{"id":32269,"date":"2023-02-09T12:27:17","date_gmt":"2023-02-09T12:27:17","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=32269"},"modified":"2023-10-05T07:00:38","modified_gmt":"2023-10-05T07:00:38","slug":"customer-ageing-report","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2023\/02\/09\/customer-ageing-report\/","title":{"rendered":"Customer Ageing Report"},"content":{"rendered":"\n

In Sage 300 ERP<\/u><\/a>, in the Order entry and Order Invoice transactions, we can only check the current stock and quantity. There are no open orders or outstanding payments for orders or invoice entries that can be tracked against the Invoice & item. We have thus developed a report that shows open orders and outstanding payments for orders or invoice entries from Order Entry, Order Invoice, AR Invoice, and AR Prepayment.<\/p>\n\n\n\n

New Stuff<\/em> :<\/strong>– GL Smart List Report<\/a><\/p>\n\n\n\n

In this blog, we are introducing the Customer Ageing Report, which allows users to export Order Entries, Order Invoices, AR Invoices, and AR Prepayment data in Excel format.<\/p>\n\n\n\n

Please see the screenshot of the “Customer Ageing Report” user interface below.<\/strong><\/p>\n\n\n\n

\"UI<\/a><\/center>\n
UI for Customer Ageing Report<\/center><\/font>\n\n\n\n

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There is a process button and a close button, as shown in the screenshot above. When the user clicks the “Process” button, the data is exported in Excel format on the specified path, There is also an email functionality that we have given where the exported file is emailed to a specific responsible person. These details of Email addresses and Paths are saved in the database configuration file.<\/p>\n\n\n\n

The same export file will be saved in the local path as \u2018Customer Ageing Report ddMMyyyyHHmm.xlsx\u2019, and the local path will be saved in the database configuration file.<\/p>\n\n\n\n

If any error occurs while exporting the file, an error log will be generated at the error path. Also, a success log will be generated and saved in the success log path. These all details of configurations are saved in the Database configuration file provided with the upload.<\/p>\n\n\n\n

The following is the Excel-based output of the “Customer Ageing Report:-<\/strong><\/p>\n\n\n\n

\"Customer<\/a><\/center>\n
Customer Ageing Report – Output File<\/center><\/font>\n\n\n\n

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This report includes the following fields from Order Entries, Order Invoices, AR Invoices, and AR Prepayment data and can be customized to meet your needs.<\/p>\n\n\n\n