The TDS Audit Report in Sage 300 plays a crucial role in validating Tax Deducted at Source (TDS) transactions, especially in scenarios where remittance or adjustment entries are pending or incomplete. This report helps finance and compliance teams ensure accuracy, identify gaps, and maintain statutory compliance. In a previous post, we explained the TDS Audit… Read More »
In Sage 300 ERP, the AP Invoice Import functionality allows Finance and Accounts teams to import multiple AP invoices at once using a text file, eliminating the need for manual invoice entry. This feature is especially useful when handling large volumes of vendor invoices, as it improves accuracy, saves time, and reduces operational effort. Challenge… Read More »
The Goods Return (GR) Application in Sage 300 ERP is designed to help end users manage customer returns in a structured, accurate, and audit-compliant manner. Below is a step-by-step explanation of how the Goods Return Application works in day-to-day operations, making it easy for users to understand and use effectively. New Stuff: –Enhance Your Sage… Read More »
In standard Sage 300, there is no screen dedicated to generating Picklists. While Sage 300 only provides Order Entry and Shipment functionalities. While many organizations require a focused process to identify which items need to be picked from which orders and in what sequence before shipments are processed. To address this we developed a custom… Read More »
The Reorder Quantity Report in Sage 300 provides insights into which inventory items that need to be replenished based on reorder point, minimum stock, or demand. It evaluates quantities on hand, committed stock, pending purchase orders, and procurement policies to recommend restocking. In our previous blog, we discussedIn a previous post, we explained the IC… Read More »
In Sage 300 ERP, the Backorder Report is one of the most crucial reports used by Sales and Inventory teams to track pending customer shipments and ensure timely order fulfillment. It helps in identifying aging orders, shipment delays, and pending product quantities so that corrective actions can be taken quickly. To make this report more… Read More »
In Sage 300 ERP,The Order Entry screen in Sage 300 is mainly used to create customer orders. It is the initial step in the sales process. When a user enters an order, it means the customer has requested the goods, but the goods are not yet delivered and no invoice is created. Because of this,… Read More »
In today’s competitive business environment, managing product returns efficiently is just as important as managing sales. Manual tracking of goods returns can lead to errors, stock mismatches, and audit challenges. To help businesses streamline this critical process, theGoods Return Application in Sage 300 ERP offers a structured, accurate, and fully integrated solution. New Stuff: –… Read More »
Managing purchase order receipts specially when the receipts contains serial or lot items which can be time-consuming and error-prone. To automate and simplify this process and reducing the manual work we have developed a PO Receipt Entry Import utility (GRN Import) that allows users to import receipt details directly into the Sage 300 including regular… Read More »
A method for digitally approving and signing business documents: Many documents, such as sales orders, purchase orders, AP invoices, delivery notes, among others, are being generated each day within the ERP system. These documents traditionally needed to be signed manually in some situations, printed out and scanned, and approved by distributing hard copies. Greytrix web-based… Read More »
