{"id":26263,"date":"2019-06-01T07:25:17","date_gmt":"2019-06-01T07:25:17","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=26263"},"modified":"2024-04-30T06:16:02","modified_gmt":"2024-04-30T06:16:02","slug":"oe-transaction-list-report","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/06\/01\/oe-transaction-list-report\/","title":{"rendered":"OE Transaction List Report"},"content":{"rendered":"\n<p><p style=\"text-align: justify\">In&nbsp;the Sage 300 ERP, every module provides a number of standard reports which helps users to get the detailed transaction information, Transactions Status, Setups etc. In this blog we are going to take a look at on O\/E Transaction List Report. <\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">New Stuff:- <a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/06\/01\/hide-completed-orders-in-order-entry-finder\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"Hide Completed Orders in Order Entry Finder (opens in a new tab)\">Hide Completed Orders in Order Entry Finder<\/a><\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">The O\/E Transaction List Report is used to print a list of orders, shipments, invoices or credit\/debit notes.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">We can print each type of transaction by selecting the print options on UI and also we can print detailed or summary version of the report.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">This report can be found under Order Entry -&gt; O\/E Reports -&gt; Transaction List.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"718\" height=\"437\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/1-1.png\" alt=\"Order Entry \uf0e0 O\/E Reports \uf0e0 Transaction List.\" class=\"wp-image-26264\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/1-1.png 718w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/1-1-300x183.png 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/1-1-660x402.png 660w\" sizes=\"(max-width: 718px) 100vw, 718px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"587\" height=\"546\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/2-1.png\" alt=\"\" class=\"wp-image-26265\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/2-1.png 587w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/2-1-300x279.png 300w\" sizes=\"(max-width: 587px) 100vw, 587px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">When\nwe are printing this report for orders, we can specify which type of orders to\ninclude in the report by selecting the order type, status, and source options\non UI.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">When we are printing this report for shipments, invoices and credit\/debit notes, we can only specify which transactions information needs to print.<\/p><\/p>\n\n\n\n<p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"587\" height=\"546\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/3.png\" alt=\"\" class=\"wp-image-26266\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/3.png 587w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/3-300x279.png 300w\" sizes=\"(max-width: 587px) 100vw, 587px\" \/><\/figure>\n\n\n\n<p>We can sort the report by transaction number or customer number, and we can specify ranges of transaction numbers, customer numbers, transaction date and currency codes (if we have a multi currency system) to include in the report.<\/p>\n\n\n\n<p><p style=\"text-align: justify\"><strong>Information Printed on This Report:-<\/strong><\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">Depending\non the printing options we have selected, the Transaction List report can\ninclude:<\/p><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>The information entered on the Transactions standard screen and the total amount. In multi currency ledgers, the total amount is displayed in both source  currency and functional currency.<\/li><li>The address, phone number, and fax number for billing and shipping.<\/li><li>Details for each item on the order, invoice, shipment, or credit\/debit note, including quantities ordered and shipped or returned, unit prices, and total amounts outstanding.<\/li><li>The salesperson commission split for the order.<\/li><li>Any prepayments that were posted to an order or invoice.<\/li><li>Grand totals for orders, shipments, invoices, or credit\/debit notes.<\/li><li>Summary totals for each source currency (for the multi currency version of the report).<\/li><\/ol>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1128\" height=\"797\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/4-1024x724.png\" alt=\"\" class=\"wp-image-26267\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/4-1024x724.png 1024w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/4-300x212.png 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/4-768x543.png 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/4-660x466.png 660w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/4-200x140.png 200w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/4.png 1128w\" sizes=\"(max-width: 1128px) 100vw, 1128px\" \/><\/figure>\n\n\n\n<p>About Us<\/p>\n\n\n\n<p><p style=\"text-align: justify\"><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Greytrix<\/a> 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.<\/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>&nbsp;caters to a wide range of Sage Business Cloud Solutions such as <a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage Enterprise Management (Sage X3)<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-financials\/sage-live-consulting\" target=\"_blank\">Sage Financials (Sage Live)<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/professional-services\/sage-intacct-development-services\" target=\"_blank\">Sage Intacct<\/a> and Sage Accounting (Sage One). Our unique GUMU&#x2122; integrations include <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\" target=\"_blank\">Sage Intacct with Sage CRM<\/a> | Salesforce, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\" target=\"_blank\">Sage Enterprise Management with Sage CRM<\/a>&nbsp;| <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\" target=\"_blank\">Salesforce.com<\/a> and&nbsp;<a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\" target=\"_blank\">Magento eCommerce<\/a>. We are migration specialists for Sage Intacct and Sage Enterprise Management from Sage 50 US, Sage Pro, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-100-integration\" target=\"_blank\">Sage 100<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-300-migration\" target=\"_blank\">Sage 300<\/a> and <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/professional-services\/migrate-qb-sage-erp-to-sage-intacct\" target=\"_blank\">QuickBooks<\/a>. We also offer best-in-class Consulting, Implementation and Technical Support for <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/greytrix-kenya-consulting-overview\" target=\"_blank\">Sage Enterprise Management<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/professional-services\/sage-intacct-consulting-services\" target=\"_blank\">Sage Intacct<\/a> and <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-financials\/sage-live-consulting\" target=\"_blank\">Sage Financials<\/a>. We have developed applications integrations for <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/Greytrixpdf\/sage-x3-integration-services-catalogue.pdf\" target=\"_blank\">Sage Enterprise Management<\/a>, <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/professional-services\/integrate-apps-to-sage-intacct\" target=\"_blank\">Sage Intacct<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-financials\/integration-apps-sage-live\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Sage Financials&nbsp;<\/a>to Sage business partners, resellers and Sage PSG worldwide.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">For more information on Sage Business Cloud Solutions, please contact us at&nbsp;<a href=\"mailto:sagecloud@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">sagecloud@greytrix.com<\/a>. We will be glad to assist you.<\/p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In&nbsp;the Sage 300 ERP, every module provides a number of standard reports which helps users to get the detailed transaction information, Transactions Status, Setups etc. In this blog we are going to take a look at on O\/E Transaction List Report. New Stuff:- Hide Completed Orders in Order Entry Finder The O\/E Transaction List Report\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/06\/01\/oe-transaction-list-report\/\">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":[],"class_list":["post-26263","post","type-post","status-publish","format-standard","hentry","category-sage-accpac"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Report on OE Transaction Lists<\/title>\n<meta name=\"description\" content=\"Known to examine the O\/E Transaction List Report.\" \/>\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\/2019\/06\/01\/oe-transaction-list-report\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Report on OE Transaction Lists\" \/>\n<meta property=\"og:description\" content=\"Known to examine the O\/E Transaction List Report.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/06\/01\/oe-transaction-list-report\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2019-06-01T07:25:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-04-30T06:16:02+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/1-1.png\" \/>\n<meta name=\"author\" content=\"Greytrix\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Greytrix\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/06\/01\/oe-transaction-list-report\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/06\/01\/oe-transaction-list-report\/\",\"name\":\"Report on OE Transaction Lists\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/06\/01\/oe-transaction-list-report\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/06\/01\/oe-transaction-list-report\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/1-1.png\",\"datePublished\":\"2019-06-01T07:25:17+00:00\",\"dateModified\":\"2024-04-30T06:16:02+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/93977cd8aa8fbd1f151d3f664e29c9f2\"},\"description\":\"Known to examine the O\/E Transaction List Report.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/06\/01\/oe-transaction-list-report\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/06\/01\/oe-transaction-list-report\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/06\/01\/oe-transaction-list-report\/#primaryimage\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/1-1.png\",\"contentUrl\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/06\/1-1.png\",\"width\":718,\"height\":437,\"caption\":\"Order Entry \uf0e0 O\/E Reports \uf0e0 Transaction List.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/06\/01\/oe-transaction-list-report\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"OE Transaction List Report\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\",\"name\":\"Sage 300 ERP \u2013 Tips, Tricks and Components\",\"description\":\"Explore the world of Sage 300 with our insightful blogs, expert tips, and the latest updates. 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