{"id":27002,"date":"2019-10-23T11:18:33","date_gmt":"2019-10-23T11:18:33","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=27002"},"modified":"2024-04-23T06:18:45","modified_gmt":"2024-04-23T06:18:45","slug":"sage-300c-import-the-data-into-the-transaction-and-master-screens","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/10\/23\/sage-300c-import-the-data-into-the-transaction-and-master-screens\/","title":{"rendered":"Sage 300c &#8211; Import the Data into the transaction and master screens"},"content":{"rendered":"\n<p><p style=\"text-align: justify\">As we are aware that Sage 300 desktop version\nprovides the import functionality, same feature has been provided in Sage 300c\ni.e. Web version. In sage 300c user can able to export the data into \u2018masters\u2019\nand \u2018transaction\u2019 screens.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">So in this blog we will discuss one\nof standard features of Sage 300 web version i.e. Import feature.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">In Sage 300C web, user can only use the Excel format data for the import.<\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">New Stuff:- <a rel=\"noreferrer noopener\" aria-label=\"IC Shipment Import (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/10\/18\/ic-shipment-import\/\" target=\"_blank\">IC Shipment Import<\/a><\/p><\/p>\n\n\n\n<p><p style=\"text-align: justify\">To get the import option, navigate to Order Entry -&gt; O\/E Transactions-&gt; Order Entry -&gt; Options -&gt;Import<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"310\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img1-1-1024x310.png\" alt=\"O\/E Transactions\" class=\"wp-image-27004\" title=\"O\/E Transactions\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img1-1-1024x310.png 1024w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img1-1-300x91.png 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img1-1-768x232.png 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img1-1-660x200.png 660w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img1-1.png 1343w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">Once the user clicks on Import option, the system will open the Pop up where it will allow you to browse the import file which user wants to import. In Sage 300C web, user can only use the Excel format data for the import.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1024\" height=\"306\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img2-1024x306.png\" alt=\"OE Transaction Import Screen\" class=\"wp-image-27005\" title=\"OE Transaction Import Screen\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img2-1024x306.png 1024w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img2-300x90.png 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img2-768x230.png 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img2-660x197.png 660w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img2.png 1344w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"1024\" height=\"308\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img3-1024x308.png\" alt=\"Import Type Selection\" class=\"wp-image-27006\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img3-1024x308.png 1024w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img3-300x90.png 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img3-768x231.png 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img3-660x199.png 660w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img3.png 1348w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You can browse the file from system to upload in to sage 300C.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"304\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img4-1024x304.png\" alt=\"Browse File\" class=\"wp-image-27007\" title=\"Browse File\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img4-1024x304.png 1024w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img4-300x89.png 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img4-768x228.png 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img4-660x196.png 660w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img4.png 1342w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><p style=\"text-align: justify\">After completion of the import process, getting the below message for the information related to the warning\/errors\/complete.<\/p><\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"633\" height=\"341\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img5.png\" alt=\"Import\" class=\"wp-image-27008\" title=\"Import\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img5.png 633w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img5-300x162.png 300w\" sizes=\"(max-width: 633px) 100vw, 633px\" \/><\/figure>\n\n\n\n<p>After completion of the import process new order is created.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"501\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img6-1024x501.png\" alt=\"completion of the import process \" class=\"wp-image-27009\" title=\"completion of the import process \" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img6-1024x501.png 1024w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img6-300x147.png 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img6-768x375.png 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img6-660x323.png 660w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2019\/10\/Img6.png 1344w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>This is how you can import the record in sage 300 C using the Excel file type.<\/p>\n\n\n\n<p><strong>About Us:<\/strong><\/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> 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 rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/ecommerce-magento-integration\" target=\"_blank\">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 rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/bill-of-lading\" target=\"_blank\">Bill of Lading<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/vat-middle-east\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">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>As we are aware that Sage 300 desktop version provides the import functionality, same feature has been provided in Sage 300c i.e. Web version. In sage 300c user can able to export the data into \u2018masters\u2019 and \u2018transaction\u2019 screens. So in this blog we will discuss one of standard features of Sage 300 web version\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/10\/23\/sage-300c-import-the-data-into-the-transaction-and-master-screens\/\">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":[2429,3332,3330,3331,3235],"class_list":["post-27002","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-sage-300c","tag-sage-300c-import","tag-sage-300c-master-import","tag-sage-300c-transaction-import","tag-sage-300c-web-screen"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage 300c: Import data into transaction and master screens.<\/title>\n<meta name=\"description\" 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