As per organizational needs and data requirements we have customized many Sage 300 standard reports. Today we are going to discuss regarding OE Invoice report which we can customized to get the track for its further status related to payments received.
Navigation for the report:
You can get this report for range of Invoices using O/E forms à Invoices.
We can customize the OE forms – Invoices report “OEINV01.rpt” to track the below information for the Order Entry Invoices.
This standard form displays the Invoice information along with item details, total, taxes and discounts. But we can enhance it to further accommodate more data and can make it more presentable along with additional information.
We can link and present below information related to a particular invoice to represent the detail information about its status.
- Prepayment received for the Orders against which this invoice is created.
- Prepayment received for that particular invoice.
- If it has been processed to day end and posted then we can track A/R Receipts transactions made against this invoice such as A/R Receipts, Receipt-Prepayments, and Receipt-Applied Documents etc.
- Also we can track any reversal entry that might have been made to reverse the payment received against invoice by using Bank Reversals.
- The report can be further customized to display the invoice totals, less Payments as (Prepayments received against OE Order/Invoice + A/R Receipt(s)) – Bank reversal if any and can further displays the balance to be receive against that particular invoice.
- The report can be customized as explained above with no additional parameters so there will be no change on user interface.
The customized report form can give you exact figures invoice status as Invoice value, its total “A/R Receipts”
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.
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