{"id":24660,"date":"2018-11-28T12:38:41","date_gmt":"2018-11-28T12:38:41","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=24660"},"modified":"2024-04-29T05:09:09","modified_gmt":"2024-04-29T05:09:09","slug":"ar-customer-documents-inquiry-in-sage-300-web-screen","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2018\/11\/28\/ar-customer-documents-inquiry-in-sage-300-web-screen\/","title":{"rendered":"AR Customer – Documents Inquiry in Sage 300 Web Screen"},"content":{"rendered":"

We have seen earlier that Sage 300 ERP Desktop version has the A\/R Customer Inquiry screen to provide all the information that exists for a customer in your Sage 300 system. The Same features are available in the web screens of Sage 300.<\/p>\n

New Stuff<\/strong><\/em>:<\/em>\u00a0<\/strong>Adding Invoice number to email template for subject line<\/a><\/p>\n

In this blog we will discuss about \u2018AR Customer \u2013 Documents Inquiry\u2019 which gives us the information about the invoices, credit notes, debit notes, interest charges, receipts (including unapplied cash, prepayments, and miscellaneous receipts), and refunds that have been posted to a selected customer’s account.<\/p>\n

On Sage 300 Desktop version we have separately the \u201cDocuments\u201d tab on A\/R Customer Inquiry screen, but in Sage 300c we have an Inquiry button in the Tools at left side of the home page. Using this Inquiry button we can navigate to the A\/R Customer Documents Inquiry page.<\/p>\n

Go to Tools -> Inquiry Button -> Accounts Receivable -> Customer Documents.<\/p>\n

\"Tools\"<\/a>\"Inquiries\"<\/a>\"A\/R<\/a><\/p>\n

This page contains a list of AR Invoices, Credit Notes, Debit Notes, Interest, Unapplied Cash, Prepayments, Receipts and refunds which have been processed for selected customer.<\/p>\n

On first grid lists the AR documents according to filter condition applied on filter panel, which has one line summary information like Customer Number, Document Type, Document Number, Document Date, Description, Applied Amount etc. for each AR Document<\/p>\n

User can drill down the AR Document by clicking the edit icon on Document number column of an each row for detail information of AR Document.\u00a0\"Invoice<\/a><\/p>\n

The second grid lists all the Items\/Distribution code of selected AR documents on first table, which has one line summary information like Item Number\/Distribution code, Item Description, UOM, Quantity, Unit Price, Total Amount etc.\u00a0\"AR<\/a><\/p>\n

The third grid lists all the transactions that have been applied to the document you have selected on the first table, which has one line summary information like Posting Date, Year, Period, Transaction Type, Reference Document Number, Transaction Amount, etc.\u00a0\"Document\"<\/a><\/p>\n

Also,this page provides the following option to filter or reorder the data:<\/p>\n