In today’s competitive business environment, accurate and compliant invoicing is crucial—especially when dealing with Special Economic Zone (SEZ) customers. To streamline this process and ensure compliance, we have introduced a focused enhancement in the Crystal Reports layout within Sage 300 ERP . This update ensures that invoices for SEZ customers automatically display additional Terms and Conditions details, helping businesses maintain accuracy and improve customer communication.
Please refer below screenshot for the “OE Invoice Report”.
New Stuff :- AP Invoice API for Sage300
1. Identifying SEZ Customers Using Optional Fields
Within Sage 300 ERP, specific customers are categorized as SEZ customers. While creating order entries, users enter “SEWOP” in the E-invoicing Type optional field. This field is mapped at the header level in both the Customer Master and Order Entry screens. By leveraging this mapping, the system can intelligently detect whether the customer belongs to an SEZ category during the invoice generation process.
This setup eliminates manual checks and ensures that the required SEZ identification is consistently applied across all transactions, reducing the risk of oversight.
2. Dynamic Terms and Conditions for SEZ Customers
Previously, the Terms and Conditions section in the invoice report remained static, regardless of the customer category. With this enhancement, the Crystal Report layout has been modified to include a conditional formula. This formula checks the value of the E-invoicing Type field:
- If the value is “SEWOP”, an additional SEZ-specific line will automatically appear under the Terms and Conditions section.
- For all other customers, the section will remain unchanged.
3. Benefits of the Enhancement
- Compliance: Ensures mandatory SEZ details are always printed
- Professionalism: Provides customers with clear and consistent invoice information.
By integrating this simple change in Crystal Reports, organizations can significantly enhance their SEZ invoicing process in Sage 300 ERP, ensuring accuracy, compliance, and operational efficiency.
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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.
