In Sage 300 ERP, in the Order entry and Order Invoice transactions, we can only check the current stock and quantity. There are no open orders or outstanding payments for orders or invoice entries that can be tracked against the Invoice & item. We have thus developed a report that shows open orders and outstanding payments for orders or invoice entries from Order Entry, Order Invoice, AR Invoice, and AR Prepayment.
New Stuff :– GL Smart List Report
In this blog, we are introducing the Customer Ageing Report, which allows users to export Order Entries, Order Invoices, AR Invoices, and AR Prepayment data in Excel format.
Please see the screenshot of the “Customer Ageing Report” user interface below.
There is a process button and a close button, as shown in the screenshot above. When the user clicks the “Process” button, the data is exported in Excel format on the specified path, There is also an email functionality that we have given where the exported file is emailed to a specific responsible person. These details of Email addresses and Paths are saved in the database configuration file.
The same export file will be saved in the local path as ‘Customer Ageing Report ddMMyyyyHHmm.xlsx’, and the local path will be saved in the database configuration file.
If any error occurs while exporting the file, an error log will be generated at the error path. Also, a success log will be generated and saved in the success log path. These all details of configurations are saved in the Database configuration file provided with the upload.
The following is the Excel-based output of the “Customer Ageing Report:-
This report includes the following fields from Order Entries, Order Invoices, AR Invoices, and AR Prepayment data and can be customized to meet your needs.
- Customer Name
- Document Type
- Document No.
- Document Date
- Due Date
- Description
- Basic Amount
- Tax
- Invoice Amount
- Outstanding Balance
- Remarks
- Payment Terms
- Responsible Person
As a result, the user can easily retrieve the necessary data from Order Entries, Order Invoices, AR Invoices, and AR Prepayments, which serves the purpose of this utility.
Note: This utility can be used for manual processes or can be added to the scheduler.
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.