• Who We Are
    • About Us
    • Factor - D
    • Our Networks
    • Accolades
  • What We Do

    SERVICES

    • Consulting / Implementation
    • Migration
    • Development

    OUR SOLUTIONS

    • GUMU Integration
    • BPortaly
    • Sales Commission
    • Shipping
    • IOT

    COMPREHENSIVE SERVICES FOR

    ERP

    • Acumatica
    • Sage Intacct
    • Sage X3
    • Sage 300
    • Sage 100
    • Sage 500

    CRM

    • Salesforce
    • D365 CRM
    • Sage CRM
    • Creatio
    •  

    Other Solutions

    • E-commerce
    • EDI
    • POS
    •  
    •  
  • Resources
    • Case Study
    • Blogs
    • Videos
    • Ebooks
    • News
  • +1 888 221 6661
Contact us
Career |
  • Africa
  • Middle East

Sage 300 ERP – Tips, Tricks and Components

Explore the world of Sage 300 with our insightful blogs, expert tips, and the latest updates. We’ll empower you to leverage Sage 300 to its fullest potential. As your one-stop partner, Greytrix delivers exceptional solutions and integrations for Sage 300. Our blogs extend our support to businesses, covering the latest insights and trends. Dive in and transform your Sage 300 experience with us!

Adding Bank Details & VAT Details Dynamically in OE Invoice Report

By Greytrix | September 30, 2025
0 Comment

In any business, invoices are not just transactional documents—they serve as official records that must be accurate, compliant, and easy for customers to understand. To improve the efficiency and transparency of our invoicing process, we have enhanced the Crystal Reports layout in Sage 300 ERP . With this update, OE Invoices will now dynamically display the correct VAT registration number and bank account details based on shipment location and order currency.

Please refer below screenshot for the “OE Invoice Report”.

Figure 1 : OE Invoice Reports with dyanamic bank and VAT Details

New Stuff: – IC Transfer API for Sage 300 ERP

1. VAT Registration Number by Shipment Location
Previously, every invoice displayed the same VAT Registration Number at the bottom of the page: “VAT Registration Number GB89xxxxxxx.” While this worked for some locations, it did not cover all business cases. Now, the report has been updated to dynamically display the correct VAT number depending on the shipment location from the invoice header.

For example:

  • If the shipment location is ABC, the VAT Registration Number will remain GB89xxxxxxx Else the VAT Registration Number will display as ESN0xxxxxxx.

This ensures compliance with tax authorities and avoids confusion for our international customers. Importantly, the Company Registration Number will remain unchanged and will continue to display in its current position for all invoices. This can further be customized as per requirement.

2. Bank Account Details by Order Currency
To further improve clarity, we have aligned the bank account details with the order currency. Instead of showing multiple account options, only the relevant bank account for the invoice currency will now be displayed as per the bank account selected.

This streamlined approach ensures customers see only the correct payment information, making the process faster and reducing the chances of errors during payments.

With these enhancements, every invoice generated from Crystal Reports will now provide precise VAT details and bank account information, helping us maintain professionalism, compliance, and ease of business for all our customers worldwide.

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 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.

Related Posts

  • Simplified OE Module Report (Invoice Details)
  • Simplified OE Module Report (Shipment Details)
  • Simplified OE Module Report (Order Details)
  • OE Invoice Automation Routine
  • AR Customers-OE Invoice Inquiry
Category: Sage 300 Tags: Bank Account, Bank Details, OE Invoice, OE Shipment, VAT
Post navigation
← IC Transfer API for Sage 300 ERP Automating BOM Purchase Orders in Sage 300 →

Greytrix Websites and Blogs

  • Greytrix
  • Greytrix Africa
  • Sage X3 – Tips, Tricks and Components
  • Sage 100 & 500 ERP Tips and Tricks
  • Sage CRM – Tips, Tricks and Components
  • Salesforce.com Tips and Tricks by Greytrix
  • Sage Intacct– Tips, Tricks and Components
sage crm and sage 300 integration

Categories

  • Sage 300
    • ACCPAC SDK
  • Sage 300 People
  • Sage 50 US
  • Sage Business Cloud
  • TDS
  • Uncategorized

Recent Posts

  • Order Book Report – Enhancements with Order Date and Salesperson
  • Automating BOM Purchase Orders in Sage 300
  • Adding Bank Details & VAT Details Dynamically in OE Invoice Report
  • IC Transfer API for Sage 300 ERP
  • OE Sales History Report 

Archives

Awards

Premier Partner of the Year Premier Partner of the Year
Platinum Partner of the Year Platinum Partner of the Year
The CEO Story The CEO Story
Gold Partner pf the Year Gold Partner pf the Year
Top Excellence Distributor Top Excellence Distributor
  • na.sales@greytrix.com
  • +1 888 221 6661
  • B301, 3rd Floor, Everest Nivara Infotech Park, MIDC, Turbhe,
    Navi Mumbai 400 705. India

Our Global Locations >>

Who We Are

  • About Us
  • Factor - D
  • Our Network
  • Accolades
  • Career
  •  
  •  

Services

  • Consultation & Implementation
  • Migration
  • Development

Solutions

  • GUMUTM Integration
  • BPortaly
  • Sales Commission
  • Shipping
  • IOT
  •  
  •  

ERP

  • Acumatica
  • Sage Intacct
  • Sage X3
  • Sage 300
  • Sage 100
  • Sage 500

CRM

  • Salesforce
  • D365 CRM
  • Sage CRM
  • Creatio
  •  
  •  
  •  

Other Solutions

  • E-commerce
  • EDI
  • POS

Resources

  • Case Study
  • Blogs
  • Videos
  • E-books
  • News
  •  
  •  

Connect

  • Contact Us
  • Privacy Policy
  • Terms Of Use
  •  

© 2025. Greytrix, All Rights Reserved