In today’s compliance-driven business environment, digital signatures have become essential for ensuring data authenticity, integrity, and approval transparency. One of our recent Sage 300 ERP customizations focused on embedding digital signing capabilities into key transaction forms—specifically the Purchase Order Entry screen.
Organizations working with sensitive procurement or financial data often require internal authorization before committing transactions such as purchase orders, invoices, or debit/credit notes. Traditionally, this involved paper approvals or external document workflows. Our client wanted a seamless, in-system digital signing solution directly on the Sage 300 screens.
New Stuff: API for Transfer Request Import
The goal was to Add a “Digital Signature” button on the PO Entry screen. And allow authorized users to digitally sign the PO document after review.
The signature must be securely linked to a specific transaction through the use of a Purchase Order (PO) number, ensuring that it cannot be reused or applied elsewhere. It assigns unique, user-specific digital signatures to ensure secure authentication and streamline the approval process.
The below image illustrates the digital signature customization implemented on the Purchase Order (PO) Entry screen. Once a PO order is posted, the user can preview the digitally signed report by clicking the ‘Digital Signature’ button.
Upon clicking, a report form is launched, displaying the PO document embedded with the digital signature. The user can then print the digitally signed report directly from the form, ensuring the authenticity and integrity of the document.
Customizing Sage 300 ERP to include a Digital Signature button is a practical and powerful enhancement for companies needing better controls over procurement and accounting workflows. It demonstrates how ERP systems can be adapted to modern governance requirements without disrupting user experience.
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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 GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill 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.
For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.
