In Sage 300 ERP, The Modern business operations, having a clear and unified view of inventory, sales which is essential for making timely and informed decisions. However, in many ERP systems, including Sage 300, data related to purchase orders and sales orders is maintained in separate modules, which can make it difficult to get a consolidated understanding of stock movement.
To address this gap, we developed a PO/SO Customized Report that integrates data from both the Purchase Order and Order Entry modules into a single, comprehensive Excel-based output. This solution is designed to provide both header-level and detailed line-level information, enabling users to analyze transactions, item-wise level.
On the sales side, it includes customer details, sales order numbers, sales quantities, and dispatch dates. By presenting all this information in a single view, the report eliminates the need to switch between multiple screens or modules, significantly improving efficiency and reducing the chances of errors.
By automating data extraction and Excel file creation from the PO/OE module, this customization , minimizes errors, and ensures consistency between Sage 300 transactions.
New Stuff: – Enhancing Tax Visibility: Introducing Tax Authority in Sales & Purchase Registers
Please refer below screenshot of the user interfaces for the “PO-SO Report”.
The report is very easy to use and flexible, as it lets users filter data based on vendor, customer, item, and location. This means you can quickly find exactly the information you need without going through unnecessary data.
For each item, the report shows all important details in one place, such as the item number and description, location, available quantity, vendor details, purchase order number, purchase quantity, and expected arrival date. It also includes sales-related information like customer details, sales order numbers, sales quantities, and dispatch dates.
Since all this information is available in a single view, there is no need to switch between different screens or modules. This saves time, makes the process faster, and reduces the chances of mistakes.
Another important feature of this report is the Virtual Stock calculation. This helps in understanding future stock availability. Instead of only checking the current stock, it also considers incoming purchase quantities and outgoing sales orders, giving a clearer and more accurate picture of how much stock will actually be available.
Virtual Stock = Total Quantity + Purchase Order Quantity − Sales Order Quantity
This Exe includes following fields and can be modified according to the requirement.
- Item Description
- Location
- Quantity (Stock)
- Vendor
- Purchase Order Number
- Purchase Order Quantity
- Arrival Date
- Customer
- Sales Order Number
- Sales Order Quantity
- Dispatch Date
- Virtual Stock
In this way, the report provides a clear picture of PO-SO activity, enabling better decision-making and effective monitoring of business growth. We can also customize this report output with required additional fields.
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.