• Who We Are
    • About Us
    • Factor - D
    • Our Networks
    • Accolades
  • What We Do

    SERVICES

    • Consulting / Implementation
    • Migration
    • Development

    OUR SOLUTIONS

    • GUMU Integration
    • BPortaly
    • Sales Commission
    • Shipping
    • IOT

    COMPREHENSIVE SERVICES FOR

    ERP

    • Acumatica
    • Sage Intacct
    • Sage X3
    • Sage 300
    • Sage 100
    • Sage 500

    CRM

    • Salesforce
    • D365 CRM
    • Sage CRM
    • Creatio
    •  

    Other Solutions

    • E-commerce
    • EDI
    • POS
    •  
    •  
  • Resources
    • Case Study
    • Blogs
    • Videos
    • Ebooks
    • News
  • +1 888 221 6661
Contact us
Career |
  • Africa
  • Middle East

Sage 300 ERP – Tips, Tricks and Components

Explore the world of Sage 300 with our insightful blogs, expert tips, and the latest updates. We’ll empower you to leverage Sage 300 to its fullest potential. As your one-stop partner, Greytrix delivers exceptional solutions and integrations for Sage 300. Our blogs extend our support to businesses, covering the latest insights and trends. Dive in and transform your Sage 300 experience with us!

AR Invoice Import Utility

By sage300 | July 13, 2017
0 Comment

Enterprise resource Planning or ERP is a solution for organisations to manage their business efficiently. The main application of an ERP Software is to collect and organise data from various levels and provide the management a clear picture of profit and loss.

New Stuff: Material Reservation/MO Report

Discussing about PO, AR, IC, GL module, let us take an example Account Receivable. Let us say a user has created number of Batches and Entries in Account Receivable or we can say user has saved those data in Excel or somewhere as per requirement but due to some other issues System it is damaged.

Now, how user can Retrieve all those Information to Sage 300?

We have solution to retrieve all those data from Excel Sheet to Sage 300. In Sage 300 ERP, we have developed a new utility to import Number of Batches using a single User Interface (we will Consider Only AR- INV, AR-CREDIT, AR-DEBIT Transaction)

Refer Below screen:-

User needs to select Excel file using Select Path file Option and Utility will work and System generate Batches automatically based on data entered in Selected Excel sheet

Note: Import file format will be excel and Entry type will be Summary while creating automated batches

The Import format is as follows:-

While importing, multiple batches will create depends on state code mentioned in 1st column in excel sheet.

At the time of creating Excel file user need to take care of below Points:-

  • Company (Name of the Company)
  • Batch Description :– (Batch Description)
  • Entry No:- (entry number of respective batch)
  • Entry Desc:- (This will be entry description)
  • Customer:- (Valid Customer number)
  • Doc Type :- (1 – Invoice , 2 – Debit Note, 3 – Credit Note)
  • Apply to Document:- (This field be use only in case of Credit & Debit Note)
  • Document Date:- (yyyyMMDD)
  • Post Date:- (yyyyMMDD)
  • Document No:- (document number of respective entry.)
  • PO No:- (PO Number of respective entry)
  • Order No:- (Order Number of respective entry)
  • Ship No:- (Shipment Number of respective entry)
  • Spcl Instruction:- (special instruction of respective entry)
  • Description:- (detail line description )
  • Revenue Account:- (detail line revenue account.)
  • Amount:- (detail line amount)

The main purpose to write this blog is that the user can retrieve all the Information (batches) at a time using Single Interface. This Utility will be helpful to Import N numbers of Record to Sage 300.

About Us
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 accpac@greytrix.com. We will be glad to assist you.

Related Posts

  • AR Invoice Import routine
  • AR Invoice Report
  • Import AR Invoice with Web API in Sage 300
Category: Sage 300 Tags: Account Receivable, AR, AR Invoice Integration, AR Utility, Import, utility
Post navigation
← Material Reservation/MO Report Auto-Update Bill-To-Address for Open Orders in Sage 300 ERP →

Greytrix Websites and Blogs

  • Greytrix
  • Greytrix Africa
  • Sage X3 – Tips, Tricks and Components
  • Sage 100 & 500 ERP Tips and Tricks
  • Sage CRM – Tips, Tricks and Components
  • Salesforce.com Tips and Tricks by Greytrix
  • Sage Intacct– Tips, Tricks and Components
sage crm and sage 300 integration

Categories

  • Sage 300
    • ACCPAC SDK
  • Sage 300 People
  • Sage 50 US
  • Sage Business Cloud
  • TDS
  • Uncategorized

Recent Posts

  • Input Service Distributor (ISD) for Sage300
  • Customization of Default commits quantity on greymatrix order entry screen.
  • Introduction to Whatsapp Integration addon in Sage300 ERP
  • Introduction to Digital Signature Addon in Sage300 ERP
  • The “On Hold” feature on the Order Entry screen of GreyMatrix for Sage 300.

Archives

Awards

Premier Partner of the Year Premier Partner of the Year
Platinum Partner of the Year Platinum Partner of the Year
The CEO Story The CEO Story
Gold Partner pf the Year Gold Partner pf the Year
Top Excellence Distributor Top Excellence Distributor
  • na.sales@greytrix.com
  • +1 888 221 6661
  • B301, 3rd Floor, Everest Nivara Infotech Park, MIDC, Turbhe,
    Navi Mumbai 400 705. India

Our Global Locations >>

Who We Are

  • About Us
  • Factor - D
  • Our Network
  • Accolades
  • Career
  •  
  •  

Services

  • Consultation & Implementation
  • Migration
  • Development

Solutions

  • GUMUTM Integration
  • BPortaly
  • Sales Commission
  • Shipping
  • IOT
  •  
  •  

ERP

  • Acumatica
  • Sage Intacct
  • Sage X3
  • Sage 300
  • Sage 100
  • Sage 500

CRM

  • Salesforce
  • D365 CRM
  • Sage CRM
  • Creatio
  •  
  •  
  •  

Other Solutions

  • E-commerce
  • EDI
  • POS

Resources

  • Case Study
  • Blogs
  • Videos
  • E-books
  • News
  •  
  •  

Connect

  • Contact Us
  • Privacy Policy
  • Terms Of Use
  •  

© 2025. Greytrix, All Rights Reserved