Generic Macro of AP Invoice Import

By | January 16, 2018

ERP is a system by which a company (often a manufacturer) manages and integrates important parts of his business for a complete 360. Sage 300 ERP integrates areas such as planning, purchasing, inventory, sales, marketing, finance.

Import Routine plays an important role in Sage 300 as it provides automation to end user to create a bulk of entries at one time and make the process easier to avoid manual creation in Sage 300.

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Sage 300 ERP has a built-in standard import facility for multiple data entry with complicated file format & worksheets. For ease of users, we have developed Import add-ons that help him to import the transaction entries into a simple single sheet excel file. In this blog, we are going to discuss our new AP Invoice Import add-ons.

Suppose you want to create Invoice with bulk entries, you will find it difficult to do manual entries, it will become a tedious task, and it might result in manual errors. Our utility will provide the solution to it. AP Invoice Import has a customized UI in which user needs to select the excel file which needs to be imported.  After the selection of the file, a user needs to click on Import Button in order to create entries in Sage 300 ERP.

Refer Below screen that will be used to import data:-

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

A user needs to select Excel file using Select Path file Option and Utility will work and System will generate Batches automatically based on data entered in Selected Excel sheet. The excel file has a basic format in which the necessary information’s need to enter.

The Import format is as follows:-

After completion of import process you will get the successful message into message box or else if there will be an error in importing, you will get those errors in error log file.

While importing, multiple batches will create depends on Vendor Number & Doc number mentioned in excel sheet. With the help of this utility, a user can create bulk entries with minimal effort in Sage 300 ERP. In addition, we have our other Import add-ons available that will be useful for other transaction entries creations. Moreover, we can customize the Import add-ons as per user requirements.

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, 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.