Auto Populate Updated Unit Price on OE Shipment Screen based on Contact Pricing in Sage 300

By | July 31, 2023

One of the most crucial documents when creating an Order in SAGE 300 ERP is the Shipment. You can create a shipment after or before creating an order. When making a shipment through an order, the customer number, order number, item number, item description, price list, and item’s unit price are all fetched into the shipping screen. This process has some limitations. Using Sage 300’s standard workflow, the same unit price from the order will flow into the shipment i.e. if order is created for particular item with “XX” Unit price in the month of January and Shipment for that order is created in month of March, it is possible that for those item’s the unit price might have change, but with Sage 300 standard workflow the same unit price from order will flow into the Shipment. We have developed a customization for Shipment which will overcome this drawback. This customization will check for the following points:

New Stuff: Sales Order Report

  • To determine whether the items fixed price from the IC Contract pricing Screen corresponds with the unit price in the shipment.
  • If the shipment date does not coincide with the date set for an item’s fixed price on the IC Contract pricing screen, the unit price of the item should be updated.

In this blog post, we’ll introduce the OE Shipment Screen Customization, which automatically update the Unit price of an item in the Shipment screen if the shipping date does not correspond with the date that is in the IC Contract pricing screen. In order to update the Shipment Unit pricing, the shipment date will be a filtering factor.

Below is the screenshot of Order Entry done in the Month of May which had Unit Price as ‘500’. This price was Updated for the month of July and Set as ‘1000’ in Contract Pricing Screen.

Order Entry Screen
Fig 1: Order Entry Screen

Contract Pricing Screen
Fig 2: Contract Pricing Screen

Hence as seen in the below screenshot, Item’s unit price in shipment is different than the Item’s Fixed Price in IC Contract Pricing screen. This Unit Price in Shipment screen is getting fetched from Order entry screen.

Output when the date is not same
Fig 3: Output when the date is not same

Hence, to overcome this, we have automated the Shipment by customizing in such a way that the Item’s Unit price in Shipment gets updated with Item’s Fixed price in IC Contract Pricing screen.

Output when the date is same
Fig 3: Output when the date is same

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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