Validation of E Invoice optional fields on OE Credit\Debit note screen

By | June 28, 2024

As you know, Sage 300 ERP provides a solution for filing e-invoices with a single click, significantly reducing the effort needed for manual invoice filing. For more information about e-invoicing in Sage 300 ERP, please visit E-Invoicing in Sage 300 ERP.

For e-invoicing through Sage 300, configuring optional fields is necessary. One of our clients needs validation of an optional field and a field from the OE Credit/Debit note screen based on another optional field.

To accomplish this, we customized the OE Credit/Debit note to prompt the user with a message if the specified requirements are not met.

New stuff: Automatically populating optional fields in AR invoice details

EINVOICEAPPL and REASONSTATED optional fields are configured on the OE Credit/Debit note screen. Validation will be based on the EINVOICEAPPL optional field. If EINVOICEAPPL is set to yes then the REASONSTATED optional field and Invoice number field of the Credit/Debit note screen cannot be blank.

Fig 1.1 OE Credit/Debit note-Invoice number is blank

Fig 1.2 OE Credit/Debit note – REASONSTATED optional field is blank

In the above two screenshots, the invoice number and REASONSTATED optional field are kept blank. Now, the user will get the error message and the posting of the OE Credit/Debit note entry will be canceled.

Fig 2. Error on OE Credit/Debit note entry screen

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