{"id":32368,"date":"2023-03-31T08:58:42","date_gmt":"2023-03-31T08:58:42","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=32368"},"modified":"2023-10-05T07:14:43","modified_gmt":"2023-10-05T07:14:43","slug":"customized-order-entry-screen-for-tax-group","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2023\/03\/31\/customized-order-entry-screen-for-tax-group\/","title":{"rendered":"Customized Order Entry Screen for Tax Group"},"content":{"rendered":"\n

In Sage 300 ERP<\/u><\/a>, the Tax Group assigned to the customer flows directly to the transaction level in the OE Order Entry Screen. But sometimes Users need a different Tax Authority at the transaction level depending upon the location of supply of goods i.e. for intrastate SCGST authority and for interstate IGST authority is used. In such case, the Tax Group needs to be manually changed for another Tax Authority at the transaction level.<\/p>\n\n\n\n

New Stuff<\/em>: – Resolution to an Error Caused While Downgrading Sage 300 Custom Module<\/a><\/p>\n\n\n\n

In this blog, we are going to discuss about the customization done for the OE Order Entry screen where the Tax Group at the transaction level can be updated depending upon the Header Level location.<\/p>\n\n\n\n

For this customization User needs to create an Optional Field for every location with IGST and SCGST Tax Authority wherein the description of the optional field will be the combination of Location and Tax Authority as shown below:<\/p>\n\n\n\n

\"Optional<\/a><\/center>\n\n\n\n
\"Fig1:<\/a><\/center>\n
Fig1: Optional Field UI<\/center><\/font>\n\n\n\n

<\/p>\n\n\n\n

When User changes the Header Level location at the transaction level in OE Order Entry screen the customization will check for the State field of Header location with the State field of Customer.

If the State field of Header Level location is same as the State field of the Customer then the Tax Group value will be fetched from optional field with SCGST Tax Authority for that particular State.<\/p>\n\n\n\n

E.g.<\/strong>: If the state of header level location is Maharashtra and the Customer state is also Maharashtra then tax group value will be fetched from optional field having description as \u2018SCGSTMaharashtra<\/strong>\u2019.<\/p>\n\n\n\n

Please refer below screenshot:-<\/strong><\/p>\n\n\n\n

\"Tax<\/a><\/center>\n
Fig2: Tax group for SCGST Tax Authority<\/center><\/font>\n\n\n\n

<\/p>\n\n\n\n

If the State field of Header Level location is different from the State field of the Customer then the Tax Group value will be fetched from optional field with IGST Tax Authority for State of the Header Level location.<\/p>\n\n\n\n

E.g.<\/strong>: If the customer state is Maharashtra and the state of Header Level location is Karnataka then, the Tax Group value will be fetched from the optional field where description will be \u2018IGSTKarnataka<\/strong>\u2019.<\/p>\n\n\n\n

Please refer below screenshot:-<\/strong><\/p>\n\n\n\n

\"Tax<\/a><\/center>\n
Fig3: Tax group for IGST Tax Authority <\/center><\/font>\n\n\n\n

<\/p>\n\n\n\n

Thus, Users can easily update their Tax groups for the required Tax Authority.<\/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 Partners 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>\u00a0offers unique GUMU™<\/a> integrated solutions of\u00a0\u00a0Sage 300 <\/a>with Sage CRM,\u00a0Salesforce(listed on Salesforce Appexchange), Dynamics 365 CRM, and\u00a0Magento eCommerce,\u00a0along with Sage 300 Migration from\u00a0Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business <\/a>Works<\/a>. We also offer best-in-class\u00a0Sage 300 customization and development services\u00a0and integration services for applications such as\u00a0POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a>\u00a0and 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. <\/p>\n\n\n\n

Greytrix offers 20+ add-ons for Sage 300 to enhance productivity such as\u00a0GreyMatrix,\u00a0Document Attachment,\u00a0Document Numbering,\u00a0Auto-Bank Reconciliation,\u00a0Purchase Approval System,\u00a0Three-way PO matching,\u00a0Bill of Lading,\u00a0and\u00a0VAT for the Middle East. The GUMU™ integration for Dynamics 365 CRM \u2013 Sage ERP is listed on Microsoft Appsource with an easy implementation package. <\/p>\n\n\n\n

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button. <\/p>

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":"

In Sage 300 ERP, the Tax Group assigned to the customer flows directly to the transaction level in the OE Order Entry Screen. But sometimes Users need a different Tax Authority at the transaction level depending upon the location of supply of goods i.e. for intrastate SCGST authority and for interstate IGST authority is used.\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":[675,1480,2548,2806,2815],"class_list":["post-32368","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-customization","tag-location","tag-sales-order","tag-tax-authority","tag-tax-groups"],"yoast_head":"\nCustomized Order Entry Screen for Tax Group - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"description\" content=\"The customization done for the OE Order Entry screen where the Tax Group at the transaction level can be updated depending upon the Header Level location.\" \/>\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\/2023\/03\/31\/customized-order-entry-screen-for-tax-group\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Customized Order Entry Screen for Tax Group - 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