{"id":33133,"date":"2023-09-26T11:17:44","date_gmt":"2023-09-26T11:17:44","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=33133"},"modified":"2023-10-16T06:10:18","modified_gmt":"2023-10-16T06:10:18","slug":"validation-on-generating-duplicate-vendor-customer","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2023\/09\/26\/validation-on-generating-duplicate-vendor-customer\/","title":{"rendered":"Validation on Generating Duplicate Vendor\/Customer"},"content":{"rendered":"\n

Vendors or customers play a very important role in an ERP system. The vendor\/customer master provide details about the vendors from which items can be procured or the customers to which the items can be sold. A vendor master record contains the vendor name, address, as well as data such as currency used. Similarly, a customer master provide information on account sets, billing cycles, distribution codes, receipt kinds, (payment) terms, Optional Fields, and other data that are required by the organization.<\/p>\n\n\n\n

New Stuff:- Enhanced O\/E Sales History Screen based on Items<\/a><\/p>\n\n\n\n

In Sage 300 ERP<\/a> Vendor and Customer can be created with different customer\/vendor codes but can have same customer\/ vendor names and other details. In order to avoid the duplication of such customers and vendors, we have come up with a validation on vendors and customers where creation of duplicate customers and vendors will be restricted.<\/p>\n\n\n\n

In this blog post, we will discuss regarding the validation on vendor\/customer master screen based on unique optional field value.<\/p>\n\n\n\n

\"Standard<\/a><\/center>\n
Fig1: Standard vendor master screenshot<\/center><\/font>\n\n\n\n

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

As we can see in the above screenshot two vendors with same vendor name and other details can be created successfully. So we have put up a validation on the generation of new vendor\/customer which will work on the basis of a unique vale of optional field.<\/p>\n\n\n\n

User needs to create a optional field ‘PANNO’ which will be assigned to the vendor\/customer master. When a new vendor\/customer is to be created, the program will check for the value of the optional field.<\/p>\n\n\n\n

If the optional field has a unique value that is not assigned to any existing vendor\/customer then the new vendor\/customer can be generated successfully.<\/p>\n\n\n\n

\"If<\/a><\/center>\n
Fig2: If value of optional field is unique<\/center><\/font>\n\n\n\n

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

If the value assigned for the optional fields is already present for any existing vendor\/customer then the validation will restrict to generate a new vendor\/customer and will show an error message as seen in the below screenshot.<\/p>\n\n\n\n

\"If<\/a><\/center>\n
Fig3: If value of optional field is not unique<\/center><\/font>\n\n\n\n

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

This customization helps validate the vendors\/customers by restricting the creation of duplicate vendor\/customers.<\/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\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Vendors or customers play a very important role in an ERP system. The vendor\/customer master provide details about the vendors from which items can be procured or the customers to which the items can be sold. A vendor master record contains the vendor name, address, as well as data such as currency used. Similarly, a\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":[647,4114,3288,2982],"class_list":["post-33133","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-customer","tag-panno","tag-validation","tag-vendor"],"yoast_head":"\nValidation on Generating Duplicate Vendor\/Customer - Sage 300 ERP \u2013 Tips, Tricks and Components<\/title>\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\/09\/26\/validation-on-generating-duplicate-vendor-customer\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Validation on Generating Duplicate Vendor\/Customer - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Vendors or customers play a very important role in an ERP system. 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