{"id":18622,"date":"2018-04-19T06:27:10","date_gmt":"2018-04-19T06:27:10","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=18622"},"modified":"2024-03-27T05:11:56","modified_gmt":"2024-03-27T05:11:56","slug":"oe-credit-debit-import-routine","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/04\/19\/oe-credit-debit-import-routine\/","title":{"rendered":"OE Credit \u2013 Debit Import routine"},"content":{"rendered":"<p>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:-<\/p>\n<ul>\n<li>Credit customer accounts for returned merchandise, damaged items, and price adjustments.<\/li>\n<li>Debit customer accounts for price adjustments and for additional merchandise sent to the customer, if it was not included on an invoice.<\/li>\n<\/ul>\n<p>New Stuff:-\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/04\/19\/oe-invoice-import-routine\/\" target=\"_blank\" rel=\"noopener noreferrer\">OE Invoice Import routine<\/a><br \/>\nIn this blog, we will discuss about OE Credit \u2013 Debit Import routine How to Import a record of OE Credit \u2013 Debit using this Import routine.<br \/>\nSuppose user needs to create OE Credit \u2013 Debit Entry and if there are only few entries available, you will not find the process difficult but assume there are 500-600 or more number of entries present and you need to add them manually. Then surely you feel it a tedious task to do but we have developed credit debit import routine to import those entries instead of doing manually.<br \/>\nBelow is the screenshot for our Import routine of OE Credit \u2013 Debit Import routine<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/04\/1-2.png\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-18623\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/04\/1-2.png\" alt=\"\" width=\"347\" height=\"127\" \/><\/a><br \/>\nUser needs to select the appropriate excel sheet and then click on Import Button which will start the process from validating the proper data of fields such as INVOICE NUMBER, CREDIT\/ DEBIT DATE, POSTING DATE, HEADERTEXT<br \/>\n<strong>Note: &#8211; on the basis of Invoice number we will create OE CREDIT\/ DEBIT DATE entries <\/strong><br \/>\n<strong>Logic for create OE Credit \u2013 Debit entries <\/strong><br \/>\nAt the time of importing excel sheet if system get CR value in this field (<strong>below highlighted field<\/strong>) then credit note entry get created and for DB system will get created Debit note entry.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/04\/2-2.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-18624\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/04\/2-2.png\" alt=\"\" width=\"1048\" height=\"84\" \/><\/a><br \/>\nIf the data is valid then <strong>OE Credit \u2013 Debit <\/strong>entry will be created, else the system writes the error log file about the same so that user can see the it &amp; made correction as per log.<br \/>\n<strong><u>About Us<\/u><\/strong><br \/>\nGreytrix is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<br \/>\n<a href=\"http:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has unique solutions of\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300 integration with Sage CRM,<\/a>\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\">Salesforce.com\u00a0<\/a>and\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-300-erp\/ecommerce-magento-integration\">Magento eCommerce<\/a>. We have the migration expertise of Sage 300 Migration from <a href=\"https:\/\/www.greytrix.com\/Greytrixpdf\/sage-erp-crm-integration-and-migration.pdf\">Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We work on the latest Sage 300c technologies and offer best-in-class\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/erp-development\/sage-300-erp-development\">Sage 300 | Sage 300c customization and development services<\/a>.\u00a0 This include upgrading old codes, creating new web screens, delivering new reporting tools like Sage Intelligence, PowerBI and SAP BO to Sage business partners, end users and Sage PSG worldwide.<br \/>\nFor more details on Sage 300 | Sage 300c Services, please contact us at\u00a0<a href=\"mailto:accpac@greytrix.com\">accpac@greytrix.com<\/a>. We will be glad to assist you.<br \/>\n<strong>Also<\/strong><strong> Read:-<\/strong><\/p>\n<ol>\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/03\/28\/custom-utility-to-keep-order-invoice-record-with-optional-field\/\" target=\"_blank\" rel=\"noopener noreferrer\">Custom Utility to keep order invoice record with optional field<\/a><\/li>\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/04\/07\/generic-macro-of-import-purchase-order\/\" target=\"_blank\" rel=\"noopener noreferrer\">Generic Macro of Import Purchase Order<\/a><\/li>\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/01\/16\/generic-macro-of-customer-import\/\" target=\"_blank\" rel=\"noopener noreferrer\">Generic Macro of Customer Import<\/a><\/li>\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2017\/12\/12\/generic-ap-misc-payments-import-macro-for-sage-300\/\" target=\"_blank\" rel=\"noopener noreferrer\">Generic Macro of AP Misc. Payments Import<\/a><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>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\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/04\/19\/oe-credit-debit-import-routine\/\">Read More &raquo;<\/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":[595,728,1269,1279,1753,1766],"class_list":["post-18622","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-credit","tag-debit","tag-import","tag-import-routine","tag-oe","tag-oe-credit-debit"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>OE Credit - Debit Import procedure.<\/title>\n<meta name=\"description\" content=\"We will examine the OE Credit-Debit Import procedure. Use this Import procedure to import an OE Credit - Debit record.\" \/>\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\/2018\/04\/19\/oe-credit-debit-import-routine\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"OE Credit - Debit Import procedure.\" \/>\n<meta property=\"og:description\" content=\"We will examine the OE Credit-Debit Import procedure. 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