One can access a stock report in Sage 300 ERP. The user of that report can obtain all transactional information based on the Date, Item Number, and Location in that report. However, we are unable to access information regarding pending shipments for which an invoice has not yet been paid, data related to Sales, etc and inventory movement reports, which are detailed reports as opposed to this summary report which do not give such information. To get around that, we have developed a report which will provide all data related to Sales as well as Stock in detail. The user will be able to access to all the data in a single report.
New Stuff: Customized report for Pending Sales Quantity
In this blog, we’ll talk about the Stock and Sales report utility, which a user can use to export all of the transaction’s detailed data using the filter criteria listed below.
- From and To Item Number
- From and To Location
The report data will be produced as an MS-Excel exported file based on the user-specified Range of Item Number and Location.
Please refer below screenshot of the user interface for the “Stock and Sales Report Utility”.
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 generate required data in Excel format. This report will be extracted at required path which user can enter in the ‘Select File’ field (as can be seen in above screenshot) after clicking on Browse button.
After entering the excel file path as well as range of Item Number and Location user will be able to export the data.
Below is the excel-based generated output of the “OE Invoice and AR Receipt Entry Screen” report: –
This report includes following fields from OE Invoice and AR Receipt and can be modified according to your requirement.
- PRODUCT CODE
- PRODUCT NAME
- MANUFACTURER NAME
- PACKING
- LOCATION NAME
- OPENING STOCK ON HAND
- OPENING ITEM VALUE
- PURCHASE QUANTITY
- PURCHASE UNIT COST (AFTER DISCOUNT)
- PURCHASE INVOICE QUANTITY
- PURCHASE INVOICE UNIT COST (AFTER DISCOUNT)
- PURCHASE ADJUSTMENT QUANTITY
- PURCHASE ADJUSTMENT UNIT COST (AFTER DISCOUNT)
- PURCHASE RETURN QUANTITY
- PURCHASE RETURN UNIT COST (AFTER DISCOUNT)
- OPENING SHIPPED BUT NOT INVOICED
- OPENING SHIPPED BUT NOT INVOICED UNIT COST
- SHIPPED BUT NOT INVOICED
- SHIPPED BUT NOT INVOICED UNIT COST
- SALE INVOICE QUANTITY
- SALE INVOICE UNIT VALUE (BEFORE DISCOUNT)
- OE CREDIT/DEBIT NOTE QUANTITY
- OE CREDIT/DEBIT NOTE UNIT VALUE (BEFORE DISCOUNT)
- IC RECEIPT QUANTITY
- IC RECEIPT UNIT COST
- IC SHIPMENT QUANTITY
- IC SHIPMENT UNIT COST
- IC ADJUSTMENT QTY
- IC ADJUSTMENT QTY UNIT COST
- TRANSFER QUANTITY
- TRANSFER UNIT COST
- INTERNAL USAGE QUANTITY
- INTERNAL USAGE UNIT COST
- CLOSING STOCK ON HAND
- CLOSING ITEM VALUE.
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 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.