Introduction to Vendor Approval Addon in Sage300 ERP

By | March 28, 2024

The vendor master includes information on the suppliers who supply an enterprise. It offers information about vendors from whom a firm can purchase or sell. A vendor master record comprises the vendor’s name and address, alongside details like the currency for transactions, payment conditions, tax particulars, and the identities of pertinent contact persons. (sales personnel).

New Stuff:- GST Sales Outward Register with Summary and Details

A variety of add-on modules, such as 3-way PO matching, audit documents, document numbering, and more, are available for Sage 300 ERP software system.We have recently developed an Addon that provides features to approve the user actions on Vendor master screen.The working of our addon mainly focuses on the approval rights to specific users actions.In order to satisfy the demand, we have designed a new screen with configurable user-wise add, update, and approve privileges.

This Addon will consist of following Screens:

Sample company
ADCB Vendor Approval Module

A. Setup

  • Options
  • User Approval
  • Vendor Audit Fields
  • Upgrade

B. Reports

  • Vendor Logger Report

The module consists of the User Approval screen where the Admin can set rights for users to add/update the details for a existing user or to create a new user.Also we have customized the AP vendor master screen where the Approval button is provided. On the click of the approve button on the Vendor master screen the user with approval rights can set the vendor status to active/inactive. For the reporting purpose we have provided a Vendor Logger report which will provide details of the field wise changes on Vendor master screen and the changes will also be informed via email.

We intend to provide more blogs that go into depth about this addon module’s features, settings, and workings. With the help of these materials, users should be able to comprehend the process better, and get a clear report of User actions on vendor masters screen.

About Us:-

Greytrix  – a globally recognized and one of the oldest Sage Gold Development Partner 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.com, Dynamics 365 CRM and  MagentoeCommerce  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 | HYPERLINK “https://www.greytrix.com/product/erp-development/sage-300-integration-services”eCommerce HYPERLINK “https://www.greytrix.com/product/erp-development/sage-300-integration-services” 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+ addons 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 Middle East. The GUMU™