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”.
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: –
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.
- 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.
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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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