Detail Sales Order Report in Sage 300 ERP

By | November 21, 2022

In Sage 300 ERP, Order Entry Screen has many details which help us know about the transaction done. Sometimes information such as the pending amount, Invoice amount,  Invoice number, etc. is required to verify the details. Hence to help support this requirement we have developed a report to display the required details from the order entry and Invoice entry screen.

New Stuff: Sales Statistics in Order Entry

In this blog, we will elaborate on the SO Report, which will display the Header and Detail data from the OE Order Screen and OE Invoice Screen by using the Filter criteria listed below.

  • From and To Order Date

The report data will be generated based on the user-specified Order Date Range. Please see the screenshot of the “SO Report” below:

Sales order Report in Sage 100 ERP - Greytrix
SO Report

As shown in the preceding screenshot, the user will be able to specify the ‘From’ and ‘To’ order Dates, and the report will generate the necessary data in the crystal report based on the same.

The crystal report generated output of the “OE Order Entry Screen and Invoice Entry Screen” report is shown below:

Sales order Report Output in Sage 300 ERP - Greytrix
SO Report Output

This report includes the following fields from the OE Order Entry Screen and the OE Invoice Entry Screen and can be customized as per required needs.

  • Order Date
  • Order Number
  • PO Number
  • SO Description
  • Customer Name
  • Customer Number
  • Product Code
  • Product Description
  • Exp Ship Date
  • Order Qty.
  • Shipped to Date
  • Pending Qty.
  • Invoiced Qty.
  • Invoice Number
  • Unit Price

In this way, the user can easily retrieve the necessary data from the OE Order Entry and OE Invoice Entry Screens, which serves the purpose of this report.

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, We will like to hear from you.