The Sales Order is a confirmation document sent to the customers before delivering the goods or services. Sales Order can be created once the quote is accepted by your prospective customer.
Sales order is generated against a customer and in Sage 300 user cannot change customer number once sales order gets posted. But now it is possible to change customer number of sales order even after posting the order.
We have developed a custom application through which user can change/replace old customer number with new customer number for any particular sales order, since many of the customer’s orders will start under one customer but then it switch to another customer. For example, a customer comes in to choose tiles and place the order, but then their building contractor comes in and completes the order and pays for it. To reduce this rigidness we have provided application to change customer number on order entry.
Let’s have walk-through of the functionality of our application:-
Go to Sales order form -> Create one quote or Order.
You can see in above screen shot the customer no is 1200. User can change this customer number using our application.
Now here selected sales order value is ‘ORD000000000067’ and New Customer value is ‘1105’ after processing this customer of order ‘ORD000000000067’ will get change from ‘1200’ to ‘1105’.
User can use this application for all Active orders and quotes to change/replace old customer number with new customer number.
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized 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 expertise.
Greytrix offers unique GUMU™ integrated solutions of Sage 300 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 and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with 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.
For more details on Sage 300 and 300c Services, please contact us at [email protected]. We will be glad to assist you.