Hide Completed Orders in Order Entry Finder

By | June 1, 2019

In the large organizations too many sales orders are getting generating each day and their shipment/invoice may not be done at the same time. Thus keeping the order status to Incomplete (Open) which needs to be shipped/invoiced later in future. Sage 300 sales order entry screen has an order finder which lists all the orders and has the functionality of filtering the records based on the selected criteria from the columns but it doesn’t have an option for showing only open orders i.e. Hide the completed orders which are no longer required for processing.

New Stuff:- Customizing the Navigation Menu of Sage 300c.

We have done a customization on O/E Order Entry Screen for one of our customers where on opening the sales order finder, the completed orders are getting filtered and not displayed to the user. User can always enter the completed order manually as provided by Sage.

An example is demonstrated below showing the change before hiding completed order and after hiding it.

Sage 300 standard Order Finder (All orders displayed)

Below image illustrates the list of all Sales orders in a company. We can see that the complete range from ORD00…053 to ORD00…075 is visible in the list. When scrolled vertically, all the remaining Sales orders are listed.

Sage 300 standard Order Finder

Sage 300 Order Finder with hidden completed orders

Below image illustrates the list of open Sales orders in a company.

We can see that some Sales orders are missing in the list as their status is now completed. After order ORD00…02, directly order ORD00…63 is displayed. Also orders ORD00…70 to ORD00…075 are missing as they are completed.

Sage 300 Order Finder with hidden completed orders

So, this type of customization is very useful to get rid of navigating the unwanted list of Sales orders not fruitful to us. This in-turn saves the time of a user when completed Sales orders are not required to revisit frequently by an organization.

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