One of the main components of Account Receivables is AR Customers in Sage 300 ERP and Account Receivables can maintain detailed records of Customers. You can set your customer record to match your business requirements. Customer records contains information about account sets, billing cycles, distribution codes, receipt types, (payment) terms, Optional Fields and other records your company may require.
In this blog, we are going to discuss Customer Master Export Utility were the user can use this utility to export the detailed data of AR Customers by using the below Filter criteria.
- From and To Customer Number
The report data will be exported as an MS-Excel exported file based on the user-specified Range of customer Numbers.
Please refer below screenshot of the user interfaces for the “Customer Master Export Utility”.
New Stuff: – Sales Order Export utility
As you can see in the above screenshot user will be able to specify ‘From’ and ‘To’ Customer Number, based on the same, the report will generate required data in Excel format at desired path which user will enter in the ‘Select File’ field (as can be seen in above screenshot). User will be able to select desired path by clicking on the Browse button.
After entering the excel file path and range of customer numbers user will be able to export the data. Once the data is exported successfully user can access that excel file by click of single button. We have provided this feature in customer master export utility, as you can see in below screenshot.
By clicking on Yes Button you will be able to access the excel file directly. No need to traverse to the path and open the file manually.
Below is the excel-based generated output of the “AR Customers” report: –
This report includes following fields from AR Customers screen and can be modified according to your requirement.
- Customer Number.
- Customer Name.
- Customer Group Code.
- Address (Full Address, City, State, Country, Phone, Fax, E-mail, Website, etc.)
- Account Set.
- Payment Terms.
- Rate Type.
- Customer price list.
- Terms Code.
- And Optional field data.
In this way user can easily fetch the required customer data which serves the purpose of this utility. We can also customize this report output with required additional fields.
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Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce(listed on Salesforce Appexchange), Dynamics 365 CRM and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP 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, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.
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