As we all know that we put our customer first. We always try to do something which helps our customer to save their valuable time. We have recently provided one such solution to our customer in this blog we are going to discuss on the solution provided for creating AR receipts in bulk from bulk AR invoices. With this utility user will able to process invoices in faster and easier way.
New Stuff : Fascinating features of Sage 300 Cloud v2023
In case user might have to process list of AR Invoice from same customer and want to create multiple AR Receipts from it at same time. In such case processing invoices one by one manually will be time consuming but with our AR Receipt creation utility it is made easier. Here users can select multiple invoices and can process them together to create AR Receipt Batch with Receipt entries. The utility saves users’ time also avoids mistakes while making entries manually.
Basically, we have created a generic AR Receipt creation utility that works as explained below:
- User can select the AR Invoices filtering by Customer.
- User interface has option to specify date and batch description for the AR Receipt Batch which will be applied to the generated batch.
- Utility will list all the applicable invoices for that customer along with other information such as date pending amount to be paid etc.
- User can select invoices from the grid for AR Receipt creation and by clicking on Process button single AR Receipt batch will be generated which has AR Receipt Entries for all the selected invoices.
- There is option to change applied amount so that user can pay the invoice partially.
Along with above features, this can be modified as per user requirement as mentioned below:
- We can add more filters for listing invoices such as Document Date, Optional fields etc.
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.com (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 sData 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.
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