Product Ledger Report

By | May 30, 2023

In Sage 300 ERP, There is inventory Report In that report user will receive the details of all transactions based on the Date, Item Number, and Location in that report, but we will not receive the Lot Number/Batch number, Customer/Vendor code, Ship To/Remit Location. To overcome this, we have produced this report. The user will receive all of the information in a single report.

New Stuff: – Claims Report to Track Inventory and Accounting

In this blog, we are going to discussed Product Ledger Report Utility were the user can use this utility to export the detailed data of all transaction by using the below Filter criteria.

  • From and To Item Number
  • From and To Location

The report data will be produced as a crystal Report format based on the user-specified Range of Item Number and Location.
Please refer below screenshot of the user interfaces for the “Product Ledger Report Utility”.

 Utility to export Product Ledger Report
Fig1: Utility to export Product Ledger Report

As you can see in the above screenshot user will be able to specify ‘From’ and ‘To’ Item Number and ‘From’ and ‘To’ Location, based on the same, the report will be generated required data in Crystal Report format.

After entering the range of Item Number and Location user will be able to export the data in crystal Report format.

Output: Product Ledger Report
Fig2: Output: Product Ledger Report

This report includes following fields from All Transaction and can be modified according to your requirement.

  • Product Code.
  • Product Name.
  • Packing.
  • Document Number.
  • Document date.
  • Receipt/Shipment Number.
  • Receipt/Shipment Date.
  • Manufacture Name.
  • Sage Lot Number/ Batch Number.
  • Outward.
  • Inward.
  • Type of Transaction.
  • Customer/Vendor Code.
  • Customer/Vendor Name.
  • Ship To/Remit Location.
  • Location.

In this way user can easily fetch the required customer data which serves the purpose of this utility.

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.

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