Enterprise resource Planning or ERP is a solution for organisations to manage their business efficiently. The main application of an ERP Software is to collect and organise data from various levels and provide the management a clear picture of profit and loss.
New Stuff:- Material Reservation/MO Report
Discussing about PO, AR, IC, GL module, let us take an example Account Receivable. Let us say a user has created number of Batches and Entries in Account Receivable or we can say user has saved those data in Excel or somewhere as per requirement but due to some other issues System it is damaged.
Now, how user can Retrieve all those Information to Sage 300?
We have solution to retrieve all those data from Excel Sheet to Sage 300. In Sage 300 ERP, we have developed a new utility to import Number of Batches using a single User Interface (we will Consider Only AR- INV, AR-CREDIT, AR-DEBIT Transaction)
Refer Below screen:-
User needs to select Excel file using Select Path file Option and Utility will work and System generate Batches automatically based on data entered in Selected Excel sheet
Note: – Import file format will be excel and Entry type will be Summary while creating automated batches
The Import format is as follows:-
While importing, multiple batches will create depends on state code mentioned in 1st column in excel sheet.
At the time of creating Excel file user need to take care of below Points:-
- Company (Name of the Company)
- Batch Description :– (Batch Description)
- Entry No:- (entry number of respective batch)
- Entry Desc:- (This will be entry description)
- Customer:- (Valid Customer number)
- Doc Type :- (1 – Invoice , 2 – Debit Note, 3 – Credit Note)
- Apply to Document:- (This field be use only in case of Credit & Debit Note)
- Document Date:- (yyyyMMDD)
- Post Date:- (yyyyMMDD)
- Document No:- (document number of respective entry.)
- PO No:- (PO Number of respective entry)
- Order No:- (Order Number of respective entry)
- Ship No:- (Shipment Number of respective entry)
- Spcl Instruction:- (special instruction of respective entry)
- Description:- (detail line description )
- Revenue Account:- (detail line revenue account.)
- Amount:- (detail line amount)
The main purpose to write this blog is that the user can retrieve all the Information (batches) at a time using Single Interface. This Utility will be helpful to Import N numbers of Record to Sage 300.
About Us:
Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix have some unique solutions of Sage 300 integration with Sage CRM, Salesforce.com 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 to Sage business partners, end users, and Sage PSG worldwide.
For more details on Sage 300 Services, please contact us at accpac@greytrix.com. We will be glad to assist you.
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