{"id":28478,"date":"2020-07-29T10:43:19","date_gmt":"2020-07-29T10:43:19","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=28478"},"modified":"2024-05-06T05:57:07","modified_gmt":"2024-05-06T05:57:07","slug":"customer-and-transaction-date-filter-in-oe-invoice-form","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2020\/07\/29\/customer-and-transaction-date-filter-in-oe-invoice-form\/","title":{"rendered":"Customer and Transaction Date Filter in OE Invoice Form"},"content":{"rendered":"\n

OE Invoice in Sage 300 Erp, is a confirmation document that is sent to the customers before delivering of the goods or services. Sales Invoice on the other hand can be created once the customer accepts the quote.<\/p>\n\n\n\n

Sage 300 ERP<\/a> (Sage Accpac ERP) provides users to print the OE Invoice document through the OE Invoice Form. But standard OE Invoice form in Sage 300 ERP has provision to filter invoices only on Invoice Number, so sometimes it becomes difficult to find those invoices when user does not have the idea of exact Invoice Number. So based on the requirement of one of our client we have customized the OE Invoice forms screen to sort the report data based on the Customer and Transaction Date. This makes convenient for the users to find the required Invoice by filtering using Customer and Transaction date.<\/p>\n\n\n\n

New Stuff:- E-Way Bill Process for GST<\/span><\/a><\/strong><\/p>\n\n\n\n

We have customized the OE Invoice Form screen by including additional controls of the Customer finder and Transaction Date. By selecting the customer and Transaction Date range user can further filter the OE Invoice transactions posted for particular Customers and Date.<\/p>\n\n\n

\n
\"OE<\/a>
OE Invoice-Customer and date filter in OE Forms<\/strong><\/figcaption><\/figure><\/div>\n\n\n

After selecting the From Date, To Date, From Customer and To customer as in the above screenshot and then click on the print button, invoices will be printed only of the selected customers and within the range of transaction date selected.<\/p>\n\n\n\n

If user wants to print all the invoices of the particular single customer then this customization will be more helpful since user just need to select the same customer number in from customer and to customer and select the transaction date within which user wants to print Invoice of that customer. And same goes with the Transaction Date filter, if user wants to print all the invoices posted with in particular date range then user just needs to select from date and to date and print the report. Thus using other filters in combination, it is helpful for the users to achieve a desired output in the form of report.<\/p>\n\n\n\n

Based on the requirement of the clients any other filters can also be added by customizing the OE Invoice form screens.<\/p>\n\n\n\n

About Us<\/strong>:-<\/p>\n\n\n\n

Greytrix<\/a> \u2013 a globally recognized and one of the oldest Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged 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 competence.<\/p>\n\n\n\n

Greytrix<\/a> offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM,<\/a> Salesforce.com<\/a>, Dynamics 365 CRM 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 services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a> and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using Data and web services to Sage business partners, end users and Sage PSG worldwide. Greytrix offers 20+ addons for Sage 300 to enhance productivity 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>. The GUMU™ integration for Dynamics 365 CRM \u2013 Sage ERP is listed on Microsoft Appsource with easy implementation package.<\/p>\n\n\n\n

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

OE Invoice in Sage 300 Erp, is a confirmation document that is sent to the customers before delivering of the goods or services. Sales Invoice on the other hand can be created once the customer accepts the quote. Sage 300 ERP (Sage Accpac ERP) provides users to print the OE Invoice document through the OE Invoice Form. But\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":[1],"tags":[675,3108,1771,2357],"class_list":["post-28478","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-customization","tag-oe-invoice-screen","tag-oe-module","tag-sage-300-erp"],"yoast_head":"\nFilter Customer and Transaction Dates in OE Invoice Forms<\/title>\n<meta name=\"description\" content=\"Discover OE Invoice in Sage 300 Erp is a confirmation document that consumers get prior to the delivery of goods or services.\" \/>\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\/2020\/07\/29\/customer-and-transaction-date-filter-in-oe-invoice-form\/\" \/>\n<meta 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