Automatically populating optional fields in AR invoice details

By | June 28, 2024

In Sage 300 ERP, enabling transactions to auto-populate based on specific requirements enhances user-friendliness and efficiency, saving valuable time. The customization addressed a concern in AR Invoice Entry where optional fields in the details weren’t automatically filled due to incomplete optional field setups in AR Items and GL Accounts.

A/R Invoice Entry does not auto-populate optional fields from AR Items and GL Account . To overcome this situation, the AR Invoice Entry screen is customized by linking the master optional field screen with every item/account in the value field. The detail optional field value is stored in the description column.

As a result, when users input the AR item or GL Account on the A/R Invoice Entry, the description of the optional field corresponding to the selected item/account will be automatically populated into the A/R Invoice Detail optional field.

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Fig (a): Master Optional Field for A/R Items

Fig (b): Master Optional Field for accounts

The above optional field configuration needs to be done for A/R items and G/L accounts.

Fig (c): AR Invoice Entry Screen (Item)

Fig (d): AR Invoice Entry Screen (Summary)

By implementing this approach, we can achieve the desired automatic population of optional fields when Items/Accounts are changed. This enhancement expands accessibility to Sage 300 ERP functionality, facilitating smoother and more efficient operations for users.

This process will help in reducing manual efforts to enter optional fields on each detail line.

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