{"id":28491,"date":"2020-07-30T09:41:39","date_gmt":"2020-07-30T09:41:39","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=28491"},"modified":"2024-05-06T06:05:57","modified_gmt":"2024-05-06T06:05:57","slug":"sales-invoice-export-utility","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2020\/07\/30\/sales-invoice-export-utility\/","title":{"rendered":"Sales Invoice Export utility"},"content":{"rendered":"\n<p>In Sage 300 ERP, we use the O\/E Invoice Entry screen to enter and post invoices, print receipts (for prepayments) and invoices immediately after posting. We use the Invoice tab to specify general information about the invoice, add and edit detail lines for items and miscellaneous charges on the details table and specify Tax details etc. If we can see the OE invoice Screen, there are multiple fields to enter the details of invoice for respective transaction but there is no provision of tracking the required Invoice details in Sage 300.<\/p>\n\n\n\n<p>  <strong>New Stuff: &#8211; <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2020\/07\/29\/customer-and-transaction-date-filter-in-oe-invoice-form\/\" target=\"_blank\">Customer and Transaction Date Filter in OE Invoice Form<\/a><\/strong>  <\/p>\n\n\n\n<p>Hence, in this blog, we are going to discuss \u2018Sales Invoice Export Utility\u2019 where the user can use this utility to export the details of Sales Invoice using the below Filter criteria. <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>From and To Invoice Date<\/strong><\/li>\n\n\n\n<li><strong>From and to Invoice Number<\/strong><\/li>\n<\/ul>\n\n\n\n<p>The user interfaces for the Utility of \u201cSales Invoice\u201d Export is as displayed below. The report data will be produced as an MS-excel exported file based on the user-specified Sales Invoice Number and Sales Invoice Date. &nbsp;<\/p>\n\n\n\n<p>Please refer below the screenshot of the user interfaces for the \u201cInvoice Export\u201d.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2020\/07\/Order-Invoice-User-Interface.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img fetchpriority=\"high\" decoding=\"async\" width=\"464\" height=\"178\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2020\/07\/Order-Invoice-User-Interface.png\" alt=\"Order Invoice - User Interface  \" class=\"wp-image-28498\" title=\"Order Invoice - User Interface  \" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2020\/07\/Order-Invoice-User-Interface.png 464w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2020\/07\/Order-Invoice-User-Interface-300x115.png 300w\" sizes=\"(max-width: 464px) 100vw, 464px\" \/><\/a><figcaption class=\"wp-element-caption\"><strong>Order Invoice &#8211; User Interface<\/strong><\/figcaption><\/figure><\/div>\n\n\n<p>As you can see in the above screenshot user will be able to specify \u2018From\u2019 and \u2018To\u2019 Invoice number and Sales Invoice Date, based on the same, the report will be generated. User will have the provision of selecting appropriate path for data generation purpose i.e. path to export the Excel output.<\/p>\n\n\n\n<p>Once the user clicks on \u2018Export\u2019 button, the system will generate required details of Sales Invoice. The details can be exported as per requirement and can also be customizable as per user needs. <\/p>\n\n\n\n<p><strong>Below is the excel-based generated output of the \u201cSales Invoice\u201d report.<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2020\/07\/Order-Invoice-Export-Details.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" width=\"1024\" height=\"52\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2020\/07\/Order-Invoice-Export-Details-1024x52.png\" alt=\"Order Invoice - Export Details\" class=\"wp-image-28501\" title=\"Order Invoice - Export Details\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2020\/07\/Order-Invoice-Export-Details-1024x52.png 1024w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2020\/07\/Order-Invoice-Export-Details-300x15.png 300w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2020\/07\/Order-Invoice-Export-Details-768x39.png 768w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2020\/07\/Order-Invoice-Export-Details-660x33.png 660w, https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2020\/07\/Order-Invoice-Export-Details.png 1263w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption class=\"wp-element-caption\"><strong>Order Invoice &#8211; Export Details<\/strong><\/figcaption><\/figure>\n\n\n\n<p>The exported output has \u2018n\u2019 number of fields based on requirement. Few key field mappings are mentioned below:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sales Invoice\nNumber<\/strong>: &#8211; this will be the header\nlevel Invoice number field from the OE Invoice entry screen and based on the same,\nthe report will get export. <\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Sales Invoice Date<\/strong>: &#8211; this will be the header level Sales Invoice date field from the OE Invoice entry screen.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Customer\nnumber<\/strong>: &#8211; this will be the header\nlevel selected Customer number field from the Sales Invoice entry screen.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Location<\/strong>: &#8211; this will be the header level selected\nLocation field from the Sales Invoice entry screen.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Item No: &#8211;<\/strong> this will be the Detail level Item No field from the OE Invoice entry screen.<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Item Desc: &#8211;<\/strong> this will be the Detail level Item Desc field from the OE Invoice entry screen.<\/li>\n<\/ul>\n\n\n\n<p>Thus a user can Export the Sales Invoice details using our Invoice Export Utility which will make it easy and efficient to track the Invoice details within a single exported file.<\/p>\n\n\n\n<p><strong>About Us<\/strong>:-<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Greytrix<\/a>&nbsp;\u2013\na globally recognized and one of the oldest Sage Gold Development Partner is a\none-stop solution provider for Sage ERP and Sage CRM organizational needs.\nBeing acknowledged and rewarded for multi-man years of experience, we bring\ncomplete end-to-end assistance for your technical consultations, product\ncustomizations, data migration, system integrations, third party add-on\ndevelopment and implementation competence.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>&nbsp;offers\nunique GUMU&#x2122; integrated solutions of&nbsp;&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage\n300 with Sage CRM,<\/a>&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\">Salesforce.com<\/a>,\nDynamics 365 CRM and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/ecommerce-magento-integration\">Magento eCommerce<\/a>&nbsp;along with Sage 300 Migration\nfrom&nbsp;<a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Sage\n50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business\nWorks<\/a>. We also offer best-in-class&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-erp-development\">Sage\n300 customization and development services<\/a>&nbsp;and integration\nservices for applications such as&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-300-integration-services\">POS\n| WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage\n300 ERP<\/a>&nbsp;and for Sage 300c development services we offer, upgrades\nof older codes and screens to new web screens, latest integrations using Data\nand web services to Sage business partners, end users and Sage PSG worldwide.\nGreytrix offers 20+ addons for Sage 300 to enhance productivity such as&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greymatrix-apparel-solution\">GreyMatrix<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-attachement\">Document\nAttachment<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/greytrix-document-numbering\">Document\nNumbering<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/auto-bank-reconciliation\">Auto-Bank\nReconciliation<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/purchase-approval-system\">Purchase\nApproval System<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/three-way-po-matching\">Three\nway PO matching<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/bill-of-lading\">Bill\nof Lading<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp-add-ons\/vat-middle-east\">VAT\nfor Middle East<\/a>. The GUMU&#x2122; integration for Dynamics 365 CRM \u2013 Sage ERP is\nlisted on Microsoft Appsource with easy implementation package.<\/p>\n\n\n\n<p>For more details on Sage 300 and Sage 300c Services, please\ncontact us at&nbsp;<a href=\"mailto:accpac@greytrix.com\">accpac@greytrix.com<\/a>, We\nwill like to hear from you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Sage 300 ERP, we use the O\/E Invoice Entry screen to enter and post invoices, print receipts (for prepayments) and invoices immediately after posting. We use the Invoice tab to specify general information about the invoice, add and edit detail lines for items and miscellaneous charges on the details table and specify Tax details\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2020\/07\/30\/sales-invoice-export-utility\/\">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":[1],"tags":[935,1378,2542,2891,2960],"class_list":["post-28491","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-export","tag-invoice-export","tag-sales-invoice","tag-transactions","tag-utility"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Utility for exporting sales invoices<\/title>\n<meta name=\"description\" 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