Customers are the lifeblood of any business. They are individuals or organizations that purchase products and services from a business in exchange for value, usually in the form of money. Customers play an important role in business success as well as failure. Sage 300 ERP system maintain a centralized customer database where relevant customer information is stored. This includes basic details such as contact information, billing and shipping addresses, payment terms, credit limit, active/inactive customers etc. This consolidated customer data provides a holistic view of each customer across different departments and helps streamline interactions with customers.
New Stuff :-“Location is Inactive” error In Sage 300 ERP.
In this blog we are going to discuss about how user can control “Customer has unposted documents. Cannot be made Inactive” and “Customer has unpaid documents. Cannot be made Inactive” error.
In day-to-day business activities, it is possible that certain customers may stop buying services or products from suppliers because of poor customer service, lack of communication, lack of perceived value, competitive influence, changing customer needs or priorities, etc. Also the business owner can stop giving service or products to customers because of not receiving timely payments from customers. Hence for these reasons a business person may inactive such customers from providing services or products. So while deactivating such customers in Sage 300 ERP (by navigating to Accounts Receivable>>A/R Customers>>Customers) business persons may encounter following errors
This is because the documents and the payments against same customers are not posted. For unposted documents user just needs to navigate to Account Receivable>>A/R Transactions>>Invoice batch list. Here user can see all the unposted transactions because of which he is getting that “Customer has unposted documents. Cannot be made Inactive” error. So user just have to post all the transactions for same customer. Please refer to below screenshot.
After this when again user tries to inactive same customer, he will get that “Customer has unpaid documents. Cannot be made Inactive” error. For this, user have to navigate to Account Receivable>>A/R Transactions>>Receipt entry screen. Select new batch and same customer number and then press on Go button present on screen. Then make Apply field to YES and click on Add button. Please refer to below screenshot.
Check/Receipt number has been over applied popup will display. Click on ok and enter document amount in Receipt amount field. Save and post the same. Please refer below screenshot
After this open A/R Customers screen and select the same customer and make it inactive and click on save. System will save the data and will make the customer inactive.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partners 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+ add-ons 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 the Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with an 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.
