We have done many customizations to Sage 300 screens to facilitate custom business flow over the Sage 300 standard processing. Here in this blog we are going to discuss one such customization related to AP Invoice screen – ‘Create Distribution functionality’
New Stuff: Custom Report to list GL Batches and Entries for Accounts Transactions
Navigation for the report:
You can navigate to AP Invoice Entry screen as à Account Payables à AP Transactions à AP Invoices
You can see in the above screenshot a button “Create Dist…” which can be used to add some pre-defined Distribution Lines to AP Invoice entry. The standard behavior for “Create Distribution” button functionality adds the lines specified in the A/P Distribution Set master to the AP invoice detail lines on the top. Please find screenshot below for the reference:
Here, in below screen you can see the ‘BOOK’ Distribution set has 3 Account sets.
Which can be added over the AP Invoice using standard “Create Dist.” button and it adds the detail lines at the top of the existing detail lines.
Where in there may be scenario, that user may willing to append the set of detail lines at the bottom of existing detail lines while modifying A/P Invoice. In this case user won’t be able to use the “Create Distribution” functionality though having Distribution Set master available as it always adds the lines above the existing detail lines.
Recently one of our customer have approached us for the same thing, they need the changes in standard “Create Dist.” functionality such that it will always add the detail lines at the end of existing details. So to allow user to add records at the bottom of detail lines we have added “Custom Distribution” button at the same place where standard “Create Dist.” button exist and on click of that button handled the routine to add the detail lines at the bottom as per Distribution method specified for Distribution Set. The Distribution amount warnings and its distribution over the detail lines will be handled as per standard behavior. Please find screenshot of our custom screen for your reference:
Note:
We can also provide option for user to select where to add the distribution where user can select “Top/Bottom” option and accordingly distribution lines will be added as per user’s preference.
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Greytrix – a globally recognized and one of the oldest Sage Development Partners 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.
Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce(listed on Salesforce Appexchange), 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 Data and web services to Sage business partners, end users and Sage PSG worldwide.
Greytrix offers 20+ add-ons 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 the Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with an easy implementation package.
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