Enhanced O/E Sales History Screen based on Items

By | September 26, 2023

In today’s era of data collection, users often encounter issues when the data doesn’t meet their specific requirements. Therefore, our primary goal with Sage300 ERP is to consistently deliver accurate data. While it’s true that retrieving data history for a particular year, period, customer, or item is readily available, we recognize that there is a limitation when it comes to filtering data based on both customer and item simultaneously in our Sage300 ERP system.

New Stuff: – Mailing open invoices to the customer

To address this limitation, we have introduced a customization on the OE Sales History Screen, which includes the addition of an Item finder and a filter button. This enhancement empowers users to sort and retrieve the specific data they require by selecting the desired items.

The figure below illustrates the standard functionality, which includes basic selection options for year, period, and customer. This standard functionality provides a list of all items with transactions during the specified year and period.

OE Sales history screen with standard functionality
Fig (a). OE Sales history screen with standard functionality

Working of Customization:

  • Initially, the user will input their desired filter criteria and then proceed by clicking the “GO” button.
  • Once the grid is populated with the data, the user has the option to select a specific item they want to use as a filter to refine the displayed data.
  • Then user will click on “Filter” button to procced with filtering the grid data.

Below figure shows the example of the data filtered based on the items selected.

OE Sales history screen after filtering with item selected
Fig (a). OE Sales history screen after filtering with item selected

This customization significantly enhances the user experience by allowing them to input data in a way that precisely aligns with their requirements. Consequently, users can obtain more accurate and desired data, facilitating easier auditing and analysis with a properly filtered dataset.

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.com (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.

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.