{"id":26209,"date":"2019-06-01T04:08:48","date_gmt":"2019-06-01T04:08:48","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=26209"},"modified":"2024-04-30T06:10:25","modified_gmt":"2024-04-30T06:10:25","slug":"default-bank-code-setting-in-sage-300","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/06\/01\/default-bank-code-setting-in-sage-300\/","title":{"rendered":"Default Bank Code Setting in Sage 300"},"content":{"rendered":"\n<p><p style=\"text-align: justify\">There are so many features are available in sage 300 which might not get used frequently but those feature are sometimes useful as per the business requirement.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">In Sage 300 there is an option to set the Default bank in Bank Setting and this bank will get start appear on other screen as a default bank so user may not need to select the bank again on other master and transactions form. <\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">New Stuff:- <a rel=\"noreferrer noopener\" aria-label=\"Document Numbering on Combination of from and To Location in Transfer entry (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/05\/27\/document-numbering-on-combination-of-from-and-to-location-in-transfer-entry\/\" target=\"_blank\">Document Numbering on Combination of from and To Location in Transfer entry<\/a><\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">So using this feature user can set the default Bank which get use maximum time in transactions. Let\u2019s check how to set the default bank option in sage 300.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">Go to Bank Services -&gt; Bank Setup and open \u201cOption\u201d Screen to set the default bank.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"932\" height=\"359\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-1.png\" alt=\"Bank Setup\" class=\"wp-image-26210\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-1.png 932w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-1-300x116.png 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-1-768x296.png 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-1-660x254.png 660w\" sizes=\"(max-width: 932px) 100vw, 932px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">On Bank option screen go to \u201cProcessing\u201d tab.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"615\" height=\"479\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-2.png\" alt=\"Bank Options\" class=\"wp-image-26211\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-2.png 615w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-2-300x234.png 300w\" sizes=\"(max-width: 615px) 100vw, 615px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">Here in this screen you can check\nthe default bank code is set as \u201cCCB\u201d.&nbsp;\nSo once you save this setting the CCB bank code get started appearing on\nother screen where the bank field is present. <\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">To check the same click on Bank Transaction and open Reconcile statement screen.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"828\" height=\"367\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-3.png\" alt=\"Reconcile screen\" class=\"wp-image-26212\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-3.png 828w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-3-300x133.png 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-3-768x340.png 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-3-660x293.png 660w\" sizes=\"(max-width: 828px) 100vw, 828px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"734\" height=\"595\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-4-1.png\" alt=\"Bank Code check on Reconcile screen\" class=\"wp-image-26214\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-4-1.png 734w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-4-1-300x243.png 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/Image-4-1-660x535.png 660w\" sizes=\"(max-width: 734px) 100vw, 734px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">You can see in the above screen Bank\nCode \u201cCCB\u201d get automatically display on screen. Here you can also change the\nbank code if you want to select the other bank code.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">Similarly it will get display in other screens as well where the bank field is present.<\/p><\/p>\n\n\n\n<p><strong>About Us<\/strong><\/p>\n\n\n\n<p><p style=\"text-align: justify\"><a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\">Greytrix<\/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><\/p>\n\n\n\n<p><p style=\"text-align: justify\"><a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\">Greytrix<\/a> offers unique GUMU&#x2122; integrated solutions of&nbsp;<a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\" target=\"_blank\">Sage 300 with Sage CRM,<\/a>&nbsp;<a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\" target=\"_blank\">Salesforce.com&nbsp;<\/a>and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/ecommerce-magento-integration\">Magento eCommerce<\/a> along with Sage 300 Migration from <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\" target=\"_blank\">Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We also offer best-in-class&nbsp;<a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-erp-development\" target=\"_blank\">Sage 300 customization and development services<\/a>&nbsp;and integration service for applications such as <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-integration-services\" target=\"_blank\">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 &nbsp;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 <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greymatrix-apparel-solution\" target=\"_blank\">GreyMatrix<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-attachement\" target=\"_blank\">Document Attachment<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-numbering\" target=\"_blank\">Document Numbering<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/auto-bank-reconciliation\" target=\"_blank\">Auto-Bank Reconciliation<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/purchase-approval-system\" target=\"_blank\">Purchase Approval System<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/three-way-po-matching\" target=\"_blank\">Three way PO matching<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/bill-of-lading\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Bill of Lading<\/a> and <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/vat-middle-east\" target=\"_blank\">VAT for Middle East<\/a>.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">For more details on Sage 300 and 300c Services, please contact us at&nbsp;<a href=\"mailto:accpac@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">accpac@greytrix.com<\/a>. We will be glad to assist you.<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>There are so many features are available in sage 300 which might not get used frequently but those feature are sometimes useful as per the business requirement. In Sage 300 there is an option to set the Default bank in Bank Setting and this bank will get start appear on other screen as a default\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/06\/01\/default-bank-code-setting-in-sage-300\/\">Read More &raquo;<\/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":[329,343,2324],"class_list":["post-26209","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-bank-code","tag-bank-services","tag-sage-300"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage 300\u00a0\u00a0Default Bank Code Setting<\/title>\n<meta name=\"description\" content=\"Discover In Bank, set the default bank. 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We\u2019ll empower you to leverage Sage 300 to its fullest potential. As your one-stop partner, Greytrix delivers exceptional solutions and integrations for Sage 300. Our blogs extend our support to businesses, covering the latest insights and trends. Dive in and transform your Sage 300 experience with us! 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