In Sage 300 ERP, once transactions in the Order Entry (OE) and Purchase Order (PO) modules are fully completed, the system restricts users from re-printing related forms. While this control helps maintain document integrity, many organizations encounter practical situations where reprinting completed documents becomes necessary.
To address this business need, we are currently planning and working on a customization that will allow users to re-print selected OE and PO forms even after transactions are marked as completed.
New Stuff:- Custom Bank Integration in Sage 300 Using ACCTYPE Optional Field
What Is a “Completed Order” in Sage 300?
In the OE module, a transaction is considered completed when:
- The shipment process is fully completed, and
- The invoice for the order has been fully generated
Once both shipping and invoicing are finished, the order reaches a completed status in Sage 300. At this stage, the system treats the transaction as closed and, by default, restricts further document printing.
This standard control is designed to prevent changes or misuse of finalized business documents.
Challenge Faced Currently
In the Sage 300:
- Completed OE and PO transactions cannot be re-printed
- Users are unable to retrieve copies of important historical documents directly from the system
- Teams often depend on manual workarounds or backend data lookups.
We are in the process of developing a customization that will allow controlled re-printing of specific documents even when transactions are fully completed.
Once implemented, users will be able to re-print:
- Purchase Requisition
- OE Picking Slip
- Sales Quotation
even if the related transaction status is marked as Completed.
The planned solution is designed to ensure that:
- No financial or quantity data is modified
- Document history remains intact
- Reprints reflect the original transaction details
This approach will maintain system integrity while improving document accessibility..
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.