{"id":33446,"date":"2023-10-30T10:47:31","date_gmt":"2023-10-30T10:47:31","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=33446"},"modified":"2024-04-30T09:58:47","modified_gmt":"2024-04-30T09:58:47","slug":"document-numbering-customization-for-po","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2023\/10\/30\/document-numbering-customization-for-po\/","title":{"rendered":"Document Numbering customization on Purchase Order Entry based on Item Types"},"content":{"rendered":"\n

In Sage300 ERP<\/a> Document Numbering is a module that assists us in assigning numbers to needed transactions. This module generates document numbers automatically based on the segment structures provided in the masters.<\/p>\n\n\n\n

In this blog we are going to discuss about PO Numbering based on item types which is custom drop down added on the PO header screen. Earlier we have seen a similar customization done for \u2018Create PO from OE<\/a>\u2019 using a similar Optional field POTYPE where it generates numbering for Purchase Order entry which is created from OE module. But here in this customization, user can define numbering directly for PO Transactions based on the Item type that is set on the PO header.<\/p>\n\n\n\n

New Stuff :<\/em> Customized AR Customer Transaction Report to show \u2018Days\u2019 difference between Transactions<\/a><\/p>\n\n\n\n

For this customization to work as required, User will have to create new Optional field<\/strong> name as \u201cPOTYPE\u201d <\/strong>in Common Services <\/strong>\uf0e0<\/strong> Optional Fields.<\/strong> Please refer the screen shot given below.<\/p>\n\n\n\n

Instead of giving a static dropdown on the PO page, we have created a dynamic dropdown so that if the values of the drop down are updated in the future, the user may quickly add the item Type by simply entering the values in the optional field “POTYPE.”<\/p>\n\n\n\n

\"Output-<\/a><\/center>\n
Fig 1: Optional Field Screen<\/center><\/font>\n\n\n\n

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

In the Numbering mapping page, a new option called “Item type” will appear, allowing the user to map it to a Purchase Order Transaction. When the user selects Item Type field on the Numbering mapping screen, the values from optional fields will be shown. Refer the screen shot below.<\/p>\n\n\n\n

\"optional<\/a><\/center>\n
Fig 2: Document Numbering Mapping Screen<\/center><\/font>\n\n\n\n

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

In this scenario, we will customise the Purchase Order screen by adding a drop down menu. When a user selects an item type from the drop down menu, it populates the same in Description field on the PO header screen. As shown in below image.<\/p>\n\n\n\n

\"populates<\/a><\/center>\n
Fig 3 : Purchase Order Screen<\/center><\/font>\n\n\n\n

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

Once mapping is done, during the posting of PO entry, program will generate the document Numbering based on the mapping done for the Item type.<\/p>\n\n\n\n

\"program<\/a><\/center>\n
Fig 4: Out put of Purchase Order<\/center><\/font>\n\n\n\n

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

Thus with the help of this customization user can easily set document number for the Purchase Order screen.<\/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 Sage300 ERP Document Numbering is a module that assists us in assigning numbers to needed transactions. This module generates document numbers automatically based on the segment structures provided in the masters. In this blog we are going to discuss about PO Numbering based on item types which is custom drop down added on the\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":[675,811,1430,2081],"class_list":["post-33446","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-customization","tag-document-numbering","tag-items","tag-purchase-order"],"yoast_head":"\nDocument Numbering customization on Purchase Order Entry based on Item Types - 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\/10\/30\/document-numbering-customization-for-po\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Document Numbering customization on Purchase Order Entry based on Item Types - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In Sage300 ERP Document Numbering is a module that assists us in assigning numbers to needed transactions. 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