In Sage 300 ERP, enabling transactions to auto-populate based on specific requirements enhances user-friendliness and efficiency, saving valuable time. The customization addressed a concern in AR Invoice Entry where optional fields in the details weren’t automatically filled due to incomplete optional field setups in AR Items and GL Accounts.
A/R Invoice Entry does not auto-populate optional fields from AR Items and GL Account . To overcome this situation, the AR Invoice Entry screen is customized by linking the master optional field screen with every item/account in the value field. The detail optional field value is stored in the description column.
As a result, when users input the AR item or GL Account on the A/R Invoice Entry, the description of the optional field corresponding to the selected item/account will be automatically populated into the A/R Invoice Detail optional field.
New Stuff: – Barcode Integration with Internal Usage Screen
The above optional field configuration needs to be done for A/R items and G/L accounts.
By implementing this approach, we can achieve the desired automatic population of optional fields when Items/Accounts are changed. This enhancement expands accessibility to Sage 300 ERP functionality, facilitating smoother and more efficient operations for users.
This process will help in reducing manual efforts to enter optional fields on each detail line.
About Us: –
Greytrix – a globally recognized and one of the oldest Sage Gold 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, Dynamics 365 CRM and MagentoeCommerce 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 Data 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.
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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