A/P Invoice – Job Related Documents introduced in Sage 300 2022.1 Web Screen

By | May 23, 2022

As we have seen in Sage 300 v2019, it has the functionality of Job related documents for Account receivables module, this functionality is available for multiple Account Receivable screens like AR Invoice, AR Refund Entry, AR Receipts, AR Adjustments, but this option was not released for Account Payable module in the Web screens until the version 2022.

Now with the release of Sage 300 2022.1 (PU1), Sage has introduced the Job Related Document option for A/P invoice screen also, in this blog we will see how can a user use this functionality in sage 300 2022 PU1 web screen.

New Stuff: OCX could not be loaded

Below are the steps, which will guide us on how we can enter Job related documents through Accounts Payable Invoice screen.

  • Open AP Invoice Entry screen, navigate to “Accounts Payable >A/P Transactions > Invoice Entry”.
AP invoice
  • Once the screen is opened, as usual we need to enter the vendor number and the other header information.
AP invoice entry screen
  • If the Job related option is still disabled, then delete the default detail line from the detail table after which the option will be enabled.
Job Related disabled
  • Now, we can see the Job related option is available for selection.
Job Related Enabled
  • On selecting Job Related option all, the grid columns will be refreshed. We can see in below screenshot different grid columns appeared for Job Related.
Job related documents
  • In the Details grid, we need to specify contract, project, category and resource in the appropriate field. Depending on the project type, default-billing type, billing rate, A/R item number, unit of measure, general Account number will be displayed.
  • Then, fill the required details in the detail table.
  • In addition, we need to fill remaining tab fields and click on “Add” button when finished.
  • This how we can enter Job related documents on A/P invoice entry screen.

Therefore, the user can now perform job related transactions from web screen rather than going to the desktop screen for just using this function.

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