Sales Order Export utility

By | July 30, 2020

In Sage 300 ERP, we use the O/E Order Entry screen to enter, edit, and post quotes and orders, including active, standing, and future orders. In the O/E Order Entry screen, you specify the order details required to enter and complete the transaction. You can also review information about any shipments and invoices generated from the order.

If you separate order entry, shipping, and invoicing tasks, you use the O/E Shipment Entry screen to ship posted orders and the O/E Invoice Entry screen to invoice shipments. This sometimes becomes a bit difficult to maintain all the Order details and its time-consuming task . In this blog, we are going to discuss about the newly developed Utility of “Sales Order” Export. It is basically an easier way to obtain and show the data from the Order Entry screen In Sage 300.

New Stuff: – Sales Invoice Export utility

The user interface for the Utility of “Sales Order” Export is as displayed below. The report data will be produced as an MS-excel exported file based on the user-specified Sales Order Number and Sales Order Date.  

User can use this utility to export the details of Sales Order using the below Filter criteria.

  • From and To Sales Order Date
  • From and to Order Number

Please refer below the screenshot of the user interfaces for the “Sales Order”.

Sales Order - User Interface
Sales Order – User Interface

As you can see in the above screenshot user will be able to specify ‘From’ and ‘To’ Order number and Sales Order 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 Order. 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 Order” report.

Sales Order - Export Details
Sales Order – Export Details

The exported output has ‘n’ number of fields based on requirement. Few key field mappings are mentioned below:

  • Sales Order Number: – This will be the header level Order number field from the OE order entry screen and based on the same, the report will get export.
  • Sales Order Date: – This will be the header level Sales Order date field from the OE order entry screen.
  • Customer number: – This will be the header level selected Customer number field from the Sales order entry screen.
  • Location: – This will be the header level selected Location field from the Sales order entry screen.

Hence, user can Export the Sales Order details based on Sales Order Number and Sales Order date Instead of doing this activity manually, we can export and save time and help to maintain track of sales Order details.   

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