Quotation and Sales Order Report from Single UI

By | February 10, 2017

The Sales order, sometimes abbreviated as SO, is an order issued by a business to a customer. A sales order may be for products and/or services. Common order type Quote, Active, Hold or Standing etc.

New Stuff: Detail Purchase Order Report in Sage 300

Sometimes it is difficult to track how many Quotation & Sales order are generated against a particular customer for a particular date range. To overcome this point, we have developed a customized report called Quotation\Sale Order Report which can export the data into an excel format from a single user interface. This report has been developed for one of our client with filter criteria as:-

Filter Criteria:

  • From and To Customer No.
  • From and To Posting Date

Report UI:

Sales Order Export Utility Screen in Sage 300 - Greytrix

The Report will be printed detail wise in Excel format after fetching data from OE order entry. For Quotation, the report fetches data from OE Module where order type is Quote.

Data for both the reports would be detail wise. In short, if you export the data then you can see that the report will have header & details information too, to easily identify the data of header & details from single export.

We can also customize this report as per your requirement like add few filters on UI, add some columns which export the required data from order entry & so on.

The report gives us details as below,

Quotation Order report details

For Sale Order, the report is fetching data from OE Module where order type is Active.
The report gives us details as below,

Sale Order Report details

With the help of this report, you can easily segregate the data of Sales Order & Quotation and the store person will easily know that how many quotations are pending to convert into an order.

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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 GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East.

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com. We will be glad to assist you.