Tag Archives: customer

Enhancing Sage 300 with WhatsApp Integration Across AR, OE & PO Screens

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: Enhancing Sage 300 with WhatsApp Integration Across AR, OE &… »

Enhancing Order Confirmation with Deliver By Date in Sage 300

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… Read More: Enhancing Order Confirmation with Deliver By Date in Sage 300 »

PO Number in AR Aged Trial Balance report

AR Aged Trial Balance report is important report in Sage 300 ERP as it is a financial statement that lists all of a company’s outstanding receivables from its customers. The balances displayed on the AR aging report for a given period should match the total ledger balance. A disparity indicates that there was a mistake… Read More: PO Number in AR Aged Trial Balance report »

Customized AR Customer Transaction Report to show ‘Days’ difference between Transactions

Transaction is a communication between Customer and Vendor to exchange goods or payments. User’s can get to see all the transactions of a customer in a single report (AR Customer Transaction Report) whether it is an invoice or credit note or debit note or any other transaction in Sage 300 ERP.Standard AR Customer Transaction Report… Read More: Customized AR Customer Transaction Report to show ‘Days’ difference between… »

Mailing open invoices to the customer

In Sage 300 ERP, an open invoice, also known as an unpaid invoice, is one that a vendor has sent to a client but has not yet received payment for. The customer adds the outstanding invoice to their aged accounts payable records up until it is paid. The conditions of the contract between the two… Read More: Mailing open invoices to the customer »

Sales Statistics in Order Entry

ERP stands for Enterprise Resource Planning (ERP) software, which is being used in every organization from department to department for its day to day activities and in an organization there are many department like Inventory management, Customer order management, production planning, shipping and accounting. In this blog we are going to discuss about Sales Statistics… Read More: Sales Statistics in Order Entry »

Location and Customer based update Pricelist for all open orders in Sage 300

In this blog we will be going to discuss about the customers has huge volume of Sales orders transaction and need to update the pricelist for all open Sales orders using location or customers then user can manually open each sales orders to check location or Customers and update the pricelist since there is no… Read More: Location and Customer based update Pricelist for all open orders… »