Trading Order Overview

By | August 23, 2023

Within Sage 300 ERP, there isn’t a pre-existing report that retrieves both order header and detail information according to the anticipated shipping date. This new report has been developed to address this gap. By utilizing the expected ship date as a criteria, users can obtain data regarding when orders should be dispatched to specific customers. Furthermore, this report consolidates additional details such as salesperson codes and order comments, offering users a comprehensive overview of all pertinent information within a single report.

New Stuff : – Enhance Lot Allocation in the Order Entry Module screens by adding extra columns

In this blog post, we will be exploring into the ‘Trading Order Overview – Order Book Report Utility’. This utility enables users to export both the header and detailed data from the Order Entry screen. This is achieved through the utilization of the filter criteria outlined below.

  • From and To Customer Number
  • From and To Sales Person
  • From and To Item Number

The generated report data will be presented in Crystal Report format, determined by the range of user-defined criteria such as Customer Number, Sales Person, and Item Number.

Below is User interface for the “Trading Order Overview – Order Book Report” Utility.

UI for Order Book Report Utility
Fig1:UI for Order Book Report Utility

As depicted in the screenshot above, users have the capability to define ranges for ‘From’ and ‘To’ Customer Numbers, ‘From’ and ‘To’ Sales Persons, and ‘From’ and ‘To’ Item Numbers. This input drives the generation of the necessary data, which will be presented in the format of a Crystal Report.

Upon entering the specified ranges for Customer Numbers, Sales Persons, and Item Numbers, users will have the option to export the data in the Crystal Report format.

Below is the Crystal based generated output of the “Order Entry screen” report: –

Output for Order Book Report
Fig2:Output for Order Book Report

This report incorporates the following fields from the Order Entry Screen, and it can be customized according to specific requirements.

  • Expected Ship Date
  • Customer Code
  • Customer Name
  • PO Number
  • Sales Order
  • Stock Code
  • Back Order
  • Ex Vat Value
  • Sales Person Code
  • Order Comments

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

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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, (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 sData 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.

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