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

By | August 31, 2023

In Sage 300 ERP we all know the importance of OE Invoice screen and its purpose. If we are creating any Invoice entry by using order entry or shipment entry it is necessory to flow all the field deatils from order/shipment entry screen to invoice entry screen such as order number, shipment number,amounts, taxes, item number etc. This is standard workflow of Sage 300 erp but this workflow has some disadvantage like e.g when an order entry or shipment entry is created with item ‘xyz’ in the month of July and its invoice entry is created in the month of August then it may happen the unit price of the items gets changes and it will be not updated in the pervious months entries i.e enties/ invoices will get open with the old item prices this may create a problems to the user to maintain and track these changes, so our one of clinet has requested to customize the auto updated item prices in the old unposted invoices.

New Stuff: Export IC Adjustment details using Sage 300 Customized Utility.

In this customization will check if the item’s unit price in the invoice matches the item’s fixed price on the IC Contract pricing Screen and If the invoice date does not fall between the dates set for an item’s fixed price on the IC contract pricing screen, the item’s unit price in invoice will be updated.

In this blog, will discuss the OE Invoice Screen Customization so that the item’s unit price in the invoice screen is automatically adjusted if the invoice date does not fall between the dates specified for the item’s fixed price in the IC Contract pricing screen. To update the invoice unit price, the invoice date will be used as a filter parameter.

Below is the screenshot of OE Shipment Entry done in the Month of July which had Unit Price as ‘100’. This price was Updated for the month of August and Set as ‘440’ in Contract Pricing Screen.

Before Customization
Fig1: Before Customization

To address this, we customized the Invoice entry screen such that the Item’s Unit price in Invoice is updated with the Item’s Fixed pricing in the IC Contract Pricing screen.

After Customization
Fig2: After Customization

We can observe in the above screenshot that the Item’s unit price in Invoice differs from the Item’s Fixed pricing in the IC Contract Pricing screen because the unit price in shipping is derived from the Order’s screen unit price.

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