Validation on Generating Duplicate Vendor/Customer

By | September 26, 2023

Vendors or customers play a very important role in an ERP system. The vendor/customer master provide details about the vendors from which items can be procured or the customers to which the items can be sold. A vendor master record contains the vendor name, address, as well as data such as currency used. Similarly, a customer master provide information on account sets, billing cycles, distribution codes, receipt kinds, (payment) terms, Optional Fields, and other data that are required by the organization.

New Stuff:- Enhanced O/E Sales History Screen based on Items

In Sage 300 ERP Vendor and Customer can be created with different customer/vendor codes but can have same customer/ vendor names and other details. In order to avoid the duplication of such customers and vendors, we have come up with a validation on vendors and customers where creation of duplicate customers and vendors will be restricted.

In this blog post, we will discuss regarding the validation on vendor/customer master screen based on unique optional field value.

Standard vendor master screenshot
Fig1: Standard vendor master screenshot

As we can see in the above screenshot two vendors with same vendor name and other details can be created successfully. So we have put up a validation on the generation of new vendor/customer which will work on the basis of a unique vale of optional field.

User needs to create a optional field ‘PANNO’ which will be assigned to the vendor/customer master. When a new vendor/customer is to be created, the program will check for the value of the optional field.

If the optional field has a unique value that is not assigned to any existing vendor/customer then the new vendor/customer can be generated successfully.

If value of optional field is unique
Fig2: If value of optional field is unique

If the value assigned for the optional fields is already present for any existing vendor/customer then the validation will restrict to generate a new vendor/customer and will show an error message as seen in the below screenshot.

If value of optional field is not unique></a></center>
<font size=
Fig3: If value of optional field is not unique

This customization helps validate the vendors/customers by restricting the creation of duplicate vendor/customers.

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, (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, We will like to hear from you.