With the release of Sage 300 v2021, Sage has introduced many features and enhancements to desktop as well as web screens. In this blog we are going to discuss about the additional provision made available to set ‘Customer Account Set’ in OE Templates screen.
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Navigation for the setting:
You can navigate to the ‘O/E Templates’ screen as Order Entry>> O/E Setup >>Templates.
As displayed in the screenshot below on ‘Customer’ tab you will see an extra textbox is added for specifying ‘Cust. Account Set’ for Specific Templates.
In earlier versions for Sage 300 there is no field for Cust. Account Set on O/E Templates screen, so we can say Sage 300 v2021 allows us to set customer account set for template.
Using this provision, user will be able to overwrite the customer specific ‘Customer Account set’ with the one specified in the Template selected. To demonstrate the same please find below example:
For Customer number 1100, the Account set is ‘Trade’, please look at the below screenshot:
When we select this customer on Order entry screen, ‘Customer Account Set’ field gets auto populated with the ‘TRADE’ Account set as specified in the Customer Master:
But, if we specified Template code after selecting the customer, it will reset the ‘Customer Account Set’ with the one specified for that template:
As you can see in below screenshot for template code ‘Bay’ the Customer Account Set is ‘EMPLOY’
When we select ‘BAY’ template code or Order Entry screen for order with customer ‘1100’ the Customer Account set in the order will get reset to ‘EMPLOY’ as per specified template instead of ‘TRADE’ i.e. customer specific Account Set.
Here please note that, if the selected template after specifying customer code have the Account set blank then order will be set to blank Cust. Account Set, in this case we need to specify the Cust. Account set manually.
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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 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 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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