Invoices are one of the most important document in OE module in Sage 300 ERP. We have multiple reports in Sage 300 ERP that give us details of the Sales Invoice Transactions and have various aspects covered. But this information is in extracted Invoices wise which has line items in it. There is no provision in Sage 300 ERP to extract the Invoices data in Excel format at once where there can be multiple invoices only with its header details fetched. We have developed such Export utility which will have output in excel and will contain details related to multiple Invoices together.
1. To list invoices Details just by selecting “From Invoice” and “To Invoice” date filters.
2. To list vital information about invoice such as date, invoice number, end user name, partner name, country, city, state of customer.
3. To list solution name, currency, invoice amount and other records.
In this blog, we are going to introduce the OE Invoice Export Utility where the user can use this utility to export the required data of OE Invoices. Invoice date will be used in the Filter criteria.
- From Invoice Date and To Invoice Date.
- The report data will be exported as an MS-Excel exported file based on the user-specified Range of Invoice Dates. This data will be exported at desired location as selected in the Browse dialog box.
Please refer below screenshot of the user interface for the “OE Invoice Export Utility”.
After entering the excel file path and range of Invoice Dates, user will be able to export the data.
Below is the excel-based generated output of the “OE Invoice Export” report:
This report includes following fields from OE Invoice screen, AR Ship To Location, AR Customer and can be modified according to your requirement.
- Invoice Date
- Invoice Number
- End User Name
- Partner Name
- Address(Country, City, State)
- Solution Name
- Invoice Amount
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