Export Open Order Details

By | February 13, 2017

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. As we know it is difficult to get the details of the open order among the multiple sales order from which sales order get posted and not shipped. But now it is possible to get all open order details using “Open Order Export utility”

We have provided a new macro through which user can export all open order details. Basically open orders mean the active orders which are not get shipped.

New Stuff: Sage 300 – Chopping Controls

Follow below steps to check exported open order list. The open order will get exported in excel format with respective details.

Go TO Sales order form -> Create one Order with Active status. Please check below screenshot.

OE Order Entry screen

Order number ORD000000000138 is created with two items respectively A1-103/0 and A1-401/0.  This order is selected for customer 1200.

To generate the open order user need to open OE Export Open order macro. This macro is present with field customer number which allows a user to select the customer number and Export file path field which allow a user to select the excel file path in which user will export details.

OE export Open Orders

OE Export Open orders

After selection of Customer number and file path click on an export button to export the open order details. The utility will pop up a success message after the process gets completed successfully.

Process Succesful

After completion of the process, all open orders details will get exported in the selected excel file.

Excel file generated

Here you can check details of open order get exported in file. you can check the item number A1-103/0 and A1401/0 with other details such as Item description, schedule quantity,  Open quantity per item, Deliver. Date and expected ship date.

This is how “Export open order “utility will help user to export details according to the particular customer which is helpful to maintain a track of each customer wise open order details.

You can follow below link to add the macro to desktop of sage 300
How To Add A Macro To Accpac Desktop of Sage 300 ERP

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