{"id":29255,"date":"2021-01-29T13:43:20","date_gmt":"2021-01-29T13:43:20","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=29255"},"modified":"2025-07-23T06:02:48","modified_gmt":"2025-07-23T06:02:48","slug":"advantage-of-specifying-customer-account-set-in-oe-templates","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2021\/01\/29\/advantage-of-specifying-customer-account-set-in-oe-templates\/","title":{"rendered":"Advantage of specifying Customer Account Set in OE Templates"},"content":{"rendered":"\n

In our recent blogs we have already discussed new provision and enhancement done with the release of Sage 300 v2021. We have already discussed one of the provision made available by Sage 300 v2021 onwards is \u2018setting Customer Account set on the OE Template screen\u2019. We have brief this feature in our below blog:
Advantage of specifying Customer Account Set in OE Templates<\/a><\/p>\n\n\n\n

New Stuff:\u00a0<\/strong>Export Custom View from OCX screen<\/a><\/p>\n\n\n\n

Navigation for the setting:<\/u><\/strong><\/p>\n\n\n\n

You can navigate to the \u2018O\/E Templates\u2019 screen as Order Entry\u00e0 O\/E Setup \u00e0Templates.<\/p>\n\n\n\n

As displayed in the screenshot below on \u2018Customer\u2019 tab you will see an extra textbox is added for specifying \u2018Cust. Account Set\u2019 for Specific Templates.<\/p>\n\n\n\n

\"CustAccountSetOnTemplates\"<\/a><\/center>\n\n\n\n

In our last blog on this feature we have discussed about, how we can set the Customer Account set on OE Templates screen and while making OE order entry how the OE Template screen Customer Account Set have higher preference over the Customer Account set mentioned on the A\/R Customers screen.<\/p>\n\n\n\n

In this blog we are going to discuss one of the advantage of this preferred setting due to which it becomes easier to create OE Order Entry for the Customer which is not yet added as A\/R Customer i.e. for new customer.<\/p>\n\n\n\n

For e.g. in below screenshot you can see that , while adding record for OE Order Entry for new Customer i.e. the customer which do not have record in A\/R Customers the Customer Account set field remains blank. This field is mandatory and to post the order we need to set the value for this field.<\/p>\n\n\n\n

\"NewCustomer\"<\/a><\/center>\n\n\n\n

Here, the template code used is Active, so as per standard it will copy the Customer Account set from Active Template code.<\/p>\n\n\n\n

Please refer to screenshot for the OE Templates screen for \u2018Active\u2019 template code.<\/p>\n\n\n\n

\"OETemplates_Active\"<\/a><\/center>\n\n\n\n

Since, the Customer Account set is specified as \u2018TRADE\u2019 this will get copied to newly created order with non-existing customer also.<\/p>\n\n\n\n

\"OrderEntryCustAccountSet\"<\/a><\/center>\n\n\n\n

Using this, you can set default Customer Account set for the Order entry based template specified or from selected template. This will avoid error while posting OE order entry with non-existing customer as this is mandatory field.<\/p>\n\n\n\n

Note :<\/p>\n\n\n\n

Though it takes the OE Templates screen\u2019s Customer Account field value as default but while creating A\/R Customer form O\/E Order entry screen, the Customer Account Set will be always picked up from specified customer group and if National account is also specified then, it will pick the value from there.<\/p>\n\n\n\n

About Us<\/strong><\/span><\/p>\n\n\n\n

Greytrix<\/a> – a globally recognized and one of the oldest Sage 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 sData 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\ncontact us at accpac@greytrix.com<\/a>,\nWe will like to hear from you.<\/p>\n","protected":false},"excerpt":{"rendered":"

In our recent blogs we have already discussed new provision and enhancement done with the release of Sage 300 v2021. We have already discussed one of the provision made available by Sage 300 v2021 onwards is \u2018setting Customer Account set on the OE Template screen\u2019. We have brief this feature in our below blog:Advantage of\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":[2],"tags":[3587,79,647,1817,3585,3586],"class_list":["post-29255","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-account-set-code","tag-accpac","tag-customer","tag-order-entry","tag-sage-300-erp-v2021","tag-templates"],"yoast_head":"\nAdvantage of Specifying Customer Account Set in OE<\/title>\n<meta name=\"description\" content=\"Learn how specifying customer account sets in Sage 300 OE templates improves order accuracy and streamlines processing for better financial management.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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