In Sage 300 ERP, the Accounts Receivable (AR) Invoice Report is one of the most important financial documents for any organization. It provides complete details of customer billing, payment, and transaction information.
For companies that operate through multiple branches, it becomes essential to print the correct branch address and contact details on each invoice to ensure accuracy.
By default, Sage 300 prints a single company address on all AR invoices. However, when invoices are generated from different branches, there is a need to display the corresponding branch address on the printed invoice. Managing multiple invoice templates for each branch can become time-consuming.To address this requirement, we implemented a Branch selection mechanism within the AR Invoice entry screen using Optional Fields in Common Services.
Please refer below screenshot of the user interfaces for the “Branch-Wise AR Invoice Report”.
New Stuff : – Enhancing Terms & Conditions for SEZ Customers in Crystal Reports
According to the above screenshot, the BRANCH01 optional fields were defined in Common Services → Optional Fields, where the Value field stores the address label (such as Address 1, District, ZIP/PIN Code), and the Description field holds the actual branch address.
The BILLINGBRN field was then assigned at the header level in Accounts Receivable → A/R Setup → Optional Fields, allowing the user to select the required branch name while entering the invoice. Based on this selection, the report automatically identifies which branch details to print. As shown above
Below is the screenshot ofBranch-Wise AR Invoice Reportoutput:
As shown in the above report, once the configuration is done, the selected branch details are automatically displayed on the invoice printout without any manual updates. This ensures branch-wise billing accuracy and allows businesses to maintain a consistent report format across all locations.
This report includes following Optional fields and can be modified according to the requirement.
- BRANCH01 – Holds the address details of Branch 1
- BRANCH02 – Holds the address details of Branch 2
- BILLINGBRN – Acts as a sub-optional field that carries the selected branch value.
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.
