{"id":18390,"date":"2018-03-20T12:04:25","date_gmt":"2018-03-20T12:04:25","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=18390"},"modified":"2024-03-27T04:28:27","modified_gmt":"2024-03-27T04:28:27","slug":"simplified-oe-module-report-invoice-details","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/20\/simplified-oe-module-report-invoice-details\/","title":{"rendered":"Simplified OE Module Report (Invoice Details)"},"content":{"rendered":"

Sales Invoice\u00a0is a confirmation document sent to the customers before delivering the goods or services.\u00a0Sales Invoice\u00a0can be created once your prospective customer accepts the quote. It is sometimes difficult to find those invoices quickly when required. Hence, we have developed a report UI from which you can export Order data, Shipment data & Invoice data from the single user interface in an excel format<\/a>.
\nIn this blog, we will look at the details about invoice data & its columns in detail.
\nNew Stuff:-\u00a0Generic Macro of PO Receipt Import<\/a><\/strong>
\nBelow is the UI that we have developed.
\n\"\"<\/a>
\nOn this UI, you have the option to select transaction type like Order, Shipment & Invoice. Depending on your selection, the report will export the data. In addition, you can filter the data by date, customer number & location.
\nIf you select Invoice type & export it then data will be exported in below format.
\n\"\"<\/a>
\nExcel includes fields such as Invoice No, Invoice date, Customer number, Customer name, Shipment number and ship to location, Location, ship Via Code, description, Reference, Tax Group, Terms Code, Invoice subtotal, Invoice discount, Total Tax, Invoice Total.
\nBelow is the detail explanation of all the fields:-
\nInvoice No<\/strong>– Header level order No field
\nInvoice date<\/strong> \u2013 Header level order date field
\nCustomer number<\/strong> – Header level Customer number field
\nCustomer name<\/strong> – Header level Customer name field
\nShip to location<\/strong> – Header level ship to location field (Description)
\nLocation<\/strong>– Header level Location field (Description)
\nShip Via Code<\/strong> – Header level ship Via Code field (Description)
\nDescription<\/strong> – Header level description field
\nReference<\/strong> – Header level Reference field
\nTax Group<\/strong> – Header level Tax Group field from Tax tab
\nTerms Code<\/strong> – Header level Terms Code field from Customer tab
\nInvoice subtotal<\/strong> – Detail level Order subtotal field
\nInvoice discount<\/strong> amount<\/strong> \u2013 Header level discount field from taxes tab
\nTotal tax<\/strong> amount<\/strong> – Header level total tax amount field from taxes tab
\nInvoice Total<\/strong> – Header level Order Total field Total tab
\nNote: \u2013\u00a0<\/strong>We can add or remove fields as per your requirement.
\nAlso Read:-<\/strong><\/p>\n

    \n
  1. AP Payment Register<\/a><\/li>\n
  2. GL Register Report<\/a><\/li>\n
  3. Export Invoice Information<\/a><\/li>\n
  4. Miscellaneous Charges Report in Sage 300 ERP<\/a><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

    Sales Invoice\u00a0is a confirmation document sent to the customers before delivering the goods or services.\u00a0Sales Invoice\u00a0can be created once your prospective customer accepts the quote. It is sometimes difficult to find those invoices quickly when required. Hence, we have developed a report UI from which you can export Order data, Shipment data & Invoice data\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":[776,1013,1367,1375,2542],"class_list":["post-18390","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-details","tag-format","tag-invoice","tag-invoice-details-format","tag-sales-invoice"],"yoast_head":"\nSimpler OE Module Report (Invoice Details)<\/title>\n<meta name=\"description\" content=\"A sales invoice is a confirmation document provided to customers before delivery of goods or services.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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