{"id":34790,"date":"2024-07-31T06:34:15","date_gmt":"2024-07-31T06:34:15","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=34790"},"modified":"2025-06-23T08:36:03","modified_gmt":"2025-06-23T08:36:03","slug":"adding-project-details-in-the-ar-invoice-report","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2024\/07\/31\/adding-project-details-in-the-ar-invoice-report\/","title":{"rendered":"Adding Project details in the AR Invoice Report"},"content":{"rendered":"\n

In Sage 300 ERP<\/a>, The sum that a business has a right to get from its clients for products or services that are supplied on credit is known as accounts receivable. To put it another way, it’s the sum of money a client owes an organization for fulfilling contractual duties. Accounts Receivable can also be referred to as debtor, trade debtors, bills receivable, or trade receivables.<\/p>\n\n\n\n

New Stuff<\/em>:-<\/strong> Due Date calculation based on Posting Date<\/a><\/p>\n\n\n\n

In this blog, we will go through the process of how we customized and displayed the Project and Job costing data in the AR Invoice Report. In Project and Job Costing module one can make projects and different sets of milestones related to that project. Once milestones are created, they will have tasks defined in them and can be assigned to the employees by using the Contract Maintenance screen. Please refer test project below.<\/p>\n\n\n\n

\"Project<\/a><\/center>\n
Figure 1: Project Maintenance Screen<\/center><\/font>\n\n\n\n

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

Once the employees perform certain task they can enter the time invested in it by using timecards screen. Please refer to one of the timecard entries in the below screenshot.<\/p>\n\n\n\n

\"time<\/a><\/center>\n
Figure 2: Timecards Screen<\/center><\/font>\n\n\n\n

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

By creating billing worksheet, the timecards entry will flow in AR Invoice for billing purpose which will have all the data regarding the project, Milestones and tasks, etc.<\/p>\n\n\n\n

\"AR<\/a><\/center>\n
Figure 3: AR Invoice Entry Screen<\/center><\/font>\n\n\n\n

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

We have customized the AR Invoice Report in such a way that it will display all the data by grouping them according to the tasks performed by the employees with respect to their milestones and tasks.<\/p>\n\n\n\n

\"AR<\/a><\/center>\n
Figure 4: AR Invoice Report<\/center><\/font>\n\n\n\n

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

In this way User will be able to identify the time invested in each of the milestones and tasks of a project which serves the purpose of this report customization. We can add or remove columns from the report according to the user’s requirements.<\/p>\n\n\n\n

About Us: –<\/p>\n\n\n\n

Greytrix<\/a> \u2013 a globally recognized and one of the oldest Sage Gold Development Partner 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> offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM,<\/a> Salesforce.com<\/a>, Dynamics 365 CRM and MagentoeCommerce<\/a> along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We also offer best-in-class Sage 300 customization and development services<\/a> and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a> and 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. Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrix<\/a>, Document Attachment<\/a>, Document Numbering<\/a>, Auto-Bank Reconciliation<\/a>, Purchase Approval System<\/a>, Three way PO matching<\/a>, Bill of Lading<\/a> and VAT for Middle East<\/a>. The GUMU™ integration for Dynamics 365 CRM \u2013 Sage ERP is listed on Microsoft Appsource with easy implementation package.<\/p>\n\n\n\n

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 sum that a business has a right to get from its clients for products or services that are supplied on credit is known as accounts receivable. To put it another way, it’s the sum of money a client owes an organization for fulfilling contractual duties. Accounts Receivable can also be\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":[230,4195,245,4193,1930,2055,4194],"class_list":["post-34790","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-ar","tag-ar-billings","tag-ar-invoice","tag-milestone","tag-pjc","tag-project","tag-tasks"],"yoast_head":"\nAdd Project Info to AR Invoice Report | Greytrix<\/title>\n<meta name=\"description\" content=\"Learn how to include Project ID, Task ID, and Descriptions in your AR Invoice Report in Sage 300 ERP with this detailed Greytrix guide.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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