In Sage 300 ERP, we use the O/E Invoice Entry screen to enter and post invoices, print receipts (for prepayments) and invoices immediately after posting. We use the Invoice tab to specify general information about the invoice, add and edit detail lines for items and miscellaneous charges on the details table and specify Tax details etc. If we can see the OE invoice Screen, there are multiple fields to enter the details of invoice for respective transaction but there is no provision of tracking the required Invoice details in Sage 300.
New Stuff: – Customer and Transaction Date Filter in OE Invoice Form
Hence, in this blog, we are going to discuss ‘Sales Invoice Export Utility’ where the user can use this utility to export the details of Sales Invoice using the below Filter criteria.
- From and To Invoice Date
- From and to Invoice Number
The user interfaces for the Utility of “Sales Invoice” Export is as displayed below. The report data will be produced as an MS-excel exported file based on the user-specified Sales Invoice Number and Sales Invoice Date.
Please refer below the screenshot of the user interfaces for the “Invoice Export”.
As you can see in the above screenshot user will be able to specify ‘From’ and ‘To’ Invoice number and Sales Invoice Date, based on the same, the report will be generated. User will have the provision of selecting appropriate path for data generation purpose i.e. path to export the Excel output.
Once the user clicks on ‘Export’ button, the system will generate required details of Sales Invoice. The details can be exported as per requirement and can also be customizable as per user needs.
Below is the excel-based generated output of the “Sales Invoice” report.
The exported output has ‘n’ number of fields based on requirement. Few key field mappings are mentioned below:
- Sales Invoice Number: – this will be the header level Invoice number field from the OE Invoice entry screen and based on the same, the report will get export.
- Sales Invoice Date: – this will be the header level Sales Invoice date field from the OE Invoice entry screen.
- Customer number: – this will be the header level selected Customer number field from the Sales Invoice entry screen.
- Location: – this will be the header level selected Location field from the Sales Invoice entry screen.
- Item No: – this will be the Detail level Item No field from the OE Invoice entry screen.
- Item Desc: – this will be the Detail level Item Desc field from the OE Invoice entry screen.
Thus a user can Export the Sales Invoice details using our Invoice Export Utility which will make it easy and efficient to track the Invoice details within a single exported file.
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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, Salesforce.com, 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 GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill 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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