Tag Archives: Sales Order

Streamlining Shipping Processes with Bill of Lading in Sage 500

A Bill of Lading is a legal document required for transporting goods, often used by shipping carriers and government agencies. It typically includes details like freight class, number of packages, weight, and other shipping and delivery information. In Sage 500 ERP, businesses can efficiently generate and manage Bills of Lading to streamline order fulfilment, track… Read More: Streamlining Shipping Processes with Bill of Lading in Sage 500 »

Simplifying Data Sync with GUMU™: Only Sync Completed Orders in Sage Intacct

GUMU™ for Sage Intacct-Dynamic CRM Integration provides an out-of-box bi-directional link between Sage Intacct and Dynamics 365 CRM, enabling smooth operation of your business by keeping the data typical across the two platforms. In our last blog, we discussed the overall workflow of this integration along with its many benefits.Understanding GUMU™ Workflow for Dynamics CRM… Read More: Simplifying Data Sync with GUMU™: Only Sync Completed Orders in… »

Auto update invoice date while generating the invoice from sales order in Sage 500

The client has very unique and interesting requirement in which they need a customization to auto update the invoice date whenever they are going to create the Invoice from the Sales Order. New Stuff: Customer Memo notification in Sage 500 Client has a grocery shop and most of customer has purchased the items based on their… Read More: Auto update invoice date while generating the invoice from sales… »

Update Existing Ship Dates to all so lines on Enter Sales Orders and Quotes Screen in Sage 500

Sage 500 always looking for ways to give the user a very unique and additional functionality to make the data entry process easier and understandable. This new enhancement feature has been introduced in Sage 500 from 7.3 version to allow Sage 500 user to modify the existing ship date to all the Sales order lines… Read More: Update Existing Ship Dates to all so lines on Enter… »

Copy Sales Order functionality in Sage 500 ERP

The main purpose of Copy Sales Order functionality feature in Sage 500 is to allow User to copy information from existing Orders and create the same with a new order that includes Sales Order, Quote or Blanket Sales Order. In this copy function, User will be able to choose the different Customer for generating the… Read More: Copy Sales Order functionality in Sage 500 ERP »

Sales Order (SO) Flow in Sage 500 ERP

In Sage 500 ERP, Sales Order module leverages flexibility of pricing models from inventory, which can be based on customer class, location, discounts, and more. Each line item can have its own ship-to address, salesperson, tax rate, ship date, ship-from location, and drop-ship designations. Sales Order can be shipped partially or completely, depending on availability… Read More: Sales Order (SO) Flow in Sage 500 ERP »

Creating PO from SO in Sage 500 ERP

In Sage 500 ERP, there are many ways through user can create Purchase Order (PO) such as generating PO using basic flow, generating PO from SO, generating PO from Blanket agreements/order.When there is a backorder or less quantity of item in inventory we can go for option of creating PO from SO. New stuff: Migrate… Read More: Creating PO from SO in Sage 500 ERP »