{"id":7462,"date":"2014-05-17T09:29:41","date_gmt":"2014-05-17T09:29:41","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=7462"},"modified":"2023-12-20T10:24:36","modified_gmt":"2023-12-20T10:24:36","slug":"payment-follow-up-in-sage-300-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/","title":{"rendered":"Payment Follow-up in Sage 300 ERP"},"content":{"rendered":"

If you are a SME and have multiple customers in market with whom you deal with on a regular basis, then you must have also felt the requirement of a Payment Follow up system especially when your customers are not able to release the payment on the committed date and you miss to remind them. So, to fulfill this need, we have one option available in Sage 300 ERP which allows you to analyze and follow up with the required customers at the month or year-end.
\nTo avail this feature navigate to –<\/p>\n

Accounts Receivable >> A\/R Customers >> Customers<\/b><\/p>\n

In the Comments tab of customer screen, there is calendar to select the Follow up date & expiration date with required references.
\nGreytrix Sage ERP X3 Blog:<\/strong><\/em>\u00a0Managing Customer Risk through Doubtful Receipt in Sage ERP X3<\/a>
\nFor example, if you have raised a sales invoice \u201cIN0000000000002\u201d against customer \u201cBargain Mart \u2013 San Diego\u201d on 1-Jan-2019 and you need to follow-up with the customer on 27-sep-2019 as per the date committed with him. In this case, you have to mark the expiration date same as the follow up date, select comment type<\/b> as \u201cpayment Follow up\u201d and comment <\/b>as invoice number for which you want to follow up.<\/p>\n

\n

You can define multiple comment types in comment type option available in A\/R set up menu of sage 300 ERP and select it in A\/R customer:<\/p>\n

\"Comment<\/a><\/p>\n

Going further, as per your schedule you can print the report of all those customers which you need to follow up with for the payment and update the details in AR customers accordingly. In addition to this, if the customer assures you to release the payment on committed date then you need not delete the comment if your expiration date is same as follow up date.
\nTo view the report of payment follow up navigate to:<\/p>\n

Accounts Receivable >> A\/R Customer Reports >> Customers<\/b><\/p>\n

Select the customer or range of customer with the required follow up date range to print the report and click on Print<\/b> to print the report:<\/p>\n

\"customer\"<\/a><\/p>\n

Below is the sample report that you can use to follow up with your customers:<\/p>\n

\"customer<\/a><\/p>\n

Nonetheless, this feature of comments is also available in vendor master screen so that you can add or edit any number of comments to the vendor record.<\/p>\n

Also Read:<\/strong><\/p>\n

1.<\/strong>\u00a0Creating Single Receipt Entry from Multiple Purchase Order in Sage 300 ERP<\/a>
\n2.\u00a0<\/strong>Creating Multiple Invoice Entry from a single Receipt in Sage 300 ERP<\/a>
\n3.<\/strong>\u00a0Write off entry In Sage 300 ERP<\/a>
\n4.<\/strong>\u00a0AR Customer Receipt Enquiry<\/a>
\n5.\u00a0<\/strong>Reverse Receipt and Payment in Sage 300 ERP<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

If you are a SME and have multiple customers in market with whom you deal with on a regular basis, then you must have also felt the requirement of a Payment Follow up system especially when your customers are not able to release the payment on the committed date and you miss to remind them.\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[18,79,486,487,647,877,1003,2311],"class_list":["post-7462","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-18","tag-accpac","tag-comments","tag-comments-type","tag-customer","tag-erp","tag-follow-up","tag-sage"],"yoast_head":"\nPayment Follow-up in Sage 300 ERP - 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\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Payment Follow-up in Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"If you are a SME and have multiple customers in market with whom you deal with on a regular basis, then you must have also felt the requirement of a Payment Follow up system especially when your customers are not able to release the payment on the committed date and you miss to remind them.\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage 300 ERP \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-05-17T09:29:41+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-12-20T10:24:36+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/05\/Untitled1.png\" \/>\n<meta name=\"author\" content=\"sage300\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"sage300\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/\",\"name\":\"Payment Follow-up in Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/05\/Untitled1.png\",\"datePublished\":\"2014-05-17T09:29:41+00:00\",\"dateModified\":\"2023-12-20T10:24:36+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/1aced4e22c30ccf606960de27c9542f5\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/05\/Untitled1.png\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/05\/Untitled1.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Payment Follow-up in Sage 300 ERP\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/\",\"name\":\"Sage 300 ERP \u2013 Tips, Tricks and Components\",\"description\":\"Explore the world of Sage 300 with our insightful blogs, expert tips, and the latest updates. We\u2019ll empower you to leverage Sage 300 to its fullest potential. As your one-stop partner, Greytrix delivers exceptional solutions and integrations for Sage 300. Our blogs extend our support to businesses, covering the latest insights and trends. Dive in and transform your Sage 300 experience with us! \",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/1aced4e22c30ccf606960de27c9542f5\",\"name\":\"sage300\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"sage300\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/author\/sageaccpac\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Payment Follow-up in Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/","og_locale":"en_US","og_type":"article","og_title":"Payment Follow-up in Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components","og_description":"If you are a SME and have multiple customers in market with whom you deal with on a regular basis, then you must have also felt the requirement of a Payment Follow up system especially when your customers are not able to release the payment on the committed date and you miss to remind them.\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/","og_site_name":"Sage 300 ERP \u2013 Tips, Tricks and Components","article_published_time":"2014-05-17T09:29:41+00:00","article_modified_time":"2023-12-20T10:24:36+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/05\/Untitled1.png","type":"","width":"","height":""}],"author":"sage300","twitter_card":"summary_large_image","twitter_misc":{"Written by":"sage300","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/","url":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/","name":"Payment Follow-up in Sage 300 ERP - Sage 300 ERP \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/05\/Untitled1.png","datePublished":"2014-05-17T09:29:41+00:00","dateModified":"2023-12-20T10:24:36+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/1aced4e22c30ccf606960de27c9542f5"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/05\/Untitled1.png","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-content\/uploads\/2014\/05\/Untitled1.png"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2014\/05\/17\/payment-follow-up-in-sage-300-erp\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/"},{"@type":"ListItem","position":2,"name":"Payment Follow-up in Sage 300 ERP"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/","name":"Sage 300 ERP \u2013 Tips, Tricks and Components","description":"Explore the world of Sage 300 with our insightful blogs, expert tips, and the latest updates. We\u2019ll empower you to leverage Sage 300 to its fullest potential. As your one-stop partner, Greytrix delivers exceptional solutions and integrations for Sage 300. Our blogs extend our support to businesses, covering the latest insights and trends. Dive in and transform your Sage 300 experience with us! ","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/1aced4e22c30ccf606960de27c9542f5","name":"sage300","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"sage300"},"url":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/author\/sageaccpac\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/posts\/7462","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/comments?post=7462"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/posts\/7462\/revisions"}],"predecessor-version":[{"id":33539,"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/posts\/7462\/revisions\/33539"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/media?parent=7462"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/categories?post=7462"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/wp-json\/wp\/v2\/tags?post=7462"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}