Author Archives: Greytrix

Custom Report to list GL Batches and Entries for Accounts Transactions

As we know that in accounting process, Account Receivable and Payable transactions are finally posted to create G/L Journal Entries so that the intended G/L Account will be debited or credited accordingly, and the financial statements can be settled. Though Sage 300 keeps the track of which G/L Journal entry refers to the exact debit,… Read More »

SALES TERRITORIES MAINTENANCE IN SAGE 500 ERP

As we all know, Sage 500 is ideal for managing operations, financials, logistics, inventory and more for manufacturing and distribution business. Sage 500 can help streamline task for a number of different roles in company, sage 500 serves several key functions such as financials, Manufacturing, Inventory Management, Reporting analysis, Sales Management and more. In Sales… Read More »

MAINTAIN CUSTOMER CLASSES IN SAGE 500 ERP

In this blog, we are going to discuss one of the key feature of Sage 500 ERP that is ‘Customer Classes’. Many times, it is easier as a data operator to maintain some defaults for the frequently used operating screens; Sage 500 ERP provides this facility for Customer screen through Customer Classes. It allows us… Read More »

MAINTAIN MULTIPLE CUSTOMER ADDRESSES IN SAGE 500

Sage 500 ERP is an integrated suite of robust business software modules that work together to maximize operation efficiency and increase productivity. It simplifies our daily operation challenges by its scalable application features. In this blog, we are going to discuss one of this useful feature that is ‘Maintain multiple addresses for customer’. New stuff:… Read More »

Salesperson Maintenance in Sage 500 ERP

Salesperson Maintenance allows the user to define the salesperson and any other information associated with the salesperson (sales manager, commission plan, etc.).The Salesperson Maintenance Form is invoked from the Maintenance menu. When the form loads it checks whether the Accounts Payable module and CRM integration are activated and integrated and enables or disables the associated… Read More »

Setup Commission Plans in Sage 500 ERP

Sage 500 ERP supports the concept of commission plans, when Salesperson exceed the minimum sales threshold, they receive a commission this commission is paid to the Sales representatives as an incentive so they can generate more sales, ultimately providing businesses with a competitive edge in producing attributes that allow them to exceed their targets. It is… Read More »

Maintain Users in Sage 500

In Sage 500 system, user can generate the Sage 500 logons with Maintain Users screen. User can create, change or delete the Sage 500 logons. User also have option to generate the logons from existing SQL Server or windows logons. Also, maintain users screen used to grant security rights to the user by assigning security… Read More »