In Sage 300 ERP we have multiple reports that provide us with the details for Sales transactions carried out for a particular product throughout the year. But there is no report which provides us with the details of Sales transactions that are not fully completed or are partially completed.
For details of such transactions we have developed a customized report termed as ‘Pending Sales Order’ report. This report will provide details of all the Sales Orders which were placed but are incomplete for some reason.
New Stuff: – Purchase Order Validation Based On Vendor Contract Costs
In this Blog we are going to discuss about Pending Sales Order report. The report will fetch data from the OE Order Entry transaction screen for the pending orders and will display details for that order from OE shipment and Invoice screen.
This will be a BI report and will be exported based on the following filters:
- Item Number
- Location
- Transaction Date
Please refer the below Output of Pending Sales Order report:
In the above screenshot of the Pending Sales Order report, we can see the details of shipment and invoice transactions done against a particular order entry and the remaining backorder quantity for that order for the given location.
This report includes the following fields to meet your needs.
- Customer Code
- Customer Name
- Customer Group Name
- Expected Shipment Date
- Item Location Code
- Item Location Name
- Item Number
- Item Name
- Manufacture Name
- OE Order Number
- Order Date
- Quantity Ordered
- OE Unit Cost
- OE Unit Value
- Shipment Number
- Shipment Date
- Shipment Quantity
- Shipment Unit Cost
- Shipment Unit Value
- Quantity Back Order
- Invoice Number
- Invoice Date
- Invoice Quantity
- Unit Cost
- Unit Value
- Quantity On Hand
Note: Fields can be customized as per Users requirement.
Thus, this report is very useful to know the information of the Pending transactions as Users can easily identify which sales order are fully invoiced, partly invoiced or pending and also the backorder quantity for that order along with the total quantity available on hand for that particular item.
About Us
Greytrix – a globally recognized and one of the oldest Sage 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 (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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