{"id":26309,"date":"2022-03-17T06:20:44","date_gmt":"2022-03-17T06:20:44","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=26309"},"modified":"2022-03-17T06:20:48","modified_gmt":"2022-03-17T06:20:48","slug":"set-default-o-e-report-in-sage-crm-integrated-with-sage-300","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/03\/17\/set-default-o-e-report-in-sage-crm-integrated-with-sage-300\/","title":{"rendered":"Set Default O\/E Report in Sage CRM integrated with Sage 300"},"content":{"rendered":"\n<p><\/p>\n\n\n\n<p><strong>In the earlier below blog, we have explained how to add customized o\/E report in Sage CRM integrated with Sage 300.<\/strong><\/p>\n\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/03\/16\/add-a-customized-o-e-report-for-sage-crm-integrated-with-sage-300\/\"><strong>Add a customized O\/E report for Sage CRM integrated with Sage 300<\/strong><\/a><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><strong><em>New Stuff<\/em>: <\/strong><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/03\/11\/sage-crm-2022-r1-ux-improvements-update-territory-in-opportunity-case-lead-groups\/\"><strong>Sage CRM 2022 R1 UX improvements \u2013 Update territory in Opportunity, Case, Lead Groups<\/strong><\/a><\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>This blog will discuss how to change and set different Quote Reports as default. Initially, when the user navigates to the screen by default it shows one of the reports \u201cOEQUOT01.RPT\u201d from the existing reports.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/03\/IMG-1-2.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/03\/IMG-1-2.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>We were unaware of how to set the Default report other than \u201cOEQUOT01.RPT\u201d. After some investigation, we understood how to do this. Below are the steps to do the same.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Log in to Sage CRM.<\/li><li>Navigate to an Opportunity and select the \u201cQuotes\u201d tab. Create a quote against the respective opportunity<\/li><li>Click on the Post button at the end.<\/li><li>Click on Search Symbol and search for the report which you want to set as default instead of \u201cOEQUOE01.RPT\u201d.<\/li><li>Select the Report and click on Select.<\/li><\/ul>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/03\/IMG-2-2.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/03\/IMG-2-2.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>The selected quote report will show in \u2018Use Quote\u2019 field. To set selected report as a default follow below steps.<br><br>&#8211; Click on \u201cOptions\u201d.<br>&#8211; Click on \u201cSave Settings as Default\u201d.<br>&#8211; When the settings are saved you will get pop as \u201cPreferences Saved\u201d<\/li><\/ul>\n\n\n\n<p><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/03\/IMG-3-1.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/03\/IMG-3-1.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>Once the above steps are completed and user navigates to the same screen by creating new Quote\/Order then they can see default report set in &#8216;Use Quote\u2019 field is \u201cOEQUOTE\u201d.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/03\/IMG-4.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2022\/03\/IMG-4.png\" alt=\"\"><\/a><font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><\/p>\n\n\n\n<p>Similarly, users can change and set the customized report as the default report for the orders screen as well.<\/p>\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>Greytrix \u2013 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 and expertise, 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>Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>For more information on our integration solutions, please contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the earlier below blog, we have explained how to add customized o\/E report in Sage CRM integrated with Sage 300. Add a customized O\/E report for Sage CRM integrated with Sage 300 New Stuff: Sage CRM 2022 R1 UX improvements \u2013 Update territory in Opportunity, Case, Lead Groups This blog will discuss how to\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2022\/03\/17\/set-default-o-e-report-in-sage-crm-integrated-with-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":[98,111,191,192,317,327,328,332],"tags":[893,1920,1980,1983,4057,2010],"class_list":["post-26309","post","type-post","status-publish","format-standard","hentry","category-customization","category-default","category-integrated","category-integration-sage-crm","category-report","category-sage-300","category-sage-300-erp","category-sage-crm","tag-customization","tag-report","tag-sage-300","tag-sage-300-erp","tag-sage-300-integration","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Set Default O\/E Report in Sage CRM integrated with Sage 300 - Sage CRM \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\/sagecrm\/2022\/03\/17\/set-default-o-e-report-in-sage-crm-integrated-with-sage-300\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Set Default O\/E Report in Sage CRM integrated with Sage 300 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In the earlier below blog, we have explained how to add customized o\/E report in Sage CRM integrated with Sage 300. 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