/Update operations.

So, in this blog, we will discuss about how to handle an exception occurred while importing the data into the Sage 300 Common Services module.

New Stuff: Change session date in sage 300C

In today’s blog we will see one of the possible cause of the error “Cannot write to system database tables or originate propagation using a company database link. Use a system database link instead.” and probable solution to the error.

One solution can be that the program requires connection to the system database link instead of company database link. It becomes difficult to identify the cause of the exception as it occurs while inserting/updating the data into sage 300 using COMAPI.

Using Company DBLink

mDBLinkCmpRW=accpacsession.OpenDBLink(AccpacCOMAPI.tagDBLinkTypeEnum.DBLINK_COMPANY, AccpacCOMAPI.tagDBLinkFlagsEnum.DBLINK_FLG_READWRITE);

When the user using the company object to import the data into sage 300, the user can get an error on the below line of code:

CSRATES1detail.Insert();
CSRATES1detail.Update();

Using System DBLink

System database link instead of the company database will be required to use the Sage 300 object in-order to resolve the above mentioned error.

mDBLinkCmpRW=accpacsession.OpenDBLink(AccpacCOMAPI.tagDBLinkTypeEnum.DBLINK_SYSTEM, AccpacCOMAPI.tagDBLinkFlagsEnum.DBLINK_FLG_READWRITE);

This can be helpful for the developer to quickly overcome the error and proceed further with the development.

About Us

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

While installing Sage 300 ERP on server machine, installation can run into an error due to ‘Internet Information Services’. But it becomes difficult to identify the exact cause as the error doesn’t provide complete detailed exact information.

So, in today’s blog we will demonstrate on how to resolve one of such error while installing the sage 300 and how to configure the IIS server.

New Stuff: Error – Company database link Exception occurred in Sage 300 using COMAPI

While installing the sage 300 ERP on the Microsoft Server 2019, we received below error. This can occur when user doesn’t have required configurations activated related to the Internet Information Services.

One of the reason for an error “Could not load file or assembly ‘Microsoft.Web.Administration, Version=7.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35’ or one of its dependencies. The system cannot find the file specified.” is due to missing server roles of IIS Management Tools.

Below is the screenshot mentioned with all the required configuration related to the IIS in-order to resolve the above-mentioned error:

About Us

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

In this blog we will see how a user can get help when stuck somewhere in sage 300 ERP while using web screen or the desktop version.

New Stuff: Error while installing the Sage 300 ERP on Microsoft Server 2019

Sage 300 ERP provides help options to user who is new to it and in that case User can use help tool which is available on the home screen of sage 300c.

A user can simply click on help tool which is available at the right upper corner of sage 300c home screen. Please refer below screen shot.

There are many help options available in help tool; a user can click on any option which he needs help with. Please refer below screen shot.

And if the user doesn’t finds the help from the list then the user can use search option to find the desired help. Please refer below Screen shot.

In this way a user can use help tool to get guidance for using sage 300c

About Us

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

SAGE 300C always comes up with new and innovative features which are value for money to its users. Using which without anyone’s helps user itself can change the captions and setting of the screens.

New Stuff : Help tool in sage 300c

In this blog we will discuss one of such innovative feature and see how can we edit settings and title of a widget when added on home screen of sage 300c.

For some widgets user can change settings according to their preference, here we have taken example of Top Salespersons widget, refer below screenshot.

In Top SalesPerson widget user can change period and number of top sales person according to their preference, refer below screen shot.

User can also change the widget title name, refer below screen shot.

For example widget name Top Vendors is changed to outstanding vendors, Please refer below screen shot.

In this way we can edit settings and title of a widget which is added on home screen.

About Us

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

New Stuff: Option to edit settings, title of widget added on home Screen

It was a bug due to which, alert message getting appeared, while entering new A/R Customer using web screens in case when the “Keep Statistics” option provided in A/R Options on “Processing” tab is set “Off”. Kindly refer to the option screen below for your reference:

You can refer to below screenshot for the bug causing problem while saving new A/R Customer entry.

As you can see in the below screenshot “Year is required.” Alert message is appearing when user tries to save new customer record and don’t allow user to save the customer.

This bug was there till Sage 300 v2019 PU3 which is been now fixed with the release of Sage 300 v2019 PU4. This issue was there in Sage 300 v2020 (Build 0) A/R Customers web screen also which has been now fixed with Sage 300 V2020 PU1 release.

Below is the screenshots from Sage 300 v2019 PU4 with “Keep Statistics” option is set to off and the web screen allows saving customer record.

About Us

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

In this blog we are going to see how a customer can create a blanket purchase order to receive order with multiple delivery dates in sage 300.

New Stuff: Sage 300c PU4 released has fixed the issue related to Account Receivables – Add New Customer for web screen.

Blanket Purchase order is a type of a Purchase Order which the customer can make with his supplier for multiple delivery dates over a period of time, In blanket order the amount is predefined where the payment happens over a longer duration.

Here, we will see how a blanket purchase order is booked by an example. While creating a purchase order we need to select blanket in PO type as shown in below screen shot.

Now once selected blanket order, an additional field will be added in the PO screen as original amount where we need to define a fixed amount for the order. Please refer below screen shot.

Once the blanket order is created, the user can receive the order partially or multiple times accordingly. Please refer below screen shot.

In this way a customer can make a blanket order for multiple deliveries.

About Us

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

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 the help of our Sage certified migration utility in accordance to our well defined migration process.

In this blog, we will discuss about how Sage 50 US (Peachtree) vendor’s custom fields are migrated to Sage 300 ERP (Formerly known as Accpac) using GUMU.

Below is the screenshot of Sage 50 US Vendor Customizable Fields info which we convert it as optional Field in Sage 300 ERP

After the Migration, these customizable info fields get converted as option Fields in Sage 300.

In this way, vendor’s Customizable fields info from Source Sage 50 US (Peachtree) gets migrated into target Sage 300 ERP as optional fields in company database.

About Us

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

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The General Ledger in Sage 300 ERP handles all the financial record keeping and accounting needs. It maintains the accounts, transfers transactions from various sources and prints various reports. One such report that we have introduced is the GL Transaction Ledger report.

The G/L Ledger Transactions report lists the Account number, Account group, and Batch Number, amount and transaction details for accounts. These details are exported based on the range of fiscal years and periods that you specify.

We have developed this report to help the user to export details according to the particular GL account number. This in turn becomes helpful in maintaining a track of transaction details at ease.

Please refer the below snapshot of our User Interface and a sample export output of G/L Ledger Transactions details.

User needs to select the year and period details on the above screen and click on the export button. The System will generate transaction details for accounts on the mentioned file path. After completion of the process, all transactional information details will get exported in the selected excel file. We have mentioned below few fields mapping for understanding purpose.

Account number: – This field is mapped from the detail level GL account number from the G\L journal entry screen.
Account description: – This field is mapped from the detail level GL Account description from the G\L journal entry screen.
Batch No: – Header level Batch number field from the G\L journal entry screen.

The post G/L- Ledger Transactions appeared first on Sage 300 ERP – Tips, Tricks and Components.

Import Routine in Sage 300 has been very useful for users as it provides automation for a way to create bulk entries at one time with fewer efforts required. This blog comes with another example of such automation that is Importing AR Invoice entries.

Creating manual invoices based on the provided data at times becomes very stressful can be a be time-consuming activit. To help reduce this drawbacks, we have introduced various import utilities. One such utility concentrates on Importing the AR Invoices. Below is the brief description of how this utility works.

This import routine will create AR invoice entries automatically in the Sage300. The user interface to importing entries from the excel sheet is as below:

The user needs to select the appropriate excel sheet and then click on Import Button which will start the import routine. This will validate data with respect to Sage 300 ERP database. For eg, fields like Customer Number Code, Item Number, Costing and Qty, etc.

After importing the valid data, AR Invoice entries will be created and if the data is not valid, then the system generates error log and will be easily readable to users.

Below is the format of the Import sheet that shows the fields of AR Invoice entries and the same will be used for import purpose.

After successfully importing the data, you can check the AR Invoice entries created automatically in Sage 300.

Note: – We have considered the Transaction type “Item” from the AR Invoice Screen.

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In this blog, we will be looking on getting List of companies from Sage 300 using COMAPI in C# .Net. Company information is required when working on integration with 3^rd Party Product and also when running an independent application outside of Sage 300 ERP.

User can have a good working environment to use the product/utility for multiple companies without logging into each company within Sage 300 ERP system. It would be as good as creating our own login screen for an application.

New Stuff: Get List of Companies pro-grammatically from Sage 300 using Advantage API in C#

We will be looking into the steps to create the same with a sample code.

Step 1:

Include the Sage 300 COMAPI in the project.

Step 2:

Once the COMAPI is included, create the object of the Session, initialize it and loop through the organizations in the session to get the companies.

The list of companies is now available and can be stored in an Array, List, DataTable or any other object and can be used within our program/application.

About Us

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

The post Get List of Companies programmatically from Sage 300 using COMAPI in C# appeared first on Sage 300 ERP – Tips, Tricks and Components.

In this blog, we will be looking on getting List of companies from Sage 300 using Advantage API in C# .Net. Company information is required when working on integration with 3^rd Party Product and also when running an independent application outside of Sage 300 ERP.

New Stuff: Get List of Companies programmatically from Sage 300 using COMAPI in VB6.0

We will be looking into the steps to create the same with a sample code.

Step 1:

Include the Sage 300 Advantage DLL in the project.

Step 2:

Once the Advantage DLL is included, create the object of the Session, initialize it and loop through the organizations in the session to get the companies.

The list of companies is now available and can be stored in an Array, List, Data Table or any other object and can be used within our program/application.

About Us

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

The post Get List of Companies programmatically from Sage 300 using Advantage API in C# appeared first on Sage 300 ERP – Tips, Tricks and Components.

In this blog, we will be looking on getting List of companies from Sage 300 using COMAPI in Visual Basic 6.0. Company information is required when working on integration with 3^rd Party Product and also when running an independent application outside of Sage 300 ERP.

Its best use can be done in writing an Excel VBA Macro and Import/Export Routine.

We will be looking into the steps to implement the same with a sample code.

Step 1:

Include the Sage 300 COMAPI in the project.

Step 2:

Once the COMAPI is included, create the object of the Session, initialize it and loop through the organizations in the session to get the companies.

The list of companies is now available and can be stored in an Array, Record Set or any other object and can be used within our program/application.

About Us

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

The post Get List of Companies programmatically from Sage 300 using COMAPI in VB6.0 appeared first on Sage 300 ERP – Tips, Tricks and Components.

In this blog we are going to discuss about the feature which is been already there in Sage 300 US Payroll. The Timecard screen provides a checkbox option for ‘Overtime Override’ by using which we can specifically mention the overtime hours and it’s rate. This basically allows us to override the automatic calculation for overtime by payroll as the effect of options set regarding overtime schedule.

New Stuff: Get List of Companies programmatically from Sage 300 using COMAPI in VB6.0

Navigation for the setting:

You can navigate to the ‘Payroll Timecards’ screen as US Payroll >> Payroll Transactions >> Payroll Timecards >> Timecards.

On the ‘Payroll Timecards’ screen you will find the checkbox for ‘Overtime Override’ please refer to the screenshot below:

You can see in the above screenshot, the ‘Overtime Override’ checkbox is set off; due to which user will not be able to get bifurcation on out of hours worked how many are regular working hours and how many hours employee has worked as an overtime hour.

If require user can check the ‘Overtime Override’ checkbox and set this option as on. This will add extra two columns for ‘OT Hours Override’ and ‘OT Rate Override’ just besides the ‘Rate/Amt/Pct’ column. In which user will be able to specify out of total hours worked how many hours are Overtime and at what rate the employee will be paid for this overtime hours.

Please see the below screenshot for your reference:

In the above screenshot, you can check extra two columns added and the total of hours specified in the ‘OT Hours Override’ will be displayed at the left bottom as overtime hours and the ‘Regular’ hours are displayed by deducting ‘OT Hours Override’.

Note:

This option works for salary and wage earning which uses employee calculation method as fixed, flat or hourly rate.
This option cannot be set for the timecards in the bulk. You have to set this option true for the each timecard for which you want to override automatic overtime calculation.
Selecting ‘Overtime override’ option on timecard will clear and disable the “Include in FLSA Calculation” option from specific earning.

About Us

Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix offers unique GUMU integrated solutions of Sage 300 with Sage CRM, Salesforce.com, Dynamics 365 CRM 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 and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using sData and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East. The GUMU integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.

For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.

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As the world is facing financial, physical and mental crisis during the Covid 19 pandemic, many businesses have also been in troubled waters. Covid 19 has forced businesses to look out for the new normal! According to a recent study it has been predicted that the financial meltdown will be like the 2008 recession which had affected economy adversely or this time it can be even worse if a possible vaccine is not found within a month or two.

But one thing is for sure, Covid-19 will change the way the world works! Questions like “Will things ever revisit to normal?” and “Will we’ve to think about other ways of survival?” will crash on in minds of all types of business owners. Hence, it is now necessary to think of Covid 19 as The New Normal.

The key to navigate through the current situation is to be thoughtful and make wiser moves while working remotely. Here are a few ways, businesses can thrive during the Covid 19 pandemic and unlock financial growth lockdown:

Effective communication: The biggest challenge during the pandemic is to keep your customers connected with your business and that too in a situation where all employees are working from home and there is a possible chance of missed communications. Effective communication can guarantee flexibility, empathy, and understanding. Customer Relationship Management or CRM softwares can play a big role here. Your sales and service teams can proactively cross sell and up sell as all the customer information is visible on user friendly dashboards. Being on cloud and also available on premises, it simplifies the sales and service processes, ensures Customer loyalty and facilitates discovery of potential customers. The examples of some of the popular industry renowned CRM softwares include Salesforce, Sage CRM, Dynamics 365 CRM.

Managing present revenue: An efficient Cloud ERP software can manage your budgets and improve reporting and planning. The collaboration between teams and workflows can be controlled while also maintaining data security and quality. It is a suite of customizable applications that allow businesses to integrate and manage their most important processes from planning till execution. The examples of some of the widely known ERP softwares include Sage ERP’s like Sage 100, Sage X3, Sage Intacct, Sage 300 etc.

Digitalization: Being digital can open many doors for businesses. As many businesses are now operating remotely, your digital presence can impact your Customer. All your Customers want is your availability which can be made possible with screen sharing, round the clock support, new possibilities in their existing software. Leveraging digital platforms can make communications smoother and teamwork easier.

Integrated ERP and CRM softwares: When ERP and CRM softwares can individually drive such impressive results then imagine what they can do when combined and implemented as a business solution. This powerful combination can reduce data duplication, improve workforce productivity, swiftly manage order tracking and forecasting while also making data available across multiple devices. Some of the examples that have helped businesses across the globe and provided cloud benefits are Salesforce – Sage ERP, Sage CRM – Sage ERP and Dynamics 365 CRM – Sage ERP integrations. The benefits also guarantee effective automated communications between systems operating remotely.

Migration to Advanced ERP or CRM Systems: Enterprise data is critical for every organization. Migration of legacy data onto a single, unified, larger, well organized and efficient platform enables enterprises to focus on resources from multiple disparate systems. It also eliminates the inconvenience of system modernization while making it affordable. Minimum disruptions, increased flexibility, mitigated risk, and reduced costs are among the many advantages you can expect from this offering. Some of the efficient and advanced system migrations can be listed as migration to Sage 300, migration to Sage 100 and migration to Sage CRM from legacy systems.

Greytrix – Sage Gold Development Partner, has been a leading ERP – CRM provider for over 21+ years. As we pull together as a community and fight against the pandemic, we want to assure you that our products, services and support are available during this time as #WeWorkForYou to help you #StayIntegratedStayConnected. Greytrix is operating remotely in sets of teams to guarantee continuous service and strives to provide quality assistance while #FlatteningtheCurve.

Let’s hope Health for all because the next normal business will look unlike any in the years preceding the coronavirus, the pandemic that changed everything!

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In Sage 300 ERP, We have reports under PW Module, which are standard reports that provide basic information related to the transactions. Basically, existing reports carry the minimum required information and do not allow the users to have detailed knowledge. We have therefore introduced a new report to print transactions that are carried out in Requisition Screen of PW Module of Sage 300 ERP. This report will print the detailed information about every requisition (can be customized) along with some Auto selection of the segments required in Requisitions that will help save manual work of the Users in Organization.

The User Interface of the Report will be as below:

The Information Printed on report will contain data as follows: This data can be customized according to requirement.

Requisition Date, Requisition Number, Location and Company name.
Description, Reference and comments.
Header level Optional Fields.
Item Number & its Description, Quantity, Cost, Rate, etc.
Detail level Optional fields.
Vendor Details such as Vendor Name, Address, Contact No, Email Id, etc.
Requester, Level 1 Approver, Level 2 Approver, Level 3 Approver & Level 4 Approver and its Name & Approval Date.

After selecting desired range of Requisition number the report will print as follows:

The main feature of this report is the Auto checked Check-box functionality. The user does not need to manually tick the check boxes after printing the report. This functionality is handled by using Optional fields and its values that will be defined in the requisition Entry. The Optional field that will be created will contain workflow name in its value and description will contain data as per the requirement.

Lets have a look at below example to understand how this functionality of Auto checking the check-boxes will work.

In this example, we will consider the ‘Division’ part of the Report. There are many options under division.

We will create an Optional field “DIVISION” and its value will be the Workflow name.

User will create a Requisition Entry. The report will determine the Workflow name and the Description. The description will determine which checkbox will be checked. For example: If user is using “PR” workflow for requisition entry then after printing the report, for “Division” section the Check-box of ‘Buisness’ will print a tick mark thus auto defining the options.

We have created all optional fields of sections which were required in the report and depending upon the value of optional field we have Auto checked the Check-boxes.

The post Printing Purchase Indent Report in PW Module of Sage 300 ERP appeared first on Sage 300 ERP – Tips, Tricks and Components.

In this blog, we are going to discuss about the new custom “Expense Report” which we have developed for one of our customers. This report helps in maintaining the actual and projection costing for required inventory in our ERP System.

The purpose of this customization is to store the Projection Expenses and fetch Actual Expenses from AP Invoice transactions. Based on this the User can calculate the final Margin i.e.: ‘Gross Margin’ and meet their business aspects.

The user interface for ““Expense Report” is as displayed below. The report data will be produced as an MS-excel exported file based on the user-specified Order entry range. This order number will be mapped into the optional field from Account Payable Invoice screen for the transaction reference purpose.

Please refer the screenshot of the user interfaces for “Expense Report”.

As you can see in above screenshot user will be able to specify ‘From’ and ‘To’ Order number and report will get generated based on the selected Order number.

Once user clicks on the Export button, a prompt will be displayed to select the path where reports needs to be exported. The report will get generated and will consist data of Order, AP invoice expenses (actual and projection)

We have maintained two rows in the report for expense tracking purpose.

Actual– this will be transaction-level data / Expenses from AP invoice Screen.

Projection– We have maintained custom table to store the Projection expenses.

Below is the excel-based generated output of expense report along with mapping of the some fields.

So Number:- this will be the header level Order number field from the OE order entry screen and based on the same, the report will get export.

Customer name \ number: – header level customer name or number field from OE order entry screen.

Item number: – this will be detail level selected item number field from the OE order entry screen.

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