As we know, in Sage 300 invoice transactions submitted in Accounts Payable module cannot be reversed for revisions without generating either a credit or debit note against that particular invoice transaction. In order to avoid generating a credit or debit note, Invoice entry can be passed through Payable Workflow module.
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The Payable Workflow module allows Users to validate the AP Invoice entry for revisions and the same can be posted only with approval of the authorized user. But creating such a vast number of invoice entries will be time consuming and mistake prone if done manually. So to reduce the manual efforts, we have developed an import utility named as “PA Invoice Import Utility”. Below is the brief description of how this utility works.
This import utility will create PA invoice entries automatically in the Sage300. The user interface for importing entries from the excel sheet is as below:
The user needs to select the appropriate excel sheet and then click on Import Button for the entries to be imported. The utility will validate data from the excel file with respect to Sage 300 database. The mandatory fields like Document number, Vendor Number, Workflow, Workflow code, etc. will be validated.
On the click of import button PA Invoice entries will be generated successfully if data provided in the excel file is valid. In case the data is invalid, then the entry will not be created and an error log will be generated.
Below is the format of the Import sheet that shows the fields of PA Invoice entries and the same will be used for import purpose.
After successfully importing the data, you can check for the PA Invoice entries generated as shown below:
Thus with the help of this import utility User can easily import the Invoice entries and save the manual efforts.
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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.