In Sage 300 ERP, Order Entry Screen is used to place orders for different locations against customers. Basically, Locations defined on Order Entry screen for Header field flows directly to detail level Location. But sometimes Items may not be available for few Locations or Users are not supposed to pick items from such locations. In such case, user needs to have a validation that will notify to check and change detail locations for such items.
New Stuff: Error while sending OE Invoice Report via Email
To have this validation while placing an Order, we have customized the Order Entry Screen in order to keep track of these locations. We have customized Order Entry screen in such a way that it will display Warning message for mismatched locations. These combination for mismatched location is maintained in the Optional field named ‘REQLOC”.
Configuration of Optional Field:
1. New Optional field will be created where Value would be the combination of be the header level location field and detail level location from order entry screen separated by “|”. (Header location | Detail location)
Optional field : “REQLOC”
Header Location : 3
Detail Line Location : 2, 3, 4
2. In this optional field user will have to enter the combination of Locations for which warning message should not be displayed.
Combination : 3|2
3|3
3|4
3. Combination’s would be checked for every Detail level Item.
Working:
Taking below Eg,. Order Entry is created with Header Location “3” and different detail line location for different Items. Here as seen in the above optional field, combinations of Location are 3|2, 3|3 and 3|4 (Header Location | Detail Location). In this case, for detail level location “1” combination is not present. Hence, the warning message will be displayed for this Header | Detail combination.
The warning message “Please check Log file for the Location Mismatch Warning.” will be displayed as below and log file will be generated in OExxA folder displaying details of the order line whose combinations are not present in the Optional Field “REQLOC”. The Order Entry will get posted after user clicks on OK button for the warning message.
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 GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill 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.