Managing returns efficiently is a critical part of day-to-day operations for businesses using
Sage 300. To make the Goods Return (GR) process more intuitive, accurate, and user-friendly, a set of enhancements has been introduced in the GR module. These changes are designed specifically with end users in mind, reducing manual effort and improving control at the transaction level.
New Stuff: – Simplifying Supplier ETA Updates with the ETA Import Feature in Sage 300
1. Customer Number & Customer Name at Detail Level
Earlier, customer details were captured only at the header level. With the new update, both Customer Code and Customer Name columns are now added at the detail line level.
- By default, these fields will auto-populate based on the header selection.
- However, users now have the flexibility to modify customer details at the detail line if needed.
This enhancement ensures better accuracy in multi-customer return scenarios, especially when handling mixed items.
2. Improved Invoice Selection Logic
Previously, invoices were fetched based on the combination of header-level customer code and item code at the detail level.
With the update, invoices will now be populated using:
- Item Code (Detail level)
- Customer Code (Detail level)
- Ship-to Code (Detail level)
This ensures that invoice selection is more precise and aligned with the actual return item and customer combination.
3. Default Return Type & Sequence Update
At the detail line, “Credit Note” will now be the default return type.
Additionally, the drop-down sequence has been reorganized to make selection faster and more intuitive:
- Credit Note (Default)
- Exchange
- Repair
- Replaced
- Return
- Others (no fixed sequence)
This refinement ensures that the most commonly used return type appears first.
4. Invoice-Based Auto-Population at Header Level
A new feature now allows selecting an invoice at the header level.
- Once selected, all items from the invoice will automatically populate in the detail section.
- Each line will default to the “Credit Note” return type.
This saves time, reduces manual entry, and eliminates errors when processing full-invoice returns.
These enhancements in Sage 300 ERP are designed to streamline your GR process, improve accuracy, and offer greater flexibility to users handling returns.
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