AR Invoice Import Routine

By | April 6, 2020

Import Routine in Sage 300 has been very useful for users as it provides automation for a way to create bulk entries at one time with fewer efforts required. This blog comes with example of such automation that is Importing AR Invoice entries. 

Creating manual invoices based on the provided data at times becomes very stressful can be a  be time-consuming activit. To help reduce this drawbacks, we have introduced various  import utilities. One such utility concentrates on Importing the AR Invoices. Below is the brief description of how this utility works.

This import routine will create AR invoice entries automatically in the Sage300. The user interface to importing entries from the excel sheet is as below:

AR Invoice Import -UI
Sage 300 -AR Invoice Import -UI

The user needs to select the appropriate excel sheet and then click on Import Button which will start the import routine. This will validate data with respect to Sage 300 ERP database. For eg, fields like Customer Number Code, Item Number, Costing and Qty, etc.

After importing the valid data, AR Invoice entries will be created and if the data is not valid, then the system generates error log and will be easily readable to users.

Below is the format of the Import sheet that shows the fields of AR Invoice entries and the same will be used for import purpose.

AR Invoice - Import Sheet
Sage 300 -AR Invoice Import Sheet

After successfully importing the data, you can check the AR Invoice entries created automatically in Sage 300.

AR Invoice Entry Screen
Sage 300- AR Invoice Entry Screen

Note: – We have considered the Transaction type “Item” from the AR Invoice Screen.

The purpose of this blog user can easily Import multiple AR Invoice details using AR Invoice Import Routine instead of doing this activity manually and it helps to save the user time and provide Provision to create automatic entries based on the Import sheet.

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Greytrix – a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged 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 competence.

Greytrix offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM,, Dynamics 365 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 services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using Data and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.

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