In Sage 300 ERP, Order Confirmation reports are widely used by businesses to validate customer orders and share essential details such as items, quantities, prices, and shipping information. However, organizations often require additional fields to align with specific business processes. One such customization request we recently implemented was to add the “Deliver By Date” field on the Order Confirmation report.
New Stuff: – Smarter Order Fulfillment: Order Details Dashboard
One of the clients wanted their sales team and customers to have clear visibility of the delivery timeline right on the Order Confirmation report. While the Deliver By Date field is available in the Order Entry screen, it was not reflected in the default Order Confirmation print layout. As a result, users had to manually communicate delivery commitments, which sometimes led to delays, errors, or miscommunication between teams and customers. The client required a seamless solution that would automatically include this information in the report.
We customized the Order Confirmation Report in Sage 300 ERP to meet this requirement. The customization involved:
- Fetching the Deliver By Date value entered during order creation in the Order Entry screen.
- Mapping this field to the Order Confirmation report dataset.
- Placing the field appropriately in the report design for maximum clarity and professional presentation.
Now, whenever users enter a Deliver By Date while creating and posting an order in the Order Entry screen, the same is displayed automatically on the printed Order Confirmation report without any additional effort.
This addition in report has let to some benefits to users:
- Improved Clarity: Customers can immediately see the expected delivery timeline.
- Reduced Manual Effort: No need for sales teams to add delivery details separately.
- Professional Reports: Order confirmations now carry complete and accurate information.
This small but impactful customization demonstrates how Sage 300 ERP reports can be tailored to meet unique business requirements, ensuring smooth communication, better customer satisfaction, and enhanced operational efficiency.
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.
