As we all are aware of Sage 300 ERP is a business accounting software which provides us comprehensive, flexible and easily adaptable solutions for accounting, operations etc. Sage 300 ERP provides users with credit/debit note reports using order entry forms which are useful in many ways while using Sage 300 ERP.
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In this blog, step by step we are going to discuss about how Sage 300 ERP user can access details of Credit/Debit note which is generated in Order Entry>>Credit/Debit note screen for a particular order using Order Entry forms.
After posting a Credit/Debit notes in OE Credit/Debit entry, User can view its customer details, total credit amount, quantity credited, Credit/Debit note number etc.
To generate a report of Credit/Debit notes in OE forms, navigate to Order Entry>>O/E forms. Please refer below screen shot.
After clicking on O/E forms, it will open a screen where you can find a screen Credit/Debit notes. Click on it to generate Credit/Debit notes report. Please refer below screenshot.
Once clicked on Credit/Debit notes, a screen gets opened where it will asked to select a range of Credit/Debit notes for which you want a report.
If you want to display Serial/Lot numbers, Kit component items details and the Bill of Material Component items details in the report then you have to click on the respective field’s checkbox for displaying it.
After entering the range of Credit/Debit notes for which you want a report, click on the print to preview a report. The report looks like below screenshot.
You can open any Credit/Debit notes by clicking on Credit/Debit notes number on the left, and can view all the details of any Credit/Debit notes you want.
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.