Invoices are one of the most important document in OE module in Sage 300 ERP. We have multiple reports in Sage 300 ERP that give us details of the Sales Invoice Transactions and have various aspects covered. But this information is in extracted Invoices wise which has line items in it. There is no provision in Sage 300 ERP to extract the Invoices data in Excel format at once where there can be multiple invoices only with its header details fetched. We have developed such Export utility which will have output in excel and will contain details related to multiple Invoices together.
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Objectives:
1. To list invoices Details just by selecting “From Invoice” and “To Invoice” date filters.
2. To list vital information about invoice such as date, invoice number, end user name, partner name, country, city, state of customer.
3. To list solution name, currency, invoice amount and other records.
In this blog, we are going to introduce the OE Invoice Export Utility where the user can use this utility to export the required data of OE Invoices. Invoice date will be used in the Filter criteria.
- From Invoice Date and To Invoice Date.
- The report data will be exported as an MS-Excel exported file based on the user-specified Range of Invoice Dates. This data will be exported at desired location as selected in the Browse dialog box.
Please refer below screenshot of the user interface for the “OE Invoice Export Utility”.
After entering the excel file path and range of Invoice Dates, user will be able to export the data.
Below is the excel-based generated output of the “OE Invoice Export” report:
This report includes following fields from OE Invoice screen, AR Ship To Location, AR Customer and can be modified according to your requirement.
- Invoice Date
- Invoice Number
- End User Name
- Partner Name
- Address(Country, City, State)
- Solution Name
- Currency
- Invoice Amount
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.