With the release of Sage 300 v2021, Sage has introduced many features and enhancements to desktop as well as web screens. In this blog we are going to discuss about the additional provision made available to set ‘Customer Account Set’ in OE Templates screen.
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Navigation for the setting:
You can navigate to the ‘O/E Templates’ screen as Order Entry>> O/E Setup >>Templates.
As displayed in the screenshot below on ‘Customer’ tab you will see an extra textbox is added for specifying ‘Cust. Account Set’ for Specific Templates.
In earlier versions for Sage 300 there is no field for Cust. Account Set on O/E Templates screen, so we can say Sage 300 v2021 allows us to set customer account set for template.
Using this provision, user will be able to overwrite the customer specific ‘Customer Account set’ with the one specified in the Template selected. To demonstrate the same please find below example:
For Customer number 1100, the Account set is ‘Trade’, please look at the below screenshot:
When we select this customer on Order entry screen, ‘Customer Account Set’ field gets auto populated with the ‘TRADE’ Account set as specified in the Customer Master:
But, if we specified Template code after selecting the customer, it will reset the ‘Customer Account Set’ with the one specified for that template:
As you can see in below screenshot for template code ‘Bay’ the Customer Account Set is ‘EMPLOY’
When we select ‘BAY’ template code or Order Entry screen for order with customer ‘1100’ the Customer Account set in the order will get reset to ‘EMPLOY’ as per specified template instead of ‘TRADE’ i.e. customer specific Account Set.
Here please note that, if the selected template after specifying customer code have the Account set blank then order will be set to blank Cust. Account Set, in this case we need to specify the Cust. Account set manually.
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