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Auto Populate Updated Unit Price on OE Invoice Screen based on Contact Pricing in Sage 300

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In Sage 300 ERP we all know the importance of OE Invoice screen and its purpose. If we are creating any Invoice entry by using order entry or shipment entry it is necessory to flow all the field deatils from order/shipment entry screen to invoice entry screen such as order number, shipment number,amounts, taxes, item number etc. This is standard workflow of Sage 300 erp but this workflow has some disadvantage like e.g when an order entry or shipment entry is created with item ‘xyz’ in the month of July and its invoice entry is created in the month of August then it may happen the unit price of the items gets changes and it will be not updated in the pervious months entries i.e enties/ invoices will get open with the old item prices this may create a problems to the user to maintain and track these changes, so our one of clinet has requested to customize the auto updated item prices in the old unposted invoices.

New Stuff: Export IC Adjustment details using Sage 300 Customized Utility.

In this customization will check if the item’s unit price in the invoice matches the item’s fixed price on the IC Contract pricing Screen and If the invoice date does not fall between the dates set for an item’s fixed price on the IC contract pricing screen, the item’s unit price in invoice will be updated.

In this blog, will discuss the OE Invoice Screen Customization so that the item’s unit price in the invoice screen is automatically adjusted if the invoice date does not fall between the dates specified for the item’s fixed price in the IC Contract pricing screen. To update the invoice unit price, the invoice date will be used as a filter parameter.

Below is the screenshot of OE Shipment Entry done in the Month of July which had Unit Price as ‘100’. This price was Updated for the month of August and Set as ‘440’ in Contract Pricing Screen.

Fig1: Before Customization

To address this, we customized the Invoice entry screen such that the Item’s Unit price in Invoice is updated with the Item’s Fixed pricing in the IC Contract Pricing screen.

Fig2: After Customization

We can observe in the above screenshot that the Item’s unit price in Invoice differs from the Item’s Fixed pricing in the IC Contract Pricing screen because the unit price in shipping is derived from the Order’s screen unit price.

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 GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill 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.

The post Auto Populate Updated Unit Price on OE Invoice Screen based on Contact Pricing in Sage 300 appeared first on Sage 300 ERP – Tips, Tricks and Components.


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