Transaction is a communication between Customer and Vendor to exchange goods or payments. User’s can get to see all the transactions of a customer in a single report (AR Customer Transaction Report) whether it is an invoice or credit note or debit note or any other transaction in Sage 300 ERP.Standard AR Customer Transaction Report only keeps track of current status of a Customer Account and list of all the transactions that were posted to customer accounts. Use this report to obtain an overview of the current status of your customer accounts. This report already has columns that give various information related to the transactions. One such column is the ‘Days Over’ column which shows the number of days an invoice is overdue (in the Days over column), which indicates the payment habits of customers and highlights seriously overdue transactions that may require action or investigation.
New Stuff :- API for Serial Number Status Inquiry
We have further customized the AR transaction Report and have added additional field called as as “Days Gap” in report. This field will show the Number of day’s gap between the transactions done.
This customization will help users to see how many Days of gap is between Invoice and payment or prepayment created against that invoice. The Days of Gap will be calculated based on Invoice Date and posting Date of Payment or Prepayment.
We can see in the screenshot, Invoice “IN00000000000000000026” has been created on 04-10-2023 and the Payment”PY00000000000000000101” against that invoice has been created on 15-10-2023. Hence the day gaps between ‘Invoice-Payment’ transactions is 11 Days.
We can see in the screenshot, Invoice “IN00000000000000000019” has been created on 11-08-2023 and the Prepayment”PP00000000000000000023” against that invoice has been created on 07-08-2023. Hence the day gaps between ‘Invoice-Prepayment’ transactions is 4 Days.
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.