Sage 300 Three way PO matching Add-on Web Module 2020

By | November 30, 2021

As we all are aware of sage 300 web screens as well as their desktop add-ons. Sage has already released many new screens in Sage 300 ERP web version which can be accessed using the browser as well as with the desktop screens. Similarly we are now adding one more Addon module to the web version which is Three Way PO Matching.

New Stuff: Indirect Expense Report from AP-GL Module

We are now aware of “Three Way PO Matching” in desktop version and its use Or you can also refer to the blog Three Way PO Matching to know more about the functionality. In short PO matching is quite flexible for the users to setup different types of restrictions/validations on each screen of PO. The web version Three Way PO Matching module will have the same Functionality as the Desktop version. The only difference will be its provision to setup through Web screens and its UI look and feel.

Let’s see the web Add-on module “Three Way PO matching”.

  1. It provides the separate setup for cost and Quantity on PO receipt/Invoice screen.
  2. It also provides separate level of tolerance in restrictions on PO receipt/Invoice screen.

Please refer the below screen shot.

PO Receipt

Here you can see, there is separate setting for Quantity and cost restriction for PO Receipt and Invoice.
This will allow Administrator to make separate validations on quantity and cost. Also Tolerance option is separately provided for all four transactions. With the help of this option user can setup the tolerance percentage.

For E.g. if we have created PO entry with ordered qty 1 and cost 100 , extended cost is 1000, on that if we set the tolerance with 10% on qty and cost of PO receipt level and PO invoice.

PO Receipt

At PO Invoice screen, it will allow to save the PO Receipt /PO invoice entry if we entered quantity is up to or equal to 1 with PO cost 100

PO Invoice Entry

Now if we set the quantity 1 with Cost or 110.

PO Invoice Entry

PO Invoice Entry

In this way, we can set validation option for each screen with enhancement and flexibility to the users to setup 3 way PO matching using Sage 300c web screen.

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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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