{"id":12177,"date":"2015-07-31T14:28:17","date_gmt":"2015-07-31T14:28:17","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=12177"},"modified":"2019-11-12T08:55:21","modified_gmt":"2019-11-12T08:55:21","slug":"change-document-number-document-date-and-posting-date-of-oe-shipment-and-oe-invoice-before-creating-it-from-order-entry-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/07\/31\/change-document-number-document-date-and-posting-date-of-oe-shipment-and-oe-invoice-before-creating-it-from-order-entry-screen\/","title":{"rendered":"Change Document Number, Document Date and Posting Date of OE Shipment and OE Invoice before creating it from Order Entry Screen"},"content":{"rendered":"

In our previous blog Order Entry Transaction flow in Sage 300 ERP<\/a><\/span>, we have discussed about sales flow in Sage 300 ERP. In that blog, we have an overview on Creating O\/E Entry, O\/E shipment Entry and O\/E Invoice Entry by Single Transaction<\/strong>.
\nNew Stuff:<\/span><\/em> A\/R Options \u2014 Allow Blank Comment Type<\/a><\/span>
\nMany times the order entry date is different than the shipment date and invoice date. In this blog, we will discuss about how Sage 300 ERP allows you to create O\/E Order, O\/E Shipment and O\/E Invoice by single transaction with user defined Document Number, Document Date and Posting Date of O\/E Shipment and O\/E Invoice from the order entry screen in details.
\n1. Change Shipment Number, Shipment Date and Shipment Posting Date from Order Entry Screen<\/strong><\/span>
\nWhile creating the order entry, when you changed the Qty. Shipped field [Refer below screen shot] manually or by clicking the Ship All Button on the order entry screen, Sage 300 enables the checkbox named \u201cCreate Invoice\u201d<\/strong>.
\n\"1\"<\/a>
\n 
\nAt the same time, the Sage 300 ERP also shows the \u201cShipment No.\u201d, \u201cShipment Date\u201d and \u201cShipment Posting Date\u201d fields on the \u201cTotals\u201d tab.
\n\"2\"<\/a>
\n 
\nYou can change the Shipment Number, Shipment Date and Shipment Posting Date using these fields.
\nShipment No.<\/strong><\/span>
\nYou can change the value of the \u201cShipment No.\u201d manually. If you have changed the \u201cShipment No.\u201d field and post the order entry, then Sage 300 ERP automatically creates the shipment with the same Shipment Number as mentioned in this field. Otherwise the shipment is created with the auto-generated number.
\nShipment Date.<\/strong><\/span>
\nThis field shows Session Date as default date. You can change this date manually. This date appears as the Shipment Date on the O\/E Shipment Entry.
\nPosting Date.<\/strong><\/span>
\nDepending on your settings on the O\/E Options screen, this field automatically displays either the current session date or the document date. You can also change the Posting Date manually. This date appears as the Posting Date on Shipment.
\n2. Change Invoice Number, Invoice Date and Invoice Posting Date from Order Entry Screen<\/strong><\/span>
\nYou can checked the \u201cCreate Invoice\u201d checkbox to create an invoice when you post the transaction and additional fields appear on the Totals tab, allowing user to enter an invoice number and an invoice date as shown below:
\n\"3\"<\/a>
\n 
\nThe additional fields which appear on the \u201cTotals\u201d tab as shown in the above screenshot is shown as below:
\nInvoice No.<\/strong><\/span>
\nThis field displays the invoice number assigned when you post an invoice for the shipment. This field is blank until you invoice the shipment.
\nInvoice Date<\/strong><\/span>
\nBy default, this field displays the current session date, but you can enter another date. This date appears as the invoice date on the invoice, and is the date that is used for document aging.
\nInvoice Posting Date<\/strong><\/span>
\nDepending on your settings on the O\/E Options screen, this field automatically displays either the current session date or the document date. You can enter another date, but you cannot change the fiscal year and period separately.
\nThis is how you can create the O\/E Order, O\/E Shipment and O\/E Invoice by single transaction with user defined Document Number, Document Date and Posting Date of O\/E Shipment and O\/E Invoice from the order entry screen.
\nAlso Read:<\/span><\/strong>
\n1. Default Create OE Invoice in Sage 300 ERP<\/a><\/span>
\n2. Create Invoice directly from Shipment Entry<\/a><\/span>
\n3. How to send Emails from OE invoice to customer via Sage 300 ERP<\/a><\/span>
\n4. Item description in Order Entry Screen defaulting to blank in Sage 300 ERP<\/a><\/span>
\n5. Customer Wise Item filter on Order Entry screen in Sage 300 ERP<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

In our previous blog Order Entry Transaction flow in Sage 300 ERP, we have discussed about sales flow in Sage 300 ERP. In that blog, we have an overview on Creating O\/E Entry, O\/E shipment Entry and O\/E Invoice Entry by Single Transaction. New Stuff: A\/R Options \u2014 Allow Blank Comment Type Many times the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[79,581,806,1986,2519,2651],"class_list":["post-12177","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-accpac","tag-create-invoice","tag-document-date","tag-posting-date","tag-sage300","tag-session-date"],"yoast_head":"\nChange Document Number, Document Date and Posting Date of OE Shipment and OE Invoice before creating it from Order Entry Screen - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2015\/07\/31\/change-document-number-document-date-and-posting-date-of-oe-shipment-and-oe-invoice-before-creating-it-from-order-entry-screen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Change Document Number, Document Date and Posting Date of OE Shipment and OE Invoice before creating it from Order Entry Screen - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog Order Entry Transaction flow in Sage 300 ERP, we have discussed about sales flow in Sage 300 ERP. 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