{"id":19744,"date":"2018-07-16T08:57:03","date_gmt":"2018-07-16T08:57:03","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=19744"},"modified":"2024-04-25T05:26:10","modified_gmt":"2024-04-25T05:26:10","slug":"customized-oe-sales-order-with-change-customer-number-provision","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/07\/16\/customized-oe-sales-order-with-change-customer-number-provision\/","title":{"rendered":"Customized OE sales order with Change Customer Number provision"},"content":{"rendered":"<p>Sales Order\u00a0is a confirmation document sent to the customers before delivering the goods or services.\u00a0Sales Order\u00a0can be created once the quote is accepted by your prospective customer.<\/p>\n<p><strong><em>New Stuff:<\/em><\/strong>\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/07\/07\/migrate-sales-invoice-using-inventory-items-from-quickbooks-as-ar-invoice-into-sage-300-erp\/\" target=\"_blank\" rel=\"noopener\">Migrate QuickBooks Sales Invoice using Inventory Items as AR Invoice into Sage 300 ERP<\/a><\/p>\n<p>Sales order is generated against a customer and in Sage 300 user cannot change customer number once sales order gets posted. But now it is possible to change customer number of sales order even after posting the order.<\/p>\n<p>We are writing this blog continue to our blog \u201c<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2016\/12\/27\/change-customer-number-on-sales-order-after-posting\/\" target=\"_blank\" rel=\"noopener\">Change Customer Number on Sales order after posting<\/a>\u201d which we have already posted on our site.<\/p>\n<p>Addition to this we have customized OE Sales order screen with provision to call \u201cChange customer number\u201d utility on OE sales order itself which allows user to replace the customer on that sales order itself without adding separate macro on sage 300 desktop.<\/p>\n<p>Let\u2019s have a look on the user interface.<br \/>\nGo to Sales order form -&gt; Create one quote or Order. -&gt; Click on Customer update button to open utility.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/07\/Image1.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter wp-image-19745 size-full\" title=\"Order entry\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/07\/Image1.png\" alt=\"Order entry\" width=\"1013\" height=\"731\" \/><\/a>You can see the customer update utility will get open with the same order number which are selected on order entry screen.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/07\/Image2.png\"><img decoding=\"async\" class=\"aligncenter wp-image-19746 size-full\" title=\"Order entry\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/07\/Image2.png\" alt=\"Order entry\" width=\"1012\" height=\"733\" \/><\/a>Now as per original functionality (mentioned in blog \u201cChange Customer Number on Sales order after posting\u201d) user can select customer number to replace with the old customer on OE sales order screen.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/07\/Image3.png\"><img decoding=\"async\" class=\"aligncenter wp-image-19747 size-full\" title=\"O\/E customer\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/07\/Image3.png\" alt=\"O\/E customer\" width=\"289\" height=\"149\" \/><\/a>On click of process button old customer on OE sales order will get replace with the new customer number.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/07\/Image4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-19748 size-full\" title=\"O\/E order entry\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2018\/07\/Image4.png\" alt=\"O\/E order entry\" width=\"1013\" height=\"731\" \/><\/a>This is how user can use this utility by OE sales order itself without adding new macro on sage 300 desktop.<\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/a>\u00a0a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized 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 expertise.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/a>\u00a0offers unique GUMU&#x2122; integrated solutions of\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\" target=\"_blank\" rel=\"noopener\">Sage 300 with Sage CRM,<\/a>\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\" target=\"_blank\" rel=\"noopener\">Salesforce.com\u00a0<\/a>and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/ecommerce-magento-integration\" target=\"_blank\" rel=\"noopener\">Magento eCommerce<\/a>\u00a0along with Sage 300 Migration from\u00a0<a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\" target=\"_blank\" rel=\"noopener\">Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-erp-development\" target=\"_blank\" rel=\"noopener\">Sage 300 customization and development services<\/a>\u00a0and integration service for applications such as\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-integration-services\" target=\"_blank\" rel=\"noopener\">POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a>\u00a0and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services \u00a0to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greymatrix-apparel-solution\" target=\"_blank\" rel=\"noopener\">GreyMatrix<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-attachement\" target=\"_blank\" rel=\"noopener\">Document Attachment<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-numbering\" target=\"_blank\" rel=\"noopener\">Document Numbering<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/auto-bank-reconciliation\" target=\"_blank\" rel=\"noopener\">Auto-Bank Reconciliation<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/purchase-approval-system\" target=\"_blank\" rel=\"noopener\">Purchase Approval System<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/three-way-po-matching\" target=\"_blank\" rel=\"noopener\">Three way PO matching<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/bill-of-lading\" target=\"_blank\" rel=\"noopener\">Bill of Lading<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/vat-middle-east\" target=\"_blank\" rel=\"noopener\">VAT for Middle East<\/a>.<\/p>\n<p>For more details on Sage 300 and 300c Services, please contact us at\u00a0<a href=\"mailto:accpac@greytrix.com\" target=\"_blank\" rel=\"noopener\">accpac@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sales Order\u00a0is a confirmation document sent to the customers before delivering the goods or services.\u00a0Sales Order\u00a0can be created once the quote is accepted by your prospective customer. New Stuff:\u00a0Migrate QuickBooks Sales Invoice using Inventory Items as AR Invoice into Sage 300 ERP Sales order is generated against a customer and in Sage 300 user cannot\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/07\/16\/customized-oe-sales-order-with-change-customer-number-provision\/\">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":[79,434,1388,1733,1862,2324],"class_list":["post-19744","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-accpac","tag-change-customer-number-on-sales-order-after-posting","tag-invoiced-receipt","tag-non-invoice-receipt-report","tag-partial-invoice-receipt-report","tag-sage-300"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - 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