In Sage 300 ERP, the Order Book Report helps businesses analyze sales orders. To make the report more meaningful and aligned with client requirements, we have introduced a couple of new enhancements.
In this blog, we are going to discuss the enhancements done in the Order Book Report.
New Stuff : – Automating BOM Purchase Orders in Sage 300
Key Enhancements
- Change from Ship Date to Order Date
Earlier, the report interface displayed Ship Date as the main selection criterion. Based on client feedback, this has now been replaced with Order Date.
- Users can now generate reports based on when the order was created, not when it was scheduled to ship.
- The interface has been updated with From Order Date and To Order Date filters for easy selection.
Below is the updated interface for the “OrderBookReport”:
- Addition of Salesperson Column
We have also added a new column for Salesperson in the report output. This field reflects the primary salesperson assigned for the order. With this new column, you can:
- Track orders handled by each salesperson.
- Analyse sales performance across your team.
Output Report
The generated report now includes the Salesperson column along with existing fields such as Customer Number, Item Number, Order Value, etc. Users can filter data using the updated parameters (Order Date, Customer Number, Salesperson, Item Number) to view customized results.
Benefits of These Enhancements
- Improved Analysis – Focus on actual order booking using Order Date.
- Sales Tracking – Visibility of order data by Salesperson.
- Ease of Use – No additional training required, the interface remains intuitive.
In this way, the updated Order Book Report provides greater control and insights for monitoring sales orders in Sage 300 ERP. The enhancements make it easier to align reporting with business needs and support decision-making.
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.
