Sales Export Report Utility

By | October 30, 2020

In Sage 300 ERP, we enter the sales details in Order Entry module whenever we need to carry out some sales transactions.  When an Invoice is booked, the details related to Invoices are readily available on the OE Invoice Entry. We can fetch the data that is invoiced easily, but we do not get few details on Invoices such as payment code details and other related details from the Receipts or Orders. In order to make these details available, we came up with a report that displays detailed data from Invoices and related Receipts.

New Stuff :- TDS Audit Report

In this blog, we are going to discuss about the UI, filters and export data that we can fetch from Invoices and Receipts. The UI will have following below filters which can also be customized as per user requirements.

  • From and To Client Code
  • From and To Client Currency

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

Please refer below screenshot of the user interfaces for the “Sales Export Report Utility”.

Sales Export Report - User Interface
Sales Export Report – User Interface

As you can see in the above screenshot user will be able to specify ‘From’ and ‘To’ Client Code and ‘From’ and ‘To’ Client Currency. Based on the this, the report will generate required data in Excel format at desired path. This path can be defined by the user by using the ‘Select File’ field option (as can be seen in above screenshot.

Below is the excel-based generated output of the “OE Invoice and AR Receipt Entry Screen” report: –

excel-based generated output of the “OE Invoice and AR Receipt Entry
excel-based generated output of the “OE Invoice and AR Receipt Entry

This report includes following fields from OE Invoice and AR Receipt and can be modified according to your requirement.

  • Date of Invoice.
  • Item Code.
  • Item Description.
  • Narration.
  • Invoice Number.
  • Invoice Value.
  • Amount Due.
  • Payment Source.

This utility thus can be useful to readily make available details of Payment sources used for the Invoices and other required details.

About Us

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.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

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