Sage 300 has indeed established itself as a reliable and customer-centric ERP solution, surpassing customer expectations through its strong emphasis on financial management, inventory tracking, and sales/customer management features. The software’s robust and feature-rich experience allows businesses to streamline their day-to-day operations, reducing manual data entry tasks and increasing efficiency.
Furthermore, one of the key strengths of Sage 300 lies in its reporting capabilities. With its powerful reporting tools and customizable reports, providing businesses with valuable insights and detailed reports for better decision-making. They can generate insightful financial reports and performance analytics, which are invaluable during audit times, allowing businesses to access comprehensive financial reports, customer details, order histories, and more, which are essential for ensuring compliance and accuracy. These reports provide a clear and comprehensive view of the company’s financial health and help ensure compliance with accounting standards and regulations.
New Stuff :- Document Date wise Trial Balance Report.
In this blog, we will discover the remarkable power of our custom report, which filters data based on Optional Fields.
Sometimes, the user may need to filter records based on specific criteria, particularly on optional fields. However, the standard report lacks this functionality in certain areas. To address this, we have designed a Custom Crystal report that fulfills the customer’s desire for filtering records on optional fields, offering a more flexible and personalized reporting solution.
We have developed a Custom AR Aged Trial Balance report that provides filtering capabilities based on a specific optional field as per customer requirements. Below is the overview of the process for the same.
- We have use a macro to interact with the user. Below is the screenshot of the same.
a. Optional Field Name: Name of the Optional Field
b. From and To Optional Field Value: are the values associated with the optional Field Name
- Enter your preferred values, then click “Print”.
- Below are the screenshot of Crystal Report.
- From Custom Screen(Filtered with an Optional Field Values):
- From Standard Screen:
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.