As we all know Sage 300 is very flexible and customization can be easily achievable in it. Customizations which are based on standard views and fields are very simple and easier to implement as well are less costly, we have recently provided one such solution to our customer.

In this blog we are going to discuss on very generic and basic solution that user might like to implement so that it will make her entries easier and faster.

New Stuff: Compile error: User defined type not defined

There may be scenario, in which some specials comments / instructions need to be added on OE Order entry screen detail lines or on PO for goods purchase for specific order. In this case, manually adding same text as comments/instructions on every single detail line in multiple customer specific Sales orders/ POs can be time consuming error prone job. But manually adding this same text can be eliminated by maintaining Customer specific comments in Customer Master only i.e. on A/R Customers screen you can maintain these comments/instructions on ‘Comments’ tab. You can refer to the screenshot below for your reference:

As you can see in the screenshot above, We have maintained the required note/comments/instructions under specific Comment type i.e. “SPLCOMT”. User can create the comment type as per his preference in AR Setupà Comments Type screen as displayed in below screenshot:

Our customization, reads the comments maintained in AR Customers screen specific to decided comment type and this text can be populated on OE Orders detail line comments. Also, can be easily populated in Purchase orders also if POs are linked with SOs.  You can refer to below screenshot for example.

Note:

• This populated comment can be either copied to OE Orders – detail lines comments or as instructions as per user preference.
• Also, they can be further modified by using standard OE – Comments/ Instructions popup.

About Us

Greytrix – 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, 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.

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+ add-ons 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 the Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with an easy implementation package.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.