Tag Archives: O/E

OE Credit – Debit Import routine

Use the O/E Credit/Debit Note Entry screen to credit or debit customer accounts for returned merchandise, items not included on an invoice, and other price adjustments On the O/E Credit/Debit Note Entry screen and affect goes to as follows:- Credit customer accounts for returned merchandise, damaged items, and price adjustments. Debit customer accounts for price… Read More »

OE Invoice Import routine

Use the O/E Invoice Entry screen to enter prepayments, and to enter, post, print, and export invoices. On the O/E Invoice Entry screen, user can: Enter and post invoices Enter prepayments for invoices Export invoices Print receipts (for prepayments) and invoices immediately after posting If you use Payment Processing, process or void a credit card… Read More »

Review sales information using O/E Salesperson Inquiry screen in Sage 300 ERP

In Sage 300 we have an O/E Salesperson Inquiry screen to review and print sales information (invoices and credit notes) according to the salesperson and customer. The merit of a salesperson is usually measured when the Sales person achieves his or her sales target during a given period. Also, the sales incentive is based on… Read More »

OE-Keep transaction History

In Sage 300 ERP we have an option “Keep Transaction History” in Order Entry–>O/E Setup–>Options under “Processing” tab [Refer below screen shot]. New Stuff: Setting up Salesperson Commission in Sage 300 ERP  With this option as checked it will allow you to print completed order, invoice, and credit note information on the Transaction List. If… Read More »

Update Bill-To-Address and Ship-To Address on OE Order Entry Screen

In the O/E Order entry screen in Sage 300 ERP (Formerly known as Sage Accpac ERP), when the user selects Customer on the Order entry screen, along with the other customer defaults such as Tax group, Account set, Price List, Salesperson, Sage 300 also populates Bill-To and Ship-to address from the Customer master into the… Read More »