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’
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:
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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