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 »
When the businesses rely on Excel files to exchange order data while entering the order information with referring to the excel manually into Sage 300 which can become slow process, repetitive, and sometime it may get the error To solve this we have created an Excel-based Sales Order Import tool that can automate the entire… Read More »
In our previous blog we have already discuss our newly developed Sage 300 Web Dashboard functionality (https://www.greytrix.com/blogs/sageaccpacerp/2025/10/29/order-details-dashboard/)You can see this link for better clarification for businesses to work smarter and easy way to manage sales order history. In a fast-moving supply chain, every second counts. Warehouse and logistics teams need real-time visibility into what we are shipping, to whom, and in… Read More »
The ISD Register Report is a vital tool for organizations managing Input Service Distribution (ISD) in accounting and tax systems such as Sage 300 ERP. It helps users track ISD-related transactions like invoices, document numbers, and distribution details within a given period — ensuring compliance, transparency, and accuracy in reporting. New Stuff: Enhancing Sage 300… Read More »
In today’s fast-moving business environment, instant communication is no longer optional—it’s essential. WhatsApp has become one of the most reliable and widely used communication platforms, and integrating it with ERP systems like Sage 300 ERP adds tremendous value for businesses that want quick, automated interactions with customers, vendors. Earlier, we introduced the WhatsApp Integration Module… Read More »
The AP Payment Status API is an extension of the Accounts Payable (AP) API suite in Sage 300 ERP that enables users to fetch detailed information about payment transactions. the API provides real-time visibility into their current status. New Stuff:- Sage 300 Custom Validation for PO Receipt In this blog we will discuss about newly… Read More »
In Sage 300 ERP, the Purchase Order (P/O) Receipt Entry screen is a critical part of thePurchasing and Inventory workflow. It enables users to record the receipt of goods or materials from vendors against existing Purchase Orders (POs). This process, commonly known as theGoods Receipt Note (GRN), ensures that every item received is accurately tracked,… Read More »
In business invoicing, especially when dealing with exports, it’s crucial that every document reflects complete and consistent product details. To enhance invoice clarity and compliance, we’ve introduced a new customization in the Crystal Report layout for Sage 300 ERP that dynamically displays optional field information and hardcoded details based on customer type and miscellaneous charge… Read More »
In Sage 300 ERP, the Accounts Receivable (AR) Invoice Report plays a vital role in managing customer billing and ensuring financial transparency. To make the AR Invoice report more informative and aligned with business requirements, we have developed a new AR Invoice format in Crystal Report that includes the handling of advance payments and the… Read More »
The General Ledger (GL) Trial Balance Report in Sage 300 is one of the most essential financial reports for accountants and auditors. It provides a detailed view of account balances within a selected date range, helping businesses ensure their books are balanced and accurate. The Trial Balance Report shows the opening balances, debits, credits, and… Read More »
