Tag Archives: Export

PW Management Inquiry Report

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 »

Price Override Report

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 »

Sales Statistics of Salesperson per Invoice

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 »

Bank Master Export Utility

Bank Services module in our Sage 300 ERP centralizes payments and receipts for all Sage 300 accounting programs. It maintains bank information, tracks payments and receipts, reverses payments, returns NSF items, performs reconciliations with bank statements, and creates General Ledger batches for information from bank statements and miscellaneous monthly transactions. The master screen, Bank, stores… Read More »

Customer Master Export utility

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 »