In Sage 300 ERP, the Tax Group assigned to the customer flows directly to the transaction level in the OE Order Entry Screen. But sometimes Users need a different Tax Authority at the transaction level depending upon the location of supply of goods i.e. for intrastate SCGST authority and for interstate IGST authority is used. In such case, the Tax Group needs to be manually changed for another Tax Authority at the transaction level.
New Stuff: – Resolution to an Error Caused While Downgrading Sage 300 Custom Module
In this blog, we are going to discuss about the customization done for the OE Order Entry screen where the Tax Group at the transaction level can be updated depending upon the Header Level location.
For this customization User needs to create an Optional Field for every location with IGST and SCGST Tax Authority wherein the description of the optional field will be the combination of Location and Tax Authority as shown below:
When User changes the Header Level location at the transaction level in OE Order Entry screen the customization will check for the State field of Header location with the State field of Customer.
If the State field of Header Level location is same as the State field of the Customer then the Tax Group value will be fetched from optional field with SCGST Tax Authority for that particular State.
E.g.: If the state of header level location is Maharashtra and the Customer state is also Maharashtra then tax group value will be fetched from optional field having description as ‘SCGSTMaharashtra’.
Please refer below screenshot:-
If the State field of Header Level location is different from the State field of the Customer then the Tax Group value will be fetched from optional field with IGST Tax Authority for State of the Header Level location.
E.g.: If the customer state is Maharashtra and the state of Header Level location is Karnataka then, the Tax Group value will be fetched from the optional field where description will be ‘IGSTKarnataka’.
Please refer below screenshot:-
Thus, Users can easily update their Tax groups for the required Tax Authority.
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.
For more details on Sage 300 and Sage 300c Services, please contact us at firstname.lastname@example.org, We will like to hear from you.