{"id":26197,"date":"2019-05-27T06:18:16","date_gmt":"2019-05-27T06:18:16","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=26197"},"modified":"2024-04-30T06:01:00","modified_gmt":"2024-04-30T06:01:00","slug":"document-numbering-on-combination-of-from-and-to-location-in-transfer-entry","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/05\/27\/document-numbering-on-combination-of-from-and-to-location-in-transfer-entry\/","title":{"rendered":"Document Numbering on Combination of from and To Location in Transfer entry"},"content":{"rendered":"\n

As we know, Document Numbering is a module helps\nto generate Document Numbers based on Location, Account Set, Account Set\/Location\n(optional field) or Bank Code for various transaction screens of AP, PO, IC, AR\nand OE. User can set Numbering structure as per their requirement and can generate\nDocument numbers accordingly. <\/p>\n\n\n\n

One of our client has requested customization in the standard product that they want to generate Transfer Numbers based on combination of the \u2018From & To Location\u2019 selected in the detail line (instead of \u2018From Location\u2019 which is a standard functionality). So we did the customization by generating the document Numbering based on combination of \u2018From & To Location\u2019. This customization is done for IC Transit Transfer\/ IC Receipt screens. The reason for doing this customization as client want to have different series for Interstate and Intrastate transfer.<\/p>\n\n\n\n

Following\nconfiguration needs to be done to work this customization.<\/strong><\/p>\n\n\n\n

1.Firstly user will have to create an Optional field \u201cICFROMTO\u201d<\/p>\n\n\n\n

2.Here the user will have to enter combination of \u2018From Location code\u2019 and \u2018To Location code\u2019 in the \u2018Value\u2019 Column. In Description column the user can describe the Location information as per needed.<\/p>\n\n\n\n

\"Fields\"<\/figure>\n\n\n\n

3.On Numbering Mapping screen, user needs to select Numbering Method as From and To Location and then select values from created Optional field (ICFROMTO) for selected Document <\/p>\n\n\n\n

Type (It does only work for only IC Transfers screen.) <\/p>\n\n\n\n

4.This entry gets saved after proper selection of Structure Code and assigning Prefix and Next Number values.<\/p>\n\n\n\n

\"Location

<\/figcaption><\/figure>\n\n\n\n

5.Back to IC Transfer screen user will select the appropriate from and To Location as mapped on Numbering Mapping screen<\/p>\n\n\n\n

6.After posting this transfer\/receipt entry a document number will get generated as per mapping done on Numbering Mapping screen. <\/p>\n\n\n\n

\"Transfers\"

<\/figcaption><\/figure>\n\n\n\n

The key point to note is that while adding no. of\nDetail lines on transaction screen, only first Detail line will be considered for mapping of From and To Location.<\/p>\n\n\n

About Us<\/strong><\/span>
\nGreytrix<\/a> a 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

Greytrix<\/a> offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM,<\/a> Salesforce.com <\/a>and Magento eCommerce<\/a> along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We also offer best-in-class Sage 300 customization and development services<\/a> and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a> and 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  to 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 GreyMatrix<\/a>, Document Attachment<\/a>, Document Numbering<\/a>, Auto-Bank Reconciliation<\/a>, Purchase Approval System<\/a>, Three way PO matching<\/a>, Bill of Lading<\/a> and VAT for Middle East<\/a>.<\/p>\n

For more details on Sage 300 and 300c Services, please contact us at accpac@greytrix.com<\/a>. We will be glad to assist you.<\/p>","protected":false},"excerpt":{"rendered":"

As we know, Document Numbering is a module helps to generate Document Numbers based on Location, Account Set, Account Set\/Location (optional field) or Bank Code for various transaction screens of AP, PO, IC, AR and OE. User can set Numbering structure as per their requirement and can generate Document numbers accordingly. One of our client\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[512,811,3220,1258,3219,1751,2475,3221],"class_list":["post-26197","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-configuration","tag-document-numbering","tag-ic-receipt-screen","tag-ic-transit-transfer","tag-module","tag-numbering-mapping","tag-sage-crm","tag-sage-crm-addon"],"yoast_head":"\nTransfer Entry: Document Numbering by From-To Location Combo<\/title>\n<meta name=\"description\" content=\"Discover Document Numbering: For AP, PO, IC, AR, and OE, generate numbers based on location, account set, or bank code."\" \/>\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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