{"id":32904,"date":"2023-07-31T09:04:47","date_gmt":"2023-07-31T09:04:47","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=32904"},"modified":"2023-10-05T10:38:07","modified_gmt":"2023-10-05T10:38:07","slug":"auto-populate-updated-unit-price-on-oe-shipment-screen-based-on-contact-pricing-in-sage-300","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2023\/07\/31\/auto-populate-updated-unit-price-on-oe-shipment-screen-based-on-contact-pricing-in-sage-300\/","title":{"rendered":"Auto Populate Updated Unit Price on OE Shipment Screen based on Contact Pricing in Sage 300"},"content":{"rendered":"\n<p>One of the most crucial documents when creating an Order in <a href=\"https:\/\/www.sagesoftware.co.in\/\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/www.sagesoftware.co.in\/\" rel=\"noreferrer noopener\">SAGE 300 ERP<\/a> is the Shipment. You can create a shipment after or before creating an order.&nbsp;When making a shipment through an order, the customer number, order number, item number, item description, price list, and item&#8217;s unit price are all fetched into the shipping screen.&nbsp;This process has some limitations. Using Sage 300&#8217;s standard workflow, the same unit price from the order will flow into the shipment i.e. if order is created for particular item with &#8220;XX&#8221; Unit price in the month of January and Shipment for that order is created in month of March, it is possible that for those item&#8217;s the unit price might have change, but with Sage 300 standard workflow the same unit price from order will flow into the Shipment. We have developed a customization for Shipment which will overcome this drawback. This customization will check for the following points:<\/p>\n\n\n\n<p>New Stuff: <a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2023\/07\/31\/sales-order-report\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sales Order Report<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>To determine whether the items fixed price from the IC Contract pricing Screen corresponds with the unit price in the shipment.<\/li><li>If the shipment date does not coincide with the date set for an item&#8217;s fixed price on the IC Contract pricing screen, the unit price of the item should be updated.<\/li><\/ul>\n\n\n\n<p>In this blog post, we&#8217;ll introduce the OE Shipment Screen Customization, which automatically update the Unit price of an item in the Shipment screen if the shipping date does not correspond with the date that is in the IC Contract pricing screen.&nbsp;In order to update the Shipment Unit pricing, the shipment date will be a filtering factor.<\/p>\n\n\n\n<p>Below is the screenshot of Order Entry done in the Month of May which had Unit Price as \u2018500\u2019. This price was Updated for the month of July and Set as \u20181000\u2019 in Contract Pricing Screen.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2023\/07\/image-14.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2023\/07\/image-14.png\" alt=\"Order Entry Screen\" ><\/a><\/center>\n<font size=\"2\"><center>Fig 1: Order Entry Screen<\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2023\/07\/image-15.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2023\/07\/image-15.png\" alt=\"Contract Pricing Screen\" ><\/a><\/center>\n<font size=\"2\"><center>Fig 2: Contract Pricing Screen<\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>Hence as seen in the below screenshot, Item&#8217;s unit price in shipment is different than the Item&#8217;s Fixed Price in IC Contract Pricing screen. This Unit Price in Shipment screen is getting fetched from Order entry screen.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2023\/07\/image-16.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2023\/07\/image-16.png\" alt=\"Output when the date is not same\" ><\/a><\/center>\n<font size=\"2\"><center>Fig 3: Output when the date is not same<\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>Hence, to overcome this, we have automated the Shipment by customizing in such a way that the Item&#8217;s Unit price in Shipment gets updated with Item&#8217;s Fixed price in IC Contract Pricing screen.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2023\/07\/image-17.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2023\/07\/image-17.png\" alt=\"Output when the date is same\" ><\/a><\/center>\n<font size=\"2\"><center>Fig 3: Output when the date is same<\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Greytrix<\/a>&nbsp;&#8211; 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<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0offers unique <a href=\"https:\/\/www.greytrix.com\/gumu\/connectors\/\">GUMU&#x2122;<\/a> integrated solutions of\u00a0\u00a0<a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 <\/a>with Sage CRM,\u00a0Salesforce(listed on Salesforce Appexchange), Dynamics 365 CRM, and\u00a0Magento eCommerce,\u00a0along with Sage 300 Migration from\u00a0<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\">Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business <\/a><a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Works<\/a>. We also offer best-in-class\u00a0Sage 300 customization and development services\u00a0and integration services for applications such as\u00a0<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\">POS | 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<p>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&#x2122; integration for Dynamics 365 CRM \u2013 Sage ERP is listed on Microsoft Appsource with an easy implementation package. <\/p>\n\n\n\n<p>The GUMU&#x2122; 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><p>For more details on Sage 300 and Sage 300c Services, please contact us at&nbsp;<a href=\"mailto:accpac@greytrix.com\">accpac@greytrix.com<\/a>, We will like to hear from you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>One of the most crucial documents when creating an Order in SAGE 300 ERP is the Shipment. You can create a shipment after or before creating an order.&nbsp;When making a shipment through an order, the customer number, order number, item number, item description, price list, and item&#8217;s unit price are all fetched into the shipping\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2023\/07\/31\/auto-populate-updated-unit-price-on-oe-shipment-screen-based-on-contact-pricing-in-sage-300\/\">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":[2],"tags":[931,4106,4105,1780,4108,4107,2922],"class_list":["post-32904","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-expiration-date","tag-fixed-price","tag-ic-contract-pricing","tag-oe-shipment","tag-shipment-date","tag-start-date","tag-unit-price"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - 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