Customer Master Export utility

By | September 27, 2020

One of the main components of Account Receivables is AR Customers in Sage 300 ERP and Account Receivables can maintain detailed records of Customers.  You can set your customer record to match your business requirements. Customer records contains information about account sets, billing cycles, distribution codes, receipt types, (payment) terms, Optional Fields  and other records your company may require.

In this blog, we are going to discuss Customer Master  Export Utility were the user can use this utility to export the detailed data of AR Customers by using the below Filter criteria.

  • From and To Customer Number

The report data will be exported as an MS-Excel exported file based on the user-specified Range of customer Numbers.

Please refer below screenshot of the user interfaces for the “Customer Master Export Utility”.

New Stuff: – Sales Order Export utility

Sage 300-Customer Master Export utility
Customer Master Export utility

As you can see in the above screenshot user will be able to specify ‘From’ and ‘To’ Customer Number, based on the same, the report will generate required data in Excel format at desired path which user will enter in the ‘Select File’ field (as can be seen in above screenshot). User will be able to select desired path by clicking on the Browse button.

After entering the excel file path and range of customer numbers user will be able to export the data. Once the data is exported successfully user can access that excel file by click of single button. We have provided this feature in customer master export utility, as you can see in below screenshot.

Messagebox - Customer Master Export Utility
Messagebox – Customer Master Export Utility

By clicking on Yes Button you will be able to access the excel file directly. No need to traverse to the path and open the file manually.

Below is the excel-based generated output of the “AR Customers” report: –

Output- Customer Master Export
Output- Customer Master Export

This report includes following fields from AR Customers screen and can be modified according to your requirement.

  • Customer Number.
  • Customer Name.
  • Customer Group Code.
  • Address (Full Address, City, State, Country, Phone, Fax, E-mail, Website, etc.)
  • Account Set.
  • Payment Terms.
  • Rate Type.
  • Customer price list.
  • Terms Code.
  • And Optional field data.

In this way user can easily fetch the required customer data which serves the purpose of this utility. We can also customize this report output with required additional fields.

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Greytrix – a globally recognized and one of the oldest Sage 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, (listed on Salesforce Appexchange), 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 sData 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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