In Sage 300 ERP, Order Entry Screen has many details which help us know about the transaction done. Sometimes information such as the pending amount, Invoice amount, Invoice number, etc. is required to verify the details. Hence to help support this requirement we have developed a report to display the required details from the order entry and Invoice entry screen.
New Stuff: https://www.greytrix.com/blogs/sageaccpacerp/2022/11/03/sales-statistics-in-order-entry/
In this blog, we will elaborate on the SO Report, which will display the Header and Detail data from the OE Order Screen and OE Invoice Screen by using the Filter criteria listed below.
- From and To Order Date
The report data will be generated based on the user-specified Order Date Range. Please see the screenshot of the “SO Report” below:
As shown in the preceding screenshot, the user will be able to specify the ‘From’ and ‘To’ order Dates, and the report will generate the necessary data in the crystal report based on the same.
The crystal report generated output of the “OE Order Entry Screen and Invoice Entry Screen” report is shown below:
This report includes the following fields from the OE Order Entry Screen and the OE Invoice Entry Screen and can be customized as per required needs.
- Order Date
- Order Number
- PO Number
- SO Description
- Customer Name
- Customer Number
- Product Code
- Product Description
- Exp Ship Date
- Order Qty.
- Shipped to Date
- Pending Qty.
- Invoiced Qty.
- Invoice Number
- Unit Price
In this way, the user can easily retrieve the necessary data from the OE Order Entry and OE Invoice Entry Screens, which serves the purpose of this report.
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integrated solutions of Sage 300 with Sage CRM, Salesforce.com (listed on Salesforce Appexchange), 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.
The GUMU Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
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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