Splitting the batch on the basis of User and Location

By | February 23, 2024

In Sage 300 ERP, a company can have different branches defined via segments, this segment can be used to identify which invoice is related to which location. User may create batches which might have other invoices pertaining to different branches, posing a challenge during the posting of AP Invoice.For this we have made enhancement in AP Invoice screen to arrange the entries based on segments, such as by branch and user, to enhance organizational clarity. In this blog, we are going to discuss how this enhancement will work.

New Stuff: – Check Register Report

Figure 1: Branch – Optional Field

We will first Create Optional Field “BRANCH”, which will contain all the locations of that Company and we will use this optional field while creating the AP Invoice Entry.

Now depending upon the Location and User we will Split the batch and depending on the values present, we will create new batches. To achieve this, we will customize AP Invoice Entry screen and provide “Split Batch” button on the screen.

Figure 2 : Customize AP Invoice Entry Screen

Let’s consider an Example., Batch No 81 has 10 entries which belongs to different locations and were created by different user. Now we will use Split Batch Functionality to segregate this batch and create new batches according to the combination of Location and User ID who created those entries.

Figure 3: Batch Split Example

Once the new batches are created, we will delete the respective entries from original batch and this new information will be stored in a custom table which will be further used for reporting purpose.

In this way we can differentiate the entries based on the segments defined in the company and will make easier for users to navigate between the batches based on the branches for further processing.

About Us: –

Greytrix – a globally recognized and one of the oldest Sage Gold 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, Dynamics 365 CRM and MagentoeCommerce 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.

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