Provision to Set Arrival Date for PO Purchase Details

By | October 25, 2021

As we all know Sage 300 v2022 is released. This new release has introduced additional features to Sage 300 Desktop screens. In this blog we are going to discuss regarding one of the feature for setting ‘Expected Arrival Date’ for all the PO Purchase Order detail lines.

New Stuff: Provision to Set Location for PO Purchase Order Details

Navigation for the report:

You can navigate to standard PO Purchase Orders screen using navigation as P/O Transactions à P/O Purchase Orders.

POScreen

As displayed in screenshot above an additional button is provided as “Set Arrival Date”.  Using this button user can set value for Arrival Date for all purchase order detail lines. It will overwrite and set same value as purchase order header “Arrival Date” to all the detail lines ‘Expected Arrival Date’ field.

As you can see in below screenshot, for purchase order in example all the detail lines are having Expected Arrival Date field value at details is blank. If we set ‘Arrival Date’ for Purchase Order, then also the already added detail lines ‘Expected Arrival Date’ field remains blank.

POScreen2

Another case might be, header Arrival Date value is different and details are set different and user may be  want to change it to have all the detail lines to have same Arrival Date value. So, instead of setting the value for each detail line, user can click on “Set Arrival Date” button and you will get this field updated for all the detail lines. Please refer to screenshot below:

POScreen3

This feature, is very much useful when Purchase Order contains large no. of detail lines, it saves time for updating details and prevents user mistakes too.

Note:

  • User will be prompted for confirmation, for overwriting detail line values with header ‘Expected Arrival Date’ value. If users responses with ‘Yes’ then only it will proceed with changes.
  • The detail line Expected Arrival Date field values will be only update if PO detail line is yet to complete or not yet received.
  • Once the values are updated for all the detail lines, the values cannot be reset to the original.

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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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