In Sage 300 ERP, A cash flow statement is a financial statement that shows how changes in Bank Transactions, Customers, Sales Orders, Vendors, and Purchase Orders affect cash and cash equivalents in general ledger accounts. This statement then helps to divide the analysis down to operating, financing and investing activities. New Stuff: Provision to Set… Read More »
In Sage 300 ERP, when you enter a transaction in AR invoice and GL Entry, we can see the Header & details data but we are unable to see GL Account and amount used in entry in the single line. So, we have developed a report to display GL account and amount used in entry… Read More »
Purchasing Workflow (PW) ships with the screens required for the Purchase Requisition (PR) process. Screens are provided for adding requisitions, approving/declining requisitions and creating Purchase Orders (PO) from requisitions. PW’s business rules can include multiple authorisation steps. For example, PR’s may be required to be approved by a requisitioner’s manager, and then by a manager… Read More »
In Sage 300 ERP, Order Entry screen lets a user save data related to sales that includes the Items, Units, Prices, Comments, etc. and many details. Any changes made to the transactions are saved in the backend. Mostly in all the transactions and modules the latest changes are saved and the previous values that are… Read More »
During Purchase Process, there are multiple Purchase Orders booked for various purposes. These Purchase Orders are then booked against Purchase Receipts to confirm the transactions. We have developed a custom report to help keep track of the number of Purchase Receipts posted against a Purchase Orders. The report will list the details of PO Orders… Read More »
In Sage 300 ERP, when you enter a transaction in Order Entry, the salespersons assigned to the customer account in Accounts Receivable appear on the Sales Split tab by default. You can assign portions of each transaction to the salesperson or salespersons responsible for the customer account or sale. Sales commissions are calculated when you… Read More »
In Sage 300 ERP, we enter the sales details in Order Entry module whenever we need to carry out some sales transactions. When an Invoice is booked, the details related to Invoices are readily available on the OE Invoice Entry. We can fetch the data that is invoiced easily, but we do not get few… Read More »
One of the main components of Account Receivables is AR Customers in Sage 300 ERP and Account Receivables can maintain detailed records of Customers. You can set your customer record to match your business requirements. Customer records contains information about account sets, billing cycles, distribution codes, receipt types, (payment) terms, Optional Fields and other records… Read More »