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Channel: Sage 300 ERP – Tips, Tricks and Components
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OE Invoice Import routine

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Use the O/E Invoice Entry screen to enter prepayments, and to enter, post, print, and export invoices.

On the O/E Invoice Entry screen, user can:

  • Enter and post invoices
  • Enter prepayments for invoices
  • Export invoices
  • Print receipts (for prepayments) and invoices immediately after posting If you use Payment Processing, process or void a credit card prepayment for an invoice

New Stuff:  Use of POSTMAN to test web API of Sage 300

If the user cannot create OE invoice without OE shipment and this is a mandatory process to create OE invoice

In this blog, we will discussed about OE Invoice Import routine and on the basis of shipment number we will create OE invoices in the System

You can save valuable time on making manual entries in SAGE 300 when data is available and with the Excel sheet and using OE Invoice Import routine we will create OE invoice entries in the system.

Below is the screenshot for our Import routine of OE invoice Import routine

A User needs to select the appropriate excel sheet and then click on Import Button which will start the process from validating the proper data of fields such as Shipment NUMBER, DOCUMENT DATE, POSTING DATE, HEADERTEXT

Excel Data:-

Note: – on the basis of Shipment number we will create OE Invoice entries

If the data is valid then OE Invoice entry will be created, else the system writes the error log file about the same so that user can see it & made correction as per log.

Also Read

  1. Custom Utility to keep order invoice record with optional field
  2. Generic Macro of Import Purchase Order
  3. Generic Macro of Customer Import
  4. Generic Macro of AP Misc. Payments Import

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