Order Format Report

By | April 29, 2022

In Sage 300 ERP, when you enter a transaction in Order Entry Screen, there is order Header & details data . In the order entry screen, we cannot find Order status i.e. (Cancelled, Invoice, Quotation) and Item Type i.e. (Kiting, BOM, Finish Goods) So, we came up with the report to display Order status and Item Type and also the header and detail data from OE Order Entry Screen.

New Stuff: PO Requisition Import customization in Sage 300C

In this blog, we are going to discussed Order Format Report Utility were the user can use this utility to export the Header and detail OE Order Screen by using the below Filter criteria.

  • From and To Order Date

The report data will be produced as a Text and CSV based Report exported file based on the user-specified Range of order Date.

Please refer the screenshot of the user interface of the “Order Format Report Utility”.

Order Format Report Utility
Order Format Report Utility

As you can see in the above screenshot user will be able to specify ‘From’ and ‘To’ order Date, based on the same, the report will be generated required data in a Text and CSV based Report format at desired path which user will enter in the ‘Select File Path’ field (as can be seen in above screenshot). User will be able to select required path on the Browse button.

After entering the file path as well as range of order Date user will be able to export the data.

Below is a CSV based generated output of the “OE Order Entry Screen” report: –

CSV output of Order Entry Screen
CSV File

Below is a Text based generated output of the “OE Order Entry Screen” report: –

Text output of Order Entry Screen
Text File

This report includes following fields from OE Order Entry Screen and can be modified according to your requirement.

  • Site Code.
  • Order Number.
  • Order Line Number.
  • Customer Sell-To Code.
  • Customer Ship-To Code.
  • Item Code.
  • Order Date.
  • Original Promised Delivery Date.
  • Actual Ship Date.
  • Customer Request Date.
  • Canceled Date.
  • Local Site Currency Code.
  • Revenue Type.
  • Transactional Channel.
  • Order Status.
  • Currently on Hold.
  • Order Entered by Name.
  • QTY Ordered.
  • Ordered UOM.
  • Line Value Site Currency.
  • Price Override.
  • Original Price.
  • Pricing Schedule Type.

In this way user can easily fetch the required from OE Order Entry Screen data which serves the purpose of this utility.

About Us

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.

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+ 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.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.