We are aware that sage has a functionality in Account Receivable for the Job Related Documents in the desktop version. The options was not yet provided in the web screens up to Sage 300 2019.1 i.e. Product Update 1. With the release of Sage 300 2019.2 (PU2), sage has introduced the Job Related Documents option in the A/R Receipts Web screen.
New Stuff: AR Invoice – Job Related Documents introduced in Sage 300 2019.2 Web Screens
Navigate to “Accounts Receivable → A/R Transactions → Receipt Entry” to open the A/R Receipt Entry screen. The screen can also be opened from the Receipt Batch List Menu similar to the functionality available in the desktop screen.
Once the screen is opened, enter the customer, select the Transaction Type as “Prepayment” and the Job Related check box is available for selection.
Similarly, if Transaction Type “Miscellaneous Receipt” is selected, the Job Related check box is available for selection.
The Job Related option is only available for Transaction Type as Prepayment and Miscellaneous Receipt. Other Transaction Type does not support this feature.So, user can now perform the Job Related transactions from the web screen itself instead of going back to the desktop screen for just using the feature.
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 offers unique GUMU
integrated solutions of Sage 300 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 and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with 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.
For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.