Sage 300 ERP 2018 is available now. With the release of Sage 300 ERP 2018, we are pleased to announce the release of Customer Invoice Correction Utility for Sage 300 Version 2018.
In our earlier version of AR correction utility we have developed a custom component which generates credit note against the selected faulty Invoice and then re-creates new invoice with the Correct customer and the new document number with a suffix of “-1”.
Now we have enhanced the functionality of this utility by introducing the new features.
We have now added the option to select Document Date on a user interface of AR Connection Utility. While creating the invoice this date will be considered as the document date.
Also using this utility user can now make the correction of a customer for Item type Invoices also.
Earlier this feature was limited to only Summary Invoices.
Here we will take an example to see the working of the utility for an Item Invoice:
- We have created an Item type Invoice “IN00000000000000000033” with the customer number “1105”.
- This invoice has been created with the wrong customer number.
[Please note here we have created Item type invoice.]
- On utility, User has to select the incorrect customer along with the Invoice number that needs to be corrected.
- A user also needs to select the correct Customer number with which the Invoice needs to be re-created in Sage 300.
On the successful completion of a process, a user will get below message and utility will automatically generate a Credit note against the incorrect Invoice.
Also in the latest upgrade, we have now created a new invoice with auto generate invoice number in the same batch. In the older version, we used to create a separate batch of the credit note and invoice number with suffix as -1.
With the help of these new changes, we have now enhanced the working of AR correction utility in Sage 300 version 2018.
Greytrix is a one-stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.
Greytrix has some unique solutions of Sage 300 integration 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 to Sage business partners, end users, and Sage PSG worldwide.
For more details on Sage 300 Services, please contact us at firstname.lastname@example.org. We will be glad to assist you.