Auto Vendor / Customer Code Generation in Sage 300 ERP

By | March 21, 2017

Enterprise Resource planning is a business software that integrates and runs all aspect of your business. With the help of a customized ERP, you can overcome big challenges, which are specific to your industry and attain your desired goals.

Today, ERP system have expanded to include several new functional application and integration like vendor portal, supplier portal, customer redressal forums, etc. These capabilities ensure that organization wide processes and departments are on the same track while identifying and closing any data faults.

New Stuff: PW Purchase order Quantity should not be greater than Current estimated quantity

In a Manufacturing company, there are huge order requirements placed from multiple customers and vendor. In such a scenario, on would want to keep all the data in one place along with setting up alert and notifications so that important communication to the client is not missed out.

In Sage 300 ERP, when you create and save any new Vendor or Customer, you will have to enter Vendor / Customer code manually in accordance with the naming format of the company. Sometimes it is difficult to remember what the last number of that record was and it might take time to locate the particular data when in dire need.

To overcome this problem, we have come up with one small customization, which when set according to the rule, will help auto-generate the Vendor / Customer code once you click on the ‘new’ button. E.g., you have last vendor number in database saved as S00009, so the next vendor number will be “S00010” which is automatically generated by system. User cannot manually enter anything in the Vendor Text Box because that text box will appear as a disabled field.

Currently we have used the prefix “C” for customer & “S” for vendor. You can change this prefix as per your requirement or else this prefix will be generated automatically.

Create Vendor number in Sage 300 ERP–>navigate to Sage 300 >> Account payable >>A/P vendor >> Vendor

Please Refer below screen for more clarification:-

Rest of the functionality will be same as per Standard screen functionality of Vendor master screen.

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Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, 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 We will be glad to assist you.