{"id":15394,"date":"2017-03-06T06:10:34","date_gmt":"2017-03-06T06:10:34","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=15394"},"modified":"2023-09-26T05:53:51","modified_gmt":"2023-09-26T05:53:51","slug":"document-number-based-on-sales-person-for-order-entry","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/03\/06\/document-number-based-on-sales-person-for-order-entry\/","title":{"rendered":"Document Number Based On Sales Person For Order Entry – Sage 300 ERP (Accpac ERP)"},"content":{"rendered":"\n

In our previous blog, we have seen the multiple transnational screens where we have used the document numbering function in which we have usually generates the numbering using following numbering method account Set, Location, Account set | Location, Bank Code now in this blog let\u2019s see how to generate the document numbers based on the Sales Parson.

New stuff:<\/strong> Export Sales by Salesperson<\/a><\/em><\/span>

Based on sales person option we can generate Document numbering for Order entry screen, and for that we have newly added the sales person option on numbering method field at Document numbering module.
Once we set the numbering method as \u201cSales Person\u201d as shown in below screen shot, user needs to map the sales persons on this screen to generate number as per Sale person.<\/p>\n\n\n\n

\"Order<\/a><\/figure>\n\n\n\n


At detail grid, we can select the available salesperson code from its finder which has been created at Order master .<\/p>\n\n\n\n

\"Order<\/a><\/figure>\n\n\n\n


\u2022 On Single sales person we can assign structure code and as per that structure code number will get generated as shown in below image
\u2022 We can set the multiple sales person code with multiple prefix, structure code for number mapping.<\/p>\n\n\n\n

\"Order<\/a><\/figure>\n\n\n\n


\u2022 Once the mapping gets done, we can do the transactions of Order entry of Any type (Active\/ standing\/Quote\/Future).
\u2022 On order entry screen, where we will make the order entry transaction and then as per mapping, Document number will get generated as per below image and it will create number based on first sales person code available at sales split tab of order entry screen .<\/p>\n\n\n\n

\"Order<\/a><\/figure>\n\n\n\n


\u2022 As shown below if we want to generate document on sales per code \u201cDS\u201d then we have to set it manually at first position at sale split tab, and have to shift the BB to next to that. Accordingly the number will gets generated for \u201cDS\u201d ( first sale person code) based on Document Mapping mapping.<\/p>\n\n\n\n

\"Order<\/a><\/figure>\n\n\n\n


<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

Greytrix<\/a> – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix<\/a>\u00a0offers unique GUMU™<\/a> integrated solutions of\u00a0\u00a0Sage 300 <\/a>with Sage CRM,\u00a0Salesforce(listed on Salesforce Appexchange), Dynamics 365 CRM, and\u00a0Magento eCommerce,\u00a0along with Sage 300 Migration from\u00a0Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business <\/a>Works<\/a>. We also offer best-in-class\u00a0Sage 300 customization and development services\u00a0and integration services for applications such as\u00a0POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a>\u00a0and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using Data and web services to Sage business partners, end users and Sage PSG worldwide. <\/p>\n\n\n\n

Greytrix offers 20+ add-ons for Sage 300 to enhance productivity such as\u00a0GreyMatrix,\u00a0Document Attachment,\u00a0Document Numbering,\u00a0Auto-Bank Reconciliation,\u00a0Purchase Approval System,\u00a0Three-way PO matching,\u00a0Bill of Lading,\u00a0and\u00a0VAT for the Middle East. The GUMU™ integration for Dynamics 365 CRM \u2013 Sage ERP is listed on Microsoft Appsource with an easy implementation package. <\/p>\n\n\n\n

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button. <\/p>

For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com<\/a>, We will like to hear from you.<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

In our previous blog, we have seen the multiple transnational screens where we have used the document numbering function in which we have usually generates the numbering using following numbering method account Set, Location, Account set | Location, Bank Code now in this blog let\u2019s see how to generate the document numbers based on the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[809,811,2557],"class_list":["post-15394","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-document-number-based-on-sales-person-for-order-entry","tag-document-numbering","tag-sales-person-for-order-entry"],"yoast_head":"\nDocument Number Based On Sales Person For Order Entry - Sage 300 ERP (Accpac ERP) - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"description\" content=\"Generate Document numbering for Order entry screen, and we have newly added the sales person option on numbering method field in Document numbering module.\" \/>\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\/2017\/03\/06\/document-number-based-on-sales-person-for-order-entry\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Document Number Based On Sales Person For Order Entry - 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